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 ...

Group 1 - The company, Yunhan Chip City (301563.SZ), is currently focused on providing products for the civil aerospace sector, primarily for ground equipment [1] - The products offered by the company include processors, storage chips, operational amplifiers, and connectors [1] - The company will continue to monitor technological standards and developments in cutting-edge fields such as commercial aerospace [1]

（原标题：富士康等20亿在河南成立新公司，经营范围含集成电路设计） 企查查APP显示，近日，河南鸿创科技有限公司成立，法定代表人为王雪，注册资本20亿人民币，经营 范围包括电子元器件零售、集成电路制造、集成电路设计、集成电路销售等。企查查股权穿透显示，该 公司由富士康郑州关联公司鸿富锦精密电子（郑州）有限公司、郑州航空港创投集团有限公司共同持 股。 ...

论坛上，多名行业精英及专家学者就AI实践和跨国合作进行观点分享。菲律宾半导体与电子工业基金 会总裁丹·拉希卡表达了与大湾区企业在供应链与技术研发方面深化合作的意愿。深圳市优克联新技术 有限公司CEO陈朝晖聚焦于构建AI时代的理想生活网络，希望通过万物互联与人工智能普惠应用构建 理想生活网络。乌兹别克斯坦电子与电气工业管理协会主席米尔济约德·尤努索夫指出，在消费电子、 汽车电子等领域期待与亚洲企业开展技术合作与产能投资。 转自：新华网 12月4日，海风温润，思想激荡，一场亚洲电子信息产业的年度思想盛宴与创新庆典在澳门拉开帷幕。 当天下午，第十六届亚洲电子论坛（AEF）暨全球智能科技峰会在澳门举办。来自全球多个国家与地区 的产业代表、专家学者及企业代表共聚一堂，围绕"AI重塑生态·协同定义未来"这一主题，展开多层 次、跨地域的深入对话，探讨智能科技赋能电子产业升级的新路径，并共同见证"亚洲电子信息产业产 品创新奖"获奖名单揭晓。 中国电子商会会长王宁在开幕致辞中指出，亚洲电子论坛自2004年创办以来，历经二十余载积淀，已成 为亚洲电子产业界影响力最广的年度盛会之一。希望在场嘉宾能借助今天这个平台，聚焦人工智能、大 ...

Summary of Japan Equity Market Outlook 2026 Industry Overview - The report focuses on the Japanese equity market and its outlook for 2026, highlighting significant structural changes and geopolitical factors impacting the market [1][2][3]. Core Insights and Arguments 1. **Economic Normalization**: The Japanese economy is expected to continue its normalization process, overcoming previous shocks such as US tariffs, with an estimated annual upside of +8% for Japanese equities [2][3]. 2. **Inflation and Corporate Reforms**: Key drivers include an upswing in inflation, corporate reforms (involving shareholder returns, business restructuring, and growth investments), and investments focused on economic security [2][3]. 3. **AI and Geopolitical Factors**: Stock selection will be influenced by global AI expectations, with a widening performance gap among sectors due to operational resource allocation in response to inflation and geopolitical changes [3][35]. 4. **Sector Preferences**: Preferred sectors include banks and consumption-related sectors at the beginning of 2026, transitioning to AI-related sectors as the global economy accelerates [3][35]. 5. **Top Stock Picks**: Notable stock picks include: - **Technology Sector**: Tokyo Electron, Murata Manufacturing, Daikin - **Real Estate and Retail**: Mitsubishi Estate, FOOD & LIFE - **Corporate Reforms**: Toyota, Sumitomo Corporation, Panasonic, Kirin [3][4]. Important but Overlooked Content 1. **Fiscal Policy Impact**: The fiscal deficit is projected to widen from -0.8% of GDP in 2025 to -2.9% in 2026, which may boost GDP by approximately 0.7 percentage points [14][15]. 2. **Wage Growth and Inflation**: Wage growth is expected to persist, with base pay hikes projected to be slightly above 3%, contributing to a shift from deflation to sustained inflation [36][37]. 3. **Corporate Governance Reforms**: The Financial Services Agency (FSA) plans to revise the Corporate Governance Code, which may lead to improved balance sheet efficiency and resource reallocation among Japanese companies [37][38]. 4. **Geopolitical Risks**: The minority status of the new administration raises concerns about policy execution, with potential risks of a "Japan sell-off" if fiscal expansion is not managed effectively [15][39]. Economic Projections - **GDP Growth**: Real GDP growth is expected to accelerate from 0.9% in FY2025 to 1.2% in FY2026, with a nominal growth rate of about 3% over the next three years [11][12]. - **Inflation Rates**: Core CPI is projected to slow from 3.1% in 2025 to 1.7% in 2026, but inflation expectations may sustain around 2% beyond 2027 [12][13]. Conclusion - The Japanese equity market is poised for growth driven by structural reforms, inflationary trends, and strategic investments in key sectors. However, geopolitical risks and fiscal policy execution remain critical factors to monitor as 2026 approaches [1][2][3][4].

天眼查App显示，近日，东莞东润山海电子科技有限公司成立，法定代表人为余书源，注册资本200万 人民币，经营范围为一般项目：电子专用材料研发；电子元器件制造；电子产品销售；新材料技术研 发；光电子器件制造；电力电子元器件制造；电子专用设备制造；电子专用材料制造；集成电路芯片及 产品制造；电子元器件与机电组件设备制造；金属切削加工服务；技术服务、技术开发、技术咨询、技 术交流、技术转让、技术推广；非居住房地产租赁；货物进出口；技术进出口。（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）。 ...

Core Insights - Harvey Partners has established a new position in Knowles Corporation, acquiring 622,500 shares valued at approximately $14.5 million, representing 1.3% of the fund's reportable U.S. equity assets as of September 30 [2][10] - Knowles Corporation's stock has increased by 20% over the past year, outperforming the S&P 500, which rose by 13% during the same period [3][10] Company Overview - Knowles Corporation is a leading provider of advanced micro-acoustic, audio, and precision device solutions, serving high-growth markets such as mobile communications, hearing health, and industrial electronics [6] - The company's market capitalization is approximately $2 billion, with a revenue of $573.5 million and a net income of $35.8 million for the trailing twelve months [4] Recent Performance - In the third quarter, Knowles reported a revenue growth of 7% year-over-year, reaching $152.9 million, with a gross margin of 45.7% and non-GAAP EPS of $0.33, exceeding guidance expectations [11] - The company anticipates 6% organic revenue growth for the year, with fourth-quarter revenue projected to increase by another 9% year-over-year [11] Investment Rationale - The new position by Harvey Partners indicates confidence in Knowles' diversified exposure to various end-markets, which may support steadier earnings despite potential softness in consumer hardware cycles [7] - Knowles generates revenue by designing, manufacturing, and selling audio and precision device components to original equipment manufacturers and distributors across multiple sectors, including consumer electronics, medtech, and industrial markets [9]

Core Insights - The article argues that the concept of "recovery" is misleading for businesses in Jamaica, as it implies returning to a pre-existing, flawed business model rather than transforming for future resilience [2][5][6] - It emphasizes the need for a new vision, specifically "Vision 2050 Jamaica," which focuses on transformation rather than restoration [3][12][14] Group 1: Recovery vs. Transformation - The term "recovery" suggests a return to a viable business model, which is a misconception; many businesses had vulnerabilities before the disaster [5][6] - The article cites examples like Sony and Indonesia, which chose transformation over recovery, leading to more resilient outcomes [8][10] Group 2: Vision 2050 Jamaica - The current Vision 2030 Jamaica project is nearing its end, and a new plan is needed that focuses on resilience and transformation rather than recovery [13][14] - The proposed Vision 2050 should define what a resilient country looks like and guide current decision-making towards that future [14]

在学科布局之新方面， 一方面大湾区大学紧密对接大湾区世界级产业集群，聚焦关键技术攻 关 。 另一方面，坚定不移地投向基础研究和前沿探索，致力于承担辐射范围更广、影响更为 深远的源头创新 。学校紧密结合湾区产业优势与国家战略急需， 聚焦人工智能、先进通信 （如6G）、材料科学、智能计算等前沿领域进行布局 ，跨学院的成立了研究中心和高能级科 研平台，比如人工智能中心、算力中心以及广东省的重点实验室，服务湾区科技创新。 这一宏伟蓝图的实现，有赖于高质量的师资队伍。目前，大湾区大学已汇聚了300多名高水平 教师，其中包括11位院士。78%的教师拥有海内外顶尖高校和科研机构的经历，学校教师队伍 编辑丨蒋韵 视频｜许婷婷 12月6日，大湾区大学在松山湖校区举行成立大会，这所"精理强工"的新型研究型大学正式落 地粤港澳大湾区。 大湾区大学于今年6月正式获批设立，首批设置数学与应用数学、物理学、材料科学与工程、 计算机科学与技术、工业工程等5个本科专业，定位为新型研究型大学。 大湾区大学创校校长、中国科学院院士田刚介绍，学生们大一入学后，先不分专业，重在自我 探索；大二开始可以自由选择专业，比如数学、物理、计算机、材料科学、 ...

天眼查App显示，近日，成都市温江区捷讯致图电子设备经营部（个体工商户）成立，法定代表人为陈 伟，注册资本1万人民币，经营范围为一般项目：电子产品销售；机械设备销售；第一类医疗器械销 售；第一类医疗设备租赁；软件开发；网络与信息安全软件开发；电子、机械设备维护（不含特种设 备）；计算机及办公设备维修；普通机械设备安装服务；技术服务、技术开发、技术咨询、技术交流、 技术转让、技术推广；计量技术服务；销售代理；商务代理代办服务。（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）。 ...