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 ...

Group 1 - Cambridge Technology's stock price fell by 3.71% on January 13, closing at 117.40 yuan per share, with a trading volume of 2.949 billion yuan and a turnover rate of 8.95%, resulting in a total market capitalization of 41.401 billion yuan [1] - The stock has experienced a continuous decline over four days, with a cumulative drop of 6.83% during this period [1] - The company, established on March 14, 2006, and listed on November 10, 2017, focuses on the research, production, and sales of ICT terminal products for home, enterprise, and industrial applications based on cooperative models, primarily JDM and ODM [1] Group 2 - According to data, CITIC Prudential Fund holds a significant position in Cambridge Technology, with its CITIC Prudential CSI Smart Home Index (LOF) A (165524) holding 12,200 shares, accounting for 2% of the fund's net value, making it the second-largest holding [2] - The fund has incurred a floating loss of approximately 55,100 yuan today, with a total floating loss of 104,900 yuan during the four-day decline [2] - The CITIC Prudential CSI Smart Home Index (LOF) A (165524) was established on January 1, 2021, with a current scale of 46.877 million yuan, and has achieved a year-to-date return of 8.94%, ranking 1489 out of 5517 in its category [2]

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 ...