海光信息高管在6月11日的重大资产重组事项投资者说明会上表示，公司与中科曙光（603019）的合 并，将充分发挥中科曙光完整的系统能力和算力应用生态，实现云计算应用的产业链延展，形成一体化 优势，侧重通过系统能力提升公司芯片的性能，解决功耗等影响因素对摩尔定律进一步突破的掣肘，实 现公司的CPU和DCU在更加广泛的行业应用，对标国际行业巨头。公司的吸并不会与国内其他服务器 品牌形成竞争，将为其他服务器厂商提供更加具有竞争力和产品优势的解决方案。另外，两家公司合并 后，形成的聚合优势主要体现在技术实力进一步提升和成本进一步降低。(人民财讯) ...

Amdocs (DOX) 2025 Conference June 11, 2025 04:00 AM ET Speaker0 All right. Right on time, we'll get going here. Well, good morning, everybody. Thank you for joining us here today. My name is Jack Caswell. I'm with Nasdaq. I'm the Senior Vice President and Head of our Listings for Western And Central U. S. And fortunate to have a great conversation forthcoming. Maybe we'll start, just so I don't butcher it, with both of you, and Matt, introducing yourselves for the group. Speaker1 Morning, everyone. Shuky Sc ...

Group 1: China and US Trade Agreement - China and the US have reached a preliminary agreement framework after two days of negotiations, which will be reported to their respective leaders [4] - The agreement aims to implement the Geneva consensus and address issues related to rare earths and magnets [4] Group 2: Argentina's Economic Measures - Argentina's central bank announced a $2 billion repurchase loan plan to strengthen foreign exchange reserves, with the agreement expected to be finalized on June 11 [8] - The country's risk index has dropped to its lowest level in four years, decreasing over 40% since the beginning of the year [10] - The central bank is transitioning to a market-determined interest rate system as part of significant monetary policy reforms [9][11] Group 3: AI Investments and Developments - Japan plans to enhance its intellectual property competitiveness through AI and advanced technologies, aiming to establish a robust IP system by 2025 [14][15] - The UK government announced a £1 billion investment to increase AI infrastructure and training for 7.5 million AI professionals over the next five years [21][23] - Amazon plans to invest at least $20 billion in Pennsylvania to expand its data center infrastructure for AI and cloud computing, creating 1,250 new high-skilled jobs [32] Group 4: Semiconductor Industry Insights - The global semiconductor market is projected to reach $700.9 billion by 2025, with an 11.2% year-on-year growth driven by demand in AI and cloud infrastructure [36] - Qualcomm announced a $2.4 billion acquisition of Alphawave to accelerate its entry into the data center market [37] - Global semiconductor IP market is expected to reach $8.49 billion in 2024, with a compound annual growth rate of 16.78% [38] Group 5: Automotive Industry Developments - General Motors plans to invest $4 billion in its US factories over the next two years to increase production of popular gasoline models in response to tariffs [44] - GAC Group aims to enter the Argentine market by the second half of 2025, expanding its presence in South America [46] - VinFast reported a 296% year-on-year increase in electric vehicle deliveries in Q1, despite a net loss of approximately $712 million [48][49] Group 6: Robotics and AI Technology - A Chinese research team developed the world's first fully tactile robotic hand, showcasing significant advancements in robotics technology [32][34] - The F-TAC Hand features high-resolution tactile sensors and is designed to enhance the adaptability of robots in uncertain environments [35] Group 7: International Cooperation and Agreements - Chinese Vice President Han Zheng met with French President Macron to discuss strengthening bilateral cooperation and multilateralism [6][7] - Meta signed a 20-year power supply agreement with Constellation Energy to meet the growing electricity demand from AI initiatives [65]

在当今经济环境下,小微企业作为实体经济的"毛细血管",其稳定发展对于促进就业、激发市场活力具有 不可替代的作用。然而,融资难、融资贵一直是困扰小微企业发展的老大难问题。面对这一挑战,天创信 用凭借其深厚的科技底蕴和创新能力,正积极助力金融机构破解小微企业融资难题,为实体经济发展注入 新动力。 尤为重要的是,天创信用在助力金融机构服务小微企业的过程中,始终坚持以客户为中心,注重提升服务体 验。通过优化产品设计、简化操作流程,使得小微企业能够更加便捷地获得金融服务。同时,天创信用还 积极与金融机构合作,共同探索适合小微企业的金融服务模式,推动金融资源向小微企业倾斜,促进实体经 济的繁荣发展。 天创信用在普惠金融领域的持续发力,不仅体现在技术创新和服务优化上,更在于其对社会责任的深刻理 解和积极担当。通过科技赋能,天创信用正逐步构建起一个更加包容、高效、可持续的普惠金融生态体 系,让金融活水精准滴灌到每一个需要的小微企业,为实体经济的蓬勃发展贡献力量。 小微企业融资难题,根源在于信息不对称、风控成本高以及传统金融机构服务模式与小微企业需求不匹 配。小微企业往往缺乏足够的抵押物,财务信息不透明,导致金融机构在风险评估 ...

通信 分析师：李璐毅 登记编码：S0730524120001 lily2@ccnew.com 021-50586278 电信运营商收入增速回升，海外算力复苏 ——通信行业月报 证券研究报告-行业月报 强于大市(维持) 通信相对沪深 300 指数表现 《通信行业月报：AI 带动数据中心发展，OFC 2025 指明光通信行业技术走向》2025-04-10 《通信行业专题研究：算力基建带动光芯片需 求持续增长，河南省"追光逐芯"助力国产芯 片突围》 2025-03-28 联系人：李智 投资要点： 本报告版权属于中原证券股份有限公司 www.ccnew.com 请阅读最后一页各项声明 第1页 / 共31页 发布日期：2025 年 06 月 10 日 -11% -3% 5% 13% 21% 29% 37% 45% 2024.06 2024.10 2025.02 2025.06 通信 沪深300 资料来源：中原证券研究所，聚源 电话： 0371-65585629 地址： 郑州郑东新区商务外环路10号18 楼 地址： 上海浦东新区世纪大道1788 号T1 座22 楼 相关报告 《通信行业月报：北美云厂商加大 AI 资本开 ...

Group 1 - US Commerce Secretary states negotiations are progressing smoothly, boosting US stock market with Dow Jones up 0.25%, Nasdaq up 0.63%, and S&P 500 up 0.55% [1] - Meta Platforms to acquire 49% stake in Scale AI Inc. for nearly $15 billion [3] - OpenAI signs new cloud computing agreement with Google for increased computing power [4] Group 2 - AI data storage platform Vast Data seeks new funding round with a valuation of $25 billion [6] - Qualcomm showcases a new processor for AI glasses [9] - Snap plans to launch its sixth-generation AR glasses product Specs in 2026 [10] Group 3 - Tencent Music plans to acquire Himalaya for $1.26 billion, enhancing its audio content ecosystem [20][30] - TSMC reports May revenue of NT$320.52 billion, a year-on-year increase of 39.6% [22] - First stem cell prescription drug in China, Aimi Maito injection, has been commercially applied [32] Group 4 - Companies like OnePlus and Xiaomi are actively developing flexible fabric pressure sensors for applications in automotive and consumer technology [29] - NVIDIA and HPE plan to build a supercomputer in Leipzig, Germany [8] - National Development and Reform Commission holds a meeting to gather opinions from private tech enterprises for the 14th Five-Year Plan [14]

冯学伟和张廷兵分别于2003年8月、2002年1月至今任职于公司，可谓普联软件的元老级人物。 业绩方面，2025年一季度，普联软件实现营业收入5876.37万元，同比下降24.20%；净利润亏损1395.03 万元，上年同期为盈利327.08万元。 对此，蔺国强表示，公司所处行业季节性特征显著，超七成收入源于大型集团客户的定制软件开发及技 术服务，其合同签订、验收确认多集中于每年的四季度。 "2025年一季度以来，公司在手订单、新签订单及回款继续保持良好态势，"蔺国强表示，"公司各项经 营按计划推进，为全年业绩提供了坚实支撑。" 长江商报消息 ●长江商报记者 黄聪 一季度亏损之下，普联软件（300996.SZ）实控人蔺国强带头减持。 6月8日晚间，普联软件发布公告，公司控股股东、实际控制人、董事长蔺国强，董事、总经理冯学伟， 副总经理张廷兵拟减持不超过195.75万股。 以6月6日普联软件收盘价14.77元/股计算，蔺国强等三人此次减持可套现约2891万元。 3名高管拟减持不超195.75万股 普联软件主营业务是为大型集团企业提供管理信息化方案及IT综合服务，致力于应用云计算、大数据、 人工智能等新一代信息技 ...

OpenAI与谷歌签署新的云计算协议，以获得更多的计算能力。（路透） ...

智通财经6月10日电，OpenAI据悉与谷歌达成新的云服务协议以获取更多计算资源。 ...

OpenAI据悉与谷歌达成新的云服务协议以获取更多计算资源。 ...