最近全球资本市场的"风向标"突然变了！欧洲央行暗示年内降息，美联储通胀数据缓和，市场对6月暂停加息、 下半年降息的预期迅速升温。 这一变化直接带动了外资加速回流A股，哪些方向值得布局？ 欧洲央行"松口"，释放降息信号 5月22日，欧洲央行行长拉加德在讲话中明确表示："通胀已进入下降阶段"，市场将其解读为6月可能开启降息的 信号。 受此影响，欧元区债券收益率全线下跌，德国10年期国债收益率一度跌破2.4%，为近8个月来最低水平。 美联储通胀降温，但"鹰鸽博弈"持续 美国4月CPI同比上涨4.9%（前值5%），核心CPI录得5.5%，虽连续10个月回落，但仍高于美联储2%的目标。 资料来源：WIND、美国劳工部、长城证券产业金融研究院； 不过，市场更关注的是"薪资增速放缓"和"商品通胀降温"信号。芝商所数据显示：市场预计美联储6月维持利率 不变的概率升至80%，9月降息概率超过50%。 国际投资环境的变化直接带动了外资加速回流A股—— 北向资金"买买买"，单周净流入超300亿 截至5月20日当周，北向资金连续8天净买入，单周净流入达320亿元，创下年内新高。从持仓方向看，外资正从 传统的金融、能源板块转向科技与消 ...

Core Insights - Huawei's nova 14 series and HarmonyOS computer products were launched, marking a significant upgrade in the Harmony ecosystem and smart office experience [1] - WPS Office has completed a major technical overhaul, involving the restructuring of over 40 million lines of code to ensure smooth operation on the HarmonyOS [2] - The introduction of innovative features such as "Dual-Screen Control Mode" and AI-generated professional-level PPTs enhances user productivity and collaboration [3] Group 1 - The WPS Harmony version has achieved full integration with Harmony PC hardware, introducing a "Dual-Screen Control Mode" for the HUAWEI MateBook Fold [1] - WPS AI has successfully migrated dozens of AI functionalities to the Harmony operating system, significantly improving office efficiency and creating a seamless multi-device collaboration ecosystem [2] - Users can edit documents across devices, with features like cross-device material library synchronization enhancing workflow [2] Group 2 - The "Dual-Screen Control Mode" allows for real-time access to prompts and notes while presenting, improving presentation management [3] - WPS AI can generate professional-level PPTs instantly based on user commands, showcasing the advanced capabilities of the software [3] - The collaboration between Kingsoft Office and Huawei represents a significant milestone, with expectations for deeper integration of AI technology in office scenarios [3]

中期展望：掘金阿尔法，聚焦 AI 与国产化 。 1 ）从业绩来看 ： 计算机行业有望结束 2020 年以来的持续下行， 进入到反转通道，下半年将伴随着需求端和费用端剪刀差的进一步显现，业绩增长具有加速潜力。 2 ）从持仓水 平来看： 目前仍处于低配状态且显著低于历史中枢，但已连续两个季度提升，未来进一步提升的空间较大。 3 ） 从月历效应来看： 计算机 5 、 6 月份较 4 月份更友好，而 2 月份超额收益最为显著。 4 ）从投资方向来看： 本 轮板块已上行的最大幅度为 98% 、时间跨度为 8 个月，参考历史上的四轮上行趋势，预计本轮上行仍有进一步 延展空间，但挖掘板块中的阿尔法投资机会将逐渐变得更为重要，建议重点关注人工智能与国产化的投资新机 会。 人工智能：星辰大海，扬帆算法平权新时代 。 1 ）在模型端： 国内外大模型厂商竞赛加剧， DeepSeek 指明了性 能提升的第二路径，带动了国产厂商加速崛起，未来多模态能力持续提升可期，建议关注 科大讯飞。 2 ）在算力 端： 持续高景气，英伟达引领芯片性能不断迭代升级，全球科技巨头加大资本开支，推理算力需求激增，建议关 注 海光信息、紫光股份、中科曙光、 ...

Core Insights - Kingsoft Office plans to relax its revenue growth targets for WPS Office over the next five years, prioritizing user experience instead [1] - The company aims to establish an overseas base by 2025, focusing on internationalization to meet the needs of Chinese enterprises going global [1] - Kingsoft Office intends to build a high-level research and development team with a target of 10,000 members [1] Group 1 - Kingsoft Office's CEO announced a strategic plan to rebuild its overseas base and enhance internationalization efforts [1] - The company acknowledges that WPS Office's user scale and revenue are currently high, but anticipates a natural slowdown in growth [1] - The strategic goal includes becoming an industry leader with a large-scale R&D team [1]

Core Insights - Kingsoft Office's CEO Zhang Qingyuan announced a strategic plan for the next five years, focusing on rebuilding its overseas base [1] - The company aims to establish a high-level research and development team, targeting the creation of a "10,000-person R&D team" [1] - Kingsoft Office aspires to become the "Huangpu Military Academy" of the industry, indicating a commitment to training and developing talent [1]

Group 1 - The core idea of the news is the launch of the "Spring Bud Plan" by Kingsoft Office, which aims to establish an industry-education integration community to enhance digital education and AI talent cultivation in China [2][3][4] - Kingsoft Office will invest 1 billion yuan over the next three years to support educational institutions in their digital transformation through the Kingsoft Smart Education platform [2][3] - The plan aims to integrate the education chain, talent chain, industry chain, and innovation chain in the field of information technology, providing a new platform for talent training and technology development [2][4] Group 2 - The "Spring Bud Plan" will benefit 10 million vocational school students by creating a cloud platform that integrates industry and education, facilitating the alignment of technical skills with industry needs [5][6] - Kingsoft Office's WPS 365 education version has a coverage rate of 75% in top-tier universities, serving over 20 million teachers and students [6][7] - The company aims to enhance employment opportunities for students skilled in AI office tools through a collaboration with Zhaopin to create more internship and job opportunities [7]

Core Insights - The global AI technology revolution is accelerating in China, with a focus on the "AI+" initiative as a core driver for digital transformation across various industries [1][2] - The Chinese government has integrated "AI+" into its 2024 work report, emphasizing the need for AI to empower future industries and enhance productivity [2] - Companies are facing challenges such as data silos and knowledge barriers, necessitating a one-stop AI office platform to enhance decision-making and operational efficiency [3] Industry Developments - The implementation of AI is transitioning from technological breakthroughs to comprehensive industrial empowerment, with significant applications in sectors like manufacturing, energy, and government [2] - The WPS 365 platform has seen a substantial revenue increase of 149%, reaching 437 million yuan, as it integrates document processing, collaboration, and AI capabilities [4] - The partnership between Kingsoft Office and Alibaba Cloud aims to create a comprehensive intelligent office ecosystem, enhancing digital transformation efforts [5] Technological Innovations - Kingsoft Office is addressing challenges in knowledge management and AI implementation by integrating leading AI models and developing specialized models for specific applications [3][4] - The collaboration has led to improvements in content creation and real-time knowledge insights, utilizing advanced AI models and high-performance vector retrieval engines [5] - Future developments will focus on optimizing enterprise knowledge base searches and integrating multimodal data retrieval capabilities for a more immersive office experience [6]

证券时报•数据宝统计显示，今日科创板个股上涨的有88只，下跌的有487只。 资金流向方面，今日主力资金净流入的科创板股共有185只，其中，3只个股主力资金净流入超3000万 元，华熙生物主力资金净流入4047.09万元，净流入资金居首；光云科技、九号公司紧随其后，全天净 流入资金分别为3643.48万元、3420.34万元。主力资金净流出的有399只，净流出资金最多的是中芯国 际，该股今日下跌1.91%，全天主力资金净流出4.21亿元，其次是寒武纪、金山办公，主力资金净流出 分别为1.61亿元、1.21亿元。 从主力资金连续性进行观察，共有43只个股主力资金连续3个交易日以上持续净流入，连续净流入天数 最多的是瑞联新材、利扬芯片等2只股，主力资金均连续净流入9天。主力资金连续流出的个股有162 只，连续流出天数最多的是先锋精科，该股已连续21个交易日净流出；连续净流出天数较多的还有莱特 光电、三达膜等，主力资金分别连续流出14天、11天。（数据宝） 主力资金净流入排名 | 代码 | 简称 | 主力资金净流入（万元） | 主力资金流入率（%） | 涨跌幅（%） | 换手率（%） | | --- | --- | ...

北京金山办公软件股份有限公司关于召开2024年年度股东大会的通知 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的 真实性、准确性和完整性依法承担法律责任。 重要内容提示： 2024年年度股东大会 召开地点：北京泰山饭店 证券代码：688111 证券简称：金山办公 公告编号：2025-025 （五）网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025年6月4日 至2025年6月4日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股东大会召开当日的交易时间 段，即9:15-9:25，9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 （六）融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者的投票，应按照《上海证券交易 所科创板上市公司自律监管指引第1号 一 规范运作》等有关规定执行。 （七）涉及公开征集股东投票权 无 二、会议审议事项 本次股东大会审议 ...

二、被提名人任职资格符合下列法律、行政法规和部门规章的要 求: (一)《中华人民共和国公司法》等关于董事任职资格的规定; 北京金山办公软件股份有限公司 独立董事提名人声明与承诺 提名人北京金山办公软件股份有限公司股东 Kingsoft WPS Corporation Limited,现提名马一德为北京金山办公软件股份有限公 司第四届董事会独立董事候选人,并已充分了解被提名人职业、学历、 职称、详细的工作经历、全部兼职、有无重大失信等不良记录等情况。 被提名人已书面同意出任北京金山办公软件股份有限公司第四届董 事会独立董事候选人（参见该独立董事候选人声明）。提名人认为, 被提名人具备独立董事任职资格,与北京金山办公软件股份有限公司 之间不存在任何影响其独立性的关系，具体声明并承诺如下: 一、被提名人具备上市公司运作的基本知识,熟悉相关法律、行 政法规、规章及其他规范性文件,具有五年以上法律、经济、会计、 财务、管理等履行独立董事职责所必需的工作经验。 被提名人已经参加培训并取得证券交易所认可的相关培训证明 材料。 (二)《中华人民共和国公务员法》关于公务员兼任职务的规定 (如适用); (三)中国证监会《上市公司 ...