Company Overview - Khaveen Investments is a global investment advisory firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm offers a range of services including market and security research, business valuation, and wealth management [1] Investment Strategy - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, blending three core strategies: global macro, fundamental, and quantitative [1] Core Expertise - The firm specializes in disruptive technologies that are transforming modern industries, including Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Core Insights - Vislink Technologies, Inc. announced that its DragonFly V 5G miniature wireless video camera transmitter won the TV Tech Best of Show Award at NAB 2025, highlighting its leadership in high-quality live video technology [1][3] Company Overview - Vislink Technologies is a global leader in capturing, delivering, and managing high-quality live video and associated data, with over 50 years of experience in video communications [8] - The company specializes in providing live streaming solutions using RF, bonded cellular, 5G, and AI-driven technologies, enabling seamless and secure live video sharing for broadcasters, defense, and public safety agencies [8] Product Features - The DragonFly V 5G is designed for immersive, on-the-move live productions, featuring an ultra-compact design and advanced HD video transmission capabilities over 5G [2][4] - It is recognized as the world's smallest cellular bonding transmitter, ideal for challenging environments, and supports applications in sports broadcasting, news coverage, and public safety [2][7] - Key features include ultra-compact and lightweight design, 5G and Wi-Fi support, HEVC video encoding for efficient streaming, remote configuration via LinkMatrix, and a durable build for demanding conditions [9] Strategic Partnerships - Vislink has partnered with Ericsson to join its Enterprise Wireless Solutions Industry 4.0 Partner Program, aiming to drive innovation in private 5G networks for live video transmission [5]

Core Insights - Vislink Technologies, Inc. announced that its DragonFly V 5G miniature wireless video camera transmitter won the TV Tech Best of Show Award at NAB 2025, highlighting its innovation in live video transmission technology [1][3]. Product Features - The DragonFly V 5G is designed for immersive, on-the-move live productions, featuring an ultra-compact design and advanced HD video transmission capabilities over 5G, making it the world's smallest cellular bonding transmitter [2][12]. - Key features include support for 5G and Wi-Fi, HEVC video encoding for high-quality streaming, remote configuration via a cloud-based management platform, and a durable build optimized for demanding environments [12]. Strategic Partnerships - Vislink has partnered with Ericsson to join its Enterprise Wireless Solutions Industry 4.0 Partner Program, aiming to drive innovation in private 5G networks and enhance live video transmission capabilities across various industries [5]. Industry Context - The demand for private 5G networks is growing, and Vislink's solutions are positioned to support this transformation, particularly in sectors such as broadcasting and public safety [4].

金融界4月16日消息，A股三大指数收盘涨跌不一，中证5G产业50指数 (5G 50，931406)下跌1.65%，报 1045.94点，成交额525.58亿元。 数据统计显示，中证5G产业50指数近一个月下跌15.33%，近三个月下跌6.87%，年至今下跌10.06%。 从中证5G产业50指数持仓样本的行业来看，信息技术占比54.38%、通信服务占比45.62%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 跟踪5G 50的公募基金包括：博时中证5G产业50ETF联接A、博时中证5G产业50ETF联接C、博时中证 5G产业50ETF。 据了解，中证5G产业50指数从沪深市场的5G产业链相关的上市公司证券中选取50只市值规模较大且营 收水平相对较高的证券作为指数样本，以反映沪深市场5G产业链代表性上市公司 ...

Group 1 - U Mobile has appointed Huawei and ZTE as technology partners to jointly deploy Malaysia's next-generation 5G network under a dual-network model [1][3] - The goal is to achieve 80% coverage in densely populated areas within the first 12 months and 90% coverage in the following 12 months, focusing on key sectors such as transportation hubs, healthcare, sports facilities, smart cities, and data centers [3] - U Mobile plans to finance the deployment of the second 5G network through a combination of internal funds, bank loans, supplier financing, and future IPO proceeds [4] Group 2 - U Mobile has invested over 8 billion ringgit (approximately 1.32 billion RMB) in network and technology infrastructure, with more than 10,000 network sites established [4] - U Mobile holds a 19% market share in Malaysia, while competitors CelcomDigi and Maxis hold 50% and 37% respectively [4] - The wholesale pricing for the 5G network is expected to be similar to the current rates set by the national digital company (DNB) [4] Group 3 - Huawei is recognized as a global leader in the 5G market, holding the highest number of 5G patents worldwide, and is committed to delivering a customized 5G-A network experience [4] - ZTE expressed its enthusiasm for being a technology partner and contributing to the development of Malaysia's telecommunications industry from 2G to 5G [5] - In March, CelcomDigi signed a memorandum of understanding with Huawei and ZTE to enhance digital experiences in Malaysia through advanced AI and next-generation connectivity technologies [6]

Core Viewpoint - RADCOM Ltd. (RDCM) has experienced a significant stock decline of 20.5% over the past three months, which is more pronounced than the 4.5% drop in the Computer-Networking industry, amid escalating trade tensions and tariff issues affecting overall market performance [1]. Group 1: Company Performance - RDCM's stock closed at $11.20, reflecting a 2.6% increase in the last session, but it remains 30% lower than its 52-week high of $15.98, raising questions about potential buying opportunities amid macroeconomic uncertainties [2]. - The company reported revenues of $61 million for 2024, marking an 18.2% year-over-year increase, and anticipates revenue growth of 12% to 15% for 2025, with a midpoint estimate of $69.2 million, indicating a 13.5% increase from 2024 [6]. Group 2: Innovation and Product Development - RADCOM specializes in cloud-native, automated service assurance for 5G networks and is focused on innovation, AI, and automation to support the transition to standalone 5G and cloud-native telecom infrastructure [3][4]. - The RADCOM ACE 5G assurance solution is being developed into scalable packages to cater to operators of various sizes, aiming to expand its product offerings [5]. - A new high-capacity user plane data capture and analytics solution, developed in collaboration with NVIDIA, is set to enhance network observability and customer experience insights, with a full commercial launch planned for early 2026 [10][12]. Group 3: Strategic Partnerships and Market Position - RDCM is pursuing a broader go-to-market strategy by showcasing its offerings at global events and integrating with large-scale platforms, such as its collaboration with ServiceNow to automate operational processes [9]. - The company has an attractive forward 12-month price-to-earnings ratio of 11.7, which is lower than the industry average of 17.93 from the previous year, presenting a compelling investment opportunity [7]. Group 4: Challenges and Risks - Increasing operating expenses, which rose to $9.4 million from $8 million year-over-year, could pressure margins, especially as the company ramps up R&D investments and anticipates higher sales and marketing costs [13]. - RDCM faces high customer concentration risk, relying on significant contracts with clients like Rakuten and Norlys, and any execution issues in productization could negatively impact revenue [14].

ASML Holding N.V. (ASML) is slated to report its first-quarter 2025 results on April 16.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.ASML expects revenues between €7.5 billion and €8 billion. The Zacks Consensus Estimate is pegged at $8.08 billion, indicating an increase of 40.7% from the year-ago quarter’s level.The Zacks Consensus Estimate for earnings is pegged at $6.12 per share, up 81.1% from the year-ago quarter’s earnings of $3.38. The estimate has been revised upward by 1 ...

Core Insights - Nokia Corporation has signed an agreement with ResetData to enhance Australia's AI infrastructure, focusing on compliance with national security and data sovereignty [1] - ResetData's AI Factories utilize liquid immersion cooling technologies, achieving up to 10 times more efficiency than traditional setups, with 40% lower cloud costs and 45% lower emissions [2] - Nokia's 7750 Service Router will provide the necessary speed and reliability for AI operations, supporting connectivity with speeds up to 800Gb/s [2] Group 1: Strategic Positioning - Nokia is well-positioned in the technology cycle due to its comprehensive end-to-end portfolio and growing installed base of high-capacity AirScale products, facilitating quick upgrades to 5G [3] - The company aims to create new business opportunities by transitioning customers to demand-driven operations, enhancing programmability and automation [4] - The collaboration with ResetData is expected to enhance Nokia's capabilities in delivering efficient AI infrastructure while addressing high-capacity connectivity demands [5] Group 2: Market Impact - Nokia's advancements in AI technology and 5G applications are expected to bolster its market position and drive incremental revenue through similar future agreements [6][7] - The company holds a substantial portfolio of approximately 20,000 patent families, including over 6,000 critical to 5G technology, establishing a strong foundation for innovation [6] - The partnership with ResetData is anticipated to strengthen Nokia's status as a leading telecommunications equipment provider in the region [7]

Core Viewpoint - The article emphasizes that the trade war and tariff policies initiated by the U.S. have no winners and are detrimental to all parties involved, urging the U.S. to abandon its extreme pressure tactics and resolve issues through dialogue based on equality and mutual respect [2][6]. Group 1: U.S. Tariff Policies - The U.S. has implemented a tariff policy that includes both exemptions and additional tariffs, which has been criticized as harmful and counterproductive [2]. - The Chinese government asserts that the U.S. is using tariffs as a weapon for unilateralism and economic bullying, which undermines global interests, including those of China and the EU [6]. Group 2: China-Latin America Relations - China maintains that its cooperation with Latin American and Caribbean countries is based on mutual support and does not involve geopolitical calculations, contrasting with U.S. actions that are seen as attempts to control the region [5]. - The article highlights that the U.S. has been accused of using tariffs and other means to exert pressure on Latin American countries, which is viewed as a form of neo-Monroeism [8]. Group 3: China-EU Coordination - China and the EU, as major global economies, are coordinating their responses to U.S. tariff policies, emphasizing the need for stability and certainty in the global economy [6]. - Both parties advocate for a multilateral trading system centered around the World Trade Organization (WTO) and aim to maintain healthy and stable global trade relations [6].

"世人看得很清楚，中拉合作是南南合作，只有相互支持，没有地缘算计。"林剑说，中方同拉美和加勒 比国家交往始终秉持平等相待、互利共赢的原则，从不寻求势力范围，也不针对任何第三方。美方反复 的抹黑攻击中国，一再渲染"中国威胁论"，不过是想以之为借口控制拉美和加勒比，注定不会得逞。 智通财经4月14日电，外交部发言人林剑主持4月14日例行记者会。会上有记者提问称：近日，美国国防 部长赫格塞思在巴拿马城举办的2025年中美洲安全会议上大肆渲染"中国威胁"，并就中国军队、中资企 业等发表攻击言论，宣称美方必须有力阻遏"中国在西半球威胁"，预防"战争爆发"。美国副国务卿兰多 在萨尔瓦多宣称，应只允许可信任供应商参与5G、网络安全、人工智能合作，防止中国进入。中方对 此有何评论? 美官员发布涉华消极言论 外交部驳斥：彻头彻尾的谎言和谬论 林剑对此表示，美方有关人士的言论充满了意识形态偏见和冷战思维，是彻头彻尾的谎言和谬论。是谁 将拉美和加勒比视为"后院"，大搞"新门罗主义"？是谁对拉美和加勒比国家的内政指手画脚？是谁高举 关税的大棒胁迫拉美和加勒比国家？是谁在全球大搞监听监控？是谁军事基地遍布西半球？是谁放任轻 小武器和弹 ...