Group 1 - The integration of AI large models is driving new modes such as platform design, intelligent production, and personalized customization, while open-source AI technologies are lowering the barriers for enterprises to adopt intelligent solutions [1] - For large enterprises, the focus should be on leveraging industrial software to apply AI technologies, while for small and medium-sized enterprises, a "Model as a Service (MaaS)" approach is recommended to reduce the technical challenges of AI adoption [1] - The upgrade of industrial networks is crucial for the deep integration of AI and industry, with a policy goal to promote the transformation of at least 50,000 enterprises by 2028 [1] Group 2 - Future efforts should focus on innovating new industrial networks, building high-quality industrial data sets, and cultivating industrial intelligence, emphasizing real-time, deterministic, and secure network capabilities [2] - The establishment of innovation coalitions in key industries such as automotive and steel is necessary to create valuable industrial data sets and develop a multi-level application system [2] - The development of industrial intelligence should follow a step-by-step approach from device level to enterprise level, enhancing capabilities progressively [2]

□ 本报记者胡春春 OPC(One Person Company，单人公司)引领开启"单人+AI即公司"的创新模式，旨在通过人工智能赋能个 体创业，充分发挥企业、人才的创新主体作用，以良好生态竞逐人工智能新赛道。 吸引创新力量的不仅是优惠政策，更是完整产业生态形成的强大磁场。这种吸引力正在推动创新要素的 跨区域流动。 苏州创业者朱鹏飞的落户经历颇为典型。去年12月22日，他前来模法学院考察，从下午两点开始交流， 到四点就做出了落户决定。"打动我的是清晰的产业规划、务实的支持政策，以及那种真正服务创业者 的精神。"他创立的栩之泽科技专注于AI智能文稿处理，在企业落地后就获得建邺高新区对OPC社区的 业务场景支持，目前与省数据集团的第一笔订单已对接完成，项目即将开展运营，这也是省属国企赋能 OPC企业的第一单，示范效应凸显。 OPC模式乘风而来,南京建邺高新区的多个OPC社区已悄然形成快速生长、同步发力的蓬勃态势。近 日，记者实地走访了建邺高新区多个OPC社区，包括位于南京国家广告产业园的建邺数字消费集聚区极 客码头、南京数智城C片区"模法学院"等，探寻"一人公司"如何在这里成为AI产业的创新支点。 走在前列：为 ...

Group 1 - The industry investment rating is "Buy" [2] - The report indicates that the communication sector's fund holdings have continued to rise quarter-on-quarter, with a notable increase in the allocation towards optical modules in Q4 2025 [6][20] - The communication sector's PE-TTM as of December 31, 2025, is 49.5 times, ranking it 7th among all Shenwan first-level industry indices, with a slight increase compared to the previous quarter [14][20] Group 2 - In Q4 2025, the total market value of fund holdings in the communication sector reached 186.39 billion CNY, an increase of 23.88 billion CNY from Q3 2025, marking the highest proportion of fund stock holdings in four years at 9.5% [23][25] - The report highlights a significant trend of increasing fund concentration in optical modules, with major holdings in companies like Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication [28][31] - The report notes a shift in fund strategies, with increased holdings in China Telecom (H shares) and a reduction in holdings of telecom equipment manufacturers like Zhongtian Technology and ZTE [46][54]

本文字数：1398，阅读时长大约2分钟 2026.01. 25 作者 | 第一财经 金叶子 随着人工智能的不断发展，科研和产业界对垂直领域的大模型提出更高需求。 1月25日下午，上海交通大学正式发布光学领域垂直大语言模型——Optics GPT（光学大模型），标 志着我国在人工智能与硬科技交叉融合领域取得重要突破。 该模型如同一位"虚拟光学专家"，能够深度理解光学原理，为科研、设计与教学提供智能化支持。 当前，通用人工智能模型虽功能强大，却难以深入理解如光学等需要深厚专业知识与精密计算的硬科 技领域。上海交通大学"光生未来"项目组打造的这款"光学原生"的专业模型，并非简单改造通用模 型，而是从光学专业数据中"成长"而来，系统学习了光通信、光学设计等领域的核心知识与设计逻 辑。 通俗来讲，如果说ChatGPT这样的通用大模型是"博学的通才"，那么Optics GPT则是"资深的专 才"。它集中精力深度学习一个特定领域的全部知识，从而在该领域内回答更专业、解决更具体的问 题，可靠性也更强。这就像培养一位光学专业的博士生，使其成为该领域的AI专家。 作为完全自研的国产模型，光学大模型具备鲜明的"四大特点"：轻部署、 ...

Core Viewpoint - The article highlights the risks associated with not unlinking old phone numbers from accounts, which can lead to unauthorized access and potential financial loss when the number is reassigned to someone else [1][4]. Group 1: Incident Overview - A case was reported where an individual lost access to their WeChat account containing 100,000 yuan due to their old phone number being reassigned after not being unlinked [1][2]. - The police were able to recover the account and funds after identifying the new user [2]. Group 2: Regulations and Risks - According to national telecommunications regulations, phone numbers can be reassigned 90 days after cancellation, referred to as "secondary numbers" [2][4]. - The practice of reassigning numbers is a common method to optimize communication resources but poses privacy and security risks if the original owner has not unlinked their accounts [4]. Group 3: User Guidance - Users can check if a new number is a "secondary number" through a service provided by major telecom operators and internet platforms, which allows for easy unbinding of previous account associations [6][10]. - It is recommended to prioritize unlinking important accounts, such as payment and social media, before canceling the old number [12]. Group 4: Security Measures - After unlinking and canceling a number, it is advised to physically destroy the SIM card to prevent unauthorized use [13]. - Old electronic devices should also be properly cleaned to avoid leaking personal information, including financial and work-related data [13]. Group 5: Final Recommendations - The article emphasizes a three-step process for changing phone numbers: query, unlink, and destroy, to safeguard personal information [15].

Core Viewpoint - The AI Fund Ping An Hong Kong Stock Connect Dividend Select Mixed Fund A (021046) reported a profit of 11.96 million yuan for Q4 2025, with a net asset value growth rate of 3.5% during the period [3]. Fund Performance - As of January 22, the fund's unit net value was 1.286 yuan, with a fund size of 389 million yuan [3][17]. - The fund's performance over the past three months showed a return of -0.63%, ranking 588 out of 621 comparable funds; over the past six months, it returned -0.69%, ranking 607 out of 621; and over the past year, it achieved a return of 19.68%, ranking 525 out of 613 [4]. Investment Strategy - The fund manager indicated that in the context of declining cash yields, high-dividend assets have shown a "quasi-fixed income" characteristic, becoming a dominant investment style in Q4. In contrast, growth sectors faced increased volatility and pressure due to market sentiment and fluctuating fundamental expectations [3]. - The fund will continue to focus on stable high-dividend stocks, particularly in the financial, telecommunications, energy, and public utility sectors, which are expected to provide visibility and stable profits during the economic recovery [3]. Risk Metrics - The fund's Sharpe ratio since inception is 1.3198, indicating a favorable risk-adjusted return [9]. - The maximum drawdown since inception is 10.87%, with the largest quarterly drawdown occurring in Q2 2025 at 9.1% [12]. Portfolio Composition - The average stock position since inception is 85.49%, with a peak of 89.53% at the end of H1 2024 and a low of 71.51% at the end of Q3 2024 [15]. - The fund has a high concentration of holdings, with the top ten stocks including China National Offshore Oil, China Mobile, CITIC Bank, Bank of China, and others [20].

AI基金平安港股通红利优选混合A（022748）披露2025年四季报，第四季度基金利润184.91万元，加权平均基金份额本期利润0.0378元。报告期内，基金净 值增长率为3.53%，截至四季度末，基金规模为5481.12万元。 该基金属于偏股混合型基金。截至1月23日，单位净值为1.103元。基金经理是丁琳，目前管理6只基金。其中，截至1月23日，平安消费精选混合A近一年复 权单位净值增长率最高，达45.72%；平安港股通红利优选混合A最低，为13.17%。 基金管理人在四季报中表示，鉴于宏观环境仍存在不确定性，本基金将维持基本面稳定的高分红股份作为主要投资部署，继续看好金融、电信、能源和公用 事业等板块。我们认为这些行业在经济恢复过程当中能带来良好的能见度和盈利稳定性，且能维持高分红。 截至1月23日，平安港股通红利优选混合A近三个月复权单位净值增长率为-1.54%，位于同类可比基金655/689；近半年复权单位净值增长率为-1.40%，位于 同类可比基金674/689；近一年复权单位净值增长率为13.16%，位于同类可比基金622/674。 截至12月31日，基金成立以来夏普比率为0.8153。 截至1 ...

在茶园见证一片叶子的神奇之旅，走进古镇感受水乡风情；白天在西子湖畔赏湖光山色，夜晚漫步钱江 世纪城感受时尚脉动……一年四季，之江大地处处涌动着入境游的热潮。 热潮背后，是浙江抢抓"免签朋友圈"扩大的机遇，积极推进入境游便利化服务举措。2025年，我省制定 并实施《浙江省入境旅游"125"跃升计划》，提出大力推进入境旅游全链条便利化"一件事"改革项目 （下称"'一件事'改革"），针对入境游中呼声最集中、制约最突出的问题推进改革，覆盖入境审核、支 付服务等八个事项。 从退税到通信，更畅通 空箱而来，满载而归。入境游的火爆带动了"中国购"的火热。 据初步统计，在"一件事"改革加持下，2025年全省接待入境过夜游客417.1万人次，比上年增长24.6%。 外国游客入浙游更便捷、更高效、更智慧、更有感。 从入关到入住，更快捷 出示护照、机票以及提前在线上填好的入境信息……在杭州萧山国际机场T4航站楼出入境大厅，意大 利游客Menail Ilyes很快完成入境通关。"我在排队的时候就扫好了二维码，在线上填写入境信息，这样 入境真的快很多。"Menail Ilyes说。 如此快速的操作，得益于"一件事"改革入境通关"一站办 ...

【窩輪透視】「強力買入」信號亮起，如何把握聯通的短線反彈？ 1月22日，三大中資電信股走勢略有分化，中國電信 (00728)表現相對強勢，單日上漲0.78%至5.17元；中國聯通 (00762.)小幅回升0.40%，收於7.62元；中國 移動 (00941)則微跌0.25%，收報79.00元。 溫馨提示：本文章不構成任何投資建議。 截至今日（23日）阻力位先看7.9元，突破後或測試8.25元。支撐位方面，首要關注7.42元，若跌破則可能進一步下探7.21元。需注意的是，目前仍處長期下 跌趨勢中，逆向博弈反彈需謹慎評估風險，控制倉位與止損至關重要。 結合聯通的技術走勢，精選一隻認購證產品供投資者參考： 中聯信證六七購A.C (24226)，槓桿比例8倍，行使價8.88元。該產品核心特點為引伸波幅最低，在股價出現短期反彈時，引伸波幅波動對產品價格的負面影 響相對較小，適合對聯通短線反彈有預期的投資者關注，需留意行使價距離當前股價的差距及到期時間。 | 相關資產 | 名稱 | 座前 | 複年 | 行使 | | --- | --- | --- | --- | --- | | 中國聯通(00762) | 信證認購證 | ...

Group 1 - India's GDP has surpassed Japan, making it the fourth largest economy in the world, with expectations to overtake Germany within three years [1] - India has achieved over 400 million 5G users, surpassing the US, EU, and Japan, ranking second globally after China [1] - Reliance Jio, India's largest telecom operator, is projected to grow its 5G user base by nearly 50% to 253 million by the end of 2025, surpassing China Unicom [1][2] Group 2 - Reliance Jio's average monthly data usage per user is 40.7GB, significantly higher than China's average of 17GB [2] - The rapid growth of India's 5G user base is attributed to a lack of affordable fixed broadband options, with 95.22% of internet users relying on mobile broadband [5] - The high cost and low speed of fixed broadband in India drive users towards mobile solutions, making 5G more appealing [6][8] Group 3 - Despite the rapid increase in 5G users, there are concerns about network quality, with 5G download speeds declining from 304Mbps in Q1 2023 to 197.9Mbps by Q3 2025 [9] - India has only 519,000 5G base stations, resulting in a ratio of 12.98 base stations per 10,000 users, compared to China's 40.5 base stations [9] - The disparity in infrastructure quality indicates that while user numbers are impressive, the foundation for sustainable growth in network quality remains weak [10]