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拓尔思股价跌5.06%,广发基金旗下1只基金位居十大流通股东,持有268.02万股浮亏损失292.14万元
Xin Lang Cai Jing· 2025-09-23 06:27
Group 1 - The core viewpoint of the news is that Tuoer Si's stock price has been declining, with a drop of 5.06% on September 23, bringing the total market value to 17.883 billion yuan and a cumulative decline of 3.75% over three days [1] - Tuoer Si Information Technology Co., Ltd. specializes in artificial intelligence products and services, big data products and services, and data security products and services, with revenue composition being 44.49% from AI software, 33.73% from big data software, 11.07% from security products, and 10.70% from system integration and others [1] Group 2 - From the perspective of Tuoer Si's top ten circulating shareholders, GF Fund's Guangfa CSI 1000 ETF increased its holdings by 593,200 shares in the second quarter, now holding 2.6802 million shares, which is 0.31% of the circulating shares [2] - The Guangfa CSI 1000 ETF has a current scale of 30.718 billion yuan and has achieved a return of 26.93% this year, ranking 1882 out of 4220 in its category [2] Group 3 - The fund manager of Guangfa CSI 1000 ETF is Luo Guoqing, who has a total tenure of 9 years and 349 days, with the fund's total asset scale at 67.565 billion yuan [3] - During Luo Guoqing's tenure, the best fund return was 78.4%, while the worst was -48.08% [3]
大唐电信科技股份有限公司关于2025年半年度业绩说明会召开情况的公告
Shang Hai Zheng Quan Bao· 2025-09-22 20:36
Group 1 - The company held a half-year performance briefing on September 22, 2025, attended by key executives to interact with investors and address their concerns [1][2] - The company is strategically entering the low Earth orbit satellite communication sector, which is expected to become a new growth engine due to its vast market potential [3] - The company's subsidiary, Datang Microelectronics, reported a revenue of 214 million yuan and a net profit of 74.16 million yuan in the first half of the year, indicating strong profitability in the security chip business [3] Group 2 - The domestic security chip market is experiencing significant growth opportunities due to accelerated localization and increasing data security demands, with the company leveraging its two decades of technological accumulation [3] - The company has subsidiaries recognized as "specialized and innovative" enterprises, enhancing its reputation in the industry [3] - The company is monitoring the development of eSIM technology and plans to adapt its business strategy accordingly to maintain market competitiveness [4]
TikTok deal won't include 'golden share' or equity for U.S., Trump administration says
CNBC· 2025-09-22 14:58
White House press secretary Karoline Leavitt says that a deal is reached between the U.S. and China where TikTok's algorithm and data are controlled by America and are majority-owned by Americans in the United States.A preliminary deal to keep TikTok alive in the United States will not involve the federal government taking an equity stake or a "golden share" in the social media company, a senior White House official said Monday.The official confirmed that the deal will relocate the popular video app's U.S. ...
盘前一度跳涨近2% 传甲骨文(ORCL.US)将“接管”TikTok在美算法
Zhi Tong Cai Jing· 2025-09-22 13:36
这位白宫官员周一概述称,此方案旨在确保在中资母公司字节跳动剥离TikTok后,美国收购方能完全掌 控其在美国的推荐算法。根据协议安排,美国TikTok持有者将从字节跳动租用算法副本,随后甲骨文将 对该算法进行"彻底重构"。 美国用户的数据将存储于由甲骨文管理的安全云服务器,并设置防护措施防止外国对手获取数据。字节 跳动将无法访问美国TikTok用户的信息,也无权控制其在美国市场的算法。 由于市场对甲骨文(ORCL.US)可能在TikTok相关交易中发挥作用持乐观态度,该公司股价在周一美股盘 前一度上涨近2%。 据一位白宫官员透露,作为将这款热门中资应用程序出售给美国投资者财团的新协议组成部分,甲骨文 将重建并确保TikTok美国版新算法的安全性。 这位白宫官员补充道,根据该交易,甲骨文将与美国政府合作,在从算法重新训练到应用开发和源代码 审查等各个方面开展工作。目前尚不清楚政府在对该应用、其算法和用户数据的监督中可能扮演什么角 色。 这位官员称,甲骨文在监督美国算法方面的部分作用将是"确保防止不当操纵",但没有详细说明。 据了解,重新训练和保障算法将进一步扩大甲骨文与TikTok的盈利关系。这家总部位于奥斯汀 ...
总规模100亿元,湖北设立数据产业基金
FOFWEEKLY· 2025-09-22 10:01
Group 1 - The Hubei province has established a data industry fund with a total scale of 10 billion yuan, marking a significant investment in the data sector [1] - The fund, initiated by Hubei Big Data Group and related institutions, has an initial scale of 2 billion yuan and will focus on key areas such as big data, data element circulation, data security, green computing power, industrial internet, and artificial intelligence [1] - The establishment of the fund aims to enhance the data industry ecosystem in Hubei by strengthening and supplementing the data industry chain [1] Group 2 - In June, the Hubei Provincial State-owned Assets Supervision and Administration Commission collaborated with six provincial enterprises to establish Hubei Big Data Group [1] - The group will concentrate on sectors such as government affairs, manufacturing, transportation, healthcare, and education, with a focus on developing industry-specific AI models [1] - The initiative also aims to promote the integration of humanoid robots with brain-computer interfaces and intelligent large models [1]
TikTok交易案中的确定与不确定
Sou Hu Cai Jing· 2025-09-21 00:51
Core Insights - TikTok has reached a temporary resolution regarding its operations in the U.S. following negotiations between China and the U.S., with a basic framework consensus achieved, although details on algorithm control remain unclear [2][3][5]. Group 1: Business Operations - TikTok is currently the fastest-growing revenue segment for ByteDance, with projected overseas revenue growth of 63% in 2024, accounting for approximately 25% of ByteDance's total revenue [3]. - TikTok's revenue for 2024 is estimated at $23 billion, reflecting a year-on-year growth of about 43% [3]. - The U.S. government has extended the execution grace period for TikTok's ban until December 16, 2025, allowing the platform to continue its operations in the U.S. market [2][4]. Group 2: Negotiation Outcomes - The recent negotiations in Madrid resulted in a basic framework consensus, with both sides expressing a willingness to resolve TikTok-related issues cooperatively [5]. - U.S. Treasury Secretary Scott Bentsen stated that TikTok's ownership would be transferred to an American company, but the specifics of the transaction remain undisclosed [5][7]. - The Chinese government has emphasized the importance of respecting corporate intentions and ensuring a fair investment environment for Chinese companies in the U.S. [2]. Group 3: Uncertainties - Key uncertainties in the TikTok transaction include the identity of the buyer and the ownership of algorithm control, which have not been publicly confirmed [7][8]. - The potential sale of TikTok's technology may require approval from Chinese authorities due to export control regulations [8]. - The implications of the U.S. transaction on TikTok's operations in other major markets remain uncertain, as does the interaction between U.S. and international versions of the app [9]. Group 4: Market Impact - Oracle has emerged as a significant player in the TikTok saga, having provided cloud and database services since 2020, and its stock price has doubled recently, increasing its market capitalization from approximately $400 billion to $877.1 billion [6]. - TikTok's ongoing challenges have led many creators and businesses to explore alternative platforms, reflecting a shift in user engagement and marketing strategies [12][16].
湖北设立总规模100亿元数据产业基金
Zhong Guo Xin Wen Wang· 2025-09-20 12:28
Group 1 - Hubei has established a data industry fund with a total scale of 10 billion RMB, initiated by Hubei Big Data Group and related institutions, with an initial scale of 2 billion RMB [1] - The fund will focus on key areas such as big data, data element circulation, data security, green computing power, industrial internet, and artificial intelligence, aiming to enhance Hubei's data industry ecosystem [1] - Hubei's digital economy has shown strong growth, with the core industry added value reaching 574.29 billion RMB in 2024, which is 2.4 times that of 2020, positioning it among the top tier in the country [1] Group 2 - Hubei Big Data Academy has been officially established to develop a curriculum covering artificial intelligence, data elements, and security compliance, supporting talent cultivation in the data industry [2] - The Hubei Computing Power Interconnection Platform has been launched to integrate provincial computing resources for efficient sharing and on-demand scheduling, with three advanced computing power clusters formed in Wuhan, Yichang, and the Xiangyang-Tianjin area [2]
大事!字节将在美国继续跳动
首席商业评论· 2025-09-20 03:21
深夜,字节跳动发布公告,感谢中美两国最高领导人对TikTok的关心,TikTok美国公司将继续服务广大美国互联网网民们。 也就是说,字节保全了算法的知识产权,同时获得了TikTok在美国的合法运行以及一部分控制权。 而美国TikTok公司会引入新的投资者,据传是 甲骨文、银湖资本和安德森·霍洛维茨基金等。TikTok美国的用户数据和内容安全管理应该都会在甲骨文投 资建设的基础设施上。 (图片来自TikTok US) 众所周知,字越少、事越大。字节这则深夜公告背后,意味着,旷日持久的TikTok美国运营的问题有了重大突破。 首先,这肯定是好事,说明中美在马德里的会谈中,在TikTok的问题上基本达成了一致,TikTok美国不会被关闭或强制全部出售,字节将在美利坚的土地 上继续跳动! 其次,是TikTok美国公司,而不是美国TikTok公司,说明字节跳动继续在美国TikTok中享有一定的股权。 (图片来自qz.com) 这次的谈判有重大突破,是中美找到了一个前所未有的解决方案:字节通过将TikTok美国用户数据和内容安全业务委托运营,同时,授权美国TikTok使用 算法,但不出售算法的方式解决TikTok在美国的 ...
捷报|青岛银行荣获2025年“泰山杯”山东省网络安全职业技能竞赛数据安全赛道团体个人双第一
Qi Lu Wan Bao· 2025-09-19 13:47
青岛银行在网信部门、公安、人民银行和金融监管局的指导下,始终将网络安全及数据安全作为全行重 点工作,构建"合规-技术-人才"三位一体的网络安全防护体系。严格落实《网络安全法》《数据安全 法》《个人信息保护法》等法规及金融监管要求,强化数据分类分级,构建覆盖数据全生命周期的安全 管理体系。通过积极应用态势感知平台、国密算法、零信任架构等技术手段,提升数据安全防护和风险 处置能力,确保技术赋能与数据安全协同发展。在团队建设方面,组建了网络安全团队,专注于攻防技 术、通用组件漏洞研究、安全运营、数据安全防护等工作,向国家信息安全漏洞共享平台CNVD提交多 个通用型安全漏洞,参与《数据安全技术 数据安全风险评估方法》等多项国标试点单位,自主研发的 应用系统风险画像平台荣获山东省网络安全创新案例、构建的面向生成式AI应用的个人信息保护体系 荣获山东省个人信息保护优秀典型案例,多次在全国及省市级网络安全大赛中屡获殊荣。本次大赛充分 检验了青岛银行网络安全及数据安全工作成果,同时也展示了青岛银行信息科技团队的专业风采,后续 青岛银行将以此为契机,持续加强网络安全及数据安全建设,以高水平安全守护高质量发展。 9月19日,由省 ...
新交所证券市场欢迎AvePoint在主板上市
Jin Tou Wang· 2025-09-19 09:43
Group 1 - AvePoint has successfully completed its secondary listing on the Singapore Exchange (SGX) under the stock code "AVP," with its primary listing on NASDAQ (NASDAQ: AVPT) [1] - AvePoint is recognized as a leader in global data security, governance, and resilient data solutions, marking it as the first B2B SaaS company to list on SGX [1] - The company supports over 25,000 clients across various sizes, industries, and regions through its cloud-native data management platform [1] Group 2 - AvePoint's CEO, Dr. TJ Jiang, emphasized the significance of the listing as a milestone in the company's development and a testament to its global strategic vision [2] - The listing is seen as a demonstration of SGX's appeal as a strategic international capital market platform for high-growth technology companies [2] - AvePoint's opening price on the first day of trading was 20.20 Singapore dollars [2]