刺客信条

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 |     (ECNS) -- Fang Taozi, the main character in the viral AI-generated Chinese short drama “The Girl Who Was Laid Off,” has begun  promoting products online, with reported advertising rates reaching as high as 258,000 yuan ($38,200) per video, drawing both cheers from fans and doubts from netizens who question the credibility of products promoted by a non-human character.    In a recent bonus clip, Fang recommended a brand of colored contact lenses, saying they remained comfortable after a full day's wear.    Some fans have expressed support for Fang, while many netizens have voiced doubts, arguing that products backed by an AI persona carry little credibility since no real person has actually tested them. "Who would buy this? No real human has even tried it," one netizen commented.    Using an AI-generated character in advertising is not inherently illegal, Li Weihua, a partner at the Shanghai office of Dacheng Law Offices, told China News Service. However, the character does not have independent legal status, meaning responsibility for misleading or unlawful advertising remains with the advertiser or the company operating the character.    According to media reports, a growing number of firms are now offering "digital portrait licensing" services. These companies acquire digital likenesses and sell usage rights for applications ranging from short-drama production to in-feed ad campaigns, with some touting their services as "much cheaper than hiring real human endorsers directly."    Li added that advertisers and ad operators using AI-generated digital portraits must comply with relevant advertising laws. For example, such advertisements must be clearly labeled as "advertisements" and must also state that the digital portrait is AI-generated.    (By Intern Yang Hongran, Zhang Dongfang)                    。    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。

二 | 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。

三 | 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。（上证报）。

四 |

Current article:http://2cx.qixicuorenchouzuan.buzz/list_ejd2/7eg2k.html

Published on:06:48:41