智通财经APP获悉，浙商证券发布研报称，中国电信于5月17日宣布5G-A正式商用，既能满足灵活的个 人及家庭用户的套餐需求，也有面向重点场景的可选包供用户选择，满足用户对重大演出活动、重大体 育赛事、电竞比赛等高品质网络场景需求。2C场景外，5G-A通过3CC载波聚合、通感一体、RedCap和 低时延可靠确定性网络等新技术有机结合，赋能低空经济、智慧城市、自动驾驶、工业互联网、远程医 疗、无缘物联等产业发展，有望拓展产业互联网新市场空间。 浙商证券主要观点如下： 5G-A开启商用，是对5G的增强版本 5G-A(5G-Advanced)，是5G的网络能力升级版本，是由3GPP(第三代合作伙伴计划)组织界定的基于R18 版本协议的5G标准第二阶段，也是5G向6G过渡的必经阶段。和5G相比，5G-A在容量、速率、时延、 定位、可靠性等方面实现了大幅提升，可以带来更快、更优质的通信体验。 三大运营商正式开启5G-A商用 运营商投资结构调整聚焦5G-A未来发展 中国移动：2025年5月15日，中国移动正式推出"三大回馈计划"，其中面向全球通用户推出5GA尊享套 餐，套餐资费档位199-999元/月不等。用户规模方面，中 ...

Group 1 - The core viewpoint of the news is the launch of the "Internet + Bright Kitchen" initiative in Guangzhou, which aims to enhance food safety supervision in the takeout restaurant industry through digital means [1][2] - The initiative involves a collaboration between China Telecom Guangdong, Meituan, and the Guangzhou Market Supervision Administration to implement real-time monitoring and transparency in food preparation processes [1] - The new feature on the Meituan app allows consumers to view live kitchen operations, significantly increasing consumer trust and reducing complaint rates by 23%, while also boosting order volume by over 5% [1] Group 2 - The initiative represents a significant shift from traditional supervision to smart regulation, promoting a collaborative model of "government supervision + merchant self-discipline + platform empowerment + public oversight" [2] - The implementation of this system aims to transform "invisible kitchens" into "transparent kitchens," thereby ensuring food safety for the public [2]

通信周观点： 1）美国商务部 5 月 13 日升级对华芯片管制，撤销《AI 扩散规则》并出台三项新规：全球禁用华为昇腾芯片、限制美 芯片用于中国 AI 训练、强化供应链审查。此外黄仁勋受访时表示英伟达将重新推出面向中国市场的芯片，但不会再 推出 Hopper 系列产品，预计将采用 GDDR7 显存替代 HBM 高带宽内存，以满足美国出口限制要求。我们认为从性能看， 国产芯片性能或将大超英伟达改版后芯片性能，利好国产算力芯片。2）因英伟达 AI 芯片出货量不及预期（GB200 出 货不及预期，且 H20 受到管制，NVIDIA 计提约 55 亿美元的与 H20 相关的费用损失），而国内芯片供应增长需要时间， 阿里、腾讯等互联网厂商 1Q25 资本支出略低于市场预期。我们认为短期看，互联网厂商全年资本开支可能略有下滑， 但这也将加速 AI 芯片的国产替代进程。长期看伴随国产 AI 芯片的起量，AI 仍将驱动业务增长。3）英伟达 5 月 14 日 宣布在上海设立 AI 芯片研发中心，并与沙特签署 18000 台 GB300 服务器订单。此举凸显其全球布局战略，将推动高 速光模块及液冷技术需求。海外算力基建需求激增， ...

Core Viewpoint - China Telecom officially launched its 5G-A package on May 17, marking a significant advancement in mobile communication technology, enhancing speed, capacity, and reliability compared to 5G [1][2][4] Group 1: 5G-A Overview - 5G-A is an enhanced version of 5G, serving as a transitional phase towards 6G, with substantial improvements in capacity, speed, latency, positioning, and reliability [1][4] - Users can experience up to 400 Mbps upload and 3 Gbps download speeds under optimal conditions, significantly reducing upload times for large files [1][5] Group 2: Pricing and Packages - China Telecom offers three tiers of 5G-A packages priced at 199 yuan/month, 299 yuan/month, and 399 yuan/month, with varying data limits and speed capabilities [2][3] - Existing users can opt for a 5G-A add-on package, available for monthly or per-use purchase, catering to both individual and family needs [2][3] Group 3: Network Expansion and Coverage - The coverage of 5G-A networks is expanding, with China Telecom planning to deploy approximately 70,000 stations across 121 cities by 2024 [3][4] - China Mobile aims to invest nearly 10 billion yuan to enhance its 5G-A network, targeting over 400,000 intelligent base station upgrades [4] Group 4: Technological Advancements - 5G-A supports a wide range of new functionalities, including high-precision positioning and low-cost IoT applications, which are expected to accelerate digital transformation across various industries [4][5] - The technology is anticipated to facilitate advancements in sectors such as autonomous driving and drone operations, leveraging its low latency and high connectivity capabilities [5]

一周财经人物（2025年5月12日—5月18日） 遇,亦尊重彼此选择。未来将以母 亲、制片人、公益践行者的身份继 续前行。 -- 甘薇称与贾跃亭离婚不是为 资产转移 类 注 · 从木匠到首富再到债务缠身,美凯龙创始人被调查 ·控制多个账户!一股民遭证监会处罚近3亿元 人害 ·中国电信高层变动:刘桂清上任总裁 · 深业集团换帅,政企跨界高管王昱文接棒 · 美的徐曼锋离职,去年连辞12家美的系公司职务 · "J页流"张坤卸任易方达副总,专注搞投资 ·80后"研究女将"武超则,获任中信建投党委委员 ·非法收受巨额财物,招行原副行长丁伟被提起公诉 :安华制图:沈淑婷 控制多个账户、操纵证券市场！一股民遭证监会处罚近3亿元 日前，证监会披露一则罚单显示，何某儒因操纵证券市场，受到证监会处罚，罚没合计2.94亿元。 头条 方洪波谈"董小姐"背后：国产家电巨头的恩怨13年 近日，美的集团董事长兼总裁方洪波被问到企业接班问题时的回答引发热议。在分析师问方洪波接班人 的问题时，方洪波回答："为啥你去年问我今年又问我，你问过董小姐吗？" 而这个方洪波口中的"董小姐"正是不久前再次连任格力电器董事长的董明珠。方洪波和董明珠，两人都 ...

亚洲快链国际通信海底光缆登陆陵水 赋能跨境金融交易、实时云渲染等场景 据悉，亚洲快链(ALC)国际通信海底光缆融合全球领先的大容量光纤传输技术，可为海南至中国香 港、新加坡的网络提供高达20Tb/s的传输带宽，相当于每秒可传输超千部高清电影的数据量，直接赋能 跨境金融交易、实时云渲染、超高清视频传输、跨境算力调度等场景，为远程手术机器人、5G全息通 信等前沿应用提供稳定的网络保障。 下一步，海南电信将以ALC国际通信海底光缆登陆为契机，加速推进海口国际通信业务出入口局、 海口及三亚国际信息园等国际基础设施建设，深度融入自贸港建设大局。 同时，海南电信还将充分利用5G、云计算、大数据、人工智能等新一代信息技术优势，为中资企 业"走出去"、跨国企业进驻以及亚太区域和21世纪海上丝绸之路沿线国家提供国际通信服务，推动跨境 数据、人工智能、游戏出海、国际旅游康养、跨境电商、跨境金融、国际物流等产业发展，助力海南数 字经济和实体经济深度融合，为海南自贸港打造国际信息通信枢纽贡献力量。 海南日报讯(海南日报全媒体记者 邵长春 通讯员 龚宝莉 陈平森)"到位，光缆成功接入登陆站机 房。"5月16日，由中国电信牵头建设的亚洲 ...

Core Viewpoint - The annual "World Telecommunication and Information Society Day" emphasizes achieving gender equality through digital transformation, advocating for equitable access to digital technologies across different regions and groups, and promoting social inclusion and sustainable development [1] Group 1: AI Development by Telecom Operators - Major telecom operators highlighted the importance of AI in their speeches during the event, indicating a shift towards a new era of technological revolution and industrial transformation driven by AI [2][3] - China Mobile's chairman emphasized the integration of data, computing power, and AI as a new engine for technological innovation, reshaping production, lifestyle, and governance [2] - China Unicom's chairman announced a comprehensive innovation strategy aimed at building a digital future that benefits everyone, with plans to upgrade their infrastructure to support AI applications [2] - China Telecom's chairman stated the company's commitment to embracing AI for strategic upgrades and enhancing social welfare through technology [3] Group 2: AI Products and Services - Guangdong Unicom launched four AI products aimed at enhancing communication for special groups, including a product designed for hearing-impaired individuals that facilitates real-time voice-to-text conversion [3] - Guangzhou Mobile is developing an AI+ ecosystem by integrating capabilities from over 20 partner companies, focusing on various AI applications [5] Group 3: 10-Gigabit Optical Network Initiatives - The construction of a 10-gigabit optical network was a key focus, with China Unicom planning to accelerate its development to support high-speed connectivity in communities and industrial parks [7] - The Ministry of Industry and Information Technology announced plans for pilot projects to deploy 10-gigabit optical networks by the end of 2025, with 86 cities already initiating trials [7] - Guangdong Telecom has completed the delivery of its first "10-gigabit household" and launched a promotional campaign for 10-gigabit broadband services [8] - Guangzhou Mobile announced plans to establish 10 benchmark communities and parks with 10-gigabit network coverage, aiming to enhance user experience and service quality [9]

Core Viewpoint - The launch of the computing power internet trial network aims to address the growing demand for computing power in the digital economy, facilitating the interconnection of distributed computing resources across different regions and entities [1][2]. Group 1: Definition and Importance of Computing Power - Computing power refers to the ability to process data, which is essential for various applications such as AI, big data, and cloud computing, impacting daily life significantly [2]. - In the digital economy, computing power is likened to essential public resources like water and electricity, highlighting its critical role in serving diverse industries [2]. Group 2: Current Challenges - There is a notable supply-demand imbalance in computing power, driven by rapid advancements in technology, while the resources remain fragmented and lack unified interfaces and protocols [2]. - The need for a system that allows users to access computing resources anytime and anywhere is emphasized, necessitating the interconnection of computing resources [2][3]. Group 3: Functionality of Computing Power Internet - The computing power internet aims to aggregate distributed computing resources online, enabling the transmission of computing tasks and data to appropriate resource pools [2]. - It is compared to the human circulatory system, where computing resources act as the heart and the computing power internet serves as the veins supplying "blood" to the digital economy [3]. Group 4: Benefits to Society - The computing power internet can enhance medical diagnostics and personalized treatment plans through AI, and improve user experiences in entertainment via cloud rendering and gaming [4]. - The construction of the computing power internet is expected to accelerate the arrival of a consumer-level computing power application era, making applications more accessible and flexible [4]. Group 5: Future Focus Areas - Key efforts for the computing power internet include deploying trial networks in critical regions and industries, enhancing resource perception and demand-supply matching capabilities [5]. - There is a focus on overcoming key technological challenges in areas such as computing power identification, scheduling, and cross-domain transmission, alongside building a technical standards system [5]. - Expanding industry applications in fields like AI, scientific computing, and smart manufacturing is crucial for deep integration with sectors such as healthcare, education, and intelligent manufacturing [5].

Group 1 - The "2025 World Telecommunication and Information Society Day Conference" was held in Nanchang, Jiangxi, showcasing the province's digital economy development [1] - Jiangxi Telecom has established the world's first ceramic industry 10G optical network live broadcast base in Jingdezhen, achieving ultra-high-speed rates of 10Gbps download and 1Gbps upload [2] - The deployment of 5G-A and 10G optical networks has injected new momentum into Jiangxi's digital economy, with online traffic for merchants increasing by 40% [4] Group 2 - The integration of 5G and smart IoT is enhancing the cultural tourism low-altitude industry and urban construction in Jingdezhen, with significant network optimizations for live performances [5] - Nanchang has built a comprehensive 5G-A network system, achieving peak speeds exceeding 3Gbps on major subway lines [5] - Jiangxi Mobile has launched the first batch of sensing base stations in the province, contributing to the development of a low-altitude information service system [8] Group 3 - The "1ms (1 millisecond) computing power all-optical network" has improved operational efficiency by 60% in mining operations, reducing high-risk jobs significantly [9] - Jiangxi's computing power center has a total capacity of 85PFLOPS, equivalent to 85,000 high-performance PC servers, supporting various AI applications [12] - Jiangxi Mobile plans to double its AI computing power to 180PFLOPS by the end of the year, enhancing AI product offerings for users and industry clients [13]

文 ｜ 谢婧雯 编辑 ｜ 常涛 罗琨 来源｜ 中新经纬（ID：jwview） 封面来源 ｜ Pexels 近日，北京、上海等多地用户发现，在部分区域，自己的手机信号栏突然冒出了"5GA"的小图标。 不过，也有用户表示，自己的手机一直没有显示过"5GA"，这可能是什么原因？有必要为了"5GA"更换手机吗？ 你的手机5G-A了吗？ 以下文章来源于中新经纬 ，作者谢婧雯 中新经纬 . 中新经纬是由中国新闻社主办的财经新媒体，拥有中国互联网新闻信息采编发布服务资质。以手机客户端（APP）等为主要传播平台，以"权威、前瞻、 专业、亲和"为特色宗旨，传播财经资讯、解读经济政策、讲述商界故事，打造精英的财经资讯平台。 有必要为了"5GA"更换手机吗？ 中国移动官方微信公众号显示，5G-A全称5G-Advanced，是基于第五代移动通信网络的演进和增强，也是5G向6G发展的关键阶段。相较于5G，5G-A具 备更高速率、更大连接、更低时延等特点。 日前，中新经纬以北京消费者的身份致电三大运营商，询问客服满足哪些条件，手机才可以接收到5G-A信号。 据中国移动客服介绍，目前北京有18个区域已经覆盖了5G-A网络信号，包括新国展、 ...