

一 | 近日,中国移动、中国电信、中国联通的半年报引发广泛讨论。 CARACAS, Venezuela -- Early returns in the Venezuelan opposition's presidential primary gave a big lead to former legislator Maria Corina Machado early Monday, and she quickly claimed victory as the voters' choice to lead the campaign to end the decade-long, crisis-ridden presidency of Nicolás Maduro. The independent National Primary Commission, which organized the primary, did not release any results until long after polling stations closed Sunday, blaming internet censorship. The organizers said that in the first 601,110 ballots counted, about 93% picked Machado, who had entered the vote as a strong front-runner. The rest of the votes were scattered among the other nine candidates. There was no indication of how many people cast ballots in all, and organizers were expected to release additional results throughout Monday.“Today, very powerful forces have been unleashed," Machado told supporters gathered outside her campaign headquarters in the capital, Caracas. “Today, we have shown ourselves what we are capable of doing in the face of all the obstacles, in the face of all the abuses.”Holding Venezuela’s first presidential primary since 2012 required the deeply fractured opposition to work together. Venezuelans, in turn, showed up at voting centers in and outside of their homeland to make it count, enthusiastically lining up for hours despite scorching sun and torrential rain.Still, what they saw as a monumental exercise in democracy could still prove futile, if Maduro’s government wishes.While the administration agreed in principle to let the opposition choose its candidate for the 2024 presidential election, it also has already barred Machado from running for office. Maduro’s government has in the past bent the law, retaliated against opponents and breached agreements as it sees fit.Hundreds of people gathered at voting centers in neighborhoods across Caracas even before polls opened. They stayed in line despite a rainstorm that left them soaking wet. They carried umbrellas, folding stools and coffee to ease the expected waits, and leaned against buildings or stood under marquees to try to avoid the rain. Caracas resident Stephanie Aguilar, 34, cried while she waited to vote. She described the primary as the only “salvation” for her country, her daughter and son, and the millions of Venezuelans who decided they had to emigrate due to the nation’s economic and political turmoil. “We want a better country, a free country, for my children ... who have grown up in this government,” Aguilar, a housewife, said as she wiped tears from her face. “They ask, ‘Mom, can we go out to eat?’ No, there is no money. ‘Mom, can we do this thing?’ No, there is no money. It is unfortunate that a society grows up under those conditions.”Venezuelans typically vote at public schools, but the independent commission that oversaw the primary opted to use homes, churches, private schools and other facilities after electoral authorities did not respond to requests for help in a timely manner.Jesús María Casal, head of the National Primary Commission, blamed the hours-long delay in issuing election results on internet restrictions. “Once we began the process of counting the results ... we detected that our server that functioned as a transmission channel was blocked, which prevents us from completing this process as scheduled,” he said.The London-based internet monitoring firm NetBlocks tweeted metrics showing “a disruption to internet connectivity in #Venezuela with high impact to Caracas." It added that a state-owned internet service provider claimed “an issue with its energy backup system.”David Smilde, an expert on Venezuelan politics at Tulane University, said the primary was a “significant achievement” for several reasons, including forcing political leaders and parties within the opposition “to reach out and speak to the people.”“And it has generated considerable enthusiasm and mobilization in a population that has been skeptical of the opposition leadership of late,” he said.Machado, a proponent of free-market economic policies, is a longtime critic of the governing United Socialist Party of Venezuela. She maintained a somewhat low profile for years but dominated the primary campaign by connecting with the same voters she consistently urged to boycott previous elections.The presidential election is expected to be scheduled for the second half of 2024. Maduro is looking to extend his presidency until 2030, which would surpass the time that Hugo Chávez, his mentor, governed and established his self-described socialist policies.Maduro’s allies ridiculed and dismissed the primary all year. Still, both the government and its opponents used the contest as a bargaining chip to extract concessions from each other as part of a negotiation process meant to end the country’s complex social, economic and political crisis. Maduro and an opposition faction backed by the U.S. government last week agreed to work together on basic conditions for the presidential contest. That prompted the government to release six political prisoners and the Biden administration to lift key economic sanctions. As part of the agreement, Maduro’s administration and the opposition are supposed to “recognize and respect the right of each political actor to select” a presidential candidate freely.If organizers declare Machado the primary's winner, the focus will shift to Maduro to see if the government reverses its ban on her seeking public office. In June, the government issued an administrative decision prohibiting Machado from running, alleging fraud and tax violations and accusing her of seeking the economic sanctions the U.S. imposed on Venezuela in the last decade. The U.S., holding up the threat of renewed sanctions, has given Venezuela until the end of November to establish a process for reinstating all candidates expeditiously.A U.N.-backed panel investigating human rights abuses in Venezuela said last month that Maduro’s government has intensified efforts to curtail democratic freedoms ahead of the 2024 election. That includes subjecting some politicians and other opponents to detention, surveillance, threats, defamatory campaigns and arbitrary criminal proceedings.All registered voters in Venezuela were allowed to participate in the primary, as well as tens of thousands living in several other countries.“This is unprecedented,” said a smiling María de los Ángeles León, 31, the coordinator of Mexico City’s voting site. “People know that we have no guarantees that the winner of this election will be able to advance to the presidential election, but we keep trying.”___Associated Press writer María Verza in Mexico City contributed to this report.。

二 | 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。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。

三 | 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%。

四 | 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。

五 | 眼下,Token经营正在成为三大运营商突围的关键抓手。(上证报)。

六 |
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