智通财经APP获悉，中兴通讯(00763)再跌超4%，截至发稿，跌3.88%，报26.74港元，成交额2.44亿港 元。 消息面上，近日，字节跳动旗下AI大模型豆包手机助手，与中兴通讯合作推出"豆包手机"努比亚M153 工程机引发关注，但多款头部应用对其进行"围剿"，微信、淘宝、咸鱼及多家手机银行App陆续对豆包 手机助手弹出"安全警告"并强制退出。豆包手机助手宣布将调整部分AI能力。 此外，中兴通讯拟使用自有资金10亿元-12亿元回购公司股票。公司近期发布公告称，公司已知悉近期 新闻媒体针对本公司涉及美国《反海外腐败法》合规性调查的报道。本公司正与美国司法部就有关事项 进行沟通，并将通过法律等手段坚决维护自身权益。 ...

Core Viewpoint - ZTE Corporation's wholly-owned subsidiary, ZTE Microelectronics, focuses on chip research and design, without involvement in chip manufacturing [1] Group 1 - ZTE Microelectronics leverages years of chip research experience and is positioned to capitalize on the advantages of communication networks [1] - The company is actively integrating into the ICT convergence development trend and gradually expanding into emerging fields such as computing power [1] - ZTE Microelectronics is continuously enhancing its technological breadth and market space [1]

Core Viewpoint - ZTE Corporation's wholly-owned subsidiary, ZTE Microelectronics, focuses on chip research and design, without involvement in chip manufacturing [1] Group 1: Company Focus - ZTE Microelectronics leverages years of chip research experience and is positioned to capitalize on the advantages of communication networks [1] - The company is actively integrating into the ICT convergence development trend, gradually expanding into emerging fields such as computing power [1] - ZTE Microelectronics is continuously enhancing its technological breadth and market space [1]

Core Viewpoint - Ciena Corporation has achieved a significant stock rally, reaching a 24-year high due to strong earnings performance and a positive outlook for the upcoming fiscal year [1][5]. Financial Performance - For the full fiscal year 2025, Ciena's net income increased by 47% to $123 million from $83.9 million the previous year, while revenues rose by 18.9% to $4.77 billion from $4.01 billion [2]. - In the fourth quarter, net income fell by 47% to $19.5 million from $37.03 million, despite a 20% increase in revenues to $1.35 billion from $1.12 billion [3]. - The company anticipates revenues for the fiscal year 2026 to be between $5.7 billion and $6.1 billion, indicating an implied growth of 19.5% to 28% from fiscal year 2025 [5]. Market Position and Outlook - Ciena's Chief Finance Officer highlighted the company's market momentum and commitment to financial discipline, which contributed to exceeding guidance for the fourth quarter [3]. - The company is well-positioned for future growth, supported by strong cash generation and a solid balance sheet, aiming to deliver value to customers and shareholders in 2026 [4].

Core Viewpoint - Ciena Corp reported strong fourth-quarter results and provided optimistic guidance for 2026, despite a decline in stock price following analyst upgrades to price forecasts [1][8]. Financial Performance - Fourth-quarter revenue increased by 20% year-over-year and 11% sequentially, reaching $1.35 billion, which was approximately $70 million (5%) above analyst estimates [2]. - Gross margins improved to 43.4%, up 150 basis points quarter-over-quarter and 80 basis points above the firm's model [2]. - Adjusted EPS for the quarter was $0.91, exceeding the estimate of $0.74 by 28% [2]. Annual Results - For the full fiscal year, Ciena achieved $4.77 billion in revenue and $7.8 billion in orders, ending fiscal 2025 with a backlog of roughly $5 billion compared to $2.1 billion the previous year [3]. Guidance and Expectations - Ciena projected first-quarter 2026 revenue to be around $1.39 billion, representing a sequential increase and approximately 30% year-over-year growth, which is $140 million (11%) above consensus [4]. - The company raised its fiscal 2026 revenue growth guidance to a range of 20%–28%, surpassing previous expectations [4]. Margin Outlook - Ciena indicated first-quarter gross margins near 43.5% but anticipated a dip in Q2 2026 due to increased 800ZR revenue for scale-across work, with expectations for margin improvement in the second half of 2026 [5]. - The fiscal 2026 operating margin target was lifted to 17% from 16%, supported by revenue growth and stable operating expenses year-over-year [5]. Earnings Projections - The analyst raised the fiscal 2026 EPS forecast to $5.25 from $4.25 and introduced a fiscal 2027 EPS estimate of $6.78, noting that these figures are conservative [6]. - Upside scenarios with over 30% revenue growth and low-20s operating margins could potentially increase earnings by $10–$12 [6]. Market Position - Ciena is expected to capture nearly 100% of line systems for scale-across in fiscal 2026, leveraging its unique Hyper Rail/Multi Rail technology, and is anticipated to dominate the 800ZR pluggable market [7]. - Initial scale-across deployments began in Q4 2025, with estimates of numerous projects in fiscal 2026, each contributing high tens of millions to low hundreds of millions in revenue [8].

Core Viewpoint - ZTE Corporation (000063) announced a share buyback plan, intending to repurchase shares worth between 1 billion to 1.2 billion yuan at a price not exceeding 63.09 yuan per share [1] Summary by Category - **Company Announcement** - ZTE Corporation plans to repurchase shares valued at 1 billion to 1.2 billion yuan [1] - The maximum buyback price is set at 63.09 yuan per share [1]

12月12日午间休盘期间，中兴通讯发布公告，表示公司拟使用自有资金以集中竞价交易方式回购公司A股股份，用于实施公司员工持股计划或者股权激励。 根据公告信息，本次回购资金总额为不低于人民币10亿元且不超过人民币12亿元（均包含本数）。按照回购资金上限人民币12亿元、回购A股股份价格上限 人民币63.09元/股测算，公司本次回购股份数量约为1902.04万股，约占公司目前总股本的0.40%。 具体回购股份的数量以回购期满时实际回购的股份数量为准。本次回购期限自董事会审议通过本次回购方案之日起12个月内。 截止发稿前，中兴通讯股价上涨0.3元，涨幅0.79% 此前在11日，中兴通讯在港交所公告称，公司董事会已知悉近期新闻媒体针对公司涉及美国《反海外腐败法》合规性调查的报道。公司正与美国司法部就有 关事项进行沟通，并将通过法律等手段坚决维护自身权益。 中兴通讯强调，公司始终坚持全面强化合规体系建设，致力于建设行业领先的合规体系。公司反对一切形式的腐败行为，对任何可能相关的个人持零容忍态 度。同时，中兴通讯表示，公司目前生产经营一切正常。 受相关消息影响，中兴通讯当天股价大幅下跌。截至11日收盘，中兴通讯A股跌停。 本 ...

Core Viewpoint - ZTE Corporation announced a plan to repurchase its shares worth between 1 billion to 1.2 billion yuan following a significant drop in its stock prices on both A-share and Hong Kong markets [1][3]. Group 1: Share Repurchase Announcement - The company plans to use its own funds to repurchase A-shares through centralized bidding, with a total repurchase amount not less than 1 billion yuan and not exceeding 1.2 billion yuan [3]. - Based on the upper limit of 1.2 billion yuan and a maximum repurchase price of 63.09 yuan per share, the estimated number of shares to be repurchased is approximately 19.02 million, accounting for about 0.40% of the total share capital [3]. - If calculated with the lower limit of 1 billion yuan, the estimated repurchase shares would be around 15.85 million, representing about 0.33% of the total issued shares [3]. - The repurchase period is set to be within 12 months from the date of the board's approval of the repurchase plan [3]. Group 2: Stock Price Movement - On December 11, ZTE's A-shares and Hong Kong shares experienced significant declines, with A-shares closing at 37.82 yuan per share, down 10%, and Hong Kong shares at 27.50 HKD per share, down 13.08% [3][4]. - As of December 12, ZTE's Hong Kong stock price showed signs of recovery, rising to 28.08 HKD per share, an increase of 2.11%, while A-shares still fell by 0.32% [5]. Group 3: Compliance and Legal Matters - The company acknowledged media reports regarding its involvement in a compliance investigation related to the U.S. Foreign Corrupt Practices Act and is in communication with the U.S. Department of Justice [4]. - ZTE emphasizes its commitment to strengthening its compliance system and maintaining a zero-tolerance policy towards corruption [4]. - The company asserts that its production and operations remain normal despite the ongoing investigation [4].

Core Viewpoint - The article discusses the recent developments regarding ZTE Corporation, including its stock performance and potential legal issues related to overseas bribery allegations, highlighting the company's ongoing compliance efforts and historical challenges with regulatory authorities [2][4]. Group 1: Stock Performance - On December 12, ZTE's stock hit the limit down, closing at 37.82 yuan per share, following reports that the company might pay over $1 billion, potentially up to $2 billion, to the U.S. government to resolve long-standing bribery allegations [2]. Group 2: Compliance and Legal Issues - ZTE issued an urgent announcement acknowledging media reports about an investigation into its compliance with the U.S. Foreign Corrupt Practices Act, stating that it is in communication with the U.S. Department of Justice and will defend its rights through legal means [4]. - The company emphasized its commitment to strengthening its compliance system and maintaining a zero-tolerance policy towards corruption, asserting that its production and operations remain normal [4]. - ZTE has faced compliance challenges in the past, including a significant settlement in 2018 where it paid a total of $2.29 billion (approximately 14.7 billion yuan) in fines due to violations of U.S. export control laws, which led to substantial losses in 2016 and 2018 [4].

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