第四范式回应市场传闻，强调主业受益于AI算力需求增长

Core Viewpoint - The company issued a voluntary clarification announcement in response to recent stock price declines and market rumors regarding the impact of rapid iterations of AI large models on the software industry [2] Group 1: Company Response - The board acknowledged the significant drop in the company's stock price and clarified that the rapid development of AI large models has increased demand for computing power and related services, which benefits the company's main business [2] - The company reported that as of September 30, 2025, 83.9% of its revenue was derived from computing power-related income, while only 16.1% came from software services [2] - For the period from January to September 2025, the company experienced a year-on-year revenue growth of 36.8% and achieved its first quarterly profit in the third quarter of 2025 [2] Group 2: Industry Context - The company emphasized that its core business focuses on computing power, utilizing AI technology to assist various industry clients in achieving intelligent upgrades and comprehensive digital transformation [2] - The rapid iteration of AI large models has significantly increased market demand for computing power, providing ample opportunities for the company's further development [2]