格隆汇8月21日｜中兴通讯A股成交额突破200亿元，为该股历史第二次，现涨超6%。 ...

8月21日，沪深两市成交额合计2.42万亿元，较上一交易日放量约158.23亿元。其中，沪市成交额 9977.42亿元，深市成交额1.43万亿元。中兴通讯成交额居首，为219.93亿元。其后是浪潮信息、北方稀 土、东方财富、寒武纪-U，成交额分别为154.61亿元、146.25亿元、136.88亿元、119.3亿元。 ...

中兴通讯A股成交额突破200亿元，为该股历史第二次，现涨超6%。 ...

中兴通讯今日盘中表现强劲，截至14时08分股价报42.80元，较前一交易日上涨2.86元，涨幅达7.16%。 成交量放大至436万手，成交额高达188.3亿元，换手率达到10.83%，显示资金活跃度明显提升。 消息面上，中兴通讯近期在AI领域取得重大突破。公司在中国移动2025年至2026年人工智能通用计算 设备集中采购项目中斩获多个标包，中标总金额约8.85亿元，占据超过50%的份额。 浙商证券发布研报指出，通信设备巨头，AI计算+网络业务进展明显低估，AI有望再造中兴。公司预期 差在于：超节点进展超预期，公司依托自身核心能力优势，有望占据超节点整机+Switch Tray+机内互 联交换芯片的核心战略地位。 来源：金融界 | | 42.80 +2.86 +7.16% | | | | 中兴通讯 立即 000063 交易 | | --- | --- | --- | --- | --- | --- | | SZSE CNY 14:08:33 交易中 | | | | | 通融/●+ | | | 港(07631.400(+5.65%) H/A:-33.05% | | Wind ESG评级 AA | | 诺 | | ...

Group 1 - ZTE Corporation's A-shares surged to a limit up and H-shares rose over 14% due to a recent research report from Zheshang Securities highlighting the undervaluation of its AI computing and network business [1] - The report indicates that ZTE's progress in super nodes is exceeding expectations, positioning the company strategically in the super node complete machine, Switch Tray, and internal interconnection chips [1] - ZTE won significant contracts in a recent procurement project by China Mobile for AI general computing devices, securing over 70% of the largest package, amounting to approximately 8.85 billion RMB [1] Group 2 - In its quarterly report, ZTE capitalized on the increasing investment in computing power by major domestic internet companies and operators, leading to rapid growth in server and storage revenue [2] - The company reported that over 60% of its intelligent computing server orders are driven by the DeepSeek demand, with applications across various industries [2] - BlackRock has increased its stake in ZTE, indicating strong investment confidence, with holdings rising from 5.81% to 6.32% and then from 6.98% to 7.43% in August [2] Group 3 - Goldman Sachs predicts a 12% quarter-on-quarter increase in ZTE's net profit for the second quarter, estimating it to reach 2.7 billion RMB, driven by AI innovation [3] - The expected revenue for ZTE in the second quarter is projected to grow by 12% year-on-year to 35.6 billion RMB, supported by rising demand for AI infrastructure and devices [3] - The gross margin for the second quarter is anticipated to improve to 37.8%, up from 34.3% in the first quarter [3]

Core Viewpoint - ZTE Corporation's stock experienced a significant surge due to a recent research report highlighting the company's undervalued AI computing and network business progress, suggesting that AI could lead to a major transformation for ZTE [1] Group 1: Recent Developments - ZTE's A-shares hit the daily limit while H-shares rose over 14% on August 21, attributed to a report from Zheshang Securities [1] - The report emphasized ZTE's strategic position in the super node market, indicating that the company is expected to capture a significant share of the super node system, Switch Tray, and internal interconnect chips [1] - ZTE won major contracts in a recent procurement by China Mobile for AI computing devices, securing approximately 70% of the largest contract worth around 8.85 billion RMB, marking it as a significant winner in the bidding process [1] Group 2: Financial Performance - ZTE's first-quarter report indicated rapid growth in server and storage revenue, particularly in intelligent computing servers, which captured over 60% of orders due to increased demand from major internet companies and operators [2] - The company has fully supported DeepSeek models in its intelligent integrated machine products, facilitating AI applications across various sectors including telecommunications, education, healthcare, and government [2] Group 3: Foreign Investment Interest - Foreign institutional investors have shown increasing confidence in ZTE, with BlackRock raising its stake from 5.81% to 6.32% and then from 6.98% to 7.43% within a short period [3] - Goldman Sachs projected a 12% quarter-on-quarter increase in ZTE's net profit for the second quarter, estimating it to reach 2.7 billion RMB, driven by rising demand for AI infrastructure and devices [3] - The anticipated revenue for ZTE in the second quarter is expected to grow by 12% year-on-year to 35.6 billion RMB, with a forecasted gross margin increase to 37.8% from 34.3% in the first quarter [3]

Group 1 - Microsoft research team launched the Micro LED optical module transmission solution MOSAIC, compatible with existing standards and supporting bandwidth expansion from 800Gbps to 3.2T, with a 68% reduction in power consumption, benefiting optical module and chip companies [1] - Yangtze Communication analysis indicates that optical modules are a core consumable in the AI era, with a stable industry pattern, and the exchange chip market is seeing new opportunities under the AI scale-up trend, highlighting the critical role of optical modules in infrastructure [1] - As of August 21, 13:00, the telecom ETF fund (560690.SH) rose by 2.18%, with its associated index, the China Telecom index (931235.CSI), increasing by 1.33%; major constituent stocks such as China Unicom, Silver Zhi Jie, ZTE, China Telecom, and New Yi Sheng saw gains ranging from 1.71% to 6.63% [1] Group 2 - GF Securities noted that the North American technology companies in the communication industry continued to report excellent performance, with the communication industry PE-TTM at 39.75 times, ranking 8th among all Shenwan first-level industries, while the CSI 300 PE-TTM was 13.42 times [2] - Debon Securities highlighted the satellite internet industry chain, including China Satcom and China Telecom, and emphasized the need to monitor the progress of satellite internet construction and policy implementation risks [2] - Both brokerages focus on the fundamentals of the communication industry and the dynamics of industry chain development [2] Group 3 - Related products include various ETFs such as telecom ETF (560690), semiconductor ETF (159813), and others [3] - Related stocks include China Unicom, China Mobile, China Telecom, ZTE, and others [3]

近期科技股成为市场最亮的星。8月以来，通信指数大涨超15%，高居申万一级行业涨幅榜首位；电子 指数大涨近13%，位居第二；计算机指数涨近10%，传媒指数涨近7%。 今日（8月21日）早盘科技题材继续冲高，电子指数创出历史新高。部分科技股早盘也有亮眼表现，通 信行业龙头中兴通讯AH股双双大涨，A股早盘一度涨停，H股一度涨超14%，收盘有所回落。 中兴通讯AH股开盘双双大涨 早盘中兴通讯AH股双双高开，其中A股高开近9%，并在竞价交易开始后1分钟左右时间即封上涨停；9 时49分，该股被大单砸开涨停板，此后持续高位震荡。截至上午收盘，中兴通讯A股涨超6%，H股大涨 超5%。 机构看好科技股行情 东方证券认为市场走势健康，继续看好指数，国内资本对市场的信心仍然处在上行趋势中，坚定持有是 合适的策略选择。主题方面，坚定看好国内科技，重点是中国AI，科技板块是确定性主线，后续科技 板块的相对优势会进一步加强，尤其重视国内人工智能产业链。 浙商证券研报指出，中兴通讯是通信设备巨头，AI计算+网络业务进展明显低估，AI有望再造中兴。该 机构主要基于以下逻辑：公司拥有完整的AI产品生态，互联网客户扩展顺利；国内超节点进展超预 ...

Group 1 - The A-share market is experiencing a strong performance in the chip sector, with stocks like Aojie Technology and Shengke Communication rising over 10% [2] - ZTE Corporation's A-shares quickly hit the daily limit within two minutes, later adjusting to a 6.69% increase, with a market value exceeding 200 billion [2] - ZTE's H-shares initially surged over 13%, later stabilizing at a 5.79% increase [3] Group 2 - CITIC Securities highlights the rise of AI applications, indicating a pressing need for domestic high-end chips, which may drive technological upgrades among Chinese chip manufacturers [5] - Chipmaker Chipone Technology saw a rise of over 6% in early trading, despite ByteDance denying any collaboration on AI chips [5] - Chipone's market capitalization is reported at 822.1 billion, with a price-to-earnings ratio of -93.28 [6] Group 3 - The Shenzhen Component Index briefly surpassed 12,000 points, marking a new high since February 17, 2023 [8] - The STAR 50 Index increased by over 2%, indicating strong market sentiment [8] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion, an increase of over 106.6 billion compared to the previous day [8]

Market Overview - The Shanghai Composite Index reached a new high of 3784.58 points during the session, marking a 0.35% increase by the close [2] - The market saw a total turnover exceeding 1.59 trillion yuan in the first half of the trading day [2] Sector Performance - The digital currency sector experienced significant gains, driving strength in software and certain financial sectors [2] - Other sectors that saw increases include oil and gas extraction, beauty care, e-commerce, agriculture, and gaming [2] Notable Stocks - Major stocks such as ZTE Corporation (000063), North Huachuang, Muyuan Foods, Mindray, Luxshare Precision, Wanhua Chemical, and Fuyao Glass showed significant upward movement [2] - ZTE Corporation surged by 6.36% with a trading volume of 16.418 billion yuan, leading the A-share market [4] AI Computing Sector - The AI computing sector displayed a mixed performance, with North American computing chains adjusting downwards while domestic computing concepts strengthened [4] - Notable gains were seen in stocks like Aojie Technology, Shengke Communication, and Wantong Development, with Wantong Development hitting a price limit [5] Semiconductor Sector - The semiconductor sector was active, with stocks like Zhaoyi Innovation hitting the price limit and North Huachuang and Demingli also rising [7] State-Owned Enterprises - "State-owned enterprises" stocks performed well, with notable increases in China Oil Capital, China Software, China Rare Earth, and China CRRC [8] Telecommunications Sector - The three major telecom operators, China Mobile, China Telecom, and China Unicom, all saw gains, benefiting from stable business performance and digital transformation [10] - The oil and gas extraction sector also rose, driven by the performance of major companies like China National Offshore Oil Corporation, China Petroleum, and China Petrochemical [10]