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中國移動

81.450

-0.150-0.18%

成交量：1,641.47萬

成交額：13.37億

市值：1.76萬億

市盈率：11.82

高：81.800

開：81.450

低：81.150

收：81.600

資料載入中...

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【中國移動：公司2025年AI直接投資規模和佔比將繼續提升】中國移動(600941.SH)在投資者關係活動上表示，2025年公司資本開支將穩中有降，計劃為1,512億元。2025年算力側資本開支計劃為373億元，佔2025年總體資本開支計劃比例提升至25%，同時根據業務發展需要動態調整算力資源建設的結構。一是持續推進通算資源融合，着力提升存量資源使用效率；二是加快構建新型智算資源佈局，推理方面的投資將大幅提升。2025年預計智算規模新增5 EFLOPS(FP16)、累計超34 EFLOPS（FP16）。近兩年公司AI直接投資規模超120億元，2024年同比增長超十倍，2025年AI直接投資規模和佔比將繼續提升。

中國移動：公司2025年AI直接投資規模和佔比將繼續提升

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股東應佔利潤為306億元 同比增長3.45%","url":"https://stock-news.laohu8.com/highlight/detail?id=2529102327","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2529102327?lang=zh_tw&edition=fundamental","pubTime":"2025-04-22 17:55","pubTimestamp":1745315711,"startTime":"0","endTime":"0","summary":"智通财经APP讯，中国移动 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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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09:56","pubTimestamp":1745027762,"startTime":"0","endTime":"0","summary":"天眼查App显示，中国移动辽宁公司于2025年4月17日发布浑南院区6号楼车库车牌识别系统安装采购项目中标结果。该项目旨在安装车牌识别系统，中标候选人已确定。关键点：1. 中标单位：厦门科拓通讯技术股份有限公司为中选第一候选人，份额100%；杭州立方控股股份有限公司为第二候选人。2. 公示时间：2025年4月17日。3. 异议渠道：对评审结果有异议可通过指定链接提交，仅受理影响采购公平性的问题，不接受业务咨询。该项目标志着中国移动辽宁公司在智能化建设领域的进一步推进。免责声明：本文内容由开放的智能模型自动生成，仅供参考。","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=nesSN2025041909574794daaca3&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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