一、投票系统网站的基本功能 1. 用户注册和身份验证：确保每位参与者都是合法且唯一的。 管理员有权设立投票活动，并设定投票的起始与终止时刻。 实时数据统计呈现，展示投票的最新情况，提升透明度，增强互动体验。 二、用户界面(UI)和用户体验(UX)设计 1. 简洁直观的界面：减少用户操作难度，提升使用效率。 2. 响应式设计：确保网站在不同设备上都能良好显示和操作。 打开微信，点击"发现">"小程序"，在搜索框中输入"云帆投票"，点击进入。 为确保投票公正，我们采用IP识别和cookie验证等手段，有效遏制了作弊行为。 定期对系统进行安全审查，及时修复发现的安全漏洞，以增强系统的防护效能。 四、技术实现 选择后端技术时，需依据预计的负载量，挑选恰当的服务器及数据库解决方案。 在开发过程中，我们倾向于采用那些既受欢迎又稳定的框架，比如React或Vue.js。 3. 在设计API时，要确保网站能够顺畅地与其他服务和工具进行高效连接。 五、法规遵从与道德考虑 遵循相关数据保护法律，比如GDPR，来保障用户数据处理的合规性。 数据处理透明化：我们清晰地向用户说明数据的使用及保护方式。 制定措施以预防和处理可能出现的安 ...

[Table_Page] 投资策略|点评报告 2026 年 1 月 5 日 证券研究报告 [Table_Title] 晨会精选 ——观点全追踪（1 月第 1 期） [Table_Summary] 报告摘要： | [分析师： Table_Author]郑恺 | | --- | | SAC 执证号：S0260515090004 | | SFC CE No. BUU989 | | 021-38003559 | | zhengkai@gf.com.cn | | 分析师： 孙柏阳 | | SAC 执证号：S0260520080002 | | 021-38003680 | | sunboyang@gf.com.cn | | 分析师： 周源 | | SAC 执证号：S0260523040001 | | 0755-23948351 | | shzhouyuan@gf.com.cn | | 请注意，孙柏阳,周源并非香港证券及期货事务监察委员会 | | 的注册持牌人，不可在香港从事受监管活动。 | [联系人： Table_Contacts] 毕露露 bilulu@gf.com.cn 972918116公共联系人2026-01-0 ...

IT之家 1 月 5 日消息，微软 CEO 萨提亚・纳德拉（Satya Nadella）近日开设了一个名为 SN Scratchpad 的个人博客，用于分享他对人工智能未来的思考。他 在博客中的首篇文章主要聚焦"AI 文化、技术边界，以及 AI 下一阶段该如何真正影响社会"等内容。 与此同时，纳德拉还提醒，AI 的社会影响取决于算力、能源以及人才等稀缺资源如何分配，这本身是一个需要建立社会共识的技术问题。 IT之家注意到，纳德拉在文中声称"当前围绕 AI 是垃圾内容（slop）还是高端技术"的争论本身就偏离了重点。他认为，真正需要讨论的是，在 AI 作为"认 知放大器"出现之后，人类该如何重新理解彼此以及自身的思维方式。 我们需要跳出'低质生成内容 vs. 技术精致度'的争论，建立一种新的平衡，重新构建我们的'心智理论'，以适应人类已经拥有这些全新的认知增强 工具这一现实。 此外，纳德拉在文章中将 2026 年定义为 AI 发展的分水岭 —— 行业将从"探索期"进入"扩散期"。他表示，业界正在逐步区分"技术表演"和"真实价值"，真 正困难的问题不再是技术能做到什么，而是如何塑造其对世界的长期影响。 他强调，A ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688588 证券简称：凌志软件 公告编号：2026-001 苏州工业园区凌志软件股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 股东持有的基本情况 截至本公告披露日，苏州工业园区凌志软件股份有限公司（以下简称"公司"或"凌志软件"）股东持股情 况如下： 1、公司股东周颖先生直接持有公司3,281,015股，占公司总股本的0.82%。 2、公司股东梁启华先生直接持有公司2,449,238股，占公司总股本的0.61%。 上述股份均为公司首次公开发行前取得的股份，已于2021年5月11日解除限售上市流通。 ● 减持计划的主要内容 因自身资金需求，公司股东周颖先生拟在本减持计划披露的减持期间内，通过集中竞价方式减持合计不 超过3,281,015股的公司股份，减持股份占公司总股本的比例不超过0.82%。 股东及其一致行动人过去12个月内减持股份情况 ■ 二、减持计划的主要内容 ■ 因自身资金需求，公司股东梁 ...

Core Viewpoint - Paycom Software has experienced a significant decline in stock value, down approximately 72% from its all-time high in November 2021, raising questions about whether this represents a broken story or a high-quality business undergoing a valuation reset, potentially presenting a buying opportunity [1] Group 1: Valuation Reset - Paycom specializes in payroll and human resources software, with a revenue base that is predominantly recurring, making the stock's drastic decline unexpected [3] - The high valuation in 2021 set a challenging growth expectation, and any signs of slowing growth prompted investors to reassess the stock's valuation [4] - Revenue growth has slowed significantly, with a 9.1% year-over-year increase in Q3 2025 compared to 30.4% growth in Q3 2021, indicating a dramatic deceleration [5] Group 2: Recent Performance - The third-quarter results for 2025 showed a sequential deceleration in growth, with 9.1% top-line growth down from 10.5% in Q2 [6] - Despite the deceleration, management projects approximately 9% total revenue growth for 2025, and share repurchases are becoming increasingly important to the investment thesis [8] Group 3: Profitability - Paycom's third-quarter growth of 9.1% is still considered solid, with recurring revenue growth at 10.6% year-over-year, representing about 95% of total revenue [9] - Profitability metrics are strong, with adjusted EBITDA margin increasing from 37.9% in the previous year to 39.4% in Q3 2025, and non-GAAP earnings per share rising 16.2% year-over-year to $1.94 [10]

Core Insights - The article emphasizes the transformation in content creation workflows through the adoption of AI writing tools, highlighting the shift from traditional writing methods to a more efficient, automated process [1][3]. Group 1: Workflow Transformation - The initial perception of AI writing tools as mere "advanced typewriters" has evolved, leading to a systematic restructuring of the entire content creation process [3]. - The new workflow consists of four stages: inspiration and topic selection, intelligent content production, automated publishing and adaptation, and data feedback and optimization [6][7]. Group 2: Efficiency Gains - The use of AI tools has increased content output from 1-2 articles per day to 8-10 articles, while maintaining quality [3][6]. - Automation of the publishing process has saved significant time, with one specific task saving 40 minutes daily [6]. Group 3: Key Recognitions - A shift in role from "creator" to "curator and editor" has occurred, focusing on content architecture and optimization rather than just production speed [7]. - Quality and quantity can coexist, as AI handles basic content generation, allowing for deeper insights and emotional engagement from human creators [7]. Group 4: Practical Recommendations - Companies are advised to start automating from the most challenging aspects of their workflow, such as topic generation or formatting [8]. - Establishing a content template library based on past high-engagement content can standardize quality across different platforms [8].

Market Overview - The year 2025 began with optimism post-election, but faced challenges from low-cost AI initiatives from China, adverse impacts on U.S. Big Tech, Trump tariffs, sticky inflation, and high interest rates [1] - Market stabilization occurred in May after a turbulent April due to tariffs [1] - Midyear market euphoria solidified with easing trade tensions and three Fed rate cuts starting in September, but momentum faded due to a government shutdown and overvaluation concerns in the AI sector [2] AI Market Dynamics - By mid-December, the AI market was experiencing a mix of optimism and caution, highlighted by Oracle's $10 billion data center project facing funding issues, impacting tech stocks like Nvidia and Broadcom, while Micron's strong earnings boosted its shares [3] ETF Performance - Wall Street showed positive performance in 2025, with SPDR S&P 500 ETF Trust (SPY) up 18.1%, Invesco QQQ Trust (QQQ) up 22.3%, and SPDR Dow Jones Industrial Average ETF Trust (DIA) up 15% year-to-date as of December 26, 2025 [4] Gainers in ETFs - Silver Miners: iShares MSCI Global Silver and Metals Miners ETF (SLVP) up 220.3% and Amplify Junior Silver Miners ETF (SILJ) up 202.1% due to high demand and supply tightness [5] - Gold Miners: Global X Gold Explorers ETF (GOEX) up 199.3% and VanEck Junior Gold Miners ETF (GDXJ) up 190.6% driven by a 70% increase in gold prices, Fed rate cuts, and central bank demand [6] - Platinum: GraniteShares Platinum Trust (PLTM) up 165.3% and abrdn Physical Platinum Shares ETF (PPLT) up 165.1% as platinum futures surged above $2,400 per ounce amid industrial demand recovery [7] Losers in ETFs - Meme Stocks: Roundhill Meme Stock ETF (MEME) down 42.6% as investors shifted focus to profitable firms amid market volatility [10] - Volatility: ProShares VIX Short-Term Futures ETF (VIXY) down 41.9% reflecting market expectations of near-term volatility, underperforming despite a steady Wall Street [11]

Core Viewpoint - Automatic Data Processing (ADP) is often perceived as a "boring" company, yet it has historically traded at a premium due to its essential role in payroll and human resources, which are critical workflows in corporate America. However, the stock is currently about 23% below its 52-week high, raising questions about its favor among investors [1][7]. Financial Performance - In the first quarter of fiscal 2026 (ended September 30, 2025), ADP reported a revenue increase of 7% year over year, reaching $5.2 billion. Earnings per share (EPS) rose by 6% to $2.49, with non-GAAP EPS increasing by 7% year over year, indicating steady growth for the company [3]. Key Metrics - A concerning trend has emerged regarding ADP's core volume metric, "pays per control," which measures the number of employees on ADP clients' payrolls in the U.S. In the first quarter of fiscal 2026, this metric was approximately flat year over year, a deceleration from the 1% growth reported in the previous two quarters [4][5]. Future Outlook - For fiscal 2026, ADP has guided that the U.S. pays per control will remain "approximately" flat, alongside a slight deceleration in top-line growth. The company anticipates revenue growth of 5% to 6% over fiscal 2024 [6].

Oracle logo spans a high-speed data center, highlighting cloud infrastructure expansion. Key Points Oracle’s 2025 stock pullback masks its long-term strength, backed by accelerating AI-driven data center growth and rising RPO. With a growing global footprint and leadership in multicloud infrastructure, Oracle is emerging as a key hyperscaler in the AI ecosystem. Despite short-term volatility, analysts maintain a bullish long-term outlook, projecting Oracle’s revenue to double by fiscal 2028. Intereste ...

Core Viewpoint - Microsoft has quietly discontinued the phone activation method for Windows, which has been a crucial offline activation option for many users, especially in secure environments where internet access is restricted [1][3][6]. Group 1: Activation Methods - Microsoft has traditionally offered two activation methods: online activation via the internet and phone activation for offline scenarios [3]. - Phone activation has been a reliable method since the Windows XP era, essential for organizations that cannot connect to the internet [3][10]. - The removal of the phone activation option effectively eliminates the last remaining offline activation method, following the previous removal of unofficial KMS activation [3][6]. Group 2: User Experience and Reactions - Users have reported that when attempting to use phone activation, they receive an automated message directing them to activate online instead [6]. - Despite the automated response, Microsoft's official support documentation still claims that phone activation is available, creating confusion among users [4][6]. - The discontinuation of phone activation has led to significant backlash from users, who feel that Microsoft is increasingly making the Windows operating system reliant on online services, detracting from its functionality as a local operating system [7][8]. Group 3: Impact on Specific Environments - The removal of phone activation poses a structural challenge for environments such as government units, industrial control systems, and other secure networks that cannot connect to the internet [10]. - These environments previously relied on a specific activation process that is now rendered obsolete, leading to operational difficulties [7][10].