AudioCodes now offers an end-to-end portfolio of certified voice solutions for Webex Calling, from Cloud Connect PSTN connectivity to analog gateways and desk phones OR YEHUDA, Israel, Feb. 2, 2026 /PRNewswire/ -- Highlights Details AudioCodes (NASDAQ: AUDC), a global leader in enterprise voice and VoiceAI business solutions, today announced that it has expanded its certified portfolio of voice solutions for Webex Calling, Cisco's cloud-based unified communications platform. In addition to PSTN connectivity ...

中兴通讯（000063）(000063.SZ)公告，公司拟作为有限合伙人出资1.17亿元认购陕西建兴湛卢股权投资 合伙企业(有限合伙)(暂定名)。该合伙企业将投资于新一代信息技术产业、新能源、人工智能、先进制 造领域。 ...

Core Insights - Nokia Corporation reported a 3% increase in comparable net sales for Q4 2025, reaching EUR 6.1 billion, driven by growth in network infrastructure and mobile networks [1] - The company achieved a full-year operating profit of EUR 2.0 billion, slightly exceeding its guidance midpoint of EUR 1.85 billion [2] Financial Overview - In 2025, Nokia experienced a 2% year-on-year rise in net sales on a constant currency and portfolio basis, with a reported increase of 3% [2] - The comparable diluted EPS for Q4 was EUR 0.16, with a free cash flow of EUR 0.2 billion and a net cash balance of EUR 3.4 billion [5] Margin Analysis - The comparable operating margin fell by 90 basis points year-on-year to 17.3%, mainly due to increased investments in network infrastructure and costs from the integration of Infinera [3][9] - The comparable gross margin improved by 90 basis points to 48.1%, supported by a strong product mix, while the reported gross margin decreased by 120 basis points to 44.9% due to higher restructuring costs [4] Networks Overview - Optical networks emerged as a significant growth driver, fueled by strong demand from AI and cloud deployments, while IP networks grew by approximately 3% [6][10] - Fixed networks remained stable, and the company's book-to-bill ratio stayed above 1, indicating ongoing momentum in optical and IP networks [6] Cloud and Network Services - Cloud and network services saw a slight year-on-year decline in Q4, but full-year net sales increased by 6% due to strong demand in core networks [7] - Mobile networks experienced a 6% growth in Q4 net sales, supported by a favorable product mix [7]

近期，海外AI算力基建的持续投入，正推动全球多条产业链进入需求爆发周期。从Meta计划向康宁支付60 亿美元购置AI数据中心用光纤光缆，到国内光纤价格预计2026年随产能向AI相关产品倾斜出现跟涨；从存 储巨头美光科技启动先进晶圆制造厂建设，到国内企业在DRAM芯片、数据中心电力设备等领域的布局， AI算力驱动的产业趋势已成为市场核心关注方向。但市场消息的纷杂易使投资者陷入主观判断的误区，事 实上，盘面波动的核心并非单一事件驱动，而是机构大资金的交易意愿与行为特征。唯有通过量化大数据 挖掘底层交易逻辑，才能摆脱主观臆断，看清盘面背后的客观本质。 一、机构行为的底层观测：量化数据的核心维度 多数投资者对盘面高低点的判断，往往依赖走势形态与主观感受，这种方式极易产生误判。从底层逻辑来 看，盘面的最终走向由交易意愿决定，尤其是机构大资金的交易意愿，而其核心观测指标便是反映机构交 易活跃程度的「机构库存」数据。需要明确的是，「机构库存」并非指向机构的买卖方向，而是量化机构 大资金是否积极参与交易的客观特征，其数据形成依赖于对市场交易行为的精准抓取与处理，这也是近年 来量化交易展现出显著优势的核心原因之一。 看图1： ...

2025年2月，华为与瑞金医院联合发布RuiPath病理大模型，该模型依托百万张高质量数字病理切片数 据，能帮助医生快速精准识别病理切片中的病灶区域，单切片AI诊断时间仅需数秒，目前已覆盖中国 每年全癌种发病人数90%的癌症类型，并通过主流测试，具备临床验证能力。同年6月，双方将RuiPath 病理模型开源，向全行业公开这一成果。 图源：观察者网 2月1日上午，在医疗人工智能协同创新论坛暨医疗人工智能联盟（筹）2026年第一次学术会议上，华为 推出了"行业AI梦工厂"智慧医疗专区，并与上海交通大学医学院附属瑞金医院（下称"瑞金医院"）联合 发布RuiPath智慧病理一体机——FusionCube A1000、FusionCube E200，致力于帮助基层医院快速部署 AI病理模型，推动医疗资源均衡化。 （文/观察者网 吕栋） 我们都知道，中国的人口基数很大，也是癌症发病形势最严重的国家之一。中国国家癌症中心发布的数 据显示，2022年中国新发约482.47万癌症病例，居全球首位，相当于每分钟约有约9.2人被确诊；死亡病 例257万例，超过全球总数1/4，推动癌症的"早发现、早诊断、早治疗"已成为当务之急。 正 ...

中兴通讯"连接+算力"业务转型进展卓有成效。公司是国内领先的ICT设备供应商，业务聚焦运营商网 络、政企业务和消费者业务三大板块，产品覆盖全系列的无线、有线、云计算、终端产品和专业通信服 务。公司提出"连接+算力"转型，成效显著。 公司占据国内超节点产业核心位置。（1）国内极度稀缺的机内高速互联芯片（Scale Up Switch）。25 年8月， IDC重磅发布《中国大模型推理算力市场分析报告，2025》中兴通讯全栈开放智算平台取得亮 眼成绩在算力架构、网络和存储增强、安全与合规等关键指标上斩获满分。最核心的是，公司首次展示 了在机内高速互联芯片（Scale Up Switch）的布局。（2）已发布超节点服务器方案。中兴通讯智算超 节点，内部搭载的是百度昆仑心P800，GPU间通信带宽达到400GB/S-1.6TB/S。 连接业务：5G建设逐步进入平台期，中兴积极布局5G-A、6G新方向。中兴通讯稳居全球电信市场领先 地位，2024年在全球电信设备市场份额约11%。 5G网络建设与用户普及已基本完成，截至2025年7月， 中国已建成459.8万个5G基站，5G普及率超79%。因此，国内三大运营商资本开支持续 ...

Core Insights - Viavi Solutions Inc. (NASDAQ:VIAV) experienced a significant stock performance, soaring by 30.17% week-on-week, attributed to a corporate restructuring initiative aimed at achieving $30 million in annual cost savings [1] - The stock reached a peak of $24.99, its highest in over two decades, before closing at $24.46, down 0.97% on the day [2] - The restructuring will involve layoffs of approximately 15% of the workforce, facility rationalization, and asset write-offs, with an expected charge of $32 million for severance payments [3] Financial Performance - In Q2 ending December 2025, Viavi Solutions reported a net loss of $48.1 million, a reversal from a net income of $9.1 million in the same quarter the previous year, despite a 36% increase in net revenues to $369.3 million [4] - For the six-month period, the net loss was $69.5 million, compared to a net income of $7.3 million in the same period last year, with revenues increasing by 31% to $668.4 million [5] Restructuring Timeline - The restructuring initiative is expected to be completed by June 2026 [3]

Understanding the Power Inflow SignalOrder flow analytics analyze real-time buying and selling trends by examining the volume, timing, and order size across both retail and institutional traders. These insights offer a more detailed understanding of price behavior and market sentiment for a stock, allowing the trader or institution to make the most informed decision possible.CIEN PerformanceAt the time of the Power Inflow, CIEN was priced at $248.84. Following the signal:• Intraday High As Of 2:45PM EST: $2 ...

Key Takeaways CIEN & NOK compete in optical networking as carriers boost fiber spending to handle AI-driven traffic.CIEN expects 2026 revenue of $5.7$6.1B, citing solid demand from cloud, DCI & AI infrastructure investments.NOK expects double-digit optical growth on AI and cloud orders and an expanded portfolio after Infinera.Ciena Corporation (CIEN) and Nokia (NOK) are both established players in the telecommunications equipment industry, with a strong focus on optical networking solutions used by service ...

Group 1: Fund Performance - Hotchkis & Wiley Global Value Fund outperformed the MSCI World Value Index in Q4 2025, returning 3.80% compared to 3.34% for the Index [1] - The Fund achieved a year-to-date return of 23.77%, exceeding the Index's 20.79% [1] - Positive stock selection was a key driver of the Fund's performance in both Q4 and the entire calendar year [1] Group 2: Non-US Equities - In 2025, stocks outside the US significantly outperformed those within the US, although the valuation gap remained largely unchanged [1] - The Fund maintained an overweight position in non-US equities [1] Group 3: Key Holdings - Telefonaktiebolaget LM Ericsson (publ) (NASDAQ:ERIC) was highlighted as a leading contributor to the Fund's performance [2] - Ericsson's stock closed at $10.89 per share on January 29, 2026, with a one-month return of 14.63% and a 52-week gain of 45.39% [2] - Ericsson has a market capitalization of $37.097 billion [2] Group 4: Ericsson's Business Outlook - Ericsson is a major vendor of hardware and software for wireless networks outside China, but its earnings are currently below normal due to low demand in Japan and India [3] - The company is working on turning around its Cloud Software and Services business, and its stock has shown improvement as management indicated a shift towards returning more capital to shareholders [3] - Recent results for Q3 2025 were modestly better than expected, with improvements in gross margins and the Cloud Software and Services business [3] Group 5: Market Sentiment and Competition - Ericsson is not among the 30 most popular stocks among hedge funds, with 16 hedge fund portfolios holding its stock at the end of Q3 2025, down from 17 in the previous quarter [4] - While Ericsson shows potential as an investment, certain AI stocks are perceived to offer greater upside potential with less downside risk [4]