智通财经APP获悉,香港联交所最新资料显示,2月26日,中兴通讯(00763)股东将股票由香港上海汇丰银行转入港股通(沪),转仓市值8.07亿港元,占比3.22%。
二级市场方面,2月21日,中兴通讯股价大涨17.32%,截至2月27日发稿,该公司最新市值达1612.1亿港元。
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。中兴微电子的芯片能力在国内处于前列,其自研的高性能服务器CPU珠峰系列曾中标中国移动项目,出货量达到6173台,金额总计3.8亿元。此外,中兴微电子还推出了自研定海ASIC芯片及基于该芯片的全系列网卡和DPU产品,这些产品在智算中心中有望扮演重要角色。随着AI时代的到来,中兴微电子的投资价值预计将显着攀升。
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