Shares of BlackBerry (BB -4.66%) jumped this week, up 9% as of 1:22 p.m. ET on Friday. The rise comes as the S&P 500 (^GSPC 0.09%) and Nasdaq-100 gained 3.6% and 4.4%, respectively.The company, which has reinvented itself as a software provider, released its Q1 2026 (ended May 31) financial results, beating consensus estimates for most metrics and setting rosy guidance.BlackBerry reports positive numbersBlackBerry reported better-than-expected Q1 2026 results earlier this week. The company's first-quarter e ...

Core Viewpoint - Broadcom has initiated audits on former VMware customers who have not renewed their support contracts, following a significant price increase of up to 300% for VMware products due to Broadcom's bundling strategy [1][3][7]. Group 1: Audit Initiation - Broadcom has begun sending "stop and cease usage" letters to VMware users whose support contracts have expired, demanding they stop using all updates and patches released since the termination of their contracts [1][2]. - An audit has been launched for a Dutch software supplier, which has been a VMware customer for about ten years, indicating that Broadcom is actively reviewing compliance with VMware software usage [3][4]. Group 2: Customer Concerns - Customers express concerns about the financial impact of the audits, with some fearing it could affect salary negotiations and lead to layoffs due to budget constraints [5]. - There are reports of companies receiving audit notifications despite having ceased using VMware products, raising questions about the validity of Broadcom's audit process [7][8]. Group 3: Market Reaction - Broadcom's aggressive enforcement of VMware licensing agreements has generated backlash among existing and former customers, with calls for regulatory scrutiny of its practices [9]. - The acquisition of VMware for $69 billion is viewed as a successful transaction, yet the ongoing issues with customer relations and compliance audits may tarnish Broadcom's reputation in the market [9].

作为端到端支持系统，Snapdragon Ride平台实现性能、能效与成本的平衡，全球超20家车企已采用Snapdragon Ride平台支持其新一代车型。中国市场中，奇 瑞、一汽红旗、上汽通用、元戎启行、卓驭科技等超30家汽车品牌及一级供应商，已在其车型或解决方案中采用Snapdragon Ride平台实现ADAS功能。 该平台的独特价值在于世界级安全架构，搭载经全球验证的安全软件栈。自2016年以来Snapdragon Ride平台已在全球60多个国家和地区完成验证，并通过持 续研发不断提升其功能。 随着ADAS普及，座舱与驾驶系统融合成为趋势。Snapdragon Ride Flex SoC支持混合关键级工作负载，可在单一硬件平台集成数字座舱及驾驶辅助功能，预 集成视觉软件栈，通过计算机视觉、AI与能效计算的协同设计，提供卓越性能。车企和一级供应商能够利用这一SoC提供具身AI车内体验，以提高驾乘人员 舒适度。目前，北汽集团、奇瑞、德赛西威、华阳集团等十余家行业头部企业，已采用该SoC助力开发量产或计划量产车型，推动中央计算与软件定义汽车 架构落地。 【环球网科技综合报道】2025年6月27日，高通技术 ...

超百只主动权益基金净值创新高 在主动与被动基金的博弈中，一批主动权益基金正悄悄开启业绩"翻盘"。数据显示，截至6月25日，按 照基金主代码统计口径，全市场已有超过180只主动权益基金的单位净值创成立以来新高，其中超半数 基金成立时长超过1年，成立时间较长的接近14年。（智通财经） 股债双重发力 6月新发基金规模已超千亿元 新基金发行市场亮点频现，6月以来新基金发行规模已超千亿元，创年内新基金月度发行规模新高。其 中，债券新发基金频现爆款，多只债券基金发行规模达到60亿元。权益类基金也在持续回暖，19只新模 式浮动管理费基金发行规模合计近190亿元。（上海证券报） 商业银行密集发行二永债 二季度以来发行量超6000亿元 二季度以来，商业银行二永债（二级资本债和永续债）发行规模明显增加，包括国有大行、股份行、城 商行在内的各类商业银行"补血"动作频频。截至6月26日，今年以来商业银行二永债发行规模合计突破 8000亿元。其中，二季度以来发行量超6000亿元，环比增长260.82%。（智通财经） 净值脱虚向实 积极面对波动 银行理财估值整改"年中考" 银行理财估值整改"年中考"进入倒计时。当前，多家银行理财公司正稳 ...

Core Viewpoint - Mercedes-Benz is facing a series of technical and trust crises in the Chinese market, highlighting challenges in its digital transformation and product reliability [1] Group 1: Technical Issues - On June 12, multiple Mercedes-Benz owners reported widespread failures of the in-car navigation and CarPlay functions, leading to user dissatisfaction due to slow repair processes [1] - Shortly after, the State Administration for Market Regulation issued three recall notices affecting 16,100 vehicles due to power system faults and fire risks in both imported and domestic models [1] Group 2: Strategic Challenges - Industry experts believe these incidents are indicative of a broader issue with Mercedes-Benz's delayed transition to smart technology [1] - Despite the chairman's announcement of over 14 billion yuan investment in R&D in China, the development of the self-developed operating system MB.OS has been slow, and collaboration with local tech companies has not progressed effectively [1] Group 3: Market Performance - Data indicates a projected global sales decline of 3% for Mercedes-Benz in 2024, with a 7% drop in China, its largest single market, resulting in sales of 683,600 units [1] - Sales of pure electric models have seen a significant decline of 23%, underscoring the difficulties traditional automakers face in adapting to the "software-defined vehicle" era [1]

Core Viewpoint - Mercedes-Benz is facing a series of technical and trust crises in the Chinese market, highlighted by widespread failures of in-car navigation and CarPlay functions, followed by a recall of 16,100 vehicles due to safety concerns, indicating a significant delay in the company's smart transformation efforts [1][2][3] Group 1: Technical Failures - On June 12, numerous Mercedes-Benz owners reported a sudden failure of in-car navigation and CarPlay functions, with the central screen going black and displaying error messages [2] - Mercedes-Benz acknowledged the issue was due to a backend failure and attempted to rectify it, but many users continued to experience problems, leading to dissatisfaction with the company's response [2][3] - Following the technical failures, the State Administration for Market Regulation issued three recall notices affecting 16,100 vehicles, further damaging the brand's reputation in China [2][3] Group 2: Recall Details - The recalls included 252 domestic C-Class and GLC SUVs due to incorrect fuse boxes that could lead to loss of power and airbag failure, posing a fire risk [3] - Additionally, 13,447 domestic EQC vehicles were recalled due to software defects in the battery management system that could cause thermal runaway in extreme conditions [3] - 2,151 imported A-Class, CLA-Class, and GLA-Class vehicles were recalled for non-compliant turbocharger nozzles, which posed emission risks [3] Group 3: Strategic Challenges - The series of technical incidents reflects a systemic lag in Mercedes-Benz's smart transformation, with the company struggling to implement its self-developed MB.OS operating system and collaborate effectively with local tech firms [1][3] - Despite plans to invest over 14 billion yuan in R&D in China, the company's progress in smart technology has been minimal compared to competitors like Volkswagen and Audi, who have made significant advancements [3][4] - Mercedes-Benz's electric vehicle sales in China dropped 23% in 2024, with overall sales declining by 7% to 683,600 units, indicating challenges in adapting to the "software-defined vehicle" era [1][4] Group 4: Financial Performance - In 2024, Mercedes-Benz's global sales fell by 3% to 1.983 million units, with revenue decreasing by 8.5% [4] - The company announced a shift in strategy, abandoning its 2030 full electrification plan and restarting the development of fuel vehicles to recover profits [4] - To address ongoing challenges, Mercedes-Benz initiated the "Next Level Performance" cost-saving plan, aiming to reduce costs by 5 billion euros by 2027 [4][5] Group 5: Industry Perspective - Industry experts suggest that Mercedes-Benz urgently needs to restructure its technology R&D system and improve user response mechanisms to remain competitive in the smart vehicle market [5] - The company's failure to address basic issues, such as OTA upgrades and battery management, has resulted in significant customer dissatisfaction, particularly during widespread technical failures [5]

据美媒 Oregonlive 报道，英特尔将关闭其汽车业务部门，该部门大部分员工将被裁员。 文 | HiEV大蒜粒车研所，作者 | 万年青，编辑 | 王博 2025年的初夏，当PC行业还在讨论AIPC能不能重振市场时，半导体巨头英特尔毫无征兆地一脚急刹 车，把曾寄予厚望的汽车业务砍了。 官方的回应一如既往地客套："为了重新聚焦核心的客户端（Client Computing) 和数据中心（Data Center）业务……我们保证为客户提供平稳过渡。" 翻译成大白话就是：不玩了，各位另谋高就吧。 如果这只是一个普通的业务调整，顶多算个小新闻。 有意思的是，几个月前，英特尔还把汽车业务捧在手心，当成"最大的增长机遇之一"，甚至把全球汽车 业务的总部，雄心勃勃地搬到了中国。 英特尔高管，杰克·威斯特（Jack Weast），在两个月前的上海车展上还在为自家新的芯片产品站台，并 宣布与几家代表的本土企业达成合作。短短两个月后，他掌舵的这艘"战舰"就被自家老板凿沉了。 这背后究竟发生了什么？ 一、Jack Weast短暂的中国之旅 要讲英特尔的汽车故事，杰克·威斯特（Jack Weast）一定是绕不开的灵魂人物。 Jac ...

Group 1 - The stock of Foxit Software (688095) has a comprehensive score of 53.05, indicating a strong performance [1] - The main cost analysis shows the following prices: current main cost at 66.10 CNY, 5-day main cost at 65.10 CNY, 20-day main cost at 63.94 CNY [1] - Over the past year, the stock has experienced one limit-up and no limit-down events [1] Group 2 - The short-term pressure level is at 66.60 CNY, while the short-term support level is at 63.31 CNY [2] - The financial data reveals a net profit of -10,182,981.78 CNY and an operating profit of -0.09 billion CNY [2] - The sales gross margin stands at 91.604% [2] Group 3 - The net outflow of main funds on June 26, 2025, was 195.47 thousand CNY, accounting for -3% of the total transaction amount [2] - The stock is associated with sectors such as software development (1.14%), domestic software (0.75%), artificial intelligence (0.03%), and cloud computing (0.34%) [2][3]

国内市场综述 震荡攀升 上涨延续 周三（6 月 25 日）大盘量震荡攀升，上涨延续。截至 收盘，上证综指收于 3455.97 点，上涨 1.04%；深成 指收于 10393.72 点，上涨 1.72%；科创 50 上涨 1.73%； 创业板指上涨 3.11%，万得全 A 成交额共 16395 亿元， 较前一日明显上升。 行业方面，30 个中信一级行业有 28 个行业上涨，其 中综合金融、非银行金融及国防军工涨幅居前，仅有 煤炭及石油石化小幅下跌。概念方面，炒股软件、金 融科技及券商等权等指数表现活跃。 海外市场综述 美国三大股指收盘涨跌不一，英伟达涨超 4% 周三（6 月 25 日），美国三大股指收盘涨跌不一，道 指跌 0.25%，标普 500 指数持平，纳指涨 0.31%。万得 美国科技七巨头指数涨 1.02%，英伟达涨超 4%，股价再 创新高。中概股多数下跌，霸王茶姬跌超 8%，禾赛科 技跌逾 6%。 新闻精要 未经授权引用或转发须承担法律责任及一切后果，并请务必阅读文后的免责声明 1 1. 李强出席 2025 年夏季达沃斯论坛开幕式并致辞 2. 何立峰在河北调研时指出 积极扩大内需提振消费 更好推动经济 ...

【观网财经丨智能早报 6月26日】 小米官宣将发布AI眼镜，京东预约人数破万 6月25日，小米通过微博官宣，将于6月26日晚7点发布"面向下一代的个人智能设备"小米AI眼镜。根据 已公布的海报可知，当晚活动的主题为 "小米人车家全生态发布会"，或暗示AI眼镜将作为小米 "人车家 全生态" 战略的一部分推出，可能与汽车、智能家居等场景进行联动。 另据小米创始人雷军介绍，小米AI眼镜将内置小爱同学AI助手，结合前端摄像头，用户可对视线范围 内的物体实时提问，并可启动第一人称视角视频录制。 当天，京东抢先上线小米AI眼镜并开启预约，新品销售热度持续高涨，预约人数已超1.6万。26日该款 新品在京东正式开售。 夸克志愿报告生成排队过万人，阿里副总裁吴嘉：已紧急扩充算力 6月25日，多位用户在社交平台反馈，使用夸克生成志愿报告时出现排队等待现象，多次出现排队超万 人的情况。 对此，阿里巴巴集团副总裁吴嘉在朋友圈发文，截至当日15:15，夸克系统已累计生成超300万份志愿报 告，当前的排队情况主要由于多个省份集中出分，用户需求在短时间内集中爆发。他表示，团队已紧急 扩充算力，全力压缩等待时间。 此前，阿里巴巴已预先调配了 ...