中新网福建南安2月26日电 (记者 孙虹)以"创新互联，新质机遇"为主题，2026中国(泉州)专用通信暨应 急产业博览会26日在南安·福建成功国际会展中心开幕，为来自中国、伊朗、也门、沙特等20多个国家 和地区的海内外采购商、参展商搭建供需互利的平台。 据悉，为期3天的本次展会聚焦专用通信、新质应急、运营服务和跨境融合行业全产业链，展览面积达 10000平方米，设置400多个国际标准展位，吸引130家上下游企业参展。 2月26日，2026中国(泉州)专用通信暨应急产业博览会在南安·福建成功国际会展中心开幕。(南安市委宣 传部供图) 展会组委会相关负责人介绍，本次展会强化了对海外采购商的定向邀请，并积极协同阿里巴巴国际站、 亚马逊等全球跨境电商平台，共同拓展国际营销渠道，深度打通产业内部资源与外部市场之间的循环通 道，强化博览会在促进产销对接、推动产业协同方面的核心优势，为构建高效的现代化产业流通体系提 供有力支撑。 近年来，南安坚持创新链、产业链、资金链、人才链"四链融合"战略，推动产业向高端化、智能化、国 际化迈进，涌现出一批掌握核心技术、具有市场竞争力的龙头企业和专精特新企业，产业规模持续壮 大，创新能力 ...

Core Viewpoint - The market is experiencing a divergence, with significant capital flowing into AI hardware while other sectors like film and real estate are declining [3][4]. Group 1: Market Performance - The indices showed little movement, with the Shanghai Composite Index down 0.01%, the ChiNext Index down 0.29%, and the Shenzhen Component Index up 0.19% [1]. - Trading volume increased significantly to 2.55 trillion yuan, indicating active market participation despite stagnant indices [1][6]. Group 2: AI Hardware Sector - AI hardware stocks surged following Nvidia's earnings report, which revealed a 75% increase in data center revenue and optimistic guidance for the next quarter [3]. - Companies like Tianfu Communication, Hengtong Optic-Electric, and Shunling Environment reached historical highs, reflecting strong investor interest in the AI hardware supply chain [3][4]. Group 3: Investment Strategy - Caution is advised against chasing high prices in the AI hardware sector, as many stocks have reached new highs and profit-taking could occur [5][6]. - Two investment opportunities are highlighted: looking for "lagging" stocks within AI hardware that have not yet surged and identifying quality stocks in sectors like film and real estate that have been oversold but remain fundamentally sound [6]. - Emphasis on maintaining a balanced position in the market is crucial, given the rapid rotation of funds between sectors [6].

Safety and security are at the heart of everything we do at Motorola Solutions. We build and connect technologies to help protect people, property and places. Our solutions foster the collaboration that's critical for safer communities, safer schools, safer hospitals, safer businesses, and ultimately, safer nations. Learn more about our commitment to innovating for a safer future for us all at www.motorolasolutions.com. CHICAGO--(BUSINESS WIRE)--Motorola Solutions, Inc. (NYSE: MSI) today announced that its ...

证券日报网讯2月25日，兆龙互连（300913）在互动平台回答投资者提问时表示，公司单通道224G高速 产品目前正积极配合AI数据中心领域的客户开展产品验证工作；同时，公司已有单通道448G高速产 品，将继续推进产品优化与客户验证相关工作。 ...

With a market cap of $307.1 billion, Cisco Systems, Inc. (CSCO) is a global leader in networking infrastructure, cybersecurity, and enterprise connectivity software. Founded in 1984 and headquartered in San Jose, Cisco provides the hardware, software, and services that enable secure data transmission across corporate networks, cloud environments, and the internet backbone. Companies worth $200 billion or more are generally described as "mega-cap stocks." CSCO fits right into that category, with its marke ...

Netanya, Israel, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Silynxcom Ltd. (NYSE American: SYNX) (“Silynxcom” or the “Company”), a manufacturer and developer of ruggedized tactical communication headset devices, today announced the receipt of two new purchase orders from first-response units in two European countries. The first order is a repeat purchase from a police department in Europe. This customer has previously acquired and is actively using the Company’s advanced tactical headset systems and related communic ...

Core Insights - Vistance Networks, Inc. (VISN) is set to report its fourth-quarter 2025 earnings on February 26, with sales estimated at $1.5 billion and earnings per share (EPS) at 45 cents [1][6] - The company has maintained steady earnings estimates of $1.65 per share for 2025 and $1.80 per share for 2026 over the past 60 days [1][2] Earnings Performance - Vistance has achieved an average earnings surprise of 144% over the last four quarters, consistently beating estimates [2][3] - The last reported quarter showed a significant earnings surprise of 67.6% [2][3] Earnings Whisper and ESP - The current Earnings Surprise Prediction (ESP) for Vistance is 0.00%, with a Zacks Rank of 3 (Hold), indicating uncertainty regarding an earnings beat for the upcoming quarter [4][6] Factors Influencing Performance - Vistance has launched new products, including a secure bootloader signing solution and a RUCKUS MDU suite featuring AI and Wi-Fi 7 solutions, which are expected to generate customer interest and incremental revenues [7][8] - However, the company faces challenges such as trade tensions, weak orders, high inventory levels, and macroeconomic headwinds that may negatively impact net sales [9][6] Price Performance - Over the past year, Vistance's stock has increased by 294.4%, outperforming the industry average growth of 132.6% [10] - Competitors like Bandwidth Inc. and Anterix Inc. have seen declines of 10.8% and 6.9%, respectively, indicating Vistance's strong market position [10] Valuation Metrics - Vistance's shares are trading at a price/sales ratio of 0.67, which is higher than the industry average of 0.54 and above its historical mean of 0.22, suggesting a relatively expensive valuation [14] Investment Considerations - The company is focusing on cost-cutting measures and core operations while pursuing inorganic growth to enhance its technological capabilities [15] - The acquisition of Casa Systems' Cable Business assets is expected to strengthen Vistance's portfolio and meet the demand for reliable network connectivity [15] Challenges Ahead - Increasing competition and ongoing U.S.-China trade tensions are likely to impact Vistance's performance [16] - Volatility in raw material prices and high customer inventory levels may hinder order flow and profitability [16] Strategic Focus - Vistance aims to drive shareholder value through profitable growth, operational efficiency, and portfolio optimization, while expanding its market presence beyond North America [17] - The company is investing in capacity expansion to meet product demand and address backlog issues [17]

Company Performance Goals - Motorola Solutions has set a revenue target of approximately $12.6 billion for 2026, based on strong performance in Q3 2025, including a record backlog of $14.6 billion and double-digit growth in software and services [2] - The management expects continued improvement in operating profit margins and operating cash flow, driven by the integration of artificial intelligence technologies, increased demand in public safety and defense sectors, and contributions from acquisitions like Silvus Technologies [2] Strategic Advancements - The company is expanding its business boundaries through acquisitions, such as the $4.4 billion acquisition of wireless communication equipment provider Silvus Technologies in May 2025, aimed at enhancing its presence in the defense security market [3] - In November 2025, Motorola Solutions acquired AI-driven remote video monitoring service provider Blue Eye to strengthen its video security solution capabilities, with integration progress and order growth (e.g., Silvus adding approximately $200 million in backlog) potentially impacting 2026 performance [3] Business and Technology Development - Key products like the APX NEXT communication devices are expected to reach a deployment volume of 300,000 units by the end of 2026, while innovative solutions such as the SVX system are anticipated to drive order growth [4] - The management is aware of potential risks such as tariff policies and government budget stalemates but maintains confidence in long-term growth [4]

Group 1 - Arista Networks (NYSE:ANET) is recognized as one of the top 11 communication equipment stocks favored by hedge funds [1] - Analyst Michael Genovese from Rosenblatt raised the price target for Arista Networks from $140 to $165, indicating a 20% upside potential at current levels while maintaining a Neutral rating [1][2] - The company is expected to announce its fourth-quarter results soon, with positive developments noted in recent wins and opportunities [2] Group 2 - Arista Networks specializes in high-performance, software- and data-driven client-to-cloud networking solutions, focusing on AI, data center, and routing architectures [4] - The company emphasizes low latency, automation, high-speed, and scalability, serving diverse market segments including cloud service providers, financial services, government, healthcare, education, and energy [4] - Recent developments in Microsoft's AI chip rollout are seen as beneficial for Arista, as it reduces dependency on Nvidia and supports Ethernet-driven scale-up for AI workloads [3]

Group 1 - Nokia Oyj (NYSE:NOK) is recognized as one of the 11 best communication equipment stocks according to hedge funds, with a moderately bullish consensus sentiment as of February 9, featuring 5 Buy ratings, 1 Hold rating, and 1 Sell call, alongside a projected median 1-year price target of $7.18 [1] - On February 10, Nokia announced the transfer of 2,622,652 shares to participants in its equity-based incentive plans, which relates to a board resolution for settling commitments from an incentive plan previously announced on October 2, 2025, leaving the company with 139,291,855 shares [1] - J.P. Morgan's Sandeep Deshpande reiterated an Overweight rating on Nokia on February 2, raising the price target from $8 to $8.20, indicating a potential upside of 16% from the current level [2] Group 2 - Nokia Oyj is a Finland-based B2B technology innovation company that provides mobile, fixed, and cloud network solutions, operating primarily through two segments: Network Infrastructure and Mobile Networks, focusing on AI-powered connectivity and technology licensing services [3]