中興(00763.HK)破頂後倒跌6% A股曾回吐6.5%
中興通訊(00763.HK)承過去兩連升勢,今早略高開後升破上周所創52周高位(31.35元),最高見31.6元,觸及2021年8月中旬所造高位遇阻,掉頭回吐曾重失10天線(28.8元),最低見28.35元,現報29.2元,倒跌6%,成交增至1,060萬股;中興A(000063.SZ)也扭轉昨天創新高強勢,曾回吐6.5%至41.5人民幣,現報42.6元人民幣,回吐4%。
富瑞報告指,雖然中興股價年初至今上升約63%,但在電信資本支出下降速度較預期慢、電信設備、服務器和消費終端市場份額增長,以及公司毛利率提升和嚴格控制營運開支等因素下,預期股價仍有進一步上升空間,給予「買入」評級,H股目標價上調近15%至37.25元,以反映調高公司2023-2026年收入預測,以及預期中興將間接受惠於人工智能發展,成為投資者追求人工智能和雲端遷移的較低風險選擇。
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