与光模块使用光纤作为信号传输介质不同，电口模块采用铜缆（如 Cat5e/Cat6 ）作为传输媒介，实现短距离（通常为 30 至 100 米）电信号的高 速传输。其最常见的物理连接接口为 RJ45 接口，该接口嵌入在模块前端，便于与标准以太网铜缆对接。电口模块本质上集成了 RJ45 连接器与电 气 PHY 功能电路，并通过其背部标准的 SFP 或 SFP+ 金手指插入网络设备的模块槽中，实现模块化、热插拔、灵活扩展的电口连接。由于其外形 与光模块一致，电口模块通常也被称为 SFP 电口模块或 Copper SFP/SFP+ ，支持百兆（ 100Mbps ）、千兆（ 1Gbps ）到万兆（ 10Gbps ）等多种 速率等级（ 部分模块可支持 2.5G/5G BASE-T 等速率 ）。 SFP 可支持 1 Gbps 速率，兼容 1000BASE-T 模块， SFP+ 可支持 10 Gbps 速率，兼容 10GBASE-T 模块。通过电口模块，网络设备制造商可在不更改主板设计的情况下实现电口 / 光口的灵活配置与部署，显著提升了系统的可维护性 与成本效益，是当前光电混合网络架构中不可或缺的重要组件。 电口模块 即光转 ...

金磊 发自 凹非寺 量子位 | 公众号 QbitAI 超大规模MoE模型 （如DeepSeek），到底该怎么 推理 才能做到又快又稳。 现在，这个问题似乎已经有了标准答案—— 华为 一个新项目，直接把推理超大规模MoE背后的架构、技术和代码，统统给 开源了！ 这个新开源项目名叫 Omni-Infer ，整体来看，它对于企业用户来说是非常利好的。 例如它可以给企业提供PD分离部署方案，针对QPM进行系统级优化，还会分享大规模商用过程中硬件使用的"方法论"。 而且对于开发者和开源社区，华为这"一呼"也是起到了"百应"的效果。 北京智源研究院 副院长兼总工程师 林咏华 表示： 北京智源研究院一直以来致力于人工智能开源生态建设，很高兴看到Omni-infer项目开源，智源团队打造的面向多芯片的FlagScale框 架也在第一时间接入了Omni-infer，期待后续有更多生态合作。 | FlagOpen / FlagScale (Public) | | | | | | | A Notifications | Fork 81 | Star 308 | | | --- | --- | --- | --- | --- | - ...

Global Markets Strategy 29 June 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. China Equity Strategy 2H25 outlook: downside risks & upside optionality Equity Macro Research Wendy Liu AC (852) 2800-1087 wendy.m.liu@jpmorgan.com J.P. Morgan Securities (A ...

中金研究 eSIM卡（Embedded SIM）是一种数字化的SIM卡技术，其物理硬件在出厂前就被预先嵌入到了电子产品的硬件中，不可拆卸。 我们认为，eSIM卡具 备小尺寸、低成本、安全性高、便捷性好的优势，能够节省终端设备的空间、为产品设计提供灵活性，有望在消费电子小型化、物联网兴起的趋 势下热度重启。 点击小程序查看报告原文 Abstract 摘要 电信卡向小型化与功能升级双规演进，eSIM迎发展机遇。 从20世纪70年代磁卡起步，历经IC卡至移动时代SIM卡持续迭代，物理尺寸从 85.6mm×54mm信用卡规格缩减至15mm×12mm的Micro SIM，Nano SIM卡的尺寸进一步缩小三分之一；功能则从基础通讯存储升级为支持网络 认证与加密算法的USIM卡。 我们认为，eSIM有望以嵌入式的形态终结物理卡槽，通过OTA技术实现远程配置，顺应设备轻薄化与物联网扩容的趋 势。 eSIM以小尺寸、低成本、高安全性赋能用户体验，运营商配合意愿亟待提升。 SIM卡方案中，设备需要预留卡槽空间；eSIM则直接焊接于设备主板， 在加强设备密封性，提高防水、防尘性能的同时，为电池、摄像头模组等零件预留更多空间，助力 ...

Core Viewpoint - Nokia has signed a EUR 1.5 billion five-year multicurrency revolving credit facility with a pricing mechanism linked to its sustainability targets, replacing a previous EUR 1,412 million agreement from 2019 [1][9]. Group 1: Sustainability Targets - The sustainability targets for the revolving credit facility include the reduction of absolute Scope 1 and 2 greenhouse gas emissions and the reduction of absolute Scope 3 GHG emissions, with annual observation periods impacting pricing adjustments for the following year [2][9]. - Nokia is committed to achieving a Net-Zero target by 2040, which has been validated by the Science Based Targets initiative (SBTi) [4]. Group 2: Financing Strategy - Nokia's financing strategy is closely linked to its sustainability strategy, building on previous initiatives such as the sustainability-linked guarantee facility in 2022 and the sustainable finance framework launched in 2023 [3][9]. - The new revolving credit facility reflects strong support from key banking partners, aligning financing with sustainability priorities [6][7]. Group 3: Operational Approach - Detailed operational approaches to reducing GHG emissions are outlined in Nokia's Net-Zero climate transition plan, which includes commitments and actions for decarbonization [5]. - Nokia published its 2024 Annual Sustainability Statement in March 2025, adhering to the EU Corporate Sustainability Reporting Directive and European Sustainability Reporting Standards [5].

Core Insights - Huawei launched the "Galaxy AI High-Quality 10G Campus Network Solution" and the "Cloud Plan 2025" at the summit, aiming to drive digital transformation across various industries through technological innovation and ecosystem collaboration [2] Technological Breakthroughs - The Galaxy AI Network Solution integrates AI technology into network devices and operations, creating a "smart + quality" dual-driven architecture [3] - The introduction of Wi-Fi sensing technology enables a 30% energy saving in hotel and building scenarios while evolving networks from simple connectivity to environmental awareness [3] - The exclusive Wi-Fi Shield technology establishes a zero-data-leakage protection system, providing proactive security for government and enterprise clients [3] Ecosystem Collaboration - Huawei announced a comprehensive resource investment to support partners, including a joint marketing fund of 300 million, the establishment of over 40 industry model points, and the training of 7,000 certified engineers [4] - The company aims to share 3.6 billion opportunities in the data communication industry, providing intelligent toolchains for project lifecycle management to help partners efficiently tap into the 10 billion campus market [4] Practical Applications - In the smart tourism sector, the Shenzhen Xiaomeisha Resort collaborated with Huawei to create a comprehensive smart tourism model, achieving zero-interruption coverage through differentiated wireless AP deployment [5] - In education, Shenzhen Vocational and Technical University implemented a full-scenario Wi-Fi 7 network, enhancing fault root cause identification efficiency by 80% through AI operations [5] - The healthcare sector saw Shenzhen Traditional Chinese and Western Medicine Hospital extend Wi-Fi 7 to smart wards and remote diagnosis, ensuring seamless mobile ward rounds [5] - In logistics, Today International utilized Huawei's network solutions to automate warehouse network deployment, improving operational efficiency by 50% [5] Strategic Upgrade - Huawei emphasized the need for campus networks to meet new demands for ultra-fast connectivity, proactive security, and intelligent operations in the AI era [6] - The launch of the future campus reference architecture focuses on user experience, security protection, application assurance, and intelligent operations, aiming to reshape network value through technological innovation [7] - Huawei's ongoing technological investments and ecosystem collaboration are designed to inject growth momentum into its commercial market while promoting deep integration of AI technology with the real economy [7]

Core Viewpoint - Huawei emphasizes the importance of high-quality, intelligent network infrastructure as a foundation for AI integration across various industries, highlighting that connectivity alone is insufficient without performance and experience enhancement [1][5][7]. Group 1: Huawei's Innovations - Huawei launched the "Star River AI High-Quality Ten-Gigabit Campus Network Solution" and the "Star Cloud Plan 2025" at the summit, focusing on creating a more experience-oriented network architecture [1][3]. - The Star River AI Campus Network Solution aims to systematically reconstruct the network capabilities, including wireless access, security protection, experience assurance, and intelligent operation and maintenance [3][5]. Group 2: Industry Impact and Applications - AI is rapidly penetrating various sectors such as healthcare, education, manufacturing, and government, with significant reductions in training and inference costs, making AI more accessible [1][5]. - Real-world applications of Huawei's solutions include seamless Wi-Fi coverage and AI scheduling in tourism, zero-wait and zero-risk networks in education, and rapid network fault identification in manufacturing and logistics [6][5]. Group 3: Strategic Initiatives - The Star Cloud Plan 2025 focuses on partner collaboration, resource co-construction, and capability incubation, with Huawei planning to open over 40 model points and provide a joint marketing fund of 3 million yuan [5][6]. - Huawei aims to accelerate the deployment of ten-gigabit networks in government and small to medium-sized business markets by offering 3.6 billion yuan in business opportunities to partners throughout the year [5][6].

Core Insights - AmpliTech Group, Inc. has received a follow-on purchase order exceeding US$1 Million as part of a significant Letter of Intent (LOI) from a Strategic Open RAN Systems Integrator, highlighting its strong position in the ORAN 5G radio solutions market [1][3] - The company is also fulfilling over $10 Million in orders from another major 5G player, with production ramping up effectively since April [2] - The recent follow-on order is part of a larger $78 Million LOI, demonstrating customer confidence in AmpliTech's ability to manage large orders and meet delivery timelines [3] Company Strategy - AmpliTech's strategy focuses on capitalizing on growth opportunities in the expanding ORAN 5G market, supported by partnerships with two major industry players [4] - The company has achieved CE/REACH and FCC certifications, enabling its products for global deployment, thereby establishing itself as a trusted innovator in the global 5G ORAN ecosystem [4] Company Overview - AmpliTech Group, Inc. operates through five divisions and is a leading designer, developer, manufacturer, and distributor of advanced RF microwave components and 5G network solutions [5] - The company serves various global markets, including satellite communications, telecommunications (5G & IoT), space exploration, defense, and quantum computing, emphasizing its commitment to technology and innovation [5]

华为 HDC 开发者大会 2025 亮点梳理 20250622 摘要 HarmonyOS 6 已在超 40 款华为终端搭载，集成约 9,000 个应用和 70 多项系统级创新，全场景互联架构实现毫秒级低延时，加速设备间数据 传输，提升用户体验。 HarmonyOS 6 显著提升 AI 辅助功能，如 AI 辅助构图和风格画。小艺 AI 助手增强自主决策和群体协作能力，通过鸿蒙智能体框架（HMAF） 推动人机交互向 LUI 演进。 盘古大模型 5.5 版本通过多模态融合形成 21 亿 TOKEN 知识库，为开发 者提供 AI 辅助编程工具，已生成 813 万行代码，其中 280 万行被采纳， 加速鸿蒙生态软件开发。 鸿蒙生态注册开发者突破 800 万，工具下载超 110 万次，每月 ADT 服 务调用达 1.7 亿次，开发者提交版本超 27 万次，完成 216 万用户心愿 单，生态建设成果显著。 华为云发布 CodeRun 智能平台，包含多模态生成大模型、训练数据及 具身智能规划与执行大模型，赋能机器人厂商，解决工业柔性组装问题， 精度成功率超 90%。 Q&A 华为 HDC 2025 大会的主要亮点是什么？ 华 ...

陈刚感谢中兴通讯长期以来对广西发展的支持，欢迎中兴通讯积极参与广西人工智能发展。陈刚表 示，人工智能时代，广西不能缺席、不能落后，正深入贯彻落实习近平总书记关于广西工作论述的重要 要求，抢抓国家实施人工智能能力建设普惠计划等重大机遇，协力构建"北上广研发＋广西集成＋东盟 应用"发展路径，加快推进中国—东盟人工智能创新合作中心建设，打造面向东盟的人工智能国际合作 高地，服务构建更为紧密的中国—东盟命运共同体。希望双方进一步加强沟通对接，深挖合作潜力，拓 展合作领域，共同推进人工智能应用、东盟国家大语言模型建设、面向东盟人工智能人才培养等合作事 项落地建设，实现互利共赢、共同发展。 6月20日，自治区党委书记、自治区人大常委会主任陈刚在南宁会见中兴通讯股份有限公司董事长 方榕一行，并共同见证自治区大数据发展局与中兴通讯股份有限公司签署战略合作协议。 自治区领导许永锞、卢新宁、周异决及钟得志，中兴通讯股份有限公司执行副总裁谢峻石，副总裁 陈新宇、韩晶昀、黄如意等参加会见。（罗昌亮） 方榕介绍了中兴通讯产业发展和布局情况。她表示，中兴通讯非常看好广西面向东盟的人工智能发 展，将以签署合作协议为契机，积极参与中国—东盟 ...