②TMT领涨板块，SW营销代理(+5.75%)/SW军工电子Ⅲ(+5.41%)/SW LED (+5.18%)/ ③TMT领跌板块，SW通信网络设备及器件(-3.57%)/SW印制电路板(-3.18%)/SW数字芯片设计(-1.14%)/ 国内新闻 / Part 02 ①艾邦ARAI眼镜资讯，炬光科技与 BrightView 宣布建立战略合作伙伴关系/通过整合互补能力/炬光科技与 BrightView旨在加速光学元器件、模块及系统级解决方案的开发与商业化落地/以满足相关行业在性能、可靠性及规 模化生产方面的严格要求/ 行情速递 / Part 01 ①大盘指数，北证50 (+3.82%)/深证成指 (+0.79%)/科创50 (+0.78%)/创业板指(+0.63%)/上证指数(+0.33%)/ ②半导体封测，北大团队成功设计并研制出一款专用于非负矩阵分解计算的模拟计算芯片/该芯片在核心性能上实现 跨越式提升/相较于当前先进数字芯片/计算速度提升约12倍/能效比更是突破228倍/ ③大话芯片，Counterpoint Research表示/台积电预计2028年前下调晶圆14厂成熟制程产能15%–20%/以因应市 ...

Group 1 - Sumitomo Bakelite announced the acquisition of Kyocera's chemical business for 30 billion yen, which primarily produces epoxy molding materials, semiconductor adhesives, and industrial resins for semiconductor packaging [1] - The acquisition aims to enhance Sumitomo Bakelite's strength in semiconductor materials for AI data centers and other applications, leveraging its existing high-tech capabilities [1] - Kyocera plans to transfer the target business to a newly established company through an absorption merger by July 2026, with Sumitomo Bakelite acquiring all shares of the new company in October 2026 [1] Group 2 - The transaction was initiated by Sumitomo Bakelite as part of its efforts to strengthen its chemical business, while Kyocera believes the deal aligns with its business review and restructuring efforts [1] - Kyocera has multiple domestic bases, including Kyocera (Wuxi) Electronic Materials Co., Ltd., which may undergo ownership changes; this company has had several name changes in the past [1][2]