一、公司业绩表现与业务增长ZTE(763HK)在2025年第一季度实现了8%的同比收入增长和5%的环比增长,达到330亿元人民币。这一增长主要得益于企业/政府业务板块的强劲表现,该板块收入同比增长了一倍,受益于国内主要云服务提供商在计算基础设施上的资本支出增加。然而,净利润同比下降11%至25亿元人民币,毛利率也因产品组合的变化而下降。二、第二曲线业务的战略重要性ZTE的第二曲线业务贡献了超过...
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