研報掘金丨中泰證券:中興通訊加快拓展第二曲線創新業務,維持“買入”評級
中泰證券20日研報指出,中興通訊(000063.SZ)堅持“精準務實,穩健增長”的經營策略,錨定由東數西算、AIGC等數智化產業趨勢引爆的算力需求浪潮,加強“連接+算力”業務的雙向協同,上半年展現出強大的經營韌性,2023上半年整體業績實現穩健增長。未來,公司將保持戰略定力,依託關鍵技術壓強式投入和高效運營,堅持精準務實,提升運營效率,有望實現業績持續穩健增長。公司是國內ICT龍頭,積極順應數字經濟的歷史潮流,加快從CT領域拓展至IT領域,加快拓展第二曲線創新業務。公司加強費用管控,盈利能力不斷提升。維持買入評級。
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