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三大运营商半年报透视：算力与Token经营成转型主引擎_我的网站

一 |     Colombo, Oct 17 (UNI) Coats International Global CEO Rajiv Sharma says he is confident that Sri Lanka’s apparel industry will rebound and the economy will bounce back.
“It’s actually happening as we speak, despite the last three months of unrest and confusion,” the Daily FT newspaper on Monday quoted him as saying.
Sharma, who was on a flying visit to Sri Lanka to meet customers and employees, says the vibe was very good in the country. “You could never get a Sri Lankan down or depressed because there’s always happiness, optimism and a belief that tomorrow will be better than today."
The CEO says the support the country gets internationally was clearly seen, owing to the goodwill Sri Lanka has built over several decades.
“I meet customers in Europe and the US who are empathetic and are genuinely willing to support Sri Lanka and its apparel industry. Everyone wants to go the extra mile with their support. The way I see it, this crisis is just a bump along the road to greater prosperity for Sri Lanka.”
Sharma also spoke positively about the global market.
“There is no demand destruction happening at a large-scale. So I believe the world economy will continue to be resilient. While there will be intermittent shocks, if you break it down into its components, I think the US and the Americas broadly, will be less impacted by what’s happening globally.”
He added that Europe was in a difficult spot and would remain an area of concern as the chances of a recession have increased, but says Asia was looking relatively strong.
The Coats Global CEO says Sri Lanka is special for the industry and Coats because of its people.
“It is the human capital in this country that allows it to punch above its weight. When you meet people in the industry, there’s optimism, expertise, courage and specialisation based on a track record of delivery. There are industry giants that have originated from Sri Lanka.”
Sharma says the kind of garments manufactured locally were very complex and cannot be transported or made in Africa or some other country, adding that Sri Lanka has the skill, modern machinery and good management that is needed for delivering this complexity, in abundance.
The CEO says his wish to have more employees from Coats Sri Lanka taking on regional and global roles in Coats.
UNI MR。

二 |     近日，中国移动、中国电信、中国联通的半年报引发广泛讨论。增值税税率上调、流量红利消退、传统业务见顶等多重压力叠加下，三大运营商利润集体承压。

三 | 压力之下，另一条曲线逆势上扬：AIDC、智算服务已经成为新的增长引擎。尽管新业务的体量尚不足以对冲旧业务下滑，从管道提供者向智能服务商转型已成为三大运营商的共识。从财报来看，新旧动能转换的态势已十分清晰。中国移动上半年算力服务收入529亿元，同比增长14%，其中AIDC收入同比暴涨486.1%，智算服务收入53亿元，增速达130.1%，贡献算力服务收入增量的46.1%。中国电信上半年智算收入同比增长95%，智算利用率达94%。中国联通上半年算力收入419亿元，同比增长13%。其中，智算中心收入增长11%，智能计算收入增长9%。总体来看，三家运营商的算力与智能服务收入占主营业务收入比重正在提升，新引擎的雏形已经显现。眼下，Token经营正在成为三大运营商突围的关键抓手。

四 | （上证报）。

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Published on:21:15:46