Zhi Tong Cai Jing·2025-09-11 02:58Group 1 - ZTE Corporation (00763) saw a stock increase of over 5%, specifically 5.72%, reaching HKD 34.42 with a trading volume of HKD 744 million [1] - Longcheng Securities (002939) highlighted that in the first half of the year, the company capitalized on AI opportunities in network infrastructure, computing power infrastructure, industry applications, and edge computing, which strengthened its domestic operator base and increased market share among overseas operators [1] - The company is accelerating the upgrade of AI edge products, effectively driving a faster revenue growth [1] Group 2 - The firm is recognized as a leader in the domestic ICT industry, rapidly expanding from connectivity to computing power, focusing on the strategy of large countries, large networks, and large T [1] - Minsheng Securities noted that the company maintains a competitive edge in the traditional communication network sector, with self-developed chips, domestic solutions, and intelligent computing supernodes expected to enhance market share in servers and switches [1] - The company's mobile phone segment continues to show growth, indicating optimism for the second growth curve [1]