那首先，其实从当前的 Agent 的情况来看，这两周其实关于 Agent 的一些新的产品，包 括 Automic 的发的这个 Skills 也好，或者说是 Co-Work 也好，或者说是 Minimax 发的 Agent 2.0 也好。其实我们都可以看到 Agent 在今年 2026 年初，其实出现的这个产品 的这个迭代，以及大厂的这个发布的类型。其实有个明显的加速。那这里其实很明显的一 点是来自于模型的持续迭代和突破，使得 Agent 的发展带来可能。那这里的一些比较标志 性的建筑，标志性的事件，可以看到从 Meta 数 10 亿美元收购 Minus 开始，其实整其实 整个 Agent 已经从单一的垂直领域的单一任务的完成。 开始往常规化复杂任务的拆解及跨应用的操作能力进行发展了。所以伴随着整个模型能力 的增加，以及每一代，就是新出的模型强调通过 A to A 或者 MCP，或者说是视觉处理的 方法，来进行整个工具的调用，或者说是跨系统的使用。其实这就意味着智能体或者说 Agent 会将有可能成为下一代操作系统的核心，或者说是我们接下来跟软件，跟计算机交 互的方式发生变化。那软件本身，是计算机，人与计算机的 ...

Group 1 - AST SpaceMobile, Inc. focuses on providing satellite-based mobile communication services using low-Earth orbit (LEO) satellites, competing with companies like SpaceX's Starlink and OneWeb [1][5] - UBS has set a price target of $137 for ASTS, indicating an 18.34% potential increase from its current price of $115.77 [1][5] - The stock price of ASTS is currently $115.77, reflecting a 14.34% increase with a trading volume of 33.68 million shares, indicating strong investor interest [3][4][5] Group 2 - AST SpaceMobile has secured a significant contract with the Missile Defense Agency (MDA) for the SHIELD Program, enhancing U.S. national security [2][5] - The SHIELD Program is part of the Golden Dome strategy, focusing on building defenses against various threats, with ASTS providing secure communications and command-and-control capabilities [2]

Market Performance - The Shanghai Composite Index fell by 0.3%, the Shenzhen Component Index decreased by 1.22%, the ChiNext Index dropped by 1.83%, and the STAR Market Index declined by 1.43% [1][1][1] - Sectors such as satellite internet, CPO, commercial aerospace, and 6G experienced significant declines, while real estate, advanced packaging, and retail sectors saw gains [1][1][1] Technical Indicators - A MACD golden cross signal has formed, indicating potential upward momentum for certain stocks [1][1]

沪深两市半日成交额达2.31万亿元，较上个交易日放量2455亿元。个股涨多跌少，全市场共3801只个股上涨，143只个股涨停，有1501只个股下跌。 从板块看，文化传媒、软件开发、商业航天等板块涨幅居前，Sora概念股强势走高，光伏设备、医疗服务板块拉升；保险、石油天然气等板块下挫。 AI应用再度爆发 Sora概念股强势走高 上午，AI应用再度爆发，Sora概念股强势拉升，多只概念股涨停。 个股掀"涨停潮"。其中，流金科技录得30cm涨停，拓尔思（300229）、易点天下（301171）、中文在线（300364）均录得20cm涨停，博瑞传播 （600880）、国脉文化（600640）、视觉中国（000681）等录得10cm涨停。 | Sora概念 (文 | 盯着 | 问财 | | --- | --- | --- | | 名称 | 分时 | 涨幅/现价 | | 流金科技 | | +29.92% | | 920021 | | 9.51 | | 拓尔思 | | +20.02% | | 300229 | | 26.44 | | 易点天下 | | +20.00% | | 301171 | | 63.23 | | 值得买 ...

Core Insights - Evergreen Marine has upgraded its fleet to Inmarsat's NexusWave bonded connectivity solution, enhancing crew experience and accelerating digitalisation [1][2][3] Group 1: Company Developments - Evergreen Marine is the first Taiwanese operator to implement the NexusWave solution, reinforcing its long-standing partnership with Inmarsat Maritime [1] - The upgrade to NexusWave introduces bonded, multi-network connectivity, providing fast speed, unlimited data, and always-on performance for crew and operations [2] - The solution is designed to enhance crew welfare, strengthen cybersecurity, and support operational excellence [3] Group 2: Technological Advancements - NexusWave leverages the ViaSat-3 ultra-high-capacity network, enabling scalable platforms for predictive analytics and real-time monitoring across the fleet [2] - The solution is secure-by-design and engineered to scale with demand, aligning with Evergreen's growth plans [2][3] - The transition to NexusWave is part of Evergreen's 'Evergreen IT' modernisation programme, aimed at continuous innovation for customers [1][3]

Core Insights - AST SpaceMobile, Inc. (ASTS) satellites enable direct satellite communication on regular mobile phones, supporting future defense needs and enhancing connectivity in remote or disaster-affected areas [1][11] - The U.S. government has awarded multiple defense contracts to ASTS, integrating its satellite network into military communications for improved secure connectivity [3][11] - The global commercial space launch market is rapidly growing, with a focus on space resilience and secure connectivity, positioning AST SpaceMobile's network as a valuable asset for defense [4] Company Performance - AST SpaceMobile shares have increased by 291.7% over the past year, significantly outperforming the industry growth of 24.4% [9] - The company currently trades at a forward price-to-sales ratio of 122.6, which is considerably higher than the industry average [12] - The Zacks Consensus Estimate for AST SpaceMobile's bottom line for 2025 has decreased by 8.16% to a projected loss of $1.06, while the estimate for 2026 has declined by 8.8% to a loss of $0.74 [13]

格隆汇12月30日丨梅安森(300275.SZ)在投资者互动平台表示，公司参股子公司知与行主要基于稀疏相 控阵算法等技术开发了卫星通信相关产品。知与行将持续关注卫星通信领域的技术发展及应用落地情 况，积极学习行业先进技术，针对高低轨卫星通信场景开展技术攻关，全力开发适配相关场景的新产 品。同时，鉴于相关技术研发与产品开发过程中存在诸多不确定性，敬请广大投资者注意投资风险。 ...

Core Viewpoint - WISeKey International Holding AG and Columbus Acquisition Corp. are progressing towards a business combination, with a draft registration statement submitted to the SEC, marking a significant milestone in the merger process [1][4][6]. Group 1: Business Combination Details - The business combination will result in WISeSat and Columbus becoming wholly owned subsidiaries of a newly formed British Virgin Islands holding company, Pubco, which is expected to be listed on Nasdaq [4][6]. - WISeSat shareholders will receive Pubco shares valued at $250 million, with the exchange rate set at $10.00 per share [4][6]. - Columbus's trust account will contribute any remaining cash after shareholder redemptions to support Pubco's operations and commercialization efforts [5][6]. Group 2: WISeSat Overview - WISeSat, through its subsidiary WISeSat.Space AG, offers a next-generation satellite platform for secure and cost-effective IoT connectivity, utilizing post-quantum cryptographic technology [2][14]. - The company has launched 22 satellites, with 14 currently operational, and aims to deploy a total of 100 satellites by 2030 to enhance IoT connectivity across various industries [2][14]. Group 3: Technological Advancements - WISeSat successfully launched a post-quantum-secure satellite in December 2025 to validate SEALSQ's Quantum Shield technology, marking a significant step towards quantum-resilient satellite-based IoT connectivity [3]. - A full-functional satellite launch integrating the QS7001 chipset is planned for Q1 2026, emphasizing WISeSat's commitment to secure space communications [3]. Group 4: Advisory and Legal Framework - Maxim Group LLC is serving as the exclusive financial advisor to WISeKey for the business combination, while Ellenoff Grossman & Schole LLP and Loeb & Loeb LLP are providing legal advisory services to WISeSat and Columbus, respectively [9].

Group 1: Company Overview - Globalstar, Inc. (NASDAQ:GSAT) is an international telecom infrastructure provider that offers reliable satellite and terrestrial connectivity services, operating a satellite constellation in low Earth orbit for secure data transmission across various applications [4] Group 2: Market Position and Strategy - Deutsche Bank initiated coverage of Globalstar on December 16 with a price target of $62 and a Hold rating, emphasizing the company's strategic shift from competing directly with Inmarsat and Iridium to becoming a major capacity supplier for Apple's direct-to-device network [1] - Following the arrangement with Echostar and SpaceX, Globalstar's spectrum has gained "material" strategic value, contributing to the stock's more than doubling in the last three months [2] Group 3: Expansion Plans - Globalstar announced plans to enhance its third-generation mobile satellite services in Central and South America by adding eight new six-meter C-3 tracking antennas to its ground stations in Brazil, as part of a broader global expansion that includes up to 90 new tracking antennas for its C-3 satellite system [3]

Group 1 - Crossroads Capital LLC reported a 6.4% net appreciation in its investment fund for Q3 2025, resulting in a year-to-date return of 34.1% net through Q3 2025 [1] - The fund has achieved a compounded return of 21.4% gross and 17.3% net since its inception [1] - AST SpaceMobile, Inc. (NASDAQ:ASTS) experienced a one-month return of 55.79% and a 52-week gain of 268.16%, with a market capitalization of $31.773 billion as of December 22, 2025 [2] Group 2 - Crossroads Capital highlighted significant advancements by AST SpaceMobile, Inc. in Q3 2025, transitioning from R&D to a focus on commercialization of its space-based cellular broadband network [3] - The company is making progress in manufacturing acceleration, spectrum acquisitions, partnerships, and regulatory matters, positioning itself for initial service rollout in 2026 [3] - Despite the potential of AST SpaceMobile, it is not among the top 30 most popular stocks among hedge funds, with 25 hedge fund portfolios holding the stock at the end of Q3, down from 30 in the previous quarter [4]