每周日至每周四22:00推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解 禁、高送转"等一系列公司利好利空公告，其中重要公告均以红色标注，市场热点轻松掌握，防范各类 黑天鹅事件，并且让用户有充足的时间和空间去研判相关公告潜在价值。 前言 ①光芯片+CPO+光纤+数据中心！这家公司Q3净利润同比增长超2倍，1.6T AWG芯片已实现小批量出 货；②PCB+人形机器人+工业母机+AI软件！这家公司人形机器人刀具已形成小批量订单；③算力租赁+智 算中心+虚拟电厂+华为！公司2亿美元词元跨境服务订单已完成合同签署。 ...

Flash | China Communications Infrastructure Quick Thoughts on Potential FCC Restrictions on 3.2T Optical Modules CITI'S TAKE During our recent investor discussions, we observed heightened investor focus on the FCC's potential future restrictions on high-end optical module imports into the US. Investors asked about potential FCC restrictions on the origin of core component value in next-generation 3.2T modules; the most negatively impacted companies would be those with exposure to critical components such as ...

Investor Call Takeaways | No Customer Requests on BOM Chatter, Low Laser BOM Share and U.S. Footprint Offer Flexibility CITI'S TAKE We dialed into DSBJ's investor call today. Key takeaways: (1) A potential 65% U.S.-content threshold for optical transceivers remains unconfirmed, and management says U.S. customers have not requested any changes. (2) Even if introduced, the threshold may be easier for DSBJ to meet: management estimates that its in-house laser chips account for just 1%– 2% of its optical-transc ...

We attended SEMICON Day 1 in San Francisco and recap key takeaways from our meetings with AMAT, AEIS, FORM, MKSI, NVMI, and VECO. Overall equipment makers sounded constructive on the WFE demand with the focus on ramping manufacturing capacity amidst component shortages in flow meters, optical components, and PCB boards. AMAT: CY30 Financial Targets — AMAT introduced new CY30 targets of 54% non- GAAP GM and 40% non-GAAP operating margin, representing ~400 bps of GM expansion and 200–300 bps of operating leve ...