联特科技今年以来股价涨52.19%，近5个交易日跌7.53%，近20日涨11.33%，近60日涨19.06%。 今年以来联特科技已经2次登上龙虎榜，最近一次登上龙虎榜为10月29日。 资料显示，武汉联特科技股份有限公司位于武汉市东湖新技术开发区九龙湖街19号，成立日期2011年10 月28日，上市日期2022年9月13日，公司主营业务涉及光通信收发模块的研发、生产和销售。主营业务 收入构成为：10G及以上光模块92.72%，10G以下光模块5.57%，材料销售及租赁等1.71%。 11月6日，联特科技盘中下跌2.06%，截至09:51，报114.89元/股，成交2.75亿元，换手率3.48%，总市值 149.06亿元。 联特科技所属申万行业为：通信-通信设备-通信网络设备及器件。所属概念板块包括：5G、出海概念、 IDC概念（数据中心）、光通信、CPO概念等。 资金流向方面，主力资金净流入207.92万元，特大单买入1170.84万元，占比4.26%，卖出1606.96万元， 占比5.85%；大单买入5903.55万元，占比21.48%，卖出5259.51万元，占比19.13%。 截至9月30日，联特科技股东 ...

Industry Overview - The Technology Services industry has experienced significant growth since the pandemic, driven by the rapid adoption of remote work and advancements in technology such as 5G, blockchain, AI, and ML [1] - The industry includes companies that produce, develop, and design software support, data processing, computing hardware, and communications equipment, catering to both consumer and business markets [2] Future Prospects - The demand for services in the industry remains healthy, with revenues and cash flows expected to return to pre-pandemic levels, supporting stable dividends for most players [3] - The sector benefits from broader economic recovery, with GDP growing at an annual rate of 3.8% in Q2 2025 and a Services PMI remaining above 50% for 11 of the past 13 months [4] Technological Advancements - The global shift towards digitization presents opportunities in markets such as 5G, blockchain, and AI, with the GenAI market projected to reach $59 billion by 2025 and a CAGR of 37.6% from 2025 to 2031 [5] Market Performance - The Zacks Technology Services industry ranks 94, placing it in the top 39% of over 243 Zacks industries, indicating strong near-term prospects [6][7] - Over the past year, the industry has outperformed the broader Zacks Business Services sector, increasing by 53% compared to a 7.5% decline in the sector and a 17.9% rise in the S&P 500 [8] Current Valuation - The industry is currently trading at an EV-to-EBITDA ratio of 17.19X, compared to the S&P 500's 18.33X and the sector's 10.49X, with a five-year trading range of 8.85X to 17.19X [11] Company Highlights Futu Holdings - Futu Holdings, a digital securities brokerage, reported a 69.7% year-over-year revenue increase in Q2 2025, with a significant operating margin expansion [16] - The company added 262,000 funded accounts, reaching a total of 2.7 million, with a 42% year-over-year growth in funded accounts [17] - Futu Holdings has a Zacks Rank 1 (Strong Buy), with earnings expected to grow 74.7% year-over-year in 2025 [18] Dave - Dave, a financial services platform, added 843,000 members, resulting in a 60% year-over-year revenue increase in Q3 2025 [19] - The company raised its full-year revenue guidance to $544-$547 million, up from $505-$515 million [21] - Dave holds a Zacks Rank 1, with earnings expected to soar 98.5% year-over-year in 2025 [22] Coherent Corp. - Coherent Corp. experienced a 16.4% year-over-year revenue growth in Q4 2025, driven by demand for 800G transceivers [23] - The company introduced a new 1.6T transceiver, contributing to improved profitability with a non-GAAP gross margin increase of 290 basis points [24] - Coherent has a Zacks Rank 2 (Buy), with earnings expected to rise 30% year-over-year in fiscal 2026 [25]

Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We are a registered investment adviser with the Securities Exchange Commission (SEC). We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds ...

Core Insights - Khaveen Investments is a global investment advisory firm focused on serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the SEC and offers a range of services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, utilizing global macro, fundamental, and quantitative strategies [1] - Core expertise lies in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Core Viewpoint - The A-share market showed a strong recovery with significant inflows into the AI computing and 5G communication sectors, indicating a bullish sentiment among investors [1] Group 1: Market Performance - The A-share market opened lower but rebounded strongly, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index all turning positive [1] - The AI computing sector continued to experience fluctuations but showed signs of recovery in the afternoon [1] Group 2: Fund Inflows - The Huaxia AI ETF (159381) has seen a substantial increase in fund inflows, attracting over 200 million yuan in the past seven trading days [1] - The 5G communication ETF (515050) recorded a net inflow of over 500 million yuan in the last ten days [1] Group 3: Sector Analysis - Multiple institutions believe that the current technology sector's position and overall valuation suggest that the bull market in technology is not yet over [1] - The North American computing industry is expected to see more certain earnings growth over the next two years, with current valuations remaining reasonable [1] - CITIC Securities noted that market sentiment remains high around the technology sector, particularly in AI computing, as the third-quarter earnings reporting period is underway [1] Group 4: ETF Details - The 5G communication ETF (515050) tracks the CSI 5G Communication Theme Index, focusing on companies like Nvidia, Apple, and Huawei, with a total scale exceeding 8 billion yuan [2] - The ETF has a high "hard technology" purity, with nearly 90% of its core sectors in communication and electronics [2] - The Huaxia AI ETF (159381) tracks the ChiNext AI Index, with a significant weight in optical modules and coverage of domestic software and AI application companies [2]

Core Viewpoint - The stock of Korys has shown a significant increase in price and trading activity, indicating positive market sentiment and potential growth opportunities for the company [1][2]. Group 1: Stock Performance - As of November 5, Korys' stock price increased by 2.15% to 46.05 CNY per share, with a trading volume of 34.26 million CNY and a turnover rate of 4.63%, resulting in a total market capitalization of 2.544 billion CNY [1]. - Year-to-date, Korys' stock price has risen by 31.38%, with a 4.54% increase over the last five trading days, an 8.53% increase over the last 20 days, and a 3.60% increase over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Korys achieved a revenue of 128 million CNY, reflecting a year-on-year growth of 2.88%. However, the net profit attributable to shareholders was 10.43 million CNY, which represents a year-on-year decrease of 22.19% [2]. - Since its A-share listing, Korys has distributed a total of 90.44 million CNY in dividends [3]. Group 3: Shareholder Information - As of September 30, 2025, Korys had 6,894 shareholders, a decrease of 4.21% from the previous period, with an average of 2,357 circulating shares per shareholder, which is an increase of 4.40% [2]. - Notable institutional shareholders include Nuoan Multi-Strategy Mixed A, which is the fourth largest shareholder with 239,200 shares, and CITIC Prudential Multi-Strategy Mixed (LOF) A, the seventh largest shareholder with 207,300 shares, both of which are new entrants [3].

11月5日，杭电股份盘中上涨2.09%，截至11:03，报8.31元/股，成交1.55亿元，换手率2.73%，总市值 57.45亿元。 资料显示，杭州电缆股份有限公司位于浙江省杭州市富阳区东洲街道永通路18号，成立日期2002年4月 17日，上市日期2015年2月17日，公司主营业务涉及电线电缆产品的研发、生产、销售和服务。主营业 务收入构成为：缆线76.11%，导线8.58%，铜箔6.87%，民用线2.51%，塑料2.14%，光缆2.01%，光纤 1.45%，其他0.33%。 资金流向方面，主力资金净流入1393.50万元，特大单买入1199.81万元，占比7.75%，卖出689.51万元， 占比4.45%；大单买入3349.02万元，占比21.63%，卖出2465.82万元，占比15.92%。 杭电股份所属申万行业为：电力设备-电网设备-线缆部件及其他。所属概念板块包括：光纤光缆、高 铁、轨道交通、5G、光通信等。 杭电股份今年以来股价涨54.75%，近5个交易日跌6.00%，近20日跌12.53%，近60日涨24.96%。 今年以来杭电股份已经13次登上龙虎榜，最近一次登上龙虎榜为9月26日。 截至9月 ...

11月5日，长飞光纤盘中下跌2.01%，截至10:32，报80.92元/股，成交3.21亿元，换手率0.96%，总市值 613.30亿元。 资金流向方面，主力资金净流出1581.26万元，特大单买入2459.02万元，占比7.65%，卖出2823.01万 元，占比8.79%；大单买入5762.68万元，占比17.94%，卖出6979.95万元，占比21.73%。 长飞光纤今年以来股价涨173.18%，近5个交易日跌11.08%，近20日跌19.75%，近60日涨42.64%。 今年以来长飞光纤已经10次登上龙虎榜，最近一次登上龙虎榜为9月18日。 分红方面，长飞光纤A股上市后累计派现21.29亿元。近三年，累计派现9.43亿元。 机构持仓方面，截止2025年9月30日，长飞光纤十大流通股东中，德邦鑫星价值A（001412）位居第六 大流通股东，持股373.23万股，为新进股东。香港中央结算有限公司位居第七大流通股东，持股318.74 万股，相比上期减少276.22万股。中欧价值发现混合A（166005）、财通价值动量混合A（720001）退 出十大流通股东之列。 责任编辑：小浪快报 资料显示，长飞光纤光缆股份 ...

Core Viewpoint - Bomin Electronics experienced a decline in stock price by 2.06% on November 5, with a current price of 11.43 CNY per share and a market capitalization of 7.205 billion CNY [1] Financial Performance - For the period from January to September 2025, Bomin Electronics achieved a revenue of 2.592 billion CNY, representing a year-on-year growth of 10.87%. However, the net profit attributable to shareholders decreased by 21.26% to 40.129 million CNY [2] - The company has distributed a total of 130 million CNY in dividends since its A-share listing, with cumulative distributions of 25.216 million CNY over the past three years [2] Stock Market Activity - The stock price of Bomin Electronics has increased by 35.75% year-to-date, but it has seen a decline of 6.69% over the last five trading days and 13.15% over the last twenty days [1] - The company has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on July 9, where it recorded a net buy of -86.266 million CNY [1] Shareholder Information - As of September 30, 2025, the number of shareholders for Bomin Electronics reached 59,200, an increase of 10.95% from the previous period. The average number of circulating shares per shareholder decreased by 9.87% to 10,646 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fifth largest, holding 10.5417 million shares, which is an increase of 6.2976 million shares from the previous period [2] Business Overview - Bomin Electronics, established on March 25, 2005, and listed on December 9, 2015, specializes in the research, production, and sales of high-precision printed circuit boards (PCBs) and related electronic components [2] - The company's revenue composition includes 75.03% from printed circuit boards, 21.05% from customized electronic components, and 3.93% from other sources [2] - Bomin Electronics operates within the electronic components industry, specifically in the PCB sector, and is associated with concepts such as robotics, Huawei, BYD, and 5G [2]

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