扬子晚报/紫牛新闻记者了解到，扬州市委、市政府一直重视人工智能产业发展，将人工智能作为"613"产业体系中重点发展的领域，加快布局"人工智能 +"未来赛道。前不久举办的人工智能OPC创新发展大会明确提出，扬州将打造"中国最优OPC创业之城"。此次举办网络统战助力"人工智能+"创新创业主 题沙龙，既是贯彻落实市委市政府关于人工智能产业发展部署要求的具体行动，也是深化网络统战工作创新、服务全市经济社会高质量发展的生动探索。 1月30日，"网联赋能共创未来"——扬州市网络统战助力"人工智能+"创新创业主题沙龙活动，在中国移动（600941）江苏有限公司扬州分公司举办。活动 中，全体人员集中参观了扬州移动5G+未来体验中心，"扬州市网络人士之家"在该公司揭牌。 现场交流 市委常委、统战部部长丁四海，市委统战部副部长杨秀华，市委网信办副主任沈娟娟，市数据局副局长乔有金，市网联会会长、市大数据管理中心主任韩 义森，中国移动江苏有限公司扬州分公司党委书记、总经理宗迅怀等出席活动。活动现场，市委网信办、市数据局分别作人工智能产业发展政策解读，中 国移动江苏有限公司扬州分公司发布了"AI+OPC灵犀晓伴智能体"。座谈交流环节， ...

证券之星消息，1月30日通信服务板块较上一交易日上涨0.33%，世纪恒通领涨。当日上证指数报收于 4117.95，下跌0.96%。深证成指报收于14205.89，下跌0.66%。通信服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301428 | 世纪恒通 | 45.20 | 4.56% | 20.97万 | | 9.15 亿 | | 603220 | 中贝通信 | 25.90 | 2.53% | 30.33万 | | 7.79亿 | | 300442 | 润泽科技 | 81.83 | 2.27% | 66.43万 | | 54.08亿 | | 300597 | 吉大通信 | 9.92 | 2.06% | 7.75万 | 7610.52万 | | | 603881 | 数据港 | 37.57 | 2.04% | 81.13万 | | 30.97亿 | | 000889 | 中嘉博创 | 3.60 | 1.41% | 14.44万 | 5145.67万 | ...

瑞银预计中国移动2025-2026年净利润将增长2-3%，派息比率分别达到74.5%/76%，因此每股股息预计 每年以中单位数百分比增长，对应2026年预期股息率7-8%。该行预计中移动2026年资本开支将下降 2.3%，结构性转向计算设备如AI服务器，其折旧年限较传统电信设备为短。根据该行观察，中国领先 的AI大语言模型仍在演进阶段，企业客户亦处于探索AI应用场景的阶段。因此初期AI项目仍需大量客 制化，盈利能力存在不确定性。 报告指，虽然中国电信营运商对股息派发的承诺以及持续的成本控制，但由于互联网巨头在AI能力上 领先并持续抢占云市场份额，同时传统电信业务在宏观环境下受压，认为股价上行空间有限。以2026年 预期股息率7-8%、盈利年均复合增长率处于低单位数计，料中移动难以产生超额回报。 智通财经APP获悉，瑞银发布研报称，中国移动(00941)股价上行潜力有限，缺乏重新估值催化剂，将目 标价从100港元下调至81港元，并将评级从"买入"下调至"中性"。 瑞银指，中移动目前2026年预期股息率约7%，高于亚太区同业中位数的5%，但2025-2028年盈利盈利年 均复合增长率仅2%，低于亚太区同业的6-7 ...

报告指，虽然中国电信营运商对股息派发的承诺以及持续的成本控制，但由于互联网巨头在AI能力上 领先并持续抢占云市场份额，同时传统电信业务在宏观环境下受压，认为股价上行空间有限。以2026年 预期股息率7-8%、盈利年均复合增长率处于低单位数计，料中移动难以产生超额回报。 智通财经APP获悉，瑞银发布研报称，中国移动(00941)股价上行潜力有限，缺乏重新估值催化剂，将目 标价从100港元下调至81港元，并将评级从"买入"下调至"中性"。 瑞银指，中移动目前2026年预期股息率约7%，高于亚太区同业中位数的5%，但2025-2028年盈利盈利年 均复合增长率仅2%，低于亚太区同业的6-7%。由于中国移动已明确提供股息指引，该行认为稳定的股 息展望已充分反映在目前股价中。 瑞银预计中国移动2025-2026年净利润将增长2-3%，派息比率分别达到74.5%/76%，因此每股股息预计 每年以中单位数百分比增长，对应2026年预期股息率7-8%。该行预计中移动2026年资本开支将下降 2.3%，结构性转向计算设备如AI服务器，其折旧年限较传统电信设备为短。根据该行观察，中国领先 的AI大语言模型仍在演进阶段，企业客户亦 ...

瑞银发表报告指，中国移动股价上行潜力有限，缺乏重新估值催化剂，将其目标价从100港元下调至81 港元，评级从"买入"下调至"中性"。报告指，虽然中国电信营运商对股息派发的承诺以及持续的成本控 制，但由于互联网巨头在AI能力上领先并持续抢占云市场份额，同时传统电信业务在宏观环境下受 压，认为股价上行空间有限。以2026年预期股息率7-8%、盈利年均复合增长率处于低单位数计，预计 中国移动难以产生超额回报。 ...

Market Performance - On January 29, the A-share market saw a decline of 0.23%, with a trading volume of CNY 3.26 trillion, an increase of CNY 267.1 billion from the previous day[1] - The Hang Seng Index rose by 0.51%, while the Hang Seng Technology Index fell by 1.00%[1] - Net inflow of southbound funds was HKD 4.374 billion, with Tencent and Xiaomi seeing inflows of HKD 800 million and HKD 643 million respectively[1] Sector Rotation - Rapid rotation in market styles was observed, with AI applications surging over 6% in the morning, while gold and oil stocks initially rose but quickly retreated[1] - The white wine index surged by 9.79% in the afternoon, with all constituent stocks except Kweichow Moutai hitting the daily limit[1] - The real estate sector also showed strength, indicating a potential shift in trading strategies[1] Investment Insights - The white wine market's rapid rise is attributed to a rebound expectation after a decline since mid-January, but the sustainability of this rebound is uncertain[2] - The technology sector's logic remains intact, with AI agents becoming more established, although the STAR 50 and STAR 200 indices showed reduced trading volumes[2] - The bond market is experiencing upward pressure, with the 10-year government bond yield dropping to 1.81%, a near one-month low[4] Commodity Market Trends - Precious metals continued to perform strongly, with gold and silver prices rising by 7.88% and 8.51% respectively[7] - Industrial metals also showed robust performance, with copper increasing by 6.71%[7] - Oil prices rebounded due to geopolitical risks, with crude oil and fuel rising by 3.69% and 4.00% respectively[7] Economic Outlook - The bond market is expected to remain in a range-bound state, with 1-year and 10-year government bond yields likely oscillating between 1.25%-1.30% and 1.80%-1.85%[6] - The supply-demand dynamics in the bond market may shift, with local government bond issuance plans increasing significantly from CNY 422.9 billion to CNY 769.7 billion[6]

瑞银将 中国移动 A股评级下调至中性，目标价95元人民币。 ...

Core Insights - The Ministry of Industry and Information Technology released the "2025 Communication Industry Statistical Bulletin," indicating stable growth in China's communication industry, with ongoing optimization of industrial structure and a significant increase in user scale, particularly in 5G and gigabit infrastructure deployment [1] User Growth - By the end of 2025, the number of 5G mobile phone users is projected to reach 1.204 billion, accounting for 65.9% of total mobile phone users, an increase of 9.2 percentage points from the end of 2024 [1] - Fixed broadband access users are expected to total 691 million, with a net increase of 20.99 million in 2025. Among these, users with access speeds of 1000 Mbps or higher will reach 238 million, representing 34.5% of total users, up 3.6 percentage points from 2024 [1] Network Infrastructure Development - The number of 5G base stations is anticipated to reach 4.838 million by the end of 2025, with a net increase of 588,000 from 2024, making up 37.6% of total mobile base stations, an increase of 4 percentage points [2] - The total length of newly built optical cable lines in 2025 is projected to be 2.113 million kilometers, bringing the national total to 74.99 million kilometers. The number of 10G PON ports capable of gigabit network services is expected to reach 31.62 million, with a net increase of 3.419 million [2] Computing Power Integration - The three major telecom operators are transitioning their computing power layout from "broad coverage" to "deep integration," with the number of service data center racks reaching 938,000 by the end of 2025, an increase of 108,000 from 2024 [2] - The integration of computing and networking is expected to enhance the precision of computing power distribution across various industries and scenarios, leading to a unified national computing power network [3] Industry Digitalization - The ongoing integration of computing and networking is driving deeper digitalization across industries, characterized by active mobile data traffic consumption and extensive industry application integration [3] - The industrial internet has achieved coverage across 41 industrial categories, becoming a key driver for digital transformation and intelligent upgrades across various sectors [3] Technological Advancements - The integration of computing and networking is breaking down barriers between cloud computing and communication networks, embedding computing capabilities into the network layer for more efficient and customized services [4] - Continuous optimization of network infrastructure is expected to embed computing-network integration into new application scenarios and service models, providing users with diverse and innovative value [4]

Group 1 - The 2026 China Finance TMT "Leading List" ceremony was held on January 29, organized by a well-known financial media operator [1] - China Mobile Shanghai's "Smart Guardian: Warm Elderly Care" comprehensive solution won the "2025 Annual Operator 'Elderly Care Service' Excellent Solution" award [1] - The evaluation process was fair, open, and competitive, involving major domestic telecom operators and numerous well-known enterprises [1]

1月29日，由运营商财经网主办的2026中国财经TMT"领秀榜"盛典以多平台直播的线上形式顺利举 行，"2025年度运营商科技创新成果转化优秀项目"获奖名单也正式公布。 （责任编辑：周颖） 此次评选活动竞争激烈，得到了包括运营商集团公司、省公司、专业公司、研究院、地市公司在内的广 泛关注和积极参与。 运营商财经网讯 其中，中国移动上海公司的"诊疗陪伴数智人元医院项目"成功脱颖而出，斩获"2025年度运营商科技创 新成果转化优秀项目"这一奖项，热烈祝贺！ ...