来源：美通社 北京2025年10月15日 /美通社/ -- 战略要点：实现卓越运营，提升财务灵活性 财务亮点：盈利能力进一步提升 爱立信总裁兼首席执行官鲍毅康（Börje Ekholm）表示："得益于过去几年的强劲运营，我们在第三季 度的利润率达到了一个新的长期水平。在核心网业务强劲增长的推动下，云软件和服务业务销售额增长 了9%*。 我们在技术上的创新与努力仍在稳步推进。我们的5G解决方案在业内的领导地位再次得到了Gartner与 Omdia的认可。我们的Open RAN就绪产品组合包含了AI原生、面向未来且与硬件无关的软件架构。该 产品组合可与第三方无线产品集成，并且支持爱立信硅芯科技芯片及第三方CPU/GPU。 季度 同比变 展望未来，我们预计企业业务有机销售额将在第四季度趋稳，RAN市场将整体保持平稳。稳健的经常 性现金流及iconectiv业务的出售，为我们在第三季度带来了充裕的现金，为增加股东分红创造了空间。 董事会关于分红规模及机制的建议将被纳入第四季度报告，供股东大会审议决策。" 单位：十亿瑞典克 2025年第三 季度 2024年第三 有机销售额下降2%，四大市场区域中有三个实现增长。报告销售 ...

Accessibility StatementSkip Navigation Three-year partnership strengthens Canadian innovation in 5G, Cloud RAN, AI, and quantum technologies while supporting domestic supply chains and global growth OTTAWA, ON, Oct. 15, 2025 /PRNewswire/ -- Ericsson today announced the signing of a USD $3 billion partnership agreement with Export Development Canada (EDC) to expand investment in Canadian research and development, deepen domestic supply chains, and accelerate next-generation technologies including 5G, Cloud R ...

杰富瑞将爱立信欧股目标价从80瑞典克朗上调至94瑞典克朗。 ...

Group 1: Hong Kong Stocks - Lao Pu Gold (06181) rose over 5%, with Morgan Stanley reaffirming an "overweight" rating due to clear brand value enhancement trends [1] - Pop Mart (09992) increased over 3%, as Apple CEO received a special gift, and Labubu is expected to become a world-class cultural IP brand [1] - Jitu Express-W (01519) rose over 3%, reporting strong growth in parcel volume in Southeast Asia and new markets for Q3 2025 [1] - Guoquan (02517) surged over 10%, with improved restaurant sentiment and expectations for Q4 store openings [1] - Geely Automobile (00175) increased over 4%, with Geely Holding Group's quarterly sales surpassing 1 million units for the first time [1] - Rongchang Bio (09995) rose over 3%, as the application for the marketing of Tai Tasi Pi for IgA nephropathy treatment was accepted and prioritized for review [1] - Mixue Group (02097) rose over 6%, with Mixue Ice City beer trending on Weibo, and institutions optimistic about the company's brand expansion [1] - Jinli Permanent Magnet (06680) fell over 1%, despite a projected net profit increase of over 157% for the first three quarters [1] - Bilibili-W (09626) rose over 3%, officially launching a "Double 11" promotion and achieving deep data integration with Alibaba and JD [1] Group 2: US Stocks - Navitas Semiconductor (NVTS.US) surged 26.08%, with advancements in 800VDC GaN and SiC power devices [3] - Ericsson (ERIC.US) rose 20.56%, reporting a net profit of 11.15 billion SEK for Q3, nearly doubling year-on-year and exceeding analyst expectations [3] - Tesla (TSLA.US) fell 1.53%, as the NHTSA announced an investigation into approximately 2.88 million Tesla vehicles equipped with "full self-driving" systems [3] - PayPal (PYPL.US) rose 0.42%, but Goldman Sachs downgraded its rating to "sell" due to margin pressures and a slowing growth path for 2026 [3] - BP (BP.US) fell 1.75%, with expectations of increased profitability driven by upstream production growth and refining margins [3] - Intel (INTC.US) dropped 4.27%, as Bank of America downgraded its rating from "neutral" to "underperform," maintaining the target price at $34 [3] - Target (TGT.US) rose 1.85%, with D.A. Davidson lowering the target price from $115 to $108 while reiterating a "buy" rating [4] - Albertsons (ACI.US) surged 13.63%, reporting Q2 FY2025 revenue of $18.9158 billion and adjusted EPS of $0.44, exceeding expectations [4] - Arm (ARM.US) fell 2.20%, as OpenAI announced a strategic partnership with Broadcom to develop custom AI chips and network systems [4] - Walmart (WMT.US) rose 4.98%, collaborating with OpenAI to allow consumers to browse and purchase Walmart products directly through ChatGPT [4]

Ericsson (NASDAQ: ERIC) shares surged sharply on Tuesday after the Swedish telecom and software services provider posted quarterly earnings that exceeded analyst expectations. The company's stronger-t... ...

Key Points Ericsson's earnings per share nearly tripled year over year, crushing analyst expectations. The Swedish telecom equipment maker's stock soared over 20% to multiyear highs not seen since 2022. Swedish media called Ericsson's third-quarter report "guldkantad" (gilded) after the company beat estimates across the board. 10 stocks we like better than Telefonaktiebolaget Lm Ericsson (publ) › Shares of Telefonaktiebolaget LM Ericsson (NASDAQ: ERIC) soared on Tuesday, while Wall Street suffere ...

Key Takeaways Ericsson's Q3 earnings topped estimates despite a 9% year-over-year sales decline.Cost optimization and efficiency efforts boosted gross margin to 48.1% from 46.3% last year.Networks segment margin rose to 50% as Ericsson improved operations amid soft regional demand.Ericsson (ERIC) reported mixed third-quarter 2025 results, with adjusted earnings beating the Zacks Consensus Estimate but revenues missing the same. ERIC’s top line was affected by weakness in the South East Asia, Oceania and Ind ...

Market Overview - US stock markets are facing increased volatility due to escalating trade tensions between the US and China, overshadowing a strong start to the third-quarter earnings season [1] - Major indexes opened lower, reflecting investor concerns over Beijing's retaliatory measures, despite a mixed recovery attempt by midday [1][2] Market Performance - The Dow Jones Industrial Average (DJIA) initially dropped by approximately 383 points (0.8%) but narrowed its decline to around 72 points by midday [2] - The S&P 500 (SPX) fell 1% at the open, settling to a loss of about 30 points by midday [2] - The Nasdaq Composite (IXIC) experienced a more significant decline, shedding 1.5% initially and remaining down by approximately 196 points at midday [2] Earnings Season Highlights - Major financial companies such as JPMorgan Chase (JPM), Wells Fargo (WFC), and Citigroup (C) reported earnings that exceeded analysts' estimates [6] - Despite beating profit forecasts, JPMorgan Chase (JPM) saw its shares decline by 3.8% in early trading, while Wells Fargo (WFC) shares rose by 3.5% following strong performance [6] Corporate News - Broadcom (AVGO) shares surged nearly 10% after announcing an AI partnership with OpenAI to develop custom chips and networking components [7] - Other AI-related tech stocks, including Nvidia (NVDA) and Micron Technology (MU), also saw gains of about 2.9% and over 6%, respectively [8] - Bloom Energy Corp. (BE) shares soared 26.5% after securing a $5 billion deal with Brookfield Asset Management for fuel cell installations in AI data centers [12] - Fastenal Company (FAST) shares plunged 7.5% after missing third-quarter earnings estimates [12] - Albertsons Cos. (ACI) stock jumped 10% after reporting better-than-expected fiscal second-quarter results and raising its full-year outlook [12] - Ericsson (ERIC) shares rose 15% pre-bell after reporting third-quarter profit above expectations and anticipating increased shareholder distributions [12] - Johnson & Johnson (JNJ) experienced a 1.8% decline after announcing plans to separate its orthopedics business into a standalone company [12] - General Motors (GM) stock fell as the automaker plans to reduce its electric vehicle manufacturing capacity due to decreased demand [12] - USA Rare Earth Inc. (USAR) shares jumped 18.6% amid renewed US-China trade and tariff conflicts concerning rare earth minerals [12] Economic Outlook - Investors are closely monitoring the upcoming Federal Reserve's FOMC meeting scheduled for October 28-29, where a rate cut is widely expected [4] - The anticipated rate cut is driven by concerns over a weakening labor market, with a high probability (97-98%) of a quarter-point reduction [4] - Economic data releases, including CPI and PPI for September, are expected to be delayed due to an ongoing US government shutdown, but updates on industrial production and manufacturing surveys are still anticipated [5]

展望未来，爱立信预计第四季度企业业务有机销售额将企稳，无线接入网(RAN)市场整体保持稳定。截 至目前，公司净现金头寸已增至 519 亿瑞典克朗，这为后续增加股东回报(分配)提供了空间。 智通财经APP获悉，周二，爱立信(ERIC.US)大涨超16%，创三年新高，报9.51美元。消息面上，数据显 示，爱立信Q3经销售额从去年同期的 618 亿瑞典克朗降至 562 亿瑞典克朗，有机销售额(注：剔除并 购、剥离等非经营性因素的销售额)同比下降 2%。尽管第三季度销售额同比下降 9%，但得益于运营优 化推动毛利率显著提升，其经调整季度利润仍超出分析师预期。调整息税前利润(EBIT)达 155 亿瑞典克 朗(约合 16.2 亿美元)，高于分析师此前预计的 141 亿瑞典克朗，去年同期为73亿瑞典克朗。第三季度经 调整息税折旧摊销前利润(EBITA)为158亿瑞典克朗(约合16.7亿美元)，而去年同期这一数字为77.6亿瑞 典克朗。 ...

周二，爱立信(ERIC.US)大涨超16%，创三年新高，报9.51美元。消息面上，数据显示，爱立信Q3经销 售额从去年同期的618亿瑞典克朗降至562亿瑞典克朗，有机销售额(注：剔除并购、剥离等非经营性因 素的销售额)同比下降2%。尽管第三季度销售额同比下降9%，但得益于运营优化推动毛利率显著提升， 其经调整季度利润仍超出分析师预期。调整息税前利润(EBIT)达155亿瑞典克朗(约合16.2亿美元)，高于 分析师此前预计的141亿瑞典克朗，去年同期为73亿瑞典克朗。第三季度经调整息税折旧摊销前利润 (EBITA)为158亿瑞典克朗(约合16.7亿美元)，而去年同期这一数字为77.6亿瑞典克朗。 展望未来，爱立信预计第四季度企业业务有机销售额将企稳，无线接入网(RAN)市场整体保持稳定。截 至目前，公司净现金头寸已增至519亿瑞典克朗，这为后续增加股东回报(分配)提供了空间。 ...