花旗:升中兴通讯目标价至27.5港元 料迎AI发展机遇

美港电讯
11 Apr

【花旗:升中兴通讯目标价至27.5港元 料迎AI发展机遇】金十数据4月11日讯,花旗发表研究报告指,经审视中兴通讯(00763.HK)去年第四季业绩表现,以及参与投资者电话会议后,已更新估值模型,预期虽然中国电信营运商的5G投资下行趋势仍在持续,但人工智能服务器、智能交换机等计算相关产品未来将实现稳健增长,同时消费业务也应能抵销营运商网络收入疲软的影响。花旗将中兴通讯今明两年每股盈利预测下调14%至18%,看好该公司正从传统电信公司向计算基础设施供应商转型,长远预料将有更多AI相关的产品和解决方案推出,计及即将来到的AI发展机遇,将目标价由19.8港元上调至27.5港元,评级维持“买入”。

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