理解市场 | 中兴通讯涨超 5% 公司加快从连接向算力拓展 机构看好其业绩或将保持稳健发展
ZTE rose over 5%, as of the time of writing, up 5.72%, priced at HKD 34.42, with a transaction volume of HKD 744 million. In terms of news, Changcheng Securities pointed out that in the first half of the year, the company seized the development opportunities brought by AI in network infrastructure, computing power infrastructure, industry applications, and edge computing, consolidating its domestic operator base and increasing its market share among overseas operators; at the same time, it deepened the expansion of computing power demand and accelerated the upgrade of AI edge products, effectively driving the company's revenue growth. The firm believes that as a leader in the domestic ICT industry, the company is continuously accelerating its expansion from connectivity to computing power, focusing on the rapid development of the major country, major network, and major T strategy, and the company's performance is likely to maintain steady growth. Minsheng Securities stated that looking ahead, the company maintains a leading competitive edge in the traditional communication network field; the company's self-developed chips/domestic solutions/intelligent computing supernode systems are expected to help the company gain a higher share in products such as servers and switches, and the company's mobile phones continue to show growth momentum, optimistic about the second curve's efforts
According to the Zhitong Finance APP, ZTE Corporation (00763) rose over 5%, with a current increase of 5.72%, priced at HKD 34.42, and a transaction volume of HKD 744 million.
In terms of news, Changcheng Securities pointed out that in the first half of the year, the company seized the development opportunities brought by AI in network infrastructure, computing power infrastructure, industry applications, and edge computing, consolidating its domestic operator base and increasing its market share among overseas operators. At the same time, it deepened the expansion of computing power demand and accelerated the upgrade of AI edge products, effectively driving the company's revenue growth. The firm believes that as a leader in the domestic ICT industry, ZTE is continuously accelerating its expansion from connectivity to computing power, focusing on the rapid development of the strategy of large countries, large networks, and large T, and the company's performance is likely to maintain steady growth.
Minsheng Securities stated that looking ahead, the company maintains a leading competitive edge in the traditional communication network field; its self-developed chips, domestic solutions, and intelligent computing supernode systems are expected to help the company gain a higher market share in products such as servers and switches, and the company's mobile phones continue to show growth momentum, with optimism about the second curve's performance
