盘面上，权重科技股多数上涨，美团涨3%，腾讯控股、快手、百度、网易涨超1%，阿里巴巴、小米、 京东飘红；核电股大涨，中广核矿业涨超28%；创新药板块强势上涨，信达生物涨超14%；中资券商股 活跃，中泰期货涨6%；烟草股、生物医药股、稀土概念股、军工股、煤炭股纷纷上涨。 另一方面，水务股下挫，中国水业集团跌超15%；电信股下跌，中国联通跌超2%；化妆品股、家电 股、燃气股、保险股低迷。 个股方面，消费品F4蜜雪集团、泡泡玛特、老铺黄金齐创新高。 具体来看： 权重科技股多数上涨，美团涨3%，腾讯控股、快手、百度、网易涨超1%，阿里巴巴、小米、京东微 涨。 | 代码 | 名称 | | 最新价 | 涨跌额 | 胀跌幅 V | | --- | --- | --- | --- | --- | --- | | 03690 | 美团-W | (0) | 140.700 | +4.100 | 3.00% | | 00700 | 腾讯控股 | | 512.000 | +7.000 | 1.39% | | 01024 | 快手-W | | 51.900 | +0.700 | 1.37% | | 09888 | 百度集团-SW | ...

Core Viewpoint - The traditional telegram service in China is experiencing a resurgence in interest, particularly after the closure of services in Hangzhou, with a notable increase in telegram sending at the Beijing Xidan Unicom office, highlighting a nostalgic connection to this form of communication [2][4][15]. Group 1: Current Trends in Telegram Usage - The telegram service at Beijing's Xidan Unicom office has seen a significant increase in daily telegrams sent, with numbers rising from an average of 10 to 80-100 telegrams per day following the closure in Hangzhou [4][15]. - Many customers are first-time users, often motivated by curiosity or a desire to experience the unique emotional connection that telegrams provide [3][4]. - Telegrams are increasingly used for special occasions, such as graduations and weddings, with many messages reflecting personal sentiments and emotional significance [6][12]. Group 2: Historical Context and Evolution - The peak of telegram usage in Beijing occurred in 1978, with an annual total of 23 million telegrams sent, and the highest daily volume reaching over 100,000 telegrams [11][15]. - The decline in telegram usage began in the 1990s with the advent of new communication technologies, such as mobile phones and email, leading to a drastic reduction in telegrams sent, with only about 200 sent in 2010 [15]. - Despite the decline, the remaining telegram services are adapting by incorporating modern elements and targeting younger audiences, aiming to revitalize interest in telegrams as a nostalgic and unique form of communication [15].

杭州移动近期宣布了一项重大网络升级举措，正式推出了万兆套餐服务，该服务首批覆盖了杭州市内的 20个住宅小区及产业园区，并计划逐步扩展至整个杭州市区。这一举措不仅标志着杭州移动在高速网络 接入领域的领先地位，同时也意味着杭州正式迈入家庭与企业网络万兆时代的新纪元。 随着万兆套餐的推出，杭州的移动网络环境将迎来质的飞跃。无论是家庭用户还是企业用户，都将能够 享受到更加快速、稳定、高效的网络服务，从而推动数字化转型的深入发展，为智慧城市的建设贡献力 量。 killer b 44 中国移动 万竞撞人设备 一 杭州移动在推动万兆光网发展方面所取得的成就，离不开产业成熟度的有力支撑，尤其是与华为等领先 网络产品供应商的紧密合作。华为50G PON+万兆FTTR技术的成功应用，实现了从1Gbps到10Gbps的带 宽十倍提升，为各类智能业务提供了近乎本地的优质体验。该解决方案还独具创新地引入了端到端智能 硬切片技术，确保了万兆接入的稳定性和业务体验的高品质。 尤为中国移动凭借此次万兆套餐的推出，成为了杭州地区首个同时为家庭用户和企业用户提供万兆服务 的运营商。这一突破性的进展，无疑为万兆光网技术在各类应用场景中的普及树立了 ...

Core Viewpoint - The arrival of a low interest rate era highlights the importance of dividend assets, particularly in the Hong Kong stock market, where state-owned enterprises play a significant role in dividend distribution [1] Group 1: Dividend Assets in the Market - A-shares are expected to see total dividends exceed 2.4 trillion yuan in 2024, with state-owned enterprises accounting for over 80% of this amount [1] - Hong Kong's central enterprises are positioned as key dividend payers, offering both high yields and valuation advantages [1] - The current trading congestion of Hong Kong dividend assets has decreased, supported by the ongoing pilot programs for long-term capital inflows [1] Group 2: Investment Strategies and Recommendations - The banking sector continues to show mid-to-long-term investment value, with ongoing dividend plans and valuation enhancement initiatives from major banks [1] - High dividend yield and strong asset quality banks are recommended for their absolute return potential and cost-effectiveness in allocation [1] Group 3: Performance of Dividend Indices and ETFs - The leading dividend index in the Hong Kong market is the Hang Seng Hong Kong Stock Connect High Dividend Yield Index, with the corresponding ETF, Bosera (513690), ranking first in both scale and daily trading volume [2] - As of June 4, 2025, the Bosera ETF reached a new high in price and size, totaling 4.043 billion yuan [2] Group 4: Advantages of the Bosera ETF - The Bosera ETF has a leading dividend yield of 8.02%, significantly higher than its peers, making it an attractive option for investors seeking stable income [4] - The top holdings of the ETF focus on energy and financial sectors, with notable performance in recent months, showcasing both cyclical resilience and defensive attributes [5] - The ETF employs strict risk control measures, excluding stocks with significant price declines and ensuring liquidity, thus enhancing the investment experience [7]

【环球网科技报道 记者 张阳】当前，全球电信行业正面临"增量不增收"的发展瓶颈。5G网络建设虽持续推进，但运营商普遍陷入"管道化"困境——网络流 量增长未能转化为相应的收入提升，甚至出现"增量减收"现象。这一问题的根源在于传统网络服务模式的同质化：标准化的连接服务难以满足多样化的市场 需求，高价值业务与普通业务无法在网络资源分配中体现差异。 爱立信全球先进技术亚太区主管Sheng-Ann Yu补充道，"网络差异化服务的体验在拥堵场景下尤为明显。比如，在音乐会等高密度场景中，新加坡电信实现 了网络切片动态调度，VIP用户在人群拥堵时段仍能保持4倍于普通用户的带宽保障。这种'钻石级服务'不仅带来了套餐溢价空间，更创造了打车的场景化商 业闭环——优先保障高价值用户的即时出行需求，间接拉动了合作伙伴的收益分成。此外，随着5G-A技术的发展，低空经济、通感一体等新兴应用也将进 一步丰富差异化服务的内涵。" 在此背景下，"差异化连接"成为行业共识。爱立信中国网络产品方案总经理吴日平认为，差异化连接的核心是通过技术手段识别不同业务的价值，为高优先 级应用提供定制化网络保障，同时实现资源的动态高效调度。例如，在商务会议、远程 ...

Core Viewpoint - China Telecom announced a cash dividend of 0.0927 RMB per share (including tax) for its A-shares, approved during the annual shareholders' meeting on May 21, 2025 [1][2]. Dividend Distribution Details - The total number of shares for the dividend distribution is 91,507,138,699 shares, resulting in a total cash dividend payout [2]. - The key dates for the dividend distribution are as follows: - Record date: June 10, 2025 - Last trading date: June 11, 2025 - Dividend payment date: June 11, 2025 [2][3]. Distribution Implementation - Cash dividends will be distributed through China Securities Depository and Clearing Corporation Limited Shanghai Branch to registered shareholders as of the record date [3]. - Shareholders who have not completed designated transactions will have their dividends held by the clearing company until the transactions are completed [3]. Taxation Policies - For individual shareholders holding unrestricted shares for over one year, dividend income is exempt from personal income tax. For those holding shares for one year or less, tax will be calculated upon transfer of shares [4][5]. - The effective tax burden varies based on the holding period, with a 20% tax for holdings of one month or less, and a 10% tax for holdings between one month and one year [5]. - For Hong Kong investors holding shares via the Shanghai-Hong Kong Stock Connect, a 10% withholding tax applies, resulting in a net dividend of 0.08343 RMB per share [6]. - Qualified Foreign Institutional Investors (QFIIs) will also face a 10% withholding tax on dividends [6]. H Share Dividend Arrangement - The dividend distribution arrangements for H-share shareholders will be detailed in the announcements made on the Hong Kong Stock Exchange [7].

来源：环球网 在"六一"国际儿童节期间，广西移动以科技为笔、爱心为墨，在八桂大地上绘就了一幅温暖画卷。 从"大思政课入校园""AI预见未来"到"书香传递希望"，再到守护特殊群体，四束温暖的光芒照亮了孩子 们的成长之路。 广西移动"六一"送温暖点滴真情暖童心 梁园摄 随着相机快门声响起，AI技术将孩子们的笑脸与梦想职业完美融合。看着屏幕上"变身"宇航员、警察、 消防员的自己，孩子们眼中闪烁着星辰般的光芒。"我长大要当消防员！这张照片让我觉得梦想更近 了！"一名同学大声说到，这一刻科技不再是冰冷的代码，而成为托举梦想的翅膀。 AI让孩子们看见梦想职业的自己 梁园摄 第一束光：劳模精神，大思政课进校园 广西移动精心策划了"AI送课进校园"活动，紧密结合AI人工智能、劳模工匠精神和大思政课，将一场场 别具一格的科技盛宴带入了小学校园，让孩子们初步了解人工智能的知识，并用系列精彩的科技启蒙课 程，献上一份珍贵的儿童节礼物。 5月28日，在南宁市滨湖路小学和桃源路小学，自治区劳模、南宁工匠何新际走进课堂，以"神奇的手机 通信之旅"为主题，为孩子们打开了一扇科技之窗。活动通过沉浸式场景还原，生动地演绎了手机信号 从基站到终 ...

｜2025年6月3日星期二｜ NO.1天风证券：市场交易情绪依然处于阶段性低位 天风证券（601162）研报表示，5月交易类指标环比持续下滑，表明市场交易情绪依然处于阶段性低 位，同时资产联动指标、市场配置指标指向市场向上的潜在空间依然较大，另外在投资者行为方面，回 购规模环比持续大幅上升，产业资本净减持幅度则大幅走阔，资金主体指标整体出现小幅回落迹象。 NO.2中金：综合内外部因素，市场或维持震荡格局 中金公司（601995）研报称，综合内外部因素，市场或维持震荡格局。风格层面，得益于流动性充裕与 科技叙事催化，中小盘成长股表现相对占优；利率下行背景下高股息资产吸引力相对提升但配置仍偏结 构性。配置层面：1.持续关注并购重组、破净修复等政策支持领域。2.景气回升并且受关税影响不大的 领域，例如AI产业链中的云计算、算力等基础设施环节，再到机器人、智能驾驶等应用环节，我们认 为仍是重要主线。此外，部分对美敞口不高的出口链，如工程机械、电网设备、商用车等也值得关注。 3.现金流优质、与外需关联度不高的红利板块，例如水电、电信运营商、食品饮料、银行等行业的龙头 公司。 NO.3中信建投：啤酒销量反弹，关注旺季改善 ...

备案信息显示，该项目计划开工时间为2024年9月。此前一度显示"审核不通过"，据知情人士对量子大 观透露，原因主要是申报流程出了点问题，后进行了重新申请。 查询陕西政务服务网可知，全国首个"量子算力城域专网"项目，已在2025年5月19日批复，审批部门为 西安市发展和改革委员会。 本项目由西安市数据局牵头，联合陕西电信共同建设量子算力城域专网，发挥陕西电信在基础网络建设 和量子加密技术方面的优势，计划投入建设"两网三平台一中心"，涉及量子算力城域专网、量子城域网 试验段、算力资源池、算力调度平台、AI赋能平台、数据要素平台及安全运营中心新型基础设施，构 建"连接+算力+能力+数据+安全"的新型信息服务体系，在更大范围内汇聚产业生态，激发西安市数字 产业的整体。项目总投资2.3亿元。 资料显示，2024年9月，陕西电信在西安举办了以"量子安全算力专网，开启算力自由时代"为主题的全 国首个城域量子安全算力专网发布会。 陕西电信表示，通过"量子+专网"的建设模式，确保了数据在传输过程中的安全性，避免了潜在的数据 安全风险。下一步，陕西电信将继续发挥中国电信（601728）在基础网络建设和量子加密技术方面的显 著优势 ...

Group 1: Vodafone and Three Merger - The merger between Vodafone and CK Hutchison's Three UK has been completed, creating the largest mobile operator in the UK named VodafoneThree [2][3] - Vodafone holds a 51% stake in the merged entity, while CK Hutchison retains a 49% stake [6] - The companies have committed to invest £11 billion over the next decade to develop a state-of-the-art 5G network in Europe, with £1.3 billion allocated for network construction in the first year [6] - The merger is expected to generate £700 million in cost and capital expenditure synergies annually by the fifth year and contribute positively to Vodafone's cash flow starting from the fiscal year 2029 [6] - The merger is seen as a significant move to enhance and expand the UK's mobile network infrastructure [6] Group 2: UK Defense Industry - The UK government plans to invest £1.5 billion to establish six new military factories aimed at producing critical ammunition and explosives [7] - This initiative is part of a broader strategy to revitalize the UK's military industrial base in response to increasing global aggression [7] - The government also intends to purchase 7,000 long-range weapons, including fighter jets capable of carrying nuclear weapons, to strengthen the UK's nuclear deterrent [7] Group 3: UK Business Confidence - Lloyds Bank's Business Barometer indicates a rebound in UK business confidence, with the index rising 11 points to 50% in May, marking a nine-month high [14] - Confidence in the construction sector reached a nine-month high of 56%, while the services sector also saw an increase to a one-year high of 54% [14] - However, retail sector confidence fell by 5 percentage points to 40%, the lowest level since January 2025 [14] - Overall, the optimistic sentiment in the UK economy increased by 12 percentage points to 48% [14]