专家访谈汇总：中兴通讯稳了？

Group 1 - AI technology empowers hardware, driving upgrades in smart devices and applications in AI glasses, autonomous driving, robotics, AIPC (AI personal computers), and AI toys [1] - AI model training and inference require robust network and storage support, leading to investment opportunities in 5G, IDC (data centers), and optical communication [1] - China Mobile assists China National Petroleum in completing DeepSeek V3/R1 localization and private deployment, promoting AI in the energy and chemical sectors [1] - ZTE Corporation projects 2024 revenue of 121.3 billion and net profit of 8.42 billion, maintaining steady growth despite a decline in telecom capital expenditure [1] - Huawei launches the Xinghe communication system, the first intelligent vehicle communication system, integrating satellite and ground communication to support satellite communication market development [1] Group 2 - Non-bank deposits have continuously decreased by 4 trillion over the past four months, with expectations of reduced impact in the future [2] - The construction industry is slowly resuming work post-holiday, with a national construction site resumption rate of 64.6% at the end of February, down 10.8% year-on-year, which may lead to M0 return [2] - Bank deposit certificate quotas have been raised, with Industrial Bank, Bank of China, Bank of Communications, and Agricultural Bank increasing quotas by 1 trillion, 525.7 billion, 500 billion, and 480 billion respectively [2] Group 3 - The National Healthcare Security Administration released a draft notice to establish a pricing mechanism for newly listed chemical drugs, encouraging high-quality innovation, benefiting innovative drug pricing and medical insurance payments [2] - The State Council approved the "Full Chain Support for Innovative Drug Development Implementation Plan," proposing comprehensive support in pricing management, medical insurance payments, commercial insurance, and investment financing [2] - The National Healthcare Security Administration announced plans to release the first version of the Class B catalog by 2025, further promoting the development of commercial insurance and expanding payment channels [2]