刚刚，大爆发！资深大佬强CALL，发生了什么？

Core Viewpoint - ZTE Corporation's stock has experienced significant fluctuations, with a notable surge attributed to a recent report from Zheshang Securities highlighting the undervaluation of its AI computing and network business progress, suggesting that AI could rejuvenate the company [1][5]. Group 1: Stock Performance - On August 21, ZTE's A-shares hit the daily limit, while H-shares rose over 14% before retracting [1][3]. - The stock has seen a substantial increase, with A-shares rising over 20% this week and more than 4% the previous week [3][7]. Group 2: Research Report Impact - The surge in ZTE's stock is closely linked to a report from Zheshang Securities, which is the only report on ZTE in the last three months, emphasizing the company's strategic position in AI and network capabilities [5][6]. - The report indicates that ZTE's core capabilities in super nodes, Switch Tray, and internal interconnection chips position it favorably in the market [5]. Group 3: Recent Contracts and Market Opportunities - ZTE recently won significant contracts in a procurement project by China Mobile for AI general computing devices, securing approximately 70% of the largest package, amounting to around 8.85 billion yuan [5][6]. - The company has capitalized on the growing demand for computing power, with rapid growth in server and storage revenue, particularly in intelligent computing servers [6]. Group 4: Foreign Investment Trends - Foreign investment in ZTE shows mixed signals, with BlackRock increasing its stake from 5.81% to 6.32% and then to 7.43%, indicating confidence in the company [9]. - Conversely, UBS reduced its stake from 7.05% to 6.94%, reflecting a potential shift in investment strategy [9]. - Goldman Sachs forecasts a 12% quarter-on-quarter increase in ZTE's net profit, projecting revenues to rise by 12% year-on-year, driven by demand for AI infrastructure and devices [9].