GF Fund CNI Communication ETF(159507.SZ)

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GF Fund CNI Communication ETF
159507.SZ
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Wingtech pursues international arbitration against Dutch state over Nexperia seizure

Wingtech is pursuing international arbitration against the Dutch government, seeking $8 billion in damages after the seizure of chipmaker Nexperia. The Dutch state took control to prevent the transfer of Chinese intellectual property. The arbitration, under the Netherlands-China investment treaty, follows a formal notice served by Wingtech. The Dutch government argues its actions were legal, while experts suggest the intervention could impact Nexperia's investment value. A key hearing is scheduled for January 14, as the dispute affects global supply chains for carmakers.

Reuters·
SH
600745
+0.96%
Reuters·
SH
600745
+0.96%

The first central enterprise AI unicorn emerges! Backed by self-developed large models, supported by four national team capital endorsements

China Telecom Artificial Intelligence Technology (Beijing) Co., Ltd. has become the first central enterprise AI unicorn, completing its first round of capital increase and introducing four national-level strategic investors, marking its recognition in technology and market in the AI field. The company insists on self-developed large models, responding to the national development direction, and is committed to building foundational capabilities. This financing not only strengthens its market position but also indicates the intensification of global AI competition

Wallstreetcn·
SH
601728
+0.64%
HK
00728
-0.56%
Wallstreetcn·
SH
601728
+0.64%
HK
00728
-0.56%

China’s telecoms giants bet on AR smart glasses with major investment in RayNeo

Chinese smart glasses maker RayNeo has secured funding from major state telecommunications operators, including subsidiaries of China Unicom and China Mobile. This investment marks a strategic entry into the smart glasses sector, coinciding with the debut of RayNeo's AR glasses at CES. The funding, reportedly exceeding 1 billion yuan (US$143 million), will enhance RayNeo's product development through improved eSIM management and 5G networks. The new RayNeo X3 Pro Project eSIM glasses allow for independent functionality, enabling features like streaming music and real-time translation without smartphone dependency.

南华早报·
SH
600050
+3.24%
南华早报·
SH
600050
+3.24%

Does Doubao have another friend?

ByteDance, in collaboration with ZTE, launched the "Doubao Phone," sparking industry competition for the next generation of super entry points. Manufacturers such as vivo, Lenovo, and TRANSSION have become targets for collaboration with ByteDance. Lenovo plans to unveil the "AI Super Intelligent Agent" at CES, competing with the Doubao Phone assistant and promoting the Tianxi AI ecosystem. Lenovo maintains close cooperation with ByteDance, but the competition for super entry points in the AI era has just begun

Wallstreetcn·
NA
BYTED
0.00%
SH
688036
+1.78%
SZ
000063
+0.60%
Wallstreetcn·
NA
BYTED
0.00%
SH
688036
+1.78%
SZ
000063
+0.60%

ASIC servers increase demand for optical modules, Goldman Sachs raises Eoptolink's target price by 11%

Goldman Sachs expects that as generative AI places higher demands on network bandwidth, the shipment of 800G and 1.6T optical modules will see accelerated growth in 2026. The demand for multi-chip connections in ASIC AI servers will drive the need for high-speed optical modules. Goldman Sachs maintains a 27 times expected price-to-earnings ratio for 2026 and raises the 12-month target price from 450 yuan to 502 yuan

Wallstreetcn·
SZ
300502
-2.95%
Wallstreetcn·
SZ
300502
-2.95%
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