《大行》野村升中兴通讯(00763.HK)目标价至28元 料2026财年可实现更佳每股盈利

阿斯达克财经
Mar 04, 2025

野村发表研报指,中兴通讯(00763.HK) 2024财年收入及盈利分别按年下跌2.4%及9.7%,可能由于中国电信行业持续疲弱的需求所致。虽然消费者及企业两大板块的增长仍然健康,但企业板块的毛利率按年下降19.6个百分点至15.3%,该行认为这主要受到服务器业务加速扩张的影响。野村将中兴通讯2025至2026财年收入预测下调4.6%至5.2%,以反映电信行业需求增长低于预期。该行亦下调2025...

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