摩根大通：下调中兴通讯目标价至17港元下调今明两年盈测

金融界08-21

摩根大通的研究报告指，相信中兴通讯（000063）股价会对偏弱的次季业绩作出负面反应，收入按年增长由首季的5%，降到次季的1%，主要因为内地电讯公司减少资本支出导致公司网络业务缩减。中兴收入的部分压力将因为政府、企业和消费者业务强劲反弹而抵消，而由于公司将产品组合转移至毛利较低的非电讯业务会令到次季的毛利下降，但公司大力缩减成本抵销收入压力，亦令盈利维持按年增长6%。该行将公司H股目标价由20港元...

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摩根大通：下调中兴通讯目标价至17港元 下调今明两年盈测

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摩根大通：下调中兴通讯目标价至17港元下调今明两年盈测