场内ETF方面，截至2025年10月15日收盘，创业板指数强势上涨2.36%，创业板ETF广发(159952)收涨 2.35%。拉长时间看，截至收盘，创业板ETF广发近3月累计上涨超37%。成分股方面，长盈精密上涨 14.19%，信维通信上涨11.31%，扬杰科技、华大九天等个股跟涨。前十大权重股合计占比57.49%，其 中阳光电源上涨8.31%，胜宏科技上涨6.28%，宁德时代、亿纬锂能等跟涨。Wind数据显示，创业板指 数高配新能源行业，行业权重占比电池（26.62%）、通信设备（15.23%）、证券（6.57%）、光伏设备 （6.51%）等。 规模方面，截至2025年10月14日，创业板ETF广发近1月规模增长3.22亿元，实现显著增长，新增规模 位居可比基金第一。份额方面，创业板ETF广发最新份额达80.85亿份，创近3月新高。从资金净流入方 面来看，创业板ETF广发近7天获得连续资金净流入，最高单日获得1.67亿元净流入，合计"吸金"5.80亿 元。 中信建投指出，当前北美链科技股市会受到偏情绪面的影响，但建议冷静对待，毕竟产业趋势没问题， 4月也有过相关经历。短期情绪波动不改产业趋势，仍建议继续关 ...

证券之星消息，10月15日通信设备板块较上一交易日上涨1.64%，ST路通领涨。当日上证指数报收于 3912.21，上涨1.22%。深证成指报收于13118.75，上涨1.73%。通信设备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300638 | 广和通 | 8337.68万 | 6.18% | -7620.69万 | -5.65% | -716.99万 | -0.53% | | 600522 | 中天科技 | 6034.71万 | 3.52% | -5903.06万 | -3.44% | -131.65万 | -0.08% | | 688027 | 園盾量子 | 5932.26万 | 2.39% | -5635.00万 | -2.27% | -297.27万 | -0.12% | | 002281 | 光迅科技 | 5001.13万 | 3.73% | 1059.37万 | 0.79% ...

中证报中证网讯（王珞）10月14日，"6G无限·未来已来——6G技术与产业创新论坛"在武汉·中国光谷科 技会展中心成功举行。作为2025东湖论坛的重磅平行论坛，此次会议由湖北省科学技术厅、中国信息通 信科技集团有限公司（下称"中国信科集团"）主办，中信科移动通信技术股份有限公司（下称"中信科 移动"）、无线移动通信全国重点实验室、武汉市星地融合新一代无线通信产业创新联合实验室共同承 办。 中国信科集团党委书记、董事长何书平在致辞中表示，集团将坚决扛起湖北省委、省政府赋予的信任与 重托，牢牢把握新一轮科技革命与产业变革机遇。未来，中国信科集团将聚焦6G前沿技术攻关与产业 链协同，坚定不移走科技自立自强之路，把6G及卫星互联网作为"十五五"重点战略方向，积极构建"平 台-技术-场景-生态"四位一体新发展模式，助力湖北省打造全国6G技术创新策源地和产业发展主阵地， 为中国式现代化湖北篇章贡献力量。 论坛核心环节，中国信科集团联合湖北省内高校及产业链上下游企业，共同发起湖北省"6G技术与产业 创新行动倡议"。该倡议旨在整合省内产学研用各方资源，打破壁垒、协同推进，共建自主可控、开放 共赢的6G产业生态，明确四大重点举 ...

Group 1 - The company, Jiuziyang (300516.SZ), has stated that it has not yet conducted any technical research in the field of quantum communication [1]

"我们要舍得打炮弹，把山头打下来，下面的矿藏都是你的了。" 任正非的很多认识都与众不同，在华为创业初期，别人都是在抓市场抓业务，因为那样带来现金流，能 多赚钱。 而在任正非看来，皮之不存毛将焉附，通信产品的根本是在于技术和产品，所以华为是大力投入研发的 理念，而且把长期投入列为了公司的"基本法"，构成了大原则。 有人质疑和批评过任正非的这种理念，认为太笨，不够聪明，但后来都老实了，现实告诉他们没有自己 研发带来的核心技术和知识产权就没有话语权和主导权，无法参与行业的规则制定。 所以任正非眼光比很多人都长远，他超越了赚钱和输赢的层面，他的目标是市场格局和商业生态，有了 这两样，就自然能够驾驭竞争，赚钱不难了。 不能为未来投资的企业，没有大的发展前途。 其实不光是企业，个人和家庭，包括国家都是一样的道理。我有个亲戚在孩子小的时候就念叨上学没 用、知识没用，不如早点做工赚钱，于是他家孩子不到18岁就退学了，父子俩后来完全是经济关系，一 二十年后儿子没赚多少钱，父子关系也很紧张。 有时候不能只看当前的花费多少，还要考虑长远利益的问题。 因此他们在需要花钱的时候就很谨慎，抠抠搜搜，唯恐浪费钱。这一方面是习惯导致的，一方 ...

杰富瑞将爱立信欧股目标价从80瑞典克朗上调至94瑞典克朗。 ...

Core Viewpoint - The recent approval for eSIM technology marks a significant advancement in mobile communication, transitioning from physical SIM cards to virtual electronic SIM cards, enhancing device design and functionality [1] Group 1: eSIM Technology Overview - eSIM technology replaces physical SIM cards with electronic data files, allowing users to activate mobile services without inserting a physical card [1] - The absence of a physical card slot enables thinner devices and provides more internal space for expansion [1] Group 2: Commercial Launch and Support - China Unicom, China Mobile, and China Telecom received approval on October 13 to conduct commercial trials for eSIM mobile services [1] - During the trial phase, online activation will not be available; users must visit physical stores to activate their eSIM services [1] Group 3: Supported Devices - Current eSIM-compatible devices include models from Apple, Huawei, and OPPO, which will be available for sale soon [1]

Group 1 - The A-share market experienced fluctuations on October 14, with strong performance in sectors such as finance, liquor, photovoltaic equipment, and coal, while semiconductor, small metals, communication equipment, and battery sectors underperformed [1][2] - Market expectations for policy improvements are rising, coupled with the potential for interest rate cuts by the Federal Reserve, which may support the market [1][2] - The upcoming third-quarter reports are expected to show a rebound in profit growth across most industries due to a low base from last year, which will enhance market confidence [1][2] Group 2 - The A-share market opened high but closed lower, indicating a lack of continuation in the recovery trend, influenced by uncertainties in US-China trade relations and a need for adjustment in the previously high-performing technology sector [2] - All three major indices fell below the 10-day moving average, suggesting a more ambiguous overall market trend and increased short-term risks [2] - Despite short-term caution, medium-term factors such as the ongoing AI investment wave, improved performance expectations from domestic "anti-involution," and liquidity improvements from household savings entering the market remain unchanged [2]

Group 1 - The A-share market experienced fluctuations on October 14, with strong performance in sectors such as finance, liquor, photovoltaic equipment, and coal, while semiconductor, small metals, communication equipment, and battery sectors underperformed [1][2] - Market expectations for policy support are rising, alongside the potential for interest rate cuts by the Federal Reserve, which may bolster market confidence [1][2] - The upcoming third-quarter earnings reports are anticipated to show a rebound in profit growth across most industries due to a low base from the previous year, which is expected to strengthen market fundamentals [1] Group 2 - The A-share market opened high but closed lower, indicating a lack of continuation in the recovery trend, influenced by uncertainties surrounding U.S.-China trade issues and a recent pullback in technology stocks [2] - All three major indices fell below the 10-day moving average, suggesting a more ambiguous overall market trend and increased short-term risks [2] - Despite short-term caution, the medium-term outlook remains positive due to sustained interest in technology investments driven by the global AI wave, improved liquidity from household savings entering the market, and favorable global liquidity conditions from potential Federal Reserve rate cuts [2]

展望未来，爱立信预计第四季度企业业务有机销售额将企稳，无线接入网(RAN)市场整体保持稳定。截 至目前，公司净现金头寸已增至 519 亿瑞典克朗，这为后续增加股东回报(分配)提供了空间。 智通财经APP获悉，周二，爱立信(ERIC.US)大涨超16%，创三年新高，报9.51美元。消息面上，数据显 示，爱立信Q3经销售额从去年同期的 618 亿瑞典克朗降至 562 亿瑞典克朗，有机销售额(注：剔除并 购、剥离等非经营性因素的销售额)同比下降 2%。尽管第三季度销售额同比下降 9%，但得益于运营优 化推动毛利率显著提升，其经调整季度利润仍超出分析师预期。调整息税前利润(EBIT)达 155 亿瑞典克 朗(约合 16.2 亿美元)，高于分析师此前预计的 141 亿瑞典克朗，去年同期为73亿瑞典克朗。第三季度经 调整息税折旧摊销前利润(EBITA)为158亿瑞典克朗(约合16.7亿美元)，而去年同期这一数字为77.6亿瑞 典克朗。 ...