此外，主题投资机构Citrini Research发布了一份题为《2028年6月情景分析》的研究报告。报告在开篇 明确指出，这不是预测，而是一场思想实验。其设定更接近一次极端压力测试：假设到2028年，AI在 白领岗位中加速渗透，部分岗位被替代，收入下降、消费收缩，依赖软件系统运行的信贷资产风险上 升，最终拖累经济进入收缩区间。 消息面上，隔夜美股大型科技股多数收跌，软件股再遭猛烈抛售。美国AI初创公司Anthropic宣布， 其"Claude Code"工具新增对COBOL语言系统的支持能力，可自动化完成老旧系统现代化过程中复杂的 代码分析、逻辑梳理与迁移规划工作，大幅降低人工介入成本与周期。COBOL(面向商业的通用语言) 由美国通用汽车公司于20世纪50年代末主导开发，长期作为金融、政务等关键领域核心系统语言。 AI冲击波卷土重来，港股应用软件股普遍下挫，截至发稿，新纽科技(09600)跌9.52%，报0.285港元； 聚水潭(06687)跌9.37%，报19.54港元；浪潮数字企业(00596)跌7.9%，报3.73港元。 ...

此外，主题投资机构Citrini Research发布了一份题为《2028年6月情景分析》的研究报告。报告在开篇 明确指出，这不是预测，而是一场思想实验。其设定更接近一次极端压力测试：假设到2028年，AI在 白领岗位中加速渗透，部分岗位被替代，收入下降、消费收缩，依赖软件系统运行的信贷资产风险上 升，最终拖累经济进入收缩区间。 消息面上，隔夜美股大型科技股多数收跌，软件股再遭猛烈抛售。美国AI初创公司Anthropic宣布， 其"Claude Code"工具新增对COBOL语言系统的支持能力，可自动化完成老旧系统现代化过程中复杂的 代码分析、逻辑梳理与迁移规划工作，大幅降低人工介入成本与周期。COBOL(面向商业的通用语言) 由美国通用汽车公司于20世纪50年代末主导开发，长期作为金融、政务等关键领域核心系统语言。 智通财经APP获悉，AI冲击波卷土重来，港股应用软件股普遍下挫，截至发稿，新纽科技(09600)跌 9.52%，报0.285港元；聚水潭(06687)跌9.37%，报19.54港元；浪潮数字企业(00596)跌7.9%，报3.73港 元。 ...

Group 1 - AI concept stocks have declined, with application software stocks leading the drop. Notable declines include Inspur Digital Enterprise (00596) down 6.33% to HKD 4.44, Kingsoft (03888) down 6.03% to HKD 27.42, and China Software International (00354) down 4.48% to HKD 4.69 [1] - The U.S. stock market experienced a downturn on Tuesday, with technology stocks selling off, significantly dragging down the S&P 500 and Nasdaq Composite indices. Investors are becoming increasingly cautious about the return prospects of investments related to artificial intelligence [1] - A new legal workflow plugin released by AI star company Anthropic can handle tasks such as contract review, compliance checks, and document generation for corporate legal departments. This release has raised concerns about the potential replacement of related software companies [1]

Group 1 - The core viewpoint of the article highlights a decline in AI concept stocks, particularly in application software, with notable drops in companies like Inspur Digital Enterprise, Kingsoft, and China Software International [1] - Inspur Digital Enterprise (00596) fell by 6.33% to HKD 4.44, Kingsoft (03888) decreased by 6.03% to HKD 27.42, and China Software International (00354) dropped by 4.48% to HKD 4.69 [1] - The decline in the US stock market, particularly in technology stocks, has negatively impacted the S&P 500 and Nasdaq Composite indices, leading to increased caution among investors regarding the returns on investments related to artificial intelligence [1] Group 2 - The release of a legal workflow plugin by AI company Anthropic, capable of handling tasks such as contract review, compliance checks, and document generation, has raised concerns about the potential replacement of related software companies [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 浪潮數字企業技術有限公司 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00596 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | HKD | | 0.01 | HKD | | 20,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 2,000,000,000 | HKD | | 0.01 | HKD | | 20,000,000 | 本月底法定/註冊 ...

Group 1 - The Hong Kong stock market saw a significant rise in AI application stocks, with notable increases in share prices for several companies [1] - Zhihui (智谱) surged by 19% to reach a new high since its listing, with a latest price of 188.800 and a total market capitalization of 831.15 billion [2] - Weimeng Group (微盟集团) increased by over 16%, with a latest price of 2.340 and a market cap of 92.67 billion [2] Group 2 - Mai Fushi (迈富时) rose by more than 13%, with a latest price of 43.920 and a market capitalization of 112.48 billion [2] - MINIMAX-WP (MINIMAX-WP) experienced an 11.88% increase, reaching a price of 386.000 and a total market value of 1193.73 billion [2] - Fourth Paradigm (第四范式) saw a growth of over 10%, with a latest price of 54.800 and a market cap of 284.51 billion [2] Group 3 - Yidu Technology (医渡科技) increased by 8.46%, with a latest price of 6.410 and a market capitalization of 67.99 billion [2] - Kingdee International (金蝶国际) rose by 7.88%, reaching a price of 15.610 and a total market value of 554.07 billion [2] - 汇量科技 (汇量科技) saw a 7.09% increase, with a latest price of 18.720 and a market cap of 294.68 billion [2] Group 4 - Meitu (美图公司) increased by 6.94%, with a latest price of 8.480 and a market capitalization of 388.91 billion [2] - Inspur Digital (浪潮数字企业) rose by 5.94%, reaching a price of 5.710 and a market cap of 69.75 billion [2] - 微创机器人-B (微创机器人-B) saw a 6.25% increase, with a latest price of 26.840 and a market cap of 276.81 billion [2]

Group 1 - The Hong Kong stock market's application software sector is experiencing significant growth, with notable increases in stock prices for several companies [1] - Weimob Group (02013.HK) has seen a nearly 17% rise in its stock price [1] - China Youzan (08083.HK) has increased by over 10% [1] Group 2 - Other companies in the sector, such as Kingdee International (00268.HK) and Inspur Digital Enterprise (00596.HK), are also witnessing upward trends in their stock prices [1]

Group 1 - The company, Inspur Digital Enterprise (00596), announced the issuance of 282,000 shares due to the exercise of options on January 9, 2026 [1]

FF305 第 1 頁 共 6 頁 v 1.3.0 | 就根據股份計劃授予參與人（發行人的董事除外）的股份獎勵或期權 | 2). | 232,000 | 0.019 % | HKD | 4.72 | | | --- | --- | --- | --- | --- | --- | --- | | | 而發行新股或轉讓庫存股份 - 涉及新股 | | | | | | | | 2023年授出期權 | | | | | | | | 變動日期 2026年1月9日 | | | | | | | 2026年1月9日 | 於下列日期結束時的結存 (註5及6) | 1,221,855,831 | | 0 | | 1,221,855,831 | | B. 贖回/購回股份 (擬註銷但截至期終結存日期尚未註銷) (註5及6) | | | | | | | 第 2 頁 共 6 頁 v 1.3.0 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 浪潮數字企業技術有限公司 呈交日期： 2026年1月12日 如上市發行人的已發行股份或庫存股份出現變動而須根 ...

Core Viewpoint - The announcement details the resignation of Mr. Zhao Zhen as the executive director, chairman of the board, and chairman of the nomination committee of Inspur Digital Enterprise, effective January 9, 2026. Mr. Wei Daisen will succeed him in these roles, and Mr. Zhang Jinlong has been appointed as the general manager of the company [1]. Group 1 - Mr. Zhao Zhen has resigned from his positions due to personal work arrangements [1] - Mr. Wei Daisen will be appointed as the new executive director, chairman of the board, and chairman of the nomination committee starting January 9, 2026 [1] - Mr. Zhang Jinlong has been appointed as the general manager of the company [1]