MWC Frontline | CHINA TELECOM and China United Network Communications released the results of the co-built and shared 5G-A, conducting experimental low-altitude communication network in 10 cities.

On March 5, Beijing time, during MWC 2025, GSMA, China Telecom, and China United Network Communications jointly held a press conference to release the achievements of the shared network 5G-A innovation, and simultaneously published the "White Paper on Shared Network Intelligent Governance" and the shared network 5G-A evolution innovation results. Richard Cockle, head of GSMA Foundry, Liu Ying, deputy general manager of China Telecom, and Wang Limin, deputy general manager of China United Network Communications, attended and delivered speeches. During the meeting, China Telecom, China United Network Communications, and partners such as Huawei, ZTE, LM Ericsson Telephone, Nokia Oyj, and China CITIC Group discussed topics concerning 5G-A, the network.

Sina Technology12:49 ET

Nomura: Maintains ZTE "Neutral" rating, raises Target Price to 28 Hong Kong dollars.

Nomura released a Research Report stating that it maintains a "Neutral" rating on ZTE (00763), and has raised the Target Price from 21 HKD to 28 HKD. The firm has introduced forecasts for ZTE's revenue and earnings growth for the fiscal year 2027, projecting year-on-year increases of 8.5% and 7.7%, respectively. The firm noted that ZTE's revenue and earnings for the fiscal year 2024 are expected to decline by 2.4% and 9.7% year-on-year, possibly due to the continued weak demand in the CHINA TELECOM Industry. Although growth in both the Consumer and Enterprise Sectors remains healthy, the gross margin for the Enterprise Sector has declined by 19.6 percentage points year-on-year to 15.3%, which the firm believes is primarily affected by the service...

Sina Hong Kong StockMar 4 04:29 ET

Brokerage morning meeting highlights: DeepSeek reopens its source code, focusing on changes in AI applications.

At today's Brokerage morning meeting, HTSC proposed that DeepSeek be open-sourced again and focus on changes in AI applications; China International Capital Corporation believes that AI+finance is expected to reach a scaling inflection point; China Securities Co.,Ltd. stated that the performance resonance of lithium battery demand is signaling the beginning of a new cycle.

cls.cnMar 3 19:24 ET

Hong Kong Stock Concept Tracking | Shenzhen intensifies efforts to build an AI pioneer city with a sustained high increase in computing power demand (including concept stocks).

On March 3, the Shenzhen Municipal Bureau of Industry and Information Technology released the "Shenzhen Action Plan for Accelerating the Development of an AI Pioneer City (2025-2026)."

Zhitong FinanceMar 3 18:10 ET

The divergence in the technology stock sector is increasing, pay attention to the rotation opportunities in low-level directions such as Solid State Battery and CSI Consumer 360 index.

Track the entire lifecycle of the main Sector.

cls.cnMar 2 20:19 ET

Hong Kong Stock Market Morning Report | Political Bureau meeting mentioned real estate and stock market, the US-Ukraine mineral agreement was not signed.

① The Politburo of the Central Committee emphasized stabilizing the real estate and stock markets. ② The USA and Ukraine mineral agreement failed to be signed. ③ The core PCE price index in the USA increased by 2.6% year-on-year in January, meeting expectations. ④ According to the National Statistics Bureau, the manufacturing purchasing managers' index (PMI) in February was 50.2%, an increase of 1.1 percentage points from the previous month. ⑤ Peking: Striving to promote the deployment of 10,000 humanoid Siasun Robot&Automation by 2027.

cls.cnMar 2 18:15 ET