中兴通讯再涨超4%！运营商资本开支向算力倾斜，公司正加大AI产品研发投入

智通财经04-17

4月17日，中兴通讯早盘再涨超4%，截至发稿，涨4.36%，报15.8港元，成交额7805.64万港元。消息面上，近日，通信运营商发布2023年年报和2024年一季报，资本开支向算力倾斜。华泰证券认为，展望2Q24，全球AI算力侧投资加码有望驱动光通信、云网设备、IDC 等板块相关厂商业绩延续向好；物联网模组下游需求有望逐步复苏；电信运营商板块业绩预计仍将保持稳健增长态势。中兴通讯此前在互动平台...

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