证券之星消息，10月21日通信服务板块较上一交易日上涨0.02%，线上线下领涨。当日上证指数报收于 3916.33，上涨1.36%。深证成指报收于13077.32，上涨2.06%。通信服务板块个股涨跌见下表： 从资金流向上来看，当日通信服务板块主力资金净流出4.44亿元，游资资金净流入1.35亿元，散户资金净 流入3.1亿元。通信服务板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603881 | 数据港 | 9793.32万 | 9.78% | -77.84万 | -0.08% | -9715.48万 | -9.71% | | 300959 线上线下 | | 6031.99万 | 4.22% | -6051.62万 | -4.23% | 19.63万 | 0.01% | | 300383 光环新网 | | 2736.13万 | 5.82% | 999.22万 | 2.12% | -373 ...

近日，商汤沙特SenseTime MEA与中国电信（阿联酋）达成重要合作，双方将推进AI视觉在阿曼智慧城 市领域的创新应用。SenseTime MEA是商汤科技与沙特国家主权基金PIF于2021年末成立的合资公司， 长期深耕发展中东智慧城市、智慧文旅及AI教育等数字体验业务。此次合作融合了SenseTime MEA在中 东发展经验及技术和中国电信 "云网智安"的一体化优势，为阿曼开启智慧城市与数字化转型的新时 代，也标志着SenseTime MEA通过创新生态合作，将AI技术扩散到更多海湾地区。 关于商汤 免责声明：此文内容为本网站刊发或转载企业宣传资讯，仅代表作者个人观点，与本网无关。文章不构 成投资建议，仅供读者参考，并请自行核实相关内容。 作为人工智能软件公司，商汤科技以"坚持原创，让AI引领人类进步"为使命，旨在持续引领人工智能前 沿研究，持续打造更具拓展性更普惠的人工智能软件平台，推动经济、社会和人类的发展，并持续吸引 及培养顶尖人才，共同塑造未来。 商汤科技拥有深厚的学术积累，并长期投入于原创技术研究，不断增强行业领先的多模态、多任务通用 人工智能能力，涵盖感知智能、自然语言处理、决策智能、智能内 ...

Group 1 - Five central enterprises have undergone changes in external board member positions [1][2][3][4][5] - China National Nuclear Corporation appointed Ge Xiaochun as an external director, while Ouyang Qian is no longer serving in this role [1] - China Aerospace Science and Industry Corporation appointed Zhang Fengchun as an external director [2] - China Telecom Group appointed Zhou Yubo as an external director [3] - China Satellite Network Group appointed Zhang Jianheng as an external director [4] - China FAW Group appointed Ding Shaobin as an external director [5]

中国核工业集团有限公司 10月21日，国务院国资委网站发布《央企人事｜5户中央企业外部董事职务变动》： 经研究，聘任 葛小春 为中国核工业集团有限公司外部董事， 欧阳谦 不再担任中国核工业集团有限公司 外部董事职务。 中国航天科工集团有限公司 经研究，聘任 张逢春 为中国航天科工集团有限公司外部董事。 中国电信集团有限公司 经研究，聘任 周渝波 为中国电信集团有限公司外部董事。 中国卫星网络集团有限公司 经研究，聘任 张建恒 为中国卫星网络集团有限公司外部董事。 中国第一汽车集团有限公司 经研究，聘任 丁绍斌 为中国第一汽车集团有限公司外部董事。 来源： 国务院国资委网站 责编：杨喻程 校 对： 姚远 百万用户都在看 刚刚，利好来了！A股公司，密集公告！ 突发！美国、印度，重大变局！ 刚刚，涨爆了！股市，集体拉升！ 暴涨1600点！日本股市，突然引爆！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 看券商中国 知天下财经 扫码关注券商中国公众号 扫码下载 券 中 社 A P P quanshangcn 舞#t 券中社APP qzs.stcn.com 券 商 中 国 是 证 ...

Core Insights - China Telecom has announced the procurement of G.654.E optical fibers, marking the first time it has conducted a trunk cable tender in a framework format, with Yangtze Optical Fibre and Cable Joint Stock Limited Company winning the largest share [1] - The procurement involves approximately 2.24 million core kilometers of G.654.E optical fibers, indicating a significant increase in demand driven by the national "East Data West Computing" initiative [1] - The construction of backbone optical cable networks by China Telecom is accelerating, with the current procurement only meeting about half a year's project needs, suggesting a larger upcoming procurement in mid to late 2026 [1] Industry Trends - The three major telecom operators in China, including China Mobile and China Unicom, are entering a peak phase of G.654.E trunk network construction [1] - G.654.E optical fibers are becoming a critical foundation for supporting computing power networks, essential for the macro strategy of "East Data West Computing" and precise deployment in urban areas [1] - The new type of optical fiber, characterized by ultra-low loss, ultra-large capacity, and ultra-low latency, is being recognized as a "golden channel" for facilitating the digital economy in China [1]

经研究，聘任张逢春为中国航天科工集团有限公司外部董事。 经研究，聘任葛小春为中国核工业集团有限公司外部董事，欧阳谦不再担任中国核工业集团有限公司外 部董事职务。 中国航天科工集团有限公司 人民财讯10月21日电，据国务院国资委网站，5户中央企业外部董事职务变动。 中国核工业集团有限公司 中国电信集团有限公司 经研究，聘任周渝波为中国电信（601728）集团有限公司外部董事。 中国第一汽车集团有限公司 经研究，聘任丁绍斌为中国第一汽车集团有限公司外部董事。 中国卫星网络集团有限公司 经研究，聘任张建恒为中国卫星（600118）网络集团有限公司外部董事。 ...

Key Points - The State-owned Assets Supervision and Administration Commission of the State Council announced personnel changes for five central enterprises [1] Group 1: Personnel Changes - China National Nuclear Corporation appointed Ge Xiaochun as an external director, while Ouyang Qian is no longer serving in this role [2] - China Aerospace Science and Industry Corporation appointed Zhang Fengchun as an external director [3] - China Telecom Group appointed Zhou Yubo as an external director [4] - China Satellite Network Group appointed Zhang Jianheng as an external director [5] - China FAW Group appointed Ding Shaobin as an external director [6]

Group 1 - The State-owned Assets Supervision and Administration Commission (SASAC) announced changes in external director positions for five central enterprises [1] - Ge Xiaochun has been appointed as an external director of China National Nuclear Corporation, while Ouyang Qian will no longer serve in this role [1] - Zhang Fengchun has been appointed as an external director of China Aerospace Science and Industry Corporation [1] - Zhou Yubo has been appointed as an external director of China Telecom Group [1] - Zhang Jianheng has been appointed as an external director of China Satellite Network Group [1] - Ding Shaobin has been appointed as an external director of China First Automobile Group [1]

Group 1 - The core viewpoint highlights the strong performance of the communication ETF, which has seen a net value increase of 94.23% over the past two years, ranking 39th out of 2358 index equity funds, placing it in the top 1.65% [2] - The communication ETF has recorded a maximum monthly return of 33.97% since its inception, with the longest consecutive monthly gains lasting 5 months and a total increase of 76.35%, averaging a monthly return of 7.57% during rising months [2] - Nvidia's Rubin has raised shipment expectations, indicating that leading companies may begin to increase total demand for 1.6T next year, reinforcing the sustainability and certainty of the high prosperity cycle for optical modules driven by AI computing power [2] Group 2 - The top ten weighted stocks in the Guozheng Communication Index account for 66.02% of the index, with major companies including Zhongji Xuchuang, Xinyi Sheng, ZTE, China Telecom, China Mobile, and China Unicom [3] - The stock performance of key companies shows varied results, with Zhongji Xuchuang increasing by 9.20% and China Telecom decreasing by 0.58%, while other companies like Xinyi Sheng and ZTE also showed positive growth [5] - Investors can access AI transformation opportunities in optical communication through the communication ETF linked fund (019072) [5]

Core Viewpoint - The article highlights the emergence of AI-generated music videos, specifically through the platform TeleStudio developed by China Telecom, which allows users to create high-quality videos easily and for free during a limited period [3][6][40]. Group 1: TeleStudio Features - TeleStudio supports video generation in high definition (2K) with a maximum duration of 20 seconds, enabling complex actions to be executed seamlessly [5][14]. - The platform offers three main creative functions: image generation, video generation, and sound generation, allowing users to create content with simple prompts [7][13]. - Users can generate images based on specific prompts, select their preferred images, and use them as frames for video creation [9][11]. Group 2: User Experience and Functionality - The platform allows for the creation of videos by uploading images and providing descriptive prompts, making the process user-friendly [16][18]. - TeleStudio includes a unique feature called "Everything Dances," which enables users to make static images perform dance moves by simply selecting a dance style [22][23]. - The platform can also generate videos based on audio inputs, allowing for creative combinations of sound and visuals [37][38]. Group 3: Technological Support - TeleStudio is powered by the Starry Sky model developed by China Telecom's AI Research Institute, which effectively understands the complex relationships between text, images, and sounds [40][41]. - The platform's performance is supported by the AI Flow network, which ensures efficient and low-latency processing of the substantial computational power required for video generation [41]. Group 4: Market Impact and Opportunities - TeleStudio addresses the challenges of content creation in the short video era by lowering the barriers for both professional creators and amateurs, enabling anyone to become a creator [40][42]. - The platform is currently free to use and has launched a video creation challenge to encourage users to bring their creative ideas to life [42].