证券日报网讯 2月26日，南威软件发布公告称，公司股东天津启重始源企业管理合伙企业（有限合伙） 于2026年2月11日至2月26日通过集中竞价减持5803600股，占总股本0.9999991%，减持价格区间11.12 元/股至11.76元/股，减持总金额66614342元，减持计划已实施完毕，当前持股28148400股，占比 4.8502%。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 2月26日，数码视讯在互动平台回答投资者提问时表示，今年央视春晚本公司提供了专业 AI手机拍摄方案，搭配手机实现了部分春晚新媒体直播内容的拍摄，该方案在画质、信号、稳定性等 方面"媲美摄像机"，同时移动便携性上"远超传统摄像机"。春晚在竖屏直播中采用了本公司移动便携式 直播背包中专业的"竖屏"模式。同时在8K信号制作使用本公司的浅压缩便携背包系统，实现浅压缩号 无线移动回传，采用10：1压缩比、HDR，4：2：2等参数，配合精准的传输码流保障技术，最终达到 100ms内的端到端极低延时稳定回传，并实现了舞台内无线机位与有线机位的无缝混切、实时同步制 作。此外还采用了解码器、安播系统、码流监测系统等产品。 ...

（文章来源：证券日报） 证券日报网讯 2月26日，太极股份在互动平台回答投资者提问时表示，公司当前正处于战略转型期，将 紧抓数字中国建设机遇，围绕"一体两翼三引擎"发展策略，以"可信、数据、智能"作为关键驱动力，在 数据要素、人工智能、信创产品等方面发力，赋能产品创新和业务升级，逐步提高公司毛利水平和盈利 能力。2026年，公司将聚焦发展战略，加强科技创新，持续优化业务结构，强化激励约束与成本费用管 控，努力提升经营质量，维护公司与全体股东的长期价值。公司与中国电子所属桑达股份于2025年11月 签署战略合作协议，双方将加强在信创、云计算、数据要素、行业数字化转型等方面的优势互补和协同 发展。 ...

（文章来源：证券日报） 证券日报网讯 2月26日，新致软件发布公告称，2025年度公司实现营业总收入211669.47万元，同比增加 6.09%；归属于母公司所有者的净利润为-11953.13万元，同比降低1577.02%。 ...

报告期内公司原有核心业务板块营业收入同比增长及降本增效使总体费用增长幅度下降，二者共同作用 使原有核心业务板块的营业利润和利润总额较上年有较大幅度的增加，同时，新并购子公司的营业收入 及归属于母公司所有者的净利润增量也对合并报表的相关财务指标带来一定影响。 福昕软件(688095.SH)披露2025年度业绩快报，公司预计实现营业总收入约10.75亿元，同比增长51.20%; 归属于母公司所有者的净利润2752.10万元，同比增加2.09%;归属于母公司所有者的扣除非经常性损益 的净亏损868.09万元;基本每股收益0.306元。 ...

1. 2月26日(周四)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.12%，标普500指数期货涨0.08%，纳指期货涨0.02%。 | ■ US 30 | 49,540.40 | 49,541.20 | 49,360.00 | +58.10 | +0.12% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 6,952.00 | 6,958.00 | 6,930.80 | +5.90 | +0.08% | | ■ US Tech 100 | 25,333.90 | 25,369.80 | 25,218.70 | +4.90 | +0.02% | 2. 截至发稿，德国DAX指数涨0.46%，英国富时100指数涨0.19%，法国CAC40指数涨0.92%，欧洲斯托克50指数涨0.37%。 伊美第三轮谈判暂停，将于晚些时候恢复。据伊朗媒体以及阿曼方面确认，伊美在瑞士日内瓦举行的新一轮间接谈判暂停，计划于当天 晚些时候继续进行。阿曼方面表示，今日在日内瓦交换了富有创意且积极的方案，希望美伊谈判能取得更多进展。据报道，一辆据信载 有美国外交官的车队已离 ...

Core Insights - The "Anthropic storm" has significantly impacted software stocks and is spreading to traditional industries like wealth management and real estate, driven by the pessimistic market sentiment that "AI disrupts everything" [1][2] - The S&P 500 software and services index has dropped approximately 15% since late January, erasing nearly $1 trillion in market value due to fears surrounding AI's impact on subscription-based revenue models [2][3] - Despite the turmoil, certain job roles, particularly Forward Deployed Engineers (FDE), are experiencing a surge in demand, with a projected growth of 42 times from 2023 to 2025 [5][6] Software Industry Impact - The release of Anthropic's AI tools has led to significant stock declines for major software companies, including Microsoft and SAP, which have not recovered from the losses since early February [2][3] - The introduction of AI-driven tools like the legal plugin for Claude Cowork has caused substantial market value losses for companies like Thomson Reuters and RELX, highlighting the threat to traditional software revenue models [3][4] - The market is witnessing a structural debate on whether AI enhances or compresses enterprise software, with fears that AI workflows could undermine subscription-based revenue models [4][5] Job Market Dynamics - The demand for FDE roles is rising sharply, with companies like OpenAI and Anthropic actively recruiting to bridge the gap between AI technology and its practical application in business [5][6] - FDEs are multi-skilled engineers who work directly with clients to implement AI solutions, and their roles are critical in ensuring AI models operate effectively within existing business frameworks [6][7] - The compensation for FDE positions is highly competitive, with salaries reaching up to $400,000, reflecting the scarcity of talent capable of integrating AI into enterprise systems [7][8] Market Revaluation - The stock market is undergoing a revaluation of winners and losers in the AI era, with traditional software companies facing significant pressure due to their reliance on outdated revenue models [15][16] - The focus is shifting from "who has the model" to "who can effectively deploy and manage AI models in enterprises," indicating a potential shift in investment themes [16][17] - The two main areas of opportunity in the AI landscape are AI deployment and governance infrastructure, as well as the AI data center power and cooling supply chain, which are expected to see increased demand as AI applications scale [16][17]

哥瑞利是一家泛半导体行业的高端智能制造软件解决方案提供商，专注为泛半导体行业先进制造场景量 身定制智能软件解决方案的研发与商业化。 2010年，哥瑞利首次上线8英寸半导体制造执行系统（MES）。2023年初，哥瑞利成功交付了12英寸前 道18纳米工艺、含核心制造执行系统的国产CIM系统，成为国内首批实现12英寸晶圆制造全厂全自动化 智能制造软件解决方案突破的供应商之一。依托可扩展的技术与产品能力，公司已成功将业务拓展至显 示面板、印刷电路板及光伏等领域。 据港交所发布的信息，上海哥瑞利软件股份有限公司（以下简称哥瑞利）日前向港交所公开呈交IPO （首次公开募股）申请文件，国泰君安国际和民银资本为其联席保荐人，该申请版本曾于2025年8月29 日以保密形式提交。据招股书，哥瑞利拟将此次港股IPO募资净额用于提升研发能力和解决方案供应； 选择性地寻求国内外战略联盟、投资、并购机会；提升商业化能力，以及营运资金及一般企业用途。 据中国证监会国际合作司2月14日发布的备案通知书，哥瑞利拟发行不超过1150万股境外上市普通股并 在港交所上市。公司22名股东拟将所持合计约6067.61万股境内未上市股份转为境外上市股份。 ...

Core Viewpoint - The company reported a decrease in total revenue for the fiscal year 2025, while net profit showed a slight increase, indicating mixed performance influenced by market conditions [1] Financial Performance - Total revenue for the year reached 369 million yuan, a year-on-year decrease of 5.25% [1] - Net profit attributable to shareholders was 315 million yuan, reflecting a year-on-year increase of 3.62% [1] - The net profit after deducting non-recurring gains and losses was 247 million yuan, which represents a year-on-year decrease of 9.13% [1] - Basic earnings per share stood at 1.23 yuan [1] Market Impact - The decline in revenue was attributed to reduced demand from institutional clients in the securities market, which negatively impacted both hardware and software sales [1]

证券日报网讯 2月26日，海量数据在互动平台回答投资者提问时表示，公司主要面向关系国计民生、国 民经济关键基础行业的数据中心，以数据库软件产品为支点，以数据计算、数据存储、大数据平台等产 品作为补充，辅以专业高效的安装、部署、运维等优质服务，为用户提供软硬一体的一站式解决方案， 满足客户全栈国产化、数字化需求，助力用户高质量发展。 （文章来源：证券日报） ...