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彩讯股份:已完成RichMail等核心办公产品的鸿蒙原生适配
Ge Long Hui· 2026-02-12 07:25
Core Viewpoint - The integration of AI technology with office scenarios presents a significant opportunity for the industry, aligning with the company's strategic focus on intelligent agent technology, which has been in development for three years [1] Group 1: Company Strategy and Development - The company has established the Rich AIBox integrated platform, which is entering a critical phase of large-scale implementation, aligning with industry trends of "agent collaboration, safety and control, and human-machine collaboration" as reported by Anthropic [1] - The company's methodology outlined in the "Enterprise Service AI White Paper" emphasizes that "the value of enterprise AI = safety compliance × (scenarios + data + models + services)" [1] - The company is committed to "continuous investment and pragmatic implementation" in the field of intelligent office solutions, with a projected 20.13% year-on-year increase in R&D investment for 2024 [1] Group 2: Technological Focus and Product Development - The core focus is on optimizing the "Rich AI full-stack service system," which has developed a technical path of "mainstream large model integration + self-developed AI module deepening" [1] - Key capabilities built on the Rich AIBox platform include low-code control for intelligent agents, multi-agent collaboration, structured supervision, data feedback loops, and a safety compliance foundation [1] - The company has completed the HarmonyOS native adaptation of core office products like RichMail, providing technical support for products with hundreds of millions of users, such as those for China Mobile [1] Group 3: Future Plans and Market Approach - The company plans to continue following the white paper's approach of "entering from high-frequency essential scenarios" to expand multi-terminal scenarios and industry-specific solutions [1] - The goal is to integrate intelligent agent technology into core scenarios such as collaborative office and knowledge management [1] - The company will maintain compliance in operations, focusing on technological R&D and product innovation, with the Rich AIBox platform at the core to continuously convert intelligent agent capabilities into perceivable business value for clients [1]
美光HBM4量产“踩油门”,大摩高呼存储超级周期来了!
Ge Long Hui· 2026-02-12 07:22
辟谣丢单英伟达、HBM4量产提速,美光引爆全球半导体市场。 隔夜,美股存储板块强势反弹,美光科技收盘暴涨近10%,公司市值飙升至4618亿美元。 目前夜盘交易拉升涨超4%,这反映出市场对美光未来前景日益增长的信心。 受消息提振,今天亚太市场芯片股也集体走强。 韩股三星电子股价再创新高,K海力士和SK Square纷纷跟涨。 港股天数智芯涨约19%、兆易创新大涨超16%,A股东阳光、环旭电子、石英股份、高新发展、博杰股 份等涨停。 | (4,85 | 名称 | 最新价 | 深跌额 | 流跌幅 V | 总市值 | 年初至今涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 09903 | 天数智芯 | 229.800 | +36.800 | 19.07% | 584.42 Z | 58.92% | | 03986 | 兆易创新 | 343,400 | +47.400 | 16.01% | 2407.591Z | 111.98% | | 06082 | 壁例科技 | 35.840 | +2.240 | 6.67% | 874.09 Z | 82.86% | | 0 ...
许继电气:公司暂无商业航空领域相关业务。
Ge Long Hui· 2026-02-12 07:22
格隆汇2月12日丨许继电气(000400.SZ)在投资者互动平台表示,公司暂无商业航空领域相关业务。 ...
许继电气(000400.SZ):公司暂无商业航空领域相关业务。
Ge Long Hui· 2026-02-12 07:19
格隆汇2月12日丨许继电气(000400.SZ)在投资者互动平台表示,公司暂无商业航空领域相关业务。 ...
国投智能(300188.SZ):“美亚鉴真”平台已接入15个省级、超100个地市级政务及反诈平台
Ge Long Hui· 2026-02-12 07:19
格隆汇2月12日丨国投智能(300188.SZ)在投资者互动平台表示,公司"美亚鉴真"平台已接入15个省级、 超100个地市级政务及反诈平台,主要用于AI生成内容核验与反诈治理,具体情况敬请以公司发布的定 期公告及相关公告为准。 ...
万润股份(002643.SZ):公司年产能1,500吨的PEI产品量产线已投入试生产
Ge Long Hui· 2026-02-12 07:19
格隆汇2月12日丨万润股份(002643.SZ)在投资者互动平台表示,公司年产能1,500吨的PEI产品量产线已 投入试生产。 ...
海伦哲:及安盾正在推进与某些新能源汽车厂商推动汽车电池灭火装置合作
Ge Long Hui· 2026-02-12 07:17
格隆汇2月12日丨海伦哲(300201.SZ)在投资者互动平台表示,及安盾正在推进与某些新能源汽车厂商推 动汽车电池灭火装置合作,尚未开始供货。 ...
信维通信(300136.SZ):正在加快包括卫星直连、地面终端等相关零部件的研发与销售
Ge Long Hui· 2026-02-12 07:17
Group 1 - The company is optimistic about the development of the commercial satellite industry [1] - The company is accelerating the research and sales of components related to satellite direct connection and ground terminals [1]
嘉麟杰(002486.SZ):尚未开展2026年米兰冬奥会面料供应相关合作
Ge Long Hui· 2026-02-12 07:17
格隆汇2月12日丨嘉麟杰(002486.SZ)在互动平台表示,公司尚未开展2026年米兰冬奥会面料供应相关合 作。 (原标题:嘉麟杰(002486.SZ):尚未开展2026年米兰冬奥会面料供应相关合作) ...
天奥电子(002935.SZ):暂无产品用于昊龙货运航天飞机
Ge Long Hui· 2026-02-12 07:17
Core Viewpoint - Tianao Electronics (002935.SZ) has stated that it currently does not have any products used in the Haolong cargo spacecraft [1] Company Summary - Tianao Electronics confirmed on an interactive platform that it does not supply products for the Haolong cargo spacecraft [1]