智通财经APP获悉，中兴通讯(00763)涨超5%，截至发稿，涨5.33%，报34.6港元，成交额26.42亿港元。
消息面上，中兴通讯将于2月28日（本周五）发布截至2024年12月31日止年度业绩。高盛此前研报指出，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。
光大证券指出，看好在数字中国建设以及AI算力需求高增背景下，中兴通讯作为全球前四大主设备商的市场前景。东北证券指出，中兴通讯是全球领先的综合性ICT 龙头公司，看好公司“连接+算力”的业务布局，预计公司在AI浪潮下AI终端、训推一体机、自研芯片等业务实现快速增长，带动公司本身业绩实现稳定提升。
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