银河中证通信设备主题指数发起式A（021988）基金经理为黄栋。 截至发稿，黄栋累计任职时间13年120天，现任基金资产总规模16.31亿元，任职期间最佳基金回报 116.91%， 任职期间最差基金回报-21.5%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，上海剑桥科技股份有限公司位于上海市闵行区陈行公路2388号8幢5楼,香港铜锣湾希慎道33 号利园1期19楼1901室，成立日期2006年3月14日，上市日期2017年11月10日，公司主营业务涉及基于合 作模式(主要为JDM和ODM模式)进行家庭、企业及工业应用类ICT终端领域产品的研发、生产和销售。 主营业务收入构成为：电信宽带55.66%，无线网络与小基站28.82%，高速光模块13.46%，边缘计算与 工业互联产品2.01%，其他(补充)0.06%。 从基金十大重仓股角度 数据显示，银河基金旗下1只基金重仓剑桥科技。银河中证通信设备主题指数发起式A（021988）三季 度持有股数1.52万股，占 ...

1月13日，剑桥科技跌3.71%，截至发稿，报117.40元/股，成交29.49亿元，换手率8.95%，总市值414.01 亿元。剑桥科技股价已经连续4天下跌，区间累计跌幅6.83%。 从基金十大重仓股角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，中信保诚基金旗下1只基金重仓剑桥科技。中信保诚中证智能家居指数(LOF)A（165524）三 季度持有股数1.22万股，占基金净值比例为2%，位居第二大重仓股。根据测算，今日浮亏损失约5.51万 元。连续4天下跌期间浮亏损失10.49万元。 责任编辑：小浪快报 中信保诚中证智能家居指数(LOF)A（165524）成立日期2021年1月1日，最新规模4686.77万。今年以来 收益8.94%，同类排名1489/5517；近一年收益53.14%，同类排名1434/4203；成立以来亏损8.65%。 中信保诚中证智能家居指数(LOF)A（165524）基金经理为黄稚。 资料显示，上海剑桥科技股份有限公司位于上海市闵行 ...

畅通的网络不仅连起亲情，更点亮重建希望。53岁的王明荣搬进新家后，第一时间通过电信宽带与东北 求学的孩子视频，清晰画面让母子俩都放下牵挂。新营村村民王世文感慨，如今网络直达家门口，既能 随时联络亲人，还能线上学技术、找销路。他计划年后平整撂荒地，重拾种药、贩药老本行，通过网络 拓展销售渠道。 工作人员与受灾群众一起贴福字。汤浩 摄 中新网甘肃新闻1月12日电 2026年元旦清晨，兰州市榆中县马坡乡旧庄沟村灾后重建集中安置点暖意融 融。村民王建武的新居里，孙子孙女围着平板电脑与远房亲戚清晰视频拜年，儿子指尖滑动手机便能查 询中药材种植技术。"房子暖，网络更稳，和外界联系全不愁！"这份便捷，源于中国电信兰州分公司为 榆中灾区筑牢的通信保障线，目前6个集中安置点已实现327户通信全覆盖，让受灾群众"搬入即通网"。 随着榆中泥石流灾害抢险救援转入灾后重建阶段，中国电信兰州分公司迅速调整工作重心，从应急抢通 转向常态化保障与基础设施重建，制定"全域覆盖、优质高效、韧性可靠"的总体方案，全力打造抗灾能 力更强、服务质量更优的现代化通信网络，为灾区重建注入数字动能。 集中安置点是群众新家园，通信保障必须同步跟进。兰州电信提 ...

Core Viewpoint - Cambridge Technology's stock has experienced a decline of 8.11% year-to-date, with a notable drop of 10.59% over the last five trading days, despite a 21.34% increase over the past 60 days [2] Group 1: Stock Performance - As of January 8, Cambridge Technology's stock price was 123.48 CNY per share, with a trading volume of 1.746 billion CNY and a turnover rate of 5.07%, resulting in a total market capitalization of 43.545 billion CNY [1] - The stock has seen a net outflow of 204 million CNY from major funds, with large orders buying 431 million CNY (24.68%) and selling 537 million CNY (30.76%) [1] Group 2: Company Overview - Cambridge Technology, established on March 14, 2006, and listed on November 10, 2017, is located in Shanghai and specializes in the R&D, production, and sales of ICT terminal products for home, enterprise, and industrial applications [2] - The company's revenue composition includes: 55.66% from telecom broadband, 28.82% from wireless networks and small base stations, 13.46% from high-speed optical modules, 2.01% from edge computing and industrial interconnection products, and 0.06% from other sources [2] - The company is classified under the communication equipment sector and is associated with concepts such as 5G, overseas expansion, and liquid cooling [2] Group 3: Financial Performance - For the period from January to September 2025, Cambridge Technology reported a revenue of 3.36 billion CNY, reflecting a year-on-year growth of 21.57%, and a net profit attributable to shareholders of 259 million CNY, marking a significant increase of 70.88% [2] - Since its A-share listing, the company has distributed a total of 163 million CNY in dividends, with 115 million CNY distributed over the past three years [3] Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders for Cambridge Technology was 67,000, a decrease of 0.64% from the previous period, with an average of 3,999 circulating shares per shareholder, an increase of 0.64% [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 15.853 million shares, an increase of 4.9918 million shares from the previous period [3]

Core Viewpoint - The ongoing criticism of telecom broadband services highlights issues of bandwidth reduction and consumer rights violations, as companies promote high bandwidth without transparency about actual service capabilities [1][3]. Group 1: Consumer Complaints - Many consumers, like Mr. Zhang from Qingdao, have experienced discrepancies between promised and actual internet speeds, leading to frustration and inadequate responses from service providers [2]. - Mr. Zhou from Nanjing faced similar issues, where the actual speed of his broadband service was significantly lower than advertised, despite the operator's claims of compliance with industry standards [2]. Group 2: Legal Perspective - The Consumer Rights Protection Law guarantees consumers the right to know the true nature of products or services, emphasizing that telecom operators must not mislead consumers with exaggerated claims [3]. - Operators found to engage in fraudulent practices are subject to punitive damages, which can amount to three times the service fee, highlighting the legal implications of misleading advertising [4]. Group 3: Industry Responsibility - The telecom industry, characterized by high infrastructure costs and natural monopoly traits, must uphold social responsibility and ensure transparency in service offerings to protect consumer rights [4]. - Consumers are encouraged to document evidence of service discrepancies and pursue legal action or complaints to regulatory bodies to safeguard their rights [4].

日常生活中，个别用户感知到的网速下降，在技术问题、环境问题、建筑物等多重作用下，并不一定意 味着运营商会主动使宽带"缩水"。然而，对于罗永浩这样的科技行业从业者，硬件问题基本可以排除， 问题更可能出在网络服务端，这就不难解释罗永浩"愤怒"的理由了。 近年来，随着"千兆宽带"的普及，罗永浩痛批电信宽带"缩水"问题再次成为公众关注的焦点。 12月18日，罗永浩在朋友圈公开吐槽上海电信网速问题。罗永浩表示，其搬至上海后开通电信独享千兆 宽带服务，然而自办理以来的半年多时间里，宽带实际速率绝大多数时候仅有不到一百兆。 罗永浩说："每次找来客服，不管是官方的还是非官方的，还是疑似在官方吃里扒外的，都是管用三五 天，然后又回到九十多兆。"罗永浩吐槽"千兆宽带缩水"问题，迅速在网上引发了广泛讨论。让人不禁 思考：运营商在"宽带缩水"问题上是否真的没有动机？ 随着事件在网络上的发酵，许多上海电信用户也纷纷在网上评论区留言，反映自己也遇到了宽带实际速 率远未达标的情况。黑猫投诉平台上，就有上海电信用户反映，签约的100M上行宽带被限制至5M，严 重影响使用。 一位用户反映，在抖音商城中国电信（601728）上海旗舰店下单的20 ...

1.2025年成为中国影史动画电影票房最高一年 3.硅基原子处理器实现11量子比特稳定联通 据最新一期《自然》杂志报道，澳大利亚初创公司SQC研究团队基于硅材料和磷原子构建了一种新型量子处理器，在实验中实现了11个量 子比特的联通，并保持了较高的运行保真度。这是目前规模最大的同类硅基原子量子处理器之一，被认为是量子计算领域的重要进展。 4.公募新发数量创近4年新高，总募集规模与过去两年基本持平 据证券时报，2025年以来，公募基金发行市场的C位悄然易主，曾被视为市场压舱石的债券基金悄然让位，而股票型基金则以十年未见的 强势站上了舞台的中央。与此同时，年内公募基金以新成立1468只基金的数量创下近4年新高，总募集规模与过去两年基本持平。这一量 增价稳的现象标志着市场告别了依靠爆款产品跑马圈地的时代，转向了以权益类基金为主导、创新产品百花齐放的精耕细作的新阶段。 5.据《The Information》报道，OpenAI在人工智能运营方面效率持续提升，其算力利润率于10月达到70%，较去年底的52%显著增长。 6.MiniMax通过港交所聆讯 据网络平台数据，2025年全年动画电影票房突破250亿，成为中国影史动 ...

Group 1 - OpenAI's CEO Sam Altman predicts a future without traditional screen-keyboard devices, suggesting a series of small, pocket-sized AI hardware devices instead [1][3] - The new devices are expected to lack screens and resemble early iPod Shuffle designs, with a clip-on feature for wearing around the neck [1] - Altman believes that the current device forms are inadequate for realizing AI capabilities, as they do not support a shift towards more intelligent, proactive computing systems [3] Group 2 - Uniqlo has faced backlash for allegedly using surveillance to prevent theft, with reports from consumers and employees confirming the practice in some stores [4] - Employees indicated that the decision to use surveillance was influenced by the level of theft experienced at specific locations [4] Group 3 - Lele Tea issued an apology for quality issues with its apple candy products, including complaints about insufficient sugar coating and improper presentation [5][6] - The company has taken immediate action to remove non-compliant products from shelves and enforce corrective measures across its stores [6] Group 4 - MiniMax, a leading AGI company, is set to become the fastest AI company to go public, having established a strong user base and significant revenue growth [20][21] - The company reported over 2.12 million users and 130,000 enterprise clients globally, with a revenue increase of over 170% year-on-year for the first nine months of 2025 [21] Group 5 - Samsung has launched the world's first 2nm mobile chip, Exynos 2600, which will debut in the Galaxy S26 series, featuring significant performance improvements [22] - The chip includes a ten-core CPU with a 39% performance boost, a GPU that doubles graphics performance, and an NPU with a 113% increase in computing power [22]

不得不说，不少传媒是挺会搞热点的。 #罗永浩吐槽后网速快到惶恐 # 12 月 18 日，罗永浩在微信朋友圈发了段话，吐槽自家电信宽带"千兆变百兆"，报修半年没解决。本来只是私 人吐槽，结果被媒体人截图转到公共平台，直接冲上了热搜。 这事很快引来争议：有网友吐槽老罗："批天批地，已经失去本心了，流量使人膨胀，动不动就一哭二闹三上 吊网上搞舆论"。 确实，要是换成普通网友吐槽宽带半年没人管，大概率不会有"第二天就解决"的效率。老罗的"特权"，才是这 事里更值得琢磨的地方。 还有大 V 项立刚教老罗不成被骂"智障"，继而吐槽罗："除了直播，其他事都做不成"。（详情见这篇推文：《 宽带缩水引骂战！罗永浩大骂项立刚"智障"，项："你除了做直播，其他就是做不成，要认命" 》 ） 针对吐槽电信宽带问题后的网友反馈，12 月 21 日，老罗连更两条微博回应。 "我没搞舆论，只是想要正常网速" 针对"失去本心哭闹维权"的吐槽，老罗直接掰扯清楚： 1、没主动搞事 ：吐槽内容只是发了朋友圈，是媒体人截图转发才成了热搜。 2、诉求很简单 ：花了千兆的钱，就得有相应的正常网速。问题不解决就要一直斗争。 3、结果很现实 ：发朋友圈当天就 ...

上海电信表示，用户在日常宽带使用中可能遇到室内不同房间WIFI速率不达标的困扰，造成 这种情况的原因是多种多样的，比如户型结构、室内面积、墙体屏蔽、信号干扰、设备位 置、自购WIFI路由器标准、电脑终端等。遇到这些情况，可以直接拨打10000号，公司将 进行免费、专业的网络检测和维修服务。 日前，知名博主罗永浩在朋友圈吐槽，称自己搬到上海开了电信的独享千兆宽带半年多来， 绝大多数时候只有不到一百兆的网速，每次找来客服，不管是官方的还是非官方的，都是管 用三五天，然后又回到九十多兆。 12月19日晚，上海电信官方客服号中国电信上海客服以"上海电信关心您的上网感知"为题 发布公告，称公司作为申城通信服务核心企业，始终秉持网络强国使命，积极推进千兆普 及、万兆引领，致力于为全市用户提供高速、稳定、智能、安全的网络服务。 中国电信上海公司作为申城通信服务 核心企业,始终秉持网络强国使命,积极 推进千兆普及、万兆引领,致力于为全市 用户提供高速、稳定、智能、安全的网络 服务。 用户在日常宽带使用中可能遇到室内 不同房间WIFI速率不达标的困扰,造成 这种情况的原因是多种多样的,比如户型 结构、室内面积、墙体屏蔽、信号于 ...