中兴通讯：已推出单机支持64张GPU的超节点服务器。 ...

Core Insights - The Shenzhen Leading Index (399653) closed at 3104.35 points, up 1.73%, with a trading volume of 105.65 billion yuan and a turnover rate of 0.96% [1] - Among the index constituents, 36 stocks rose while 12 fell, with Ruida Futures leading the gainers at an increase of 8.07%, and Binjiang Group leading the decliners with a drop of 3.33% [1] Index Constituents Summary - The top ten constituents of the Shenzhen Leading Index include: - Ningde Times (20.44% weight) at 415.60 yuan, up 7.56%, with a market cap of 1896.42 billion yuan [1] - Zhongji Xuchuang (8.35% weight) at 481.00 yuan, down 2.19%, with a market cap of 534.45 billion yuan [1] - Midea Group (7.67% weight) at 79.60 yuan, up 0.14%, with a market cap of 611.73 billion yuan [1] - Luxshare Precision (6.06% weight) at 57.38 yuan, down 0.68%, with a market cap of 417.85 billion yuan [1] - Sungrow Power (5.67% weight) at 190.51 yuan, up 1.53%, with a market cap of 394.97 billion yuan [1] - BYD (5.25% weight) at 99.83 yuan, up 2.11%, with a market cap of 910.17 billion yuan [1] - Wugong Liquor (4.41% weight) at 121.20 yuan, up 0.68%, with a market cap of 470.45 billion yuan [1] - Gree Electric (3.53% weight) at 41.00 yuan, down 0.36%, with a market cap of 229.66 billion yuan [1] - ZTE Corporation (2.83% weight) at 40.35 yuan, up 1.56%, with a market cap of 193.02 billion yuan [1] - Yuanlefang A (2.75% weight) at 4.04 yuan, unchanged, with a market cap of 151.15 billion yuan [1] Capital Flow Analysis - The net inflow of main funds into the Shenzhen Leading Index constituents totaled 3.862 billion yuan, while retail investors experienced a net outflow of 684 million yuan [1] - Notable capital flows include: - Ningde Times saw a net inflow of 2.655 billion yuan from main funds, while retail investors had a net outflow of 448 million yuan [2] - BYD had a net inflow of 607 million yuan from main funds, with retail investors experiencing a net outflow of 208 million yuan [2] - Zhongji Xuchuang had a net inflow of 409 million yuan from main funds, while retail investors had a negligible outflow [2]

中兴通讯在互动平台表示，公司参股0.2334%的深圳市创新投资集团有限公司（简称"深创投"）有投资 摩尔线程，根据摩尔线程披露的《首次公开发行股票并在科创板上市招股说明书》，深创投对摩尔线程 的持股比例为1.2246%。 ...

格隆汇11月13日丨中兴通讯(000063.SZ)在互动平台表示， 公司已推出单机支持64张GPU的超节点服务 器，支持Scale-Up与Scale-Out双重扩展模式，具备业界领先的集成度与扩展能力，可打造软硬协同、以 网强算、开放解耦、高效高稳的万卡、十万卡超大规模智算集群。 ...

崇达技术（002815.SZ）11月13日在投资者互动平台表示，尊敬的投资者，您好。中兴通讯是公司重要 战略客户，公司于2025年再度荣获其"最佳交付支持奖"。目前，公司主要为中兴通讯供应5G基站收发 信PCB主板、服务器产品。关于未来合作，公司将通过持续优化服务体系、加强技术协同，与客户共同 应对行业变革。公司将持续强化在高端通信、服务器PCB领域的技术积累与创新能力，把握市场机遇。 感谢您的关注。 （记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：请问公司是否是中兴通讯的核心供应商？中兴通讯作 为全球第四的通信供应商在未来6G建设中占据了重要位置，公司是否有计划跟措施进一步加强与中兴 通讯的合作？此外公司供应中兴的板材除了5G基站用是否还有交换机及ai服务器等其他类型板材？ ...

Group 1 - Semiconductor stocks experienced a rally in the afternoon, with notable increases in shares of Huahong Semiconductor (+5.78%), SMIC (+2.32%), ZTE (+1.91%), and Shanghai Fudan (+1.27%) [1] - Alibaba has reportedly launched a secret project called "Qianwen," aimed at developing a personal AI assistant app to compete directly with ChatGPT, leveraging its Qwen model [1] - Morgan Stanley's latest report indicates that concerns over an AI bubble persist, but the AI-driven semiconductor upcycle is far from peaking, with projections for global semiconductor revenue growth of 18% in 2026 and 11% in 2027 [1]

11月13日，中兴通讯盘中上涨2.11%，截至11:28，报40.57元/股，成交20.75亿元，换手率1.29%，总市 值1940.68亿元。 资金流向方面，主力资金净流入9191.80万元，特大单买入3.45亿元，占比16.62%，卖出2.45亿元，占比 11.81%；大单买入5.41亿元，占比26.05%，卖出5.48亿元，占比26.44%。 中兴通讯今年以来股价涨1.98%，近5个交易日跌4.77%，近20日跌24.91%，近60日涨14.28%。 今年以来中兴通讯已经3次登上龙虎榜，最近一次登上龙虎榜为10月17日，当日龙虎榜净买入-5.54亿 元；买入总计14.71亿元 ，占总成交额比9.15%；卖出总计20.26亿元 ，占总成交额比12.60%。 分红方面，中兴通讯A股上市后累计派现171.37亿元。近三年，累计派现81.14亿元。 机构持仓方面，截止2025年9月30日，中兴通讯十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股7687.64万股，相比上期减少1134.35万股。华泰柏瑞沪深300ETF（510300）位居第四大流 通股东，持股5489.07万股，相比上期减少237 ...

Market Overview - On November 12, the A-share market showed a slight decline, with the Shanghai Composite Index down 0.07%, the Shenzhen Component Index down 0.36%, and the ChiNext Index down 0.39% [2][3] - The total trading volume in the Shanghai and Shenzhen markets was 1.95 trillion yuan, a decrease of 48.6 billion yuan compared to the previous trading day [2] Sector Performance - The insurance, pharmaceutical, and oil & gas sectors saw the largest gains, while sectors such as cultivated diamonds, photovoltaics, and controllable nuclear fusion experienced the most significant declines [2] International Market - In the U.S. stock market, the Dow Jones Industrial Average rose by 326.86 points (0.68%) to close at 48,254.82 points, while the S&P 500 increased by 4.31 points (0.06%) to 6,850.92 points. The Nasdaq Composite fell by 61.84 points (0.26%) to 23,406.46 points [4][5] - European markets also saw gains, with the FTSE 100 up 0.12%, the CAC 40 up 1.04%, and the DAX up 1.22% [4] Commodity Prices - International oil prices fell, with WTI crude oil down 4.18% to $58.49 per barrel and Brent crude down 3.76% to $62.71 per barrel [4][5] Industry News - The China Photovoltaic Industry Association issued a statement refuting rumors aimed at discrediting the photovoltaic industry, emphasizing ongoing efforts to promote industry self-discipline and combat malicious short-selling [6] - The National Energy Administration announced plans to promote the application of renewable energy for heating, encouraging the development of multi-energy coupling comprehensive energy supply stations [7][8] Investment Insights - According to Debang Securities, the short-term market may continue to see a structural trend dominated by "new energy + policy themes," with a focus on the progress and effects of the "anti-involution" policy in the photovoltaic sector [12] - Pacific Securities noted that technology stocks are expected to show differentiation, with those supported by performance likely to maintain upward momentum, while those without may face significant corrections [12] Capital Market Developments - The Shanghai Stock Exchange International Investor Conference highlighted the importance of stabilizing the capital market and enhancing its internal stability, with plans to deepen reforms and expand long-term investment [9][10]

据路透社等媒体11月11日报道，欧盟委员会正在探索各种方法，迫使欧盟成员国逐步从电信网络中淘汰 来自华为和中兴的设备。欧盟委员会相关政客试图推动出台法案，禁止成员国在电信网络中使用华为 等"高风险供应商"的产品。 欧盟老调重弹中国电信供应商的安全风险毫无依据、荒谬至极。此前，美 国等频繁炒作华为等中国电信设备的安全问题，渲染其或被预设后门、可被用于网络攻击等，但时至今 日也拿不出任何中国电信设备存在上述风险的真凭实据。德国网络安全机构曾明确表示，已对来自世界 各地的华为产品进行了评估，并未发现可疑组件或后门。英国情报部门也曾称华为5G设备的安全风险 可控。以华为为代表的中国电信企业走的是以科技创新塑造核心竞争力的正道，无论是安全问题上的炒 作还是市场准入上的伎俩都遏制不住中国电信技术和产业的发展，欧盟将中国电信企业拒之门外最终只 会损害自身利益。（科技日报） ...

欧盟短时期内虽难以通过正式立法来影响成员国决策，但其政策建议对于中欧数字领域合作产生的实际 恶劣影响却难以忽视。一方面，欧委会相关文件、言论是基于"华为和中兴高风险"等出于政治导向、毫 无根据的抹黑，以为其以行政手段干涉正常业务合作寻找理由，但这种谣言的散播本身就在单方面损害 中欧之间技术和经济合作的互信，甚至为部分国家反华政客在本国立法进程发挥消极作用张目。另一方 面，欧盟相关言论和政策倾向也表明，其在对华地缘政治认知持续消极的基础上，试图将削弱和限制经 贸联系作为缓解安全焦虑的主要途径。 然而，反观当前欧盟自身数字及整体竞争力领域的短板和弊端，这种借安全为名行封闭、保护之实的倾 向恐使欧洲更难摆脱其自身困境。长期以来，欧盟在数字经济领域就面临市场碎片化、基础设施老化等 问题，而5G等通信部署迟缓或性能落后已经成为其数字经济新业态、人工智能、大数据以及产业数字 化所面临的瓶颈性挑战。在欧盟自身发布的《竞争力指南》和单一市场评估等政策文件中亦存在相似问 题。 当前，以华为、中兴为代表的中国通信企业，在设备、技术及全套解决方案上能够提供效率、性能居于 世界领先地位的选项，早已超越以价格和劳动力成本竞争的逻辑。相 ...