天眼查App显示，近日，烟台大道至简智能科技有限公司成立，法定代表人为邹本贵，注册资本50万人 民币，经营范围为一般项目：软件开发；人工智能理论与算法软件开发；人工智能应用软件开发；人工 智能行业应用系统集成服务；智能控制系统集成；人工智能公共服务平台技术咨询服务；大数据服务； 云计算装备技术服务；互联网数据服务；智能无人飞行器制造；智能无人飞行器销售；智能机器人的研 发；智能机器人销售；人工智能硬件销售；技术服务、技术开发、技术咨询、技术交流、技术转让、技 术推广；信息系统集成服务；信息技术咨询服务；图文设计制作；广告设计、代理；专业设计服务；教 学专用仪器销售；显示器件销售；办公设备销售；办公设备耗材销售；智能仪器仪表销售；计算机软硬 件及辅助设备批发；计算机软硬件及辅助设备零售；互联网设备销售；实验分析仪器销售；电子产品销 售；信息安全设备销售；业务培训（不含教育培训、职业技能培训等需取得许可的培训）。（除依法须 经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

具体来说，机构分析认为，模块产业的供需格局持续紧张，主要源于Nvidia GB300服务器出货以及 VR200服务器进展超预期，VR架构下单芯片光模块配比从GB架构下的1：2.5倍增至1：5.此外，谷歌 TPU需求持续上修，带动1.6T光模块需求攀升。 乐观预期情况下，2026年1.6T光模块的出货超过2,500万只，800G预期出货超过5,500万只。未来，随着 算力往大集群发展，通信的需求将出现指数级增长，带动光通信行业的在AI时代景气度的持续性超预 期，龙头厂商在当前阶段凭借技术创新，产业链保供，以及下一代技术预研，有望形成强者恒强的格 局。（以上资料来源：第一上海） 根据中证指数官网数据，云计算ETF（159890）跟踪中证云计算与大数据主题指数，前十大成份股覆盖 中际旭创、新易盛两大光模块龙头，中科曙光、浪潮信息等电子终端及组件龙头，以及科大讯飞、金山 办公等软件开发龙头等，从上游AI基建到下游AI应用均有布局，或为AI大时代一站式解决方案。 12月9日，CPO概念再度走强。中际旭创大涨7.24%，新易盛涨超5%，光模块双雄含量超30%的云计算 ETF（159890）盘中涨超2%，成份股奥飞数据、光 ...

Group 1 - CPO sector experiences a significant surge, with Zhongji Xuchuang rising over 4% and Xinyi rising over 3%, while the cloud computing ETF Huatai (159273) increases by over 2%, marking a strong four-day rally and reaching new highs [1] - Nvidia's H200 AI chip is expected to be allowed for export to China, potentially opening a large market for Nvidia's products [3] - Google is collaborating with Chinese AR company Xreal to develop "Project Aura," a standalone AR glasses project that operates on the Android XR system [3] Group 2 - The cloud computing ETF Huatai (159273) shows mixed performance among its constituent stocks, with significant gains in optical modules and companies like Inspur Information rising over 3% [4] - Zhongjin Securities indicates that the securities industry is entering a "spring fever" market, driven by favorable policies and a focus on technology, particularly in AI hardware and optical modules [6] - The optical module market is expected to continue its upward trend, with a projected compound annual growth rate (CAGR) of 17% from 2025 to 2030, driven by demand from AI infrastructure [10] Group 3 - Google's new AI model Gemini 3 shows impressive performance, with TPU chips expected to see increased production by 2026-2027, enhancing the demand for optical modules [7] - The demand for optical modules is expected to rise significantly, with a supply gap of 25%-30% currently, and prices are anticipated to increase by 2026 [10] - Major cloud service providers (CSPs) are increasing their capital expenditures, with significant growth in demand for 1.6T optical modules expected in the coming years [12][13]

Group 1 - The cloud computing ETF Tianhong (517390) experienced a turnover of 2.24% with a transaction volume of 8.5954 million yuan, while the tracked CSI Hong Kong-Shenzhen Cloud Computing Industry Index (931470) surged by 2.52% [1] - Notable individual stocks within the cloud computing sector include Aofei Data (300738) which rose by 6.52%, Xingwang Ruijie (002396) up by 6.09%, and Runze Technology (300442) increasing by 5.88% [1] - Over the past three months, the cloud computing ETF Tianhong (517390) has seen a significant growth in scale by 20.6497 million yuan [1] Group 2 - The chip ETF Tianhong (159310) tracking the CSI Chip Industry Index (H30007) saw a slight increase of 0.12%, with key stocks like Beijing Junzheng (300223) rising by 3.36% and Sanan Optoelectronics (600703) by 3.01% [1] - In the past week, the chip ETF Tianhong (159310) has grown by 41.479 million yuan, and in the last month, it has increased by 5 million units [1] - The chip ETF Tianhong (159310) has attracted a total of 8.18 million yuan in the last 20 trading days, ranking first among similar products [1] Group 3 - The "Computing Power ETF" is highlighted as a comprehensive investment opportunity in AI-driven cloud computing, emphasizing the importance of capturing the growth of Hong Kong tech leaders and the potential of optical modules [2] - The announcement by former President Trump allows Nvidia to sell H200 AI chips to China, with a 25% revenue share for the U.S. government, which will also apply to other AI chip companies like AMD and Intel [2] - Changguang Huaxin announced the release of production capacity for optical communication chips, including 100G EML and 200G EML, in response to growing computing power demand [3]

长江商报消息 ●长江商报记者 沈右荣 控股股东进，创始人退，海信系对科林电气（603050.SH）话语权进一步提升。 12月5日晚，科林电气公告，张成锁拟减持不超过公司2.8%股权。此外，王永、董彩宏也计划减持。 68岁的张成锁是科林电气创始人，曾与王永、董彩宏等为一致行动人，并因此成为科林电气控股股东、 实际控制人。 2024年，海信系突袭，通过二级市场增持、受让股权、要约收购、接受表决权委托等途径，击败张成锁 取得了科林电气控制权。 在张成锁等减持撤退计划披露之前，2025年9月，科林电气披露，公司拟向海信系定增，募资不超过15 亿元，所募资金全部用于补充流动资金。如果定增顺利完成，在不考虑其他因素影响的情况下，海信系 持股比将上升至47.09%，持有的表决权比例将达到54.87%。 在海信系赋能之下，科林电气经营向好。2025年前三季度，公司营业收入逾32亿元、归母净利润逾2亿 元，同比均为快速增长。经营现金流净额为3.05亿元，同比猛增约46倍。 张成锁拟减持不超2.8%撤退 在与海信系争夺科林电气控制权失败后，张成锁选择通过减持方式逐步撤退。 1958年9月出生的张成锁，1981年7月至2000年1 ...

市场 12月9日收盘：美股周一收跌 市场等待联储会议结果 12月9日美股成交额前20：大摩下调特斯拉评级，称其估值过高 12月9日热门中概股涨跌不一 台积电涨2.44%，阿里巴巴跌0.08% 周一油价下跌 市场关注乌克兰谈判与美联储会议 现货黄金跌0.19%，报4189.69美元/盎司 欧洲股市微幅下跌 投资者在美联储会议前态度谨慎 宏观 日本一核设施乏燃料池水溢出 欲览更多环球财经资讯，请移步7×24小时实时财经新闻 原油：成品油大跌拖累油价走低 市场关注俄罗斯供应前景 大宗商品综述：原油、黄金和银价下跌 铜再创新高 纽约汇市：美元小幅走强 市场迎来密集的央行决策周 新浪合作大平台期货开户 安全快捷有保障 责任编辑：李桐 美国最高法院似乎准备赋予总统更多解雇政府官员的权力 美国将为受关税政策影响农民提供120亿美元救助 纽约联储消费者调查：通胀预期稳定 财务状况恶化 特朗普政府因移除追踪移民特工行踪的应用程序而被起诉 特朗普威胁对加拿大化肥征收"严厉"关税 日本7.6级地震恐引发3米高海啸 官员称附近核电站无恙 美国代表团访问印度寻求修复关系 但贸易协议仍遥遥无期 印度大规模航班取消，监管机构警告靛蓝航空 ...

来源：环球市场播报 全球财经媒体昨夜今晨共同关注的头条新闻主要有： 美国最高法院周一似乎准备扩大总统解雇众多监管机构负责人的权力，尽管一位关键大法官表示希望保 护美联储免受政治压力。 在长达两个半小时的口头辩论中，大法官们深入探讨了总统特朗普主张几乎不受约束的解雇机构领导权 力的界限，尽管联邦法律规定不得因政策分歧解雇这些官员。 布雷特·卡瓦诺大法官直截了当地询问了总检察长D·约翰·绍尔，经济学家们担忧特朗普在此案中全面获 胜将危及美联储理事会的独立性。 美国最高法院似乎准备赋予总统更多解雇政府官员的权力 1、美国最高法院似乎准备赋予总统更多解雇政府官员的权力 2、派拉蒙出价1080亿美元恶意竞购，华纳兄弟之争白热化 3 、摩根士丹利两年半来首次下调对特斯拉评级 指其估值过高 4 、Warby Parker与谷歌将于2026年推出人工智能智能眼镜 5、IBM以110亿美元收购Confluent，加速云计算发展 6、 伯克希尔在巴菲特交接前调整团队，推动摩根大通投资项目 派拉蒙出价1080亿美元恶意竞购，华纳兄弟之争白热化 派拉蒙天舞周一对华纳兄弟探索发起了价值1084亿美元的恶意竞购，以最后的努力击败奈飞，打 ...

推动治理体系现代化，提升科学决策效能。治理能力现代化是地方高水平大学高质量发展的基石。通过 打破部门间的数据壁垒，构建覆盖全要素的校级数据一体化管理服务平台，能够实现数据的互通共享， 以海量数据（603138）为基础，运用大数据分析模型与可视化工具，对师资队伍动态、学科发展态势、 科学研究成果、人才培养质量等进行实时监测与分析，使资源分配、战略规划更加精准、科学、有效， 治理实现从"经验驱动决策"到"数据驱动决策"的转变。同时，可以优化教务管理、科研管理、后勤服务 等业务流程，提升行政管理效率，将更多精力聚焦于核心业务创新。 构建创新育人模式，落实中心地位理念。人才培养是大学的核心使命，其内涵、形态、方法、手段因时 而进、因势而新。高校全面提高人才自主培养质量，必须立足"时"与"势"，深入分析当前的时代特点、 形势特征，观大势、谋长远、布全局。虚拟仿真、数字孪生等技术的引入，能够突破物理条件限制，创 设高仿真的实验实践环境，有效弥补地方高校在高价值实践教学资源上的不足，强化学生创新与实践能 力的培养。持续采集学生在课程学习、科研训练、社会实践等多场景下的行为数据，实现学业困难的早 期预警、学习资源的智能推荐与 ...

Core Viewpoint - Oracle (ORCL.US) is set to release its Q2 FY2026 earnings report on December 10, 2023, with analysts expecting revenue of $16.22 billion, a year-over-year increase of 15.4%, and a non-GAAP EPS of $1.64, reflecting an 11.6% growth [1] Revenue and Earnings Performance - Historical data shows Oracle has only exceeded revenue expectations twice in the past eight quarters, with an average revenue surprise of -0.34% [2] - The average positive surprise for EPS is 1.02%, with Oracle achieving a roughly 50% success rate in beating EPS estimates [3] Market Sentiment and Stock Reaction - Despite a strong performance in cloud infrastructure and record remaining performance obligations (RPO), market sentiment remains cautious due to supply chain constraints and high revenue growth expectations [4] - On average, Oracle's stock price has increased by 8.52% in the week following earnings reports, although recent performance has been weak, with a decline of over 35% since reaching a historical high in September [5] Key Areas of Investor Focus - Investors should closely monitor Oracle's debt situation, cash flow, and developments related to its partnership with OpenAI, especially given the significant capital expenditures and concerns over the company's ability to fulfill large orders [6][7] - The company reported a Q1 FY2026 revenue of $14.93 billion, a 12.2% year-over-year increase, but fell short of market expectations by $1.17 billion [6] Financial Metrics and Valuation - Oracle's current forward P/E ratio is approximately 29.5, lower than its previous 35.5 but still above the five-year average of 21.3 [8] - The projected EPS for FY2026 is $6.16, with a target price of around $215 based on a forward P/E of 29.5, indicating limited upside potential at current levels [9] Upcoming Earnings Report Focus - The market will focus on management's comments regarding debt plans for AI infrastructure, the timeline for returning to positive cash flow, and updates on the OpenAI deal [10]

Core Insights - Salesforce CEO Marc Benioff indicated a potential company rebranding to "Agentforce" due to customer preference for "AI agents" over "cloud" terminology [1][2] Group 1: Company Rebranding - The company is renaming its products and services to align with the new focus on artificial intelligence, with "Sales" becoming "Agentforce Sales," "Service" changing to "Agentforce Service," and "Platform" rebranded as "Agentforce 365 Platform" [2] - This strategic shift mirrors past industry practices where companies rebranded to reflect new technologies or strategies, similar to Facebook's transition to Meta and Google's rebranding to Alphabet [2]