12月6日，由广东省人民政府、香港特别行政区政府、澳门特别行政区政府联合主办，中国科学院全程指导的大湾区科学论坛在粤港澳三地同步启幕。大 湾区科学论坛作为三大科学论坛之一，是广东省保留的唯一一项省部级论坛活动。 在大湾区科学论坛技术经理人大会上，凤凰网、大湾区科创服务中心、中新国际联合研究院、国际技术转移协作网络(ITTN)联合授予联想集团高级副总 裁、中国方案服务业务群总经理戴炜"2025科技赋能创新--杰出商业领袖"称号。 戴炜与联想的故事始于1997年。他不仅是联想全球化浪潮的亲历者，更是关键执行者。 2004年，他深度参与了联想收购IBM PC业务这一里程碑事件，主导了并购后的全球服务整合；两年后，他又搭建起联想海外服务体系，并完成奥运IT运 维保障。这些经历，让他成为联想服务体系的"引擎手"。 在AI时代，技术革命以指数级速度重塑产业逻辑，规模与效率构筑的护城河，正在被生态与创新的洪流冲垮。要想赢得AI时代，需要更深层次的技术创 新和生态构建能力。 2023年10月，联想集团董事长兼CEO杨元庆确立了"混合式AI"的十年战略；而在中国区，联想集团执行副总裁，中国区总裁刘军则推动"日出东方 （6033 ...

Core Viewpoint - The article highlights the significant achievements of Lenovo's Vice President Dai Wei in transforming the company's service sector, particularly in the context of AI-driven innovation and market leadership in the IT service industry in China [1][4][10]. Group 1: Achievements and Recognition - The Greater Bay Area Science Forum recognized Dai Wei as the "Outstanding Business Leader" for his contributions to technology transfer and innovation in the industry [1]. - Under Dai Wei's leadership, Lenovo's solution services have topped the Chinese IT service market, achieving the highest annual revenue and compound growth rate according to IDC's latest report [1][6]. - Lenovo's service transformation has been marked by significant projects like the Beijing Smart Summer Palace and Hainan Wenchang Smart City, which won the IDC Asia-Pacific Smart City Award twice [4]. Group 2: Strategic Shifts and Innovations - Dai Wei has transitioned from a pioneer to a "definer" of AI services, leading Lenovo's strategic shift towards a "hybrid AI" model and the "All-Stack AI" strategy in China [2][4]. - The introduction of the "One Engine, Four Fleets" strategy aims to redefine AI-driven IT service paradigms, integrating various AI solutions and services [6]. - Innovative delivery models such as "Super Factory Fast Customization" and "AI as a Service" (AaaS) have been developed to lower the barriers for enterprises to adopt AI technologies [6][10]. Group 3: Market Performance and Growth - Lenovo's solution services group (SSG) has seen a 15% year-on-year revenue growth, reaching 146.4 billion RMB, with the SSG solutions and services business growing by 18% [6][7]. - The high-value project and solution services now account for approximately 60% of SSG's overall revenue, indicating a continuous upward trend [7]. - The successful implementation of AI solutions across various sectors, including smart manufacturing and healthcare, demonstrates the market's validation of Lenovo's strategic direction [11].

中信证券研报指出，在流动性改善、地缘扰动、AI泡沫短期无虞三重因素下，亚洲股市更需聚焦基本 面线索变化带来的结构性配置机会。美联储12月降息预期反转缓解亚洲市场宏观压力，而全球GPR指数 高位运行下俄乌冲突等构成阶段性扰动，AI领域现金流支撑与供应链瓶颈使极端泡沫叙事难现。具体 市场核心观点如下。1）A股：需基本面超预期突破，配置上建议聚焦资源/传统制造业定价权重估与企 业出海主线，关注低拥挤品种与红利标的。2）港股：受益内外部催化有望实现戴维斯双击，建议侧重 科技、医疗、资源品等五大方向。3）韩国股市：依托基本面、政策与流动性推动重估，建议重点关注 半导体/AI等行业。4）印度股市：具备补涨潜力，货币政策宽松背景下建议优先配置利率敏感型企业与 消费板块，逆向看多IT服务。5）日本股市：受益治理红利与外资增配，聚焦行业整合、资产重估等四 大方向。6）东南亚股市：呈现复苏态势，马来西亚建议关注AI与数据中心产业链；印尼建议聚焦消费 与新能源汽车；泰国建议首选消费和旅游板块，整体需密切跟踪宏观变量与政策动向。 ...

智通财经APP获悉，日本IT公司NTT DATA的负责人表示，一轮潜在的人工智能泡沫消退速度将比过去 的技术周期更快，但随着企业应用迎头赶上基础设施支出，泡沫破灭后将迎来更强劲的反弹。 NTT DATA首席执行官Abhijit Dubey在接受采访时表示，尽管存在对供应链的担忧，但发展方向是明确 的。 "毫无疑问，从中长期来看，AI是一个巨大的长期趋势，"他说。"我认为在未来12个月内，市场会出现 一定的正常化……这将是一个短暂的泡沫，而AI会以更强的姿态走出来。" 他补充道，由于对计算的需求仍然超过供给，"未来两到三年，供应链几乎已被预定"。定价权已开始向 芯片制造商和超大规模云服务商倾斜，这与其在公开市场上被拉高的估值相呼应。 AI引发了自互联网出现以来最大的技术变革，推动了数万亿美元的投资和令人瞠目的股票收益。但它 也导致了存储芯片短缺，引发了监管审查，并引发了人们对未来工作的日益不安。 同时兼任公司首席人工智能官的Dubey表示，随着AI重塑劳动力市场，他的公司已经开始重新思考招聘 策略。 "显然会产生影响……在5到25年的时间内，可能会出现劳动力错配，"他说。但他补充说，NTT DATA 仍在各个地 ...

来源：新浪证券-红岸工作室 12月5日，中国软件涨1.58%，成交额4.29亿元，换手率1.14%，总市值420.20亿元。 异动分析 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 今日主力净流入1204.90万，占比0.03%，行业排名14/132，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-7.92亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入2031.67万-5250.93万-1.25亿-3.86亿-10.91亿 财税数字化+华为欧拉+国产操作系统+中字头股票+云计算 1、根据2023年年报，面向税务行业，以信息系统服务为核心进行行业专业化管理，构建行业竞争力， 组织产品及服务的实施和交付。报告期内成功保障了核心征管、数据资源平台、电子税务局、社保征 收、出口退税等业务系统的平稳运行，完成了重点工作业务指标任务；顺应税务行业网信化发展，组织 专业技术队伍完成系统设计及功能开发，保证工程系统试点及全面推广上线运行；同时在报告期内公司 还积极推动了税务企业端服务化业务的拓展。 2、公开资料显示公司旗下的麒麟软件作 ...

Market Overview - On December 3, the market experienced a decline, with the Shanghai Composite Index falling by 0.51%, the Shenzhen Component down by 0.78%, and the ChiNext Index decreasing by 1.12%[3] - The total trading volume reached 1.68 trillion yuan, an increase of approximately 70 billion yuan compared to the previous trading day[1] Sector Performance - Most sectors declined, with notable increases in transportation, non-ferrous metals, and coal, while media, computing, real estate, commerce, and military industries faced significant declines[1] - Industrial metals showed strong performance, driven by rising copper and aluminum futures prices, with demand expected to increase due to factors like electric vehicles and infrastructure updates[1] Capital Flow - On December 3, net outflows were recorded at 4.05 billion yuan for the Shanghai Stock Exchange and 3.42 billion yuan for the Shenzhen Stock Exchange[4] - The top three sectors for capital inflow were industrial metals, optical electronics, and general equipment, while IT services, software development, and semiconductors saw the largest outflows[4] Economic Indicators - From January to October 2025, China's service trade totaled 65,844.3 billion yuan, reflecting a year-on-year growth of 7.5%, with exports increasing by 14.3% and imports by 2.6%[7] - The service trade deficit decreased by 2,693.9 billion yuan compared to the previous year, indicating improved trade balance[7] Fundraising Trends - Over 60 new funds are set to be issued in December, with 28 funds launched on December 1 alone, marking a significant increase in fundraising activity compared to previous years[14] - Year-to-date, 1,450 new funds have been issued, surpassing last year's total of 1,143 and reaching a three-year high[14] ETF Trading - The total trading volume for ETFs reached 353.39 billion yuan, with stock ETFs accounting for 112.69 billion yuan, bond ETFs for 176.93 billion yuan, and money market ETFs for 22.57 billion yuan[16]

12月4日，佳都科技盘中上涨2.08%，截至11:19，报6.38元/股，成交1.45亿元，换手率1.08%，总市值 136.06亿元。 资金流向方面，主力资金净流入354.90万元，特大单买入347.57万元，占比2.39%，卖出400.77万元，占 比2.76%；大单买入2587.67万元，占比17.79%，卖出2179.58万元，占比14.99%。 佳都科技今年以来股价涨36.32%，近5个交易日涨0.47%，近20日跌4.35%，近60日跌6.04%。 责任编辑：小浪快报 资料显示，佳都科技集团股份有限公司位于广东省广州市天河区新岑四路2号,香港铜锣湾勿地臣街1号 时代广场2座31楼，成立日期2001年9月30日，上市日期1996年7月16日，公司主营业务涉及智能安防、 智能交通、通信增值、IT综合服务等。主营业务收入构成为：ICT产品与服务解决方案72.51%，行业智 能解决方案25.18%，行业智能化产品及运营服务1.81%，其他(补充)0.50%。 佳都科技所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：无人零售、人脸识别、国 产软件、数据要素、电子支付等。 截至9月30日，佳 ...

中国经济网北京12月3日讯 A股三大指数今日集体调整。截至收盘，上证综指报3878.00点，跌幅0.51%，成交额6471.67亿元；深证成指报12955.25点， 跌幅0.78%，成交额10227.96亿元；创业板指报3036.79点，跌幅1.12%，成交额4662.97亿元。 | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量（万手）▼ 总成交额（亿元）▼ | 净流入（亿元）▼ | 上涨家数 | 下跌凌 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 煤炭开采加工 | 1.81 | 1645.80 | 113.61 | 0.84 | 22 | ਰੇ | | 2 | 风电设备 | 1.58 | 654.28 | 118.02 | 3.71 | 19 | 11 | | ന | 中药 | 1.34 | 1340.98 | 146.82 | 5.53 | 46 | 2C | | ব | 工亦等寓 | 1.09 | 3958.68 | 454.70 | 42.45 | За | 17 | | 5 | 机场航运 | 1.02 | 875.45 ...

Group 1 - The AI sector has rebounded significantly, with the Zhongzheng Kexin Chuangye Artificial Intelligence Index achieving over 80% growth this year, attracting institutional investments [1] - The first batch of ETFs tracking the Zhongzheng Kexin Chuangye Artificial Intelligence Index has been launched, providing investors with tools to capture opportunities in the AI industry chain [1] - The index uniquely selects 50 listed companies involved in AI foundational resources, technology, and applications, covering major players like Cambricon and Lattice Semiconductor, as well as leading optical module companies [1] Group 2 - The Zhongzheng Kexin Chuangye AI Index is dominated by the communication equipment and semiconductor sectors, which together account for 69.1% of the index [2] - The inclusion of software development and IT services further optimizes the industry structure, allowing the index to capture both domestic AI opportunities and overseas computing and application prospects [2] - The comprehensive coverage of the AI industry chain provides the index with strong growth momentum and high return elasticity [2] - The manager of the ETF, Invesco Great Wall Fund, has launched several distinctive ETF products, enhancing its product matrix to help investors seize technology development opportunities [2]

Core Insights - OpenAI has announced an investment in Thrive Holdings, aiming to enhance digital transformation in traditional companies through AI expertise [1][3] - The deal involves OpenAI providing ChatGPT usage rights and technical support in exchange for equity, without injecting cash into Thrive Holdings [3][4] - Thrive Holdings, established by Thrive Capital, plans to acquire underperforming companies with AI transformation potential [4][5] Group 1 - OpenAI's investment in Thrive Holdings is part of a strategy to leverage AI for productivity transformation across various industries [1][3] - The partnership allows OpenAI to access data from Thrive Holdings' companies to train AI models, enhancing its capabilities [3][6] - Thrive Holdings aims to modernize operations of its portfolio companies, such as Crete and Shield Technology, to achieve high returns [5][6] Group 2 - Thrive Holdings was launched with an initial capital of $1 billion and focuses on a roll-up strategy to acquire companies with AI potential [4][5] - OpenAI will send researchers and engineers to assist in creating customized AI models for Thrive Holdings' companies [6] - The collaboration reflects a shift where technology is expected to transform industries from within, driven by domain experts using AI as a core tool [6]