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Wei Jianjun's pivotal battle, staking his family name
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All three major telecom operators launch Token plans—Is the era of AI computing power for the masses arriving?
① The three major telecom operators have reclassified Tokens from model-specific quotas into basic resources akin to voice and data packages; ② Institutions noted that the domestic operators’ Token pricing is over 80% lower on average than that of overseas cloud providers; ③ Just last month, the Ministry of Industry and Information Technology proposed significantly lowering the barriers for small and medium-sized enterprises (SMEs) to access and utilize computing power, thereby providing robust computational support to foster their specialized, sophisticated, and innovative development.
REITs Market Logs Largest Single-Day Gain This Year; Index Funds May Bring Nearly RMB 10 Billion in New Capital | A Comprehensive Look at Publicly Offered REITs
① The REITs market recorded its largest single-day gain of the year today, with the CSI REITs Total Return Index surging 2.37% to reclaim the 1,000-point mark. ② The first batch of four CSI REITs Total Return Index fund products has been submitted for regulatory filing, expected to bring nearly RMB 10 billion in incremental capital to the REITs market by year-end. ③ Industry analysts noted that index funds are poised to offer a standardized, low-cost foundational investment vehicle.
From 'Data Traffic Fees' to 'Token Fees': Which of the Big Three Telecom Operators is the Biggest AI Winner?
The share prices of the three major telecom operators surged collectively for two consecutive days, as the intensive implementation of Token packages is reshaping the market's valuation logic for this sector — the narrative of the telecommunications industry transitioning from a traffic economy to a Token economy is being rapidly priced in by the capital markets. In terms of market performance, on May 18, China Telecom's A-shares once rose more than 7% during intraday trading, hitting the upper limit at its peak, and closed with a significant increase of 7.74%; China Unicom rose over 5.5%, and China Mobile increased by 2.43%. Entering May 19, the three major operators continued their upward trend, with China Telecom's shares rising over 8% again, while both China Unicom and China Mobile rose more than 2%. The H-share market also responded accordingly.
Yancheng's Green Power Breakthrough: The Energy Bill Along 582 Kilometers of Coastline | Frontline
"East Data Green Computing," "East Data Marine Computing," "Shanghai-Jiangsu Computing"... Yancheng City has made it clear that it will expand the pilot program of direct green electricity connections, strive for the layout of national computing power cluster infrastructure, and build a green computing hub along the eastern coast. This hub will provide low-cost green electricity computing power to Shanghai and the Yangtze River Delta region, supporting AI training, industrial simulation, and big data analysis.
China's three major operators have collectively entered the 'Token moment'!
A rare opportunity, or perhaps an adventure.