4月10日，2025中国移动云智算大会智算基础设施及安全分论坛正式揭幕。在数字经济浪潮奔涌向 前的时代坐标下，中国移动持续推进智算基础设施建设，持续提升网信安全保障水平。本次分论坛 以"智算启新、安全筑基"为主题，中国工程院院士吴世忠、工业和信息化部网络安全管理局一级巡视员 （正局级）闫宏强、中国移动副总经理李慧镝出席会议，华为、中兴、烽火、亚信、启明星辰等行业领 军代表共聚一堂，探讨智算安全新趋势，发布行业新成果，为数字经济时代算力发展与安全注入新动 能。 面向未来，中国移动将着力打造数字经济朋友圈、亲戚圈、生态圈，筑牢智算基础设施底座、完善 智算安全体系、打造智算应用生，全力推进科技强国、网络强国、数字中国建设，书写国家经济社会高 质量发展新篇章。（虞诗君） 吴世忠院士以人工智能赋能移动通信转型升级为切入点，系统总结了信息化发展进程、人工智能发 展趋势、运营商定位变化、数据核心地位以及安全隐私面临的挑战等特征。同时详细分析了智算时代安 全风险新老交织、复杂多元的态势，重点结合人工智能技术的加速成熟应用引发的新风险、带来的新机 遇，描绘了全新的安全图景。 在"连接＋算力＋能力"新型服务体系的战略指引下，中国 ...

智通财经APP获悉，中国银河证券发布研报称，运营商盈利能力、现金流资产不断改善、资产价值优势 凸显，持续增加分红回馈股东，运营商业绩持续增长或超预期，5G+AI"收获期"大有可为。当前运营商 云业务发展如火如荼，国产大模型对于成本端的降低有望协同运营商云业务部署以及运营商的海量数据 资产，推动运营商第二曲线的快速增长;同时，国产算力的发展有望拉动国产算力产业链的快速发展， 国家队引领作用不断加强。建议关注三大电信运营商。 5G全球遥遥领先，新旧动能转换赋能新质生产力，AI布局有望超预期 5G网络建设稳步推进，千兆用户规模持续扩大。截至2月末，5G基站总数达432.5万个，占移动基站总 数的34.1%，比较上年末提高0.5pct。三家运营商固定互联网宽带接入用户总数达6.75亿户，电信建设全 球遥遥领先。新旧动能转换赋能新质生产力，央企电信运营商"科技链主"持续引领，新兴业务赋能打造 AI+国产新生态。运营商作为国家队代表，有庞大的服务器集群和强大的算力基础，积极响应数字经济 智算中心布局，更快速推动国产人工智能发展。同时，运营商拥有我国最大的流量管道，具备数据优势 及接口优势，AI应用的普及将持续推进。从科技 ...

Core Insights - The forum held during the 2025 China Mobile Cloud Intelligence Conference focused on the theme "AI New Engine, Intelligent Innovation for the Future," highlighting the rapid maturity of motion and perception intelligence technologies [1][2] - China Mobile aims to extend its "5G+" strategy to "AI+" by building an integrated "cloud-network-intelligence" foundation to support the new economic drivers of intelligent automobiles, smartphones, and robots [2] Group 1: Technological Advancements - Motion and perception intelligence technologies are transitioning from experimental stages to production lines, becoming key drivers for high-quality economic development [2] - China Mobile is deploying over 10,000 intelligent computing clusters and developing a multi-modal general model matrix called "Nine Heavens" to support the new intelligent products [2][3] Group 2: Innovative Solutions - China Mobile introduced a welcoming and guiding robot solution that offers personalized interactions and data-driven marketing capabilities, enhancing brand operations [3] - The company also launched customized AI glasses equipped with real-time translation services covering 40 languages and recognizing 90 accents, catering to diverse business needs [3] Group 3: Collaborative Ecosystem - The forum featured discussions among industry leaders on the collaborative innovation of motion and perception intelligence, aiming to provide new ideas for cross-industry integration [3] - China Mobile emphasizes its unique advantages in infrastructure capabilities to inject new momentum into the high-quality development of the digital economy [3]

Core Viewpoint - The China Securities Hong Kong Dividend Index has shown fluctuations, with a recent increase of 1.42% but a decline of 8.35% over the past month, indicating volatility in high dividend yield securities in the Hong Kong market [1][2] Group 1: Index Performance - The China Securities Hong Kong Dividend Index closed at 2946.02 points with a trading volume of 24.838 billion yuan [1] - The index has experienced a decline of 0.51% over the past three months and a year-to-date decrease of 4.42% [1] Group 2: Index Composition - The index comprises 30 securities listed on the Hong Kong Stock Exchange, selected based on high cash dividend yields, stable dividends, and liquidity [1] - The top ten weighted securities in the index include: - Bank of China (10.98%) - China Mobile (10.86%) - Industrial and Commercial Bank of China (10.55%) - China Construction Bank (9.91%) - CNOOC (8.97%) - Agricultural Bank of China (5.99%) - Bank of Communications (5.23%) - China Petroleum & Chemical Corporation (4.97%) - China Shenhua Energy (4.6%) - China Petroleum (4.17%) [1] Group 3: Sector Allocation - The sector allocation of the index shows that finance accounts for 49.43%, energy for 25.80%, communication services for 16.88%, and other sectors such as industrial, materials, utilities, and real estate make up the remaining percentages [2] - The index is adjusted annually, with changes implemented on the next trading day after the second Friday of December [2]

Core Insights - The future of AI will see a significant reduction in usage costs, decreasing by approximately 10 times annually, driven by scale effects in technology and economic benefits [3][4] - By 2030, AI tasks are expected to account for 64% of total network traffic, necessitating urgent innovations in network infrastructure [3] - The number of AI intelligent agents is projected to surpass the human population, with 80% of people interacting with smart robots daily by 2030 [4] Group 1: AI Development Trends - The scale effect in technology will lead to an exponential growth in AI capabilities, improving by about 10 times each year due to high-level algorithms, high-performance computing, and quality data [3] - The economic scale effect will enable broader and deeper applications of AI, significantly lowering usage costs [3] - The integration of AI terminals with cloud-edge computing will enhance the performance of AI agents, providing expert-level personalized services [3][4] Group 2: Impact on Industries - The automotive industry will see over 80% of new cars being smart connected vehicles by 2030, driven by high-performance computing and low-latency networks [3] - In various sectors such as manufacturing, home care, and elderly care, "silicon-based labor" will emerge, with a significant increase in the number of robots [4] - The demand for inference computing power will outpace training computing power, with a projected compound annual growth rate of nearly 40% over the next three years [5]

Core Insights - The article emphasizes the explosive growth of AI-native applications, which are becoming core elements in various application scenarios [1][3] - The arrival of the AI-native era is marked by significant advancements, such as OpenAI's release of GPT-4o's native image generation capabilities, which allows for integrated text-to-image processing without external API calls [3] - The market outlook for generative AI (GenAI) is optimistic, with Gartner predicting global spending on GenAI to reach $644 billion by 2025, a year-on-year growth of 76.4% [3] Group 1: AI Native Application Growth - AI-native applications have seen a remarkable increase, with monthly active users of domestic AI-native apps surpassing 120 million in December last year, representing a year-on-year growth of 232% [3] - The AI-native applications are reshaping industry landscapes at an astonishing pace, impacting sectors from medical diagnostics to industrial manufacturing and personal assistance [3] Group 2: Innovation and Evaluation - The "2025 AI Native Application Innovation Case" selection event initiated by 36Kr has garnered widespread attention, receiving nearly a hundred submissions across various application scenarios, showcasing the extensive deployment and deep penetration of AI-native applications [4] - A panel of industry experts, seasoned investors, and scholars was invited to ensure a professional, rigorous, and fair evaluation process, assessing cases based on technical innovation, application effectiveness, demonstration effects, and social value [4] Group 3: Selected Cases and Characteristics - After multiple rounds of screening and comprehensive evaluation, 45 outstanding AI-native application innovation cases were selected [5] - The selected cases exhibit characteristics such as accelerated cross-domain integration, deep engagement with industry pain points, enhanced user experience and personalized services, and strong technological support and innovation ecosystem construction [67][68]

算力的"回弹效应"加速显现，释放算力服务新需求。通用人工智能技术的创新突破、广泛应用，将大幅提升算力使用效率，引发算力领域的"杰文斯悖论"， 带来"两个新变化"。一是算力总量的指数增长，未来3年，我国智能算力规模增长超2.5倍，年均复合增速近40%。二是算力结构的显著变化，推理算力需求 将超过训练算力需求，未来3年，推理算力年复合增速将达到训练算力的近4倍，到2028年，推理算力规模将超过训练算力规模。这一进程将给算网发展注入 新的动能，推动产业进入新一轮增长周期。 连接的"加速效应"不断拓展，催生信息消费新形态。高速、移动、安全、泛在的网络，推动"人机物"多元主体的全面连接，加速数算智的系统融入，引 发"比特×瓦特"的融合聚变，实现能力和价值的显著倍增，催生信息消费"新三样"等新业态新模式。一是AI智能终端，云边端算力、数据和模型在网络的带 动下加速整合贯通，显著提升AI智能体的性能，深度嵌入各类终端设备，打造能够提供专家级、个性化服务的"生活助理"，未来AI智能体数量将超过人的数 量。二是智能网联汽车，依托高性能算力和低时延网络，车路云协同不断深化，加速端到端智能驾驶的落地，拓展人类数智生活的"第四空间" ...

Core Insights - China Mobile's Chairman Yang Jie announced that the company's dispatchable computing resources account for one-sixth of the national total, with plans to further enhance cloud intelligence based on the computing network [1] - The company aims to focus on "four key directions" to build a comprehensive "AI full-stack service" that includes computing power, tools, models, and applications [1] Group 1: Infrastructure Development - China Mobile plans to construct ultra-large-scale "computing factories" to promote the exponential growth of tens of thousands and thousands of intelligent computing centers [1] - The company is also conducting research on a hundred thousand card intelligent computing center, aiming to establish a "centralized + distributed" inference computing resource system [1] Group 2: Intelligent Computing System - The goal is to create an intelligent computing system characterized by "centralized aggregation, ubiquitous edge, training and inference integration" [1]

金融界2025年4月10日消息，国家知识产权局信息显示，中国移动通信集团云南有限公司、中国移动通 信集团有限公司申请一项名为"资产安全管理方法、装置、设备、存储介质及产品"的专利，公开号CN 119783117 A，申请日期为2024年12月。 专利摘要显示，本申请公开了一种资产安全管理方法、装置、设备、存储介质及产品，涉及安全技术领 域，公开了资产安全管理方法，包括：根据各资产的数据属性信息确定各资产的信息敏感度；根据各资 产的信息敏感度和各资产的形成时长确定各资产的漏洞扫描频率；按照各资产的漏洞扫描频率对各资产 进行漏洞检测。通过上述方式，结合资产的形成时长和敏感度进行漏洞检测频率规划，实现了漏洞检测 频率在不同资产上的针对性、灵活性规划，不仅避免了漏洞检测资源在次要或不重要资产上的浪费，还 能够提高关键资产中漏洞发现的及时性，从而大大降低了资产信息泄露的潜在风险，有利于维护客户对 企业的信任感。 天眼查资料显示，中国移动通信集团云南有限公司，成立于2004年，位于昆明市，是一家以从事电信、 广播电视和卫星传输服务为主的企业。企业注册资本413713.07万人民币，实缴资本413713.07万人民 币。通 ...

中国联通公告指出，公司坚持战略引领与价值导向，持续推动提升上市公司投资价值，着力增强市场信 心和价值认同。公司高度重视股东回报，过去几年，每股分红保持双位数增长。为进一步回报股东， 2025年3月，公司将此前回购的513,314,385股全部注销。未来，中国联通将持续增强核心功能、提高核 心竞争力，不断推动公司高质量发展迈出更大步伐，强化市值管理，为股东、客户及社会创造更大价 值。 （文章来源：新华社） 中国电信公告显示，公司坚定看好中国资本市场的发展前景，高度重视市值管理工作，制定市值管理办 法，提交董事会审议通过并实施，持续推进市场价值和企业内在价值增长，控股股东中国电信集团有限 公司累计增持公司A股股份45.01亿元。公司将持续推动公司经营水平和发展质量提升，做好投资者关系 管理，增强信息披露质量和透明度，与广大投资者共享公司发展成果。 中国移动表示，公司始终锚定世界一流信息服务科技创新公司发展定位，不断强化创新力，持续提升企 业核心竞争力。回归A股上市以来，累计增持4,236.7万股A股股份，合计金额约30亿元；回购并注销香 港股份共1,852.9万股，合计金额约10.7亿港元。公司高度重视股东回报， ...