智通财经网·2025-09-11 03:00Core Viewpoint - ZTE Corporation (00763) has seen a stock increase of over 5%, currently at 34.42 HKD with a trading volume of 744 million HKD, driven by positive market sentiment regarding its AI and network infrastructure strategies [1] Group 1: Company Performance - In the first half of the year, the company capitalized on opportunities presented by AI in network infrastructure, computing power infrastructure, industry applications, and edge computing, which helped solidify its domestic operator base and increase market share among overseas operators [1] - The company is accelerating the upgrade of AI edge products, effectively driving a faster revenue growth [1] - As a leading player in the domestic ICT industry, the company is rapidly expanding from connectivity to computing power, focusing on a strategy of large-scale national networks, which is expected to support steady performance growth [1] Group 2: Future Outlook - Looking ahead, the company is expected to maintain its competitive edge in the traditional communication network sector [1] - The self-developed chips, domestic solutions, and intelligent computing super-node systems are anticipated to help the company gain higher market shares in servers and switches, while its mobile phone segment continues to show growth [1] - The company is optimistic about the potential of its second growth curve [1]