Guotai CSI All Share Communications Equipment ETF

Telecom Equipment Exports Surge, Special Fiber Prices Jump 10x, Tianhong Fund Tops Returns in 2025

Cambridge Industries Discovers Strong Optical Module Demand, Advances Capacity Expansion and Supply Chain Security

HKEX filing shows BlackRock increases stake in ZTE to 7.58%

ZTE Showcases AI Strategy at LATAM Expo: Deploys 37k Units to Boost Throughput by 20%

JPMorgan Chase increased holdings in ZTE by approx 722k shares on May 12

JPMorgan reduces stake in ZTE by approx. 60.71 million HKD on May 11

Midea Group and ZTE Sign Strategic Cooperation Agreement

Inner Mongolia Energy Group Discusses Smart Energy Construction with ZTE

ZTE Demonstrates Technological Innovations at 2026 Broadband Conference in Sao Paulo

China Minmetals Enhances Business and Value Creation through Full Industry Chain Synergy

AI demand boosts Hon Hai's earnings, ZTE faces revenue without profit growth

ZTE Establishes Strategic Partnership with National Interventional Medicine Research Center for AI-driven Healthcare

ZTE Launches FTTR-B Full Optical Solution to Empower SME Digital Transformation

UOB Kay Hian analyst maintains hold rating on ZTE with target price

FII released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 251.08 B (forecast CNY 314.39 B), actual EPS CNY 0.53 (forecast CNY 0.5868)

Citi Releases Report: ZTE Exceeds Revenue Expectations But Falls Short on Gross Margin

Cambridge Technology Sees Significant Revenue and Net Profit Growth in Q1 2026

ZTE Reports a Significant Drop in Net Profit for the First Quarter

CIG released FY2026 Q1 earnings on April 27 After-Market (BJT), actual revenue CNY 1.287 B, actual EPS CNY 0.34

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HaiFuTong Electronic Media Stock A (006081) has a return of 209.72% over the past year, ranking 6th out of 988 in its category, with an excess return of 66.79%. As of May 19, 2026, the Sharpe ratio reached 5.11, indicating excellent performance. The fund's top ten holdings include Eoptolink, Zhongji Innolight, among others. This fund was established in 2018, and the manager, Wu Hao, has over 10 years of experience and has received a five-star rating

同壁财经

Eoptolink

Zhongji Innolight

Government Bond Index

DSBJ

YUANJIE SEMICONDUCTOR

Sytech

Skyverse

FORE

Haifutong Electronic Media Stock A (006081): Up 209.72% in the past year, with an excess return of 66.79% over the past year, high Sharpe ratio, and awarded a five-star rating

CIEN

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ZTCOY

The Optical Transport equipment market is projected to grow 16% in 2026, exceeding $18 billion in revenue, driven by AI data center demand, according to Dell'Oro Group. The market saw a 20% year-over-year growth in Q1 2026, with significant increases in WDM Systems and DCI revenue. However, supply chain issues may limit further growth. Key vendors include Huawei, Ciena, Nokia, and ZTE.

prnewswire

Ciena

ZTE Corporation

Nokia Oyj

Marvell Tech

Cisco

05:30 ETOptical Transport Equipment Market Forecast to Grow 16 Percent in 2026, According to Dell'Oro Group

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China's telecom giants are introducing AI token plans to monetize the AI boom, moving away from traditional gigabyte billing. China Telecom launched nationwide token-based pricing packages for consumers and businesses, with prices ranging from 9.9 yuan for 10 million tokens to 299.9 yuan for 250 million tokens. Other carriers like China Unicom and China Mobile are also adopting similar strategies. The demand for AI tokens has surged, with over 140 trillion token calls recorded daily in March.

SCMP

CHINA MOBILE

China Mobile

CHINA TELECOM

China Unicom

CHINA UNICOM

Harvest CNI Communication ETF

ChinaAMC CSI 5G Communication ETF

China Southern CSI Communication Service ETF

KNOWLEDGE ATLAS

CN Mobile HK SDR 5to1

CHINA MOBILE-R

Forget cellular data: China’s telecoms giants are selling AI token plans

CHINA TELECOM has launched trial commercial Token plans starting from RMB9.9 per month for individual customers and RMB39.9 for developers. The plans offer integrated services including Token, connectivity, and security, supporting various applications like AI programming and content creation. Additionally, the company will introduce Tianyi Token Coin for customer rewards and expand Token benefits through partnerships with AI ecosystem partners.

AASTOCKS News

Chagee

CHINA TELECOM Unrolls Commercial Token Plans with Monthly Fee Starting from RMB9.9

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ZTE showcased its AI and network integration strategies at GSMA M360 LATAM 2026, emphasizing its role in transforming Latin American operators from connectivity providers to digital economy enablers. CEO Chen Zhiping highlighted ZTE's AI-Native network innovations and solutions that enhance network efficiency and reduce costs. The company aims to bridge the digital divide in Latin America through tailored ICT solutions, ensuring sustainable growth and intelligent upgrades for local operators.

PR Newswire

Millicom International Cellular SA

ZTE Showcases at GSMA M360 LATAM 2026, Driving Future Business Model Restructuring -- AI & Network Two-Way Integration

Shanghai Telecom has launched a token-based tariff package, allowing users to purchase 250,000 credit points for 1 yuan, supporting mobile bill payments. Meanwhile, Anthropic is seeking an additional $30 billion in funding for its AI lab, which has attracted significant venture capital investment.

CoinLive

NVIDIA

Berkshire Hathaway

Berkshire Hathaway B

Alphabet

Alphabet - C

Delta Air Lines

Amazon

New York Times

Visa

Mastercard

Unitedhealth

Chevron

Bank of America

Apple

NVIDIA Corporation

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

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BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Shanghai Telecom launches token-based tariff packages; Anthropic seeks further funding.

002929

RJGF (002929) won the bid for a procurement project from China Mobile Communications Group Zhejiang Co., Ltd., with an amount of 16.1763 million yuan. The operating revenue for 2024 is expected to be 9.199 billion yuan, with a growth rate of 4.23%; the net profit is expected to be 247 million yuan, a decrease of 43.77%. In the first half of 2025, the operating revenue is expected to be 4.867 billion yuan, with a growth rate of 10.02%; the net profit is expected to be 39 million yuan, a decrease of 83.37%

RJGF

RJGF (002929): Won the bid for a procurement project from China Mobile Communications Group Zhejiang Co., Ltd., with a bid amount of 16.1763 million yuan

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Foxconn Industrial Internet Co., Ltd. has scheduled its 2025 shareholders’ meeting for June 9, 2025, in Shenzhen. The agenda includes discussions on profit distribution, a 2026 interim dividend plan, director remuneration, and a new compensation management system. These measures aim to enhance corporate governance and may influence investor confidence and oversight standards.

Tip Ranks

Hon Hai Precision Industry Co., Ltd.

Foxconn Industrial Internet Sets June 2025 Shareholders’ Meeting With Focus on Dividends and Governance

HNHPF

Hon Hai Precision Industry reported a 19% increase in first-quarter profit, reaching NT$49.9 billion, driven by strong demand for AI servers. The company anticipates substantial sales growth this year, with the US becoming its largest AI server production hub. Despite margin pressures, the AI server cycle is expected to help offset rising costs. First-quarter sales rose by 30%, totaling NT$2.1 trillion, supported by AI demand in cloud services. Investors are considering the impact of AI momentum, potential iPhone 17 sales, and supply-chain risks from the Middle East crisis.

GuruFocus

Meta Platforms

Microsoft

Hon Hai Profit Jumps 19% As AI Server Demand Accelerates

Citi's report highlights a significant shift among China's major telecom operators—China Telecom, China Mobile, and China Unicom—toward AI Token plans, moving from traditional billing to a utility-like AI subscription model. This transition could lead to a valuation re-rating as telecoms leverage their networks and data centers for AI applications. However, the success of this model hinges on user adoption and the competitiveness of their proprietary AI models.

Citigroup

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Citi: "Telecom Big Three" Shift Toward Foundational AI Infrastructure Suppliers, Ushering in Potential Valuation Re-rating

Guotai CSI All Share Communications Equipment ETF(515880.SH)