当地时间1月28日，美股三大指数收盘涨跌不一，道指涨0.02%，纳指涨0.17%，标普500指数跌0.01%。 存储概念股走高，希捷科技涨超19%，西部数据涨超10%，闪迪涨超9%，美光科技涨超6%。 微软公司第二季度营收812.7亿美元，预估803.1亿美元；第二季度智能云业务营收329.1亿美元，预估 323.9亿美元。微软盘后一度跌超7%。 特斯拉第四季度每股收益0.24美元，上年同期0.66美元；第四季度调整后每股收益0.50美元，上年同期 0.73美元，预估0.45美元；第四季度营收249.0亿美元，同比减少3.1%，预估251.1亿美元；第四季度经 营利润14.1亿美元，同比减少11%，预估13.2亿美元；第四季度自由现金流14.2亿美元，同比减少30%， 预估15.9亿美元；第四季度毛利率20.1％，预估17.1％。特斯拉盘后一度涨超4%。 META第四季度营收598.9亿美元，同比增长24%，预估584.2亿美元；第四季度广告收入581.4亿美元， 同比增长24%，预估567.9亿美元；第四季度每股收益8.88美元，上年同期8.02美元；第四季度经营利润 247.5亿美元，同比增长5.9%。M ...

Core Insights - Microsoft reported a slowdown in cloud business growth, leading to an over 8% drop in stock price during after-hours trading, which later narrowed [2][10] - The adjusted earnings per share were $4.14, exceeding the expected $3.97, while total revenue reached $81.27 billion, above the anticipated $80.27 billion [10] - For the second quarter of fiscal year 2026, Microsoft announced a year-over-year revenue growth of 17% [10] Financial Performance - The net profit for the quarter was $38.46 billion, translating to an earnings per share of $5.16, up from $24.11 billion (or $3.23 per share) in the same quarter last year [10] - Azure and other cloud services revenue grew by 39%, slightly down from 40% in the previous quarter, with market expectations for this segment being 39.4% and 38.9% [10] - Other income for the quarter was $9.97 billion, a significant increase from an expense of $2.29 billion in the same quarter last year [10] Business Obligations - As of year-end, Microsoft's commercial remaining performance obligations reached $625 billion, a year-over-year increase of approximately 110%, largely due to a $250 billion cloud services agreement with OpenAI [11] - 45% of the commercial remaining performance obligations are related to OpenAI [11] Business Activity - The growth rate of commercial order volume surged from 112% in the first quarter to 230% [12] Segment Performance - Intelligent Cloud segment, which includes Azure, reported revenue of $32.91 billion, a nearly 29% year-over-year increase, surpassing analyst expectations of $32.40 billion [7] - Productivity and Business Processes segment, which includes Office software, Dynamics, and LinkedIn, generated revenue of $34.12 billion, a year-over-year growth of about 16%, exceeding the expected $33.48 billion [7] - More Personal Computing segment, covering Windows, Xbox, Surface, and Bing, reported revenue of $14.25 billion, a decline of about 3%, falling short of the expected $14.38 billion [7] Capital Expenditure and Strategic Moves - Microsoft is continuing to build data centers equipped with specialized chips to support generative AI models, and has also leased computing resources from CoreWeave and Nebius [8][14] - Capital expenditures and financing leases totaled $37.5 billion, a 66% year-over-year increase, exceeding analyst expectations of $34.31 billion [8][14] - Microsoft announced a price increase for commercial Office software subscriptions and secured a $30 billion cloud services deal with AI company Anthropic, which includes an additional agreement for up to 1 billion watts of computing power [8][14]

截至2026年1月28日收盘，中科江南(301153)报收于23.52元，下跌1.8%，换手率1.82%，成交量6.0万 手，成交额1.43亿元。 投资者： 董秘您好，国家医保局正在推广'医保钱包'。请问贵司参与建设的医保钱包项目目前在哪些城 市已经正式上线运行？未来是否会扩展到跨省通用？ 董秘： 投资者您好，公司参与湖北、天津、贵州、内蒙古、广西、重庆等省份的医保钱包建设，实现 医保个人账户跨省共济。 投资者： 董秘您好，DeepSeek的推理成本优势对算力基础设施提出了新要求。请问贵司在AI算力采购 或租赁方面，是否有与国内头部算力厂商建立战略合作？ 董秘： 投资者您好，公司主要服务于政府部门，均为私有化部署。 董秘最新回复 当日关注点 来自交易信息汇总：1月28日主力资金净流出1178.4万元，散户资金净流入1370.61万元。 交易信息汇总资金流向 1月28日主力资金净流出1178.4万元；游资资金净流出192.21万元；散户资金净流入1370.61万元。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Group 1 - The company is currently collaborating closely with its annual auditing firm to actively conduct the financial data accounting and auditing work for the year 2025 [1] - The annual report for 2025 is scheduled to be disclosed on April 24, 2026 [1] - The company will adhere to prudent principles and strictly follow the rules set by the China Securities Regulatory Commission and the Shenzhen Stock Exchange to determine if performance forecast disclosure conditions are triggered based on the audit progress [1]

Core Viewpoint - The company, Jiadu Technology, announced an expected turnaround in profitability for the year 2025, projecting a net profit attributable to shareholders of 160 million to 200 million yuan, compared to a loss in the previous year [1] Financial Projections - The company anticipates a net profit attributable to shareholders of 160 million to 200 million yuan for 2025, indicating a significant improvement from the previous year's performance [1] - The expected net profit, excluding non-recurring gains and losses, is projected to be between 25 million to 35 million yuan [1]

格隆汇1月28日丨旋极信息(300324.SZ)在互动平台表示，公司及参控股子公司目前不涉及太空算力领域 相关业务。 ...

Core Viewpoint - ST Yilianzhong (300096.SZ) expects to achieve a net profit attributable to shareholders of 30 million to 45 million yuan in 2025, marking a turnaround from losses in the previous year, with a non-recurring loss projected between 34 million to 51 million yuan [1] Financial Performance - The company anticipates a significant impact from non-recurring gains on net profit, estimated at approximately 75 million to 85 million yuan (after tax deductions) [1] - The expected turnaround in profitability is primarily due to the reversal of previously accrued liabilities based on a civil judgment and substantial fair value gains from its stake in Haibao Life Insurance Co., Ltd [1] Business Strategy - The company continues to focus on human resources, social security, medical insurance, and health sectors, aiming to create comprehensive solutions and a product and technology service system [1] - During the reporting period, the company has worked to solidify its core business foundation, optimize its business structure, and actively promote the integration of AI with the livelihood sector [1] - Ongoing efforts include extending and innovating applications in human resources, medical insurance, and healthcare services [1]

格隆汇1月28日丨海峡创新(300300.SZ)公布，预计2025年归属于上市公司股东的净利润10,000万元～ 15,000万元，比上年同期增长1,660.56%～2,540.85%，扣非亏损9,800万元～14,500万元。2025年，公司 归属于上市公司股东的净利润预计较上年同期有所增长，其中非经常性损益影响金额约为2亿元-3亿 元，主要系公司于2025年6月至12月通过减持持有的部分蜂助手股份有限公司股票，进一步整合与优化 了资产结构，提升了资产流动性及使用效率，进而显著增加了公司归属于上市公司股东的净利润。未 来，公司将继续秉持聚焦主业的发展战略，稳步推进智慧城市业务的纵深发展，积极培育并拓展新的业 绩增长点，切实提升公司综合竞争力，推动公司高质量发展。 ...

（编辑 丛可心） 证券日报网讯 1月28日，福昕软件发布公告称，公司预计2025年度实现营业收入102000万元至112000万 元，同比增加约43.43%至57.49%；归属于母公司所有者的净利润为2750万元至4100万元，同比增加 2.01%至52.09%。 ...

2025年上半年公司营业收入为4.39亿元，营业收入增长率为11.33%，归属母公司净利润为0.30亿元，归 属母公司净利润增长率为160.02%。 同壁财经讯，企查查数据显示，根据《泸州市医疗保障局2026年医保信息系统运维服务采购项目中标 （成交）结果公告》，四川久远银海软件股份有限公司于2026年1月28日公告中标泸州市医疗保障局采 购项目，中标金额为123.00万元。 相关上市公司：久远银海(002777.SZ) 同壁财经小贴士： 久远银海（002777.SZ）2024年营业收入为13.39亿元，营业收入增长率为-0.55%，归属母公司净利润为 0.73亿元，归属母公司净利润增长率为-55.96%，净资产收益率为4.44%。 同壁财经小贴士： 久远银海（002777.SZ）2024年营业收入为13.39亿元，营业收入增长率为-0.55%，归属母公司净利润为 0.73亿元，归属母公司净利润增长率为-55.96%，净资产收益率为4.44%。 2025年上半年公司营业收入为4.39亿元，营业收入增长率为11.33%，归属母公司净利润为0.30亿元，归 属母公司净利润增长率为160.02%。 目前公司属于信息 ...