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中國移動-R

76.750

+0.7500.99%

成交量：4.25萬

成交額：326.00萬

市值：1.66萬億

市盈率：11.89

高：76.850

開：76.050

低：76.050

收：76.000

資料載入中...

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13:34","pubTimestamp":1744781665,"startTime":"0","endTime":"0","summary":"风险信息基建投资不及预期，AI等新技术发展不及预期，5G-A商用化落地需求不及预期，贸易及科技摩擦风险。2025年三大运营商资本开支指引同比下降9.1%至2898亿元，总体投资支出在2024年出现拐点后继续收缩。1）中国移动2024年5G资本开支同比下降21.6%至690亿元，公司指引2025年算力网络资本开支将同比增长0.5%至373亿元，占整体资本开支比重同比提升2.0ppt至24.7%，5G资本开支则同比下降17.9%至582亿元，占整体资本开支比重同比下滑3.6ppt至38.5%。","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=nesSN2025041613355197397f94&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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國產AI算力生態崛起","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_tw&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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助力轉型","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_tw&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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