上海证券此前指出，算力高需求延续，中兴通讯具有稳定的客户资源，深耕芯片行业多年，有望把握算力产业机遇，实现新一轮增长。招商证券表示，中国电信与中兴通讯深度合作，大模型赋能中兴的智能手机业务，打造个性化人工智能产品和服务。因应中兴的成长性及策略定位，维持“强烈买入”评级。ZTE (00763) rose more than 5%, surging more than 13% on the previous trading day. As of press release, it rose 5.22% to HK$26.2, with a turnover of HK$0.83 billion.
The Zhitong Finance App learned that ZTE (00763) rose more than 5%, surging more than 13% on the previous trading day. As of press release, it rose 5.22% to HK$26.2, with a turnover of HK$0.83 billion.
On the news side, there has been a lot of recent news about favorable computing power. On December 28, the third issue of the large-scale documentary series “Cornerstone of a Great Power”, co-produced by China Central Radio and Television and the State Council's State-owned Assets Administration Commission, launched “Computing Power Engine”, clearly stating that computing power is national power. Furthermore, the General Office of the Shanghai Municipal People's Government issued the “Implementation Plan on Artificial Intelligence “Molding Shencheng”, which proposes to build a world-class artificial intelligence industry ecosystem by the end of 2025, and strive to exceed 100EFLOP in the city's intelligent computing power scale.
Shanghai Securities 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, and is expected to seize opportunities in the computing power industry and achieve a new round of growth. China Merchants Securities said that China Telecom and ZTE are deeply cooperating, and the big model empowers ZTE's smartphone business and creates personalized artificial intelligence products and services. In response to ZTE's growth and strategic positioning, it maintains a “Strong Buy” rating.
