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港股异动 | 中兴通讯(00763)逆势涨超6% 公司紧抓AI大模型机遇 算力高需求延续

Hong Kong stocks moving differently | ZTE (00763) rises more than 6% against the trend as the company seizes opportunities from AI large model demand for computing power continues.

Zhitong Finance ·  09:48

ZTE (00763) bucked the trend with a rise of over 6%, as of the time of writing, up 6.73%, at 22.2 Hong Kong dollars, with a transaction volume of 0.445 billion HKD.

According to the Zhichun Finance APP, ZTE (00763) bucked the trend with a rise of over 6%, as of the time of writing, up 6.73%, at 22.2 Hong Kong dollars, with a transaction volume of 0.445 billion HKD.

On the news front, Northeast Securities' Research Reports pointed out that ZTE is an internationally leading communications equipment manufacturer, bullish on the company's competitive advantages and sustained growth in the field of computing power and connectivity. It maintains a 'Buy' rating. The company is seizing new opportunities brought by AI large models, launching a full-stack comprehensive intelligent computing solution covering computing power, network, capabilities, large models, and applications. Shanghai Securities had previously pointed out that high demand for computing power continues, ZTE has stable customer resources, and has been deeply involved in the chip industry for many years, which is expected to seize opportunities in the computing power industry and achieve a new round of growth.

It is worth noting that prior market rumors said that Doubao large model under ByteDance plans to be integrated into mobile phone products and may have contacts with ZTE, and might jointly launch a new brand in the future. Additionally, rumors also mentioned that ByteDance has a significant demand for ASIC chips for inference purposes, while NVIDIA's Ascend may be relatively expensive, and ZTE is receiving attention due to potential business synergies. However, this news has not been officially confirmed. According to reports from the Star Daily, a relevant person in charge of Doubao responded that the Doubao large model has already had in-depth cooperation with many mobile phones, but has not discussed the possibility of establishing a new brand with ZTE, nor any related chip cooperation.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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