大行評級|美銀:上調中興通訊目標價至32港元 看好服務器業務發展
美銀證券發表研報,看好中興通訊服務器業務發展,將其投資評級從“中性”上調至“買入”,目標價由21港元上調至32港元,指出隨着中國電訊營運商及通訊服務提供商訂單量增加,中興通訊服務器業務於2024年大幅擴張,預期可受到數據中心產業發展及服務器需求增加的帶動而獲得重新評級,預計今明兩年服務器業務將保持強勁增長。因應營運商業務疲軟,該行將中興通訊今明兩年盈利預測下調12%至17%。
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