Core Insights - ABM has completed the acquisition of WGNSTAR, enhancing its technical capabilities in the semiconductor and high-technology sectors [1][2] Company Overview - ABM is a leading provider of integrated facility, engineering, and infrastructure solutions, with over 100,000 employees and annual revenues exceeding $8 billion [3] - The company serves various sectors, including commercial real estate, aviation, mission critical, and manufacturing and distribution [3] Acquisition Details - The acquisition of WGNSTAR is expected to expand ABM's technical services portfolio, particularly in cleanroom operations and production tool management [2] - WGNSTAR's expertise and culture are seen as a strong fit for ABM's growth strategy [2]

酷芯微电子冲刺港股IPO，缓解财务压力 近日，合肥酷芯微电子股份有限公司正式向港交所主板递交上市申请书，华泰金融控股（香港）有限公司为独家保荐人，标志着这家安徽AI芯片"小巨人"正 式启动港股上市进程。 从业务布局方面来看，酷芯微电子采用无晶圆厂模式，聚焦视觉处理AISoC与无线视频传输SoC研发。 据芯东西1月29日消息，其在无人机领域起步早，2012年便进入该赛道，产品覆盖消费级航拍与工业级巡检。 按2024年收益计，在中国无人机视觉处理AISoC市场以8.0%的份额排名第三；智能物联领域，产品已应用于扫地机器人、智能门铃等，正拓展拇指相机等新 兴场景；智能可穿戴领域则主攻AR/AI眼镜，2024年起实现规模量产。 从财务方面来看，公司收入呈现高速增长态势：2023年总收入为1.05亿元，2024年大幅增长至4.49亿元，2025年前九个月收入为3.41亿元。毛利率也逐渐呈 现上升态势，同期毛利分别为1170万元、1.44亿元和1.51亿元。 | | Ａ 編 | Ｂ輌 | 2021 年 | B+ 輸 | B++ 輸 | 21 | | --- | --- | --- | --- | --- | --- | ...

2月4日，《21辟谣》注意到，有投资者在互动平台提问长光华芯：网络平台流传"华为45亿战略注资长光华芯"相关文章，请问 该报道内容是否属实？ 长光华芯对此表示，该文章虚构新闻"华为对公司进行45亿战略注资"，内容毫无任何事实依据，属于虚假信息。目前，该不实 文章误导了国内外合作伙伴，对公司海外业务布局、市场拓展造成了负面影响，公司对此表示强烈谴责。公司所有重大合作及 资本运作均会通过官方渠道及时、准确披露，请以公司官方发布信息为准。 据中国基金报，长光华芯招股书显示，华为旗下投资机构哈勃投资在2020年参与了长光华芯的定增，跻身公司前十大股东之 列。2025年8月，长光华芯在投资者互动平台表示，华为哈勃是公司的战略股东，与公司保持着良好的合作关系，坚定看好公司 未来的发展，目前和公司在多个项目上开展技术合作与交流。 截至2月4日收盘，长光华芯报135.2元/股，跌1.39%，总市值为238亿元。 （文章来源：21世纪经济报道） 长光华芯成立于2012年，2022年4月在科创板上市。 长光华芯1月28日披露的业绩预告显示，预计2025年度实现营业收入4.69亿元，同比增长71.84%；净利润约1877.51万元 ...

"小作文"满天飞，又有上市公司出面辟谣。 2月4日，有投资者在上证e互动平台向长光华芯提问，网传"华为45亿战略注资长光华芯"的消息是否属实？ 对此，长光华芯方面表示，该文章虚构新闻"华为对我司进行45亿战略注资"，内容毫无任何事实依据，属于虚假信息。 长光华芯称，该不实文章误导了国内外合作伙伴，对公司海外业务布局、市场拓展造成负面影响，公司对此表示强烈谴责。公司所有重大合作及资本运作 均会通过官方渠道及时、准确披露，请以公司官方发布信息为准。 此外，长光华芯表示，目前公司已委托专业律师收集并固定相关证据，并保留追究报道媒体及相关责任人全部法律责任的权利，坚决维护公司的合法权益 不受侵害。 中国基金报记者检索发现，目前网络上多个渠道仍可查到相关文章，发布时间集中于2月3日。相关文章内容较为一致，均提及"近日，华为旗下投资平台 完成对长光华芯的45亿元战略注资""随着45亿元资金的到位，双方的协同效应已进入落地阶段""华为45亿元战略投资长光华芯，将产生多层面的产业影 响"等。 盘后，多名投资者也发现了相关小作文的存在，并纷纷找出其中的不合常理之处。 ■ 昨天 23:32·来自HarmonyOS $长光华芯(S ...

Core Viewpoint - The company has achieved large-scale shipments of its eSIM products across various terminal categories, including smartphones, wearable devices, and tablets, with significant growth expected in overseas markets by 2025 [1] Group 1: Product Performance - The company's eSIM products have been successfully deployed in multiple terminal categories, indicating strong market acceptance and demand [1] - By 2025, the overseas shipment volume of mobile eSIMs is projected to exceed 10 million units, highlighting the company's growth potential in international markets [1] Group 2: Regulatory Environment - The company has completed full access approval for its eSIM products from the three major telecom operators in China, positioning itself favorably in the domestic market [1] - As domestic policies become clearer, the company anticipates a significant contribution to its growth from the local market [1]

值得关注的是，Wind显示，科创芯片设计ETF天弘（589070）近2个交易日（2026年02月02日—2026年 02月03日）实现连续"吸金"，科创芯片设计ETF天弘（589070）最近五个交易日累计获资金净流入1.20 亿元。截至2026年02月03日，该基金最新规模为6.41亿元。 盘面上，两市低开后走势分化，呈现沪强深弱的格局，芯片设计概念下跌。相关ETF方面，科创芯片设 计ETF天弘（589070）标的指数盘中跌3.93%，成交额达5296.96万元，盘中频现溢价交易。成分股中， 臻镭科技、聚辰股份、澜起科技、龙芯中科、佰维存储跌超5%，泰凌微、龙迅股份、成都华微等多股 跟跌。 国信证券指出，芯片主题ETF持续获得大额资金净流入，显示市场对半导体产业链的长期信心，尤其是 科创芯片规模已突破680亿元，资金动向表明该领域仍是资金重点布局的方向。 （文章来源：每日经济新闻） 科创芯片设计ETF天弘（589070）跟踪上证科创板芯片设计主题指数，该指数覆盖芯片设计、制造、封 测、设备等产业链各环节，反映半导体产业整体发展趋势，数字芯片设计和模拟芯片设计为前两大权重 行业，合计占比高达94.1%。 消息面 ...

智通财经2月4日讯（编辑 马兰）随着人工智能热潮的继续推进，英伟达很可能失去如今的主导地位， 因为越来越多的大型数据中心运营商为降低成本，正在采购定制芯片（ASIC），这将让英伟达的通用 型芯片"跌落云端"。 ASIC与GPU 英伟达GPU的核心优势是大规模并行计算能力，适合处理矩阵乘法、卷积运算等人工智能任务。但随着 数据中心投入和能耗问题的不断加剧，各大数据中心所有公司正在思考更加高效简约，且符合自身需求 的解决方案。 如博通为谷歌设计的TPU，其核心是脉动阵列架构，专注于矩阵乘法等张量运算，其能效比是英伟达 H100的2到3倍，而推理成本则低30%至40%。高盛分析师James Schneider指出，TPU技术从v6发展到v7 还将帮助每个token的成本下降70%。 研究公司Counterpoint在一份报告中指出，博通预计将在2027年继续保持其作为顶级AI服务器计算ASIC 设计合作伙伴的领先地位，市场份额进一步扩大至60%。 与此同时，与博通合作紧密的台积电也将快速扩张。作为定制芯片的主要代工选择，该公司几乎完全吃 下全球前十大数据中心及ASIC客户的晶圆制造订单，市场份额接近99%。 Cou ...

Summary of Key Points from the Conference Call Industry Overview - **Industry**: AI-driven new economy in China - **Context**: The new economy is rapidly catching up with global standards, particularly in technology sectors, leading to a tech-heavy equity rally in the market [1][4][7]. Core Insights and Arguments - **Economic Impact**: The new economy's growth is now macro-relevant, potentially offsetting the negative impact of the property sector on GDP. AI capital expenditure (capex) was estimated at approximately RMB 435 billion in 2025, expected to reach around RMB 3.3 trillion from 2025 to 2030 [34][37]. - **Job Displacement Risks**: AI could affect 31% of jobs in China, with 9.6% (approximately 70.3 million jobs) facing direct displacement risk. The services sector and young workers are particularly vulnerable [5][64][66]. - **Policy Recommendations**: To mitigate risks, policies should prioritize augmentation over substitution, strengthen the social safety net, and improve work-life balance to translate AI productivity gains into domestic consumption [6][82][88]. Additional Important Insights - **Consumer Sentiment**: Despite positive macroeconomic indicators, consumer confidence remains low, with readings around 90, significantly below the neutral benchmark of 100 [39]. - **Youth Employment**: The youth unemployment rate was elevated at 16.5% as of the end of 2025, with younger workers facing higher risks of job displacement compared to older age groups [64][70]. - **AI Governance**: Effective governance of AI is critical for investment and socio-economic stability. Policymakers are urged to consider the socio-economic consequences of AI deployment, similar to past regulatory approaches in the internet sector [82][88]. - **Work-Life Balance**: Improving work-life balance is seen as essential for enhancing domestic consumption, with potential policy shifts towards optimizing holiday arrangements and paid leave [88][89]. Conclusion The AI-driven new economy in China presents both significant opportunities and challenges. While it has the potential to drive GDP growth and technological advancement, it also poses risks of job displacement and requires careful policy management to ensure equitable benefits across society.

SiTime Corporation (NASDAQ:SITM) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years. Timothy Arcuri, an analyst at UBS, increased the firm’s price target on SiTime from $375 to $430 while keeping a Buy rating on the stock on January 26. The adjusted price target implies a further 20% upside from the current level. Is SiTime Corp. (SITM) the Best Mid-Cap Growth Stock to Buy According to Analysts? Earlier, on January 16, Barclays upgraded the stock from Sell to Hold. Barclays analyst T ...

AMD fourth quarter earnings just now crossing the wire. Let's get to Young Finance tech Dan Howie for the results. Dan, what do you see.>> Shares are down more than 5% but they beat on both the top and bottom line. Uh we saw EPS of $153 on revenue of $10.3% billion. That uh was ahead of expectations of $132 and 9.6% billion.Uh we also saw uh the data center revenue come in at 9.5% uh uh sorry uh data center revenue came in at 5.4% billion versus expectations of 4.97% billion. They also gave better thanex ex ...