| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 35.98 亿元 | -6.26 亿元 | | 中芯国际(00981) | 20.71 亿元 | -2.92 亿元 | | 小米集团-W(01810) | 20.57 亿元 | -5.97 亿元 | | 腾讯控股(00700) | 18.82 亿元 | -1.93 亿元 | | 长飞光纤光缆(06869) | 14.09 亿元 | +649.78 万元 | | 美团-W(03690) | 13.70 亿元 | -3.69 亿元 | | 华虹半导体(01347) | 13.06 亿元 | -2.68 亿元 | | 中兴通讯(00763) | 9.58 亿元 | -1.56 亿元 | | 中国海洋石油(00883) | 9.09 亿元 | -4.67 亿元 | | 中国移动(00941) | 8.47 亿元 | -6713.17 万元 | 深港通（南向）十大活跃成交公司 智通财经APP获悉，2025年12月12日当天，阿里巴巴-W(09988)、中芯国际(00981)、小米集团-W(01810 ...

Core Insights - The Hong Kong stock market experienced a net sell-off of 52.87 billion HKD from northbound trading, with a net sell of 65.95 billion HKD from the Shanghai-Hong Kong Stock Connect and a net buy of 13.09 billion HKD from the Shenzhen-Hong Kong Stock Connect [1] Northbound Trading Summary - The most net bought stocks included Meituan-W (03690), Xiaomi Group-W (01810), and Beike-W (02423) [1] - The most net sold stocks included Alibaba-W (09988), Tencent (00700), and Hua Hong Semiconductor (01347) [1] Stock Performance Details - Alibaba-W (09988) had a net buy of 14.86 billion HKD and a sell of 21.12 billion HKD, resulting in a net outflow of 6.26 billion HKD [2] - Xiaomi Group-W (01810) saw a net buy of 7.30 billion HKD against a sell of 13.27 billion HKD, leading to a net outflow of 5.97 billion HKD [2] - Meituan-W (03690) recorded a net buy of 5.00 billion HKD and a sell of 8.69 billion HKD, resulting in a net outflow of 3.69 billion HKD [2] Sector-Specific Insights - Meituan-W (03690) received a net buy of 24.81 billion HKD, while Alibaba (09988) faced a net sell of 33.68 billion HKD, with expectations of increased competition in the food delivery sector [4] - Xiaomi Group-W (01810) attracted a net buy of 23.61 billion HKD, supported by positive growth in its smartphone and IoT businesses, with projected adjusted net profits of 446, 515, and 622 billion CNY for 2025-2027 [4] - Beike-W (02423) had a net buy of 9.96 billion HKD, with analysts optimistic about its AI capabilities and cost control despite challenges in the real estate market [5] Additional Company Updates - Kuaishou-W (01024) received a net buy of 5.98 billion HKD, with expectations of strong revenue contributions from its AI initiatives [5] - ZTE Corporation (00763) faced a net sell of 1.56 billion HKD, with plans to repurchase shares amid compliance investigations [5] - Semiconductor companies like SMIC (00981) and Hua Hong Semiconductor (01347) experienced net sells of 5.78 billion HKD and 7.35 billion HKD, respectively, following news of potential sales of AI chips to China [6]

Core Viewpoint - The "5G+AI Emergency Disaster Monitoring and Early Warning System" project by China Mobile Guangxi Company and the Guangxi Emergency Management Department showcases innovative technology and practical effectiveness, winning the first prize at the 2025 5G Application Competition in Guangxi [1] Group 1: Project Overview - The project addresses the challenges of late detection, slow warning, difficult coordination, and high costs in forest fire prevention in Guangxi, leveraging 5G, AI, and Beidou technologies to create an integrated monitoring network [1][9] - The system enables "second-level warning, precise location, and efficient handling" of fire incidents, providing a digital solution for ecological protection in Guangxi [1] Group 2: Technological Implementation - The project employs a "1+3+N" core architecture, which includes "one platform for management, three networks for support, and N applications for implementation," covering the entire chain from monitoring to decision-making and response [9] - The use of 5G smart thermal imaging cameras and drones allows for inspections of key areas to be completed in 1 to 2 hours, achieving a fire detection rate of over 90%, doubling the efficiency compared to manual inspections [9][10] Group 3: Impact and Benefits - Since the implementation of the system, 332 AI monitoring devices have been deployed across seven cities, increasing monitoring coverage by 75% and successfully issuing early warnings for multiple fire incidents, resulting in a reduction of direct economic losses by over 30% [10] - The project is estimated to reduce carbon emissions by approximately 500,000 tons annually and save 4.5 million yuan in labor costs, demonstrating significant ecological and economic benefits [10]

来源：环球网 为深入践行以人民为中心的发展思想，推动"三个一"服务举措落地见效，全面提升一线服务人员的专业 能力与服务意识，12月10-11日，中国移动广西公司在南宁开展了2025年"赋能建功"服务技能大赛。 本次大赛特别邀请广西通信管理局党组成员、副局长魏艳出席开幕式并致辞，她对中国移动广西公司积 极搭建服务技能竞赛平台给予高度肯定，指出在当前通信行业快速发展和用户需求持续升级的背景下， 举办服务技能大赛是适应新形势、回应新期待的关键行动。中国移动广西公司服务技能大赛突出实战导 向，紧贴服务实际，不仅是对一线服务队伍能力素质的全面检验，更成为以赛促学、以赛促训、以赛促 用的重要载体。 大赛紧扣"以赛促学、以赛促练"核心路径，通过高度还原的真实服务案例，全面考察选手的实操技能、 职业素养与综合应变能力。 广西通信管理局党组成员、副局长魏艳出席开幕式并致辞 本次大赛共设个人赛与团队赛两大项目，汇聚全区营业、客服、热线、政企、装维五个赛道百余名精英 同台竞技，全面展现移动人精湛的业务技能、饱满的服务热情、高效的团队协作与前瞻的数智化创新能 力。 以赛固本，坚守服务初心 服务好每一位用户，树立行业标杆，始终是中国移 ...

双方正式签署《战略合作协议》与《5G+未来工厂合作框架协议》，标志着两家行业领军企业将围绕智 能制造、产业数字化等领域展开全方位、深层次的合作，共同开启以"未来工厂"为抓手的智造升级新篇 章，携手探索大健康产业与前沿信息技术融合发展的新路径。 12月11日，森宇控股集团与中国移动金华分公司战略合作签约仪式在森宇集团隆重举行。 根据协议，双方将以森宇入选省级"未来工厂"试点为契机，聚焦智能制造的核心场景，共同推进包括工 业互联网平台、企业数据大脑、智慧园区、数字孪生等在内的系统性数字化工程。同时，合作还将延伸 至通信服务保障、市场资源协同、品牌联合宣传及员工互惠福利等多个层面，旨在构建技术驱动、业务 融合、价值共享的深度合作伙伴关系。 ...

▲在直播赛程下方，咪咕后来增加了图文直播的标识。 时间往前回溯，11月中下旬，外界发现，CBA上赛季的官方合作伙伴中国移动及其旗下的咪咕视频、咪咕咖啡均已从CBA联赛官网的合作伙伴列表中消 失。11月26日举办的CBA新赛季新闻发布会再次印证了这一变动。现场各处背景板上，过去7个赛季的核心媒体合作伙伴咪咕视频不见了，微博也从名单 中撤下，仅剩下央视体育的标识。 离CBA新赛季开赛就差一天，但球迷究竟可以上哪些平台收看比赛，似乎还没有定论。在许多球迷对网络转播已然不抱希望，开始关注起北京台、五星 体育、广东体育这些地方电视台是否会转播CBA时，抖音斜刺里杀出，将参与到CBA常规赛部分场次的视频直播。 12月11日晚间，CBA官宣与抖音集团达成合作，抖音正式成为CBA联赛官方内容平台。自12月12日CBA揭幕战起，抖音、抖音精选、今日头条等抖音集 团相关平台将在每个比赛日免费直播精选比赛场次。 而咪咕作为CBA上一版权周期的互联网转播平台，目前仍旧保持沉默。不过在咪咕视频App的直播赛程页面，咪咕先是上线了CBA常规赛揭幕战的直播预 告，后又特地加上了图文直播的标注。截至本文发布前，咪咕是否能够视频直播联赛首轮比 ...

Core Insights - The top three companies by Hong Kong Stock Connect shareholding ratios are China Telecom (72.50%), Power Assets Holdings (69.68%), and GCL-Poly Energy Holdings (69.67%) [1][2] - Xiaomi Group-W, Tracker Fund of Hong Kong, and China Merchants Bank saw the largest increases in shareholding amounts over the last five trading days, with increases of +4.913 billion, +2.976 billion, and +1.548 billion respectively [1][2] - The companies with the largest decreases in shareholding amounts during the same period include WanGuo Gold Group (-3.816 billion), Tencent Holdings (-2.649 billion), and Alibaba Group-W (-1.421 billion) [1][2] Shareholding Ratios - The latest shareholding ratios for the top 20 companies in Hong Kong Stock Connect are led by: - China Telecom (100.63 billion shares, 72.50%) - Power Assets Holdings (3.72 billion shares, 69.68%) - GCL-Poly Energy Holdings (2.82 billion shares, 69.67%) [1] Recent Increases in Shareholding - The top 10 companies with the largest increases in shareholding amounts over the last five trading days are: - Xiaomi Group-W: +4.913 billion (11.647 million shares) - Tracker Fund of Hong Kong: +2.976 billion (11.551 million shares) - China Merchants Bank: +1.548 billion (3.028 million shares) [1][2] Recent Decreases in Shareholding - The top 10 companies with the largest decreases in shareholding amounts over the last five trading days are: - WanGuo Gold Group: -3.816 billion (-49.945 million shares) - Tencent Holdings: -2.649 billion (-4.403 million shares) - Alibaba Group-W: -1.421 billion (-9.435 million shares) [1][2]

长江商报消息 ●长江商报记者 李璟 国漫包特惠福利重磅来袭 2025年步入最后一个月份，不少人正憧憬着一年一度的跨年之旅。而随着免签"朋友圈"的不断扩列、通 关便利等利好消息的发布，出境游成为大家的一大热门选择。 12月国际漫游包活动的核心优势，源于中国移动全球领先的5G-A网络能力。 目前，中国移动5G-A网络已覆盖全国超330个城市，实现从"能用"到"好用"再到"先进可用"的跃升，其 更高速率、更低时延、更广连接的特性，为跨境通信提供了坚实技术底座。此次推出的国漫包，更是将 5G-A技术延伸至国际漫游场景，用户在境外可享受最高10Gbps的峰值速率，无论是跨境直播、高清视 频通话，还是大型文件传输、云办公协作，都能实现"无卡顿、无延迟"的流畅体验。 从1994年首张GSM网络电话卡问世，到2008年"我能"精神传递进取力量，再到如今AI与5G-A深度融 合，正是中国移动践行"数字中国""网络强国"战略，将5G-A、AI等新型基础设施创新成果转化为用户 可感知价值的具体实践。而全球通所做的，是把前沿科技转化为每一位用户都能感知、用得上、享受得 到的便利与体验。 作为5G向6G 演进的关键技术阶段，5G-A正 ...

Core Viewpoint - The FCC has mandated Chinese telecom operators to resolve certification issues within 14 days, threatening to cut them off from the U.S. telecom network if they fail to comply, which could disrupt communication between users in China and the U.S. [1] Group 1: Regulatory Actions - The FCC has issued an order requiring China Mobile, China Telecom, and China Unicom to address certification issues in the U.S. Robocall Mitigation Database (RMD) within a 14-day timeframe [1] - The Chinese operators must demonstrate that their operations do not pose a threat to U.S. national security and align with public interest [1] Group 2: Consequences of Non-Compliance - Failure to respond adequately will result in the removal of Chinese operators from the RMD, leading to U.S. operators ceasing to receive direct calls from these Chinese companies [1] - This action would effectively block voice calls routed from China to the U.S. through these operators, severely disrupting normal communication between users in both countries [1]

【导读】中移互联网、支付宝、华为联合签署AI+DC新通信战略合作协议，开启"通话即服 务"新时代 中国基金报记者 郭玟君 创新实践验证服务模式 AI生活助手 初具 雏形 中移互联网与支付宝在生活服务领域深度协作，率先通过"纯语音驱动+多模态协同"的AI生活 助手，在医疗健康场景已打通服务闭环。用户通过自然语音交互，不限终端品牌、无需下载A pp 、无需复杂操作，即可高效获取健康科普、智能分诊、报告解读、线上挂号等一站式服 务。 这一实践成功验证了"通话即服务"模式的技术可行性与用户价值，标志着综合性AI生活助手 已初具雏形。它不仅为用户提供了全新的服务获取方式，也为DC通话助理向更广泛的民生服 务领域拓展奠定了坚实基础，证明了语音作为核心交互手段，能够直接驱动服务闭环的巨大 潜力。 三方协同构建核心能力 赋能通话服务智能变革 本次合作汇聚了三方在各自领域的核心优势：中移互联网将依托中国移动覆盖全国的5G新通 话网络和庞大的用户基础，提供稳定可靠的通信保障和产品运营；支付宝将整合其丰富的数 字生活生态能力，联合打造智能化服务场景；华为将提供领先的通信技术解决方案与广泛的 终端适配支持。三方强强联合，旨在共同打造 ...