Guotai CSI All Share Communications Equipment ETF

A2 Optical Fiber Preform Demand Surges, Prices Jump 550%, Capacity Owners Become Biggest Beneficiaries

Foxconn and Intel Reach Strategic Cooperation to Co-develop Next-Gen AI Infrastructure

ZTE and Tencent Partner to Launch AI Cloud PC with Native WorkBuddy

FII Says NVIDIA Vera Rubin Mass Production Begins, Jensen Huang Visits Hon Hai Booth

ZTE Receives Wind ESG Rating of AA, Comprehensive Score Rises to 8.25, Ranking Top in Industry

ZTE to Hold 2025 Annual General Meeting on June 17, 2026 to Review Multiple Proposals

ZTE Proposes to Apply for 8.3 Billion RMB Hedging Derivatives Trading Quota

Leon Technology Middle East and ZTE Saudi Sign Strategic Agreement to Build Communication Infrastructure

ZTE Releases 2025 Sustainability Report, Emphasizing AI-Driven ESG and High R&D Investment

ZTE Unveils Localized AI Infrastructure Roadmap for Eurasia at GSMA M360 Eurasia

ZTE Releases 2025 Sustainability Report: Scope 1 and 2 Emissions Cut by 46%, Exceeding Phase 1 Net Zero Target

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

00992

LNVGY

SOXX

159998

515880

Lenovo Group shares surged to a record high, driven by Goldman Sachs raising its target price to HKD31 and maintaining a Buy rating. The broker cited Lenovo's benefit from the AI PC trend, expected market share growth, and strong demand for AI servers. Consequently, profit forecasts for FY2027-2029 were increased, reflecting optimism about product mix upgrades and industry consolidation.

AASTOCKS News

LENOVO GROUP

Lenovo Group

iShares Semiconductor ETF

China Southern CSI Semiconductor Industry Custom ETF

Invesco S&P 500 Equal Weight Tech ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GF Fund CNI Semiconductor Chips ETF

First Trust Nasdaq Food & Semicon

GF Fund CNI Information Technology Innovation Theme ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

ISHRS S&P Glb It

Fullgoal CSI Communication Equipment Thematic ETF

SPDR S&P Semicon

Invesco PHLX Semiconductor ETF

Guotai CSI Computer Theme ETF

Tianhong CSI Computer Theme ETF

Spdr Select Tech

Invesco Semiconductors ETF

VanEck Semiconductor ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Goldman Sachs

Intel

Qualcomm

LENOVO GROUP-R

GS Hldg R

LENOVO GROUP Once Swells 11% to New Peak; G Sachs Raises TP to HKD31

000063

00763

ZTCOY

159695

515050

ZTE positions itself as a partner in building an open, ecosystem-based 'digital tropical rainforest' amid the global computing power boom. CDO Cui Li outlined ZTE's overseas strategy: collaborating with Chinese internet firms like Alibaba for local data centers and partnering with energy/manufacturing companies like GAC Aion for smart infrastructure. Leveraging its presence in over 180 countries, ZTE aims to bridge the digital divide while supporting clients' global expansion.

Yicai

ZTE Corporation

GAC GROUP

GAC Group

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Invesco Golden Dragon China

Guotai CSI 800 Automobile and Parts ETF

China Southern CSI New Energy ETF

Krne Csi China Internet

Ping An CSI Auto Components Thematic ETF

E Fund CSI HK Connect Internet ETF

Harvest CNI Communication ETF

Hua Xia CSI New Energy Vehicles ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Direxion FTSE China Bull 3X

HFT CSI Auto Components Thematic ETF

ChinaAMC CSI 5G Communication ETF

ChinaAMC SSE Science and Technology Innovation Board 50 ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

E Fund CSI Auto Components Thematic ETF

BABA 2x Long Daily ETF - GraniteShares

Yinhua CSI 5G Communication Theme ETF

ChinaAMC CSI Auto Components Thematic ETF

KraneShares 2x Long BABA Daily ETF

Hwabao CSI HK Equities Internet ETF

Alibaba

BABA-W

TENCENT

Tencent

BABA-WR

Alibaba HK SDR 5to1

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

ZTE Aims to Help Build Global ‘Digital Rainforest’ Amid Computing Power Boom, CDO Says

688099

SOXL

Amlogic has been officially announced by Google as the designated system integrator for the Google Home Gemini built-in project. With its edge AI technology advantages, Amlogic is a global leader in the smart terminal SoC field, achieving a record high revenue of 6.793 billion yuan in 2025, with chip sales exceeding 174 million units, and its business covering major economies worldwide

同壁财经

Amlogic

Direxion Semicon Bull 3X

iShares Expanded Tech Software Sector ETF

SPDR S&P Software

Global X Internet

Direxion Daily Googl Bear 1x Shares

Roundhill GOOGL WeeklyPay ETF

First Trust Index NextG ETF

Direxion Daily GOOGL Bull 2X Shares

Alphabet

Alphabet - C

XIAOMI-W

TCL TECH.

TCL ELECTRONICS

SKYWORTH GROUP

Hisense H.A.

HISENSE HA

Hisense V.T.

Xiaomi Corporation

XIAOMI-WR

Xiaomi HK SDR 2to1

Deeply cultivating for decades to forge leading edge AI, Amlogic partners with Google to empower the Google Home Gemini built-in project

00728

300378

601728

562030

516000

China Telecom Research Institute, in collaboration with Tsinghua University and others, has completed quantum-resistant chip experiments, achieving breakthroughs in trustworthy AI multi-agent communication. Influenced by this positive news and strong domestic computing power demand, the big data ETF ChinaAMC and the Xinchuang ETF ChinaAMC rose, with stocks like Digiwin also following suit. Open Source Securities pointed out that as domestic chip supply is released and the computing power situation improves, domestic computing power is ushering in new opportunities, with related ETFs focusing on data elements and domestic substitution logic

CHINA TELECOM

Digiwin

Hwabao WP CSI Information Technology Application Innovation Industry ETF

ChinaAMC CSI Big Data Industry ETF

ChinaAMC CSI Information Technology Application Innovation Industry ETF

CIMC

Yonyou

SERVYOU

SANGFOR

CITIC Securities Co., Ltd.

CITIC SEC

China Telecom Research Institute jointly completed anti-quantum chip experiments, AI multi-agent trustworthy communication makes another breakthrough

603189

ST Wondertek (603189) announced that it won the bid for a procurement project from CHINA TELECOM Huainan Branch, with an amount of 19.6895 million yuan. The company's revenue in 2025 is expected to be 256 million yuan, with a net profit of 5 million yuan; in the first quarter of 2026, the revenue is projected to be 121 million yuan, but the net profit is expected to be a loss of 5 million yuan. The company's main business includes AI video big data and high-tech video solutions, among other internet services

Wondertek

ST Wondertek (603189): Won the bid for the procurement project of China Telecom Huainan Branch, with a bid amount of 19.6895 million yuan

603602

600941

159511

FREELYNET (603602) won the bid for a procurement project from China Mobile (Hangzhou) Information Technology Co., Ltd., with an amount of 2.6712 million yuan. The operating revenue for 2025 is expected to be 1.836 billion yuan, with a net profit of -163 million yuan. In the first quarter of 2026, the operating revenue is expected to be 449 million yuan, with a net profit of 5 million yuan

FREELYNET

China Mobile

China Southern CSI Communication Service ETF

FREELYNET (603602): Won the bid for a procurement project from China Mobile (Hangzhou) Information Technology Co., Ltd., with a bid amount of 2.6712 million yuan

000539

China Telecom completes 6G terminal prototype downlink peak speed test, reaching a peak of 10Gbps; the State Administration for Market Regulation and others issue guidelines for the construction of AI measurement systems. Zhejiang launches the national AI application pilot base project, and Jiaxing Nanhu Airport opens international cargo services. LIHE, Weibo, and others release positive news, including increased holdings and performance growth; CDBIO, GED, and others face negative news, involving reductions in holdings and losses

WB-SW

Weibo

LIHE

CDBIO

Chagee

CICT MOBILE

KINTOR PHARMA-B

MAXVISION

QiaoYin

DL HOLDINGS GP

SMIC

Zhuangyuan Pasture

DORIGHT

Meinian Onehealth

ZHENGBANG TECHNOLOGY

NSIG

SCMF

TELESOUND

CNEC

Rychen Technologies

LION

Darbond

XUEDA

hlgf

DHEP

XPENG-W

XPeng

PROLTO

GXED

Hexin Instrument

Loctek

SMIC HK SDR 5to1

Lanfu Information 2026.05.29

688981

On June 1st, the Hong Kong stock market's hard technology sector was strong, with the China Merchants CSI HK Connect Information Technology Composite ETF (526050) rising by 2.15%, marking three consecutive daily increases. Lenovo Group surged by 8.08%, driven by favorable AI infrastructure agreements and financial reports, with Goldman Sachs raising its target price to HKD 27. This ETF tracks the CSI HK Connect Information Technology Composite Index and heavily invests in leading companies such as SMIC and Xiaomi, and is referred to as the "Hong Kong Stock Science and Technology Innovation Board" due to its exclusion of internet stocks

- On June 1, Hong Kong's hard technology sector continued its strong performance, with the information technology ETF rising 2.15% by 10:10 AM.  
- Major companies like Lenovo and SMIC saw significant gains, and Lenovo announced an AI infrastructure agreement, boosting its revenue prospects.  
- Analysts highlight the ETF’s potential for continued growth, emphasizing its focus on leading hard tech companies without internet stocks, earning it the nickname "Hong Kong’s Sci-tech Board."

Hwabao WP CSI HK Connect Information Technology Composite ETF

ICBCCS CNI HK Connect Technology ETF

XL2CSOPHSTECH

China Merchants CSI HK Connect Information Technology Composite ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

XI2CSOPHSTECH

MEITUAN

HUA HONG SEMI

Hua Hong Grace

ASMPT

GIGADEVICE

"Hong Kong Stock STAR Market" rises for three consecutive days! 526050 daily line climbs step by step along MA5! Lenovo Group surges 8%, Goldman Sachs raises target price!

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

LENOVO GROUP Once Swells 11% to New Peak; G Sachs Raises TP to HKD31

ZTE Aims to Help Build Global ‘Digital Rainforest’ Amid Computing Power Boom, CDO Says

Deeply cultivating for decades to forge leading edge AI, Amlogic partners with Google to empower the Google Home Gemini built-in project

China Telecom Research Institute jointly completed anti-quantum chip experiments, AI multi-agent trustworthy communication makes another breakthrough

ST Wondertek (603189): Won the bid for the procurement project of China Telecom Huainan Branch, with a bid amount of 19.6895 million yuan