证券日报网讯12月9日，金禄电子（301282）在互动平台回答投资者提问时表示，公司产品有应用于光 模块，暂未应用于6G领域。 ...

Group 1 - The computer industry is entering a new phase of AI competition characterized by "strong reasoning + native multimodal" capabilities, with significant advancements from models like Kimi K2 Thinking, Gemini 3, and DeepSeek-V3.2 [1] - The demand for AI computing power is expected to grow due to the effectiveness of scaling laws in the electronics industry, with PCB demand likely to maintain high growth, driven by capacity release and product structure optimization [1] - The humanoid robot industry is transitioning from concept validation to commercialization, presenting opportunities for key component and complete machine companies to benefit from a "Davis double hit" [1] Group 2 - The Science and Technology Innovation ETF (588360) tracks the Science and Technology Innovation 50 Index (931643), which has a daily fluctuation of 20%, selecting 50 emerging industry stocks with large market capitalization and good liquidity from the Sci-Tech and ChiNext boards [1] - The index focuses on companies with strong technological attributes and high growth potential, covering core sectors such as information technology, new energy, and biomedicine, aiming to reflect the overall performance of listed companies in China's frontier industries [1]

天眼查App显示，近日，深圳前海阳合通电子有限公司成立，法定代表人为吴立威，注册资本1000万人 民币，经营范围为一般经营项目是：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广；计算机软硬件及辅助设备零售；计算机软硬件及辅助设备批发；电子元器件批发；电子元器件与机 电组件设备制造；电力电子元器件销售；集成电路设计；集成电路芯片及产品销售；集成电路芯片设计 及服务；通讯设备销售；电子产品销售；软件销售；机械设备销售；信息咨询服务（不含许可类信息咨 询服务）；电线、电缆经营；电池销售；五金产品零售；弹簧制造；弹簧销售；贸易经纪；通信设备销 售；技术进出口；货物进出口。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动），许 可经营项目是：无。 ...

格隆汇12月9日丨金禄电子(301282.SZ)在互动平台表示，公司产品有应用于光模块，暂未应用于6G领 域。 ...

Core Insights - The 2025 International Electronic Circuit (Shenzhen) Exhibition is a significant event for the global electronic circuit industry, showcasing trends driven by AI and high-frequency technologies [1] - The exhibition features over 600 top companies and covers an area of 80,000 square meters, serving as a hub for product displays, business matchmaking, and technical exchanges [1][2] Industry Trends - The PCB industry is undergoing unprecedented technological upgrades due to the penetration of AI and the popularity of applications like 5G and electric vehicles [2] - The exhibition focuses on two main themes: "AI" and "high-frequency and high-speed," highlighting breakthroughs across the entire industry chain from upstream materials to downstream applications [2] Exhibition Highlights - Over 600 companies, including industry leaders and emerging firms, showcased their latest innovations in advanced manufacturing equipment and smart factory solutions [3] - More than 100 new exhibitors made their debut, reflecting the strong manufacturing capabilities in response to the demands of AI computing and data center construction [3] Global Engagement - The exhibition attracted international buyers from countries such as South Korea, the USA, Germany, and Singapore, indicating a growing interest in China's PCB industry [4] - The event serves as a key platform for overseas buyers to connect with Chinese suppliers and explore partnership opportunities [4] Knowledge Sharing - Nearly 40 high-level technical forums were held during the exhibition, addressing industry pain points and trends related to AI, advanced packaging, and green manufacturing [5] - Experts from various sectors provided valuable insights to support the electronic circuit industry's transformation and high-quality development [5]

天眼查App显示，近日，重庆深意电子中心（个人独资）成立，法定代表人为兰家兵，注册资本20万人 民币，经营范围为一般项目：电子（气）物理设备及其他电子设备制造；显示器件制造；显示器件销 售；其他电子器件制造；集成电路制造；电子产品销售；电力电子元器件制造；互联网销售（ 除销售 需要许可的商品）；金属制品销售。（ 除依法须经批准的项目外，凭营业执照依法自主开展经营活 动）。 ...

● 本报记者 吴玉华 12月8日，A股市场放量上涨，深证成指涨逾1%，创业板指涨逾2%。整个A股市场超3400只股票上涨， 光模块、光芯片、存储器、6G等板块爆发。市场成交额为2.05万亿元，结束此前连续16个交易日不足2 万亿元。 资金情绪回暖，上周A股融资余额增加超70亿元，12月8日沪深两市主力资金净流入超7亿元。分析人士 认为，当前市场或仍处于超跌修复演绎中，赚钱效应回暖后交投情绪有望进一步回升，跨年行情有望徐 徐展开。 市场成交额超2万亿元 12月8日，在部分权重股的带动下，A股市场放量走强，创业板指一度涨逾3%。截至收盘，上证指数、 深证成指、创业板指、科创50指数、北证50指数分别上涨0.54%、1.39%、2.60%、1.86%、1.27%。 资金情绪回暖 从资金面来看，资金情绪回暖，上周A股融资余额增加超70亿元，12月8日沪深两市主力资金净流入超7 亿元。 从融资资金来看，数据显示，截至12月5日，A股两融余额报24816.76亿元，融资余额报24641.11亿元， 上周A股市场融资余额增加76.11亿元。 从行业情况来看，上周申万一级31个行业中有16个行业融资余额增加，机械设备、有色金 ...

Key Takeaways DAKT's Q2 revenues are estimated at $210.2M, up 0.87% from the year-ago quarter. Strong live event demand and international projects are expected to boost top-line growth. Gross margin may benefit from pricing and cost control, despite digital transformation expenses. Daktronics (DAKT) is set to release second-quarter fiscal 2026 results on Dec. 10, 2025.The Zacks Consensus Estimate for revenues is pegged at $210.2 million, suggesting growth of 0.87% from the figure reported in the year-ago qu ...

据中国贸易救济信息网，12月5日，美国国际贸易委员会（ITC）发布公告称，对特定用于液晶显示器 的玻璃基板及其下游产品和制造此类基板的方法（Certain Glass Substrates for Liquid Crystal Displays, Products Containing the Same, and Methods for Manufacturing the Same，调查编码：337-TA-1433）作出 337部分终裁：对本案行政法官于2025年9月24日作出的初裁（No.53）不予复审，即基于和解，终止对 美国LG Electronics U.S.A., Inc. of Englewood Cliffs, NJ的调查；对本案行政法官于2025年11月18日作出 的初裁（No.54）不予复审，即基于申请方撤回，终止本案对美国注册专利号9,512,025调查。 2025年2月26日，美国国际贸易委员会（ITC）发布终裁：对本案行政法官于2025年2月17日作出的初裁 （No.7）不予复审，即基于申请方撤回，终止本案对美国注册专利号7,851,394的调查。 2025年1月17日，美国国际贸易委 ...

Asian stocks turned in a mixed performance on Monday as investors parsed Chinese trade data, navigated deteriorating China-Japan relations and looked ahead to the Federal Reserve's interest-rate decision due on Wednesday. The Fed is likely to cut interest rates by 25 basis points on Wednesday but the path for 2026 looks more uncertain.The dollar softened in Asian trade on rate cut expectations and gold traded firm above $4,200 per ounce while oil hovered at two-week highs. China's Shanghai Composite index ...