消息面上，TrendForce集邦咨询12月8日发布最新报告表示，随着数据中心朝大规模集群化发展，高速 互联技术成为决定AI数据中心效能上限与规模化发展的关键因素。2025年全球800G以上的光收发模块 出货量达2400万组，2026年预估将会达到近6300万组，增长幅度高达2.6倍。 另外，今日国内GPU龙头新股沐曦股份上市大涨693%，单签盘中最高盈利近40万元，成为A股史上"最 赚钱新股"。这显示出市场对于该股和相关板块的热情，也对今日的AI产业链相关板块有所提振。 一、市场总览及板块特征 各位投资者，大家好。 涨跌停板数据，不仅是反映板块和个股强弱的重要指标，更是体现市场情绪与资金流向的重要参考。那 么，今日的涨停个股有哪些特点呢？哪些涨停股又值得重点关注？ 今日，上证指数收盘上涨1.19%，深证成指下跌2.40%，沪深A股涨跌幅中位数为上涨0.61%。 涨停板方面，此前沉寂多日的AI产业链今日有较多个股涨停，具体来说是光通信板块和液冷服务器板 块。大消费板块和航空板块的涨停热度均有所降温。 沪深两市（不含ST个股）涨停49家，较昨日增加7家；跌停19家，较昨日增加4家。 从行业特征来看，今日涨停板个 ...

出品丨21财经客户端 21世纪经济报道 亚太股市全线下跌，港股阿里、中芯国际跌近4%，金银跳水 利好传来，智能驾驶概念大涨，万集科技20cm涨停，关注两大方向 专家：癌症2050年或将成可控制的慢性病 21君荐读 记者丨曾静娇 编辑丨刘雪莹 天眼查工商信息显示，近日，华为终端有限公司发生工商变更，郭平卸任董事长，由余承东接 任，孟晚舟、徐直军等卸任董事，同时，多位高管发生变更。 华为终端有限公司成立于2012年11月，法定代表人为魏承敏，注册资本6.06亿元人民币，经营 范围含开发、生产、销售通信及电子产品、计算机、卫星电视接收天线、高频头、数字卫星电 视接收机及前述产品的配套产品，并提供技术咨询和售后服务等。股东信息显示，该公司由华 为终端（深圳）有限公司全资持股。 SFC ...

This communications technology company, known for network assurance, saw significant insider selling in the latest regulatory filing.On Dec. 10, 2025, Rick Burns, Director of Viavi Solutions (VIAV 5.24%), sold 3,384 shares in an open-market transaction for $63,483.84, according to the SEC Form 4 filing.Transaction summaryMetricValueShares sold (direct)3,384Transaction value$63,483.84Post-transaction shares (direct)3,384Post-transaction value (direct ownership)$64,972.80Transaction value based on SEC Form 4 ...

【中关村在线上海行情】近日，华为S1730S-S24T4S-QA2交换机在中关村在线商家"上海捷越电子科技有限公 司"特价促销，详情请咨询商家联系电话：18918809196。华为S1730S-S24T4S-QA2交换机以企业级性能与便捷 管理，成为构建可靠网络的核心设备。其搭载的智能芯片具备强劲数据处理能力，可高效转发多终端并发数 据，配合优化的内部架构，有效降低延迟与丢包率，保障视频会议、大型文件传输等关键业务流畅运行。设备 支持多种智能管理方式，既可用图形化界面实现可视化运维，也能通过云端平台完成远程配置与监控，大幅降 低IT管理门槛。丰富的接口类型满足灵活组网需求，同时内置多重安全防护机制，从接入认证到数据传输全程 守护，搭配节能设计，在提升性能的同时减少能耗支出，契合企业绿色办公理念。 在多元企业场景中，这款交换机展现出广泛适配能力。中小型 企业办公区里，它能稳定连接电脑、打印机、无线AP等多类设 备，支撑多部门协同办公的网络需求；连锁门店与分支机构 中，通过集中化管理功能，总部可实时掌控各网点网络状态， 保障收银系统与业务数据的稳定传输。智慧教室与培训机构场 景下，其低延迟特性适配在线教学与互动演 ...

Summary of Motorola Solutions FY Conference Call Company Overview - **Company**: Motorola Solutions (NYSE: MSI) - **Date of Conference**: December 11, 2025 Key Points Industry and Business Segments - **LMR (Land Mobile Radio) Business**: - The LMR business is expected to grow at a mid-single-digit rate overall, with a strong transition towards a services-attached software model [16][18][20] - The addition of Silvus has improved the growth profile of the LMR business [19] - Infrastructure segment is valued at less than $2 billion, with significant opportunities for upgrades from customers [20] - Devices segment is approximately $2.5 billion, with a focus on the APX NEXT radio, which has seen strong adoption [21] Financial Performance and Growth - **Funding Environment**: - The state and local business is approximately $5 billion, with a diverse customer base making around 20,000 purchase orders annually [34][35] - Expected double-digit growth in both products and services for Q4 [36] - Federal business accounts for about 9% of revenues, with potential growth from new funding sources [41] Silvus Acquisition - **Silvus Overview**: - Silvus has achieved $500 million in annual revenue with 45% EBITDA margins [45] - The technology focuses on mobile ad hoc networks (MANET) for mission-critical applications [45] - The total addressable market (TAM) for Silvus is estimated at $3 billion, expected to double in the next four to five years [51] Product Innovations - **APX NEXT Transition**: - The transition to APX NEXT is ongoing, with expectations to increase from 200,000 to 300,000 subscribers by the end of the next year [21][56] - The introduction of the SVX device is expected to enhance the value proposition and drive further adoption of APX NEXT [57] Video and Command Center Software - **Video Business**: - The video business is projected to grow at 10%-12% annually, with a strong focus on software and services [60] - Transitioning customers from on-premise to cloud solutions is a key growth driver [61] - **Command Center Software**: - The command center software business is growing at 12%, with a focus on integrating various modules into PSAPs [74] - Motorola is in over 60% of the 6,000 911 centers in the U.S. [72] Capital Return and M&A Strategy - **Financial Strategy**: - Motorola Solutions has a strong balance sheet, allowing for continued M&A activity and capital returns through buybacks and dividends [75] - The company is on track to buy back over $1 billion in stock this year [76] Conclusion - Motorola Solutions is positioned for steady growth across its LMR, video, and command center software segments, with strategic acquisitions like Silvus enhancing its market presence and technological capabilities. The company is optimistic about its funding environment and customer engagement, setting a positive outlook for the upcoming fiscal year.

天眼查App显示，近日，苏州三尔威通讯有限公司成立，法定代表人为JIN YOUNG DARL，注册资本 300万人民币，经营范围为一般项目：通信设备制造；电子元器件与机电组件设备制造；移动通信设备 销售；通用设备制造（不含特种设备制造）；通用零部件制造；机械零件、零部件加工；计算机软硬件 及外围设备制造；信息系统集成服务；物联网技术研发；物联网应用服务；通讯设备销售；光通信设备 销售；电子产品销售；电子元器件批发；电子元器件与机电组件设备销售；电子元器件零售；光电子器 件销售；集成电路芯片及产品销售；计算机软硬件及辅助设备批发；技术服务、技术开发、技术咨询、 技术交流、技术转让、技术推广；通用设备修理；专用设备修理；电气设备修理；计算机及办公设备维 修；通讯设备修理；货物进出口；技术进出口（除依法须经批准的项目外，凭营业执照依法自主开展经 营活动）。 ...

Summary of Hewlett Packard Enterprise Company (NYSE:HPE) FY Conference Call Company Overview - **Company**: Hewlett Packard Enterprise Company (HPE) - **Date of Conference**: December 10, 2025 - **Key Speaker**: Marie Myers, EVP CFO Core Industry Insights - **Industry Focus**: IT hardware and networking, particularly following the acquisition of Juniper Networks - **Market Dynamics**: Transition towards AI-led networking, with a significant shift in revenue and profit contributions from networking segments Key Points and Arguments Financial Performance and Projections - **Revenue Contribution**: Approximately 30% of revenue and 50% of operating profit now derived from networking post-Juniper acquisition [8][10] - **2026 Revenue Guidance**: Targeting $11 billion in networking revenue, representing a year-on-year growth of 65%-70% [10] - **Earnings Segmentation**: Business will be segmented into four areas: campus and branch, data center, routing, and security [8] Integration and Synergies - **Sales Force Integration**: Integration of sales organizations is a critical milestone, expected to be completed by January 2026 [12][13] - **Cost Synergies**: Projected cost synergies of $600 million over the next few years, with $200 million expected annually [17] - **Revenue Synergies**: Initially no revenue synergies were anticipated, but potential opportunities are emerging as integration progresses [16][19] Market Opportunities - **Data Center Growth**: New opportunities in data center bidding, combining server and networking solutions [13][20] - **Routing and Security Markets**: Significant growth potential in routing, with Juniper's capabilities enhancing HPE's offerings in this area [21] - **AI Server Market**: Focus on enterprise and sovereign opportunities, with over 50% of order backlog in these segments [24][25] GreenLake and ARR Model - **Annual Recurring Revenue (ARR)**: Achieved $3.2 billion in ARR, with expectations to reach $3.5 billion by year-end [31] - **SaaS Contribution**: Over 80% of ARR driven by SaaS and software, enhancing gross margin profiles [32] Commodity Market Challenges - **Commodity Pricing**: Anticipated volatility in DRAM and NAND pricing, with strategies in place to pass costs onto customers [40][41] - **Demand Shaping**: Utilizing demand shaping techniques to manage pricing pressures and maintain margins [42] Storage and Server Business - **Storage Strategy**: Focus on owned IP with the Alletra MP platform, experiencing triple-digit growth in orders [46] - **Server Upgrades**: High demand for Gen 11 and Gen 12 servers due to performance and power efficiency, with expectations for continued growth despite commodity cost pressures [49][50] Financial Outlook - **Margin Drivers**: Anticipated tailwinds from restructuring and cost synergies, with a focus on maintaining cash flow and returning equity to shareholders [58][60] - **Cash Flow Performance**: Positive cash flow performance noted in Q4, with improvements in working capital management [60] Additional Important Insights - **Market Positioning**: HPE is positioned as a strong number two in the campus and branch market, leveraging the strengths of both Mist and Aruba Central platforms [54][56] - **Sales Strategy Transition**: Transitioning sales strategies to accommodate SaaS and software sales, requiring new incentive structures for sales personnel [36][37] This summary encapsulates the key insights and strategic directions discussed during the conference call, highlighting HPE's transformation and growth opportunities in the evolving IT landscape.

sankai/iStock via Getty Images The following segment was excerpted from the Atai Capital Management Q3 2025 Letter. The portfolio's top contributor for the quarter was BK Technologies Corp (BKTI) ("BKT"), which is a position I have not mentioned previously, and we'll cover in more detail shortly. Other notable contributors included Bel Fuse (BELFB) and an undisclosed position. Detractors for the quarter consisted of a large undisclosed position and AstroNova (ALOT). As mentioned in prior letters, partn ...

格隆汇12月5日｜A股市场通信设备股走强，其中，中富通涨超11%，永鼎股份、特发信息、国脉科技 10CM涨停，太辰光涨超9%，南京熊猫涨超7%，光库科技涨超6%，武汉凡谷、烽火电子涨超5%，阿莱 德、灿勤科技、国盾量子、万马科技涨超4%。 ...

High-speed optical cables and server racks represent surging AI data-center demand boosting revenue for Ciena, Lumentum, and Coherent. Key Points AI-driven demand for high-speed optical networking is fueling a major rally in communication technology stocks. Companies like Ciena, Lumentum, and Coherent are seeing record revenue growth from cloud and hyperscaler customers. Despite steep P/E ratios, strong forward earnings and expanding margins point to sustained long-term potential. Interested in Ciena ...