GF Fund CNI Communication ETF

Yangtze Computing Wins China Mobile Server Project Bid, Amount Exceeding 1.9 Billion Yuan

SAT Releases Data: National Enterprise Sales Revenue Grew Steadily from Jan to Apr 2026

China Mobile's 5G Base Stations Exceed 2.84 Million, Leading Global Coverage and Scale

China Mobile Announces Winning Bidders for 2026-2027 CPE OTN Equipment Procurement: Risun and Five Others Selected

Three Major Chinese Telecom Stocks Rise, Morgan Stanley Praises China Telecom's Token Plan for New AI Business Model

HKEX filing shows BlackRock increases stake in ZTE to 7.58%

Henan Mobile Launches 5G-A Experience 2.0 Exclusive Service, Opening New Era of Smart Interaction

China Telecom Launches Concentrated Procurement of Tianyi Smart Screen and Unveils AI Upgrade

China Telecom, Huawei, and FiberHome Complete Global First Interoperability Verification of 50G-PON Equipment Across Vendors

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

China Mobile Unveils Computing Power Network Innovation System, Establishing Token Certainty as Key

China Mobile Shanghai Unveils Four Core Results and AI Upgrade Plan to Boost Digital Capital Construction

China Telecom Shanghai Releases "AI Home Assistant" to Reconstruct Home Services

China Mobile: To Promote Evolution from 'Dual Gigabit' to 'Dual 10-Gigabit' Facing the '15th Five-Year Plan'

China Telecom Launches Series of Trial Commercial Token Plans and Tianyi Token Coins

Shanghai Telecom Launches Zhiyun Shanghai AI STORE and Initiates Multi-party AI Ecosystem Cooperation

China Telecom Launches 10 Billion RMB 'Token Factory' Tender, Major Operators Compete in Computing Power Sector

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

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Beijing Xunzhong Communication Technology Co., Ltd. has scheduled its 2025 annual general meeting for May 18, 2026, in Beijing. Shareholders will review the board report, final accounts, and annual results, and vote on executive remuneration, auditor reappointment, and a proposal not to pay a final dividend. The agenda includes granting mandates for issuing and repurchasing H shares to enhance capital management. The notice outlines procedural requirements for shareholder participation. The company is listed in Hong Kong and operates in the communications technology sector, with a market cap of HK$4.75B.

Tip Ranks

XunZhong

China Southern CSI Communication Service ETF

E Fund CSI Telecom Thematic ETF

Harvest CNI Communication ETF

Beijing Xunzhong Sets 2025 AGM to Approve Results and H-Share Mandates

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According to the Ministry of Industry and Information Technology, telecom service revenue totaled 439.4 billion yuan in the first quarter of 2023, a year-on-year decrease of 1.8%. Mobile internet traffic grew significantly, with the average monthly data usage per household (DOU) reaching 23.4GB in March, setting a new record high and up 13.8% from the same period last year. Cumulative mobile internet traffic for the first quarter reached 104.4 billion GB, up 19.1% year-on-year. As of the end of March, the number of mobile internet users stood at 1.623 billion, representing a net increase of 13.48 million households

Wallstreetcn

Penghua CSI Telecom Thematic ETF

China Universal CSI Telecom Thematic ETF

MIIT: China's Average Monthly Data Usage per Household Hits Record High of 23.4GB in March

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Multiple optical communication companies have sold out their capacity for this year. Morgan Stanley points out that with high revenue visibility, market focus has shifted from "whether demand is strong" to "whether profit margins can improve." Currently, the overall expansion progress of lasers remains unclear, making it difficult to gauge the supply-demand gap; on a technical level, there is a debate between "narrow and fast" and "wide and slow" architectures. The "wide and slow" approach introduces the possibility of replacing InP lasers with MicroLEDs, potentially reshaping the supply chain landscape

Guotai CSI All Share Communications Equipment ETF

Morgan Stanley

Corning

Lumentum

Coherent Corp.

Ciena

Commscope

Amphenol

Sumitomo Electric Industries, Ltd.

Broadcom

Microsoft

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Optical Communication Capacity Fully Sold Out: Where Are the Current Stakes?

DTCR

IDGT

SRVR

Telegram founder Pavel Durov criticized the EU's proposed "age verification app," stating it has significant design flaws and can be compromised quickly due to security vulnerabilities. He argues that while marketed as "privacy-friendly," the app can be easily cracked. Durov warns that initial privacy protections may be weakened after breaches, leading to a surveillance tool disguised as privacy protection. He urges the public to stay vigilant against potential regulatory expansions stemming from these vulnerabilities.

CoinLive

VGtelecomm

Global X Data Center & Dgtl Infrs ETF

iShares US Digital Infrastructure and Real Estate ETF

iShares US Telecommunications

Pacer Data & Infrastructure Real Estate ETF

Comm Servcies Select Sector SPDR

Telegram founder: EU "age verification apps" can be quickly compromised; vigilance is advised.

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In the morning, the main funds had a net inflow into sectors such as electronics, communications, and computers, while there was a net outflow from sectors like banking, agriculture, forestry, animal husbandry, and fishery. Specifically, individual stocks saw net inflows of 3.272 billion yuan, 3.083 billion yuan, and 2.14 billion yuan for TFC, Eoptolink, and CHINATUNGSTEN HIGHTECH, respectively. On the outflow side, Grand Sunergy Tech, VeriSilicon, and China XD were sold off with net outflows of 1.413 billion yuan, 548 million yuan, and 287 million yuan, respectively. (First Financial)

36Kr

Grand Sunergy Tech

Eoptolink

CHINATUNGSTEN HIGHTECH

VeriSilicon

China XD

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Tianhong CSI Computer Theme ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

ChinaAMC CSI 5G Communication ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CSI Computer Theme ETF

China Southern CSI Semiconductor Industry Custom ETF

In the half-day session, main funds increased their positions in the electronics sector and sold off the banking sector

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On April 7th, NetEase's one-stop enterprise service provider NetEase Zhiqi officially signed a strategic cooperation agreement with Agora, a provider of conversational AI and real-time audio and video cloud services. The two parties will engage in long-term in-depth cooperation in areas such as real-time audio and video, content security, and AI Agent, jointly providing enterprise clients with more comprehensive and secure one-stop intelligent solutions through product integration and ecological co-creation

NTES-S

Global X Cloud Computing ETF

iShares Expanded Tech Software Sector ETF

Agora

NetEase

SPDR S&P Software

NetEase Intelligent Enterprise and Agora will carry out long-term in-depth cooperation in areas such as real-time audio and video, AI Agent, and more

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Telegram has introduced new features including a private AI editor, enhanced polling capabilities with 12 new functionalities, and support for live and dynamic photos. Users can also create AI bots with a single click, as announced by founder Pavel Durov on April 6.

Penghua CSI Media ETF

ISHRS S&P Glb It

Telegram Introduces New Features Including AI Editor and Enhanced Polls

Russia's crackdown on VPNs, aimed at restricting Telegram, led to a nationwide banking outage, according to Telegram founder Pavel Durov. He noted that despite the ban, 65 million Russians use Telegram via VPNs. The outage was reportedly caused by overloads in filtering systems, with cash becoming the only payment method temporarily. The government is intensifying efforts to limit VPN usage, pushing for domestic platforms to block VPN users and proposing fees for excessive international data traffic. Durov likened the situation to Iran's internet restrictions, emphasizing the resilience of Russian users against these measures.

Business Standard

Russia's VPN crackdown caused bank outage, says Telegram founder

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Today, the Hong Kong Stock Connect 100 ETF Huaan rose over 6%, while communication-related ETFs increased by more than 2%. The overall market experienced fluctuations and adjustments, with the Shanghai Composite Index falling below 3,900 points. The computing hardware and leasing concepts performed strongly, while the power and coal sectors weakened. Brokers pointed out that the AI industry presents significant opportunities, and the North American computing industry chain is expected to maintain high growth rates. The breeding and building materials ETFs fell by more than 2%, as the industry is in a critical stage of capacity reduction, with future profitability expected to improve

腾讯新闻 - 财经

Harvest SSE STAR Chip ETF

Fullgoal SSE STAR Chip ETF

Global X AI Semiconductor & Quantum ETF

Huaan CES HK Equities Selected 100 ETF

China Merchants CSI Semiconductor Industry ETF

SPDR S&P Semicon

China Merchants CSI Robot ETF

Harvest CSI All Share Integrated Circuit ETF

E Fund CSI Hongkong Bond Investment Theme ETF

VanEck Semiconductor ETF

Global X Funds Global X Artificial Intelligence & Tech ETF

Invesco Semiconductors ETF

iShares Future AI & Tech ETF

China Universal CSI Robot ETF

Global X Robotics & Artificial

Wisdomtree Artificial Intelligence And Innovation Fund - ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

Direxion Semicon Bull 3X

Guotai CSI Semiconductor Material Equipment Theme ETF

iShares Semiconductor ETF

ChinaAMC SZSE ChiNext Artificial Intelligence ETF

Ping An CSI Artificial Intelligence ETF

ETF Daily Review | Hong Kong Stock Connect 100 ETF Huaan rose over 6%, communication-related ETFs rose over 2%

GF Fund CNI Communication ETF(159507.SZ)

Beijing Xunzhong Sets 2025 AGM to Approve Results and H-Share Mandates

MIIT: China's Average Monthly Data Usage per Household Hits Record High of 23.4GB in March

Optical Communication Capacity Fully Sold Out: Where Are the Current Stakes?

Telegram founder: EU "age verification apps" can be quickly compromised; vigilance is advised.

In the half-day session, main funds increased their positions in the electronics sector and sold off the banking sector