12 月 3 日上午，Meta（Meta Platforms, Inc.，纳斯达克代码：META）发布了超出市场预期的利好消息。 这家市值 1.6 万亿美元的巨头 宣布，计划裁减高达 30% 的元宇宙业务员工。部分普通投资者可能会感到困惑 —— 毕竟，他们或许早已忘记，公司 CEO 马克・扎克伯格 多年前提出的元宇宙愿景仍有大规模业务在运营。 尽管如此，市场对未来一年的每股收益增长预期依然较高，而当前市盈率显然并未过度高估。其他亮点包括：Meta 旗下应用的每日活跃用户 （DAU）总量达 35 亿，Threads 的日活用户已突破 1.5 亿。 回顾 2021 年 10 月，当时人工智能尚未成为主流投资主题，增强现实（AR）被视为值得投入巨额资本支出的前沿技术革新，Meta 也正是在 那时从 "Facebook" 更名为现用名。然而，在过去 50 个月里，市场格局发生了巨大变化，Meta 已在人工智能军备竞赛中展现出激进的竞争 姿态 —— 而这种主动出击的背后，也蕴含着相当程度的战略灵活性。 分析师认为，Meta 收缩元宇宙业务引发的上涨是一个积极信号：聚焦人工智能领域，同时兼顾资产负债表稳定性，将有助于这家 ...

证券之星消息，12月5日通信服务板块较上一交易日下跌1.77%，超讯通信领跌。当日上证指数报收于 3902.81，上涨0.7%。深证成指报收于13147.68，上涨1.08%。通信服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300560 | 中富通 | 19.40 | 9.42% | 52.55万 | | 9.9676 | | 300921 | 南凌科技 | 24.35 | 7.65% | 11.28万 | | 2.71亿 | | 300959 | 线上线下 | 11 110.85 | 4.47% | 7.41万 | | 8.12亿 | | 002467 | 二六三 | 6.26 | 4.16% | 110.82万 | | 6.94亿 | | 300310 | 宜通世纪 | 6.27 | 3.64% | 35.53万 | | 2.20亿 | | 002544 | 普天科技 | 30.81 | 3.08% | 57.69万 | | 17.63亿 | | ...

格隆汇12月5日丨中富通(300560.SZ)在互动平台表示，公司主营业务是通信服务业务、信息化软件服务 业务、数字营销业务、边缘计算等业务；公司目前暂未布局商业航天相关业务。 ...

格隆汇12月5日丨宜通世纪(300310.SZ)在互动平台表示，行业6G通信技术目前尚处于从实验室走向现实 应用的研究和探索阶段，距离商用和规模化部署还需要很长的时间。公司目前未涉及6G领域，亦无6G 相关产品应用。 ...

"芜"限可能 柔性智造 原标题：绽放杯载誉领航 安徽联通5G赋能千行百业彰显实效 近日，第八届"绽放杯"5G应用征集大赛全国总决赛在合肥圆满落幕，大赛以"智启新质千行竞，扬 帆升级百业兴"为主题，旨在落实"扬帆"升级方案，推动5G-A技术产业成熟与融合创新，深化5G在经济 社会各领域的数字化、智能化赋能。 经过专题赛初赛、复赛、决赛及全国赛复赛、决赛共五轮激烈角逐，安徽联通从全国4.4万个参赛 案例中脱颖而出，荣获全国总决赛一等奖1项、三等奖2项，并摘得全国标杆赛银奖1项，刷新了安徽联 通历届"绽放杯"参赛最佳战绩。 铜都智造 "皖"美转型 作为中国古铜都、当代有色金属产业重镇，铜陵始终走在工业转型前沿。铜陵有色集团携手安徽联 通等产业伙伴联合打造的"5G引领有色金属智能生产融合新示范：铜都智启未来共创高效生产新时 代"项目，历经多轮比拼，最终荣获全国总决赛一等奖。该项目构建了覆盖全集团、跨厂区的5G专网体 系，融合TSN、MEC与5G LAN等关键技术，实现终端"即插即用"，日均活跃终端超5000台。 项目贯穿有色金属采选、冶炼、深加工等全流程，落地84项5G融合应用场景，典型场景包括 5G+闪速炉无线测温 ...

Financial Data and Key Metrics Changes - Consolidated revenue increased by 4% to $323 million, driven by growth in the three segments: NRS, fintech, and net2phone, which together grew by 16% [9][10] - Consolidated gross profit rose by 10% to a record $118 million, resulting in a gross margin of 37% [9][10] - Adjusted EBITDA reached a record $37.9 million, with an adjusted EBITDA margin of 11.7%, reflecting a 26% year-over-year growth [10][17] - Earnings per share (EPS) increased by 31% to $0.89, while non-GAAP diluted EPS climbed by 32% to $0.94 [10] Business Line Data and Key Metrics Changes - NRS reported a 22% increase in recurring revenue, reaching $35 million, with income from operations up 35% to $9 million [12] - The fintech segment's income from operations nearly doubled, increasing by 97% to $6 million, and adjusted EBITDA rose by 87% to $7.5 million [13] - Net2phone's revenue increased by 10% on a net reported basis, with income from operations rising 94% to $2 million [15] Market Data and Key Metrics Changes - Boss Money's digital channel generated 84% of transactions, with revenue growth of 20% [12] - NRS's merchant services revenue grew by 38%, while sales fees increased by 30%, offsetting a 15% decline in advertising and data revenue [12] Company Strategy and Development Direction - The company is focusing on holistic solutions that combine multiple offerings tailored to customer needs, particularly in the net2phone segment [6][14] - There are plans to explore adjacent markets, including food service and international markets, with potential acquisitions to accelerate growth [20][21] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about long-term growth opportunities through innovation in both current and adjacent markets [4][12] - The company is monitoring the impact of new federal excise taxes on cash remittances and its effects on retail businesses [18] Other Important Information - The Delaware Supreme Court dismissed all claims against IDT in the Straight Path Class Action suit, positively impacting the company [6] - The company held $220 million in cash and equivalents as of October 31, 2025, a decrease from the previous quarter [16] Q&A Session Summary Question: Expectations for special dividends or accelerated buybacks - Management indicated they are not looking at large M&A opportunities currently but may consider small acquisitions for NRS [18] Question: Additions of net payment processing accounts - The additions are primarily from businesses that require a POS [19] Question: Adjacent markets for growth - Management mentioned several adjacent markets, including food service and various verticals within the U.S. [20] Question: Potential for expanding into other countries - There is interest in expanding internationally, with potential acquisitions being considered [21] Question: Comments on IDT Global's top-line revenue - Management highlighted the resilience of the IDT Global business, focusing on maximizing gross profit despite fluctuations in revenue [23]

Core Viewpoint - State Grid Information Communication (国网信通) announced a mid-term dividend plan, proposing a cash dividend of 0.05 yuan per share (including tax), totaling nearly 60 million yuan, reflecting the company's commitment to shareholder returns and its stable operational performance [1] Group 1 - The company has consistently increased its dividend payout in recent years, with cumulative dividends over the past three years exceeding 90% of the average annual profit during that period, indicating a strong commitment to shareholder value [1] - The mid-term dividend represents about one-fifth of the net profit for the first nine months of the year, complementing the annual dividend plan and demonstrating the company's balance between R&D investment, business expansion, and shareholder returns [1] - The stable dividend rhythm conveys confidence in the company's development and serves as a reliable value proposition for investors [1]

证券日报网讯 12月4日，华星创业在互动平台回答投资者提问时表示，上市公司股价不但受公司内在价 值影响，还受到宏观环境、行业政策、投资者预期等外部因素影响，存在不确定性，敬请投资者注意投 资风险。公司近几年业绩亏损，管理层努力通过技术创新、市场拓展、成本优化等举措，努力改善公司 业绩。 （编辑 楚丽君） ...

格隆汇12月4日丨华星创业(300025.SZ)在投资者互动平台表示，公司目前没有芯片的生产。 ...

格隆汇12月4日丨华星创业(300025.SZ)在投资者互动平台表示，公司目前未涉及光模块业务。 ...