Group 1 - The core viewpoint of the news is that China Tower Corporation Limited has applied for a patent for a "Computing Network Resource Scheduling System and Method," aimed at improving the efficiency of resource scheduling in cloud and edge computing [1] Group 2 - The patent application, published as CN121333872A, was filed on November 2025 and addresses the management of heterogeneous network resources, including computing resources and network configuration resources [1] - The system consists of three layers: a resource management layer, a computing network awareness layer, and an orchestration scheduling layer, which work together to monitor resource usage and generate scheduling plans based on user demands [1] - The company, established in 2014 and based in Beijing, has a registered capital of approximately 1.76 billion RMB and has made investments in four companies while participating in 5,000 bidding projects [2]

Industry News - The State Council issued opinions on cracking down on illegal tobacco activities, emphasizing strict regulation of e-cigarettes and severe penalties for illegal production, wholesale, transportation, and sales [2][7] - Wu Qing attended a meeting to discuss the capital market's 14th Five-Year Plan, focusing on risk prevention, strong regulation, and promoting high-quality development [6][7] - The Ministry of Commerce responded to the European Commission's investigations into Chinese companies, highlighting the discriminatory nature of these actions and affirming China's commitment to protecting its enterprises [2][7] Company News - GuoDun Quantum's chairman, Lv Pin, unexpectedly passed away [10] - China International Capital Corporation announced a cash dividend of 434 million yuan for the first half of 2025, with the record date set for December 26 [10] - Li Chunhua, a shareholder of Lida Xin, reduced his stake by 1.56% between December 10 and December 17 [10] - Visionox plans to sign an investment cooperation agreement to advance the Hefei 8.6-generation AMOLED production line project, with a capital requirement of 9.443 billion yuan [10] Investment Opportunities - Micron Technology reported a booming demand for High Bandwidth Memory (HBM), with a projected compound annual growth rate (CAGR) of approximately 40%, increasing from about $35 billion in 2025 to around $100 billion by 2028 [20] - The persistent demand for memory in AI computing highlights the critical role of HBM, as the need for memory capacity and bandwidth continues to grow significantly [20]