Group 1 - The analyst has over 10 years of experience researching more than 1000 companies across various sectors including commodities and technology [1] - The focus has shifted from writing a blog to creating a value investing-focused YouTube channel, covering hundreds of companies [1] - The analyst expresses a particular interest in metals and mining stocks, while also being comfortable with consumer discretionary, staples, REITs, and utilities [1]

智通财经APP获悉，中兴通讯(00763)再跌超4%，截至发稿，跌4.09%，报32.4港元，成交额9.95亿港 元。 消息面上，据科创板日报报道，记者查询获悉，在中兴商城官网，售价3499元的nubia M153 豆包手机 助手技术预览版已经售罄。中兴终端方面表示，nubia M153手机是合作的工程样机，由豆包主导AI手机 助手的产品定义与体验，中兴通讯旗下nubia主导硬件工程与技术研发。仅面向需要体验豆包手机的行 业人士，展示豆包AI技术与能力，非大众消费级产品。 摩根士丹利最新研报中表示，尽管豆包演示版本展现了丰富的功能生态系统，但大摩认为其落地执行面 临重大挑战。报告指出，这种深度的系统级整合需要修改操作系统，这直接触动了手机厂商（OEM） 的利益核心。大摩认为，主要手机厂商和超级应用更倾向于自研AI助手。 ...

来源：环球网 在国家战略层面，中央城市工作会议明确提出建设创新、宜居、智慧的现代化人民城市，国家发改委等 部门发布的《深化智慧城市发展 推进全域数字化转型行动计划》，进一步强调加强人工智能公共服务 能力建设，探索构建城市大模型与智能体应用。这一系列政策为城市智能化转型指明了方向、提供了遵 循。 在产业基础层面，浙江乌镇智算中心已建成国产算力集群，成为支撑智能网联汽车、智能制造、政务等 领域高性能计算需求的"数字心脏"，为项目落地提供了坚实的算力支撑。然而当前城市智能化发展仍面 临多重瓶颈：多数业务停留在单点智能化阶段，缺乏跨领域协同与智能决策能力；高质量数据集供给不 足，制约大模型训练与落地；算力资源分散调度低效，中小城市普惠性智能基础设施缺失，导致AI应 用落地成本高、周期长。 为破解上述难题，推动人工智能技术场景化落地与创新要素集聚，中兴通讯联合北京兴云数科技术有限 公司、乌镇大数据高新技术产业园区管理管委会、中国联通浙江省分公司等多家单位，共同打造"基于 异构资源池的城市智能体超级工场"，构建开放协同高效的AI创新基础设施。 构建普惠赋能的AI创新生态 项目以乌镇千卡级国产异构智算资源池为底座，融合高性 ...

Question-and-Answer SessionSo I thought maybe, Bill, you were here last year, I think a lot of people were familiar with kind of your role at Cisco, but I think maybe for those, maybe a little bit less familiar, can we just start with kind of what falls under your purview, how we think about what's responsible into your business and how that fits into the Cisco portfolio?Bill GartnerSenior VP & GM of Optical Systems and Optics Sure. Thanks, David. First of all, thank you for having us. I have responsibility ...

Core Insights - The "Doubao Assistant" smartphone from ZTE has sold out at its initial price of 3499 yuan, indicating strong market demand [1][2] - Resale prices on platforms like Xianyu have surged, with new, unopened units listed between 7999 to 9999 yuan, reflecting a premium of over 6500 yuan [2] - The device is not a standalone product but an AI assistant software integrated with the Doubao App, developed in collaboration with Nubia for hardware engineering [4][7] Product Details - The "Doubao Assistant" features a 6.78-inch screen and is powered by the Qualcomm Snapdragon 8 Gen 2 mobile platform, with a version offering 16GB RAM and 512GB storage priced at 3499 yuan [4] - It includes functionalities such as voice activation, intelligent photo editing, and cross-platform shopping assistance [7] Market Impact - Following the product launch, ZTE's A-shares and H-shares experienced significant price increases, with A-shares hitting a limit up at 46.3 yuan and H-shares rising by 13.94% to close at 35.8 HKD, pushing the total market capitalization above 210 billion yuan [8] - On December 2, the stock prices saw a slight decline, with A-shares at 45.5 yuan (down 1.73%) and H-shares at 33.78 HKD (down 5.64%) [9]

Clearfield, Inc. ( CLFD ) is a U.S. company that makes the equipment used to build and run fiber-optic networks, the cables that deliver high-speed Internet, and starting in early April of this year, CLFD lookedI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have no stoc ...

Clearfield, Inc. ( CLFD ) is a U.S. company that makes the equipment used to build and run fiber-optic networks, the cables that deliver high-speed Internet, and starting in early April of this year, CLFD lookedI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have no stoc ...

Core Viewpoint - ZTE Corporation experienced a significant price fluctuation, dropping over 7% after a nearly 14% increase the previous day, indicating volatility in its stock performance [1] Company Developments - ZTE announced the limited release of the nubia M153 smartphone, which features the AI assistant technology from ByteDance's Doubao, priced at 3,499 yuan for the 16GB+512GB configuration [1] - ByteDance clarified that it has no plans to develop its own smartphone but is negotiating with multiple manufacturers to integrate its AI assistant into various brands through "ecosystem cooperation" [1] Market Analysis - Nomura's research report highlighted ZTE as a key beneficiary of ByteDance's edge AI initiative, suggesting that this partnership could enhance ZTE's smartphone sales [1] - However, Nomura also pointed out that ZTE's core telecom equipment business is facing a declining capital expenditure cycle in the Chinese market, which may impact overall profitability [1] - The rapidly growing AI server business could dilute the company's overall gross margin in the short term [1] - Nomura maintains a neutral rating on ZTE with a target price of 39 HKD [1]

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AmpliTech 5G Division Releases New Band 50 Open RAN Radios Proof Of Concept Phase Complete – Production Shipments To Start December 2025AmpliTech launches new Band 50 (n50) 5G Open RAN radios, engineered for long-range FWA coverage with low power consumption and full O-RAN 7.2x compatibility.Successful field trials on a major LOI project, enabling the company to proceed to production and initial shipments starting December 2025.Revenue outlook increases from $78M to over $100M, supported by multi-year depl ...