7月31日，中兴通讯H股盘中上涨3.94%，报25.26港元/股，成交额8396.82万港元。
消息面上，通信设备板块集体大涨，IPv6政策重磅催化叠加超节点规模化落地预期升温，带动算力产业链全面走强。同业个股中，剑桥科技涨17.39%，中际旭创涨14.58%，长飞光纤光缆涨14.13%，广和通涨5.25%。此外，瑞银集团近日将中兴通讯H股多头仓位从7.96%增至8.48%，显示国际机构对公司连接+算力双轮驱动格局的认可。公司此前已完成约10亿元A股回购计划，并在世界人工智能大会期间发布全球首款AI智能体手机NaviX Ultra，基本面利好持续释放。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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