智通财经APP获悉，中兴通讯(00763)早盘涨超7%，截至发稿，涨5.98%，报28.35港元，成交额7.34亿港元。
消息面上，中兴通讯宣布，拟2月28日举行董事会会议批准年度业绩。高盛此前发布研报称称，预计中兴通讯24年第四季度营收为350亿元，按年持平，按季则增加27%。该行指出，企业ICT产品和消费电子产品仍然是中兴的主要增长动力，预期这两类产品于第四季度将占中兴通讯收入的17%和25%。该行预计中兴通讯24年第四季度纯利同比增长52%，达到23亿元，看好公司在企业和消费电子领域的增长潜力。
东北证券指出，中兴通讯全资芯片子公司中兴微电子面临重估，芯片能力处在国内前列。该行指出，中兴微电子基于ARM架构自研了高性能服务器CPU珠峰系列，2024年珠峰CPU服务器曾中标中国移动项目，出货量6173台，金额3.8亿元。此外公司推出自研定海ASIC芯片及基于定海ASIC芯片的全系列网卡和DPU产品，DPU产品有望在智算中心中扮演重要角色，AI时代中兴微投资价值将显著攀升。
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