《大行報告》摩通升中興(00763.HK)評級至「中性」 目標價上調至19元
摩通發表報告指,中興通訊(00763.HK)股價自去年中見頂後回落44%,跑輸同期恆指的跌幅11%,主要因為投資者預期在宏觀經濟疲弱下,電訊行業今年的資本開支增長減慢;美國對中國的晶片出口限制,打擊人工智能伺服器前景;以及去年第三季度業績疲弱。
該行將其評級由「減持」上調至「中性」,認為股價調整後估值吸引,亦能從內地5.5G發展中受惠,以及去年第四季業績或會改善,但相信內地電訊商對5.5G的投資,不足以推動設備行業有實質性的得益。目標價由14元上調至19元。
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