港股异动 | 中兴通讯(00763)现涨近5% 一季度营收净利同比双增 纯利环比增长85%
中兴通讯(00763)现涨近5%，截至发稿，涨4.83%，报16.94港元，成交额2.31亿港元。
消息面上，中兴通讯公布业绩显示，2024年第一季度实现营收305.8亿元，同比增长4.9%，归母净利润27.4亿元，同比增长3.7%；经营现金流净额达29.8亿元，同比增长28.3%。中兴通讯一季度营收净利取得双增，整体经营表现稳健。据计算，一季度净利环比增长85%。
此外，4月25日，《北京市算力基础设施建设实施方案(2024―2027年)》印发。其中提出，集中建设一批智算单一大集群，到2025年，本市智算供给规模达到45EFLOPS；到2027年，实现智算基础设施软硬件产品全栈自主可控，具备100%自主可控智算中心建设能力。上海证券指出，运营商智算中心服务器大规模集采项目陆续落地，显示出运营商资本开支将向算力基础设施倾斜，加大了算力行业中长期发展的确定性。
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