Huawei Technologies denied that hardware used in Spain’s judicial wiretapping system poses any security risks for the country. https://t.co/WTbY0AMGzA ...

凤凰网科技《浪潮》出品 凤凰网科技讯 7月21日，中国联通（600050）正以一种超乎外界预期的速度与决心，从传统的网络运营 商向一家以AI为核心驱动力的科技公司深刻转型。凤凰网科技近日对中国联通市场部总经理贾志强的 专访，清晰地揭示了这一战略的核心——"通信服务+AI应用"的深度融合 。通过打造以"联通云智手 机"和"智家通通"为代表的战略级云智产品矩阵，联通不仅试图破解数字消费领域的诸多痛点，更展露 出重塑智能终端应用生态的雄心。其最大亮点在于，联通正尝试利用云端AI能力， 将打电话、发信息、拍照等手机最基础的功能进行彻底的革新与重做 ，意图在被传统硬件与操作系统 固化的体验之外，开辟一条全新的"云端进化"之路。 破局之道："融合"与"创新"打破应用孤岛 在数字消费领域，联通的差异化打法直指当前用户体验的核心痛点——应用"烟囱化" 。贾志强在采访 中指出，联通作为运营商的独特优势，在于能够将市场上各种垂直、独立的应用进行整合打通，为用户 提供一站式服务，避免在不同应用间频繁跳转的割裂感 。 对于商务人士：它实现了"一机多用、多端共存"，内置的AI通通助手能实时记录会议纪要、快速生成 PPT，在远程设计、跨 ...

Investment Rating - The report upgrades the semiconductor industry rating from "in line with the market" to "attractive," citing strong AI demand as a key driver [24]. Core Insights - H20 chip supply is expected to recover, with domestic CSP capital expenditures likely to restart an upward trend. The approval of H20 chip sales to China by the U.S. is anticipated to alleviate the current GPU supply shortage, enabling Chinese cloud vendors to resume capital expenditures [3][24]. - The overseas computing power chain is experiencing an upturn, with leading companies in optical modules and PCBs reporting positive earnings forecasts for the first half of 2025. Meta's plans to build multiple GW-level laboratories further validate this trend [3][24]. - The report suggests focusing on sectors significantly impacted by the H20 chip ban, including servers, liquid cooling, power supplies, computing power leasing, and cloud service providers [3][24]. Market Weekly Review - The TMT sector's performance from July 14 to July 18 shows the following weekly changes: - Communication: +7.56% - Electronics: +2.15% - Computers: +2.12% - Media: -2.24% - Notable sub-sectors include: - Communication network equipment and devices: +15.82% - Printed circuit boards: +11.05% - Horizontal general software: +5.24% - Top-performing stocks in the electronics sector include Dongtian Micro (+30.19%), *ST Hengjiu (+27.67%), and Zhongdian Port (+25.65%) [3][12][24]. Industry News and Key Company Announcements - Significant events include the 12th Trusted Cloud Conference on July 22 and the 2025 World Artificial Intelligence Conference on July 26 [14][16]. - Nvidia announced the launch of the entry-level Blackwell graphics card RTX5050, set to be released in late July [14]. - The report highlights various AI-related developments, including OpenAI's new AI agent and advancements in AI applications for malaria diagnosis [17][18][21].

It might be prudent to make a point of collecting a little more cash in the near future, and worry a little less about growth.Does the prospect of economic uncertainty have you rethinking your portfolio? Perhaps you'd like to collect a little more cash while the economic headwinds are blowing? It's not an unreasonable concern. Plenty of other investors are already thinking more defensively than they've felt they needed to in a while.To this end, here's a closer look at five high-yielding dividend stocks to ...

转自：新华财经 《2025年政府工作报告》首次将"深海科技"纳入新质生产力培育方向，并强调推动其与低空经济等新兴产业安全健康发展。在浙江舟山，一幅融合 安防、物流、旅游的低空应用新画卷正加速展开。 近日，依托5G-A通感基站与全域感知网络，中国移动打造近海 5G 通信实时保障体系，应用中移凌云平台确保无人机安全精准飞行，通过自研的视 觉大模型推广无人机智能巡检应用，从技术突破到应用拓展，全方位推动舟山低空经济与服务的跨越升级，助推海岛经济高质量发展。 在舟山岱山县秀山海域，搭载高清摄像头的无人机正沿航线巡检，画面实时回传至"低空海智综合管理平台"。平台基于5G-A通感基站与全域感知网 络构建，融合GIS三维底座、AI智能识别等技术，一旦发现疑似"三无"船只等异常，系统自动预警并生成工单派送主管部门。目前，岱山县已部署8 个无人机智能机巢，覆盖全县64个渔业码头，日均起飞十余架次。平台可智能识别地笼网、污染漂浮物、海岸侵蚀及船只信息，实现"空中巡逻+智 慧研判+精准执法"三位一体管理。 （巡检无人机） 编辑：幸骊莎 海岛交通易受天气海况制约，这为低空服务创造了广阔市场。在岱山，搭载恒温保鲜箱的无人机利用5G-A ...

Company Overview - AST SpaceMobile is developing a satellite network to provide broadband connections for regular cellphones globally, with a focus on the United States, Europe, and Japan [2][4] - The company is partnering with major telecom companies like AT&T and Verizon to offer its services, which will include monthly subscriptions and temporary options for users [4] Financial Aspects - AST SpaceMobile has secured a $100 million loan backed by its satellite projects, indicating improved financial prospects as the service nears launch [5] - The stock price has increased over 500% in the past three years and more than 250% in the last year, reflecting investor enthusiasm [7] - The price-to-sales ratio is currently over 1,000, suggesting that Wall Street anticipates significant future revenue despite the company's early-stage development [9] Investment Considerations - The company's current financial metrics, such as the price-to-earnings ratio, are not meaningful due to ongoing losses and expected long-term capital expenditures [8] - Investors are faced with uncertainty regarding the company's future potential, making it a challenging investment decision [10] - Conservative investors may find the current valuation excessive, while value investors are advised to be cautious given the company's untested status [11]

Optiva is in negotiations with its existing noteholders and certain third parties regarding a potential transaction that would result in the exchange of Optiva's outstanding notes for a combination of shares and new notes of a proforma merged strategic third party (a "Potential Transaction").Optiva will continue operating its business as usual, fulfilling all ongoing commitments to customers, employees, and suppliers.Based on the proposals received to date, Optiva’s common shareholders are expected to recei ...

TORONTO, July 18, 2025 (GLOBE NEWSWIRE) -- Rogers Communications Inc. (“Rogers” or the “Company”) (TSX: RCI.A and RCI.B; NYSE: RCI) today announced the pricing terms of its previously announced separate offers (the “Offers”) to purchase for cash any and all of the outstanding notes of each series listed in the table below (collectively, the “Notes”), up to a maximum of US$1,250,000,000 aggregate Total Consideration (as defined below). Subject to the Consideration Cap Condition (as defined below), the series ...

TORONTO, July 18, 2025 (GLOBE NEWSWIRE) -- Rogers Communications Inc. (“Rogers” or the “Company”) (TSX: RCI.A and RCI.B; NYSE: RCI) today announced the pricing terms of its previously announced separate offers (the “Offers”) to purchase for cash any and all of the outstanding notes of each series listed in the table below (collectively, the “Notes”), up to a maximum of US$1,250,000,000 aggregate Total Consideration (as defined below). Subject to the Consideration Cap Condition (as defined below), the series ...

Core Viewpoint - C-COM Satellite Systems Inc. has granted stock options to its officers as part of their annual remuneration package, with options for 200,000 common shares at an exercise price of $0.93 per share, reflecting the closing price on July 17, 2025 [1][2]. Company Overview - C-COM Satellite Systems Inc. is a leading global designer, developer, and manufacturer of mobile satellite-based antenna systems, known for its proprietary auto-acquisition controller technology that enables rapid satellite pointing [4][5]. - The company has sold over 11,000 antenna systems across more than 100 countries, serving various vertical markets including Oil and Gas, Military Communications, Disaster Management, and Telemedicine [5]. Product Development - C-COM is in the final stages of testing a Ka-band electronically steerable modular flat panel phased array antenna, aimed at providing low-cost, high-throughput mobility applications over satellite [6]. - The company is also developing an Analog Beamforming Integrated Circuit, which is currently in the testing phase and is expected to reduce costs and improve performance for its ESA antennas [6].