CHINA TELECOM: In Q1 2025, net income grew by 3.1% year-on-year, and the 5G user penetration rate exceeded 62%.

In Q1 2025, CHINA TELECOM's net income increased by 3.1% year-on-year, with a 5G user penetration rate exceeding 62%. Key points: Financial performance: In 2025, Q...

wallstreetcnApr 25 05:47 ET

CHINA MOBILE: In Q1 2025, net income increased by 3.5% year-on-year, and 5G customer base expanded to 0.578 billion households.

In Q1 2025, CHINA MOBILE's profit increased by 3.5% year-on-year, with 5G network customers continuing to expand to 0.578 billion. Key summary of financial performance: Q1 revenue was 263.8 billion yuan, stable compared to the same period; the net income attributable to shareholders was 30.6 billion yuan, a year-on-year increase of 3.5%; the net profit margin improved to 11.6%, and EBITDA reached 80.7 billion yuan, up by 3.4% year-on-year. Core business development: 5G network customers reached 578 million, with a mobile ARPU of 46.9 yuan; the total number of fixed broadband customers reached 0.32 billion, with a quarterly net increase of 5.48 million. Optimization of business structure: the main business revenue was 222.

wallstreetcnApr 22 06:42 ET

Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.

From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.

wallstreetcnApr 10 18:10 ET

CHINA MOBILE Chairman Yang Jie: Building an "AI full-stack service" that encompasses computing power, tools, models, and applications.

① CHINA MOBILE will further strengthen cloud intelligence computing based on the computing power network, focusing on four key directions, and build a comprehensive "AI full-stack service" covering computing power, tools, models, and applications; ② CHINA MOBILE plans to build a super large-scale "computing power factory" to promote the doubling and expansion of ten-thousand-card and thousand-card intelligent computing centers.

cls.cnApr 10 06:35 ET

Insurance funds are showing new trends in long-term investments. The 50 billion Fund has newly added Hold Positions in CHINA TELECOM amounting to 5.5 billion, and high-dividend large-cap stocks remain the first choice.

① In the fourth quarter of last year, Honghu Fund invested in CHINA TELECOM, and the market value of its holdings reached 5.5 billion yuan by the end of the period. Honghu Fund also invested in Inner Mongolia Yili Industrial Group and Shaanxi Coal Industry in the third quarter of last year, with the market value of its holdings reaching 3.47 billion yuan and 19.35 billion yuan respectively by the end of the period. ② Honghu Fund's stock selection closely embraces policies, preferring high dividends and large blue-chip stocks. ③ The pilot for the second batch of insurance funds for long-term investments has already started, and the scale of the pilot has expanded to 162 billion yuan.

cls.cnApr 1 07:26 ET

Brokerage morning meeting highlights: The industry allocation recommendations for April should focus on two main lines.

At today's Brokerage morning meeting, Galaxy Securities stated that the characteristics of a short-term structural economic recovery remain evident, with industries related to new productive forces performing better; HTSC believes that increased investment in global AI computing power is expected to drive the performance of businesses in sectors such as Optical Communications to remain positive; China Securities Co., Ltd. suggested that the industry allocation recommendations for April should focus on two main lines.

cls.cnMar 31 20:46 ET