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华为捏住美国“七寸”,美经济学家大骂:谁让你只想着遏制中国?
Sou Hu Cai Jing· 2025-08-26 04:23
萨克斯多次批评美国的政策愚蠢。2019年,他因公开指责美国在华为问题上的虚伪行为而关闭了自己的推特账号。当时,他指出,美国在华为问题上采用的 霸凌行为,已经让美国的盟友感到不满。2023年,萨克斯在一次访谈中再次表示,美国花费巨资试图围堵中国,最终却只是在自讨苦吃。他强调,中国并不 是威胁,真正的问题是美国的霸权主义。他警告称,亚太地区的军售和导弹部署将引发冲突,核大国的对峙后果将不堪设想。 华为之所以能够捏住美国的"七寸",是因为美国的供应链高度全球化,很多美国承包商的业务都离不开华为的产品。据统计,华为在全球5G基站市场占据 超过三成的份额,美国军方在海外行动时,几乎绕不开华为的设备。2024年第一季度,华为的净利润暴增了564%,达到了196.5亿元,手机业务也重新夺回 了中国市场的第一的位置。这说明,尽管美国实施了制裁,但华为不仅没有被压垮,反而在自力更生的过程中推出了自主研发的麒麟芯片和鸿蒙操作系统。 如今,美国如果想要完全规避华为,不仅成本极高,还会对作战效率造成很大影响。 杰弗里·萨克斯,这位哥伦比亚大学的教授,早在2018年就公开批评美国对华为的打压。他曾发表文章指出,逮捕孟晚舟并非出于国家安 ...
鲍威尔加入鸽派阵营 东风集团股份拟被溢价私有化
Xin Lang Cai Jing· 2025-08-24 23:24
热点聚焦 4.国家发展改革委、市场监管总局、国家网信办联合起草了《互联网平台价格行为规则(征求意见稿)》,向社会公开征求意见,时间为2025年8月23日至9 月22日。《行为规则》旨在规范互联网平台价格行为,保护消费者和经营者合法权益,促进平台经济健康发展。规则涵盖了经营者自主定价等方面。 全球指数 美股方面,截至上周五收盘,道指涨846.24点,涨幅为1.89%,报45631.74点;纳指涨396.22点,涨幅为1.88%,报21496.53点;标普500指数涨96.74点,涨幅 为1.52%,报6466.91点。 大型科技股普涨,特斯拉收涨6.22%,谷歌A涨3.17%,亚马逊涨3.10%,Meta涨2.12%,英伟达涨1.72%,苹果涨1.27%,微软涨0.59%。 热门中概股普涨,纳斯达克中国金龙指数收涨2.73%。名创优品涨逾20%,向上融科涨逾13%,金山云涨逾9%,阿里巴巴、爱奇艺、小鹏汽车涨超4%,京 东、百度、理想汽车涨逾2%。 港股方面:截至上周五收盘,恒生指数涨0.93%,报收25339.14点;科技指数涨2.71%,报收5647.68点;国企指数涨1.17%,报收9079.93点。 从 ...
对话爱立信:解码通信业绿色转型瓶颈,揭秘绿站创新与供应链减碳实践
Xin Lang Cai Jing· 2025-08-19 00:51
新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务,助力上市 公司传播ESG理念,提升ESG可持续发展表现。点击查看【 ESG评级中心服务手册】 文 | 新浪财经李欣然、刘浩(实习) 在全球经济加速向低碳可持续方向转型的背景下,作为数字基建的支撑者,通信业的绿色创新发展显得 尤为重要。一方面,随着5G技术的广泛应用和数据中心规模的不断扩大,通信业的能耗呈现快速增长 态势;另一方面,电信设备的快速更新换代导致电子废弃物数量激增,其回收处理难度大、成本高,对 生态环境构成潜在威胁。面对这些挑战,通信业如何降低运营成本、提升市场竞争力,满足用户对绿色 通信服务的需求?近日,新浪财经对话爱立信中国移动无线产品方案总经理王晟泳与爱立信中国无线产 品方案首席专家方向群等专家,共同深入探讨通信行业绿色转型的发展路径。 以下为对话实录: Q:在国家双碳目标下,您认为通信行业绿色转型的最大瓶颈是什么?是技术局限、成本压力、标准缺 失还是其他因素? A:在国家"双碳"目标的大背景下,通信行业的绿色转型确实面临多重挑战,当前主要瓶颈是技术局 限、和成本压力。其中,成本压力和现有网络架构的优化升级可能是最为 ...
美股前瞻 | 三大股指期货涨跌不一,美国6月CPI今晚揭晓
智通财经网· 2025-07-15 12:30
Market Overview - US stock index futures showed mixed performance with Dow futures down 0.15%, S&P 500 futures up 0.31%, and Nasdaq futures up 0.52% [1] - European indices also experienced slight gains, with Germany's DAX up 0.11%, UK's FTSE 100 up 0.08%, and France's CAC40 up 0.08% [2] Commodity Prices - WTI crude oil decreased by 0.15% to $66.88 per barrel, while Brent crude oil increased by 0.06% to $69.25 per barrel [3] Economic Indicators - Upcoming US June CPI data is expected to show accelerated inflation, influenced by tariffs on consumer goods, which may challenge the Federal Reserve's current stance on interest rates [4] - OPEC maintained its global oil demand growth forecast at 1.29 million barrels per day for 2025 and 1.28 million barrels per day for 2026, with June production increasing by 220,000 barrels per day to 27.235 million barrels [4] Corporate News - Ericsson reported a turnaround in Q2, with adjusted profits of 7.285 billion SEK (approximately $0.7285 billion), driven by a 10% sales increase in North America [7] - Citigroup's Q2 trading revenue reached a five-year high, with fixed income soaring 20% to $4.3 billion and investment banking fees up 13% to over $1 billion [7] - BlackRock achieved a record asset management scale of $12.5 trillion in Q2, with net inflows of $68 billion, including $85 billion into ETFs [8] - JPMorgan's investment banking revenue unexpectedly rose by 7% in Q2, with debt underwriting income up 12% [8] - Wells Fargo's Q2 net interest income was $11.7 billion, slightly below expectations, and the full-year guidance was lowered [9] - AMD plans to resume sales of its MI308 chips to China following US approval [9] - Apple is set to invest $500 million in MP Materials, the only rare earths producer in the US, in response to Trump's strategy [9] Upcoming Events - Key economic data releases include the US June CPI and the New York Fed manufacturing index [10] - Earnings reports are expected from major companies including ASML, Morgan Stanley, Goldman Sachs, Johnson & Johnson, and Bank of America [11]
尽管受到关税冲击,瑞典电信巨头爱立信盈利仍好于预期
news flash· 2025-07-15 05:49
Core Viewpoint - Despite the negative impact of tariffs, Ericsson's second-quarter earnings exceeded expectations due to increased sales in high-profit countries, rising licensing revenues, and cost reductions [1] Group 1: Financial Performance - The net profit attributable to shareholders for the second quarter was 45.7 billion Swedish Krona (approximately 4.752 billion USD), surpassing FactSet analysts' forecast of 33.9 billion Swedish Krona [1] - Overall sales in the main network business declined by 5.3% in the first quarter [1] Group 2: Market Performance - Strong growth was observed in the North American market, while the European market showed slight growth [1] - Sales in the Indian market experienced a significant decline, attributed to low levels of network investment in the region [1] Group 3: Future Outlook - The CEO expressed optimism about continued growth in the Americas and stabilization in Europe [1] - The company noted that future uncertainties may increase, including potential changes in tariffs and broader macroeconomic conditions [1]
钱伯斯“偷偷”去了华为食堂,说了这样一句话
Xin Lang Cai Jing· 2025-06-24 11:26
Core Viewpoint - The article discusses the historical relationship and rivalry between Huawei and Cisco, highlighting key events that shaped their interactions and the competitive landscape in the telecommunications industry. Group 1: Historical Context - The first contact between Huawei and Cisco occurred in 1997, but it was missed due to Cisco's CEO, Chambers, being on a business trip [4][5]. - After the missed meeting, Huawei learned from IBM, which significantly improved its research and development capabilities [7]. Group 2: Competitive Dynamics - In 2002, Huawei showcased its products at a telecom equipment exhibition in Atlanta, offering prices 20% to 50% lower than Cisco's comparable products [9]. - Following this, Chambers visited Huawei's booth, leading to the establishment of a task force at Cisco to counter Huawei's growing presence [14]. Group 3: Legal Battles and Resolutions - Cisco filed a lawsuit against Huawei in 2003, claiming infringement of intellectual property rights, which lasted over a year before both companies reached a settlement [16][14]. Group 4: Evolving Relationship - After the lawsuit settlement, Chambers visited Huawei in 2005, where he expressed admiration for Huawei's competitiveness [19]. - Over the years, both leaders acknowledged each other as worthy opponents, with Chambers inviting Ren Zhengfei to visit the U.S. and Ren humorously declining, citing a preference for Europe [25]. Group 5: Learning from Competitors - In 2020, Ren emphasized the importance of learning from great competitors like Chambers, despite Huawei facing significant challenges from U.S. pressures [27].
刷屏!华为最新发声
天天基金网· 2025-06-19 05:23
Core Viewpoint - The telecommunications industry is entering a stable development phase, facing growth challenges. Huawei's Vice Chairman Xu Zhijun emphasizes the need for operators to identify growth opportunities and paths tailored to their unique environments and competition [1]. Group 1: Growth Opportunities - The demand for high-value users is increasing, particularly among specific user groups such as delivery riders and live streamers. The number of global delivery riders is projected to grow from 30 million in 2020 to 70 million by 2024, and expected to reach 160 million by 2030, representing 5% of the global workforce. Their average monthly usage (MOU) is four times that of regular users, with data consumption twice as high and ARPU 1.6 times greater [2]. - The live streaming industry is also experiencing significant growth, with the number of global streamers increasing from 10 million in 2022 to 50 million by 2024, and projected to reach 130 million by 2030, accounting for 4% of the global workforce. Live streamers consume five times more data than regular users, with an average monthly data usage of 100GB in China, and an ARPU four times higher than that of regular users [2]. Group 2: Emerging Business Scenarios - New business scenarios such as esports, smart glasses, and high-speed rail office environments are emerging, showcasing demands for real-time and on-demand services. Operators that capitalize on these opportunities are demonstrating significant growth advantages [3]. Group 3: Video Consumption Potential - Short videos account for approximately 50% of mobile traffic globally, yet the supply and consumption of high-definition (HD) video remain unresolved. Xu Zhijun suggests that a systematic approach is needed to stimulate HD video consumption, highlighting that 1080P video can increase traffic by five times compared to 360P. If users watch 50 hours of 1080P content monthly, their data consumption could reach 31.5GB, while the average monthly data usage in China is only 18.2GB, indicating substantial potential [5]. - Currently, only 22% of mobile video traffic in major Chinese cities consists of 1080P or higher quality. The limitations are attributed to bandwidth costs for OTT platforms and high power consumption of HD playback devices. Xu recommends that operators rationalize internet bandwidth pricing to encourage OTT providers to increase HD content supply, while device manufacturers should innovate to reduce bandwidth costs and power consumption [5]. Group 4: Smart Connected Vehicles - By 2025, 30% of passenger cars in China are expected to feature 5G connectivity, increasing to 95% by 2030. The industry must seize the growth opportunities presented by smart connected vehicles. Xu identifies high 5G IPR costs and T-Box cost sensitivity as key barriers for automotive manufacturers [7]. - He advocates for the GSMA to help control 5G IPR costs and emphasizes the need for healthy competition among operators to avoid price wars that diminish value. Xu also stresses the importance of independent operation for cabin and vehicle connectivity, with B2C models for cabin connections and B2B models for T-Box connections [7]. Group 5: FTTR Technology - FTTR technology is proving valuable for high-end home users, enhancing ARPU and operator revenue. By 2025, FTTR users in China are projected to reach 75 million, while only about 500,000 users exist outside China, indicating significant growth potential [9]. - There are over 500 million individual businesses globally with urgent demands for high-speed, stable, and low-latency networks. If operators can leverage FTTR to meet these needs, it will open up new growth avenues [9].
刷屏!华为最新发声
Zhong Guo Ji Jin Bao· 2025-06-19 01:48
Core Insights - Huawei's Vice Chairman Xu Zhijun emphasized the need for telecom operators to identify growth opportunities and paths tailored to their unique environments and competitive landscapes [1] Group 1: Growth Paths for Telecom Operators - Xu highlighted four key growth paths for telecom operators to overcome growth bottlenecks in a stable development phase [1] - The focus should be on understanding changes in user demand and capturing growth opportunities through network optimization and service enhancement [1] Group 2: High-Value User Segments - The global delivery rider population is projected to grow from 30 million in 2020 to 70 million by 2024, reaching 160 million by 2030, representing 5% of the global workforce [2] - Delivery riders have an average monthly call time (MOU) four times that of regular users, with data consumption twice as high and an average revenue per user (ARPU) 1.6 times greater [2] - The live streaming industry is also experiencing significant growth, with the number of streamers expected to rise from 10 million in 2022 to 50 million by 2024, and 130 million by 2030 [2] Group 3: Video Consumption Potential - Short videos account for approximately 50% of mobile traffic globally, yet there is a gap in the supply and consumption of high-definition (HD) video [3] - Xu proposed a systematic approach to stimulate HD video consumption, noting that 1080P video can increase traffic consumption fivefold compared to 360P [3] - Current HD video consumption in typical Chinese cities is only 22%, indicating significant potential for growth [3] Group 4: Smart Connected Vehicles - By 2025, 30% of passenger cars sold in China are expected to be equipped with 5G connectivity, increasing to 95% by 2030 [4] - The high costs associated with 5G intellectual property rights (IPR) and T-Box are identified as major barriers to adoption [4][5] Group 5: FTTR Technology for Small Businesses - FTTR (Fiber to the Room) technology is projected to reach 75 million users in China by 2025, while only 500,000 users are expected outside China, indicating substantial growth potential [6] - FTTR can address connectivity issues faced by small businesses and individual entrepreneurs, who have a pressing need for high-speed, stable, and low-latency networks [6]
刷屏!华为最新发声
中国基金报· 2025-06-19 01:37
Core Viewpoint - Huawei's Vice Chairman Xu Zhijun emphasizes the need for telecom operators to identify growth opportunities and paths in a changing environment, proposing four key growth strategies to help operators overcome growth bottlenecks [2]. Group 1: Growth Opportunities - In mature telecom markets, changes are constant, and operators should focus on capturing growth opportunities by understanding end-user demands and optimizing network services [3]. - The global delivery rider population is projected to grow from 30 million in 2020 to 70 million by 2024, and is expected to reach 160 million by 2030, representing 5% of the global workforce. This group has an average monthly call time (MOU) four times that of regular users and consumes twice the data, with an average revenue per user (ARPU) 1.6 times higher [3]. - The live streaming industry is also experiencing significant growth, with the number of streamers expected to rise from 10 million in 2022 to 50 million by 2024, and 130 million by 2030, accounting for 4% of the global workforce. Live streaming users have a monthly data usage five times that of regular users, with an average monthly consumption of 100GB in China [3]. Group 2: New Business Scenarios - Emerging scenarios such as esports, smart glasses, and high-speed rail office setups exhibit demand characteristics that present significant growth opportunities for operators [4]. Group 3: Video Consumption Potential - Short videos account for approximately 50% of global mobile traffic, yet the supply and consumption of high-definition (HD) video remain unresolved. The potential for HD video consumption is substantial, as 1080P video can increase traffic by five times compared to 360P [6]. - Current HD video consumption in typical Chinese cities is only 22% for 1080P and above, indicating a significant gap. To stimulate HD video consumption, operators should adjust internet bandwidth pricing and encourage content providers to increase HD offerings [6]. Group 4: Smart Connected Vehicles - By 2025, 30% of passenger cars in China are expected to feature 5G connectivity, increasing to 95% by 2030. The industry must seize this growth opportunity despite challenges such as high 5G IPR costs and T-Box sensitivity [8]. - Xu suggests that the GSMA should help control 5G IPR costs for vehicles and emphasizes the need for healthy competition among operators to avoid price wars [8]. Group 5: FTTR Technology - FTTR technology is projected to reach 75 million users in China by 2025, while only about 500,000 users are expected outside China, indicating significant growth potential [10]. - FTTR can address the urgent demand for high-speed, stable, and low-latency networks among over 500 million individual businesses globally, creating new growth opportunities for operators [10].
社评:拆掉华为基站让巴拿马更安全了吗
Huan Qiu Shi Bao· 2025-06-15 09:21
Group 1 - The core viewpoint of the articles highlights the U.S. decision to replace Huawei's telecom base stations in Panama with $8 million worth of "trusted American technology," framed as a move to counter China's influence in the region [1][2] - The U.S. aid is criticized as a form of technological bullying under the guise of national security, with historical patterns suggesting that such "help" often leads to negative outcomes for the recipient countries [2][3] - The U.S. is facing challenges domestically with its own plans to remove Huawei equipment due to cost overruns, raising questions about the reliability of the technology it promotes abroad [3] Group 2 - China's 5G technology is presented as an inclusive alternative, promoting high-quality, cost-effective solutions that benefit developing countries, contrasting with the U.S. approach [4][5] - The trade relationship between China and Latin America has significantly expanded, with trade volume increasing from $14.84 billion in 2001 to $518.47 billion in 2024, reflecting a strong welcome for Chinese cooperation [4] - China's investments and collaborations in Latin America are framed as supportive rather than confrontational, aiming to assist in modernization through initiatives like the Belt and Road Initiative [5]