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龙虎榜丨深信服今日20cm涨停 2家机构专用席位净买入1.03亿元
Ge Long Hui A P P· 2026-01-22 08:47
格隆汇1月22日|深信服今日20cm涨停,成交额38.28亿元,换手率8.89%,盘后龙虎榜数据显示,深股 通专用席位买入3.63亿元并卖出5.09亿元,2家机构专用席位净买入1.03亿元,有2家机构专用席位净卖 出7603.88万元。 ...
“AI工程师”已上岗!微软 CEO 曝正尝试新学徒制模式:内部工程师的顶级实践全变
Sou Hu Cai Jing· 2026-01-22 08:21
整理 | 褚杏娟 最近的达沃斯论坛上,科技领袖们纷纷出来发表观点。 当 Google 的 Demis Hassabis 和 Anthropic 的 Dario Amodei 在讨论更宏观的 AGI 话题时,微软 CEO Satya Nadella 与英国前首相 Rishi Sunak 的对话,更聚焦在了 AI 应用的话题。 Satya 以自己参加达沃斯的准备工作变化为例,来说明在企业内部,AI 正在打破传统层级架构,让信息 流实现扁平化。 "自从我 1992 年参加以来,直到几年前,流程都没什么变化:我的现场团队会准备笔记,然 后送到总部进一步提炼。但现在我直接找 Copilot 说,"我要见 xxx,给我一个简介"。它会 给我一个全方位的视角。""我做的是立即把这个简介分享给所有部门的同事。" 他指出,企业 AI 应用呈现出明显的 "杠杆效应":初创公司能从零开始构建适配 AI 的组织,落地速度 更快;大型企业虽手握数据、资源优势,但传统工作流程与组织惯性带来的变革管理挑战更大。而无论 大小企业,都需经历 "思维转变 — 技能培养 — 数据整合" 的艰苦过程。 人才方面,他认为全球 AI 技术人才与初创公司 ...
航天软件(688562.SH):目前对于太空算力和量子计算领域暂没有涉及
Ge Long Hui· 2026-01-22 08:18
Core Viewpoint - The company has established three main business segments based on its Shentong database and product collaborative research platform, focusing on software products, IT services, and information system integration, primarily targeting the aerospace and government sectors [1] Group 1: Business Segments - The company offers autonomous software products, including basic software and industrial software [1] - IT services provided by the company include audit information services, commercial secret network cloud services, and IT operation and maintenance services [1] - The information system integration services are mainly directed towards the aerospace and government sectors [1] Group 2: Current Focus - Currently, the company does not have involvement in the fields of space computing and quantum computing [1]
和仁科技(300550)1月22日主力资金净卖出332.47万元
Sou Hu Cai Jing· 2026-01-22 08:03
和仁科技2025年三季报显示,前三季度公司主营收入2.63亿元,同比下降0.33%;归母净利润1294.31万 元,同比上升1292.86%;扣非净利润1092.82万元,同比上升1124.98%;其中2025年第三季度,公司单 季度主营收入1.05亿元,同比上升0.7%;单季度归母净利润1646.31万元,同比上升7.87%;单季度扣非 净利润1534.14万元,同比上升2.87%;负债率22.73%,投资收益90.47万元,财务费用-264.64万元,毛 利率47.37%。和仁科技(300550)主营业务:公司是以医疗信息系统及数字化场景应用系统的研发销 售、实施集成、服务支持为主营业务的总体解决方案服务商。从流程、系统、数据的角度,公司为医疗 机构与医疗卫生管理及协作机构的数据采集、融合、处理、存储、传输、共享和应用提出基于自有核心 系统的整体解决方案。公司的主要业务可以分为医疗信息系统和数字化场景应用系统两大部分。 该股主要指标及行业内排名如下: 证券之星消息,截至2026年1月22日收盘,和仁科技(300550)报收于15.18元,下跌1.62%,换手率 1.56%,成交量4.1万手,成交额6248 ...
润和软件:公司将持续深耕开源鸿蒙领域
Zheng Quan Ri Bao Wang· 2026-01-22 07:45
Core Viewpoint - The company has been a leader in the open-source HarmonyOS sector, with significant contributions and advancements over the past seven years [1] Group 1: Company Contributions - The company has invested early and heavily in the open-source HarmonyOS field, becoming a Class A donor and core contributor to the OpenAtom OpenHarmony project [1] - The company has contributed over 1.5 million lines of code to the open-source HarmonyOS [1] Group 2: Hardware Ecosystem - The company has completed the adaptation of over 20 chip models to the open-source HarmonyOS, achieving full coverage across ARM, LoongArch, and RISC-V architectures [1] Group 3: Industry Applications - The company has launched 13 commercially available industry-specific distributions with independent intellectual property, leading the community in terms of quantity [1] - The company has empowered various sectors including finance, electricity, oil and gas, healthcare, education, smart cities, and smart mining [1] Group 4: Future Plans - The company aims to continue deepening its engagement in the open-source HarmonyOS field, leveraging its accumulated advantages and experience to expand the depth and breadth of industry empowerment [1]
微软CEO纳德拉:AI领域的竞争并非你死我活,不是零和博弈
Sou Hu Cai Jing· 2026-01-22 07:37
IT之家 1 月 22 日消息,据《商业内幕》今日报道,微软 CEO 萨提亚 · 纳德拉认为,AI 领域的竞争并非一定是你死我活的零和博弈。 纳德拉强调,从宏观层面看,科技行业在全球经济中的地位仍将持续上升。"如果以 GDP 占比来看,五年之后,科技行业的比重一定会更高。这个行业竞争 很激烈,但并不像外界渲染的那样只有输赢。" 在瑞士达沃斯录制的"All-In"播客节目中,纳德拉表示,当前 AI 竞争异常激烈,不过竞争本身并不值得担忧。"每隔十年出现一批全新的竞争对手,反而能 让企业保持活力。现在确实是一个高度紧张的阶段,但有竞争存在,我还是会高兴。" 在经营理念上,纳德拉表示,微软更关注的是客户真正需要什么,而不是把所有企业都当作对手,与微软前 CEO 比尔 · 盖茨以及苹果前 CEO 史蒂夫 · 乔布 斯的态度高度一致。 IT之家从报道中获悉,盖茨在 2005 年曾表示,竞争让整个计算机行业保持敏锐,无论是谷歌、苹果,还是自由软件领域,强大的对手都会促使企业不断进 步。 ▲ 图源微软 史蒂夫 · 乔布斯在 1997 年回归苹果后,也重新审视了竞争的意义。他从强调微软的失败,转而主张苹果专注自身成长。乔布斯 ...
航天软件:预计2025年净利润亏损900万元到1400万元
Xin Lang Cai Jing· 2026-01-22 07:35
Core Viewpoint - The company expects to report a net loss attributable to the parent company for the year 2025, with losses projected between 9 million to 14 million yuan, indicating a significant reduction in losses compared to the previous year [1] Financial Performance - The anticipated net loss for 2025 represents a decrease in losses by 68.1342 million to 73.1342 million yuan compared to the same period last year, reflecting a year-on-year reduction in losses of 82.95% to 89.04% [1] - The expected net loss attributable to the parent company, excluding non-recurring gains and losses, is projected to be between 70 million to 75 million yuan, which is a reduction of 44.0394 million to 49.0394 million yuan compared to the previous year, translating to a year-on-year reduction in losses of 37.00% to 41.20% [1]
南京:开启“十五五” 科创“打头阵”
Xin Hua She· 2026-01-22 07:16
金陵之冬,创意满城。 紫金山科技城开启"6G迎新派对",机甲麒麟在繁华商圈"赛博"起舞,牛首山2026架无人机绘出马年元 素……辞旧迎新之际,南京举办128场跨年活动,刷新地铁单日运力纪录,带动元旦旅游消费增长显 著。 被科技点亮的夜空,不仅映照城市温度、治理精度,更展现烟火寻常、活力日常。"创新敢为才能破圈 出彩。"一位网民在"南京发布"留言。 立足产业强市之要,南京做好"转强增育"四篇文章,构筑新质生产力主导的产业高地。 ——"转"型攀峰,传统产业固本开新。入选国家首批领航级智能工厂的南京钢铁集团,上万个传感器如 同"智能神经元"遍布产线。一笔耐磨钢订单刚录入系统,"元冶·钢铁大模型"30秒内即算出最佳生产方 案。"从'经验炼钢'钢花飞溅到'智慧炼钢'数据奔流,铁水罐周转率提升5%,每吨铁水降本200元,仅此 一项每年就节省上亿元。"南钢副总裁朱平说。 面向"十五五",南京将实施传统产业攀峰计划,推动石化、钢铁等产业向价值链中高端迈进,力争 到"十五五"末,化工新材料占石化产业40%,优特钢占钢铁制造超80%。 ——登高做"强",新兴产业集群跃升。20世纪60年代,东南大学的查礼冠教授团队,仅凭两张机器人 ...
提效千万、降本百万:飞书安徽峰会解码奇瑞、蔚来们“AI成绩单”
Sou Hu Cai Jing· 2026-01-22 07:08
Group 1 - The summit in Hefei focused on the integration of AI technology in manufacturing, highlighting Hefei's position as a significant center for technological innovation and its strategic industrial layout of "chip, display, automobile, and integration" [1][2] - The event attracted over 200 executives, government leaders, and industry experts from sectors such as new energy vehicles, high-end equipment, and semiconductors to discuss how AI can drive high-quality development in Anhui's manufacturing [1][2] Group 2 - The summit served as an important platform for discussing practical paths for organizational transformation and technology implementation, with emphasis on the need for AI to move beyond strategic presentations to real business applications [5] - The launch of the "Anhui Feichanghao Efficiency Acceleration Plan" marked a significant step in making AI a widespread productivity tool in Anhui, aiming to help local enterprises transition from merely hearing about AI to effectively utilizing it [5][14] Group 3 - Four representative Anhui companies shared their successful experiences in integrating AI and digital tools in complex business scenarios, showcasing practical results and efficiency improvements [6] - Chery Jietu utilized AI and Feishu's multi-dimensional tables to enhance international collaboration, achieving significant cost savings and efficiency gains through innovative solutions [6] - NIO adopted a modular approach to business system development using Feishu's capabilities, significantly reducing development time and improving operational efficiency [8] Group 4 - Huafu Technology emphasized the importance of AI in strengthening midstream enterprises, successfully creating a smart closed-loop for safety management that drastically reduced manpower and response times [10] - Anhui Ruineng Technology shared lessons learned about execution gaps and how integrating Feishu helped ensure strategic alignment and improved data flow across systems [12]
宏景科技股价涨5.27%,博时基金旗下1只基金重仓,持有4.13万股浮盈赚取16.11万元
Xin Lang Cai Jing· 2026-01-22 06:54
Group 1 - The core viewpoint of the news is that Hongjing Technology's stock has seen a significant increase, with a rise of 5.27% to 77.90 CNY per share, and a total market capitalization of 11.959 billion CNY [1] - Hongjing Technology, established on March 7, 1997, and listed on November 11, 2022, focuses on providing smart city solutions in three main areas: smart healthcare, urban management, and smart parks, with revenue composition of 91.28% from computing services and 8.72% from smart city business [1] Group 2 - From the perspective of major fund holdings, Bosera Fund has a significant position in Hongjing Technology, with its Bosera Specialized and Innovative Theme Mixed A Fund (014232) holding 41,300 shares, unchanged from the previous period, representing 0.67% of the fund's net value [2] - The Bosera Specialized and Innovative Theme Mixed A Fund has a total scale of 208 million CNY and has achieved a year-to-date return of 9.51%, ranking 1650 out of 8843 in its category, and a one-year return of 66.27%, ranking 841 out of 8096 [2]