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OCS使用场景拓展，华为新款AI芯片测试顺利
SINOLINK SECURITIES· 2026-03-29 05:33
通信周观点： 1）OFC 大会：a）NVIDIA：指出 AI 模型参数年增 10 倍以及测试时扩展（如 o1 模型）的出现，推动了 GPU 与高带宽网 络需求，OCS 成为系统级核心考量，当前在横向扩展效果显著，未来若解决集成难题可进入纵向扩展域。b）Lumentum： 强调 3D MEMS 是 1000+端口首选方案，产业化仍面临可靠性验证及大规模端口自动化校准挑战。c）Ciena：提出 OCS 普及需数万个无阻塞端口、微秒级交换速度等，800G 及以上链路需开发低损耗收发器或引入相干光技术。2）Lumentum OCS 业务超预期，提前达成千万美元季度营收，订单积压超 4 亿美元。我们认为 OCS、CPO 行业发展势头良好，市场需 求受 AI 产业带动持续攀升，未来发展空间广阔。3）华为新款 AI 芯片客户测试顺利，字节跳动、阿里等计划采购， 相较此前昇腾 910C 是重要突破，我们认为这将进一步推动国内 AI 算力领域自主可控进程。4）黑龙江电信室外光缆 应急采购中，主流 G.652D-24 芯光缆不含税单价达 3737.43 元/皮长公里（约 155.73 元/芯公里），超过 100 元，印证 当前光 ...
6G按Token收费？落地需跨越“需求鸿沟”与“生态壁垒”
券商中国· 2026-03-29 02:32
"培育发展未来能源、量子科技、具身智能、脑机接口、6G等未来产业。"政府工作报告连续第二年提到6G 产业，标志着6G已成为国家战略布局的重要组成部分。然而，市场在期待之余，也不乏疑问：5G的许多愿 景尚未完全落地，6G究竟是什么？它将带来哪些革命性体验？又将催生哪些新的产业机遇与竞争格局？ 在中关村论坛年会上，多位业内人士表示，对普通用户来说，6G能带来空天地海无缝覆盖的连接、原生融入 网络的AI能力、更精细的数字孪生世界；对千行百业而言，它是数字经济和实体经济深度融合的关键底座。 不止于"更快"，6G将如何重塑生活与生产？ 与此同时，终端形态将极大丰富。三星电子中国研究院院长沈志春认为，AR眼镜是未来最具潜力的新终端， 但其普及受制于电池技术的缓慢演进。他预判，AR眼镜的规模化将可能从近视率高、佩戴习惯成熟的东亚市 场率先启动。乐聚机器人创始人兼CEO柯真东则判断，物理形态的具身智能体（如人形机器人）将成为6G时 代终端增量的核心主力，其市场规模有望媲美甚至超越当前的移动终端。 对于行业（To B），6G是数字经济与实体经济深度融合的关键底座。中国移动研究院院长、中关村泛联院院 长黄宇红阐释了6G的"三个一 ...
Wall Street Roundup: Market Shifts To Defense
Seeking Alpha· 2026-03-27 18:12
pxel66/iStock via Getty Images Listen below or on the go via Apple Podcasts and Spotify It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (4:55) Fed and interest rates (7:20) Transcript Rena Sherbill: Brian Stewart, welcome back to another round of Wall Street Roundup. Welcome back to the show after a week off. Talk to us, what are you thinking about these days? Brian Stewart: The past week has real ...
Why AT&T (T) is a Top Momentum Stock for the Long-Term
ZACKS· 2026-03-27 14:51
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style Sc ...
India's undersea turbulence; Anthropic's courtroom win
The Economic Times· 2026-03-27 13:09
India's undersea turbulence; Anthropic's courtroom winWant this newsletter delivered to your inbox?Also in the letter:■ IT firms lean on M&A■ OpenAI's ad pilot mints money■ Microsoft set for worst quarterTelcos navigate subsea cable risks; Centre asks for analysis, fallback options as war rages The Centre has asked telecom operators and subsea cable firms Driving the news: The Department of Telecommunications has already met industry leaders as anxiety mounts over Iran’s threats to cables that run through t ...
A2Z Extends Share Repurchase Program
Prnewswire· 2026-03-27 12:00
<!doctype html> <!-- For structured data --> <!-- For language declaration --> A2Z Extends Share Repurchase Program <!-- Additional Authorable Meta tags --> Accessibility StatementSkip NavigationTORONTO, March 27, 2026 /PRNewswire/ - A2Z Cust2Mate Solutions Corp. (NASDAQ: AZ) (the "Company" or "A2Z"), a global leader in innovative technology solutions, today announces that its Board of Directors has extended its previously approved share repurchase plan authorizing the Company to repurchase up to $20 millio ...
Stock Market Crash: Sensex plunges 1,690 pts, Nifty drops below 22,850
Rediff· 2026-03-27 11:13
Indian stock markets witnessed a sharp decline as the Sensex and Nifty tumbled, influenced by escalating geopolitical tensions, a weakening rupee, and continuous foreign fund outflows, creating uncertainty for investors.Photograph: Francis Mascarenhas/ReutersSensex and Nifty50 Performance: Key Market Highlights TodaySensex and Nifty plunged over 2% due to escalating US-Iran tensions and weak global cues.The Indian rupee hit a record low against the US dollar, adding to investor concerns.Foreign Institutiona ...
Gamma Communications H2 Earnings Call Highlights
Yahoo Finance· 2026-03-27 09:05
Shareholder returns were a recurring theme. Castell said Gamma completed a £45.1 million share buyback during 2025 alongside paying dividends. The company raised its dividend by 14% for 2025, with a final dividend of 14.8p and a full-year dividend of 22.2p. Management also reiterated a plan to execute £42.5 million buybacks in both 2026 and 2027 and to keep the dividend flat at the 2025 level, which Castell and Belshaw framed as returning more than £125 million to shareholders over two years.On cash, Castel ...
Trump Administration Blocked in Anthropic Dispute as Middle East Tensions Rattle Global Markets
Stock Market News· 2026-03-27 03:38
Key TakeawaysA US federal judge blocked the Trump administration's attempt to blacklist AI firm Anthropic, ruling that the government's "supply chain risk" designation appeared arbitrary and retaliatory.Reported airstrikes in the Iranian city of Qom have killed six people, according to the Fars News Agency, further escalating regional tensions despite a temporary pause in energy-sector strikes.The Indonesian stock market (IDX) fell 1.2% to 7,081 points, as investors reacted to the combined pressure of Middl ...
Tech-Driven Restoration: Saving the World's Critically Endangered White-Headed Langur
TMX Newsfile· 2026-03-27 03:18
Through decades of careful conservation efforts, the white-headed langur population has increased from just over 300 in the 1980s to more than 1,400 across 130 groups today. An AI-powered system covers more than 20 monitoring stations in the Guangxi Chongzuo White-headed Langur National Nature Reserve. It has logged 37,200 detections of langur activity, which provide critical data for research and conservation. To date, 77.6 hectares of habitat has been restored, 2 drinking water sources and 18 water dr ...
