港股詳情

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5G概念

1,586.505

-3.953-0.25%

漲家數：9

跌家數：3

平家數：3

市盈率：- -

高：1,603.561

開：1,590.924

低：1,579.327

收：1,590.458

成交量：3.60億

成交額：125.45億

市值：4.36萬億

流通市值：3.50萬億

資料載入中...

天風通信團隊：長飛光纖中標中國電信G.654.E光纖招標，「中國星鏈」重啓加速度

8988 萬！中國電信中標大單！

运营商情报

央視曝光中國電信！

中國移動：失守的ARPU與增長的DOU

接連出手！中國移動，繼續增持浦發銀行！

計算機行業週報：「後勁」更強的方向：國產算力與國產軟件共振

車主喜提小米YU 7後發現，竟然是「維修車」？

「1.5元」的雙重挑戰：中國移動如何維繫「基本盤」

小米YU7冬季續航達成率83.6% 超越特斯拉Model Y

小米SU7 Pro一年行駛21萬公里無故障

中关村在线

中國銀河證券：科技發展賦能新質生產力，通信成長性加強

格隆汇资讯

中國電信集團級幹線集採，長飛G.654.E光纖拔得頭籌

六組數據：看三大運營商前三季和全年

通信产业网

小米美股早盤下跌2.2%

环球市场播报

逆勢降價300元！REDMI K90硬抗存儲漲價風暴何時休？

工信部：9月末5G基站達470.5萬個，用户11.67億户

小米神秘穿戴設備入網，支持 UWB 技術

量子技術拐點！谷歌驗證「上限」，中國電信打通「下限」

浦發銀行：中國移動持股比例由17.88%增加至18.18%

中國移動 - 廣東移動將轉換總本金為14.8億元的速度銀行A股可轉債

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00:21","pubTimestamp":1761495666,"startTime":"0","endTime":"0","summary":"核心摘要本周行业动态：长飞光纤中标中国电信干线光缆涉及 G.654.E光纤招标中国电信2025-2026年度一级干线光缆及接头盒集中采购项目01标包干线光缆公示，长飞光纤光缆股份有限公司以最大份额中标。本次干线光缆涉及 G.654.E光纤数量约224万芯公里，这是中国电信首次以框架形式进行干线光缆招标。“中国星链”重启加速度上海垣信正进行新一轮融资，规模锁定50亿至60亿元，投前估值已达400多亿元。","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=nesSN20251027002445a475e9b4&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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赵哲超/5G通信数据显示，2025年前三季度，中国移动的移动ARPU已降至48元，同比去年同期的49.5元减少了1.5元，比2023年51.2元减少了3.2元。ARPU的下滑并非偶然。在中国移动近期的全球合作伙伴大会上，其战略意图已清晰展现。对中国移动乃至整个电信行业而言，ARPU的拐点是一个时代的结束，也是另一个时代的开始。","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=nesSN20251026090126a6ce286c&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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07:25","pubTimestamp":1761434700,"startTime":"0","endTime":"0","summary":"中国移动再出手！　　10月24日晚，浦发银行公告称，该行收到中国移动通信集团广东有限公司的通知，获悉后者将其持有的1483.828万张浦发转债转为该行1.186亿股普通股。　　此番转股后，中国移动持有的浦发银行股权比例由17.88%增加至18.18%，触及1%的整数倍。10月13日、17日、24日，中国移动已连续三次公告，通过可转债转股方式增持浦发银行股权。　　据悉，截至今年6月末，中国移动共持有53.35亿股浦发银行股份，占该行总股本的17.63%，位列第三大股东。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/zqgd/2025-10-26/doc-infvehfx6665081.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["00941","LU1481107354.HKD","LU1497733631.SGD","BK0278","LU1226287529.USD","BK1610","SGXZ49509284.SGD","LU1064131003.USD","BK0187","BK1589","BK1536","600000","LU0164865239.USD","SGXZ81163826.USD","LU1226288170.HKD","BK0183","LU0516423091.SGD","LU1064130708.USD","LU0880133367.SGD","LU1008478684.HKD","LU0039217434.USD","HK0000500386.USD","BK0086","LU1226287875.USD","LU1634259557.SGD","LU1522347837.USD","80883","LU0516422366.SGD","BK1506","LU1808992512.USD","LU0149721374.USD","LU0469268626.HKD","BK0015","BK1152","BK0261","HK0000252160.HKD","LU0164880469.USD","BK0012","LU2148510915.USD","LU1226287792.SGD","CHL","HK0000252152.HKD","SG9999002463.SGD","LU1934453819.USD","LU0516422952.EUR","600941","LU1152091168.USD","LU1979443071.USD","LU1497733557.USD","LU0516423174.USD"],"gpt_icon":1},{"id":"2578637638","title":"計算機行業週報：「後勁」更強的方向：國產算力與國產軟件共振","url":"https://stock-news.laohu8.com/highlight/detail?id=2578637638","media":"民生证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578637638?lang=zh_tw&edition=fundamental","pubTime":"2025-10-26 00:00","pubTimestamp":1761408000,"startTime":"0","endTime":"0","summary":"终止后，飞利浦持股1.17699 亿股，持股比例7.620876%。上述减持未触及公司控制权变更。本周观点大国科技博弈背景下核心软硬件国产化大势所趋，国产算力有望与国产软件实现共振，共同推动国产化生态的构建，进而实现高水平科技自立自强的重要目标。建议重点关注：国产AI 算力：1）芯片设计：重点关注寒武纪、海光信息等AI 芯片龙头。信创：1）国产基础软硬件龙头：中国软件、达梦数据、中国长城、寒武纪、海光信息、太极股份等。","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=nesSN2025102620264194de33d8&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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21:29","pubTimestamp":1761398966,"startTime":"0","endTime":"0","summary":"鞭牛士近日，有小米车主称，在小米汽车工厂店提的全新YU7，却是维修过的车辆。车主称，7月份在小米汽车北京工厂店提全新YU7，当天中午付款后，店内销售告知车主，车辆正在进行临时“软件升级”，所以拖延至晚上7点交车。面对车主质疑，小米店员回应称，因突发状况需要出差，敲定回程时间后，会在周内联系车主。车主还晒出了这辆小米YU7的合格证。10月12日，浙江金华的车主提了一辆小米YU7 Pro。","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=nesSN20251025213415a4746cb2&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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21:17","pubTimestamp":1761398220,"startTime":"0","endTime":"0","summary":"C114讯 10月25日消息 日前，中国移动发布前三季度财报。作为中国移动的“基本盘”，其个人市场的ARPU在2023年达到顶峰之后持续下滑，而且呈现出加速下滑的趋势，今年前三季度同比降幅更是达到了1.5元。令人欣喜的是，在本月的2025中国移动全球合作伙伴大会上，中国移动已经公布了这方面的最新战略。","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=nesSN2025102521180194dd126f&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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Pro一年行駛21萬公里無故障","url":"https://stock-news.laohu8.com/highlight/detail?id=2578681342","media":"中关村在线","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2578681342?lang=zh_tw&edition=fundamental","pubTime":"2025-10-25 14:00","pubTimestamp":1761372018,"startTime":"0","endTime":"0","summary":"近日，一位小米SU7 Pro车主分享了自己近一年的用车经历。提车仅一年时间，车辆行驶里程已突破21万公里，期间未出现任何故障，原装前轮胎也未曾更换。根据其提供的行程记录，该车总行驶里程达21万公里，其中辅助驾驶里程为126788公里，占总里程的63%；人工驾驶部分为73808公里，占比37%。他同时透露，已立下目标——成为首位将小米SU7驾驶至60万公里的用户，目前已完成总目标的三分之一。","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=nesSN2025102608422797426318&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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13:11","pubTimestamp":1761369063,"startTime":"0","endTime":"0","summary":"建议关注：运营商中国移动、中国联通、中国电信；光纤光缆中天科技、亨通光电、长飞光纤等；光模块中际旭创、新易盛、光迅科技、华工科技等；光器件天孚通信、德科立、太辰光、仕佳光子、源杰科技等；铜连接兆龙互连、瑞可达、沃尔核材、金信诺等；卫星互联网震有科技、上海瀚讯、通宇通讯、信科移动-U等；量子技术永鼎股份、国盾量子、精达股份等。","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=nesSN20251025131117a473ded1&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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10:44","pubTimestamp":1761360257,"startTime":"0","endTime":"0","summary":"伴随国家“东数西算”工程全面推进，以中国电信为代表的三大运营商进一步加大干线网络建设，G.654.E需求迎来井喷式增长。据了解，中国电信骨干光缆网络建设已全面提速，本次中国电信一级干线集采G.654.E光缆规模224万芯公里，仅能满足大半年的项目需求。作为中国电信本次集采的最大赢家，长飞公司在G.654.E光纤领域的技术积累深厚。","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=nesSN2025102510544794dc8b9d&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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07:31","pubTimestamp":1761348685,"startTime":"0","endTime":"0","summary":"日前，三大通信运营商2025年前三季度业绩绩全部揭晓，今年前三季度，中国三大运营商总体“稳中有利”，展现了强大的韧性。净利润方面，三大运营商均表现出强大韧性，2025年前三季度，中国移动归母净利润1154亿元，同比增长4.0%，中国联通实现归母净利润200亿元，同比提升5.1%，中国电信净利润为308亿元，同比增长5.0%。在经营活动产生的现金流净额方面，三大运营商均出现下滑。","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=nesSN20251025073807a6ccc4fb&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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23:06","pubTimestamp":1761318360,"startTime":"0","endTime":"0","summary":"美股周五早盘，小米集团（场外交易代码：XIACY）股价下跌2.2%。该集团总裁卢伟冰2025年10月24日宣布， REDMI K90标准版12GB+512GB版本在首销期间下调300元，调整后售价为2899元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 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K90硬抗存儲漲價 風暴何時休？","url":"https://stock-news.laohu8.com/highlight/detail?id=2577511176","media":"手机中国","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2577511176?lang=zh_tw&edition=fundamental","pubTime":"2025-10-24 20:51","pubTimestamp":1761310315,"startTime":"0","endTime":"0","summary":"10月24日，小米集团总裁卢伟冰发文称，在REDMI K90定价公布后，留意到网友对版本差价的失望。REDMI K90同时，卢伟冰表示小米无法改变全球供应链的走势，存储成本上涨也远高于预期且会持续加剧，但依然希望这份诚意能够得到广大 消费者 的理解。涨价潮或延续至2026年进入到今年四季度，各类存储产品涨势不减。写在最后在全球存储涨价潮的大背景下，REDMI K90的降价之举，不仅展现出小米对用户的诚意，也反映出企业在成本压力下的无奈挣扎。","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=nesSN2025102421081797408304&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, 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25128PNA1C 的小米新机 10 月 10 日通过工信部无线电核准，支持天通一号卫星通话、北斗短报文卫星短信、UWB 技术等，目前具体名称未知。随着小米汽车的上市，小米越来越多的产品开始支持 UWB 技术。","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=nesSN20251024192821a472a28b&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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