大行评级 | 高盛：降中兴通讯(0763.HK)及京信通信(2342.HK)评级至“沽售”

格隆汇APP2021-07-07

格隆汇7月7日丨高盛发研报指，考虑未来数季内地5G展望疲软，对内地电讯设备供应链维持审慎看法，即使该行预期供应链持续享受可观盈利增长，由于股价上行空间有限，高盛下调中兴通讯(0763.HK)H股、长飞光纤光缆(6869.HK)H股及京信通信(2342.HK)投资评级，中兴、京信通信投资评级由“中性”降至“沽售”，长飞光纤光缆H股评级由“买入”下调至“中性”。中兴H股目标价由22.7港元降至21.7...

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归去来么
2021-07-12
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