智通财经网·2025-10-09 02:32Core Viewpoint - ZTE Corporation's stock has seen significant gains following the launch of its Co-Sight super intelligent agent at a global summit in Milan, indicating strong market interest and potential in AI solutions [1][2] Group 1: Stock Performance - ZTE's H-shares rose by 6.06% to HKD 38.16, with a trading volume of HKD 922 million, while A-shares increased by over 7% [1] Group 2: Product Launch and AI Strategy - The Co-Sight super intelligent agent was unveiled, emphasizing "full-stack openness, efficient development, and ecological prosperity" to enhance AI agent customization for global developers and industry partners [1] - Co-Sight aims to address industry challenges such as high customization barriers, compatibility issues, and long implementation cycles in AI [1] Group 3: Market Outlook and Growth Potential - Goldman Sachs highlighted ZTE's recent launch of the SuperPod solution, which offers AI training and inference capabilities, supporting 64 to 10,000 interconnected GPUs [2] - The SuperPod system provides greater flexibility for enterprise clients as AI workloads increase, while also reducing initial investment costs [2] - With rising demand for AI computing in mainland China and ZTE's comprehensive layout in AI servers, storage, and cooling products, Goldman Sachs maintains a positive outlook on ZTE's growth potential in the enterprise AI market [2] - The firm projects that ZTE's enterprise ICT business will contribute 29%, 31%, and 33% to total revenue from 2025 to 2027, with an expected annual compound growth rate of 17% for this segment [2]