智通财经APP获悉，瑞穗金融集团(MFG.US)正计划在未来十年内，利用人工智能替代约5000个在日本 国内的行政岗位。这家日本第三大银行试图通过此举提升运营效率。 瑞穗在一份声明中表示："我们计划通过充分利用人工智能技术，将人力资源重新配置到重点业务领 域，以增强盈利能力。这并非裁员。" 为提升效率，日本企业近年来不断加大人工智能应用力度，对该领域的投资已成为首相高市早苗政策议 程的关键组成部分。在银行业，各机构正寻求在面临用工短缺的背景下，以最大限度避免大幅裁员的方 式推进人工智能计划。 据瑞穗透露，其核心银行部门及其他集团子公司目前约有1.5万个行政岗位，受影响的员工将被调任至 其他岗位。 全球银行业正斥巨资将人工智能应用于从产品开发到风险管理的各项业务。摩根大通每年投入约20亿美 元用于人工智能技术开发，该行表示这项投资每年也能为其节省同等规模的支出。 日本银行业高管一直在努力缓解人工智能将取代就业岗位的担忧。瑞穗首席执行官Masahiro Kihara去年 10月表示："我不认为人类将失去价值，员工可以致力于从事更高附加值的工作。" ...

Group 1 - The AI industry chain is showing a divergence in trends, with AI software and applications strengthening while previously strong computing power hardware is undergoing adjustments [1] - The domestic computing power demand in China is experiencing exponential growth, with Chinese model vendors leveraging rapid iteration and cost advantages to capture the global market [1] - From February 9 to 15, Chinese models surpassed U.S. models in API call volume for the first time, with 41.2 trillion tokens compared to 29.4 trillion tokens [1] Group 2 - The rapid increase in penetration rates of intelligent applications and the openness of intelligent capabilities are expected to drive non-linear growth in tokens, maintaining rigid capital expenditures [2] - The Huaxia Cloud Computing ETF (516630) focuses on domestic AI software and hardware, with a combined weight of computer software, cloud services, and computer equipment reaching 83.7% [2] - The on-site comprehensive fee rate for the Huaxia Cloud Computing ETF is only 0.20%, the lowest among similar products [2]

In this article, we talk about the 15 stocks with the biggest hedge fund momentum.On February 23, Bloomberg News reported that during the week ended February 19, hedge funds registered record-high net sales of global stocks, the highest since early April 2025. Despite the selling spree, hedge funds maintained solid performance in early 2026, a period characterized by choppy markets and including the worst single-day drop for three major fund strategies since the COVID-19 pandemic.Goldman Sachs Group Inc.’s ...

今日A股开盘后科技赛道上行，冲高后有所回落。截至9点50分，人工智能AIETF（515070）跌 1.27%，持仓股拓维信息涨停，光环新网、昆仑万维、深信服等个股纷纷上涨。 消息面上，百度发布2025年第四季度及全年财务报告。2025Q4，AI业务收入占到百度一般性业务 收入的43%；2025年百度总营收达到1291亿元人民币，其中AI相关业务营收高达400亿元，数据显示其 AI战略转型成效显著，AI业务已成为公司增长的核心引擎。 银河证券分析指出，国产AI厂商的路线当下仍重点聚焦应用场景和开源生态两大务实抓手。全球 AI资本开支转向务实。 相关产品：人工智能AIETF（515070）、华夏中证人工智能主题ETF联接A（008585）、华夏中证 人工智能主题ETF联接C（008586）。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 人工智能AIETF（515070 ...

Core Insights - Vallourec reported robust financial results for Q4 2025, with Group EBITDA of €214 million and a strong EBITDA margin of 21% [5][12] - The company generated total cash of €177 million and adjusted free cash flow of €204 million, reflecting effective working capital management [5][12] - Vallourec aims to distribute approximately €650 million to shareholders by August 2026, marking a significant increase from 2025 [5][7] Financial Performance - Group revenues for Q4 2025 were €1,043 million, a sequential increase of €132 million but a year-over-year decrease of €22 million [12] - Tubes volume sold was 335,000 tonnes, up 32,000 tonnes from Q3 2025 but down 27,000 tonnes from Q4 2024 [12] - Net income attributable to the Group was €96 million, down from €134 million in Q3 2025 and €163 million in Q4 2024 [12] Market Dynamics - Resilient demand from US customers was noted, while imports continued to decline [5] - Early signs of activity recovery were observed in key Middle Eastern markets, setting the stage for higher volumes in the second half of 2026 [5][10] - A slight near-term decrease in US market prices is expected, but improving supply-demand conditions may lead to potential price recovery later in the year [5][10] Strategic Focus - The company is committed to profitable growth through targeted R&D and capital investments, particularly in new energy solutions [9] - Vallourec is investing in value-added capacity enhancements, including a new high-torque threading line in the US and advanced coating capabilities [9] - Partnerships in the geothermal and hydrogen sectors are being pursued to address energy challenges [9] Operational Efficiency - The company ended the period with a net cash position of €39 million, improving by €179 million sequentially [5][12] - A balanced distribution framework is being adopted to limit warrant dilution through buybacks while growing shareholder returns [7][8] - The focus on operational excellence and value over volume has led to significant improvements in profitability and financial resilience [8]

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the potential of AI to unlock multi-trillion-dollar opportunities, reinforcing the optimistic outlook on AI's economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is believed to be redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, suggesting that its technology could pose a threat to competitors [4][6] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a significant advancement with the potential for substantial social benefits [8]

A hacker exploited Anthropic PBC’s artificial intelligence chatbot to carry out a series of attacks against Mexican government agencies, resulting in the theft of a huge trove of sensitive tax and voter information, according to cybersecurity researchers.The unknown Claude user wrote Spanish-language prompts for the chatbot to act as an elite hacker, finding vulnerabilities in government networks, writing computer scripts to exploit them and determining ways to automate data theft, Israeli cybersecurity sta ...

If there is one AI stock to own, it's Alphabet.If you're looking for one company that is at the heart of artificial intelligence (AI), look no further than Alphabet (GOOGL 1.84%) (GOOG 1.93%). The company has the most complete AI tech stack of any company on the planet.NASDAQ : GOOGLAlphabetToday's Change( -1.84 %) $ -5.75Current Price$ 307.15Key Data PointsMarket Cap$3.7TDay's Range$ 302.35 - $ 313.0352wk Range$ 140.53 - $ 349.00Volume1.7MAvg Vol34MGross Margin59.68 %Dividend Yield0.27 %It starts with its ...

Core Insights - Trifork Group reported a full-year revenue growth of 7.2% for 2025, with an adjusted EBITDA margin of 13.6%, indicating strong performance in the fourth quarter and a positive outlook for 2026 [1][2][5] Financial Performance - Total revenue for 2025 reached EURm 220.9, up from the previous year, with organic growth at 7.0% driven by increased public sector demand and successful product-led engagements [5] - Adjusted EBITDA for 2025 was EURm 30.1, reflecting a margin improvement from 11.9% in 2024 to 13.6% in 2025, attributed to revenue growth and cost savings [5] - EBIT for 2025 amounted to EURm 16.8, with a margin increase from 4.0% in 2024 to 7.6% in 2025, positively impacted by the deconsolidation of Trifork Security [5] - Cash conversion improved significantly to 97.9% in 2025, up from 74.3% in 2024, due to higher profitability and lower net working capital [5] Segment Performance - The Products segment saw a revenue increase of 37.6% to EURm 77.7, with an adjusted EBITDA margin of 20.9%, up from 17.0% in 2024 [5][12] - Services revenue declined by 4.1% to EURm 143.1, with a stable adjusted EBITDA margin of 13.7% [12] - In Q4 2025, total revenue was EURm 59.0, marking a 5.3% increase year-over-year, with organic growth at 9.4% [12] Strategic Initiatives - A share buyback program of up to DKKm 75 (approximately EURm 10) will be initiated to redistribute excess cash to shareholders [9] - A strategic review of options for Trifork Labs is underway, exploring potential divestments or portfolio-level transactions to optimize capital allocation [10][11] Future Outlook - For 2026, the company expects group revenue to be in the range of EURm 230-240, indicating total growth of 4.1-8.7%, with organic growth projected between 6.7-11.3% [12]

Group 1 - Yotta Data Services is constructing a $2 billion artificial intelligence hub utilizing Nvidia's chips, indicating a significant investment in AI infrastructure in India [1] - Demand for graphic processing units (GPUs) in India is currently exceeding supply, driven by the scaling of domestic AI models and a growing local user base [1] - India is currently behind the U.S. and China in developing a native AI foundational model and lacks substantial domestic AI infrastructure, but this situation is beginning to change [1] Group 2 - During the recent India AI summit, several Indian companies introduced early or limited versions of their AI models, including Sarvam AI's Indus chatbot [2] - Sarvam AI is gradually rolling out its Indus chatbot on limited compute capacity, with plans to expand access over time [2] - Most AI models launched at the summit were trained on Nvidia's GPUs located in Yotta's facilities, highlighting the reliance on Nvidia's technology for AI development in India [3] Group 3 - Yotta Data Services, which began sourcing Nvidia GPUs in 2023, now controls 60% to 70% of India's GPU capacity, showcasing its dominant position in the market [3] - The demand for GPUs is expected to increase not only from domestic AI companies but also from global AI firms as their user base in India grows [3]