CHINA MOBILE's capital expenditure slightly decreased, with computing power still being one of the main investment directions, which will drive the popularization of MaaS.

① In 2024, the free cash flow is 151.7 billion yuan; ② CHINA MOBILE launched ultra-large-scale intelligent computing centers in Hohhot and Harbin in 2024, with a layout covering 40 AI models in the Energy, Transportation, Medical, and Education Industries; released the CHINA MOBILE AI intelligent assistant Lingxi Intelligence; ③ By the end of December 2024, the total number of clients for its "AI products" reached 0.19 billion.

cls.cnMar 20 06:41 ET

After a continuous reduction in market trading volume, a short-term directional choice may be faced, waiting for new hotspots to break through.

Yesterday, the market continued a low-volume consolidation structure. From the Index perspective, although it is still in a relatively strong consolidation structure, the narrow fluctuations over the past three days may indicate that the market is facing a new round of directional choices. If it cannot attack with increased volume again, the probability of subsequent corrective consolidation may further increase.

cls.cnMar 19 21:20 ET

The market continues to shrink and fluctuate, and after the acceleration of themes rotation, funds are expected to flow back to the core main lines.

As the premium for new themes decreases, some funds still choose to flow back into the two major core directions of Siasun Robot&Automation and AI.

cls.cnMar 18 21:19 ET

China United Network Communications: Last year's Q4 single-quarter net profit excluding non-recurring items showed a loss. It is expected that this year's investment in computing power will grow by nearly 30% year-on-year | Interpretations

① China United Network Communications released its 2024 annual report, showing that the year-on-year growth rates of revenue and net profit saw little change compared to the previous four years, although in Q4, there was a rare loss in non-deficient net profit for the single quarter. ② China United Network Communications expects its computing power investment to increase by nearly 30% year-on-year this year. ③ China United Network Communications will seize AI opportunities in five areas: AI Infra, datasets, large models, intelligent agents, and AI security, with a focus on building 10 national-level intelligent computing Datacenters.

cls.cnMar 18 10:14 ET

NVIDIA has established a "Quantum Day," sparking heated discussions as the Quantum Technology Industry enters a period of intense catalysis.

NVIDIA will hold its annual technology conference GTC 2025 from March 17 to 21, with the newly established "Quantum Day" event being the highlight. The Shanghai Securities believes that quantum computing has become a core area of technological competition among major countries, and China occupies an important position in the multi-path exploration of quantum computing, with enormous potential for the development of the quantum computing industry.

cls.cnMar 16 19:59 ET

The four departments issued the "AI-generated synthetic content identification method"; the digital watermark Sector may stand at the forefront.

The National Cyberspace Administration and four other departments issued the "AI-generated synthetic content identification measures." Among them, it was proposed to encourage service providers to add implicit identifiers such as digital watermarks to generated synthetic content.

cls.cnMar 16 19:59 ET