金融界5月27日消息，上证指数低开震荡，中证华夏经济蓝筹股票指数 (经济蓝筹，931133)下跌0.47%， 报7831.0点，成交额1520.25亿元。 数据统计显示，中证华夏经济蓝筹股票指数近一个月上涨0.22%，近三个月下跌4.00%，年至今下跌 2.76%。 从指数持仓来看，中证华夏经济蓝筹股票指数十大权重分别为：中国电信（2.47%）、牧原股份 （2.29%）、中国建筑（2.25%）、温氏股份（2.08%）、招商银行（1.98%）、中国中免（1.97%）、神 州数码（1.82%）、海大集团（1.73%）、中国中铁（1.67%）、中远海控（1.45%）。 从中证华夏经济蓝筹股票指数持仓的市场板块来看，上海证券交易所占比60.25%、深圳证券交易所占 比39.75%。 从中证华夏经济蓝筹股票指数持仓样本的行业来看，工业占比19.37%、可选消费占比16.54%、信息技 术占比12.02%、主要消费占比10.55%、原材料占比9.61%、通信服务占比9.16%、金融占比8.50%、房地 产占比4.61%、医药卫生占比4.01%、公用事业占比3.00%、能源占比2.63%。 资料显示，指数样本每半年调整一次 ...

Core Viewpoint - The article highlights the rapid response and efforts of China Mobile Guangxi Guilin Branch in restoring communication services following a flash flood disaster in Longsheng County, Guangxi, ensuring effective support for rescue operations [1][3][5]. Group 1: Emergency Response - China Mobile Guangxi Guilin Branch activated its flood emergency response mechanism immediately after the disaster, focusing on restoring damaged communication facilities to support rescue efforts [1][3]. - The company deployed a team of network technicians and emergency communication vehicles to the disaster area, emphasizing the principle of "communication first, guarantee second" [3][5]. Group 2: Communication Restoration Efforts - Technicians faced challenging conditions, including rocky roads and mudslides, but remained committed to restoring communication signals, which are critical for rescue operations [5][8]. - A satellite communication backpack was utilized to establish a communication channel in the disaster-stricken area, overcoming significant obstacles such as steep terrain and poor satellite signal reception [5][9]. Group 3: Resource Mobilization - A total of 117 personnel, 15 emergency vehicles, 20 oil machines, and various communication equipment were mobilized by China Mobile to support the rescue operations [9]. - The company successfully repaired 3 kilometers of optical fiber and established emergency communication lines, including a video link to the regional command center, enhancing coordination during the rescue efforts [9]. Group 4: Commitment to Service - The actions of China Mobile personnel exemplified their commitment to public service, with a focus on ensuring continuous communication during the disaster response [9]. - The article emphasizes the company's mission of "People's Postal and Telecommunications for the People," showcasing their dedication to providing essential communication services in times of crisis [9].

智通财经5月26日电，越南政府副总理阮志勇5月26日会见韩国电信总裁金永燮。韩国电信方面表示，正 考虑在越南设立技术开发和人工智能数据中心，为东南亚市场提供解决方案和人工智能培训。 韩国电信拟在越南设立人工智能数据中心 ...

Core Insights - The article discusses a coordination meeting held by the Henan Air Traffic Control Bureau with major telecom operators to ensure communication network safety during the upcoming rainy season [1][2] - The meeting focused on emergency communication support, risk identification, and collaborative response to extreme weather conditions [1][2] Group 1: Meeting Objectives - The meeting aimed to develop targeted measures for ensuring safe air traffic control operations during the rainy season [1] - Key topics included emergency communication support, risk assessment, and collaborative actions among telecom operators [1] Group 2: Responses from Telecom Operators - The three major telecom operators confirmed the establishment of comprehensive emergency flood prevention mechanisms and will implement measures based on meteorological warnings [2] - Operators addressed identified facility hazards, stating that local fiber optic cables are well-protected, and they will promptly address any issues with overhead cables [2] Group 3: Action Plans and Outcomes - A detailed inspection and rectification plan was developed to ensure timely identification and resolution of potential communication hazards during the rainy season [2] - The meeting resulted in a clearer division of responsibilities and improved collaborative mechanisms among the Henan Air Traffic Control Bureau and telecom operators, enhancing emergency response capabilities [2]

Core Viewpoint - The A50 Index and its ETF are showing positive performance, with significant inflows into blue-chip stocks, particularly in the banking sector, amidst rising geopolitical tensions and a shift towards safer investments [1][2][3]. Group 1: A50 Index and ETF Performance - As of May 22, 2025, the A50 Index rose by 0.08%, with notable increases in stocks such as Fuyao Glass (up 2.75%) and China CNR (up 1.79%) [1]. - The A50 Index ETF has seen a 3.37% increase over the past two weeks, with a current price of 1.17 yuan [1]. - The ETF recorded a turnover rate of 2.59% and a transaction volume of 1.88 billion yuan, leading its category in average daily trading volume over the past year at 2.99 billion yuan [2]. Group 2: Sector Performance and Investment Trends - The banking sector is leading the market with over 1% gains, as 42 banks experienced price increases, driven by their stability and attractiveness for asset allocation [2]. - Major blue-chip stocks include China Ping An, China Life, Kweichow Moutai, and Gree Electric, which are recognized for their strong market positions and cash flow stability [3]. - The A-share market is expected to experience index fluctuations and sector rotation in the short term, while core assets are gaining appeal due to improving company quality and relatively low valuation levels [3]. Group 3: A50 Index Composition - As of April 30, 2025, the top ten weighted stocks in the A50 Index account for 54.39% of the index, with Kweichow Moutai holding the highest weight at 10.37% [4][6]. - Other significant constituents include CATL, China Ping An, and China Merchants Bank, reflecting a diverse representation of leading companies across various sectors [4][6].

Core Viewpoint - China Mobile has signed a cooperation agreement with the University of Hong Kong to establish a joint innovation center, marking its first academic research platform in Hong Kong focused on advanced technology research and development [1] Group 1: Partnership Details - The joint innovation center will focus on collaborative research and development in cutting-edge technology fields such as artificial intelligence, Web3, and 6G [1] - The partnership aims to achieve breakthroughs in technology research, joint R&D, results transformation, and high-end talent cultivation [1]

Group 1 - AT&T agrees to acquire Lumen Technologies' consumer fiber business for $5.75 billion to expand its broadband services in major cities like Denver and Las Vegas [1] - The transaction is subject to regulatory approval and is expected to be completed in the first half of next year [1] - Following the announcement, Lumen's stock initially rose by 25% to $4.77, later stabilizing at an 11% increase [1] Group 2 - The acquisition aligns with AT&T's long-term goal of increasing fiber access to 60 million locations by 2030, doubling its current availability [1] - Lumen has 1 million fiber users across over 4 million locations in 11 states, but its consumer fiber business does not align with its focus on enterprise services [1] - AT&T plans to create a new subsidiary to hold the acquired assets and intends to sell a portion of the subsidiary's ownership to an equity partner within 6 to 12 months post-transaction [1] Group 3 - AT&T's structure for the acquisition is designed to support the expansion of AT&T Fiber beyond its traditional fixed-line business [2] - The company reaffirmed its financial guidance for 2025 following the announcement [2] - The telecommunications sector is experiencing significant activity, with recent transactions including the FCC's approval of Frontier Communications' sale to Verizon and Charter Communications' merger with Cox Communications [2]

随着新一轮科技革命与产业变革的深入推进，人工智能已从赋能千行百业提质增效的辅助工具，跃升为全面使能经济社会转型 发展的核心能力，智算中心作为新型信息基础设施，是"AI+"战略转型与数字经济发展的重要底座。中国移动（600941）作为中 央企业，认真履行"三大责任"，积极发挥"三个作用"，依托战新百大工程，将国家算力基础设施高质量发展行动计划与AI+行动 要求做深做实。 2024年，中国移动勇担智算中心建设的"开拓者"、AI+战略转型的第一批"践行者"、行业智算技术方案的"引领者"，秉持"公共 普惠、创新领先、绿色低碳、自主可控"的原则，启动了超大规模国产化智算中心项目建设。在项目推进过程中，中国移动 以"科技攻关、产业带动、价值贡献"为指引，聚焦工程建设与技术创新双轨道同步发力，为全球AI产业发展注入了新活力。 强化技术创新引领，突破智算关键瓶颈 在构建超万卡智算集群方面，中国移动主导提出"机间互联"GSE全调度以太网技术和标准体系，对标国际主流的IB和UEC方 案，解决超大规模智算集群服务器之间高效组网的难题；主导提出"卡间互联"OISA全向智感互联技术及标准体系，建立OISA协 同创新平台，有效提升国产G ...

Core Viewpoint - The launch of 5G-A marks an enhancement over 5G, providing improved network capabilities and catering to both individual and industrial user needs [1][4]. Group 1: 5G-A Commercial Launch - China Telecom officially announced the commercial launch of 5G-A on May 17, offering various packages priced at 199, 299, and 399 yuan [2]. - China Mobile introduced its "Three Major Feedback Plans" on May 15, targeting 5G-A users with packages ranging from 199 to 999 yuan per month, aiming to acquire 50 million 5G-A users this year [2]. - China Unicom's 5G-A packages include multiple tiers, such as youth, business, and cloud acceleration versions, with prices starting at 21.9 yuan for 10GB [2]. Group 2: Technological Advancements - 5G-A integrates new technologies like 3CC carrier aggregation and low-latency reliable networks, enabling advancements in various sectors such as low-altitude economy, smart cities, and industrial internet [1][4]. - The transition from 5G to 5G-A is a necessary step towards 6G, with significant improvements in capacity, speed, latency, positioning, and reliability [1]. Group 3: Market Impact - The introduction of 5G-A is expected to drive double-digit growth in DOU (average monthly data usage per household) and ARPU (average revenue per user) for telecom operators [3]. - Operators are shifting their focus from resource-oriented to application-oriented network operations, creating diverse packages tailored to specific user needs [4]. Group 4: Infrastructure Development - By 2024, over 100,000 5G-A base stations are projected to be deployed, with significant investments planned by major operators [5][6]. - China Mobile plans to invest 9.8 billion yuan in 2025 for 5G-A, aiming for extensive coverage in key urban areas [6][7]. Group 5: Investment Recommendations - In the current macroeconomic environment, telecom operators are recommended for investment due to their strong profitability and high dividends, with the acceleration of 5G-A commercialization expected to enhance operational efficiency [8].

今年3月，500亿元鸿鹄基金完成投资落地，实现了风险低于基准、收益高于基准的良好业绩表现。Wind数据显示，截 至2025年一季度末，鸿鹄基金重仓持有中国电信、伊利股份、陕西煤业，合计持股数量超10亿股，合计持股市值超百 亿元。 在今年二期试点开启后，中国人寿再度入选试点名单，并于3月再度获得国家金融监督管理总局批准出资100亿元认购 鸿鹄二期资金，计划近期投资入市，主要聚焦大市值、流动性好和较高市场影响力的优质上市公司，通过长期持有此 类资产，进一步发挥长期资本、耐心资本作用。 保险资金长期投资改革试点迎来新进展，鸿鹄基金三期获批。 近期，由中国人寿方面获悉，国家金融监督管理总局近日批复同意中国人寿资产管理有限公司（以下简称"国寿资 产"）参与第三批保险资金长期投资改革试点。 公开信息显示，鸿鹄基金设立于2023年。当年10月，金融监管总局批复中国人寿和新华保险两家保险公司试点发起设 立鸿鹄基金，规模为500亿元，两家公司各自出资250亿元。这也是保险资金长期投资改革试点开启后，首家获批成立 的险资系私募证券投资基金。 作为中长期资金的典型代表，险资迎来更多机遇。从行业影响看，国寿资产认为，保险行业资产端将 ...