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旺仔旺发
2025-10-16

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ZTE surged by more than 7%! AI servers enter the stage of heavy volume, and revenue starts to accelerate growth

10月16日，$中兴通讯 $延续近期涨势，股价大涨逾7%！$海通$国际指出，AI服务器进入放量阶段，营收开启加速增长。此外，公司强化智算相关产品的研发，通过自研芯片、AI服务器等硬件与AI工具链、软硬协同优化等软件能力，能够满足多样化AI场景需求。该行判断，公司有望凭借业界领先的芯片全流程设计能力，进一步强化在AI领域的长期竞争实力。

ZTE surged by more than 7%! AI servers enter the stage of heavy volume, and revenue starts to accelerate growth

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AI servers enter the stage of heavy volume, and revenue starts to accelerate growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1148268043","media":"老虎资讯综合","summary":"10月16日，$中兴通讯 $延续近期涨势，股价大涨逾7%！$海通$国际指出，AI服务器进入放量阶段，营收开启加速增长。此外，公司强化智算相关产品的研发，通过自研芯片、AI服务器等硬件与AI工具链、软硬协同优化等软件能力，能够满足多样化AI场景需求。该行判断，公司有望凭借业界领先的芯片全流程设计能力，进一步强化在AI领域的长期竞争实力。","content":"<p><html><head></head><body>On October 16,<a href=\"https://laohu8.com/S/00763\">ZTE</a>Continuing the recent rally, the stock price has soared by more than 7%! AI servers have entered the stage of heavy volume, and revenue has started to accelerate growth.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75d64112f86213875f672302e9439095\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/603162\">Haitong</a>It is pointed out that AI servers have entered the stage of heavy volume, and their revenue has started to accelerate growth. In addition, the company strengthened the research and development of intelligent computing-related products, and was able to meet the needs of diverse AI scenarios through self-developed hardware such as chips and AI servers and software capabilities such as AI toolchain and collaborative optimization of software and hardware. Outstanding core chip capabilities, self-developed \"Dinghai\" DPU chip, \"<a href=\"https://laohu8.com/S/600480\">Ling Yun</a>\"Switching chip,\" Everest \"CPU chip, etc. At the 2025 China Computing Power Conference, the company won the annual major breakthrough achievement award for its\" intelligent computing super node system based on the open architecture of high-speed interconnection between GPU cards and self-developed 'Lingyun' AI switching chip \". The bank judged that the company is expected to further strengthen its long-term competitiveness in the field of AI with its industry-leading chip full-process design capabilities.</p><p><p style=\"text-align: justify;\">Public information shows that in the field of chips,<a href=\"https://laohu8.com/S/00763\">ZTE</a>Since 1996, it started chip research and development, and continuously strengthened investment in advanced process design, advanced architecture and package design, core intellectual property rights, digital and efficient development platform, etc. ZTE Microelectronics, a subsidiary, has the full-process design capability of complex SoC chips, and has independently developed and successfully commercialized more than 130 chips.<a href=\"https://laohu8.com/S/002787\">Huayuan</a>Securities believes that the company's R&D layout and technical depth in the chip field may help it build core competitiveness in the AI wave.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ZTE surged by more than 7%! AI servers enter the stage of heavy volume, and revenue starts to accelerate growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nZTE surged by more than 7%! AI servers enter the stage of heavy volume, and revenue starts to accelerate growth\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2025-10-16 10:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On October 16,<a href=\"https://laohu8.com/S/00763\">ZTE</a>Continuing the recent rally, the stock price has soared by more than 7%! AI servers have entered the stage of heavy volume, and revenue has started to accelerate growth.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75d64112f86213875f672302e9439095\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/603162\">Haitong</a>It is pointed out that AI servers have entered the stage of heavy volume, and their revenue has started to accelerate growth. In addition, the company strengthened the research and development of intelligent computing-related products, and was able to meet the needs of diverse AI scenarios through self-developed hardware such as chips and AI servers and software capabilities such as AI toolchain and collaborative optimization of software and hardware. Outstanding core chip capabilities, self-developed \"Dinghai\" DPU chip, \"<a href=\"https://laohu8.com/S/600480\">Ling Yun</a>\"Switching chip,\" Everest \"CPU chip, etc. At the 2025 China Computing Power Conference, the company won the annual major breakthrough achievement award for its\" intelligent computing super node system based on the open architecture of high-speed interconnection between GPU cards and self-developed 'Lingyun' AI switching chip \". The bank judged that the company is expected to further strengthen its long-term competitiveness in the field of AI with its industry-leading chip full-process design capabilities.</p><p><p style=\"text-align: justify;\">Public information shows that in the field of chips,<a href=\"https://laohu8.com/S/00763\">ZTE</a>Since 1996, it started chip research and development, and continuously strengthened investment in advanced process design, advanced architecture and package design, core intellectual property rights, digital and efficient development platform, etc. ZTE Microelectronics, a subsidiary, has the full-process design capability of complex SoC chips, and has independently developed and successfully commercialized more than 130 chips.<a href=\"https://laohu8.com/S/002787\">Huayuan</a>Securities believes that the company's R&D layout and technical depth in the chip field may help it build core competitiveness in the AI wave.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"BK1607":"新IT概念","BK0058":"智慧城市","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","BK0196":"行业龙头","BK0125":"芯片国产化","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","000063":"中兴通讯","BK0030":"云计算","BK0103":"IPV6","BK0167":"5G","BK1529":"电讯设备","BK1506":"5G概念","BK0026":"智能家居","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","BK0214":"IT设备","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","BK0067":"物联网","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK0183":"MSCI概念","BK0055":"第三方支付","BK0188":"融资融券","BK0000":"一带一路","BK0012":"证金概念","BK0171":"无线充电","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","BK0028":"国家队","BK1526":"科网股","BK0148":"宽带提速","00763":"中兴通讯","BK0090":"移动互联网","BK1149":"通信设备","BK0123":"4G","BK0018":"去IOE"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148268043","content_text":"10月16日，中兴通讯延续近期涨势，股价大涨逾7%！AI服务器进入放量阶段，营收开启加速增长。海通国际指出，AI服务器进入放量阶段，营收开启加速增长。此外，公司强化智算相关产品的研发，通过自研芯片、AI服务器等硬件与AI工具链、软硬协同优化等软件能力，能够满足多样化AI场景需求。核心芯片能力突出，自研“定海”DPU芯片、“凌云”交换芯片、“珠峰”CPU芯片等，在2025中国算力大会上，公司凭借“基于GPU卡间高速互联开放架构和自研‘凌云’AI交换芯片的智算超节点系统”荣获年度重大突破成果奖。该行判断，公司有望凭借业界领先的芯片全流程设计能力，进一步强化在AI领域的长期竞争实力。公开资料显示，在芯片领域，中兴通讯自1996年开始芯片研发，在先进工艺设计、先进架构和封装设计、核心知识产权、数字化高效开发平台等方面持续强化投入，子公司中兴微电子已具备复杂SoC芯片前后端全流程设计能力，自主研发并成功商用的芯片超过130种。华源证券认为，公司在芯片领域的研发布局和技术纵深，或有助于其在AI浪潮中筑造核心竞争力。","news_type":1,"symbols_score_info":{"000063":1.5,"00763":1.5}},"isVote":1,"tweetType":1,"viewCount":461,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}