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持续推荐国产算力及AI+应用
HUAXI Securities· 2025-08-03 14:38
Investment Rating - Industry rating: Recommended [4] Core Insights - The integration of "Artificial Intelligence+" is deepening, with AI maintaining high performance in overseas computing power chains, despite short-term volatility pressures. Recommended companies include Unisplendour, ZTE, StarNet, Guanghui New Network, Aofei Data, Data Port, Invec, New Ray Energy, and Wangsu Technology, with related beneficiaries such as Runze Technology and Baoxin Software [1][6][11] - In the long term, the computing power industry chain is still in its early growth stage, driven by reasoning power and model iteration upgrades. Beneficiaries include NewEase, Zhongji Xuchuang, and Tianfu Communication, with CPO-related beneficiaries like Taicheng Light and Yuanjie Technology, and PCB-related beneficiaries such as Shenghong Technology and Hude Electronics [1][7] - The demand for domestic computing power, private cloud, and integrated government and enterprise cloud deployment is expected to accelerate, with beneficiaries including Cambricon, Guangxun Technology, Huagong Technology, Tuwei Information, and Weishi Jiajie [1][7][11] Summary by Sections Section 1: AI and Computing Power - AI is becoming a new engine for economic growth, with significant integration into various industries. The government is promoting the commercialization of AI applications [6] - The recent discussions around the H20 computing chip vulnerabilities are expected to accelerate the domestic production chain, with beneficiaries including SMIC, Cambricon, StarNet, and others [2][10] Section 2: Recommendations in the Communication Sector - Recommended companies in the computing and communication infrastructure include China Mobile, China Telecom, and China Unicom, along with equipment manufacturers like ZTE and Unisplendour [11][13] - The report emphasizes the importance of third-party computing power leasing companies such as Guanghui New Network and Aofei Data, with additional beneficiaries like Runze Technology and Baoxin Software [11][13] Section 3: Optical Network and Edge Computing - Beneficiaries in the optical network upgrade include Guangxun Technology, Huagong Technology, and Tianfu Communication [14] - In edge computing, recommended companies include Wangsu Technology, Youkede, and Qianlong Technology, focusing on high-performance SoC chips [15]
中信证券臻选回报混合B近一周下跌1.51%
Jin Rong Jie· 2025-08-03 04:03
Group 1 - The core point of the article highlights the performance of the CITIC Securities Selected Return Mixed Fund B, which has a latest net value of 0.7750 yuan and has experienced a weekly return of -1.51% [1] - The fund was established on October 15, 2020, and as of June 30, 2025, it has a total scale of 2.25 billion yuan [1] - The top ten stock holdings of the fund include China Mobile, Gree Electric, CATL, Tencent Holdings, SPD Bank, Midea Group, Shandong Gold, Yadea Holdings, Ping An Insurance, and Kunlun Energy, with a combined holding ratio of 51.90% [1] Group 2 - The fund has recorded a return of 2.53% over the past three months and a year-to-date return of -0.27% [1]
景顺长城国企价值混合A近一周下跌3.04%
Sou Hu Cai Jing· 2025-08-03 03:13
Group 1 - The core point of the article highlights the performance and holdings of the Invesco Great Wall State-Owned Enterprise Value Mixed A Fund, which has a recent net value of 1.3060 yuan and has experienced a weekly return of -3.04% [1] - The fund was established on May 30, 2023, and as of June 30, 2025, it has a total scale of 295 million yuan [1] - The top ten stock holdings of the fund include Zijin Mining, China Mobile, Shenhuo Co., Tencent Holdings, China National Offshore Oil, Chuan Yi Co., Sinopharm Holdings, Zhuhai Smelter Group, Yun Aluminum, and CRRC Corporation, with a combined holding percentage of 52.32% [1] Group 2 - The fund has achieved a return of 8.78% over the past three months and 8.37% year-to-date [1]
央企出手,让选大模型更容易了!中国移动发布MoMA聚合服务引擎
量子位· 2025-08-02 08:33
允中 发自 凹非寺 量子位 | 公众号 QbitAI 7月26日,在世界人工智能大会(WAIC)上, 中国移动 正式发布了 MoMA多模型与智能体聚合及服务引擎 。 MoMA引擎通过汇聚业界多种优质模型与智能体,能够根据应用场景,自动匹配及调用最优专家模型和专用智能体,形成超级大模型能力服 务基座,为解决复杂任务提供更为强大的解决方案。 九天MoMA (Mixture of Models and Agents)即多模型与智能体聚合及服务引擎,通过标准化接口广泛汇聚业界优质大模型与专用智能 体,面向复杂行业场景提供"场景-模型-智能体"的自动感知、动态编排与最优调用能力,形成具备持续进化特性的超级大模型服务基座,提 供高准确率、高安全、高可靠、高效能的大模型推理服务。 一是调度与组合难题:如何选择不同能力和接口各异智能体、模型进行有效的组合解决具体问题; 二是意图理解与规划挑战:用户指令语义丰富且目标模糊,要求智能体具备更强的意图探测能力,以规划更优执行路径。 三是成本收益平衡:如何平衡效率、效果和成本三者关系,达到提速降本的目标。 MoMA核心主要包括三部分: MoMA模型 MoMA根据对模型能力的探测和智能 ...
中国移动浙江公司等申请任务分配方法相关专利,能确定与待分配任务对应的分配员工
Sou Hu Cai Jing· 2025-08-02 04:00
金融界2025年8月1日消息,国家知识产权局信息显示,中国移动通信集团浙江有限公司、中国移动通信 集团有限公司、中国移动(浙江)创新研究院有限公司、浙江移动信息系统集成有限公司申请一项名 为"任务分配方法、装置、电子设备及可读存储介质"的专利,公开号CN120410080A,申请日期为2025 年04月。 专利摘要显示,本申请公开了一种任务分配方法、装置、电子设备及可读存储介质,所述方法包括:获 取待分配任务的任务信息、以及目标员工小组中各个员工的目标数据,其中,所述目标数据包括历史任 务完成数据和个人信息数据;针对每个所述员工,基于所述员工的所述目标数据,确定与所述员工对应 的特征图像,其中,所述特征图像用于表征所述员工历史处理任务的特征;基于所述任务信息、以及与 各个所述员工对应的特征图像,确定与所述待分配任务对应的分配员工。 天眼查资料显示,中国移动通信集团浙江有限公司,成立于1997年,位于杭州市,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211779万人民币。通过天眼查大数据分析,中国移 动通信集团浙江有限公司共对外投资了3家企业,参与招投标项目5000次,财产线索方面有商标 ...
陌生号码又双叒叕来推销套餐?认准这三个官方外呼号码→
Yang Shi Xin Wen· 2025-08-02 02:25
Group 1 - The core viewpoint is that telecom companies are taking measures to regulate marketing calls and protect consumers from unsolicited sales pitches [1][2][3] - Official outbound numbers for telecom companies are established: China Telecom 10001, China Mobile 10085, and China Unicom 10016, while all other numbers are considered unauthorized marketing calls [1] - Consumers can refuse marketing calls, and if they do, the calls must cease; companies are required to avoid false advertising and must disclose all relevant information about service packages [1][2] Group 2 - Marketing calls must be recorded throughout the process, and confirmation messages must be sent before any business is conducted, requiring consumer consent [2] - In case of encountering non-compliant marketing calls, consumers are advised not to trust unofficial numbers and to report issues to official customer service hotlines [3]
3家基础电信企业规范电话营销
Ren Min Ri Bao· 2025-08-01 21:47
新华社北京8月1日电 (记者周圆、高亢)记者8月1日从工业和信息化部获悉:中国电信、中国移动、 中国联通3家基础电信企业日前发布规范电话营销行为举措,着力解决群众反映突出的通信业务电话营 销虚假宣传、诱导消费等问题,切实保护用户合法权益。 这些举措包括3家基础电信企业唯一官方外呼营销号码分别为中国电信10001、中国移动10085、中国联 通10016,未授权任何单位和个人通过其他号码开展外呼营销;全面准确介绍营销内容,不虚假宣传、 诱导消费,不隐瞒资费标准、适用场景、有效期限、限制性条件等关键信息,向用户推介的资费方案均 在网厅和官方APP公示。 此外,还要求征得用户同意后,向用户发送请求业务办理确认短信,说明业务必要信息,用户短信回复 确认后办理业务;外呼营销全程录音、全量复查,以严格标准实施全流程质检;用户明确表示拒绝外呼 营销的,不再继续呼叫,守护用户安宁。 3家基础电信企业提醒,请广大用户认清企业官方外呼营销号码,不要通过任何非官方号码办理业务, 不要向任何人提供验证码。有任何问题请致电企业客服热线:中国电信10000、中国移动10086、中国联 通10010。 (文章来源:人民日报) ...
三家基础电信企业统一外呼号码
Group 1 - The three major telecommunications companies have collectively announced standardized measures for telephone marketing to address user complaints regarding false advertising and inducement to consume [1] - The companies require that if a user explicitly refuses telephone marketing services, they cannot be contacted again [1] - Telephone marketing must provide comprehensive and accurate information about the marketing content, avoiding false advertising and disclosing key information such as pricing standards, applicable scenarios, validity periods, and restrictive conditions [1] Group 2 - All proposed pricing plans must be publicly available on the companies' online service platforms and official apps [1] - Outbound marketing calls will be recorded and reviewed in full to ensure compliance with strict quality standards, ensuring transparency and integrity [1] - After obtaining user consent, staff must send a confirmation SMS detailing necessary information about the service, and the service will only be processed upon user confirmation via SMS [1] Group 3 - The official outbound marketing numbers for the three telecommunications companies are: China Telecom 10001, China Mobile 10085, and China Unicom 10016 [1] - The customer service hotlines for the three companies are: China Telecom 10000, China Mobile 10086, and China Unicom 10010 [1]
三家基础电信企业集体规范外呼营销号码
来源:中国青年报客户端 中国青年报客户端北京8月1日电(中青报·中青网记者 贾骥业)为落实"信息通信暖心服务实事",解决 用户反映突出的通信业务电话营销虚假宣传、诱导消费等问题,中国电信、中国移动、中国联通三家基 础电信企业今天集体发布规范电话营销举措,统一外呼营销号码。 三家基础电信企业唯一官方外呼营销号码分别为中国电信10001、中国移动10085、中国联通10016,相 关企业未授权任何单位和个人通过其他号码开展外呼营销。 这三家基础电信企业要求,电话营销必须全面准确介绍营销内容,不虚假宣传、诱导消费,不隐瞒资费 标准、适用场景、有效期限、限制性条件等关键信息,向用户推介的资费方案均要在网厅和官方App公 示。用户明确表示拒绝外呼营销的,将不再继续呼叫。 此外,外呼营销要全程录音、全量复查,以严格标准实施全流程质检,确保诚信合规、清晰透明。征得 用户同意后,工作人员要向用户发送请求业务办理确认短信,说明业务必要信息,用户短信回复确认后 办理业务。 ...
三家基础电信企业统一外呼营销号码:用户明确表示拒绝的,不再继续呼叫
Xin Lang Cai Jing· 2025-08-01 13:17
8月1日,中国联通在官网发布通知公告称,为落实"信息通信暖心服务十件实事",规范电话营销行为, 保护用户合法权益。中国联通统一外呼号码,公司唯一官方外呼营销号码为10016,未授权任何单位和 个人通过其他号码开展外呼营销。 据中国联通通知公告,中国联通列出了五点承诺,除了统一外呼号码外,中国联通还要求外呼营销要全 面准确介绍营销内容,不虚假宣传、诱导消费,不隐瞒资费标准、适用场景、有效期限、限制性条件等 关键信息,向用户推介的资费方案均在网厅和官方APP公示。征得用户同意后,向用户发送请求业务办 理确认短信,说明业务必要信息,用户短信回复确认后办理业务。办理成功后,及时发送告知短信。严 格过程管控。外呼营销全程录音、全量复查,以严格标准实施全流程质检,确保诚信合规、清晰透明。 杜绝营销扰民。用户明确表示拒绝外呼营销的,不再继续呼叫,守护用户安宁。 当天,央视报道,为落实"信息通信暖心服务实事",解决用户反映突出的通信业务电话营销虚假宣传、 诱导消费等问题,三家基础电信企业今天集体发布规范电话营销举措,统一外呼营销号码。 据智通财经记者了解,日前中国移动在北京召开 "民有所呼,我必有应'三个一'服务举措发布会" ...