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主力板块资金流入前10:互联网服务流入72.73亿元、软件开发流入68.36亿元
Jin Rong Jie· 2026-01-14 04:04
| 专用设备 | 2.26 | 13.42亿元 | 中国一重 | | --- | --- | --- | --- | | 电子元件 | 2.41 | 12.65亿元 | 沪电股份 | | 电池 | 2.46 | 12.59亿元 | 先导智能 | | 汽车零部件 | 1.37 | 9.31亿元 | 山子高科 | 据交易所数据显示,截至1月14日午间收盘,大盘主力资金净流入191.82亿元。主力资金流入前十大板块分别为:互联网服务(72.73亿元)、 软件开发 (68.36亿元)、 证券(26.16亿元)、 光学光电子(17.47亿元)、 光伏设备(14.58亿元)、计算机设备(13.79亿元)、 专用设备(13.42亿元)、电子元 件(12.65亿元)、电池(12.59亿元)、 汽车零部件(9.31亿元)。 *数据仅供参考,不构成投资建议 | | 板块名称 涨跌幅(%) 板块资金流向 | | 净流入最大 | | --- | --- | --- | --- | | 互联网服务 | 6.44 | 72.73亿元 | 东方财富 | | 软件开发 | 6.21 | 68.36亿元 | 恒生电子 | | 证券 | 2.0 ...
Bel Fuse (NasdaqGS:BELF.A) FY Conference Transcript
2026-01-13 19:32
Bel Fuse (NasdaqGS:BELF.A) FY Conference January 13, 2026 01:30 PM ET Company ParticipantsJames Ricchiuti - Senior VP Law DepartmentFarouq Tuweiq - President and CFOLynn Hutkin - Senior VPJames RicchiutiGood afternoon.Welcome to the 28th Annual Needham Growth Conference. My name is Jim Ricchiuti, Senior Analyst in the Equity Research Department at Needham and Company covering companies in the Advanced Industrial Technology space. Our next presentation will feature a conversation with the management of Bel F ...
Why Amphenol Stock Beat the Market Today
The Motley Fool· 2026-01-13 00:35
At a stroke, the company has become notably larger and more powerful in scope.The stock of electronic components specialist Amphenol (APH +3.67%) received quite a charge from investors on Monday. Juiced by the news that the company has completed its latest buyout, they sent the share price almost 4% higher that trading session, a rate that easily bettered the 0.2% gain of the bellwether S&P 500 index.A $10.5 billion developmentWell before market open that day, Amphenol announced its purchase of CommScope's ...
TE Connectivity plc (TEL) Benefitted from Secular Trends in Its Automotive and Industrial Sectors
Yahoo Finance· 2026-01-12 13:33
Core Insights - ClearBridge Investments reported strong but volatile performance in US equities for Q4 2025, with the S&P 500 Index returning 2.7% and the Russell Midcap Growth Index declining 3.7% [1] - The ClearBridge Growth Strategy achieved its third consecutive quarter of outperformance through a balanced, highly active share approach, capturing early momentum while providing downside protection during rising volatility [1] - The strategy maintained a disciplined portfolio management and opportunistic capital allocation philosophy [1] Company Highlights - TE Connectivity Ltd. (NYSE:TEL) is highlighted as a key stock in the ClearBridge Growth Strategy, with a one-month return of 0.63% and a 52-week gain of 64.36% [2] - As of January 9, 2026, TE Connectivity's stock closed at $231.60 per share, with a market capitalization of $68.22 billion [2] - The outperformance of the ClearBridge Growth Strategy in Q4 was attributed to balanced portfolio construction and strong stock selection, with TE Connectivity contributing positively due to trends in its automotive and industrial sectors [3] Hedge Fund Interest - TE Connectivity is not among the 30 most popular stocks among hedge funds, but it saw an increase in hedge fund portfolios holding its stock, rising from 47 to 60 in the last quarter [4] - While TE Connectivity is recognized for its potential, the company is compared to certain AI stocks that are believed to offer greater upside potential and less downside risk [4]
30-year veteran analyst reveals game plan for 2026
Yahoo Finance· 2026-01-09 02:37
After crunching the numbers historically, Stovall came away believing that last year's winners are best set up for another year of outsized returns.Stovall's S&P 500 target suggests we won't get a fourth consecutive year of double-digit returns for the benchmark index. However, returns aren't distributed evenly (as we all know), and some baskets will undoubtedly perform better than others.S&P 500 year-end target of 7,400 (up 7% at last check on Jan. 8, 2026)I recently wrote about how Goldman Sachs expects t ...
电子元器件:关注终端产品需求变化 ——2026 年实际需求与电子元器件出货量的缺口-Electronic Components Watching End-Product Demand ChangeGap Between Actual Demand and Electronic Component Shipments in 2026
2026-01-07 03:05
January 6, 2026 03:32 PM GMT Investor Presentation | Japan M Foundation Electronic Components: Watching End-Product Demand Change/Gap Between Actual Demand and Electronic Component Shipments in 2026 The expanding range of devices leveraging AI computing is driving demand for high-performance electronic components. However, we also expect valuations and the sustainability of EPS growth to come under scrutiny, and thus maintain our industry view at In-Line. Key Takeaways Morgan Stanley MUFG Securities Co., Lt ...
Knowles to Release Fourth Quarter and Full Year 2025 Financial Results on February 5, 2026
Businesswire· 2026-01-06 11:00
ITASCA, Ill.--(BUSINESS WIRE)--Knowles Corporation (NYSE: KN) a leading manufacturer of specialty electronic components, including high performance capacitors, radio frequency ("RF") filters, advanced medtech microphones, and balanced armature speakers, today announced the date for the release of its fourth quarter and full year 2025 financial results. Fourth Quarter 2025 Conference Call and Webcast Knowles will issue its fourth quarter and full year 2025 financial results on February 5, 2026,. ...
Why Jabil Stock Swooned by 7% on Monday
The Motley Fool· 2026-01-06 00:48
Investors were unenthusiastic about the company's latest expansion effort.A new acquisition announced by electronic components maker Jabil (JBL 7.05%) on Monday wasn't greeted warmly by Mr. Market. Investors traded out of the company on news of its latest deal, to the point where the stock lost more than 7% of its value that trading session.Starting off the new year with a new asset buyThat morning, Jabil announced that it is now the owner of privately held Hanley Energy Group, which specializes in energy m ...
奕东电子:公司一直从事精密电子零组件产品的研发、生产和销售
证券日报网讯 1月5日,奕东电子在互动平台回答投资者提问时表示,公司一直从事精密电子零组件产 品的研发、生产和销售,在高速通讯连接器相关产品上有很好的积累,公司会紧跟行业发展趋势,致力 于满足行业客户的需求。 (编辑 王雪儿) ...
Japan's Nikkei slips as tech stocks track Wall Street lower
The Economic Times· 2025-12-29 03:25
Market Overview - The Nikkei index decreased by 0.5% to 50,517.41, while the broader Topix index saw a slight increase of 0.04% to 3,424.42 [1][7] - All three major U.S. stock indexes closed nominally lower, ending a five-session rally [2][7] Sector Performance - Technology stocks in Japan, particularly chip-related companies, experienced declines, with Advantest and Tokyo Electron falling by 2.17% and 0.9%, respectively [7] - Electronic components maker TDK also saw a decrease of 1.3% [2][7] - Japan Tobacco and Bridgestone reported declines of 1.72% and 0.83%, respectively, as they went ex-dividend [4][5][7] - The rubber maker index within the Topix fell by 0.89%, marking it as one of the worst-performing sectors [6][7] Investment Trends - The Topix's value share index increased by 0.35%, while the growth share index decreased by 0.28% [6][7] - Value shares, which typically offer higher dividends, are expected to rise in January as retail investors purchase them for the Nippon Individual Savings Account (NISA) program [6][7] - The NISA program is expanding, providing tax exemptions on capital gains for retail investors [6][7] Banking Sector - Banks showed positive performance, with Mitsubishi UFJ Financial Group gaining 0.6%, and Sumitomo Mitsui Financial Group and Mizuho Financial Group rising by 0.63% and 0.76%, respectively [6][7] - The Bank of Japan's discussions indicated a potential need for continued interest rate hikes, influencing bank stock performance [6][7]