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X @郭明錤 (Ming-Chi Kuo)
郭明錤 (Ming-Chi Kuo)· 2025-06-29 20:23
Apple Vision Series and Smart Glasses Roadmap (2025–2028): Smart Glasses Set to Drive the Next Wave in Consumer ElectronicsFull story: https://t.co/41Moxlj1Ai https://t.co/U2nQhBmEYg ...
X @The Economist
The Economist· 2025-06-29 06:00
Getting bested by strongmen was once believed to be a manageable problem for Europe. Now the tough customers are bigger, closer, and show little sign of changing their ways https://t.co/LWvYQrG2M6Illustration: Peter Schrank https://t.co/iyO9LiROfo ...
Meet quatix 8: the most advanced purpose-built smartwatch for mariners from Garmin
Prnewswire· 2025-06-25 11:01
Rugged nautical watch includes new built-in speaker and mic with chartplotter voice command capabilities, larger AMOLED display and more durable designOLATHE, Kan., June 25, 2025 /PRNewswire/ -- Garmin (NYSE: GRMN), the world's largest1 and most innovative marine electronics manufacturer, today announced quatix® 8 – the ultimate nautical smartwatch purpose-built for life on and off the water. With a new built-in speaker and microphone, it's easier to control the helm2 or answer a phone call3 while staying f ...
转债市场走牛背后的逻辑与挑战
Zheng Quan Shi Bao Wang· 2025-06-25 07:41
不过,从目前转债的估值来看,可转债市场的转股溢价率中位数接近30%,部分转债的转股溢价率甚至 超过100%。这种高估值状态源于供需失衡与资金驱动,但所谓的"稀缺性"并不会成为推动行情上涨的 决定性因素。 一般而言,存量规模锐减会导致筹码稀缺,短期内会刺激估值和价格抬升,但如果处于权益极度弱势阶 段,投资者也不会顶着高溢价继续配置转债,因为此时无论选择转股还是持有到期,对于投资者而言可 能都会产生亏损。从目前转债ETF的流通份额来看,在中证转债指数走高过程中,不少投资者已"落袋 为安"。 转债市场持续走牛并非偶然,而是政策红利、供需失衡与资金配置需求共同作用的结果。政策层面,资 本市场定位提升与对实体经济支持力度加大,为转债市场注入强心剂。转债作为"股债双栖"品种,既可 分享权益市场上涨收益,又能通过债底属性提供安全垫,完美契合当前市场环境。 供需失衡成为转债牛市行情的核心推手。2024年下半年以来,转债市场存量规模持续缩减,尤其是在去 年"924行情"后,权益市场大涨带动转债市场强赎概率提升,不少转债提前退出,转债市场存量规模由 2024年初的8700亿元以上缩减至目前6800亿元以下。与之形成鲜明对比的是, ...
Interlink Electronics to Highlight Printed Sensor Advances for Wearables at Sensors Converge 2025
Globenewswire· 2025-06-24 13:00
FREMONT, Calif., June 24, 2025 (GLOBE NEWSWIRE) -- Interlink Electronics, Inc. (Nasdaq: LINK), a world-leading provider of sensors and printed electronics solutions that support a wide range of applications, including Human-Machine Interface ("HMI"), environmental sensing, and IoT devices, will be presenting at Sensors Converge 2025 being held June 24-26, 2025 at the Santa Clara Convention Center in Santa Clara, California. The prestigious event brings together industry leaders, innovators, and experts from ...
Curiosity in science | Sergey Makarov | TEDxQMDS Qingdao Youth
TEDx Talks· 2025-06-23 15:24
[Applause] [Music] Hello everyone, happy to see you and thanks organizers to invite for inviting me here. So today we will start from curiosity but curiosity in science. Uh so why in science because I'm professor I'm scientist and today I will try to convince you why curiosity in science is one of the most important thing.So let's start from the one of the greatest mind in the world. So Albert Einstein a German scientist and he was shy of course as a great man but uh he implying that all his achievements uh ...
Lleida.net Wins First Latin American Tender for its Universal Signature Verification Certificate (USVC)
GlobeNewswire News Room· 2025-06-23 06:00
June 23, 2025 — Spanish technology company Lleida.net (BME: LLN) (EPA: ALLN) (OTCQX: LLEIF) has won a tender from the Dominican Telecommunications Institute (INDOTEL) to deploy its Universal Signature Verification Certificate (USVC), a platform to verify electronically signed documents. This award marks Lleida.net’s first USVC contract in Latin America, opening regulated market segments such as government services, notaries or registries across the Caribbean and mainland markets. USVC is an API-based verifi ...
高端PCB产品需求激增 上市公司密集布局抢占先机
Zheng Quan Ri Bao· 2025-06-20 16:43
Group 1: Industry Overview - The PCB (Printed Circuit Board) sector in the A-share market is experiencing significant activity, with multiple companies' stocks hitting the daily limit up, driven by strong demand from emerging fields such as 5G, AI, and automotive electronics [1] - The PCB industry is moving towards high-end development, supported by national strategic planning and local policies, which emphasize the importance of electronic components in the global electronics information industry chain [1][2] Group 2: Policy Support - National and local governments have established a multi-level support system for the PCB industry, with policies like the "14th Five-Year Plan" and the "14th Five-Year Digital Economy Development Plan" highlighting the cultivation of AI and enhancement of core electronic components [2] - Recent guidelines from the Ministry of Industry and Information Technology focus on automating and upgrading electronic component production, promoting miniaturization and high precision in PCB products [2] Group 3: Market Demand - The demand for high-frequency and high-speed PCBs is surging due to the construction of 5G base stations and the requirements of AI servers and data centers [4] - The automotive electronics market is expanding, driven by the trend of vehicle intelligence, which is expected to increase the value of PCBs per vehicle [6] Group 4: Company Developments - Companies are actively investing in expanding their production capacities, such as Huishi Electronics planning to invest approximately 4.3 billion yuan in a new high-end PCB project for AI chips [4] - Wenzhou Hongfeng and Guangdong Shiyun Circuit are also enhancing their production lines to meet the growing demand for high-performance PCB products [5][6] Group 5: Future Projections - The global PCB market is projected to reach $96.8 billion by 2025, driven by the proliferation of AI technology and the expansion of the electric vehicle market [7] - The PCB market for AI and HPC servers is expected to grow at a compound annual growth rate (CAGR) of 32.5% from 2023 to 2028, reaching a market size of $3.2 billion [7] Group 6: Challenges Ahead - The PCB industry faces challenges such as technological upgrades, environmental constraints, and cost pressures, necessitating agile R&D mechanisms and green process transformations [8] - Companies must focus on digital supply chain management and intelligent production technologies to control costs effectively while transitioning towards high-end, integrated products [8]
Dollar Anxiety Building on Wall Street
Bloomberg Television· 2025-06-20 13:28
Why is the Trump administration seemingly as unconcerned as it is about this and I'm including the treasury secretary here. Sure. Thanks so much, Ronnie.And, you know, it's tricky. You know, when we were reporting out this story, one investor told me, watch what they do, not necessarily what they say. So we have had the Treasury secretary, Scott Bersin, out talking about the administration's strong dollar policy, as they've had for for many decades now.But the next question is, do traders do investors reall ...
ICZOOM Group Inc. Announces Unaudited Financial Results for First Half of Fiscal Year 2025
Prnewswire· 2025-06-20 13:00
HONG KONG, June 20, 2025 /PRNewswire/ -- ICZOOM Group Inc. (Nasdaq: IZM) (the "Company" or "ICZOOM"), a B2B electronic component products e-commerce platform, announced its unaudited financial results for the six months ended December 31, 2024, on June 18, 2025.Amidst a continuously evolving market environment, ICZOOM executed effectively in line with its initial expectation. ICZOOM achieved positive revenue growth with total revenue increased by 3.0% from $87,720,553 for the six months ended December 31, 2 ...