By bypassing the lazy industry trend of simply stacking isolated AI applications on top of a legacy operating system, ZTE is fundamentally rebuilding the mobile terminal around an Agentic system layer.
Analysts are bullish on ZTE with a Buy rating. The 12 month target price stands at HKD 30.45, implying a upside potential of 21%.
Compared to hyperscalers and semiconductor plays trading at high multiples, ZTE remains a remarkably cheap value play on the AI cycle. Trading at a P/E ratio of 22.8x combined with a reliable 1.9% dividend yield, it is worth considering buying ZTE as it has exponential growth ahead.
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Clarity also prevents accident.