港股異動丨中興通訊高開近10%,受A股近2日累升超11%帶動
港股因聖誕節休市兩天半,期間中興通訊A股累升超11%,帶動今早港股中興通訊跳空高開9.77%,報24.15港元。東北證券近日發佈研報指出,中興通訊是國際領先的通信設備商,看好公司在算力+連接領域的競爭優勢和持續成長性。維持“買入”評級。公司緊抓AI大模型帶來的新機遇,推出覆蓋算力、網絡、能力、大模型和應用的全棧全域智算解決方案。長城證券近日發佈研報指,中興通訊作為國內基礎設施行業龍頭,逐步向全棧全場景智算解決方案提供商發展轉變,通過持續強化DICT端到端全系列產品及數智化解決方案的競爭力,不斷提高市場份額。2024年公司圍繞AI大模型、衞星通信、5G-A、裸眼3D四大技術創新能力,持續推出多款業界首創產品,包括全球首款5G+AI的3D平板nubia Pad 3D II、性能續航全能王者遊戲旗艦手機紅魔9Pro系列、具備AI多場景體驗的全能影像旗艦nubia Z60 Ultra、小摺疊努比亞Flip 以及百元AI 智能手機努比亞小牛。服務器方面,公司提供高性能訓練服務器、高性價比推理服務器、開箱即用的訓推一體機、全系列通算服務器、高性能文件存儲,滿足從中心到邊緣的多樣化智算建設需求。作為國內ICT行業龍頭,不斷加快從連接向算力拓展,聚焦大國大網大T戰略高速發展,公司業績或將保持穩健發展,維持“買入”評級。(格隆匯)

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