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对话GSMA大中华区总裁斯寒:这波AI手机中,很可能会出现“新iPhone” | 财之道
Xin Lang Cai Jing· 2025-12-23 12:37
Core Viewpoint - The AI smartphone market is expected to reach a trillion-dollar scale, but it is still in the early exploration phase, with various innovative attempts being encouraged [2][20][39]. Group 1: AI Smartphone and Market Potential - The AI smartphone is seen as a novel attempt, with significant excitement surrounding its development, particularly the "Doubao phone" co-developed by ByteDance and ZTE [2][29]. - Chinese consumers are open to new technologies, as evidenced by their enthusiastic adoption of 5G services, suggesting a similar trend for AI smartphones [2][29]. - AI smartphones represent just one application of AI large models, with other potential AI terminals including glasses, toys, robots, and cars, which may also yield successful business models [3][29]. Group 2: AI Large Models in Various Sectors - AI large models are being applied not only in consumer-facing (ToC) scenarios but also in business-facing (ToB) applications, with China leading in the deployment of these models across vertical industries [3][30]. - The GSMA's recent report highlights the advancements made by Chinese operators in applying AI large models, providing valuable insights for global operators [30][32]. Group 3: Challenges in AI Deployment - The deployment of AI large models faces challenges such as high computational requirements and data quality issues, with the existence of "data silos" complicating the creation of high-quality training datasets [5][31][35]. - A deep understanding of industry-specific knowledge and business processes is essential for the successful application of AI large models, which remains a significant hurdle [5][31][36]. - The industry is still in an exploratory phase, grappling with the need to establish multi-party win-win scenarios and commercial closed loops [5][31][36]. Group 4: Role of Chinese Telecom Operators - Chinese telecom operators are recognized as global leaders in AI deployment due to their early investments in AI for network operations, services, and marketing [4][34]. - The comprehensive industrial ecosystem in China, combined with the strategic focus on empowering various industries through 5G, has positioned these operators favorably in the AI landscape [4][34]. - The GSMA report emphasizes the importance of deep industry collaboration and the establishment of standards to facilitate large-scale replication of AI applications [32][33]. Group 5: Future Directions and Innovations - The integration of AI with other technologies such as 5G, big data, and cloud computing is crucial for fostering innovation and breaking down technological silos [5][40]. - The upcoming Mobile World Congress (MWC) Shanghai will feature a Mobile AI exhibition, showcasing diverse AI terminal forms and their potential to drive new business models [40][41]. - The emotional value of AI large models is becoming increasingly significant, as they transition from mere tools to partners in daily life, enhancing user engagement and willingness to pay [41][42].
融资客连续买入,为何多数人依然跑不赢市场?
Sou Hu Cai Jing· 2025-12-23 10:06
最近看到一则数据,挺有意思。据iFinD统计,截至12月22日(周一),沪深两市有97只股票连续5天或以上获得了融资净买入。其 中,淳中科技连续12个交易日获净买入,中国移动、海目星等一批公司也榜上有名。 新闻里列出的这些名字,看起来都是市场关注的热点。融资客作为市场里嗅觉敏锐的一群人,他们的持续买入行为,往往被视为一 种积极的信号。但这里有一个很现实的问题摆在我们面前:当市场上出现各种"利好"或"聪明钱"的动向时,作为普通投资者,我们 真的能跟上节奏、抓住机会吗?或者说,为什么我们常常感觉机会就在眼前,却总是擦肩而过?这篇文章的最后,我会结合这个新 闻,谈谈我的看法。 一、牛市里的"隐形陷阱":为何少赚即是亏? 很多人觉得,行情好的时候,赚钱应该很容易。但事实可能恰恰相反。就拿今年这波行情来说,指数涨了快1000点,涨幅超过 20%,表面上看一片红火。超过4000家个股上涨,涨幅中位数也有16%,似乎人人都能分一杯羹。 但仔细一算账,问题就来了:真正跑赢指数的个股,还不到四成。这意味着什么?意味着大多数人的收益其实并没有跟上市场的步 伐。这就像一个大家都在涨潮的海滩,如果你的船浮起来的速度比别人慢,那么当潮 ...
【班组快讯】积分超市保安全
Xin Lang Cai Jing· 2025-12-22 20:23
本报讯 为有效提升一线职工安全意识,中铁十二局中国联通宁夏中卫云数据中心项目设立安全积分超 市,将安全行为转化为可兑换实物的积分——遵守规程、排查隐患、参与培训等均可得分,违章作业则 相应扣分。工友凭积分可随时兑换各类生活及劳保用品,助力工友从"要我安全"自觉转向"我要安全"。 (廖荣) (来源:工人日报) ...
坚持稳中求进提质增效进一步激发高质量发展动力活力
Xin Lang Cai Jing· 2025-12-22 19:20
来到西宁海关,罗东川认真听取全省外贸运行和智慧海关监管系统建设介绍后指出,要依托青海"一带 一路"重要节点和向西开放前沿优势,持续优化口岸营商环境,深化智慧海关建设,提升通关便利化水 平,助力我省外贸企业拓市场、稳订单、增效益,切实把高原资源能源优势转化为外贸发展新动能,推 动青海外向型经济高质量发展。 张锦刚参加。 在中国铁路青藏集团有限公司,罗东川实地了解全省铁路货物运输、路网调度情况。他强调,要保障群 众平安便捷出行和重点物资运输畅通,助力企业降低物流成本,推动路网枢纽数智化建设走在前,在服 务融入国家重大战略工程上积极作为,凝心聚力谱写好新时代"天路"篇章,为青藏高原生态保护和高质 量发展提供有力支撑。 在中国联通三江源国家大数据基地,罗东川详细了解算电协同、算力产业和数字经济发展情况。他强 调,要着眼发展新质生产力,强化科技创新和产业创新深度融合,积极探索绿电直连算力中心发展模 式,提升算力基础设施建设水平,吸引更多优质企业和项目落地,坚定不移推动绿色化、集约化、智能 化发展,为青海加快打造绿色算电协同发展示范区注入强劲动力。 来到青海泰丰先行锂能科技有限公司,罗东川详细了解企业发展历程、生产运营和 ...
数据如何从“成本”变“资产”,再到“资本”?这份官方权威指南(8.0版)讲透了
3 6 Ke· 2025-12-22 08:17
Core Insights - The article emphasizes the importance of data asset management as a strategic necessity for companies to leverage data as a core asset for growth and innovation in the evolving digital economy [1][18]. Group 1: Data Value Transformation - The 8.0 version of the guide outlines a three-stage transformation of data value: resourceization, assetization, and capitalization, providing a clear path for companies to follow [2][28]. - Resourceization focuses on ensuring data quality, security, and availability, which are prerequisites for value release [2][28]. - Assetization aims to make data's value visible and measurable through activities like registration, valuation, and internal/external circulation [2][28]. - Capitalization allows data to be treated as a stable asset, enabling innovative financing methods such as pledging for loans and securitization [2][28]. Group 2: Practical Implementation Paths - The guide identifies four core paths for companies to realize data value: digitalization of industries, digital management, digital productization, and ecosystem collaboration [4][5]. - It provides tailored strategies for different types of companies, including value operation-focused firms, transaction innovation-driven companies, compliance-driven enterprises, and foundational management-focused organizations [5][6][7]. Group 3: Future Trends - The report anticipates five key trends in data asset management: integration of AI in data management, real-time decision-making through digital twins, establishment of precise value measurement frameworks, expansion of knowledge management, and active participation in data market ecosystems [9][10][11][12][13]. Group 4: Target Audience - The guide is designed for various stakeholders, including CEOs and CDOs for strategic direction, data department heads for optimizing management systems, business managers for understanding data's role in innovation, and finance/legal personnel for compliance challenges [14][15][16][17].
山东移动举办全球通新年音乐会 以高品质文化服务助力品牌价值升级
Xin Lang Cai Jing· 2025-12-22 06:58
Core Insights - The New Year concert organized by Shandong Mobile's Global Communication brand serves as a deepening of customer relationships, transitioning from functional to emotional and cultural connections [1][10][15] - The concert is part of the "Winter Art Journey" series, which has included various artistic performances, enhancing customer experience and engagement [10][11][17] Customer Experience - Many attendees are long-term Global Communication customers, highlighting the brand's commitment to providing memorable experiences beyond traditional communication services [3][5][8] - The concert featured a diverse range of performances, including classical pieces that resonate with the audience's personal histories, enhancing the emotional connection to the brand [6][8][11] Brand Value and Strategy - Shandong Mobile aims to upgrade its service rights system for high-end users, offering exclusive privileges across various dimensions such as travel, health, and entertainment [13][15] - The concert reflects the company's strategy to provide high-quality, culturally enriching experiences, reinforcing customer loyalty and brand value [15][17] Audience Engagement - The event attracted families, fostering a sense of community and shared experience among attendees, which is seen as a unique way to celebrate the New Year [13][15] - Positive feedback from customers indicates a desire for similar events in the future, suggesting a successful engagement strategy [15][17]
日本锦鲤在海外受捧但中国需求存隐忧
日经中文网· 2025-12-21 00:33
日本锦鲤在海外越来越受欢迎。2024年出口额创新高,2025年前9个月同比增长34%。中国是日本锦鲤 出口额排名第2的国家。目前中日对立加剧,锦鲤生产相关人士中出现了担忧声…… 被誉为"会游泳的宝石"的日本锦鲤在海外越来越受欢迎。也有日元贬值的利好因素,2024年日本的锦鲤 出口额创出72亿日元的历史新高。从2025年的数据来看,截至9月底出口额已达到61亿日元,同比增长 34%,全年将逼近100亿日元。作为日本最大的锦鲤产地,新潟县计划最早2026年度涉足南美市场,目 前已开始研发技术以解决长时间运输的课题。 11月上旬,锦鲤发源地日本新潟县小千谷市举办了品评会,现场出现了很多外国爱好者及买家等。锦鲤 的出口旺季是秋季。一位英国买家表示:"1条锦鲤准备最多花500万日元。色彩与花纹的艺术性吸引着 富裕阶层"。荷兰企业集团的买家说:"采购预算没有上限"。 荷兰企业集团的买家们正在挑选锦鲤(11月8日,新潟县小千谷市) 全日本锦鲤振兴会(小千谷市)的副理事长、伊佐养鲤场的社长伊佐光德分析称:"美国拉斯维加斯等 海外城市已开始举办大规模的锦鲤品评会,近一两年价格较高的大型锦鲤的交易越来越多"。但他也充 满担忧地表 ...
钱塘征信获得“可信数据空间”基础能力测评证书
Sou Hu Cai Jing· 2025-12-19 07:46
Group 1 - The 2025 Data Asset Management Conference was held in Beijing, organized by the China Communications Standards Association and hosted by the China Academy of Information and Communications Technology [1] - Qiantang Credit became the first personal credit company to pass the Trusted Data Space Basic Capability Special Inspection Certificate, alongside other notable companies such as China Mobile, China Unicom, and Xiaomi [1][3] - The Trusted Data Space Basic Capability Special Inspection covers thirteen core modules, including service platform management and security management, with over 70 testing items [3] Group 2 - Qiantang Credit's Trusted Data Space is built on principles of security, controllability, and auditability, facilitating efficient data flow across organizations and sectors while releasing data value based on credit business [3][6] - The technical framework of Qiantang Credit includes a Trusted Space Service Platform and Access Connector, forming a closed-loop system for cross-institution data collaboration and compliance auditing [6] - Qiantang Credit is a national personal credit institution approved by the People's Bank of China and has been designated as the authorized operator of public data resources in the credit service sector in Zhejiang Province [6]
美国上周首申人数回落至22.4万人,扭转此前激增趋势
Sou Hu Cai Jing· 2025-12-18 15:41
Group 1 - The overall U.S. labor market remains in a "moderate fluctuation" range despite seasonal disruptions during the holiday period, with initial jobless claims decreasing to 224,000, down from 237,000 the previous week, and below economists' expectations of 225,000 [1] - The four-week moving average of initial claims rose slightly to 217,500, indicating ongoing moderate fluctuations in the labor market [1] - Continuing claims for unemployment benefits increased to 1.897 million, better than the market expectation of 1.93 million, with a four-week average of 1.902 million [4] Group 2 - Recent weeks have seen significant volatility in jobless claims, reflecting challenges in data adjustments around the Thanksgiving holiday, but there are no clear signs of acute employment pressure in any region [7] - A survey conducted by the Richmond Fed and Atlanta Fed, involving 548 CFOs, indicated that tariffs are a major concern affecting hiring plans, as companies are scaling back expansion due to unexpected impacts from comprehensive tariff measures introduced by President Trump [8] - The November unemployment rate rose to 4.6%, the highest level since September 2021, influenced by technical factors related to a prolonged government shutdown that hindered data collection [8] Group 3 - The Federal Reserve recently cut interest rates but signaled a pause in further cuts while awaiting clearer signals regarding the labor market and inflation trends [9] - Concerns were raised by Fed Chair Powell that the actual state of the labor market may be weaker than indicated, with potential downward revisions of recent employment data by up to 60,000 jobs [9] - Notable companies such as UPS, General Motors, Amazon, and Verizon have announced layoffs, which typically take months to reflect in government statistics [9]
我省与中国移动签署战略合作协议
Xin Hua Ri Bao· 2025-12-18 00:55
Group 1 - The core viewpoint of the article is the strategic cooperation agreement signed between Jiangsu Province and China Mobile, focusing on enhancing digital infrastructure and technological innovation to support high-quality development in Jiangsu [1][2] - Jiangsu Province aims to build a modern industrial system centered on advanced manufacturing, emphasizing the importance of digital technology in achieving this goal [1] - China Mobile has increased its industrial layout and innovation collaboration in Jiangsu, achieving significant results and expressing commitment to further expand cooperation in technology and industry innovation [1]