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2025年第27周计算机行业周报:坚定看好新一轮金融创新周期开启-20250708
Changjiang Securities· 2025-07-07 23:30
丨证券研究报告丨 行业研究丨行业周报丨软件与服务 [Table_Title] 坚定看好新一轮金融创新周期开启 2025 年第 27 周计算机行业周报 报告要点 [Table_Summary] 上周计算机板块小幅回调,下跌 1.14%。在长江一级行业中排名第 32 位,两市成交额占比为 9.78%,稳定币/RWA/金融 IT 概念活跃。上周国家数据局、市场监管总局联合印发了数据流通 交易合同示范文本;中国人民银行发布关于《人民币跨境支付系统业务规则(征求意见稿)》公 开征求意见的通知。本周建议关注:1)具有发币资格的相关企业;2)在区块链等关键技术上 有技术积累的企业;3)具有相关牌照的企业;4)金融 IT 相关标的。 分析师及联系人 [Table_Author] 宗建树 陈耀文 SAC:S0490520030004 SAC:S0490525070002 SFC:BUX668 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 软件与服务 cjzqdt11111 [Table_Title 坚定看好新一轮金融创新周期开启 2] 2025 年第 27 周计算机行业周报 [ ...
EU Slaps Google With Antitrust Complaint Over AI Overviews
CNET· 2025-07-07 21:26
A group of publishers has filed an EU antitrust complaint against Google over its use of AI Overviews, according to a report from Reuters last week. AI Overviews are AI-generated results trained on content across the internet that appears at the top of Google searches.The complaint comes from a group of independent publishers who want the EU to take some action against Google scraping and repackaging their content, according to a document seen by Reuters."Google's core search engine service is misusing web ...
Amazon Is Breaking The Bank With AWS Each Quarter (Rating Downgrade)
Seeking Alpha· 2025-07-07 20:27
Amazon.com, Inc. (NASDAQ: AMZN ) is one of my go-to mega cap businesses. Despite its impressive valuation, I still consider it underrated given the long-term potential and top-tier investment strategy. Amazon was one of those businesses IWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one o ...
X @CoinDesk
CoinDesk· 2025-07-07 18:29
TODAY: 🔥 In his Investor Presentation, Michael Saylor broke down how Bitcoin is outperforming the Magnificent 7 (Google, Amazon, Apple, Meta, Microsoft, Nvidia & Tesla), the S&P 500, Gold and Real Estate over the last 5 years. https://t.co/VpP83Z19kn ...
打新:万花丛中过,片叶不沾身。
Ge Long Hui· 2025-07-07 18:11
家头部企业去年利润总额同比增19.7%。期待短期的利空能让股价再下来一些,多下来一些,再补点仓位。 分享一个阿拉伯寓言:有一天,一个商人的仆人慌张地跑回来,说刚才在集市里看见死神了,求主人借他一匹快马逃去125公里外的撒马拉城避难。商人借 了马,又走到集市里去向死神求情。死神回答:我没有带他走的意思,我刚才只是好奇:这个本该今晚死在撒马拉的人,怎么在这里呢?这个寓言对我触动 挺大,因为笔者在投资过程中,也经历过"死神的凝视"。而笔者认识的每一个大牛人(你没看错,我没说错,是每一个)都曾经历过净值砍半或以上的煎 熬。美国的巴顿将军说过,"衡量一个人成功的标志,不是看他到达顶峰的高度,而是看他跌入低谷时的反弹力。"面对死神的凝视,你是恐慌?连滚带爬地 骑上快马逃窜?还是有勇气上前搭他的肩膀,问一句"Yo Bro. What'sup?"当你挺过一次极限,眼前的世界连颜色都变了。至少,不那么害怕损失,不那么喜 悦浮盈,不那么恐惧错过。 全网同名:证悟君 上周的关键词是抽水。美国大而美法案通过,一句话总结:劫贫济富了。个人层面看,最大受益者是年收入20-50万美元的家庭。食品援助计划却从54岁提 高到64岁。"吃不饱? ...
25%关税!特朗普,深夜宣布!
券商中国· 2025-07-07 16:53
特朗普突然对日本、韩国出手。 美国财政部长贝森特在接受采访时承认,通知函可能不是对部分国家立即征收关税的宣告,而是为贸易伙伴设 定另一个截止日期。 美国商务部长卢特尼克也表示,特朗普的国别关税将于8月1日生效,目前税率和协议都由总统制定。这意味 着,美国贸易伙伴在总统此前设定的7月9日最后期限之前将有一些喘息空间。 据央视新闻8日凌晨报道,美国总统特朗普当地时间7月7日在社交媒体平台上发布了致日本首相石破茂、韩国 总统李在明的信件,表示美国将自2025年8月1日起对所有日本和韩国产品征收25%的关税。 受此影响,日元、韩元兑美元汇率集体跳水,美股三大指数集体走低,道指、纳指、标普500指数盘中一度跌 超1%,丰田汽车ADR大跌超4%,日产汽车ADR大跌超7%,创2月12日以来最差盘中表现。 关键时刻,欧盟与美国关税谈判传来最新消息。据新华社消息,欧盟委员会发言人奥洛夫·吉尔表示,欧盟仍 在争取于7月9日前与美国达成一项原则性的双边贸易协议,目前欧盟与美国仍在继续接触。 特朗普宣布 7月8日凌晨,据央视新闻报道,美国总统特朗普当地时间7月7日在社交媒体平台上发布了致日本首相石破茂、 韩国总统李在明的信件,表示美 ...
股权薪酬占营收119%:OpenAI为留住人才付出高昂代价
Hua Er Jie Jian Wen· 2025-07-07 16:45
媒体消息显示,OpenAI因应激烈的人工智能(AI)领域人才争夺战而大幅提升员工薪酬,其股权激励 成本已达到惊人水平,让现有投资者面临营利性子公司重组后股权进一步被稀释的威胁。 据美东时间7月7日周一的媒体报道,OpenAI向投资者透露,去年公司的股权激励支出飙升逾五倍至44 亿美元,占同期营业收入的119%。OpenAI预计,今年股权激励占营收的比例将降至45%,到2030年 末,股权薪酬占比会降至10%以下。 不过,上述预测是在OpenAI遭遇Meta大规模挖角行动之前做出的,实际成本可能更高。上述媒体提 到,在最近被Meta挖走至少九名研究人员后,OpenAI的首席研究官Mark Chen暗示,公司可能进一步加 大股权激励力度。 OpenAI高昂的人才成本凸显了AI实验室为吸引和留住关键人才所付出的代价,也揭示了员工在公司重 组为公益公司后可能拥有的股权规模。 股权激励成本创科技行业新高 Mark Chen在给员工的内部备忘录中承认公司正在"重新校准薪酬",并承诺采取"创造性方式来认可和奖 励顶尖人才"。他表示领导层将以前所未有的积极态度迎战这场人才争夺战。 股权稀释风险引发投资者担忧 Meta挖角行动 ...
Snowflake vs Microsoft: Which Data Platform Stock is a Better Buy?
ZACKS· 2025-07-07 16:36
Key Takeaways MSFT offers a full-stack data platform spanning storage, analytics and AI tools. Enterprise adoption of Fabric and OneLake highlights MSFT's growing platform traction. SNOW is deepening AI integration and expanding its unified data experience for enterprises.Snowflake (SNOW) and Microsoft (MSFT) are major players in the expanding cloud data platform market. Snowflake provides a scalable data warehouse with integrated AI and machine learning. Microsoft delivers a suite of data services on Azu ...
Microsoft's Azure Driving Cloud Growth: What's the Path Ahead?
ZACKS· 2025-07-07 16:05
Core Insights - Microsoft is focusing on Azure to enhance cloud growth, with over 70 Azure regions and 400+ data centers globally, planning an $80 billion investment in AI-enabled data centers [1][3] - The Intelligent Cloud segment reported revenues of $26.8 billion in Q3 FY25, a 21% year-over-year increase, with Azure revenues surging 33% [2][9] - Microsoft plans to invest $3 billion in India over the next two years to expand Azure's infrastructure, which is expected to boost cloud adoption and top-line growth [3][9] - The Zacks Consensus Estimate for Q4 FY25 Intelligent Cloud revenues is $28.9 billion, indicating a 1.5% year-over-year increase [4] - Microsoft faces competition from Alphabet and Oracle in the cloud space, with Alphabet's Google Cloud expected to grow at a CAGR of 15.8% from 2024 to 2027 [5][6] Financial Performance - Microsoft shares have returned 18.1% year-to-date, outperforming the Zacks Computer – Software industry and the broader Computer and Technology sector [7] - The stock is trading at a forward 12-month Price/Sales ratio of 11.79X, compared to the industry's 8.81X, indicating a relatively higher valuation [10] - The Zacks Consensus Estimate for fiscal 2025 earnings is $13.36 per share, reflecting a 13.22% year-over-year growth [13]
外资交易台:股票市场展望——持续前行
2025-07-07 15:45
2025/7/7 08:32 市场洞察 - 重点报道 --- Market Insights - Marquee Market Insights | Markets | Equities 市场洞察 | 市场 | 股票 Equities - Marching On 股票市场—— 持续前⾏ Global markets have enjoyed a cocktail of more dovish Fed expectations, de-escalation of Middle East tensions & progress in U.S. trade negotiations (including removal of section 899) supporting growth pricing across assets 全球市场受益于美联储更鸽派的预期、中东紧张局势的缓和以及美国贸易谈判的进展(包括取消第 899 条 款),推动各类资产的增⻓定价 SPX and NDX closed out 2Q25 up +10.5% & +17.6% respectively, vehemently defying ...