【环球网科技综合报道】"粤港澳大湾区已成为中国科技创新的重要策源地，拥有具有活力的产学研生态，正从'规模优势'加速迈向'技术优势'，并依托坚实 的制造体系、完善的供应链支撑能力，持续向价值链上游攀升。"12月4日，在首届全球智能机械与电子产品博览会（AIE）主旨论坛上，TCL科技COO王成 表示。 本届AIE博览会在珠海、澳门双城开幕，以"湾区智造・全球共享"为主题，聚焦智能机械与电子领域的前沿技术，吸引了超1100家世界500强、中国500强等 国际国内知名企业，覆盖智能家居与健康科技、智能装备与工业互联网等多个核心领域，旨在为全球智能科技、智能制造打造高端交流平台。 王成在论坛上作《全球品牌 湾区创造》主旨演讲，分享了TCL作为大湾区代表性先进制造企业，在AI时代的战略布局与实践成果。他强调，植根湾区创新 沃土，经过44年发展，TCL已成长为全球化先进制造集团，正通过前沿技术突破、AI赋能产业、生态联盟与全产业链集群构建，推动电子信息产业发展。过 去六年TCL累计研发投入超过600亿元，累计申请专利超11万件，覆盖关键战略技术、材料技术、装备技术和器件工艺技术等领域。 在推动技术从0到1突破的同时，TCL ...

Core Viewpoint - The electronic industry is expected to maintain an optimistic outlook, with a focus on patience in allocation, leveraging time to create space for growth. Recent market performance shows a rebound in the electronic sector, driven by AI-related demand and upcoming innovations in 2026 [3]. Market Performance - The Shanghai Composite Index rose by 1.40%, while the electronic sector increased by 6.05%. Among sub-industries, components surged by 8.10%, and electronic chemicals rose by 3.93%. Concurrently, the Hang Seng Tech Index, Philadelphia Semiconductor Index, and Taiwan Information Technology Index saw increases of 3.77%, 9.66%, and 5.01% respectively [3]. Industry Challenges - The recent underperformance of the electronic sector over the past month is attributed to the reduction of national subsidies, export rush in Q2, and price hikes due to storage shortages, leading to weaker Q3 reports. The current period is characterized as a performance gap of nearly six months [3]. Future Catalysts - Certain stocks benefiting from high growth in overseas AI computing demand are approaching performance forecasts in January. Anticipation of spring market activity is expected due to innovations in AI smartphones, AI glasses, and foldable screens projected for 2026 [3].

人民财讯12月4日电，超颖电子（603175）12月4日公告，公司二级全资子公司泰国超颖拟投资建设AI 算力高阶印制电路板扩产项目。基于该项目建设以及泰国超颖生产营运的资金需求，公司拟通过全资子 公司超颖投资向泰国超颖增资1亿美元或等值外币。增资完成后，公司仍将通过超颖投资和公司全资子 公司塞舌尔超颖合计持有泰国超颖100%股份。 ...

Core Insights - The recent floods in South and Southeast Asia have resulted in over 1,300 fatalities and at least $20 billion in economic losses, highlighting the increasing risks posed by climate change and extreme weather events in the region [1][8] Economic Impact - A series of three tropical cyclones combined with the northeast monsoon have caused unprecedented rainfall and destruction across multiple countries, affecting homes, infrastructure, and agricultural output [2] - The estimated economic losses from last month's floods are based on government and analyst assessments, which may be revised as further damage assessments are conducted [8] - Thailand's economy could face additional losses of up to $400 million per month if flooding conditions persist, particularly affecting high-value exports like electronics and auto parts [15] - Indonesia has experienced losses exceeding $4 billion, accounting for approximately 0.29% of its GDP, due to damage to infrastructure and agricultural output [16] Climate Change and Resilience - Climate change is identified as a significant factor exacerbating flooding risks in Southeast Asia, with predictions of more frequent "compound disasters" in the future [4][19] - The region has a high percentage of its population living in flood-prone areas, with 21% in Malaysia and around 20% in Indonesia, indicating a growing vulnerability as global warming accelerates [5] - Despite the risks, many Southeast Asian countries are lagging in building climate resilience, often prioritizing economic growth over necessary adaptation efforts [6] Political and Social Factors - In the Philippines, a corruption scandal related to flood mitigation funding has led to a pause in infrastructure projects, negatively impacting investor confidence and economic growth [7] - The intersection of political issues and inadequate climate adaptation efforts is particularly acute in the Philippines, affecting overall disaster response and recovery [7][12] Industry Response - While the immediate impact on industrial output from the recent storms has been limited, the long-term effects on supply chains and manufacturing remain uncertain [10][11] - Vietnam's economy has incurred approximately $3.2 billion in losses due to storm damage this year, nearing the record losses from previous severe weather events [18]

Core Insights - Mitsubishi Electric Corporation has developed the world's first technology to generate millimeter-scale flow within a channel using microbubbles with a diameter of 10 micrometers as the driving source [1] - This technology was developed through joint research with Suzuki & Namura Laboratory at the Faculty of Engineering and Graduate School of Engineering, Kyoto University [1] - The new technology is expected to reduce the reliance on power-consuming external pumps for water cooling in electronic devices [1]

Representative imageStock markets extended their losing run to the fourth consecutive day on Wednesday as persistent foreign fund outflows and the rupee breaching the psychological 90-to-dollar low hit investor sentiment, dragging the benchmark sensex down by 31 points. The 30-share index settled at 85,107 points.It opened lower and dropped further by 375 points to hit a low of 84,763 due to profit-taking. Gains in IT and blue-chip ICICI Bank and HDFC Bank, however, helped the barometer pare some losses in ...

空间焕发新彩 像用手机一样用大屏，轻松操作，具备一键投屏、智能白板、高清云会议等功能，应用丰富 营销高效便捷 负一屏定制化信息窗，营销活动4K轮播展示，一键导入营销活动主题，适配多种主题场景 华为坤灵，助力中小企业跃升智能化 一台IdeaHub=摄像头+电子白板+显示器+投影仪；灵活调整IdeaHub位置布局，轻松适配 创新茶馆体验 由单一茶饮茶点扩展至多样化活动空间服务；异地客户可一键入会远程参与活动 增强互动体验 ...

Net sales of $246.9 million down 15.6% year-over-year; up 2.6% on a sequential quarter basisNet loss of $9.9 million or 4.0% of net sales; adjusted EBITDA margin of 7.1%Reaffirming fiscal 2026 guidance for net sales of $900 million to $1 billion and adjusted EBITDA of $70 to $80 million CHICAGO, Dec. 03, 2025 (GLOBE NEWSWIRE) -- Methode Electronics, Inc. (NYSE: MEI), a leading global supplier of custom-engineered solutions for user interface, lighting, and power distribution applications, today announced fi ...

Core Viewpoint - The AI bull market is experiencing a resurgence, with new stocks leading the rally instead of traditional giants like NVIDIA and Microsoft [1][2]. Group 1: Alphabet Inc. - Alphabet Inc. (NASDAQ: GOOG) is positioned as a leader in the AI race, with a market cap of $3.8 trillion and significant advancements in AI technology, including the Gemini V3 upgrade and Waymo's driverless car service [3]. - Analysts from JP Morgan and Scotiabank have raised their price targets for Alphabet to $336 and $340, respectively, reflecting strong earnings performance in 2025 [3]. - Despite a recent four-day decline, GOOG shares show strong upside potential, trading above the 50-day and 200-day simple moving averages (SMAs) since July [6]. Group 2: TTM Technologies Inc. - TTM Technologies (NASDAQ: TTMI) is a key player in the AI sector, focusing on high-density printed circuit boards (PCBs) essential for AI systems, with a market cap nearing $7 billion and $2.7 billion in sales over the last year [7]. - The company reported a 22% year-over-year increase in quarterly revenue, driven by AI data center sales, and has a backlog in aerospace and defense approaching $1.5 billion [7]. - TTMI shares have surged nearly 170% year-to-date, with strong technical indicators suggesting continued upward momentum [9]. Group 3: Celestica Inc. - Celestica (NYSE: CLS) has seen significant growth due to demand for its products in AI data centers, achieving record quarterly EPS of $1.58 and revenue of $3.16 billion in Q3 2025 [10]. - The company's market cap has reached $35 billion, with annual sales projected to exceed $11 billion, and Citigroup has upgraded the stock to Buy with a price target of $375 [10]. - CLS shares are above both the 50-day and 200-day SMAs, indicating a strong uptrend, although recent momentum has shown signs of weakening [12]. Group 4: Amphenol Corp. - Amphenol (NYSE: APH) is a major supplier in the AI data center industry, providing essential components like connectors and cables, with a market cap of $173 billion [13]. - The company reported record revenue of $6.19 billion and EPS of $0.93 in Q3, surpassing analyst expectations by 12% and 17% respectively [13]. - APH shares have doubled year-to-date, with technical indicators suggesting continued strength despite recent volatility [16].

Group 1: Market Stability in the West - Analysts have noted that despite rising deficits and heavy issuance, long-term yields in the U.S. and UK remain stable, with the 10-year yield below nominal GDP growth and pre-2008 crisis levels [2][4] - In the UK, Chancellor Rachel Reeves' expansion of fiscal buffers and a more orthodox budget strategy led to a decline in long-dated gilt yields and a strengthening of the pound, indicating investor confidence in fiscal management [3] - The stability in advanced economies is notable given structural pressures such as aging populations and increased defense spending, which have raised long-term borrowing needs [4] Group 2: Challenges in the Far East - In contrast to the stability in the U.S. and UK, long-dated yields in Japan are under significant pressure, exacerbated by a ¥21.3 trillion ($137 billion) stimulus package announced by Prime Minister Sanae Takaichi [6][7] - The immediate market reaction included a sell-off in Japanese government bonds, with 20- and 40-year yields reaching record highs, alongside a declining yen and falling equities [7] - Concerns are growing regarding Japan's 264% debt-to-GDP ratio, the highest globally, as the Bank of Japan begins to exit its ultra-loose monetary policy [7] Group 3: Corporate Bonds as Safe Havens - The perception of safe-haven bonds is shifting, with Germany and Japan losing their status, while Switzerland remains a reliable refuge due to its low public-debt burden and credible fiscal institutions [9] - An unusual market condition has emerged where some corporate bonds are viewed as safer than sovereign bonds, with companies like Microsoft, Airbus, L'Oréal, and Siemens borrowing at lower yields than the U.S., France, or Germany [10] - The erosion of the rule of law perception is driving investors towards corporate balance sheets, which are considered healthier than some sovereigns [11]