金融界2025年7月19日消息，国家知识产权局信息显示，四川天邑康和通信股份有限公司申请一项名 为"一种带调节闭合卡齿的插片式光分路器结构及测试方法"的专利，公开号CN120335097A，申请日期 为2025年03月。 专利摘要显示，本发明公开了一种带调节闭合卡齿的插片式光分路器结构及测试方法，涉及插片式光分 路器产品跌落测试领域，包括光分路器壳体，所述光分路器壳体上开设有多个尾柄卡槽，每个所述尾柄 卡槽均对应设置有限位卡齿，所述限位卡齿滑动插接在所述光分路器壳体上，所述限位卡齿靠近所述尾 柄卡槽的一端开设有限位卡槽，所述限位卡槽与尾柄卡槽均为阶梯槽，所述限位卡齿靠近或远离所述光 分路器壳体移动，用于使所述限位卡槽与尾柄卡槽合并形成匹配插芯尾柄的环形阶梯结构，能对插芯尾 柄进行全面固定，测试合格后能很好的固定在光分路器壳体上，确保产生能满足跌落试验要求，提高产 品测试的准确性。 天眼查资料显示，四川天邑康和通信股份有限公司，成立于2001年，位于成都市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本27102.458万人民币。通过天眼查大数据分 析，四川天邑康和通信股份有限公司共对外 ...

3.日本计划联合中韩等7国申办2046年世界杯，2018年提议曾被中国足协否定 7月18日，据咪咕体育援引日媒报道，日本计划与亚洲6国联合申办2046年世界杯，其中包括中国、韩国以 及4个东南亚国家（马来西亚、泰国、印尼、越南）。据相关人士透露，有意参与的国家将共同提出申办方 案。除了日本、韩国和中国这3个东亚国家外，还有马来西亚、泰国、印尼、越南这4个东南亚国家也将加 入这一计划。 1.华为将首次线下展出昇腾384超节点真机 2025世界人工智能大会（WAIC）将于7月26日至7月29日启幕。本次WAIC，华为将首次线下展出昇腾384超 节点真机。华为此前推出昇腾超节点技术，实现业界最大规模的384卡高速总线互联。据悉，华为本次的展 区面积超过800平方米，覆盖超过60个展点，展现昇腾软硬件能力，训推解决方案和开源软件生态。 点评：昇腾384超节点真机首秀，中国算力架构革命里程碑。 2.商务部：对美出口占出口总额比重4年下降2.7个百分点 7月18日，商务部部长王文涛在国新办新闻发布会上表示，"十四五"期间，我国外贸的韧性和抗冲击能力显 著提升。我国积极优化国际市场布局，推进多元化战略，贸易伙伴不断增加。王 ...

今天大盘震荡，但是上证是涨的，那么中线是否完成反转？是否重新回到上涨的走势里面？和讯投顾郭 利分析，首先来说上证的日线日线上面，今天的日线上面走势完成了两个反转，一个是今天上破了5日 均线，站上了5日均线，一个是今天重新出来了一个底分型，也就是把前面这个顶分型完成了一个抵消 的作用。到目前为止，今天这个走出来之后，上证重新回到上涨的走势里面，重新回到上涨立面。 （原标题：和讯投顾郭利：大盘继续高位震荡，下次何时上车？） 那么再来看一下今天主力资金的动向，啊今天整体来说主力资金动向流出的比较明显，流出比较明显， it服务流出34个亿元件，流出34个亿，通信设备流出27个亿，汽车零部件流出22个亿。简单的说今天流 出比较多的主要是大科技题材方向，那么流入比较多的小金属流入29个亿，白酒流入10个亿，其他电源 流入8个亿。 所以后面下周下周如果再回调，仍然有重新进场的机会。好吧？日线上面这个位置反弹压力位啊在3555 点，回调的支撑位在回调支撑位在3491点。再看三雄上面，啊先不要看现现在回过头来再来看看当时的 研判。我当时是在第二根k线的时候，我们是在当时第二根k线的时候，记不记得我当时是怎么说的？当 时做了两个 ...

南京熊猫电子股份有限公司 | | | 资 料 议案一：审议关于公开挂牌转让参股公司股权的事项；授权公司管理层组织实施本次交易， 南京熊猫电子股份有限公司 五、现场会议登记时间为：2025 年 7 月 30 日 14:00-14:30。为及时、准确地 统计出席股东大会的股东人数及所持有表决权的股份数量，出席股东大会的股东 请务必准时到达会场，并按照股东大会通知中载明的会议登记办法办理登记手续。 会议主席宣布现场出席股东大会的股东及所持有表决权的股份数量之前，会议登 记结束。 六、股东发言时，应首先报告股东姓名（或名称）及持股数，股东发言应围 绕股东大会所审议的议案。会议主席可安排公司董事、监事或高级管理人员等回 答股东提问。会议有股东交流安排，要交流的股东请在会议登记后向公司董事会 秘书办公室工作人员报名。 七、本次会议采用现场与网络相结合的投票表决方式，网络投票的投票时间 及操作程序等事项可参照公司于 2025 年 7 月 15 日刊载于上海证券交易所网站的 《南京熊猫关于召开 2025 年第一次临时股东大会的通知》。 八、股东大会对提案进行表决时，由律师、会计师、股东代表与监事代表共 同负责计票、监票，并当 ...

一、美联储的"皇帝新衣"被戳穿 摩根大通最近扔出一颗重磅炸弹，直言美联储独立性是个"神话"。这让我想起小时候读的《皇帝的新装》——所有人都假装看见那件不存在的华服，直到一 个孩子喊出真相。 分析师Ilan Benhamou翻出1965年的旧账，当年约翰逊总统把美联储主席马丁叫到牧场"谈心"，如今特朗普对鲍威尔的施压如出一辙。最讽刺的是，白宫前脚 放风要解雇鲍威尔，后脚又改口说"暂时不会"。这种反复就像我邻居家吵架的小夫妻，今天闹离婚明天又秀恩爱，看得市场一愣一愣的。 倘若真的出现这一幕，无疑将极大损害美元信用，对A股当然就是利好咯！ 去年华为海思发布会前，天邑股份的走势堪称行为金融学教科书。发布会公告后股价不涨反跌，像极了上海相亲市场的套路——条件越好的姑娘，家长反而 要摆出挑剔姿态。 二、当专家变成"移动的K线图" 每天打开手机，总能看到各路专家像变色龙一样切换观点。早上说"牛市起点"，下午就变成"警惕回调"。这让我想起上海弄堂里算命的老先生——算准了就 是"铁口直断"，算错了就是"天意难测"。 有位前辈说得精辟："专家分三种，一种真懂，一种装懂，第三种连自己都骗。"那些动辄抛出"M头""W底"的分析，就像 ...

Market Overview - A-shares saw all three major indices rise, with the ChiNext Index showing strong performance, particularly in sectors like computing hardware and innovative pharmaceuticals [1] - The market is currently in a trend of steady upward movement, with trading volume stabilizing around 1.5 trillion yuan, indicating a shift from "large-cap stocks" to "thematic plays" [1][3] - Long-term capital inflow is accelerating, with ETF sizes steadily increasing and insurance funds continuing to flow in, providing significant support to the market [3] Economic Indicators - No significant negative macroeconomic factors are present before August, suggesting a new bullish window for the market [1] - The domestic economy is stabilizing, and potential liquidity release from interest rate cuts could further enhance market activity in both A-shares and Hong Kong stocks [3] Sector Performance - Strong performance was noted in electronic components, software development, communication equipment, and aerospace industries, while banking, insurance, precious metals, and real estate sectors lagged [3] - The "anti-involution" policy, if effectively implemented, could alleviate the challenges of "increasing revenue without increasing profit" for companies, potentially leading to a new phase of market growth [1] Policy Impact - The new regulations in the securities industry may lead to revenue growth for brokerage firms, while long-term insurance fund assessment policies could improve investment returns and valuations [3] - The potential for the Federal Reserve to signal interest rate cuts could significantly boost global risk appetite, benefiting the A-share market [3]

Group 1 - The communication sector is experiencing significant gains, with the communication ETF (515880) rising by 1.10% and trading volume reaching nearly 130 million yuan, driven by stocks like Wentai Technology and Zhongji Xuchuang, which saw increases of over 5% [1] - Nvidia announced the resumption of sales of its "special version" H20 to China and plans to launch a new GPU based on the Blackwell architecture, targeting smart factories and logistics [2] - The AI inference demand is rapidly increasing, which may lead to a systematic reassessment of profit structures and production capacities in the communication equipment industry [3] Group 2 - The communication ETF (515880) has outperformed other indices, with a gain of 30.45% since April 1, 2025, surpassing the 800 communication and 5G communication indices [4] - The ETF tracks a communication equipment index, selecting listed companies involved in communication equipment manufacturing and services, reflecting the overall performance of the sector [3] - The non-AI business sectors are showing signs of recovery after a cyclical downturn, which may positively impact next year's EPS [3]

Group 1: Strategy Overview - The overall growth in Q2 2025 still faces bottlenecks, but the performance improvement in emerging technologies and certain cyclical sectors is becoming clearer [2][11] - The pre-announcement of mid-year reports shows a pre-joy rate of 43.7% among 1,531 disclosed companies, lower than the past three years [11][12] - The cumulative profit growth for the entire A-share market and non-financial A-shares in the first half of the year is estimated at 1.0% and 1.2% respectively [11][12] Group 2: Industry Insights - Traditional economic sectors are improving slowly, with industrial enterprises experiencing a decline in accounts receivable turnover [3][12] - Emerging technologies are the main area for growth expectations, particularly in globally competitive industries [4][13] - Certain cyclical products, such as rare earths and small metals, are seeing price increases, while sectors like steel and construction materials are showing signs of performance improvement [4][13] Group 3: Company Focus - Guangxun Technology - Guangxun Technology's mid-year performance is expected to show a net profit of 3.23 to 4.07 billion yuan, representing a year-on-year growth of 55.00% to 95.00% [6][25] - The company has completed its stock incentive plan, which is expected to motivate employees and enhance future performance growth [7][25] - The target price for Guangxun Technology is maintained at 69.70 yuan, with a current price of 49.31 yuan, indicating a potential upside [25][26]

Group 1 - The core viewpoint of the news highlights the strong performance of TSMC in Q2 2025, with a net profit increase of nearly 61% year-on-year, significantly exceeding market expectations, driven by high demand for AI chips from major clients like Nvidia and AMD [1] - TSMC has raised its full-year revenue growth forecast to approximately 30% in USD terms, up from a previous estimate of 25%, indicating robust demand that surpasses its current production capacity [1] - The communication industry is expected to experience growth driven by technological advancements and policy incentives, with ongoing demand for infrastructure such as base stations, optical cables, and data centers [1] Group 2 - The ChiNext 50 Index selects the top 50 stocks from the ChiNext Index based on market capitalization and liquidity, representing leading companies with strong growth potential in sectors like batteries, securities, and communication equipment [2] - The ChiNext 50 ETF (159367) offers advantages such as a 20% price fluctuation limit, providing greater trading flexibility compared to traditional broad-based indices, and has low management and custody fees, reducing investment costs [2]

Group 1 - A-shares are expected to maintain a trend of oscillating upward, with the market transitioning from a "weight-based" to a "theme-based" approach, focusing on structural opportunities in recent hot sectors [2] - The three major A-share indices closed higher, with the ChiNext index showing strong performance, while sectors like computing hardware and innovative pharmaceuticals led the gains [2] - Long-term capital inflow is accelerating, with ETF sizes steadily increasing and insurance funds providing significant support to the market [3] Group 2 - The domestic economy is stabilizing, and liquidity is being released through rate cuts, which may enhance market activity in both A-shares and Hong Kong stocks [3] - The new regulations in the securities industry are expected to boost revenue growth for brokerage firms, while long-term insurance policies may improve investment returns and valuations [3] - The market is currently in a new buying window, with improved investor sentiment and incoming capital, although it faces resistance at higher levels [2]