???????????2????19????????????(????)????,?????????????????????????????????????????????????????????,??,??,??????????,??
????????????,??????????????????,??,??????????????????????????????????,?????
?????5G???,?????????AI?????????????????????????????????????????????????????????????????????????,????“????”???????????????????????????????????????????????????????????????????????????,??????????22???????,????????????????????????????????????????????????????????
?????,?????????????,??81????,???????????????????????,???????????????????????????
??,??????????????????????????2000????,???????????????????????????????,??????25%??????,????30%????,?????????1000?????(??,??)?????????,??6000????,????????1.2??????
?????????,????“???????-?????”??????,??????????????????????“????????,?????,??????‘???-??????’????,???10???????”????
???,?????????,????????????????“?”????“????,????????????????????,??200?????????,??”?????
??????????????,?,????“???”???6???????????????,?????????????,??????,????
?????????????,???,??????????????????????????????????,????????????????121?????,?????115?????????????????????????????90.87????????,??94.5%?
“??????,?,????????”?,?????,????,??????,?????????,??????????????,??????????????????????
“????‘???????+???+???’???????‘????’?????????,?????????????????????????????????????28????????????????2????????????????,??????????????????????????????,??????????”?????
??????,?????????????????????,?????5G????97.1%,??????????100%,???????90%?????(??????)
?????????:??????
?????????????????????
??:??????????
???????????????????
????????????????????
??:????????????
????????????????????
????????:????????????
????????????????“??”
?????????????:????????
??????6.6???????10??
?????????????????????
??????0.7%???0.8%
??????????????12???
??????:B?????????????
????????????????????
??????????????????
MSCI??????????“??”????
???????????????:?????????
????????????????????
??:?????????25????1???
????????????????????
???????????????:?????????
????????????????“??”
??????????????????
??????6.6???????10??