Group 1 - Nokia Oyj is facing tough competition from major companies like Apple, which impacts its market position [1] - Nvidia has taken a $1 billion stake in Nokia, representing a 2.9% ownership with 166 million shares at $61, focusing on AI native mobile networks and infrastructure [2] - Following the announcement of Nvidia's investment, Nokia's stock surged by 23% in one day, rising from $6.42 to $7.77, with a peak trading price of $8.19 [2] Group 2 - While Nokia shows potential as an investment, there are AI stocks perceived to have greater upside potential and lower downside risk [3]

Core Viewpoint - Huawei has launched the Huawei Smart Selection Mobile Wi-Fi 3, which supports Wi-Fi 6 and allows up to 10 devices to connect simultaneously, with a starting price of 99 yuan [1][12]. Product Details - The Huawei Smart Selection Mobile Wi-Fi 3 is available in two models: E5576-825 priced at 99 yuan and E5576-826 priced at 139 yuan [3][14]. - The device features a compact design, with the E5576-825 measuring 100 x 58 x 14 mm and weighing 75g, while the E5576-826 measures 100 x 58 x 17.8 mm and weighs 100g [20][22]. - The E5576-825 has a built-in 1500 mAh battery, providing up to 6 hours of usage, whereas the E5576-826 has a 3000 mAh battery, offering up to 12 hours of usage [20][22]. Data Plans - Huawei offers various data plans for the device, including: - Annual plans: 49.91 yuan/month for three networks, 41.58 yuan/month for dual networks, and 33.25 yuan/month for single network [19]. - Semi-annual plans: 76.5 yuan/month for three networks, 49.83 yuan/month for dual networks, and 41.5 yuan/month for single network [19]. - Monthly plans: 79 yuan/month for three networks, 69 yuan/month for dual networks, and 59 yuan/month for single network [19]. - Small data plans: 100GB for 49 yuan/month for three networks and 39 yuan/month for dual networks [20].

Core Insights - The company focuses on breakthroughs in core technologies related to connectivity (CT technology) and computing power (IT technology) [1] - Emphasis is placed on core products such as 5G, optical networks, computing power, and terminals, along with a strategic patent layout to enhance core competitiveness [1] R&D and Product Development - In the computing power sector, the company is strengthening the development of intelligent computing products and industry ecosystem collaborations, particularly in response to new opportunities presented by AI large models [1] - The company is developing a full-stack computing infrastructure that includes self-developed chips, intelligent computing servers, data center switches, and large-scale clusters, as well as integrated intelligent computing machines [1] Software Solutions - The company is also focusing on software solutions such as resource management platforms, training and推 platforms, Nebula large models, and intelligent factories, aiming to create an open and inclusive intelligent computing foundation [1] - The goal is to provide end-to-end, full-stack, and all-scenario intelligent computing solutions to meet diverse AI application needs [1]

Core Viewpoint - ZTE Corporation emphasizes its commitment to independent innovation in core technologies such as chips, operating systems, and databases, showcasing its industry-leading capabilities in these areas [1] Group 1: Chip Technology - The company possesses industry-leading full-process design capabilities in chip technology [1] Group 2: Operating Systems - ZTE's industrial-grade operating system is recognized for its leading performance in real-time processing, reliability, and security [1] Group 3: Database Technology - The self-developed GoldenDB database supports an average daily financial transaction volume exceeding 10 trillion yuan and processes over 10 billion core transactions, catering to more than 900 million mobile users for billing [1] - Both the new Spindle server operating system and the GoldenDB distributed database have passed national security and reliability assessments [1]

（编辑 丛可心） 证券日报网讯 1月7日，中兴通讯在互动平台回答投资者提问时表示，公司一直以来都重视研发资源的 投入和研发效率，公司的研发投向及成果围绕连接（CT技术）和算力（IT技术），聚焦底层核心技术 突破，5G及未来演进、光网、算力、终端等核心产品，以及价值专利布局，持续提升核心竞争力。 ...

证券日报网讯 1月6日，中兴通讯（000063）在互动平台回答投资者提问时表示，中东市场是公司国际 市场的组成部分之一，公司在中东市场稳健经营。 ...

Core Viewpoint - ZTE Corporation emphasizes that new transmission media, such as hollow-core fiber, will be crucial for the evolution of optical transmission equipment, although the company does not produce hollow-core fibers [1] Group 1: Technological Advancements - The company has completed the adaptation of its optical transmission equipment to work with hollow-core fibers [1] - To leverage the high-capacity transmission advantages of hollow-core fibers, the company has developed advanced optical modulation techniques, more efficient amplifier technologies, and sophisticated dispersion compensation algorithms [1] Group 2: Record Achievement - In collaboration with operators, the company has set a world record for transmission over hollow-core fiber, achieving a distance of 10,714 kilometers [1]

Group 1 - The core viewpoint of the article highlights the growth in consumption and exports in Henan Province, with significant increases in various sectors [1] Group 2 - In the automotive sector, consumption increased by 4.7% year-on-year [1] - The home appliance sector saw a consumption growth of 10.5% year-on-year [1] - The telecommunications equipment sector experienced a remarkable growth of 61.6% year-on-year [1] - Exports of electromechanical products grew by 22.9%, accounting for 66.1% of the province's total export value [1]

在这里，读懂中国经济、城市和楼市 文|凯风 以下文章来源于国民经略 ，作者凯风 国民经略 . 作为人口第一大区，白云区锚定2030年总量超4300亿元、2035年突破6000亿元的宏大蓝图。 当前，"再造一个新广州"迎来关键节点，经济连年跃升、发展动能愈发澎湃的白云区，正在全方位挑起大梁。 01 开局之年当有开局之势，起步之时当有关键之为。 2026年新年首个工作日，白云区企业家大会在华为广州研发中心拉开帷幕，吹响"十五五"时期"全面发力、决战冲刺"的时代号角。 每年的"新春第一会"或"新年第一会"，都有明显的风向标意义。 "十五五"开局之年的"首日首会"，在特殊的时间节点，更凸显经济大区"走在前、作示范、挑大梁"的使命感。 刚刚过去的2025年，广州白云区GDP总量向3300亿元迈进，跻身全市第一梯队。 近年来，白云在全国不断提级进位，位列2025年全国综合实力百强区第21位、赛迪创新百强区第20位，连续6年获评"中国领军智慧城区"。 面向未来，广州提出"2035年经济总量相比2023年翻番"，直指6万亿经济大市。 新年第一会，为何是"企业家大会"？ 作为"十五五"开局之年，2026年可谓至关重要。新年伊始 ...

Group 1: Core Trends in Technology Industry - Goldman Sachs identifies ten key trends in the technology sector for 2026, focusing on AI servers, optical communication, foldable iPhones, semiconductors, smart driving, and satellite communication, revealing structural investment opportunities driven by technological innovation and supply chain changes [1] - The AI server market is expected to see explosive growth, with shipments projected to increase from 19,000 units in 2025 to 50,000 units in 2026, driven by the rising penetration of ASIC chips, which is expected to reach 40% by 2026 [2] - The optical communication sector will benefit from the expansion of AI infrastructure, with demand for optical transceivers expected to surge as data centers upgrade from 400G to 800G/1.6T [3] Group 2: Key Developments in Specific Technologies - Liquid cooling technology is anticipated to see a significant increase in penetration, particularly in the ASIC AI server domain, as supply chains adapt to higher thermal challenges from increased computing power [4] - ODM manufacturers with strong commitments or capacity plans in the U.S. are expected to outperform the market, with companies like Hon Hai, Wistron, and Wiwynn favored due to their robust R&D capabilities and vertical integration [5] - The PC market faces significant challenges in 2026, with only global leaders like Lenovo expected to maintain resilience due to stronger supply chain bargaining power and exposure to high-end products [6] Group 3: Consumer Electronics and Semiconductor Insights - Apple's upcoming foldable iPhone is projected to ship between 11 million and 35 million units in 2026, becoming a strong catalyst in the smartphone market, with high-end foldable models driving growth for related component suppliers [7] - The PCB market remains solid, particularly for high-end CCL and PCB suppliers, benefiting from the growth in AI server shipments and increased ASIC penetration, with average selling prices expected to rise by 20-30% annually in 2026 and 2027 [8] - The Chinese semiconductor industry is expected to continue its growth, driven by local leaders' expansion plans and the rise of domestic GPU suppliers, with AI technology innovation and new demands from edge devices being key growth drivers [9] Group 4: Emerging Technologies and Future Outlook - The smart driving trend is expected to deepen in 2026, with the proliferation of urban navigation-assisted driving and Robotaxi services driving growth for chipsets, software, and sensor suppliers [10] - The low Earth orbit satellite industry is entering an acceleration phase, with increased rocket payload capacities and reduced launch costs expected to speed up satellite launches, alongside upgrades in satellite specifications [11]