大行评级丨大华继显:下调中兴通讯目标价至24.3港元 预期短期毛利率承压

格隆汇
24 Apr

格隆汇4月24日|大华继显发表报告指,中兴通讯第一季营收超出市场预期,按年增长7.8%。然而,由于收入增长是由低利润的人工智能服务器业务所带动,产品组合及利润因而显著恶化,净利润大致与预期相符。该行预期,中兴未来数季来自人工智能服务器业务的贡献将持续上升,短期内可能导致毛利率受压,维持“持有”评级,目标价由26.5港元下调至24.3港元。

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