（文章来源：证券日报） 证券日报网讯 8月18日晚间，宝信软件发布公告称，2025年半年度公司实现营业收入4，714，707， 079.88元，同比下降30.08%；归属于上市公司股东的净利润为712，525，062.11元，同比下降46.46%。 ...

3. 截至发稿，WTI原油涨0.45%，报62.26美元/桶。布伦特原油涨0.30%，报66.05美元/桶。 | 트 WTI原油 | 2025年10月 | 62.26 | 62.56 | 61.66 | +0.28 | +0.45% | | --- | --- | --- | --- | --- | --- | --- | | ඝ 伦敦布伦特原油 | 2025年10月 | 66.05 | 66.32 | 65.49 | +0.20 | +0.30% | 市场消息 鲍威尔迎来杰克逊霍尔谢幕演讲，降息预期与零售财报将共塑美股走势。未来一周，投资者目光将聚焦于美联储主席鲍威尔周五 在杰克逊霍尔年度经济研讨会上发表其任内最重要的政策演讲。在鲍威尔(很可能作为美联储主席的最后一次)演讲前夕，市场对 美联储下月至少降息25个基点的预期概率已达85%。企业财报方面，沃尔玛、塔吉特和家得宝等零售商将公布财报，投资者将从 中了解有关消费者支出健康状况的更多信息。本周经济数据清淡，周四公布的初请失业金人数和服务业活动指数将成为主要看 点。 盘前市场动向 1. 8月18日(周一)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌 ...

Market Movements - US stock index futures are all down ahead of the market opening, with Dow futures down 0.07%, S&P 500 futures down 0.10%, and Nasdaq futures down 0.13% [1] - European indices also show declines, with Germany's DAX down 0.48%, UK's FTSE 100 down 0.07%, France's CAC40 down 0.81%, and the Euro Stoxx 50 down 0.65% [2][3] - WTI crude oil is up 0.45%, priced at $62.26 per barrel, while Brent crude is up 0.30%, priced at $66.05 per barrel [4] Market News - Investors are focused on Federal Reserve Chairman Jerome Powell's upcoming speech at the Jackson Hole Economic Symposium, with an 85% probability of a 25 basis point rate cut expected next month [5] - Powell's speech is anticipated to address inflation, rising producer prices, and a weak job market, while avoiding topics like White House policies or pressures from President Trump [5] - Goldman Sachs warns of potential risks that could lead to a significant market correction, despite a stable growth environment and strong earnings reports [6] - Atlanta Fed President Bostic suggests a possible rate cut this year, citing increased consumer pressure from tariffs [6] - Goldman Sachs also cautions that market predictions for 2026 profit margins may be overly optimistic, despite strong Q2 earnings [7] Company News - Thoma Bravo is in advanced talks to acquire Dayforce, a human resources management software provider, potentially leading to its privatization [8] - Tesla's rental prices in the UK have nearly halved, forcing the company to offer discounts of up to 40% to boost sales amid a significant drop in demand [8] - Google has been fined $36 million by Australia for anti-competitive practices related to its search application on Android devices [9] Earnings Forecast - Upcoming earnings reports include BHP and Agora on Tuesday morning, and Home Depot and Xpeng on Tuesday pre-market [9]

最近一个月来，声通科技累计涨幅16.13%，今年来累计跌幅65.8%，跑输恒生指数25.97%的涨幅。 8月18日，截至港股收盘，恒生指数下跌0.37%，报25176.85点。声通科技（02495.HK）收报86.0港元/ 股，上涨25.73%，成交量216.41万股，成交额1.88亿港元，振幅39.04%。 财务数据显示，截至2024年12月31日，声通科技实现营业总收入9.41亿元，同比增长15.79%；归母净利 润-4.89亿元，同比减少1347.75%；毛利率54.22%，资产负债率33.17%。 机构评级方面，目前暂无机构对该股做出投资评级建议。 公司的核心管理团队具备多年的行业经验,且拥有近二十年的合作经历,有助于公司稳健的业务发展。由 声通资深技术骨干带领的技术团队、首席科学家何积丰院士带领的学术团队、以及由声通研究院院长林 祥博士领导的与上海交大成立的AI联合实验室共同构成了公司的研发团队。与此同时,公司还与百度文 心一言等公司达成了战略合作伙伴关系。 （以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 本文源自：金融界 作者：行情君 行业估值方面，软件服务行业 ...

A股市场进一步爆发。 8月18日上午，A股多个指数盘中创阶段新高，市场人气进一步高涨。截至午间收盘，A股市场成交额突 破1.7万亿元，较上一交易日放量。 上证指数突破2021年2月18日曾触及的3731.69点的高点，创出自2015年8月20日之后的近10年新高； 深证成指盘中越过11864.11点，突破2024年10月8日的高点，创出最近两年新高； 创业板指数盘中突破2600点整数关口，并一举突破去年10月8日的高点，创出最近两年新高； 北证50指数盘中突破1500点，创出历史新高。 在市场上行之际，市场交投进一步活跃，今天上午半个交易日合计成交额已经突破1.7万亿元，较上周 五上午进一步明显放大。 此外，据证券时报·数据宝统计，截至10时34分，A股市值总和突破100万亿元，创历史新高，这也是A 股历史上首次突破100万亿元大关。 A股多个指数创阶段新高 北证50指数创出历史新高 8月18日盘中，A股市场强劲上行。截至上午收盘，上证指数涨1.18%，深证成指涨2.25%，创业板指数 涨3.63%，北证50指数暴涨4.59%。 值得注意的是，当天盘中多个指数创出阶段新高或历史新高： 作为行情风向标，证券板块 ...

Market Overview - A-shares experienced a significant surge on August 18, with multiple indices reaching new highs, leading to increased market sentiment [1][2] - The total market capitalization of A-shares surpassed 100 trillion yuan for the first time in history, marking a significant milestone [1] Index Performance - The Shanghai Composite Index rose by 1.18%, the Shenzhen Component Index increased by 2.25%, the ChiNext Index surged by 3.63%, and the North Securities 50 Index jumped by 4.59% [2] - Notable milestones included the Shanghai Composite Index breaking the 3731.69 points high from February 18, 2021, and the North Securities 50 Index reaching a historical high above 1500 points [3] Trading Activity - The trading volume exceeded 1.7 trillion yuan within half a trading day, indicating a significant increase compared to the previous trading day [3] - Approximately 4500 stocks were in the green, with over 110 stocks hitting the daily limit up [6] Sector Performance - The TMT sector led the market rally, with software services, media entertainment, communication equipment, and components all seeing gains of over 3% [5] - The securities sector also performed well, with notable stocks like Changcheng Securities and Hualin Securities hitting the daily limit up, and Dongfang Caifu seeing a nearly 6% increase with a trading volume close to 30 billion yuan [5] Notable Stocks - Key stocks that performed exceptionally included: - Dongfang Caifu (300059) with a price of 28.36 yuan, up 5.98%, and a trading volume of 29.44 billion yuan [6] - Beifang Rare Earth (600111) with a price of 42.90 yuan, up 10.00%, and a trading volume of 11.25 billion yuan [6] - Zhina Zhen (300803) with a price of 131.84 yuan, up 20.00%, and a trading volume of 11.25 billion yuan [6] - ZTE Corporation (000063) with a price of 38.73 yuan, up 10.00%, and a trading volume of 11.10 billion yuan [6]

A股市场进一步爆发。 值得注意的是，当天盘中多个指数创出阶段新高或历史新高： 在市场上行之际，市场交投进一步活跃，今天上午半个交易日合计成交额已经突破1.7万亿元，较上周 五上午进一步明显放大。 多个板块大涨 多只百亿元成交股涨停 8月18日上午，A股多个指数盘中创阶段新高，市场人气进一步高涨。截至午间收盘，A股市场成交额突 破1.7万亿元，较上一交易日放量。 此外，据证券时报·数据宝统计，截至10时34分，A股市值总和突破100万亿元，创历史新高，这也是A 股历史上首次突破100万亿元大关。 A股多个指数创阶段新高 北证50指数创出历史新高 8月18日盘中，A股市场强劲上行。截至上午收盘，上证指数涨1.18%，深证成指涨2.25%，创业板指数 涨3.63%，北证50指数暴涨4.59%。 | 内地股票 △ | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 3740.50 | 11896.38 +43.73 +1.18% +261.71 +2.25% +67.73 +4.59% | 1544.06 | | 科创50 ...

Market Overview - A-share market experienced a significant surge, with multiple indices reaching new highs on August 18 [2][4] - The total market capitalization of A-shares surpassed 100 trillion yuan for the first time in history [2] Index Performance - Major indices showed strong upward movement: - Shanghai Composite Index rose by 1.18% to 3740.50 points, breaking a nearly 10-year high [4][5] - Shenzhen Component Index increased by 2.25% to 11896.38 points, marking a two-year high [4][5] - ChiNext Index surged by 3.63%, surpassing the 2600-point mark [4][5] - North Star 50 Index jumped by 4.59%, reaching a historical high [4][5] Trading Activity - Trading volume in the A-share market exceeded 1.7 trillion yuan, indicating increased market activity compared to the previous trading day [7] - Nearly 4500 stocks were in the green, with over 110 stocks hitting the daily limit up [10] Sector Performance - The market displayed a broad-based rally, with the TMT sector leading gains, particularly in software services, media entertainment, and communication equipment, all rising over 3% [8][9] - The securities sector also saw significant gains, with major firms like Changcheng Securities and Hualin Securities hitting the daily limit up [9] Notable Stocks - Key stocks included: - Dongfang Caifu (东方财富) rose by 5.98% with a trading volume of nearly 300 billion yuan [10] - Beifang Rare Earth (北方稀土) increased by 10% with a trading volume of 112.53 billion yuan [10] - Zhina Zhen (指南针) surged by 20% with a trading volume of 112.48 billion yuan [10] - ZTE Corporation (中兴通讯) rose by 10% with a trading volume of 110.97 billion yuan [10]

作者：行情君 截至2024年年报，明源云营业总收入14.35亿元、净利润-1.9亿元。 本文源自：金融界 8月18日，明源云(00909)盘中上涨10.16%，截至10:10，报4.12元/股，成交6851.41万元。 明源云集团控股有限公司是一家提供不动产生态链数字化解决方案的服务商，主要业务包括数字经营、 数字营销、数字工程、数字资管、数字供应链、数字物业和数字商业等SaaS产品和解决方案，目前已为 超过7000家不动产开发、运营企业提供了数字化产品与服务。同时，也为1000多家国资国企提供全价值 链的数字化解决方案，助力企业进行数字化转型和高质量发展。 ...

过去12个月，Dayforce在纽约交易的股价下跌约5%，公司市值约为84亿美元。该公司股票同时在多伦 多证券交易所上市交易。 Thoma Bravo四月同意以106亿美元现金收购波音公司飞行导航部门及其他数字资产，七月又以20亿美 元达成收购餐厅软件制造商Olo Inc.的交易。该机构还就潜在收购Verint Systems Inc.进行过洽谈。 知情人士称，该收购方计划将Dayforce私有化，交易可能在未来几周内宣布。尽管谈判已进入深入阶 段，但仍可能延迟或破裂，且不排除出现其他竞购者的可能性。 根据其官网信息，去年从Ceridian HCM Holding Inc.更名的Dayforce提供人工智能驱动的招聘、薪酬管理 和员工职业发展软件，客户涵盖医疗保健、零售、酒店及金融服务等行业。彭博汇编数据显示，该公司 目前负债约12亿美元，企业价值超过90亿美元。 智通财经APP获悉，据知情人士透露，私募股权公司Thoma Bravo正就收购人力资源管理软件提供商 Dayforce(DAY.US)进行谈判。 在私募股权公司面临资本配置挑战的市场环境下，由联合创始人奥兰多·布拉沃领导的Thoma Bravo今年 ...