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中国移动-R

76.800

+0.8001.05%

成交量：4.20万

成交额：322.16万

市值：1.66万亿

市盈率：11.90

高：76.800

开：76.050

低：76.050

收：76.000

数据加载中...

总览公司新闻资讯公告

启明星辰2024年年度报告点评：经营业绩短期承压中国移动持续赋能

国元证券股份有...

中国移动辽宁公司2025年车库车牌识别系统采购项目中标结果公示

启明星辰：25年盈利能力有望恢复

华泰证券股份有...

启明星辰：经营质量显著提升紧抓AI及中移动协同机遇

招商证券股份有...

2025电信资本开支：总量承压，关注算力、5G-A等结构性成长机遇

深度捆绑中国移动首年业绩“触礁” 启明星辰上市14年首亏2.26亿

中国网财经

中国移动：重点布局5.5G、推理算力、AI投资，新业务领域开辟新业态

山西证券研究所

从“算力平权”向“智算平权”跃迁国产AI算力生态崛起

中国产业经济信...

中国移动：4月11日融资买入8997.43万元，融资融券余额18.87亿元

彩讯股份：公司扣非归母净利润表现较好三大产品线稳步增长

平安证券股份有...

中国移动：将于2025年5月22日召开2025年股东周年大会

宇树科技创始人回应获蚂蚁集团投资：不实消息

GPLP犀牛财经

中国移动董事长杨杰：建设超大规模“算力工厂” 开展十万卡智算中心前瞻研究

GSMA预计，到2030年移动技术对中国经济的贡献将达2万亿美元

中国新闻网

中国移动董事长：预计未来三年中国智算规模增长超2.5倍

中国新闻网

中国移动：2030 年技术贡献将达 2 万亿 5G 助力转型

2030年中国移动技术贡献将达2万亿美元

中国移动：将建设超大规模的算力工厂，开展十万卡智算中心研究

每日经济新闻

中国移动董事长杨杰：未来3年，我国智算规模预计增长超2.5倍

21世纪经济报道

三大运营商集体发声：提质增效重回报

通信产业网

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10:10","pubTimestamp":1744683054,"startTime":"0","endTime":"0","summary":"中国移动 发布2024年年度报告。2）B+N端：移动云营收破千亿， 车联网 、低空新场景取得突破公司在庞大的基础业务体量下仍保持创新活力，DICT业务收入稳健增长。新兴市场方面，国际业务、数字内容领域仍保持快速增长。3）资本开支整体缩减，结构性侧重5.5G、推理算力、AI领域Capex投资继续下降，但仍聚焦于新领域提前布局。此外，公司加大推理算力投资，根据市场需求不设上限；AI直接投资超120亿，同比超10倍，2025年还将继续提升。","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=nesSN20250415102050a4592a4e&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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国产AI算力生态崛起","url":"https://stock-news.laohu8.com/highlight/detail?id=2527175883","media":"中国产业经济信...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527175883?lang=zh_cn&edition=fundamental","pubTime":"2025-04-15 00:00","pubTimestamp":1744646400,"startTime":"0","endTime":"0","summary":"通用算力成本下降目前来看，中国移动已经实现通用算力泛在部署，拓展国家八大算力枢纽节点覆盖广度和深度，算力服务器规模超100万台。在此期间，通用算力成本快速下降，推动相关应用爆发式增长，“算力平权”已愈发清晰。同时，从“算力平权”向“智算平权”的跃迁趋势也渐趋明朗。各地陆续出台政策，加码智能算力建设。平台自有智算中心的芯片国产化率超过90%，兼容8种国产AI芯片。国产AI芯片生态逐步完善。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025041508164794d570a4&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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22:18","pubTimestamp":1744294704,"startTime":"0","endTime":"0","summary":"报告预测，到2030年，移动技术与数字化转型将为中国经济贡献2万亿美元。5G及其生态系统将全面惠及中国经济千行百业，其中，制造业在2万亿美元的贡献更将高达40%。如今，5G已占据中国移动连接总量的半数以上，成为移动产业对中国GDP万亿级美元贡献的基石。报告显示，2024年，移动科技与服务创造的经济价值达1.2万亿美元，约占中国GDP的6.2%。报告预计，到2030年，移动互联网用户数预计将从2024年的7亿增至12.2亿，普及率由80%提升至84%。","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=nesSN2025041022190394d1eac9&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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22:01","pubTimestamp":1744293707,"startTime":"0","endTime":"0","summary":"2025中国移动云智算大会当日在苏州举行。AI使用成本显著降低，每年下降约九成。到2030年，AI任务在全网流量中的占比将达到64%。算力将呈指数级增长，未来3年中国智能算力规模增长超2.5倍，年均复合增速近40%。推理算力需求将超过训练算力需求，到2028年推理算力规模将超过训练算力规模。未来，AI智能终端、智能网联汽车、智能机器人将成为信息消费“新三样”。目前中国移动正在深化算力多元化布局。","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=nesSN2025041022020594d1e892&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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助力转型","url":"https://stock-news.laohu8.com/highlight/detail?id=2526956188","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2526956188?lang=zh_cn&edition=fundamental","pubTime":"2025-04-10 20:12","pubTimestamp":1744287128,"startTime":"0","endTime":"0","summary":"快讯摘要GSMA 报告预测，2030 年中国移动技术贡献将达 2 万亿美元，5g 等推动行业转型，移动用户及流量增长。快讯正文全球移动通信系统协会今日于北京发布的《中国移动发展 2025》报告表明，至 2030 年，移动技术及数字化转型会为中国带来 2 万亿美元，在 GDP 总量中占比 8.3%。报告显示，在 2024 年，中国移动科技与服务创造的价值已达 1.2 万亿美元，在 GDP 中的比重为 6.2%。","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=nesSN20250410204321a454f26d&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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19:54","pubTimestamp":1744286055,"startTime":"0","endTime":"0","summary":"格隆汇4月10日｜据央视，全球移动通信系统协会今天在北京发布的《中国移动经济发展2025》报告预测，到2030年，移动技术及数字化转型将为中国经济贡献2万亿美元，占GDP总量的8.3%。报告显示，2024年中国移动科技与服务创造的经济价值已达1.2万亿美元，占GDP比重6.2%。预计到2030年，移动互联网用户将增至12.2亿，普及率提升至84%，移动数据流量将实现四倍增长，每个移动连接月均流量接近70GB。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025041019555697343dc6&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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14:41","pubTimestamp":1744267292,"startTime":"0","endTime":"0","summary":"会上，中国移动董事长杨杰提出，中国移动的可调度算力资源已经占全国的六分之一，未来还将在算力网络的基础上进一步强化云智算。具体来看，在打造融合型算网基础设施方面，中国移动计划建设超大规模的“算力工厂”，推动万卡级、千卡级智算中心的倍增扩容。","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=nesSN202504101433379733f53f&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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12:10","pubTimestamp":1744258200,"startTime":"0","endTime":"0","summary":"南方财经4月10日电，2025年中国移动云智算大会上，中国移动通信有限公司党组书记、董事长杨杰表示，AI发展将呈现“两个规模效应”，AI整体能力将实现指数级增长，每年提升约10倍；AI使用成本将显著降低，每年下降约10倍。预计到2030年，AI任务在全网流量中的占比将达到64%。他还提到，算力领域将有“两个新变化”，一是算力总量的指数增长，未来3年，我国智能算力规模增长超2.5倍，年均复合增速近40%；二是算力结构的显著变化，推理算力需求将超过训练算力需求，未来3年，推理算力年复合增速将达到训练算力的近4倍，到2028年，推理算力规模将超过训练算力规模。（21世纪经济报道）","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=nesSN202504101211459733dcfe&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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