算力拓展
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中兴通讯股价上涨,公司加快从连接向算力拓展,机构看好其业绩或将保持稳健发展
Zhi Tong Cai Jing· 2025-09-11 03:24
Group 1 - The core viewpoint is that the company is leveraging opportunities in AI across various sectors, including network infrastructure and computing power, which is expected to accelerate revenue growth [3] - The company is focusing on expanding its market share among domestic and overseas operators while enhancing its AI edge products [3] - The company is anticipated to maintain steady performance due to its leadership in the ICT industry and its strategic focus on large-scale networks and computing power [3] Group 2 - The traditional communication network sector is expected to remain a competitive strength for the company [3] - The company's self-developed chips, domestic solutions, and intelligent computing systems are projected to help increase market share in servers and switches [3] - The growth trend in the company's mobile phone segment is viewed positively, indicating potential for a second growth curve [3]