小摩：升中兴通讯(00763)评级至“中性” 目标价上调至19港元
小摩发布报告称，将中兴通讯(00763)评级由“减持”上调至“中性”，认为股价调整后估值吸引，亦能从内地5.5G发展中受惠，以及去年第四季业绩或会改善，但相信内地电讯商对5.5G的投资，不足以推动设备行业有实质性的得益，目标价由14港元上调至19港元。
报告中称，公司股价自去年中见顶后回落44%，跑输同期恒指的跌幅11%，主要因为投资者预期在宏观经济疲弱下，电讯行业今年的资本开支增长减慢;美国对中国的晶片出口限制，打击人工智能伺服器前景;以及去年第三季度业绩疲弱。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
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