Market Overview - The A-share market showed a positive trend today, with major indices mostly rising. The Shanghai Composite Index increased by 0.86% to close at 3403.95 points, the Shenzhen Component Index rose by 0.64% to 10354.22 points, and the ChiNext Index gained 1.01% to finish at 2083.14 points. The total trading volume in the Shanghai and Shenzhen markets reached 13167 billion yuan, an increase of approximately 252 billion yuan compared to the previous trading day [1][14]. Industry Performance - Among the Shenwan first-level industries, non-bank financials, transportation, food and beverage, and comprehensive retail sectors led the gains, with increases of 3.99%, 1.79%, 1.68%, and 1.31% respectively. Conversely, the defense industry, beauty care, machinery equipment, social services, and electric equipment sectors experienced declines, with decreases of 0.74%, 0.39%, 0.37%, 0.17%, and 0.16% respectively [1][14]. Concept Sector Performance - The top-performing concept sectors today included insurance, stock trading software, intelligent logistics, and financial technology, among others. Notably, sectors such as large aircraft, aircraft carriers, and military-civilian integration saw a pullback [2][11].

金十数据5月14日讯，今日三大指数基本平开，随后维持窄幅震荡，沪指走势稍强。截至午间收盘，沪 指涨0.19%，深证成指跌0.26%，创业板指跌0.22%。盘面上，保险、银行、证券等大金融板块走强，农 业银行、上海银行、交通银行等股价再创历史新高。航运概念延续强势，中远海发、宁波海运、南京 港、宁波远洋等涨停。BC电池、人形机器人、工业软件等概念走弱。保险、化纤、运输服务、矿物制 品等板块涨幅居前；工程机械、家居用品、纺织服饰、航空等板块跌幅居前。 A股午评：沪指涨0.19% 大金融板块走强 ...

文件和消息人士透露，越南政府再次警告国内企业不要使用假冒软件，此前全球行业组织已提出投诉。 ...

Core Insights - The automotive industry is undergoing significant transformation driven by software-defined vehicles and AI integration, focusing on user experience rather than just functionality [2][3][4] Group 1: Eastsoft's Innovations - Eastsoft Group launched three major product matrices at the Shanghai Auto Show, including the A³ cabin parking product platform, NeuMind empowerment body, and OneCoreGo® global in-car intelligent travel solution 6.0, marking a key step in promoting smart travel and aligning with the AI development trend [3][4] - The A³ cabin parking product platform integrates multiple functions into a single chip, reducing hardware costs and enhancing software iteration efficiency, thus addressing the fragmentation issues in traditional automotive electronic architectures [4][5] - The NeuMind empowerment body serves as an AI brain, enabling rapid deployment of intelligent applications and seamless upgrades, thus providing a full-stack intelligent solution for automakers [7][8] Group 2: Market Impact and Trends - The A³ cabin parking platform resolves two major contradictions in the automotive industry's smart transformation: high development costs and the need for rapid feature iteration, as well as the challenge of upgrading user experience while ensuring technology accessibility [5][6] - The OneCoreGo® 6.0 solution enhances the in-car ecosystem by integrating navigation, payment, and interaction capabilities, facilitating the globalization of Chinese automotive brands [9][10] - Eastsoft has established a global product R&D and delivery network centered in China, Germany, the USA, Japan, and Malaysia, serving over 50 well-known automotive manufacturers and applying its products in more than 100 countries [10]

Group 1 - The company expects to achieve revenue of approximately RMB 923 million to RMB 966 million for the fiscal year ending March 31, 2025, representing an increase of approximately 8.0% to 13.0% compared to the revenue of approximately RMB 855 million for the fiscal year ending March 31, 2024 [1] - The company's annual recurring revenue for fiscal year 2025 is projected to be between RMB 890 million and RMB 927 million, reflecting an increase of 17.7% to 22.5% from the annual recurring revenue of approximately RMB 757 million for fiscal year 2024 [1] - The expected subscription revenue retention rate for fiscal year 2025 is estimated to be around 105.0% to 107.0% [1] Group 2 - The company anticipates a loss attributable to equity holders of approximately RMB 131 million to RMB 196 million for fiscal year 2025, a significant reduction from the loss of approximately RMB 3.209 billion for fiscal year 2024 [1] - The reduction in loss is primarily due to a decrease in losses from the fair value changes of redeemable convertible preferred shares and share-based payments, which are expected to decrease by approximately RMB 2.956 billion to RMB 3.015 billion compared to fiscal year 2024 [1] - After excluding the fair value changes of redeemable convertible preferred shares, share-based payments, acquisition-related intangible asset amortization, and related tax impacts, the company expects an adjusted net loss (non-IFRS measure) of approximately RMB 23.8 million to RMB 55.5 million for fiscal year 2025, a decrease of approximately 47.3% to 77.4% from the adjusted net loss of approximately RMB 105 million for fiscal year 2024 [1] Group 3 - The company projects that operating cash flow will turn positive in fiscal year 2025, reaching approximately RMB 65.6 million to RMB 84.9 million, compared to an operating cash outflow of approximately RMB 82.5 million in fiscal year 2024 [2]

Market Overview - The A-share market saw all major indices rise today, with the Shanghai Composite Index up by 0.82% closing at 3369.24 points, the Shenzhen Component Index up by 1.72% at 10301.16 points, and the ChiNext Index up by 2.63% at 2064.71 points [1][12] - The total trading volume in the Shanghai and Shenzhen markets reached 1.3084 trillion yuan, an increase of approximately 116.4 billion yuan compared to the previous trading day [1] Industry Performance - Among the Shenwan first-level industries, the leading sectors included defense and military, electric equipment, machinery, non-bank financials, and automotive, with gains of 4.80%, 2.69%, 2.24%, 2.08%, and 1.91% respectively [1][12] - The sectors that experienced declines were agriculture, forestry, animal husbandry, and fishery, pharmaceuticals, public utilities, and beauty care, with decreases of 0.49%, 0.27%, 0.26%, and 0.04% respectively [1] Concept Sectors - The top-performing concept sectors included aircraft carriers, top ten military industrial groups, large aircraft, stock trading software, military-civilian integration, TWS headsets, wireless charging, satellite internet, and satellite navigation [2][11] - Conversely, sectors such as gold and jewelry, generic drugs, and biological breeding experienced pullbacks [11]

近日，有网络安全研究人员标记出三个恶意的 npm（Node.js 包管理器）软件包，这些软件包的攻击 目标是一款颇受欢迎的由 AI 驱动的源代码编辑器 Cursor，且针对的是苹果 macOS 版本用户。 迄今 为止，这三个软件包的下载量总共已超过 3200 次。 软件供应链安全公司 Socket 的研究人员 Kirill Boychenko 表示："这些软件包伪装成提供'最便宜的 Cursor API'的开发者工具，窃取用户凭据，从由威胁行为者控制的基础设施中获取有效加密负载， 覆盖 Cursor 的 main.js 文件，并禁用自动更新以保持其持续性。" 整理 | 华卫 Cursor 用户被"劫持"全过程 有问题的软件包如下所列：sw-cur （2,771 次下载）、sw-cur1 （307 次下载） 和 aiide-cur （163 下载）。值得注意的是，目前这三个软件包仍可以继续从 npm 注册表下载。 其中，"aiide-cur "于今年 2 月 14 日首次发布，是由一个名为"aiide"的用户上传的，其 npm 库被描述 为"用于配置 macOS 版本的光标编辑器的命令行工具"。另外两个软件包则 ...

作者丨 Gergely Orosz & Addy Osmani 译者丨明知山 策划丨褚杏娟 可以肯定的是，生成式 AI 将继续改变我们开发软件的方式。 回顾 2022 年 11 月，ChatGPT 首次问世，这是大语言模型（LLM）开始被广泛运用的开端。尽管 LLM 的构建方式出人意料地简单，但它们在各个领域都取得了令人印象深刻的结果。编写代码无疑 是它们的强项之一。这并不令人感到惊讶，因为： 去年，我们的 AI 工具使用情况调查发现，大约 75% 的开发者使用某种 AI 工具进行与软件工程相关 的工作。然而，我们似乎仍处于工具创新周期的早期阶段，而更复杂的方法，如软件工程 AI 智能 体，很可能成为 2025 年创新的核心。 主流媒体对软件工程行业的描绘越来越戏剧化。3 月份，Business Insider 报道了"软件工程师越来越 接近 AI 是否会让他们失业的真相"；9 月份，福布斯抛出疑问："软件工程师是否正在变得过时？"尽 管这类文章广为传播，但它们多出自非软件工程师之手，这些作者既不使用 AI 工具，也不了解这些 新型 GenAI 编码工具的效率（以及局限性）。 那么我们能从 GenAI 工具重 ...

推动关键基础设施 向软件定义平台迁移 Paul Parkinson 航空航天与国防领域现场工程总监，EMEA 执行摘要 关键基础设施中使用的嵌入式系统目前正在经历一场巨大的变革。历史 上，这些系统具有不同程度的网络连接性，执行固定的功能，并且可能在 现场手动升级，作为长服役周期的一部分。如今，无处不在的网络连接加 速了智能边缘嵌入式系统的创新。这推动了对增强应用功能的需求，这些 功能不仅执行传统的自动化和控制功能，还增加了更高的智能性。 多个行业对设备支持更高智能的需求日益增长，以实现从自动化系统向自 主系统的过渡。这推动了对基于开放标准的软件定义架构的技术需求，以 便将多个应用（包括具有不同安全等级和使用多种操作系统的应用）整合 到通用计算平台上。这种方法支持应用迁移、可移植性和互操作性，避免 了被锁定在专有架构中。 风河开物 Hypervisor 通过提供支持基于开放标准的软件定义架构的灵活虚 拟化平台，满足了这些共性需求。它基于经过验证的软件技术，能够满足 航空航天、汽车、国防、工业和医疗市场的安全认证要求。 目录 | 执行摘要 2 | | | --- | --- | | 嵌入式系统从自动化向自主性的演 ...

Group 1: Company Performance - NXP reported Q1 revenue of $2.84 billion, a year-over-year decline of 9% and a quarter-over-quarter decline of 9% [1] - Following the earnings report, NXP's stock price dropped over 7% in after-hours trading, resulting in a market value loss of approximately $4.5 billion [1] - The company announced the retirement of CEO Kurt Sievers at the end of the year, with Rafael Sotomayor set to take over [1] Group 2: Market Conditions - The global automotive and industrial chip market has been experiencing a downturn since 2024, with companies facing challenges in inventory clearance [1][2] - The global automotive chip inventory turnover period has extended by 30%-50% year-over-year due to a significant drop in demand from automakers [2] Group 3: Strategic Moves - NXP made notable strategic moves, including a $307 million acquisition of AI chip startup Kinara Inc. and the launch of the new S32K5 series MCU, which features embedded MRAM technology [4][5] - The acquisition of Kinara is part of NXP's broader strategy to enhance its AI capabilities and provide a comprehensive AI platform [5] - NXP's focus remains on enhancing automotive and industrial communication capabilities through edge AI tools [5][6] Group 4: Industry Trends - The automotive communication market is undergoing significant changes, driven by the evolution of the automotive concept and increasing demands for computing power and integration in vehicle communication chips [7] - The shift towards software-defined vehicles (SDVs) necessitates a deep integration of communication chips and computing units, testing manufacturers' full-stack capabilities [8]