10月9日，中兴通讯AH股齐涨，截至发稿，中兴通讯H股涨超8%，中兴通讯A股涨超9%。
消息面上，近日，中兴通讯全球峰会暨用户大会在意大利米兰隆重举行，会上Co-Sight超级智能体海外首发亮相，以 “全栈开放、极效开发、生态共荣” 优势，为全球开发者以及行业伙伴提供高效AI Agent定制能力，加速各行业智能化升级。Co-Sight超级智能体作为中兴通讯AI战略的核心引擎，依托“连接+算力”技术积淀，致力于破解当前AI Agent定制门槛高、兼容难、落地周期长等产业瓶颈。
此外，高盛研报指出，中兴通讯近期推出SuperPod解决方案，为企业客户提供AI训练和推论能力。该系统支援64个至1万个GPU互连，当AI工作量增长时为企业客户提供更大弹性，并降低初始投资成本。随着内地对AI计算需求增加，以及中兴通讯在AI服务器、储存、冷却等产品的综合布局，该行对公司在企业AI市场的增长潜力持积极看法。该行预计中兴通讯2025年至2027年间，企业ICT业务对总收入的贡献分别为29%、31%及33%，并预期该业务的收入年均复合增长率达17%。
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