多家通信行业头部企业都展示了其应对这一变革的系统性思考。6月19日，中兴通讯副总裁、终端事业 部产品中心主任罗炜接受南都湾财社记者专访时指出，面对激烈的市场竞争，终端业务的破局点在于精 准的差异化定位和对新兴增长点的把握。 他向记者强调，拥抱年轻化、通过"科技+文化"的融合与Z世代建立情感共鸣，是当前中兴终端实现"破 圈"和价值增长的关键一招。 从技术迭代到生态共生：AI浪潮重塑基础设施价值 "自2022年ChatGPT发布以来，AI大模型经历了从技术迭代到生态共生的'光速'发展，" 6月18日，中兴 通讯首席发展官崔丽在演讲中指出，"无论未来AI技术发展的方向和节奏如何变化，高效基础设施、高 效算法以及应用落地依然是主旋律。" 这一判断的背后，是AI发展对底层资源的巨大消耗。Scaling Law（扩展定律）从训练延伸至推理阶 段，意味着对算力和能源的需求持续攀升。如何为千行百业的智能化提供可持续、可负担的基础设施， 成为摆在全行业面前的课题。 中兴通讯对此提出的解决方案是，以系统性创新打造"网络、算力、能源"三位一体的智能基座，发 力"算力筑基"。 在网络层面，推动架构向"AI原生"演进。 其核心是推动网 ...

国家高度重视金融科技发展，通过技术赋能进一步推动金融服务实体经济、防范系统性风险，并助力双 碳目标的实现，强化中国金融业的全球竞争力与创新话语权，国家金融监管总局和国务院办公厅，以做 好五篇大文章为题，先后发布了政策指导文件，为未来金融发展指明了方向。在此背景下，以"开放创 新，科技赋能，共创金融新未来"为主题的2025中国国际金融展在上海隆重举行。展会期间，中兴通讯 （000063）高级副总裁、中国区政企市场总裁张雨接受媒体采访，就金融科技发展趋势与金融科技创新 应用表达了相关观点。 张雨认为，当前以人工智能为代表的新质生产力已成为下一阶段驱动经济增长的核心引擎，5G、全光 网络和智算中心等数字基础设施加速升级，全面支撑创新突破；AI大模型技术"光速"迭代，不仅推动了 智算中心建设和消费端业务增长，同时将带动网络建设的增长，成为驱动未来3-5年ICT行业攀升的核心 引擎，在此背景下，中兴通讯宣布新的企业愿景"成为网络连接和智能算力的领导者,让沟通与信任无处 不在"。这一愿景的提出，既是对公司40年创新精神的初心坚守与传承，也是为应对AI时代技术、产业 变革的前瞻布局。 布局底层技术创新，积极拥抱AI浪潮为数 ...

Core Viewpoint - The telecommunications industry is shifting focus from 5G infrastructure to AI infrastructure investment, with companies like ZTE Communications aiming to capitalize on growth opportunities in the AI era [1][2]. Group 1: AI and Infrastructure Investment - ZTE Communications is transitioning from a fully connected model to a "connection + computing power" model, anticipating significant growth driven by AI over the next 3 to 5 years [1][2]. - IDC predicts that the global AI market will exceed $800 billion by 2028, with a compound annual growth rate (CAGR) of over 32%, prompting major internet companies and operators to increase investments in computing infrastructure [1]. Group 2: Revenue and Business Segments - In 2024, ZTE Communications expects a 2.38% year-on-year decline in revenue due to the overall investment environment, but the company is optimistic about returning to growth driven by AI [2]. - The revenue from ZTE's second curve business, which includes computing and terminals, accounted for over 35% in Q1, while the enterprise business revenue doubled, making up over 20% [2]. Group 3: Shift in Revenue Sources - The operator network, previously ZTE's highest revenue source, saw a 15.02% decline in revenue to 703.27 billion yuan in the previous year, influenced by the domestic investment environment [3]. - By 2024, the operator business's revenue share is projected to decrease to 57.98%, while consumer business revenue will rise to 26.72%, and enterprise business revenue will reach 15.3% [3]. Group 4: Growth in Enterprise Business - The surge in AI adoption is driving demand for intelligent computing, with intelligent computing servers becoming a core growth engine for ZTE [4]. - The company anticipates significant growth in the enterprise market, driven by the digitalization needs of industries like short video and live streaming [4]. Group 5: Strategic Focus on Key Industries - ZTE is targeting major clients in the internet, finance, and power sectors, with significant investments in AI infrastructure from leading companies like Alibaba, which plans to invest 380 billion yuan over three years [5]. - The company has adopted a "large enterprise-small team" model to enhance responsiveness to clients, integrating R&D, supply chain, and sales resources [5]. Group 6: Consumer Business Challenges and Strategies - ZTE's consumer business, including smartphones, is viewed as a core growth area, with over 26% of total revenue coming from this segment last year [8]. - The company plans to increase investment in mobile phones, focusing on brand and channel development, and enhancing product competitiveness through collaboration with AI technology firms [9].