出品：新浪财经上市公司研究院 作者：坤 巨头围猎下的云计算市场，昔日"中国混合云第一股"青云科技却陷入多重困境。公司近年来持续交出业绩萎缩、亏损加剧的成绩单，叠加近期股 东接连发布的减持计划，让市场对其未来境遇不免产生一定质疑。 根据国际数据公司（IDC）发布的《中国公有云服务市场（2024下半年）跟踪》报告显示，2024下半年，中国公有云服务整体市场规模 （IaaS/PaaS/SaaS）为241.1亿美元。其中，IaaS市场规模为132.1亿美元，同比增长14.4%，环比增长11.3%；PaaS市场规模为43.7亿美元，同比增 长20.3%，环比增长12.2%。 相较之前，云服务行业本身的复苏态势明显，而AI的崛起则是支持赛道增长的主要动力。但更大的蛋糕实际上只会被头部厂商瓜分，行业的增长 动力并未明显带动中小云厂商在巨头的垄断及价格战中实现突围，青云科技等中小云厂商依然在市场夹缝中应对公司的生存挑战。 一季度业绩再度恶化 持续控费甚至裁员自救 实际上，青云科技也在通过持续控费甚至裁员自救。一方面，本就不高的研发费用一降再降，2021-2025年一季度，青云科技的研发费用分别为 1.35亿元、1.26亿元、 ...

截至5月22日14:37，中证大数据产业指数下跌0.62%。成分股方面涨跌互现，盛视科技涨停，神州泰岳上涨1.78%，国网信通上涨1.61%；迪普科技下跌 2.53%，博思软件下跌2.32%。数据ETF(516000)下跌0.66%，最新报价0.9元。拉长时间看，截至5月21日，数据ETF近1年累计上涨28.55%，涨幅排名可比 基金第一。 消息方面，5月22日，2025阿里云中企出海大会在杭州举行，阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭在发表主题演讲时表示，阿里云 将以战略级投入，加速打造全球云计算一张网。吴泳铭表示，阿里云将加快打造覆盖中国、日韩、东南亚、中东、欧洲和美洲的全球云计算网络，今年 新开出七个数据中心，包括马来西亚、阿联酋、泰国、韩国、日本、墨西哥和菲律宾。目前，阿里云在全球29个地域运营了87个可用区。此外，在增加 海外AI基础设施布局的同时，加速部署通义、百炼、PAI、大数据等AI应用所需产品，并增强出海咨询、技术和服务团队建设，为中国企业出海铺路搭 桥。 数据ETF（516000）及其联接基金（A类：020335；C类：020336；D类：023779）紧密跟踪中证大数据 ...

5月22日，在格林威治论坛的"交易机会：关税与波动时期"主题论坛中，Optiva亚太区衍生品机构销售 主管Stefan Martin指出，资金由美股轮动至亚太市场（如日本、印度和中国香港等地区）为投资者们创 造了新机遇，但市场仍需确保资金的深度流动性以支持交易的长期进行。 5月20日，宁德时代在香港交易所主板正式挂牌上市。根据资料，宁德时代本次公开招股发行价为263港 元/股。在行使超额配售选择权后，宁德时代此次总募资金额达到约356.57亿港元，成为近年来港股规 模最大的IPO之一，这一数字也使其有望成为2025年全球最大的IPO。 Brian进一步指出，如今，香港市场更多地被视为一个"科技巨头"的聚集地，投资者希望通过这里获得 更多的科技股投资机会。这使得香港市场的波动性增加，但Brian也表示，这种波动是积极的，因为各 类股票的整体表现都在提升。 从金融产品的角度来看，Stefan表示，随着更多大型科技公司回归港股市场，投资者对港股科技股的关 注度和需求不断增加，这不仅提升了港股市场的活跃度，也为金融机构开发更多创新金融产品提供了空 间。香港市场作为全球金融中心之一，其在科技股领域的影响力正在不断增强。 ...

本次大会系列活动聚焦精品创作，打造良好生态。会上将集中发布近五年来，我省创作播出的优秀 网络剧、网络电影、网络纪录片、微短剧、系列短视频等精品网络视听节目，邀请编剧、导演、制片人 和演员代表现场分享创作经验体会，树立网络视听精品化发展的鲜明导向。 聚焦发展趋势，展示视听气象。广邀高校、科研机构、行业组织的知名专家学者，国内头部视听平 台、重点制作机构负责人，主流媒体代表参会，围绕网络视听产业格局与未来趋势、"微短剧+"赋能千 行百业、DeepSeek等技术应用主题，系统展示网络视听发展丰硕成果，探讨创新题材、创新技术、创 新表达的方法路径。 山东网络视听大会是全国首个省级网络视听行业综合性大会，自2021年起，先后在日照、临沂、菏 泽举办。记者5月21日从省政府新闻办举行的新闻发布会上获悉，第四届山东网络视听大会定于5月27日 至29日在烟台市举办。 发布会上，省广电局副局长，新闻发言人刘国华介绍，本次大会以"视听新时代·赋能创未来"为主 题，整合多方资源，着眼网络视听发展的新模式、新业态、新格局，发挥"网络鲁剧"赋能经济社会发展 新优势，努力打造一流的网络视听政策发布平台、精品展示平台、交流合作平台、作品交 ...

Summary of Xenon Pharmaceuticals Conference Call Company Overview - **Company**: Xenon Pharmaceuticals - **CEO**: Ian Mortimer Industry Context - **Industry**: Epilepsy treatment - **Market Size**: Approximately 3 million Americans have epilepsy, with 60% experiencing focal onset seizures, translating to about 2 million patients. 30-50% of these patients do not achieve good seizure control, indicating a significant market opportunity for new treatments [30][31]. Key Points and Arguments Clinical Trials and Drug Development - **Phase III Studies**: Xenon is conducting two Phase III clinical trials named XTOL-2 and XTOL-3, designed to mirror the successful Phase II study in terms of size, inclusion criteria, and dosing [6][7][9]. - **Efficacy Data**: The Phase II data for Ezetucalner showed robust efficacy, with a placebo-adjusted efficacy that is the best seen in focal onset seizures. The drug has a high power of over 99% at the primary endpoint in Phase III [4][9]. - **Enrollment Challenges**: There has been a slight delay in enrollment for XTOL-2, but the company is confident in completing enrollment in the coming months, with data expected in early 2026 [15][17]. Safety and Efficacy Profile - **Long-term Data**: Over 150 patients have been on the drug for more than three years, with a one in three chance of being seizure-free for 12 months or more. This is significant given the baseline characteristics of patients who had previously failed multiple treatments [22][23]. - **Adverse Events**: The safety profile is consistent with other anti-seizure medications, with common CNS adverse events like dizziness and fatigue. No significant issues related to pigmentation or urinary retention have been observed, addressing concerns from previous drugs in the same class [25][27][28]. Market Opportunity and Competitive Landscape - **Polypharmacy**: The treatment landscape for epilepsy often involves polypharmacy, with many patients not achieving adequate seizure control. Ezetucalner is positioned as a second or third-line treatment option [32][33]. - **Comparison with Competitors**: Ezetucalner offers advantages over competitors like XCOPRI, including no titration required and early onset of efficacy. XCOPRI is projected to generate $400-$450 million in sales this year, with expectations of reaching $1 billion by the end of the decade [34][35][36]. Future Directions - **Major Depressive Disorder (MDD)**: Xenon is also exploring Ezetucalner for MDD, with a Phase III program initiated. Initial data from a small investigator-sponsored study showed some treatment effects, but the company is focusing on its larger Phase III studies for more definitive results [37][41]. - **Pipeline Development**: The company is excited about its drug development pipeline, including new targets for pain and other syndromes, with plans for investor webinars to discuss these developments [52][53]. Additional Important Insights - **Regulatory Interactions**: Ongoing interactions with the FDA have not indicated any changes in the regulatory landscape, and the company expects more engagement as it approaches the NDA submission [19]. - **Patient Feedback**: Positive anecdotal feedback from physicians indicates that patients are experiencing improved quality of life, including increased independence and social interactions due to better seizure control [24]. This summary encapsulates the key points discussed during the conference call, highlighting the company's strategic focus, clinical trial progress, market positioning, and future opportunities.

Financial Performance - The company reported a strong FY2024 performance with consolidated revenue of $48.5 million and gross profit of $17.7 million [1] - Adjusted EBITDA was near break-even, while adjusted EPS was negative at $0.035 per share [1] Strategic Initiatives - The company plans to launch Business Insider Taiwan in 2025, indicating a focus on expanding its market presence [1] - There is an emphasis on acquisitive growth through mergers and acquisitions (M&A) [1] - The company is implementing an AI-based multilingualization strategy to enhance content reach into new markets [1] Company Overview - TNL Mediagene was formed in May 2023 through the merger of Taiwan's The News Lens Co. and Japan's Mediagene Inc., becoming a leading independent digital media group in the region [11] - The company operates original and licensed media brands in Japanese, Chinese, and English, covering various topics including news, business, technology, and lifestyle [11] - TNL Mediagene employs approximately 500 staff across Asia, with offices in Japan, Taiwan, and Hong Kong [11]

May 21, 2025 06:15 AM GMT SSE | Europe FY25 Results Bring Capex Cut Reaction to earnings Strengthens our thesis In-line Largely unchanged Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research We expect a positive reaction to SSE's solid FY25 results release, with capex cut a key positive, notwithstanding strong recent performance from April 9th lows. We interpret divisional guidance as giving operating profit & EPS marg ...

Praxis Precision Medicines (PRAX) FY 2025 Conference May 20, 2025 09:30 AM ET Speaker0 Okay. Welcome, everybody. I'm Doug Sal, senior analyst at H. C. Wainwright. We are thrilled to have with us Praxis Precision Medicines, represented by the company's CFO, Tim Kelly. And Marcio Sauso, the company's CEO, is supposedly en route, so he might join us midway through the presentation. So you don't have to worry if somebody barges in and sits down. Speaker1 So it's Marcio versus the trains this morning. So I I thi ...

第一财经记者从多家银行理财子公司和普益处获得的数据显示，截至5月20日，理财总规模达到约31.3万亿元，相 较年初大涨约1.6万亿元，2024年12月时为29.68万亿元。理财子公司人士对记者表示，规模增长最多的主要是短期 限产品，"存款替代"的效应开始体现。亦有银行个金业务人士对记者提及，早前畅销的是现金管理类、纯债类产 品，今年以来随着股市回暖，加入少量权益资产的"固收+"策略也开始受到欢迎，不乏理财子公司发行了港股策略 的产品。 今年以来理财规模也不断创下新高，5月已经突破了31万亿元大关。 5月，中国央行宣布了"降息10BP+降准50BP+结构性降息25BP"一揽子计划，20日LPR（贷款报价利率）也如期下调 10BP。各界预计下半年仍有望降息，并不看淡债市和股市的前景，理财规模或仍将缓步上升。 随着贷款利率下降，本周开始多家国有行下调存款利率。由于降息预期仍在持续，今年以来理财规模也不断创下新 高，5月已经突破了31万亿元大关。 | 理财期限类型 | 2025 - 05 (亿元) | 2024 - 12 (亿元) | 较年初 (亿元) | | --- | --- | --- | --- | | 总规 ...

- Key Opinion Leaders (KOLs) on Absence seizures include Dennis Dlugos, MD, Wendyl D'Souza, MBChB, MPH, FRACP, PhD, and Alexander Rotenberg, MD, PhD - VANCOUVER, British Columbia, May 20, 2025 (GLOBE NEWSWIRE) -- Bright Minds Biosciences Inc. (CSE: DRUG) (NASDAQ: DRUG) ("Bright Minds" or the "Company"), a company focused on developing highly selective 5-HT2 agonists for the treatment of drug-resistant epilepsy, depression, and other central nervous system (CNS) disorders, today announced the featured speake ...