丨证券研究报告丨 行业研究丨行业周报丨通信设备Ⅲ [Table_Title] 通信行业周观点：博通芯片增长强劲，云商推理 侧投入加速 报告要点 [Table_Summary] 2025 年第 23 周，通信板块上涨 4.80 %，在长江一级行业中排名 1 位；2025 年年初以来，通 信板块上涨 1.88%，在长江一级行业中排名第 16 位。博通 FY25Q2 AI 芯片收入同比增 46%创 历史新高，推理侧需求持续加码；科技巨头同步加码 AI 基建与应用，持续释放推理侧需求与终 端算力增长潜力。AI 与算力主线景气延续，通信板块景气回升领涨全市，受益于全球 AI 基建 加速与推理侧需求爆发，估值仍低，具备较高配置性价比。 分析师及联系人 [Table_Author] 于海宁 SAC：S0490517110002 SFC：BUX641 请阅读最后评级说明和重要声明 %% %% %% %% 1 通信设备Ⅲ cjzqdt11111 [Table_Title 通信行业周观点：博通芯片增长强劲，云商推理 2] 侧投入加速 [Table_Summary2] 板块行情 2025 年第 23 周，通信板块上涨 4.80 % ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 华为Pura 80预约人数超12万 搭载原生鸿蒙的华为Pura 80系列手机，依旧未发先约。华为商城官网显示，预约该系列手机的人数已 经超过12万人。目前该系列手机仍处于免费预约状态，售价也并未公布，官方信息显示将于6月11日 18:08开始全款预售。此外，华为Pura 80系列及全场景新品发布会将于6月11日举行。 微软开源发布Athena智能体 微软公司发文，宣布Teams应用已整合名为Athena的AI智能体，目的是优化产品开发流程，相关源代码 已开源托管在GitHub平台上，供组织和个人定制使用。微软在Build2025开发者大会上，曾向开发者公 开展示Athena。用户无需切换多个应用，Athena能智能判断下一步工作内容，协助团队成员直接在 Teams内完成任务。 亚马逊配送和物流业务获AI助力 亚马逊表示，正在其Lab126设备部门组建一个新团队，专注打造仓库机器人。亚马逊称，利用AI代 理，这些机器人将能够卸载拖车，然后取回零件 ...

Group 1: Company Listings - Zhou Li Fu Jewelry Co., Ltd. has recently passed the listing hearing on the Hong Kong Stock Exchange, with China International Capital Corporation and CITIC Securities International as joint sponsors [1] - Yisiwei (Hangzhou) Technology Co., Ltd. has had its initial public offering application accepted by the Shanghai Stock Exchange for the Sci-Tech Innovation Board [1] Group 2: Market Trends and Consumer Behavior - The sales of the "Peak Reading Ten Thousand Volumes" high school exam prediction book reached between 25 million to 50 million yuan in April alone, despite reported errors in the content [2] - The price of Labubu blind boxes has seen significant markups, with hidden variants being sold for 20 to 30 times their original price, indicating a strong secondary market demand [3] Group 3: Corporate Actions and Financial Performance - Procter & Gamble announced plans to lay off 7,000 employees globally, representing 15% of its non-production workforce, as part of a restructuring strategy [5] - Walmart was fined over 279,000 yuan for selling non-compliant food products, highlighting regulatory scrutiny in the retail sector [4] Group 4: Economic Indicators and Wealth Distribution - The number of millionaires globally reached 23.4 million in 2024, a 2.6% increase from the previous year, with the U.S. leading in millionaire growth [6] - The Jiangsu province's tourism sector saw a 305% increase in bookings during a local football league event, showcasing the economic impact of sports events on local economies [3] Group 5: Industry Developments - AMD announced the acquisition of open-source software company Brium, aiming to enhance its AI solutions capabilities [8] - NIO clarified that recent rumors regarding its involvement in ride-hailing services were a misunderstanding, indicating a focus on its core automotive business [5]