Ge Long Hui·2025-10-08 05:47Core Viewpoint - Goldman Sachs reports that ZTE Corporation has recently launched the SuperPod solution, providing AI training and inference capabilities for enterprise clients, indicating a positive outlook on the company's growth potential in the enterprise AI market due to increasing demand for AI computing in mainland China [1] Group 1: Company Growth Potential - The report highlights ZTE's comprehensive layout in AI servers, storage, cooling, and other products, which positions the company well to capitalize on the growing AI market [1] - Goldman Sachs projects that from 2025 to 2027, the contribution of ZTE's enterprise ICT business to total revenue will be 29%, 31%, and 33% respectively, with an expected annual compound growth rate of 17% for this business segment [1] Group 2: Target Price Adjustment - Goldman Sachs has raised the target price for ZTE Corporation, setting the H-share target price at HKD 38.4 and the A-share target price at CNY 59.5, while maintaining a "Neutral" rating [1]