ZTE's stock surged 5.26% in early trading on Friday, riding a wave of positive sentiment across the communications equipment sector. The rally was fueled by a major IPv6 policy catalyst and rising expectations for large-scale deployment of super-nodes, which boosted the entire computing power industry chain.

Peer stocks also saw significant gains, with CIG surging 17.07%, ZJ Innolight rising 14.48%, YOFC up 14.24%, and Fibocom gaining 4.85%, underscoring the broad-based sector strength.

Adding to the bullish momentum, UBS Group recently increased its long position in ZTE H-shares from 7.96% to 8.48%, signaling international institutional recognition of the company's connectivity-plus-computing dual-engine growth strategy. The company also recently completed approximately 1 billion yuan in A-share buybacks and unveiled the world's first AI agent smartphone at a major industry conference, further supporting positive investor sentiment.