《大行》美银证券削中兴通讯(00763.HK)目标价至28元 下调利润预测

阿斯达克财经
25 Apr

美银证券发表研报指,中兴通讯(00763.HK) 首季度财报大致符合该行及市场预期。销售额表现强劲,分别较该行及市场预期高11%及8%;毛利率按年下降7.8个百分点至34.3%,分别落后该行及市场预期5.3及3.5个百分点;营运收入则较该行及市场预期分别低21%及13%。

美银证券将中兴通讯2025至2027财年销售预测上调6%至11%,但因毛利率稀释,下调利润预测9%至12%。相应地,该行将中兴通讯H股目标价由32元下调至28元,重申“买入”评级。(js/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-25 12:25。)

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