11月12日，天孚通信盘中下跌2.01%，截至09:53，报162.26元/股，成交15.02亿元，换手率1.18%，总市 值1261.44亿元。 天孚通信今年以来股价涨151.96%，近5个交易日涨7.07%，近20日涨8.04%，近60日涨52.57%。 今年以来天孚通信已经4次登上龙虎榜，最近一次登上龙虎榜为9月4日，当日龙虎榜净买入7.99亿元； 买入总计22.85亿元 ，占总成交额比18.94%；卖出总计14.87亿元 ，占总成交额比12.32%。 资料显示，苏州天孚光通信股份有限公司位于江苏省苏州市高新区长江路695号，成立日期2005年7月20 日，上市日期2015年2月17日，公司主营业务涉及光无源器件的研发设计、高精密制造与销售业务。主 营业务收入构成为：光通信元器件98.91%，其他1.09%。 天孚通信所属申万行业为：通信-通信设备-通信网络设备及器件。所属概念板块包括：光通信、CPO概 念、激光雷达、英伟达概念、5G等。 截至11月10日，天孚通信股东户数12.80万，较上期减少13.36%；人均流通股6060股，较上期增加 15.42%。2025年1月-9月，天孚通信实现营业收入39 ...

11月12日，杭叉集团盘中上涨2.07%，截至09:51，报27.06元/股，成交3939.41万元，换手率0.11%，总 市值354.44亿元。 资金流向方面，主力资金净流出17.49万元，大单买入485.98万元，占比12.34%，卖出503.48万元，占比 12.78%。 杭叉集团今年以来股价涨55.61%，近5个交易日涨0.45%，近20日涨0.59%，近60日涨23.11%。 截至9月30日，杭叉集团股东户数1.83万，较上期增加5.78%；人均流通股71379股，较上期减少5.46%。 2025年1月-9月，杭叉集团实现营业收入139.72亿元，同比增长9.73%；归母净利润17.53亿元，同比增长 11.43%。 分红方面，杭叉集团A股上市后累计派现29.64亿元。近三年，累计派现14.97亿元。 机构持仓方面，截止2025年9月30日，杭叉集团十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股3688.53万股，相比上期减少1689.52万股。南方中证500ETF（510500）位居第七大流通股 东，持股762.44万股，相比上期减少12.34万股。睿远成长价值混合A（007119 ...

11月12日，光韵达盘中下跌2.05%，截至09:36，报9.09元/股，成交1929.44万元，换手率0.49%，总市值 50.60亿元。 光韵达今年以来股价涨9.12%，近5个交易日跌5.02%，近20日涨2.71%，近60日跌2.99%。 分红方面，光韵达A股上市后累计派现8060.49万元。近三年，累计派现1236.45万元。 资料显示，深圳光韵达光电科技股份有限公司位于广东省深圳市南山区沙河街道金迪世纪大厦A座12 层，成立日期2005年10月25日，上市日期2011年6月8日，公司主营业务涉及电子信息和航天航空领域提 供激光应用服务和智能制造创新解决方案。主营业务收入构成为：激光应用服务48.63%，智能装备 24.64%，航空零部件19.54%，激光器5.74%，租赁及其他1.46%。 责任编辑：小浪快报 光韵达所属申万行业为：机械设备-自动化设备-激光设备。所属概念板块包括：5G、PCB概念、富士康 概念、苹果产业链、柔性电子等。 资金流向方面，主力资金净流出285.35万元，大单买入195.82万元，占比10.15%，卖出481.17万元，占 比24.94%。 截至10月31日，光韵达股东户 ...

11月12日，中材科技盘中下跌4.98%，截至09:35，报31.26元/股，成交1.37亿元，换手率0.26%，总市值 524.58亿元。 资金流向方面，主力资金净流出78.66万元，特大单买入0.00元，占比0.00%，卖出659.33万元，占比 4.80%；大单买入1529.03万元，占比11.13%，卖出948.36万元，占比6.90%。 中材科技今年以来股价涨143.17%，近5个交易日涨0.51%，近20日涨2.16%，近60日涨14.55%。 今年以来中材科技已经4次登上龙虎榜，最近一次登上龙虎榜为8月29日，当日龙虎榜净买入-2.06亿 元；买入总计9.62亿元 ，占总成交额比20.46%；卖出总计11.68亿元 ，占总成交额比24.84%。 资料显示，中材科技股份有限公司位于北京市海淀区东升科技园北街6号院7号楼12层，成立日期2001年 12月28日，上市日期2006年11月20日，公司主营业务涉及大力发展风电叶片、玻璃纤维及制品、锂电池 隔膜三大主导产业,同时从事高压复合气瓶、膜材料及其他复合材料制品的研发、制造及销售。主营业 务收入构成为：风电叶片39.01%，玻璃纤维及制品28.05 ...

Core Insights - The Zacks Semiconductors - Radio Frequency industry is experiencing growth driven by the adoption of WiFi 7, edge IoT, AI data centers, and automotive electrification, despite facing challenges such as inventory buildup and sluggish capital spending by telecom carriers [1][3][5]. Industry Overview - The industry includes companies providing radio frequency solutions and components for various applications, including 5G, aerospace, automotive, and smart home technologies [2]. - Key technologies utilized by industry players include ZigBee, Bluetooth Low Energy, and Gallium Nitride [2]. Trends Influencing the Industry - Accelerated 5G deployment is enhancing demand for RF power amplifiers and WiFi hotspots due to increased bandwidth needs from remote work trends [3]. - Innovation in IoT, wearables, and autonomous vehicles is expanding the market for RF semiconductor products beyond smartphones [4]. - The electric vehicle market is projected to grow fourfold by 2027, benefiting industry players [5]. Industry Performance - The Zacks Semiconductors - Radio Frequency Industry holds a Zacks Industry Rank of 9, placing it in the top 4% of over 250 Zacks industries, indicating bullish near-term prospects [6][7]. - Despite a positive earnings outlook, the industry has underperformed the S&P 500 and broader sector over the past year, declining 7.8% compared to the S&P 500's 14.4% gain [10]. Valuation Metrics - The industry is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 14.76X, lower than the S&P 500's 23.3X and the sector's 28.61X [12]. Notable Companies - **RF Industries**: This company has seen a 75.5% increase in shares over the past year, with a backlog of $19.7 million and steady earnings estimates of 35 cents per share for fiscal 2026 [16][17]. - **Skyworks**: Despite a 20.6% drop in shares over the past year, Skyworks is benefiting from demand in automotive electrification and AI data centers, with expected revenues between $975 million and $1.025 billion for the first quarter of fiscal 2026 [20][22].

Semiconductor systems and services continue to see exploding demand due to several megatrends unfolding before our eyes, including AI, IoT, 5G, and EVs, among others. No wonder it is one of the industries that investors are researching more thoroughly inI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and ...

Industry Overview - The semiconductor systems and services industry is experiencing significant demand growth driven by megatrends such as AI, IoT, 5G, and electric vehicles (EVs) [1] Investment Focus - The focus is on U.S. and European equities, particularly undervalued growth stocks and high-quality dividend growers [1] - Sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, is emphasized as a more reliable driver of returns than valuation alone [1] Investment Strategy - The investment strategy includes managing a portfolio publicly on eToro, allowing others to replicate real-time investment decisions [1] - The goal of the investment approach is to ensure sufficient assets for freedom in work and life, rather than complete financial independence [1]

Nov 11, 2025 12:00 PM Eastern Standard Time T-Mobile US, Inc. to Present at the Wells Fargo TMT Summit Share BELLEVUE, Wash.--(BUSINESS WIRE)--Jon Freier, president of the consumer group of T-Mobile US, Inc. (NASDAQ: TMUS), will present and provide a business update on Tuesday, November 18, 2025 at 3:00 p.m. Pacific Time (PT) at the Wells Fargo 9 Annual TMT Summit. A live webcast of the event will be available on the Company's Investor Relations website at https://investor.t-mobile.com. An on-demand replay ...

本次对外投资设立控股子公司，拟开展的半导体引线框架业务是半导体封装的关键材料，其不仅是半导 体芯片的承载者，更是实现芯片内部电路与外部连接的桥梁，其性能要求涵盖了强度、弯曲性、导电 性、导热性等多个方面，发挥着稳固芯片、传导信号、传输热量等多重作用。随着电子产品的小型化、 集成化趋势加剧,以及人工智能、5G、物联网、新能源汽车等新兴应用领域对高性能、高可靠性半导体 器件的需求增加,半导体引线框架市场需求持续增多。 格隆汇11月11日丨鸿日达(301285.SZ)公布，第二届董事会第十八次会议、第二届监事会第十四次会 议，审议通过了《关于对外投资设立控股子公司的议案》，同意公司基于战略布局以及经营发展需要， 与福建特度科技有限公司（简称"特度"）、上海鸿科同创企业管理合伙企业（有限合伙）（简称"鸿科 同创"）共同投资设立鸿科半导体（东台）有限公司（暂定名称，最终以当地登记机关核准为准，简 称"鸿科半导体"或"目标公司"），进行半导体封装引线框架的研发、设计、制造和销售业务，同时授权 公司管理层负责签订投资相关协议及办理本次设立控股子公司的相关事宜。 ...

Financial Performance - Service revenues reached ₱158.9 billion, a 3% increase, or +₱3.9 billion[3] - EBITDA (ex-MRP) grew by 3% to ₱82.8 billion with a 52% margin[3], a +₱2.1 billion increase[3] - Core income remained stable at ₱25.8 billion[3] - Maya contributed ₱603 million to PLDT's core earnings[5] Revenue Breakdown - Total Home revenues reached ₱45.7 billion, a 4% increase, or +₱1.6 billion[11] - Total Fiber revenues reached ₱44.5 billion, a 7% increase, or +₱2.8 billion[11] - Enterprise revenues reached ₱35.6 billion, a 2% increase, or +₱0.5 billion[14] - Wireless Consumer revenues reached ₱63.2 billion, a 1% decrease, or -₱0.3 billion[17] - Mobile data revenues reached ₱57.3 billion, a 1% increase, or +₱0.7 billion[17] Subscriber and Network Growth - Fiber net adds increased by 67% year-over-year to 265,000[12] - Total broadband subscribers increased by 6% to 4,122,521[142] - 5G individual devices increased to 10.5 million[17], representing 18% of devices[17] - Total data traffic reached 4,393 petabytes[17], a 6% increase[17] Cost Management and Investments - Total cash expenses, subsidies, and provisions decreased by 2% to ₱63.1 billion[20], a -₱1.1 billion decrease[20] - Compensation and benefits (ex MRP) decreased by 7% to ₱16.1 billion[20], a -₱1.3 billion decrease[20] - Selling and promotions expenses decreased by 18% to ₱3.5 billion[20], a -₱0.8 billion decrease[20] - 9M2025 capex stood at ₱43.0 billion[28] Debt and Sustainability - Net debt-to-EBITDA ratio is 2.61x[32] - PLDT received an MSCI ESG Rating of BBB[57] - Smart secured a 10-year ₱2 billion green loan[68]