亚德诺第四财季营收和盈利指引超出分析师预期，因为该公司预计尽管存在关税不确定性，但其产品的 市场需求仍将保持稳定。据 LSEG 收集的数据，该公司预测第四季度营收为 30 亿美元，上下浮动 1 亿 美元，高于分析师预测的 28.2 亿美元。该公司预计经调整后第四季度每股利润为 2.22 美元，上下浮动 0.1 美元，高于分析师预测的 2.03 美元。 此外，该公司还宣布了每股 0.99 美元的季度股息，该股息将于 9 月 2 日时向登记在册的股东支付，支 付将于 9 月 16 日进行。 智通财经APP获悉，周三，亚德诺(ADI.US)公布第三财季业绩。Q3营收为 28.8 亿美元，同比增长 24.7%，高于分析师预测的 27.7 亿美元。调整后每股盈利为 2.05 美元，高于市场预期的 1.95 美元。 这家芯片制造商得益于其工业领域的需求增长，从而实现了良好的订单预订趋势和订单积压量的增长， 因为制造商们在面对美国关税政策的变化时提前发货。工业部门的营收占公司总销售额的 45%，在第 三季度增长了 23%，达到 12.9 亿美元。 该公司首席执行官Vincent Roche说道："我们在第三季度结束时继续保 ...

Group 1: Core Insights - The report by Bruegel compares the innovation capabilities in critical technologies (AI, quantum computing, and semiconductors) among companies in China, the EU, and the US, highlighting the leading positions of various entities in these fields [1][2]. Group 2: Regional Innovation Ecosystem Differences - US innovators dominate in quantum computing and have a significant advantage in AI, with key innovations concentrated among major tech companies [2]. - European innovators lag in all fields but perform relatively well in quantum computing, with most frontier innovators coming from research institutions rather than companies [2]. - Chinese innovators excel in semiconductors, with a distribution of frontier innovators that falls between the US and EU [2]. Group 3: Patent Application Trends - AI: From 2019 to 2023, China's AI patent applications surged from 29,000 to nearly 63,000, significantly outpacing the US; however, US patents are often more novel in many AI subfields [3]. - Semiconductors: The US leads with over 210,000 patents annually, while the EU has the fewest [3]. - Quantum Computing: The US holds the most patents, with China and the EU following, and the gap between the EU and China is widening [3]. Group 4: Key Entities in Patent Trends - AI in China: Major innovators include Huawei, Ping An Group, DJI, Tencent, Baidu, ByteDance, and OPPO, with Huawei leading in 2023 with a 34.09% share of breakthrough innovations [4][5]. - AI in the US: Major players include Google, Microsoft, and IBM, with Google holding a 23.86% share in 2023 [6]. - AI in the EU: The number of breakthrough innovations increased from 70 in 2019 to 90 in 2023, with key innovators like Ericsson and Nokia [7]. Group 5: Semiconductor Innovations - In semiconductors, European companies like Osram and Siemens have a significant share of total patents, while US firms like IBM and Micron are crucial players in frontier innovations [8]. Group 6: Quantum Computing Innovations - The EU's breakthrough innovations in quantum computing are nearly on par with China's, primarily driven by public research institutions [9].