中国科学院院士、东南大学首席教授洪伟强调，中低轨卫星网与空天地海一体化网络将是6G重要布局 方向，我国发展高速空天地海一体化网络已刻不容缓。此外，洪伟认为，实现卫星超大容量的最有效途 径就是大规模多波束阵列，毫米波将是最主要的工作频段。中国工程院外籍院士、东南大学教授王江舟 则表示，通感一体化是6G发展的关键，当前仍面临散射特性分析、协作通感系统性能评估及组网规划 等技术挑战，需产学研协同攻坚。 创远信科对上海证券报记者表示，从测试赛道来看，测试技术进一步升级，测试仪器向更高频段、更大 带宽、更智能方向发展；太赫兹测试、空天地一体化测试、AI通信测试成为核心赛道，国产测试设备 将加速替代进口，抢抓市场机遇。 下一步，工业和信息化部表示，将围绕统筹推进"建、用、研"三个方面，突出"升级、迭代、深化"三个 关键词，推动信息通信行业高质量发展。其中提到加快技术迭代，包括加快推进6G技术研发，前瞻布 局和培育面向6G的应用产业生态。 张大伟 制图 ◎记者 柴刘斌 1月21日，工业和信息化部新闻发言人、信息通信发展司司长谢存在新闻发布会上介绍：目前，我国5G 标准必要专利声明量全球占比达42%；6G研发已完成第一阶段技 ...

写在文章前的声明：在本文之前的说明：本文中所列的投资信息，只是一个对基金资产净值进行排行的客观描述，并无主观倾向性，也不是投资建议，纯属 娱乐性质。 一顿操作猛如虎，基金净值已更新，谁是基金中的王者，谁又垫底，请看数据： | 基金简称 PK | | | 人都是很多的一切的电影 | | | --- | --- | --- | --- | --- | | 1 | 富国价值发...C | 1.2962 | 3.92% | 8 | | | 019343 | 2026-1-20 | | | | 2 | 富国价值发... A | 1.3122 | 3.92% | 27 | | | 019342 | 2026-1-20 | | | | 3 | 国投瑞银白 ... A | 2.6095 | 3.88% | 8 | | | 161226 | 2026-1-20 | | | | 4 | 富国研究精 ... C | 2.9810 | 3.65% | 7 | | | 016313 | 2026-1-20 | | | | 5 | 富国研究精... D | 3.0400 | 3.61% | | | | 019636 | 2026-1-2 ...

Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter. The firm anticipates stronger market volatility in the coming years and has moderated its enthusiasm. A copy of the letter can be downloaded here. The Wedgewood Composite returned -1.8% (net) in the fourth quarter compared to the S&P 500’s 2.7%, the Russell 1000 Growth Index’s 1.1%, and the Russell 1000 Value Index’s 3.8% returns. YTD, the Composite gained 4.3% compared to 17.9%, 18.6%, and 15.9% returns ...

Amplify BlueStar Israel Technology ETF (ITEQ US) – Investment PropositionAmplify BlueStar Israel Technology ETF (ITEQ) presents exposure to Israel’s technology ecosystem, spanning cybersecurity, semiconductors, communications equipment, and software and services across domestic listings and U.S.-traded shares. The rules-based approach emphasizes companies tied to innovation, export markets, and intellectual-property-driven growth, producing a portfolio that typically leans toward mid- and large-cap growth c ...

Core Insights - The presentation outlines the top 10 stock picks for 2026, emphasizing strong performance in previous years and the potential for continued growth in the current market environment [10][99]. Market Overview - The financial markets experienced significant volatility in 2025, with technology stocks rising by 25% and communication services by 22%, while consumer staples finished in the red [13][12]. - The S&P 500 saw a decline of nearly 20% at one point, with the top stocks for 2025 down more than 20% before rebounding to finish up close to 45% [14][23]. - Gold reached historic highs during this period, driven by global economic uncertainties and increased central bank purchases [15]. AI and Technology Sector - The AI sector played a crucial role in market dynamics, with the "Mag 7" stocks trading at a forward P/E of 31x compared to the S&P 493 at 22x, indicating a significant premium for AI-driven companies [16][17]. - Hyperscalers like Amazon, Google, and Microsoft have increased their capital expenditures on AI infrastructure, raising concerns about the return on investment for these projects [18]. Stock Performance and Recommendations - Micron Technology (MU) is highlighted as a top pick with a market cap of $355 billion, showing a 254% increase over the past year and strong growth metrics [40][41]. - Advanced Micro Devices (AMD) has a market cap of $363 billion and a one-year return of 70%, with improved valuation metrics [52][53]. - Ciena Corporation (CIEN) has a market cap of $34 billion and a one-year return of 166%, with strong analyst revisions indicating positive sentiment [58][59]. - Celestica (CLS) and Coherent (COHR) are also noted for their strong growth and profitability metrics, with significant year-over-year returns [65][69]. Financial Sector Insights - Allstate Corporation (ALL) has a market cap of $53 billion and is focusing on AI underwriting, showing strong EPS growth of 99% year-over-year compared to the financial sector's 14% [72][76]. - Incyte Corporation (INCY) is recognized for its positive earnings and diverse pipeline in biotechnology, with a market cap of $19 billion [81][84]. Mining and Industrial Sector - Barrick Mining Corporation (B) has a market cap of $16 billion and is diversifying into copper, with a forward EPS growth rate of 46% [86][90]. - Willdan Group (WLDN) has a market cap of $1.57 billion and shows strong growth metrics, with a 61% EPS diluted growth rate [91][94]. - ATI has a market cap of $16 billion and is noted for its profitability improvements and strong analyst revisions [95][98].

Core Insights - The presentation outlines the top 10 stock picks for 2026, emphasizing strong performance in previous years and the potential for continued growth in the current market environment [10][99]. Market Overview - The financial markets experienced significant volatility in 2025, with technology stocks rising by 25% and communication services by 22%, while consumer staples finished in the red [13][12]. - A notable correction occurred from February to April 2025, where top stocks were down more than 20% at one point but rebounded to finish up close to 45% for the year [14][23]. - Gold reached historic highs during this period, indicating a safe haven for investors amid market corrections [15]. AI and Technology Sector - The AI frenzy significantly influenced market dynamics, with the "Mag 7" stocks trading at a forward P/E of 31x compared to the S&P 493 at 22x, indicating a premium for AI-driven companies [16][17]. - Hyperscalers like Amazon, Google, and Microsoft have increased their capital expenditures on AI infrastructure, raising concerns about the return on investment [18]. - The market saw a sharp decline in late January 2025 due to fears of overvaluation in AI stocks, leading to significant drops in major indices [22][29]. Stock Performance - The top 10 stocks for 2025 achieved a 45.68% return, significantly outperforming the S&P 500, which was up 17.6% [37]. - Historical performance shows that holding the top stocks from 2023 to 2025 would have yielded a 187% return compared to the S&P 500's 85% [39]. Top Stock Picks for 2026 - **Micron Technology (MU)**: Market cap of $355 billion, ranked 1 in the IT sector, with a one-year return of 254% and strong growth metrics [40][41]. - **Advanced Micro Devices (AMD)**: Market cap of $363 billion, ranked 17 in IT, with a one-year return of 70% and improving valuation metrics [52][53]. - **Ciena Corporation (CIEN)**: Market cap of $34 billion, ranked 3 in IT, with a one-year return of 166% and strong analyst revisions [58][59]. - **Celestica (CLS)**: Market cap of $34 billion, ranked 5 in IT, with a one-year return of 191% and strong growth indicators [65][66]. - **Coherent (COHR)**: Market cap of $33 billion, ranked 8 in IT, with strong growth metrics and a history of consistent earnings beats [69][70]. - **Allstate Corporation (ALL)**: Market cap of $53 billion, ranked 15 in financials, with strong EPS growth and undervalued compared to the sector [72][75]. - **Incyte Corporation (INCY)**: Market cap of $19 billion, ranked 19 in healthcare, with a one-year return of 42% and strong growth potential [81][84]. - **Barrick Mining Corporation (B)**: Market cap of $X billion, ranked 4 in materials, with a one-year return of 186% and strong cash flow [86][90]. - **Willdan Group (WLDN)**: Market cap of $1.57 billion, ranked 5 in industrials, with a one-year return of 190% and strong growth metrics [91][94]. - **ATI (ATI)**: Market cap of $16 billion, ranked 4 in industrials, with a one-year return of 114% and improving profitability [95][98]. Growth Metrics - The average forward revenue growth rate for the top 10 stocks is 20%, with an average EPS growth rate of 73%, significantly higher than the S&P 500's 6% revenue growth and 10% EPS growth [100].

Chicago, Illinois-based Motorola Solutions, Inc. (MSI) provides mission-critical communications, software, and services primarily for public safety and enterprise customers. Valued at a market cap of $64.8 billion, the company is ready to announce its fiscal Q4 earnings for 2025 in the near future. Before this event, analysts expect this tech company to report a profit of $4.03 per share, up 7.5% from $3.75 per share in the year-ago quarter. The company has topped Wall Street’s bottom-line estimates in e ...

Group 1 - ZTE Corporation's stock fell by 5.04% on January 13, closing at 40.30 CNY per share, with a trading volume of 7.954 billion CNY and a turnover rate of 4.80%, resulting in a total market capitalization of 192.776 billion CNY [1] - The company, founded on November 11, 1997, and listed on November 18, 1997, is based in Shenzhen, Guangdong Province, and primarily engages in the investment and sale of electronic and communication equipment components [1] - ZTE's main business revenue composition includes 49.00% from carrier networks, 26.91% from government and enterprise business, and 24.09% from consumer business [1] Group 2 - Changjiang Asset Management has one fund heavily invested in ZTE Corporation, specifically the Changjiang Xuri Mixed A Fund (021015), which held 65,000 shares in the third quarter, unchanged from the previous period, accounting for 3.44% of the fund's net value [2] - The estimated floating loss for the fund today is approximately 139,100 CNY [2] - The Changjiang Xuri Mixed A Fund was established on July 24, 2024, with a latest scale of 83.833 million CNY, and has achieved a year-to-date return of 5.42%, ranking 3148 out of 8836 in its category [2]

AmpliTech Group Receives over $9 million for its $4 Unit Subscription Rights Offering HAUPPAUGE, N.Y., Jan. 12, 2026 –  PRISM MediaWire (Press Release Service – Press Release Distribution) – AmpliTech Group, Inc. (Nasdaq: AMPG, AMPGW), a designer, developer, and manufacturer of state-of-the-art signal processing components for global communications infrastructure, including 5G/6G ORAN, satellite, and quantum computing systems, today announced the final results for its unit subscription rights offering.The ...

Photographer: Alex Kraus/Bloomberg In Germany, some small investors who lost everything on companies on the verge of insolvency are complaining that they haven’t been allowed to put more money into the collapsed businesses. Battery maker Varta AG, auto supplier Leoni AG and communications-equipment company Mynaric AG all used a relatively new process known as StaRUG in the past few years to restructure their debts. Most Read from Bloomberg In each case, stockholders were wiped out and, when it came ti ...