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大摩:上调中兴通讯(0763.HK)目标价至36港元 评级“增持”
格隆汇 02-18 11:44

大摩发布报告称,上调中兴通讯(0763.HK)目标价38.5%,由26港元调高至36港元,维持“增持”评级。

该行称,武汉是主要收发器及光纤供应商的基地,而其生产设备的工厂主要位于深圳,目前正在进行潜在转换供应厂方面的努力。

虽然市场意识到内地的5G采购将延迟,该行的调查也认为5G第二阶段招标可能推迟到今年第二季,但相信中兴获得的市场份额与4G时代的相近。集团75%收入来自营运商,约15%来自智能手机,该行认为,5G无线网络的增长潜力来自增加投资规模,以及传输及数据通讯范畴的市占率上升。

该行表示,供应问题相信年内可以恢复正常,认为营运商不太可能减少5G采购,如果政府增加5G基建投资,那么该行将较看好潜在基建受惠者。

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