股票近期走势 截至2026年2月13日，艾默生电气股价收于148.16美元，单日上涨2.58%。但此前两个交易日(2月11日至 12日)连续下跌，累计回调幅度达10.61%。2月10日该股曾创下161.69美元的历史新高，而2月11日盘中 最高触及164.52美元后回落至154.08美元，单日振幅达6.52。 股价异动原因 经济观察网根据近期公开信息，艾默生电气(EMR.N)股价在创下历史新高后出现回调，主要受以下几方 面因素影响： 尽管股价回调，公司基本面仍具支撑： 财报超预期：2026财年第一财季(截至2025年12月31日)调整后每股收益1.46美元，高于市场预期；营收 43.5亿美元，同比增长4.1%，基础订单连续第四季度增长。 机构观点 机构行动：瑞银于2月初将评级上调至"买入"，目标价168美元，认为软件业务短期阻力不掩自动化需求 韧性。但机构同时提示需关注业务转型执行风险。 近期公司状况 公司近期计划通过回购和股息向股东返还22亿美元，并上调2026财年每股收益指引至6.40-6.55美元。但 成本上升及北美以外市场增长放缓可能对盈利形成压力。 以上内容基于公开资料整理，不构成投资建议。 技术性 ...

Group 1 - The core viewpoint of the article highlights that China's software business revenue reached 55,788 billion yuan in the first five months of 2025, representing a year-on-year growth of 11.2% [1] - The total profit of the software industry also maintained a double-digit growth, with a total profit of 6,721 billion yuan, reflecting a year-on-year increase of 12.8% [1] - Software business exports showed positive growth, amounting to 22.71 billion USD in the first five months, which is a year-on-year increase of 3.3% [1] Group 2 - Revenue from information technology services reached 38,096 billion yuan, growing by 12.0% year-on-year, accounting for 68.3% of the total industry revenue [1] - Cloud computing and big data services generated a combined revenue of 5,855 billion yuan, with a year-on-year growth of 11.2%, representing 15.4% of the information technology services revenue [1] - Integrated circuit design revenue was 1,516 billion yuan, showing a year-on-year increase of 15.2%, while e-commerce platform technology service revenue reached 4,355 billion yuan, growing by 7.8% year-on-year [1]