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中国5G+工业互联网大会武汉开幕
Zhong Guo Xin Wen Wang· 2025-11-22 05:43
中国5G+工业互联网大会作为中国"5G+工业互联网"领域国家级大会,已在武汉举办六届,成为推进中 国互联网技术创新与产业发展的重要平台。(完) (文章来源:中国新闻网) 据介绍,湖北数字经济发展强劲,规模总量突破3万亿元人民币。湖北已建成国家5G工厂101家,智能 网联汽车、智能制造、智慧港口等竞相出现。日前,全球首个智能体工厂落户湖北,全球首个天地一体 化智能遥感卫星系统和新一代北斗定位芯片等在湖北首发。 开幕式现场,湖北省政府与中国电信、中国移动、中国联通、中国信科、中国铁塔签署合作备忘录。江 西、湖北、湖南的工业和信息化主管部门签署长江中游城市群工业互联网产业区域协同发展合作备忘 录。 数据显示,中国5G基站总数达到470.5万个,建设超过2万张工业5G专网,国家级互联网骨干直联点和 新型互联网交换中心布局进一步完善。"5G+工业互联网"技术产品形成完整谱系,工业级5G网关、路由 器等产品款数占全球40%以上,模组成本较商用初期下降90%。 中新社武汉11月22日电 2025中国5G+工业互联网大会22日在武汉开幕,院士专家、行业翘楚和企业代表 聚焦5G、人工智能、大数据、工业互联网等前沿技术的深度融合 ...
AI算力竞争转向,英伟达业绩亮眼,寒武纪营收大增近24倍
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-22 01:47
作者丨雷晨 编辑丨朱益民 全球AI风向标英伟达的最新业绩,再次在全球资本市场投下了一颗"深水炸弹"。其营收与指引依旧亮 眼,财报发布当日股价一度涨超5%,但却收跌3.15%。美东时间周五,英伟达跌0.97%,该股11月以来 已累计跌近12%。 剧烈波动的背后,是外界对其未来增长可持续性的微妙预期,叠加近期外部环境不稳定不确定因素较 多。 随着美股科技板块承压下行,其冲击波也迅速传导至A股市场。 东方财富数据显示,11月21日,算力概念板块较上一日下跌3.38%,资金净流出141.2亿元,光模块"三 剑客"新易盛、天孚通信、中际旭创分别收跌8.46%、7.34%、5.69%。 此外,AI芯片板块收跌4.33%,净流出16.85亿元,寒武纪跌5.54%。 基金持仓方面,截至今年第三季度末,电子、通信板块(含算力相关标的)超配比例已达历史高位,筹 码结构相对复杂。有分析指出,接近年末,部分机构存在回笼资金需求,导致短期获利盘了结压力加 大。 业内专业人士人认为,市场正对算力板块估值与基本面匹配度重新审视。而从长远来看,当前市场的波 动更像是产业浪潮中的一次理性回调。 全球AI算力竞赛的长期逻辑并未改变,微软、谷歌、 ...
T-Mobile Stock Dips on Oppenheimer Downgrade
Schaeffers Investment Research· 2025-11-21 16:02
Telecommunications stock T-Mobile US Inc (NASDAQ:TMUS) was last seen down 1.5% to trade at $207.38, following a downgrade from Oppenheimer to "perform" from "outperform." The firm cited slowing industry subscriber growth, believing the company will have a hard time beating subscriber and free cash flow estimates.TMUS has had a volatile year on the charts, recently hitting a Nov. 6 one-year low of $199.41 after trading as high as $276.49 in March. The stock's rebound from those lows was met with resistance a ...
Industry split on 6GHz spectrum auctioning
BusinessLine· 2025-11-21 15:11
Seven tech giants have weighed in on India’s 6 GHz spectrum debate, asking authorities to drop the auctioning of the spectrum and opt for a more social-welfare valuation approach.Rather than setting timelines for future auction, Amazon, Apple, Broadcom, Cisco Systems, Meta Platforms, Hewlett Packard Enterprise and Intel Corporation in a joint submission asked the Telecom Authority of India (TRAI) to align the allocation of the upper 6 GHz band with the World Radio Conference 2027 regulations. In the interim ...
COIN Price Target Slashed Amid Bitcoin Woes, PANW & TMUS Downgrades
Youtube· 2025-11-21 15:01
Diane King Hall is joining us. Uh we start with the story about what we've seen in Bitcoin and I was noting the selloff and institutional outflows as folks are nervous about private credit or no rate cut or whatever and u that's taken Coinbase down along with it. It has uh today right now at the moment it's moving in locked up with the uh optimism that we're seeing on Wall Street but it has been under pressure and in fact in the pre-market it was indicating lower but right now we're seeing a little bit of b ...
Nixxy Inc. Announces its AI-powered Sales Acceleration Platform, Leadnova.ai Enters User Acceptance Testing, Targeting Commercial Beta Launch in Q1 2026
Accessnewswire· 2025-11-21 14:00
Core Insights - Nixxy Inc. has announced that its AI-powered sales acceleration platform, Leadnova.ai, has entered User Acceptance Testing (UAT) with a commercial beta launch planned for Q1 2026 [1] - The introduction of Leadnova.ai positions Nixxy to enter the AI data market and unlock future data monetization opportunities [1] - The product roadmap of Nixxy is closely aligned with its AI data infrastructure strategy and robust telecommunications delivery network [1]
The Search For Market Direction
Seeking Alpha· 2025-11-21 12:30
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty ImagesSeeking Alpha News Quiz Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Good morning! Here is the latest in trending:Shrinking wallets? Not this holiday season amid forecasts from the National Retail Federation that point to an ...
Global Markets Waver as Rate Cut Hopes Dim, Tech Giants Shift Focus
Stock Market News· 2025-11-21 02:38
Group 1: Gold Market - Gold prices have declined to $4,061.30 per troy ounce due to diminishing expectations for a U.S. Federal Reserve rate cut in December following stronger-than-expected jobs data and hawkish Fed commentary [2][3][8] - Money markets indicate a lower probability for a 25-basis-point rate cut by the Fed in December, with odds falling to around 36-48.9% [3] Group 2: Asian Stock Markets - The Taiwan Weighted Index (TAIEX) fell by 3.1% to close at 26,570.68, driven by heavy losses in U.S. markets and concerns over stretched valuations in technology stocks [4][8] - China's benchmark Shanghai Composite Index dropped 1.4%, reaching its lowest point in a month amid global market uncertainties [5][8] Group 3: Foxconn's Strategic Shift - Foxconn is nearing its maximum outsourcing capacity for electric vehicle (EV) volumes while significantly ramping up its production of artificial intelligence (AI) servers, currently manufacturing 1,000 AI racks weekly [6][8] - The company has partnered with OpenAI to advance the design and manufacturing of next-generation AI infrastructure hardware, with plans to invest $2 billion to $3 billion annually in AI over the next three to five years [7][8] Group 4: SoftBank's AI Investments - SoftBank Corp. has priced ¥46 billion ($292 million) in bonds, contributing to record bond sales this year as part of its aggressive fundraising for AI investments [9] - Total bond issuances and loans by SoftBank have reached approximately $24 billion this year, earmarked for strategic AI initiatives including a planned $30 billion equity stake in OpenAI [9]
X @Bloomberg
Bloomberg· 2025-11-21 02:10
SoftBank Corp. priced ¥46 billion ($292 million) in bonds on Friday, bringing its already record issuance this year to around ¥400 billion https://t.co/E0QTkpGFsF ...
联通智网科技车辆智能网联研究院院长周光涛:海南自贸港发展智能交通前景广阔
Hai Nan Ri Bao· 2025-11-21 01:08
据了解,周光涛专注于车联网与智慧交通领域的技术研发与创新,是中国联通集团车联网及智慧交 通领域的学术带头人,在海南深度参与自贸港智慧交通建设。 海南日报海口11月20日讯(海南日报全媒体记者 曹马志)"海南自贸港发展智能交通前景广阔,我们 充满期待。"11月20日,从北京赶来海南参加2025第二十届中国智能交通大会的联通智网科技车辆智能 网联研究院院长周光涛化身"代言人",分享海南机遇。 "我们携手联通海南公司,推动在海南实现无人接驳、智慧泊车、远程驾驶等多元应用落地,助力 海南跻身全国首批'车路云一体化'应用示范区域。"周光涛在接受海南日报全媒体记者采访时表示,作 为中国联通在车联网与智慧交通领域的专业子公司,联通智网科技深度融合中国联通"云、大、物、 智、链、安"新一代数字基础设施能力,系统沉淀交通大数据治理、数字孪生建模、AI智能分析、全息 感知融合、车路协同预警等核心能力。 周光涛介绍,当前,该公司已构建形成覆盖车路协同示范应用、数字交通精准管控、网联车辆增值 服务三大业务领域的"车路云一体化"智慧交通产品体系。未来,将紧扣海南自贸港交通发展需求,联通 智网科技将持续深化在琼布局,推动5G、AI与大模 ...