Core Viewpoint - The core viewpoint emphasizes the importance of AI applications and the need for innovation and collaboration between academia and industry to address challenges in the AI era [2][7][14]. Group 1: AI and Its Applications - AI without a network is considered an information island, highlighting the necessity of connectivity for effective AI utilization [2]. - The focus should be on practical applications of AI in various sectors, such as agriculture, healthcare, and mining, to enhance efficiency and safety [8][9]. - AI is expected to significantly improve productivity in industries, with examples including automated coal mining and enhanced diagnostic capabilities in healthcare [8][9]. Group 2: Education and Talent Development - The role of educational institutions is to explore the future, while companies focus on creating commercial value, necessitating a balance between the two [14]. - There is a call for educational reforms to cultivate talent capable of driving technological advancements, emphasizing the importance of nurturing homegrown talent rather than solely relying on imports [13][14]. - The shift from traditional education models to more decentralized, network-based learning is seen as beneficial for societal progress [11]. Group 3: Collaboration Between Academia and Industry - The collaboration between universities and industries is crucial for addressing real-world challenges and fostering innovation [10][14]. - Companies are encouraged to support educational initiatives that enhance programming and AI skills in underdeveloped regions [10]. - The integration of academic research with industrial applications is highlighted as a pathway to achieving significant technological breakthroughs [14][32]. Group 4: Future of Work and AI - The impact of AI on job markets is acknowledged, with a focus on the need for re-education and skill development for displaced workers [27][28]. - The potential for AI to automate tasks traditionally performed by humans is discussed, with an emphasis on the importance of adapting to these changes [28]. - The future workforce will require a blend of technical skills and adaptability to thrive in an AI-driven economy [27][28]. Group 5: Global Perspective and Innovation - The importance of global collaboration in technology and education is emphasized, with a recognition of the contributions from various countries [17][33]. - Innovation is seen as a collective effort, with the need for diverse perspectives to drive advancements in technology [17][33]. - The potential for countries to leapfrog in technology through strategic investments in education and infrastructure is highlighted [17][33].

转自：新华网 新华网海南博鳌12月4日电（石海平）12月2日-5日，2025企业家博鳌论坛系列活动在海南博鳌举行。 十次聚首，十载春秋。今年，企业家博鳌论坛迎来了它的第一个十年。 走进今年企业家博鳌论坛会场入口，海浪在弧形巨幕上奔涌，与寓意"十载同心"的流光拱门，共同奏响 迎宾的序曲。 2016年，当第一批参会企业家带着对"丝路新梦想"的憧憬踏上这片土地时，或许不曾预料到这个平台将 如此深刻地参与并见证中国经济的转型升级。10年后的今天，新能源车静静穿行于椰林大道，零碳建筑 与蓝天白云相映成趣。 从一到十，企业家博鳌论坛始终与时代同频共振，激荡前行的力量。 一 往里走，擎朗机器人向人们展示可应用的生活场景，将算法转化为服务动能；格力空调正在进行直播带 货，将关注度转化为商业价值；深色波司登"∞"（极限）造型展馆展出最新的潮品，将品牌理念转化为 消费引力…… 这些场景如同一个个高能粒子，在论坛这个"强磁场"中碰撞、交织、反应。 十年间，企业家博鳌论坛的功能发生深刻变化。如今，论坛已从初期单一的观点交流空间，演进为"讲 台+展台+平台"的"超级连接器"。 主旨演讲、公开课、木兰悦享荟、报告发布……多样化的交流形式 ...

来源：市场资讯 （来源：国金证券第5小时） | 申购价格 | 所属行业 | 发行市盈率 | 行业最近一个月平 均静态市盈率 | | --- | --- | --- | --- | | 83.06元 | 计算机、通信 和其他电子设 | 不适用 | 58.25倍 | | | 各生 半小 | | | 出川上一 | | | 可比公司 | | | --- | --- | --- | --- | | 证券简称 | 市盈率 (倍) | 市值(亿元) | 近一月涨跌 | | 卓胜微 | -190.44 | 370.07 | -0.04% | | 唯捷创芯 | 972.07 | 165.20 | 4.35% | 公司主营业务介绍 公司是一家专注于射频、模拟领域的集成电路设计企业,是国 家级专精特新重点"小巨人"企业。公司主要从事射频前端芯 片、射频SoC芯片及其他模拟芯片的研发、设计与销售。自成 立以来,公司通过持续的研发投入和技术积累,不断进行产品 高效迭代,为客户提供高性能、高可靠性、低功耗、高集成度 的射频及模拟芯片产品。 | | | 主要财务数据 | | | --- | --- | --- | --- | | | 20 ...

工业和信息化部：实施工业互联网与重点产业链"链网协同"行动 12月4日，工业和信息化部党组开展理论学习中心组学习。会议强调，要准确把握深入推进工业互联网 创新发展工作的内在规律。体系化是独特优势，要将体制机制、市场规模、基础设施、技术产品等方面 优势发挥好、利用好。时代化是内在动力，要在自动化、信息化发展基础上，推动工业互联网与人工智 能、5G、大数据、云计算等技术互促发展。融合化是根本要求，要加快工业互联网创新发展，推动信 息化和工业化、实体经济和数字经济、科技创新和产业创新、先进制造业和现代服务业深度融合。 央行12月5日将开展10000亿元买断式逆回购操作，期限为3个月 为保持银行体系流动性充裕，2025年12月5日，中国人民银行将以固定数量、利率招标、多重价位中标 方式开展10000亿元买断式逆回购操作，期限为3个月（91天）。 宏观热点 公司新闻 海森药业：董事及高管拟合计减持不超12.43万股公司股份。 ST先河（维权）：12月8日起撤销其他风险警示。 航天机电：目前公司主营业务不涉及商业航天。 骏亚科技：公司PCB产品用于人形机器人的营收比重很小。 湖北：到2027年全省船舶工业产值突破1300 ...

12月4日，工业和信息化部党组开展理论学习中心组学习。会议指出，发展工业互联网是顺应引领新一 轮科技革命和产业变革、打造新质生产力的必然选择，是主动应对全球产业链和供应链重塑、服务新发 展格局的迫切需要，是统筹建设制造强国和网络强国、推进新型工业化的坚强支撑。 工信部部长李乐成在主持会议时强调，要准确把握深入推进工业互联网创新发展工作的内在规律。要将 体制机制、市场规模、基础设施、技术产品等方面优势发挥好、利用好。 同时，要在自动化、信息化发展基础上，推动工业互联网与人工智能、5G、大数据、云计算等技术互 促发展。要加快工业互联网创新发展，推动信息化和工业化、实体经济和数字经济、科技创新和产业创 新、先进制造业和现代服务业深度融合。 为进一步推动工业互联网的应用，会议要求，要将工业互联网与制造业数字化转型、智能制造、"人工 智能+制造"等工作有机结合，要横向统筹推进政策、设施、技术、应用、生态发展体系，纵向系统布 局网络、标识、平台、数据、安全功能体系。 此外，针对工业设备联网率不高、高质量数据价值释放不够充分等问题，会议指出要坚持问题导向，实 施工业互联网与重点产业链"链网协同"行动，打造一批适配的工业互联 ...

Core Insights - Earnings estimates for Qualcomm Incorporated (QCOM) for fiscal 2026 and fiscal 2027 have increased by 2% to $12.14 and 3% to $12.65, respectively, indicating positive investor sentiment [1][6]. Financial Performance - Current earnings estimates for Q1 and Q2 are $3.36 and $2.95, respectively, with fiscal year estimates for FY26 and FY27 at $12.14 and $12.65 [2]. - The earnings estimate revisions over the past 60 days show an increase of 3.70% for Q1, 1.37% for Q2, 2.02% for FY26, and 3.01% for FY27 [2]. Business Segments - Qualcomm is benefiting from its Snapdragon portfolio, which is driving growth in the mobile space, particularly with 5G technology [4][5]. - The company is expanding into AI capabilities with the launch of the Snapdragon X chip for mid-range AI desktops and laptops, aiming to diversify its revenue streams beyond the smartphone market [4]. - Automotive revenues reached a record high of $1.05 billion in Q4 FY25, reflecting a 17% increase, driven by new vehicle launches and the growth of connected vehicles [6][5]. Market Position and Challenges - Qualcomm's shares rose 9% over the past year, underperforming compared to the industry growth of 71.2% and peers like Broadcom, which surged 122.6% [8]. - The ongoing U.S.-China trade tensions are impacting Qualcomm's growth potential, as the company faces challenges in maintaining operations in China and increased competition from domestic chipmakers [9][10]. - High operating expenses and R&D costs have led to declining margins, with expectations of continued softness in the handset market affecting profitability [11][16]. Strategic Outlook - Qualcomm's focus on quality and operational execution, along with continuous portfolio enhancements, is expected to drive value for customers [15]. - Despite robust automotive and Snapdragon traction, the company faces stiff competition and market pressures that may hinder bottom-line growth [16].

会议要求，要坚持系统观念，积极谋划新阶段工作目标和重点任务，将工业互联网与制造业数字化转 型、智能制造、"人工智能+制造"等工作有机结合，加强部际、部内协同。要坚持守正创新，横向统筹 推进政策、设施、技术、应用、生态发展体系，纵向系统布局网络、标识、平台、数据、安全功能体 系。要坚持问题导向，解决工业设备联网率不高、高质量数据价值释放不够充分等问题，实施工业互联 网与重点产业链"链网协同"行动，打造一批适配的工业互联网解决方案。要坚持底线思维，构建工业互 联网安全保障体系，加快突破关键核心技术，推动实现关键信息基础设施自主可控。 人民财讯12月4日电，12月4日，工业和信息化部党组开展理论学习中心组学习。会议强调，要准确把握 深入推进工业互联网创新发展工作的内在规律。体系化是独特优势，要将体制机制、市场规模、基础设 施、技术产品等方面优势发挥好、利用好。时代化是内在动力，要在自动化、信息化发展基础上，推动 工业互联网与人工智能、5G、大数据、云计算等技术互促发展。融合化是根本要求，要加快工业互联 网创新发展，推动信息化和工业化、实体经济和数字经济、科技创新和产业创新、先进制造业和现代服 务业深度融合。 ...

格隆汇12月4日丨瑞德智能(301135.SZ)在投资者互动平台表示，公司暂未布局5G领域。 ...

据日经亚洲、共同社等日媒消息，当地时间12月2日，日本电子元件大厂京瓷透露称，公司已决定放弃 开发5G无线基站，原因是该行业竞争激烈且难以实现盈利。 目前，5G基站业务的全球市场份额有超过70%被中国华为、瑞典爱立信和芬兰诺基亚三家公司占据， 而日本企业的市场份额不足2%。出于其所谓"经济安全"的考虑，日本国内一直有呼声希望增加5G基站 的国产化比例，京瓷也被日本业界寄予厚望。 日经亚洲评价称，此次京瓷放弃开发5G基站，打击了日本在本土生产关键移动通信基础设施的希望。 据悉，京瓷于2023年启动了基站开发工作，并在今年2月宣布目标2027年实现商业化。当时，该企业还 计划开发基于人工智能的5G虚拟化基站。根据其构想，在搭载了NVIDIA数据中心级模块"GH200 Grace Hopper Superchip"的数据中心通用服务器上，部署基站功能，通过AI对整个无线接入网络（RAN）进行 控制。 然而，去年以来，由于经营业绩低迷，京瓷正在推进结构性改革，未来计划把资源集中在电子元件等更 具盈利能力的领域。因此，5G基站业务由于开发支出过高，成为了被重新审视调整的对象。随着开发 支出大幅膨胀，京瓷最终判定该业务无 ...

Group 1 - The core viewpoint of the news is that Yinxin Technology's stock has experienced fluctuations, with a current price of 9.23 CNY per share and a market capitalization of 4.373 billion CNY, while the company has shown significant revenue and profit growth year-to-date [1][2]. Group 2 - As of September 30, Yinxin Technology had 34,600 shareholders, an increase of 1.87% from the previous period, with an average of 13,204 circulating shares per shareholder, a decrease of 0.97% [2]. - For the period from January to September 2025, Yinxin Technology achieved operating revenue of 1.653 billion CNY, representing a year-on-year growth of 16.75%, and a net profit attributable to shareholders of 84.714 million CNY, which is an increase of 116.39% year-on-year [2]. Group 3 - Since its A-share listing, Yinxin Technology has distributed a total of 177 million CNY in dividends, with no dividends paid in the last three years [3].