HK Stock Market Move | ZTE Corporation (00763) rose more than 6%, Nubia completes filing of large model of intelligent body, and AI intelligent body smartphone is about to be launched.

ZTE Corporation (00763) rose more than 6%, reaching a 5.81% increase with a price of 26.96 Hong Kong dollars and a trading volume of 457 million Hong Kong dollars as of press time. On the news front, on July 15, the Cyberspace Administration of China released a notice of 7 mobile terminal generative artificial intelligence services that have been filed. Among them, the ZTE Nubia Doumo phone model is included. According to reports from Interface News, the first AI intelligent body phone jointly developed by ByteDance and ZTE Nubia ("Doumo AI intelligent body phone") will have multiple models released this year, with one model set to debut during the 2026 World Artificial Intelligence Conference, with an initial stock of about 200,000 units, with the first batch being less than 100,000 units. Morgan Stanley's previous research report pointed out that the company's cooperation with ByteDance in relation to the "Doumo" AI assistant integrates intelligent body, multimodal, and system-level AI capabilities into smart phones. Early demand indicators, such as the first batch of products selling out, show strong market interest. The bank expects ZTE to deepen this cooperation, potentially paving the way for a wider commercialization of AI phones, which could become an important catalyst for sentiment and valuation.