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中国移动

81.450

-0.150-0.18%

成交量：1,641.47万

成交额：13.37亿

市值：1.76万亿

市盈率：11.83

高：81.800

开：81.450

低：81.150

收：81.600

数据加载中...

总览公司新闻公告

一大消费电子概念股披露：24年净利润暴增近7倍！ | 盘后公告精选

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中国移动(600941.SH)发布一季度业绩，归母净利润306亿元，同比增长3.5%

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【中国移动：公司2025年AI直接投资规模和占比将继续提升】中国移动(600941.SH)在投资者关系活动上表示，2025年公司资本开支将稳中有降，计划为1,512亿元。2025年算力侧资本开支计划为373亿元，占2025年总体资本开支计划比例提升至25%，同时根据业务发展需要动态调整算力资源建设的结构。一是持续推进通算资源融合，着力提升存量资源使用效率；二是加快构建新型智算资源布局，推理方面的投资将大幅提升。2025年预计智算规模新增5 EFLOPS(FP16)、累计超34 EFLOPS（FP16）。近两年公司AI直接投资规模超120亿元，2024年同比增长超十倍，2025年AI直接投资规模和占比将继续提升。

中国移动：公司2025年AI直接投资规模和占比将继续提升

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17:38","pubTimestamp":1745314680,"startTime":"0","endTime":"0","summary":"经评审投标报价1631863708元。公司全资子公司作为投标联合体成员之一，中标候选《中国移动数据中心B区B01、B02号机房楼EPC总承包项目》，如最终确认中标，预计相关可取得收入会为公司当年及以后年度带来积极影响。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202504221740109740713f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:26","pubTimestamp":1745292360,"startTime":"0","endTime":"0","summary":"中原证券04月22日发布研报称，给予中国移动（600941.SH，最新价：113.15元）买入评级。评级理由主要包括：1）营收稳健增长，盈利能力保持国际一流运营商领先水平；2）成本管控良好，强化提质增效；3）个人市场精细运营，家庭市场价值拓展；4）政企市场加速推广“AI+DICT”服务，新兴市场贡献提升；5）资本开支占收比下降，精准投资增强数智底座；6）新兴业务推动行业转型升级，运营商加快智算中心建设。风险提示：数字化转型业务发展不及预期；分红比例不及预期；行业竞争加剧。AI点评：中国移动近一个月获得4份券商研报关注，买入2家。（文章来源：每日经济新闻）","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042211321197401dee&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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