IT之家 2 月 2 日消息，WPS 官方微博今日宣布与华为终端签署战略合作协议，合作升级，宣称"2026 年继续携手冲刺，让更多创新特性落地"。 IT之家注意到，华为终端 BG 首席执行官何刚今日发文透露，华为金山办公团队一起攻克了很多难题，例如折叠电脑双屏演讲者模式、一句话生成 PPT 等。 何刚还预告：今年还会上线文档 / 图片一碰传、PDF / Excel 大文件秒开等鸿蒙特色功能。 IT之家注意到，华为在 2024 年 6 月 21 日举行的 HDC 2024 开发者大会上，金山办公 WPS 软件架构师覃欢宣布 WPS 完成鸿蒙原生版应用开发，支持完整运 行在鸿蒙平板和手机端，其中平板端完整具备 PC 端基本上所有的能力，包括办公读写操作、云账号打通、多端协同、多人编辑等。 | 00:14 8:08 | | | | | | | | | | | | | | | | | ? @ + | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

2月2日，金山办公盘中下跌2.03%，截至10:37，报330.01元/股，成交8.77亿元，换手率0.57%，总市值 1528.54亿元。 资金流向方面，主力资金净流出3334.11万元，特大单买入9080.80万元，占比10.36%，卖出9498.85万 元，占比10.83%；大单买入2.32亿元，占比26.51%，卖出2.62亿元，占比29.83%。 金山办公今年以来股价涨7.47%，近5个交易日跌5.31%，近20日涨0.92%，近60日跌3.48%。 资料显示，北京金山办公软件股份有限公司位于北京市海淀区小营西路33号金山软件大厦，成立日期 2011年12月20日，上市日期2019年11月18日，公司主营业务涉及从事WPS Office办公软件产品及服务的 设计研发及销售推广。主营业务收入构成为：WPS个人业务65.80%，WPS软件业务20.38%，WPS365业 务11.62%，其他2.19%。 金山办公所属申万行业为：计算机-软件开发-横向通用软件。所属概念板块包括：人工智能大模型、AI 应用、华为HMS、远程办公、腾讯概念等。 截至9月30日，金山办公股东户数3.48万，较上期增加14.09 ...

Investment Rating - The investment rating for the computer industry is maintained as "Recommended" [8] Core Insights - The computer sector's fund holdings in Q4 2025 accounted for approximately 2.34% of total fund holdings, showing a slight decrease from previous quarters, indicating a historical low. The focus remains on leading companies in AI applications and computing power, with expectations for increased holdings as national industrial policies support the AI sector [4][21] - Recent developments in the industry include significant financing rounds and advancements in AI chip technology, highlighting the ongoing growth and innovation within the sector [22][23][25] Summary by Sections 1. Q4 2025 Holdings Analysis - The proportion of computer sector holdings in funds decreased slightly to 2.34%, down from 2.51% in Q3 2024 [11] - The number of computer companies in the top ten holdings decreased to 138 from 171 in the previous quarter, indicating a consolidation in holdings [14] - The top ten companies by fund holdings in Q4 2025 included iFlytek, Kingsoft Office, Hikvision, Inspur Information, and others, with notable changes in rankings compared to Q3 2025 [17] 2. Industry News - StepFun completed a B+ round financing exceeding 5 billion yuan, setting a record for single financing in the domestic large model sector [22] - Microsoft launched the second-generation AI chip Maia 200, which improves inference efficiency by 30% compared to its predecessor [23] - Alibaba's Pingtouge introduced the high-end AI chip "Zhenwu 810E," achieving full self-research in both hardware and software [25] 3. Company News - Inspur Information's chairman and vice president plan to reduce their holdings by a total of 30,000 shares, representing 0.002% of the total share capital [26] - Tianyang Technology's controlling shareholder plans to reduce holdings by up to 14.5 million shares, accounting for 3% of the total share capital [27] - Daily Interaction's controlling shareholder announced a plan to reduce holdings by up to 371,500 shares [29] 4. Market Review - During the week of January 26-30, the CSI 300 index rose by 0.08%, while the computer sector index fell by 4.47%. The top gainers included Wangsu Science and Technology and Youke Technology, while the biggest losers were Chuangzhong Technology and China Greatwall [30][37]

February 1, 2026 10:00 PM GMT China – Online Entertainment, Data Centers, and Software | Asia Pacific Catalyst Preview: What's Ahead? Where relevant and meaningful, we have identified and previewed catalysts for China's online entertainment, software, and data center stocks that could affect share prices in the near future. | M February 1, 2026 10:00 PM GMT Morgan Stanley Asia Limited+ China – Online Entertainment, Data Centers, and Yang Liu Software Asia Pacific Equity Analyst Yang.Liu@morganstanley.com Ly ...

来源：新浪基金∞工作室 科创50ETF增强（588450）业绩比较基准为上证科创板50成份指数收益率，管理人为招商基金管理有限 公司，基金经理为邓童，成立（2024-05-06）以来回报为99.29%，近一个月回报为14.31%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月2日，科创50ETF增强（588450）开盘跌0.75%，报1.975元。科创50ETF增强（588450）重仓股方 面，中芯国际开盘跌1.28%，海光信息跌1.68%，中微公司跌0.99%，澜起科技跌0.47%，寒武纪跌 0.79%，金山办公跌1.11%，联影医疗跌0.62%，晶合集成跌1.31%，中控技术跌0.97%，佰维存储跌 4.09%。 ...

Investment Rating - The investment rating for the computer industry is maintained as "Cautious Recommendation" based on the current market conditions and future potential in AI applications and computing power [4][21]. Core Insights - The computer sector's fund holdings accounted for approximately 2.34% of total fund holdings in Q4 2025, showing a slight decrease from previous quarters, indicating a historical low [4][21]. - The leading companies in AI-related sectors are primarily focused on AI applications and computing power, suggesting a potential for increased investment as national industrial policies support the AI industry [4][21]. - Recent significant financing activities in the AI sector, such as StepFun's over 5 billion yuan B+ round, highlight the growing interest and investment in AI model development [22]. - Major advancements in AI hardware, including Microsoft's Maia 200 chip and Alibaba's Zhenwu 810E chip, demonstrate the competitive landscape and technological progress within the industry [23][25]. Summary by Sections 1. Q4 2025 Holdings Analysis - The proportion of computer sector holdings in funds decreased slightly to 2.34%, with a historical trend showing fluctuations over the past quarters [11]. - The number of computer companies in the top ten holdings decreased to 138, indicating a consolidation in holdings among fewer companies [14]. - The top ten companies by fund holdings in Q4 2025 included iFLYTEK, Kingsoft Office, Hikvision, Inspur Information, and others, with notable changes in rankings compared to Q3 2025 [17]. 2. Industry News - StepFun completed a record financing round, emphasizing the competitive nature of AI model development in China [22]. - Microsoft announced the launch of its second-generation AI chip, Maia 200, which significantly improves performance metrics [23]. - The release of the Kimi K2.5 model by Moonlight Dark Side showcases advancements in open-source AI capabilities [24]. - Alibaba's introduction of the Zhenwu 810E chip reflects the company's commitment to self-developed AI hardware [25]. 3. Company News - Inspur Information's executives announced plans to reduce their holdings, indicating potential shifts in company ownership dynamics [26]. - Tianyang Technology's major shareholder plans to reduce their stake, which may impact market perceptions of the company [27]. - Hehe Information reported on the completion of a significant share reduction by its major shareholders, reflecting ongoing adjustments in ownership [28]. 4. Market Review - The market performance from January 26 to January 30 showed the CSI 300 index rising by 0.08%, while the computer sector index fell by 4.47%, indicating a challenging week for the sector [30].

1月27日，WPS 365"AI协同办公·上海峰会"在上海顺利举行。会上，金山办公宣布旗下一站 式AI协同办公平台WPS 365构建的"企业大脑"已经在华东地区组织级客户中率先落地，取得 业务效率提升、知识资产盘活等多项关键成果。 当前，企业对于AI的需求愈发务实，面对复杂文档解析、知识冲突、企业黑话、问答相关性弱 等现实挑战，高质量的数据治理已经成为AI融入千行百业的关键因素。针对以文档为代表的非 结构化数据，WPS 365通过集合模型、数据、AI应用、流程，破解了数据孤岛、AI能力割 裂、局部智能、AI幻觉等难题，推动着企业的非结构化数据治理与智能化应用。 金山办公CEO章庆元 曾 判断："在AI时代，协同办公软件会发生很大的变化，会变成'知识的 容器'、'数字员工的载体'以及'能力、服务的提供方'，而帮助企业和组织构建独有的'企业大 脑'是WPS 365的愿景。" 如今， 这一愿景正随着产品的持续迭代逐步落地。 从模型竞争转向优质数据竞争，让AI真正"掌握"企业知识 在去年的世界人工智能大会（WAIC）上，金山办公正式发布了WPS灵犀；同年11月，公司 推出WPS灵犀企业版、团队空间、"轻舟"引擎等新产 ...

以下是本次峰会重磅推出的乾行榜・2025年度卓越创新企业及标杆实践案例： 转型实践案例 百利天恒 iza-bren双抗ADC研发项目: 填补多瘤种治疗空白,引领肿瘤创新药全球突破 1月30日，由经济观察报社举办的2025年度创新峰会成功举办。此次峰会以 "新质领航 创启未来" 为主题，汇聚多名企业家、学者及行业领 袖，围绕人工智能、数字化转型、机器人、生物医药等热点领域，分享前沿动态与创新实践。 随着全球产业竞争进入 "创新竞速、集群突破" 的新阶段，中国正以 "新质生产力" 突破传统增长路径 —— 人工智能重构产业效率、半导 体芯片打破技术壁垒、空天经济开拓新空间、机器人开启智造新阶段、生物医药勇登全球高地…… 这些领域的企业，既是技术创新的 "策 源地"，更是 "十五五" 期间国家战略落地的 "主力军"。 新质生产力的发展，正从技术单点突破走向产业场景深度融合，离不开扎实的创新实践与可落地的发展范式。本届新质100创新企业汇聚 了行业中坚力量，我们从中优中选优，遴选出20家技术领先、深耕产业生态、在创新引领与价值落地方面表现尤为突出的企业，形成标杆 实践样本。 国泰海通证券 链路即业务: 基于业务属性的证 ...

2023年6月20日，金山办公股价创下历史最高点530.50元。 某券商于2023年6月21日发布的研报《金山办公(688111)：AI+办公商业模式逐步成型WPS AI产品力升 级》表示，维持金山办公"买入"评级。 中国经济网北京1月30日讯金山办公(688111.SH)今日股价下跌，截至收盘报336.84元，跌幅3.21%。 ...

证券之星消息，1月30日软件开发板块较上一交易日下跌2.45%，新致软件领跌。当日上证指数报收于 4117.95，下跌0.96%。深证成指报收于14205.89，下跌0.66%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300561 | *ST汇科 | 17.72 | 6.43% | 14.84万 | | 2.59亿 | | 000004 | *ST国华 | 12.62 | 4.99% | 5.53万 | | 6744.18万 | | 688435 | 英方软件 | 61.91 | 4.19% | 6.36万 | | 3.89亿 | | 300209 | 有棵树 | 7.56 | 4.13% | 49.86万 | | 3.67亿 | | 300469 | 信息发展 | 65.23 | 3.89% | 8.30万 | | 5.38亿 | | 688038 | 中科通达 | 21.53 | 3.31% | 3.62万 | | 7654.46万 | ...