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12.09.26 - 11:54
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China′s AI Industry Pivots to Agents From Models, Report Says (Bloomberg)
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China's artificial intelligence industry is shifting from competition in large models and computing power toward the deployment and commercialization of AI agents, according to a report by the China Telecom Research Institute cited by China Central Television on Saturday....
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09.09.26 - 09:06
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China′s five-year plan for the information and communications sector (SCMP)
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China unveiled its five-year development plan for the information and communications industries for the years 2026 through to 2030. The blueprint, released by the Ministry of Industry and Information Technology on Monday, lays out 13 key targets as part of a broader revamp of the sector by 2035, when the country is expected to “basically achieve socialist modernisation”. It includes plans to grow the sector's revenues to 4.1 trillion yuan (US$610 billion).
Below are its key points:
See below......
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21.08.26 - 15:30
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China′s telecoms giants bet on ′token factories′ as AI drives revenue growth (SCMP)
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China's three state-owned telecoms giants have made billable artificial intelligence tokens a key focus of their growth strategies, as AI adoption accelerates across the country and computing demand soars.
China Mobile, China Telecom and China Unicom all pointed to AI and computing operations as key growth drivers in their first-half financial disclosures released this month, presenting usage of tokens – the fundamental unit of data processed by AI models – as a central metric alongside others......
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21.08.26 - 10:15
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Research: Citi Maintains CHINA TELECOM Buy Rating; 2Q Net Profit Beats (AAStocks)
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Citi issued a research report on CHINA TELECOM (00728.HK), of which 2Q revenue faded 5% YoY, below the broker's and the market's expectations. EBITDA subtracted 8% YoY, while net profit dropped 14% YoY, both above the broker's forecasts. The company declared an interim DPS of RMB0.1606, down 11.4% YoY, representing a......
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21.08.26 - 05:00
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Research: CLSA Drops CHINA TELECOM TP to HKD5.2; 1H26 Results Disappointing (AAStocks)
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CLSA issued a report on CHINA TELECOM (00728.HK), of which results for 1H26 were disappointing. Total revenue fell 4% YoY to RMB260.47 billion, while net profit declined 15.8% YoY to RMB19.4 billion, dented by mature mobile and fixed-line markets as well as the increase in VAT rates.The report said intelligent businesses, includ......
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