000063.SZ in “AI Data Centers Go Optical”
ZTE Corporation
ZTE's integrated carrier-equipment model risks losing strategic relevance as hyperscalers favor open, disaggregated switching and merchant optical components.
000063.SZ impact map — “AI Data Centers Go Optical”
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Price history, marked with story events
Jul 20, 2026 – Oct 19, 2026 · 65 sessions
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Full story
AI Data Centers Go Optical
Scaling AI clusters now depends on photons moving data faster than copper can.
BEAR side — ZTE's integrated carrier-equipment model risks losing strategic relevance as hyperscalers favor open, disaggregated switching and merchant optical components.
Read the full AI Data Centers Go Optical story