$ZTE(00763.HK) rose by over six percentage points, strengthening along with the demand expectations for AI computing power and information technology innovation; $CHINA MOBILE(00941.HK) basically didn't move, as telecom operators act as ballast during market fluctuations.
Both are listed telecom stocks, one riding on AI's volatility and the other on dividend stability, and they completely diverged into two separate trends that day. Has communication equipment truly entered a new growth phase driven by AI, or is it just another thematic sentiment pulse? I lean towards the former having already begun, as the demand from AI clusters for network equipment is genuinely increasing in volume.
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