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中国出海人:滞留中东,不想躺平
吴晓波频道· 2026-03-05 00:30
点击图片▲立即查看 " 这次中东不少国家与城市在遭遇前所未有的危机下,表现出的物资管控与人员安抚能力,令不少人感到意外。 " 安国此前是华为外派员工,如今在迪拜公司工作。战火最先波及阿联酋首都阿布扎比,但他认为阿布扎比一直以安全著称,没有在意。 "本身打算多待几天,还要去利雅得。但带着孩子出差,怕孩子太折腾了,就先回去了。"中欧法律基金会(CELF) 联席理事长彭帅庆幸地告诉小巴。 北京时间 2 月 27 日晚 11 点,在迪拜谈好业务之后的彭帅坐上了飞往国内的航班, 2 月 28 日上午 10 点,落地成都天府机场。 下午 2 点,美国与以色列发动对伊朗的攻击,引爆中东战争,战火波及阿联酋、卡塔尔、巴林、科威特、沙特、伊拉克等周边国家的美军基地及大使馆,并不断扩大,中东航空普遍按下暂停键。 3月1日,迪拜国际机场关闭后 硝烟弥漫之中,幸运与不幸交织,毫无章法。 近年来,中东成为中国企业出海热土。 2025 年上半年,中国对中东地区货物出口额同比增长 10.2% ,比重达到 8.0% ,处于过去 10 年里的最高水平。 向外突围与破卷的中国出海人,迎面撞进了一个前所未有的荒诞世界。 文 /巴九灵(微信公众号: ...
全国政协议政建言“十五五”,科技创新、扩内需与惠民生齐发力
21世纪经济报道· 2026-03-05 00:10
扩大高水平对外开放、加快农业农村现代化、优化区域经济布局等经济建设问题的提案有2500 余件。 记者丨王峰 编辑丨张星 3月4日下午,全国政协十四届四次会议开幕。开幕会听取了政协第十四届全国委员会常务委员 会作工作报告、政协十四届三次会议以来提案工作情况的报告。 2026年如何围绕"十五五"规划实施议政建言?两份报告、开幕会前的首场"委员通道"点到了经 济发展、科技创新、改革开放、社会建设、民生保障等重点领域。 攒足力气摘下"高垂的果子" 2025年,全国政协共举办各类协商议政活动98场次,收到提案5992件,立案5061件,助力科 学制定"十五五"规划是重要任务。 5000多件提案中,围绕建设现代化产业体系、加快高水平科技自立自强、建设强大国内市场、 经济建设的提案占总数的一半左右,可见全国政协委员、民主党派中央和全国工商联的关切重 点之统一。 3月4日下午,全国政协委员、中国经济体制改革研究会会长郭兰峰走上全国政协十四届四次会 议首场"委员通道"。 "这五年我们国家的发展极不寻常,极不平凡,党中央带领全国各族人民克难关战风险,砥砺 前行,经济社会发展取得了新的伟大成就,用下面几个体现来简要概括。" 郭兰峰 ...
Ooma(OOMA) - 2026 Q4 - Earnings Call Transcript
2026-03-04 23:00
Ooma (NYSE:OOMA) Q4 2026 Earnings call March 04, 2026 05:00 PM ET Speaker6Good day, and thank you for standing by. Welcome to the Ooma, Inc. fourth quarter and fiscal year 2026 financial results conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question at that time, please press star one one on your telephone, and you will hear an automated message advising you your hand is raised. To withdraw y ...
SDOG Holdings Surge as Market Rotates out of Tech
Etftrends· 2026-03-04 22:04
Core Insights - The ALPS Sector Dividend Dogs ETF (SDOG) is experiencing a market rotation away from technology stocks towards sectors perceived as less vulnerable to artificial intelligence disruption [1] - The fund has returned 10.45% year-to-date and 3.94% over the past month, indicating strong performance amid sector-level shifts [1] - Significant gains were observed in utilities and basic materials, with Edison International (EIX) rising 20% and LyondellBasell Industries (LYB) increasing by 17.4% in February [1] Sector Performance - The Morningstar U.S. Energy Index surged 24.97%, the Basic Materials Index rose 18.73%, and the Industrials Index climbed 16.99%, while the Technology Index declined by 5.41% [1] - Software stocks are under pressure, with many falling 30% to 40% this year due to fears of AI disruption, exemplified by Accenture (ACN) declining 20.8% [1] Fund Methodology - SDOG's strategy involves selecting the five highest-yielding stocks from each of the 10 market sectors, allowing it to capture investor preferences across sectors [1] - The fund charges a 0.36% expense ratio and pays quarterly distributions, maintaining roughly 10% allocations across all sectors as of December 31 [1] Notable Stock Performances - Dow Inc. (DOW) gained 11.5% and Altria Group Inc. (MO) added 11.4% in February, reflecting the fund's focus on high-dividend, established companies [1] - Health care stocks like Bristol-Myers Squibb Co. (BMY) and Merck & Co. Inc. (MRK) also performed well, rising 13.3% and 12.3% respectively, avoiding the turbulence faced by technology stocks [1]
Ooma(OOMA) - 2026 Q4 - Earnings Call Presentation
2026-03-04 22:00
Smart Connected Services Investor Presentation M a r c h 4 , 2 0 2 6 Safe Harbor Statement This presentation contains forward-looking statements. In particular, statements regarding future economic performance, finances, and expectations and objectives of management constitute forward-looking statements. Forward-looking statements can be identified by the fact that they do not relate strictly to historical facts and generally contain words such as "believes", "expects", "may", "will", "should", "seeks", "ap ...
Charter Communications, Inc. (CHTR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Seeking Alpha· 2026-03-04 21:12
Question-and-Answer SessionAbsolutely. Why don't we level set for the audience here and talk to us about Charter's focus for 2026 to drive customer growth and ultimately sustainable EBITDA and free cash flow growth.Christopher WinfreyPresident, CEO & Director Look, no surprise. Our priority 1, 2 and 3 is to return the company to broadband growth over time. And in 2026, we're really on the cusp of nearly finishing some generational long-term investment programs. The rural build and extension of the footprint ...
What Drove Performance Gains for Franklin's Booster ETFs in February
Etftrends· 2026-03-04 20:01
What Drove Performance Gains for Franklin's Booster ETFs in FebruaryIn the early innings of 2026, dividend exchange-traded funds (ETFs) are offering a rarified combo of performance as well as income. This places a spotlight on and the Franklin U.S. Dividend Booster Index ETF (XUDV) and the Franklin International Dividend Booster Index ETF (XIDV), which have both been strong performers to start the year.Using the S&P 500 as a baseline performance metric, both funds have outperformed the broader market. XUDV ...
What Drove Performance Gains for Franklin’s Booster ETFs in February
Etftrends· 2026-03-04 19:21
Using the S&P 500 as a baseline performance metric, both funds have outperformed the broader market. XUDV is up just over 9% for the year while XIDV is up 6.11%. The former presents a viable option for investors looking to meld performance and maximize dividend distributions while limiting volatility. The latter is ideal for investors who are seeking not just income, but diversification, by looking outside of U.S. borders and into international territory. Much of that outperformance is a byproduct of the pe ...
14 Best Dividend Stocks to Invest in Under $50
Insider Monkey· 2026-03-04 19:13
In this article, we will take a look at the 14 Best Dividend Stocks to Invest in Under $50.Investors looking for a bit of stability in today’s market are increasingly turning toward companies that consistently pay dividends. Wolfe Research recently pointed to a group of emerging dividend aristocrats that could offer that kind of steadiness. Markets in 2026 have been unsettled. A big part of the unease comes from the rapid development of artificial intelligence and the growing belief that it could disrupt bu ...
Uniti Group (NasdaqGS:UNIT) FY Conference Transcript
2026-03-04 15:52
Summary of Uniti Group FY Conference Call Company Overview - **Company**: Uniti Group (NasdaqGS: UNIT) - **Industry**: Telecommunications, specifically fiber optics - **Background**: Uniti Group was spun off from Windstream in 2015, initially serving as a fiber provider primarily for Windstream. The company has since diversified its operations through multiple fiber acquisitions, aiming to create a metro dense fiber platform in the Southeast [5][6]. Core Business Segments - **Residential Business (Kinetic)**: Focused on Fiber to the Home (FTTH) with a target to expand from 1.9 million fiber-served homes to 3.5 million by 2029. Currently, there are about 535,000 fiber subscribers, with a penetration rate approaching 30% [25][26]. - **Fiber Infrastructure**: Provides dark and lit fiber services to various customers, including telcos and hyperscalers, across a dense network in the central and southeastern U.S. [9][12]. - **Uniti Solutions**: Involves Windstream's legacy enterprise business, generating cash flow but not considered core to the ongoing strategy [7][8]. Strategic Developments - **Merger with Windstream**: The merger completed in 2025 aimed to leverage Windstream's focus on fiber build-out and Uniti's existing infrastructure to create synergies in both residential and wholesale markets [6][7]. - **Investment in Fiber Infrastructure**: Significant investments are being made in both Kinetic and Fiber Infrastructure to enhance service offerings and expand market reach [8][27]. Competitive Landscape - **Market Position**: Uniti Group has a competitive advantage in the Southeast due to its dense fiber networks, which are crucial for hyperscalers needing quick connectivity for large data centers [15][17]. - **Competition**: The company faces competition primarily from cable providers and other fiber companies, but its existing infrastructure and strategic investments allow it to maintain a favorable position [28][30]. Financial Metrics - **Average Revenue Per User (ARPU)**: Currently around $76, with historical growth rates exceeding 10%. Recent quarterly growth was 5% [30][31]. - **Cost to Build**: The cost to pass a home is between $900-$1,000, expected to stabilize between $800-$900 in the future, which is competitive within the industry [54]. Future Outlook - **Growth Strategy**: The focus will be on increasing fiber penetration in less competitive markets, enhancing customer experience, and potentially exploring M&A opportunities to further strengthen market position [38][49]. - **Fiber to the Home Expansion**: Continued investment in replacing copper networks with fiber is expected to drive growth, with a strategic approach to pricing and service offerings to attract customers [25][30]. Additional Insights - **AI and Data Centers**: The company is well-positioned to capitalize on the growing demand for fiber infrastructure driven by AI and data center expansions, particularly in the Southeast [12][13]. - **Supply Chain Management**: Uniti Group has effectively managed supply chain risks and labor availability, ensuring that growth plans can be met without significant disruptions [40][42]. Conclusion Uniti Group is strategically positioned in the telecommunications sector with a focus on fiber infrastructure and residential services. The company is leveraging its existing assets and market position to drive growth while navigating competitive pressures and exploring future opportunities in M&A and service expansion.