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Research Reports: China Securities Co.,Ltd. maintains a "Buy" rating for ZTE, with AI driving revenue back to growth.
CSC's Research Reports point out that in recent years, ZTE (000063.SZ) has been continuously promoting a strategic upgrade from full connectivity to connectivity + computing power, showing initial results. Driven by AI innovation, the company's revenue in the first quarter of 2025 grew by 7.8% year-on-year, returning to a growth trajectory, with the second curve, including computing power and terminals, accounting for over 35%. DeepSeek accelerates the construction of domestic AI infrastructure and the development of AI applications, as the company speeds up the construction of a comprehensive AI capability system covering intelligent computing infrastructure, terminals, and Industry intelligence, which is expected to benefit in the medium to long term. In the first quarter, the company's government and enterprise Business revenue increased year-on-year.
All in AI, AI for AI ZTE win-win in the era of digital intelligence.
On April 28-29, 2025, the ZTE China Ecological Partner Conference was held in Fuzhou as scheduled, anchoring the strategic proposition of "All in AI, AI for All", fully showcasing ZTE's practices in driving the digital and intelligent transformation of various industries with the dual engines of "connection + computing power."
ZTE's (SZSE:000063) Investors Will Be Pleased With Their Respectable 47% Return Over the Last Three Years
Express News | BlackRock's Long Position in H Shares of ZTE Corp Increases to 6.93% on April 29 From 5.79% - HKEX
Market Chatter: ZTE Sees Revenue Growth on Smart Projects' Acceleration
Jefferies Upgrades ZTE to Hold From Underperform, Adjusts Price Target to HK$18.82 From HK$19.47