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杰富瑞指出，IBM近年来完成或推进的多项关键收购值得关注，其中包括去年2月完成的对HashiCorp的 收购，以及目前仍在推进中的对Confluent(CFLT.US)的收购。上个月，美国银行也指出，IBM拟收购 Confluent的交易"符合"这家IT巨头既有的云计算和人工智能战略。 智通财经APP获悉，投行杰富瑞将IBM(IBM.US)的评级从"中性"上调至"买入"，原因在于该金融机构 认为，IBM有望在2026年受益于软件业务的增长。在一份投资者报告中，由布伦特·希尔(Brent Thill)领 衔的杰富瑞分析师表示："宏观环境正转向更加积极，技术转型以及加速发展的人工智能(AI)采用趋 势，正在推动广泛的需求增长。管理层的表态已发生转变，相较于2025年初更加乐观，这种信心建立在 强劲的内生软件增长、并购带来的协同效应兑现，以及在生成式AI咨询项目中取得的战略性胜利之 上。" 分析师补充称："对HashiCorp的整合已经完成，我们预计将实现协同效应，并通过IBM分销渠道推动 HashiCorp及整个自动化产品组合实现中到高双位数的增长。正在推进中的Confluent收购，将在混合 云、AI、自动化和 ...

Core Viewpoint - The Invesco AI and Next Gen Software ETF has been revitalized in 2023, positioning itself as a significant player in the AI ETF market, despite not being able to match the returns of individual high-performing stocks like Nvidia [1][4]. Group 1: ETF Overview - The Invesco AI and Next Gen Software ETF has $652 million in assets under management and was rebranded in June 2023 to reflect its focus on AI, transitioning from a software-centric ETF [5]. - This ETF holds 100 stocks across 17 industries, with an annual fee of 0.56%, and has outperformed the Nasdaq-100 slightly, although it lagged behind Nvidia's performance [6]. Group 2: Portfolio Composition - More than 43% of the ETF's portfolio is allocated to semiconductor stocks, while it also maintains exposure to AI hyperscalers and retains some software investments [7]. - Adobe is a top 10 holding in the ETF, recognized for its development of AI-related products, which enhances its relevance in the AI ecosystem [8]. Group 3: Growth Potential - The market for AI-powered customer service software is projected to grow by 20% to 45% by 2030, indicating significant growth potential compared to the broader software industry [12]. - Innovations in AI software, including those from companies within the ETF, are expected to enhance workplace productivity and drive further growth for the fund [13]. Group 4: Investment Outlook - While the ETF is unlikely to achieve Nvidia-like returns, it possesses the fundamental factors necessary to deliver substantial long-term gains, potentially reaching triple-digit growth over extended holding periods [14].

Core Viewpoint - Okta, Inc. is a leading provider of identity and access management solutions, crucial for businesses to protect sensitive data and streamline user access across applications [1] Group 1: Recent Performance - In recent trading, OKTA has shown a 0.55% gain over the past 30 days, despite a slight decline of about 2.70% in the last 10 days, indicating potential buying opportunities for investors [2][6] - The company recently touched a local minimum, which could signal a potential reversal, presenting a favorable price point for entry [4][6] Group 2: Growth Potential - Analysts project a stock price growth potential of 25.46%, suggesting significant upside from current levels, supported by a strong Piotroski Score of 8, indicating financial health and operational efficiency [3][6] - With a target price of $110.12, there is considerable room for appreciation, making OKTA a compelling choice for growth-oriented investors [4][6] Group 3: Overall Assessment - Okta, Inc. presents a balanced mix of recent performance, growth potential, and financial stability, making it a top pick for investors looking to capitalize on its future prospects [5]

Core Insights - The computer industry undergoes a transformation every 10 to 15 years, with new systems built for new platforms. Currently, two transformations are occurring simultaneously, with applications now being AI-based and software development methods changing [1][3]. Group 1: AI Progress - Significant advancements in artificial intelligence have been observed over the past decade, starting with the first interesting model seen in 2015, followed by the introduction of the Transformer model in 2017, and further impressive models from OpenAI [1][3]. - The exploration of agent models is underway, which can autonomously handle certain AI tasks and learn over time. It is noted that "anywhere in the universe where there is information and structure" can be used to train AI [1][3]. Group 2: Open Source AI Models - As of this month, open-source AI models are approximately six months behind the expensive cutting-edge models from large AI companies [1][3]. - About 80% of startups are adopting open models, indicating a significant trend towards open-source solutions in the AI space [1][3].

Core Viewpoint - The article highlights the journey of Cai Yongbin, a blind programmer who has created innovative solutions to enhance accessibility for visually impaired individuals, demonstrating the potential for technology to empower marginalized communities [4][19]. Group 1: Personal Background and Early Life - Cai Yongbin lost his sight at the age of 5 due to an accident, leading to a long and challenging journey of vision loss and multiple surgeries [9]. - At 13, he discovered "talking computers" in a special education school, which sparked his interest in technology and programming [10]. - By 16, he wrote his first program, a simple number-guessing game, marking the beginning of his programming career [11]. Group 2: Career Development - After graduating from a special school, Cai observed limited career options for visually impaired individuals, primarily in massage therapy or piano tuning, which he found unsatisfactory [11]. - He developed a series of assistive tools for personal use, which later evolved into a comprehensive software package called "PC Secretary" [11][12]. - In 2014, he became one of the first accessibility engineers in China, working to make mainstream internet products compatible with screen readers [14]. Group 3: Entrepreneurship and Impact - In 2018, Cai founded "Yitong Technology," focusing on providing accessibility solutions and developing tools for visually impaired users [16]. - The company has collaborated with major internet firms like Tencent, Alibaba, and Baidu to enhance the accessibility of their products [17]. - Cai's efforts have led to the development of tools that allow visually impaired individuals to engage independently in online activities, significantly improving their quality of life [18]. Group 4: Vision for the Future - Cai emphasizes the importance of equal access to technology for visually impaired individuals, advocating for their inclusion in the digital age [20]. - The company aims to continue innovating and expanding its services to ensure that visually impaired users can navigate the internet and digital platforms with ease [20].

Core Insights - Red Hat is expanding its collaboration with NVIDIA to enhance enterprise open source technologies in alignment with the rapid evolution of enterprise AI and rack-scale AI advancements [1][2] - The partnership aims to provide Day 0 support for the latest NVIDIA architectures across Red Hat's hybrid cloud and AI portfolios, facilitating the transition of AI from experimentation to production for organizations [2][3] Group 1: Collaboration and Product Development - Red Hat Enterprise Linux for NVIDIA is a specialized edition optimized for the NVIDIA Rubin platform, designed to support the latest NVIDIA platform advancements at launch [5][6] - The collaboration will introduce support for NVIDIA Confidential Computing, enhancing security for AI workloads and providing cryptographic proof of data protection [4][10] - Red Hat OpenShift will offer NVIDIA Rubin platform customers access to a leading enterprise hybrid cloud platform, automating deployment and lifecycle management of accelerated computing [4][10] Group 2: Infrastructure and Performance - The NVIDIA Vera Rubin platform features innovations such as the Vera CPU and advanced GPUs, aimed at delivering significant improvements in intelligence for agentic AI [3][4] - Red Hat's hybrid cloud solutions will be optimized for NVIDIA's breakthroughs, ensuring enterprise-grade reliability and a consistent operational model across hybrid cloud environments [2][4] - The introduction of Red Hat Enterprise Linux for NVIDIA will coincide with the general availability of the NVIDIA Vera Rubin platform in the second half of 2026, providing customers with the latest drivers and integration tools [7][10] Group 3: Security and Interoperability - Red Hat Enterprise Linux is validated for NVIDIA's latest accelerators, ensuring seamless integration between hardware and software to reduce deployment friction [10] - Enhanced security features, including SELinux and proactive vulnerability management, are critical for protecting sensitive data in AI training and inference environments [10] - The unified platform offered by Red Hat Enterprise Linux across on-premises, edge, and public cloud environments aims to lower the total cost of ownership and reduce infrastructure silos [10]

Core Viewpoint - Microsoft has acquired Osmos, a Seattle-based startup focused on automating data engineering tasks, indicating a strategic move to enhance its capabilities in data management and automation [1] Company Summary - The acquisition of Osmos aligns with Microsoft's ongoing efforts to strengthen its position in the data engineering sector, which is increasingly vital for businesses looking to optimize their data workflows [1] Industry Summary - The data engineering industry is witnessing a growing demand for automation solutions, as companies seek to streamline their data processes and improve efficiency [1]

PLEASANTON, Calif., Jan. 5, 2026 /PRNewswire/ -- Veeva Systems Inc. (NYSE: VEEV), a leading provider of industry cloud solutions for the global life sciences industry, today announced that its Board of Directors approved a share repurchase program with authorization to purchase up to $2 billion of shares of its Class A common stock. "The breadth of our multi-product business, paired with a focus on operational discipline, innovation, and customer success, continues to drive financial outperformance and rob ...

I give a buy rating to Gen Digital Inc. ( GEN ). I see both the potential for margin expansion and the earnings growth trajectory as value drivers, while the market is pricing the company likeI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modelling, valuation, and qualitat ...