Flash | 22 Dec 2025 04:00:00 ET │ 9 pages US Communications Equipment, Semiconductor Equipment and Semiconductors AAPL – Low investor interest despite positive views on IP17 demand in China and negative views on Android supply chain especially low end smartphones due to rising component costs and de-specing. Can Apple sustain gross margins on rising component costs? ANET – Why is company sounding bullish despite growing whitebox competition on 2026? CSCO – Will they acquire another software security company ...

Motorola Solutions, Inc. (NYSE:MSI) is included among the 13 Top Tech Stocks Paying Consistent Dividends. Motorola Solutions (MSI) Upgrade Reflects Valuation Reset, Says Morgan Stanley Analyst On December 17, Morgan Stanley analyst Meta Marshall upgraded Motorola Solutions, Inc. (NYSE:MSI) to Overweight from Equal Weight. The firm set a new price target of $436, down from $471. Even with the lower target, Morgan Stanley said the stock now offers a more attractive entry point. The analyst described Motor ...

格隆汇12月22日丨唯捷创芯(688153.SH)在互动平台表示，公司的卫星通信产品已实现规模化应用。作 为国内最早推出相关解决方案的公司之一，该产品已实现批量出货，并成功应用于智能手机等移动终 端，为用户提供了可靠的卫星通信服务。目前，公司正积极推动该技术在更多领域的融合与拓展：一方 面，与多家汽车制造商开展深度合作，将卫星通信功能集成至车载系统，以提升车辆在偏远地区的通信 能力；另一方面，也在加速布局与卫星通信相关的新兴产品及应用。未来，公司将继续深耕卫星通信技 术，持续探索其在各类终端与垂直行业的创新应用，致力于为6G空天地一体化的通信网络建设贡献力 量。 ...

创远信科公告，公司于近期与中关村泛联移动通信技术创新应用研究院签署了《战略合作协议》。双方 将围绕5G-A/6G等领域新一代信息通信技术开展基础理论研究、关键技术研究、产品联合开发、测试测 评和技术咨询等合作，共同推动5G-A/6G等新一代信息通信技术快速发展。 ...

你没看错，人工智能还有利好！ 此前人工智能其实进行了小调整，原因也比较简单，国外害怕人工智能领域出现泡沫，所以当时比较恐慌导致相关领域大跌。 但是现在看，这个恐慌暂时不需要担心，尤其是对于咱们国内的人工智能领域来说，我们走的是属于自己的人工智能之路。 从"开展"到"深化拓展" 前几天，上面召开了经济工作会议。这个会议是上面每年规格最高的经济会议，一般在12月中下旬召开，作用给下一年的中国经济政策走向定调。 在老虎君看来，今年的这个会很重要，因为2026年正好是"十五五"规划的开局之年，其中对于人工智能，是这么说的：要"深化拓展'人工智能+'，完善人 工智能治理"。 这个表述很有意思，去年的会议，说的是"开展人工智能+行动"，今年直接变成了"深化拓展人工智能+"，这个信号其实很明显了，明年可能不是人工智 能独舞，但是最起码还会有一系列的政策+资金等支持。 这周，首批跟踪双创AI指数的ETF陆续上市交易了，比如今天就是科创创业人工智能ETF易方达（159140）上市交易的日子。 现在，大家对于人工智能领域的投资价值和投资逻辑已经越来越认定了，甚至我看了不少券商的2026年投资展望研报，大部分都认为2026年人工智 ...

Key Takeaways Earnings yield highlights stocks generating strong profits relative to price.The screen targets earnings yield above 10%, forward EPS growth, solid liquidity, and stocks priced above $5.Upcoming jobs, inflation and retail sales reports to shape rate-cut expectations and broader market direction.Markets ended yesterday slightly lower as pressure continued on some of the biggest names tied to the artificial intelligence (AI) trade. After a strong run, investors are starting to question whether A ...

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Core Viewpoint - Viav Solutions (VIAV) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system highlights the strong correlation between changes in earnings estimates and stock price movements, making it a valuable tool for investors [2][3]. - Institutional investors often rely on earnings estimates to determine a company's fair value, leading to stock price fluctuations based on their buying or selling activities [3]. Company Performance and Outlook - The upgrade for Viav Solutions reflects an improvement in its underlying business, with rising earnings estimates expected to drive the stock price higher [4]. - For the fiscal year ending June 2026, Viav Solutions is projected to earn $0.67 per share, with a 34% increase in the Zacks Consensus Estimate over the past three months [7]. Zacks Rank System - The Zacks Rank system categorizes stocks into five groups based on earnings estimates, with a proven track record of Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [6]. - Viav Solutions' upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating strong potential for market-beating returns in the near term [9].

多个股吧内，股民纷纷追问大跌原因及"小作文"具体内容，以及要求公司证券部出面澄清等。 12月11日中午，中兴通讯在港交所发布内幕消息公告。 12月11日上午，受外媒利空消息扰动等因素影响，中兴通讯A/H股同步走低。截至午间收盘，A股跌7.73%，H股跌超9%。 中兴通讯A股半日成交额达103.69亿元，排全市场第三位。 | 序号 代码 | 现价 涨跌 涨跌幅 成交额 * | 1 300502 新易盛 441.49 9.23 2.14% 150.05亿 | | --- | --- | --- | | 2 300308 中际旭创 609.14 -6.86 -1.11% 110.33亿 | | | | B 000063 中兴通讯 38.77 -3.25 -7.73% 103.69亿 | | | | 4 300476 胜宏科技 303.91 0.71 0.23% 88.98亿 | | | | 5 300394 天孚通信 227.19 -8.17 -3.47% 85.35亿 | | | | 6 688795 C摩尔-U 857.70 122.70 16.69% 81.96亿 | | | 中兴通讯称，董事会已知悉近期新闻 ...

Harmonic (NasdaqGS:HLIT) FY Conference Summary Company Overview - **Company**: Harmonic - **Industry**: Video Infrastructure and Broadband Solutions Key Points Video Business Sale - Harmonic initiated a strategic review of its video business in November 2023, considering a sale but did not find a suitable buyer until recently when MediaKind made a compelling offer [6][7] - The sale is expected to enhance Harmonic's focus on its broadband business, allowing for capital infusion and operational flexibility [8][36] Broadband Business Focus - Harmonic aims to leverage its leadership in virtualized CMTS and fiber broadband solutions, positioning itself as a pure-play broadband provider [8] - The company anticipates growth in its broadband segment, particularly with the rollout of DOCSIS 4.0 technology, which is expected to gain traction in 2026 [16][17] Customer Dynamics - Harmonic has a significant customer concentration with Comcast and Charter, but is expanding its customer base with over 140 customers now on its platform [19][34] - The company is seeing increased demand from non-top two customers, indicating a broader market opportunity [19][35] Technology and Product Development - The company is focused on enhancing its cOS platform and introducing new products like Seastar for low-density MDUs, which is gaining traction in the telco market [26] - Harmonic's solutions are designed to be flexible, allowing for integration with various operators and technologies [25] Financial Outlook - The company targets a margin structure above 50% as it shifts towards a more favorable mix of software licenses versus hardware sales [40] - Harmonic has a $200 million share repurchase program, with $66 million executed by the end of Q3 2025, indicating strong liquidity and capital allocation priorities [46] Market Opportunities - The BEAD program is expected to provide funding for rural network development, with Harmonic positioned to benefit from this initiative in the future [28][29] - The company is exploring both organic and inorganic growth opportunities, particularly in fiber solutions, to reduce customer concentration risks [45] Competitive Landscape - Harmonic faces competition from fiber providers and fixed wireless access providers, necessitating continuous upgrades to maintain competitiveness [33] - The company is well-positioned to capitalize on the growing demand for broadband infrastructure as operators invest in network upgrades [33] Additional Insights - The complexities involved in the divestiture of the video business include IT infrastructure and compliance processes, which may delay the transaction closure until the first half of 2026 [14] - Harmonic's strategic focus on broadband is expected to yield long-term growth, supported by technological advancements and expanding customer relationships [8][20]