转自：成都日报锦观 那些特别的地名 人事有代谢 岁月悄留痕 城市的道路隐藏着时代和个人的故事。 深圳 子曰："先进于礼乐，野人也；后进于礼乐，君子也。如用之，则吾从先进。"老先生追求温文尔雅，内心还是喜爱原始的野朴。 深圳好似一个人穿上西服打了领带，脑门闪闪发光，名字却一直挂着农耕社会的胎记。深圳，原意就是田野里的深水沟嘛，恰如邻村那位拥有 了巨资的掌门人，学名还是李富贵。 有些，已经渐渐美化了。"杨美"原为"羊尾"；"珠光村"本为"猪岗地"；原来的"山猪凹"成了今天的"朱坳"，原来的"圳尾"成了"圳美"。 还有一些未改的，或者改了亦未丢失狂野之气的，比如下面提到的这些。 在中山路一窥外滩的繁华。 黄河路老上海风情吸引游人打卡。 八卦七路读来令人莞尔。 读城记 道路千条百条，街巷曲曲弯弯，好似城市的经络和血脉。那些特别的道路名字，藏着时代和个人的故事，如同岁月留下的批注。 今日读城：在深圳、上海街头漫步 打望繁华都市的野朴一面 人们并非一步步走向文明，他们只是走向"变化"，也许步步台阶向上，也许是向下，地名并无一定之规，"变化"到哪里，就改到哪里。 我时常去拜访这些地方，推开名字的门，看看门内的事物，想想自己 ...

Core Insights - The CES 2026 showcased AI as the central theme, emphasizing human-centric applications and the integration of AI into various sectors [1][3][6] - The competition in the chip industry was highlighted, with major players like NVIDIA, AMD, Intel, and Qualcomm presenting their advancements in AI infrastructure [3][9] - The exhibition marked a shift from hardware-centric displays to a focus on ecosystem definition and strategic collaboration among companies [4][16] AI and Robotics - CES 2026 introduced a dedicated area for AI and quantum innovation, showcasing practical applications of embodied intelligence and advancements in autonomous driving [3][4] - The event demonstrated a transition from conceptual robot designs to practical solutions addressing real-world challenges in home services and industrial logistics [3][11] - Chinese companies showcased significant advancements in robotics, with a focus on self-developed core components and solutions for logistics and manufacturing [11][13] Chinese Companies' Participation - The number of Chinese exhibitors in the core professional pavilion decreased to 207 from 1,475 in 2025, indicating a structural adjustment in participation [4][5] - The remaining Chinese companies at CES were required to demonstrate AI-related functionalities, reflecting a shift towards more innovative and integrated product offerings [5][6] - Major Chinese firms like Lenovo showcased their global influence by hosting large-scale events, indicating a strategic focus on ecosystem development [6][16] Competitive Landscape - The competition is evolving from hardware specifications to a comprehensive narrative that includes both foundational technology and application capabilities [7][16] - The contrasting approaches of Chinese and American tech companies in building AI ecosystems highlight differences in strategic thinking and resource allocation [8][15] - Chinese automotive companies emphasize full-stack self-research and vertical integration, while Western firms focus on open software ecosystems and long-term evolution [15][16] Future Implications - The CES 2026 signals a shift in global tech competition towards defining future technology ecosystems and industry standards [16][17] - Companies that can navigate the complexities of AI and contribute to ecosystem building are likely to remain at the forefront of technological advancement [17]

Core Viewpoint - Amphenol Corporation is positioned to benefit from the growing demand in the AI sector, particularly in data center interconnect solutions, supported by its diverse product offerings and sector exposure [1][3][6] Group 1: Company Overview - Amphenol Corporation (NYSE: APH) is a leading player in the electronics industry, providing a wide range of products such as connectors, sensors, and interconnect systems [1] - The company serves multiple sectors including defense, industrial, and datacom, with a notable focus on AI-driven cloud infrastructure [3][6] Group 2: Stock Performance and Market Analysis - As of January 9, 2026, Amphenol's stock was trading at $140.14, with a new price target set at $165 by Steven Fox from US Capital Advisors, indicating a potential increase of approximately 17.74% [2][6] - The stock has shown a recent increase of approximately 2.87%, with a current price of $140.16 and a market capitalization of around $171.56 billion [4][6] - Over the past year, the stock reached a high of $144.37 and a low of $56.45, reflecting significant volatility [4] Group 3: Industry Trends - The demand for data center capacity is expected to rise, driven by the rapid expansion of cloud computing and the need to manage vast amounts of cloud-based data, which positions Amphenol favorably in the market [3] - Alongside Amphenol, Analog Devices Inc. is also experiencing growth driven by AI, particularly in automation and high-speed connectivity, indicating a broader trend in the industry [5]

Core Viewpoint - Amphenol Corporation is strategically positioned in the AI-driven cloud infrastructure sector, which is experiencing significant growth due to the expansion of cloud computing and data centers [2][5]. Group 1: Company Overview - Amphenol Corporation (NYSE: APH) specializes in the design and manufacturing of connectors and interconnect systems, serving sectors such as defense, industrial, and datacom [1]. - The company's market capitalization is approximately $171.48 billion, indicating its substantial presence in the electronics industry [3][5]. Group 2: Stock Performance - The current stock price for Amphenol is $140.09, reflecting a 2.82% increase or $3.84 from the previous trading session [4]. - Over the past year, the stock has fluctuated between a low of $56.45 and a high of $144.37, showcasing significant growth and volatility [4]. Group 3: Analyst Ratings - Fox Advisors has maintained an "Outperform" rating for Amphenol, raising the price target from $150 to $165, indicating confidence in the company's growth potential [2][5]. - The optimism surrounding Amphenol is bolstered by its strategic involvement in AI-driven cloud infrastructure [2][5].

Industry Overview - The AI sector, bolstered by significant growth in cloud computing and data centers, is experiencing robust demand for data center capacity to manage and store increasing amounts of cloud-based data [1] Company Analysis: Amphenol Corp. (APH) - Amphenol Corp. specializes in connectivity solutions utilizing AI and machine learning technologies, offering high-density, high-speed connectors and cables optimized for signal integrity and thermal performance [5] - The company holds a dominant position in AI-powered data center interconnects with an estimated market share of 33%, benefiting from a diversified business model and strong demand across various sectors including defense, commercial air, industrial, and IT datacom [6][7] - APH is expected to achieve revenue and earnings growth rates of 12.4% and 21.4% respectively for the current year, with a long-term earnings growth rate of 38.7%, significantly outpacing the S&P 500 Index's growth rate of 15.8% [9] Company Analysis: Analog Devices Inc. (ADI) - Analog Devices has shown broad recovery, margin resilience, and strong free cash flow generation, driven by growth in automation, AI infrastructure, and automotive electrification [10] - The company is experiencing a surge in demand for its signal chain and power content, particularly in automatic test equipment, with memory test system content increasing by 300% [11] - ADI is targeting the robotics and humanoid markets as a long-term growth driver, anticipating that revenues from its automation business will double by 2030 [12] - The expected revenue and earnings growth rates for ADI are 16.4% and 25.7% respectively for the current year, with a long-term earnings growth rate of 18.5%, also higher than the S&P 500 Index's growth rate of 15.8% [14]

证券日报网讯1月9日，普天科技（002544）在互动平台回答投资者提问时表示，印制电路板是各类电子 产品的核心基础组件，主要功能为承载电子元器件并实现电路互连，而电子产品的最终功能取决于搭载 的元器件及软件系统。公司PCB产品应用领域广泛，且凭借高可靠性、定制化的一站式服务能力，重点 聚焦航空航天、轨道交通、电力、高端通信等领域的系统层级配套。 ...

Core Viewpoint - Frequency Electronics Inc. (NASDAQ:FEIM) is experiencing a mixed financial performance, with a positive outlook despite recent results falling short of expectations [1][3]. Financial Performance - Frequency Electronics reported a record-breaking funded backlog of $82 million, representing a 17% increase since the end of the previous fiscal year [2]. - Revenue for FQ2 2026 rose to $17.1 million, marking a 24% sequential increase and the third-highest quarterly revenue in the past decade [2]. - Total revenue increased from $15.8 million in the previous year, but net income fell to $1.8 million ($0.18 per share) from $2.7 million ($0.28 per share) a year ago [3]. Revenue Mix - The revenue mix shifted towards non-space US government and Department of Defense (DoD) contracts, generating $11.9 million and accounting for 69% of total revenue [3]. - Commercial and US Government satellite programs contributed $4.6 million, or 27% of total revenue [3]. Strategic Positioning - Frequency Electronics is positioning itself for emerging markets, including quantum sensing, proliferated satellites, and Alternative Position, Navigation, and Timing (ALT-PNT) solutions [3].

Core Insights - The Consumer Electronics Show (CES) has evolved beyond its original focus, showcasing a wide range of technologies including smart manufacturing, AI, and digital tools [1] Siemens - Siemens CEO Roland Busch delivered a keynote at CES, emphasizing the company's advancements in industrial AI and its partnership with NVIDIA [3][4] - The introduction of Siemens' Digital Twin Composer aims to enhance the integration of software and IoT capabilities with NVIDIA's Omniverse platform, facilitating the creation and maintenance of digital twins [5] - Siemens announced a collaboration with Sony to combine industrial design software with high-resolution extended reality headsets, and also introduced Meta's Ray-Ban AI Glasses for routine maintenance tasks on the shop floor [6] - The launch of Siemens' Industrial Copilot, in partnership with Microsoft, includes nine new AI copilots designed to address specific industrial challenges [7] Bosch - Bosch announced a $2.9 billion investment in AI research and development over the next two years, focusing on embodied AI and enhancing existing technologies for the automotive sector [8][9] NVIDIA - NVIDIA's CEO Jensen Huang highlighted the company's advancements in AI models for training robots and autonomous vehicles, emphasizing the open-source nature of their tools [10] Industry Trends - Other manufacturers, such as Hyundai and Hexagon, are also investing in AI and robotics, with Hyundai planning to deploy humanoid robots in its factories by 2028 [11] - Microsoft has emerged as a key strategic partner for many companies in the AI and cloud space, overshadowing competitors like AWS and Google [12] - The shift from traditional manufacturing to digital tools and AI is essential for industrial firms to remain competitive in a rapidly changing market [13]

人民财讯1月9日电，企查查APP显示，1月8日，绍兴临空智创光电产业发展有限公司成立，法定代表人 为袁方诚，注册资本50亿元，经营范围涉及电子专用材料研发、技术服务、技术开发、技术咨询、技术 交流、技术转让、技术推广、企业管理等。企查查股权穿透显示，该公司由浙江绍兴杭绍临空示范区资 产经营管理有限公司全资持股。 ...

Market Overview - Benchmark indices Sensex and Nifty experienced a decline in early trade due to foreign fund outflows and concerns over potential US tariff hikes [1][3] - The BSE Sensex fell by 78.84 points to 84,102.12, while the NSE Nifty decreased by 21.50 points to 25,850.85 [1] - The previous trading day saw the Sensex drop by 780.18 points (0.92%) to 84,180.96 and the Nifty tumble by 263.90 points (1.01%) to 25,876.85 [2] Institutional Activity - Foreign institutional investors sold equities worth ₹3,367.12 crore, while Domestic Institutional Investors (DIIs) purchased stocks worth ₹3,701.17 crore [3] - The Indian equity market is characterized by a cautious sentiment following the significant sell-off in the previous session [3] Sentiment and External Factors - Concerns regarding potential US tariff actions related to India's Russian oil imports have contributed to fragile market sentiment [4] - The lack of progress in US-India trade discussions is causing caution among institutional investors, particularly foreign ones [4] - In contrast, Asian markets showed mixed performance, with South Korea's Kospi, Japan's Nikkei 225, and Shanghai's SSE Composite indices trading higher, while Hong Kong's Hang Seng index declined [4] Commodity Prices - Brent crude oil prices increased by 0.53% to $62.32 per barrel [5]