近日，交通银行上海市分行与上海交通大学国家大学科技园举行全面战略合作签约仪式。双方将紧扣国家科技创新、服务上海"五个中心"建设等开展深入合 作。 上海交通大学党委副书记、校长、中国科学院院士丁奎岭表示，交通银行与上海交通大学有着良好合作基础，此次签约标志着双方合作迈入新阶段。他指 出，大学科技园作为学校重要的科创服务平台，在推动科技成果转化方面具有重要作用。当前学校正在推动国家大学科技园改革重塑，期待交通银行的科技 金融有力赋能园区及科创企业，加速金融资本与科技创新的结合，为上海国际科创中心、金融中心建设提供更大支持。 交通银行党委副书记、行长张宝江指出，交通银行与交通大学有着特殊的渊源，本次签约是深化双方合作，助力科技强国建设的又一有力举措，交通银行将 尽己所能提供更加优质的全方位金融服务，通过聚焦重点产业、赋能园区建设、服务在园企业，助力前沿科技走出校园、引领产业、创造未来，书写"教育- 科技-金融"良性循环的新篇章。 转自：新华财经 签约仪式上，上海交大企业发展集团总裁蒋宏与交通银行上海市分行行长杨勇签署《全面战略合作协议》。根据协议，双方将依托上海交大科研人才优势与 交行金融资源禀赋，联合共建科创孵化 ...

Duolingo, Inc. (DUOL) ended the recent trading session at $131.93, demonstrating a -1.59% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily gain of 0.54%. Meanwhile, the Dow gained 1.05%, and the Nasdaq, a tech-heavy index, added 0.56%. Shares of the company have depreciated by 24.04% over the course of the past month, underperforming the Business Services sector's loss of 6.48%, and the S&P 500's gain of 0.74%.The investment community will be closely monito ...

Financial Data and Key Metrics Changes - Total revenues for Q4 2025 were $332 million, representing a 3% sequential improvement per billing day [9] - Fiscal 2025 revenues were approximately $1.33 billion, a decrease of roughly 5% year-over-year [18] - GAAP earnings per share for Q4 2025 was $0.30, while adjusted earnings per share was $0.43, falling below guidance due to higher healthcare costs [19][20] - Overall gross margins were 27.2%, down 50 basis points sequentially but up 20 basis points year-over-year [20][21] Business Line Data and Key Metrics Changes - Flex revenues in the technology business grew sequentially by 3% and in the finance and accounting (F&A) business by 5.7% in Q4 [9] - Flex revenues in the F&A business declined 2.4% year-over-year but saw a 5.7% sequential growth in Q4 [14] - The average bill rate in the technology business remained steady at approximately $90 per hour over the past three years [12] Market Data and Key Metrics Changes - Sequential growth was observed in eight of the top ten industries served by the company [10] - The company noted a significant increase in demand for consulting solutions, particularly in data and digital practices, which are growing at double-digit rates [50] Company Strategy and Development Direction - The company is focusing on a domestic organic growth strategy, minimizing distractions and enhancing client partnerships [7] - Strategic initiatives include the implementation of Workday for HCM and financials, and the evolution of offshore delivery capabilities in India [4] - The company aims to achieve approximately 8% operating margin when annual revenues return to $1.7 billion, which is over 100 basis points higher than in 2022 [27] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about recent operating trends, suggesting a potential return to typical cyclicality in client demand [5] - The company anticipates that clients are increasingly prioritizing flexible talent solutions amid economic uncertainty [6] - There is a belief that the returns from AI investments may take longer to realize and will be more specific to unique business problems [3] Other Important Information - The company announced further refinements in headcount and organizational structure to align with current revenue levels [16] - Operating cash flows were $19.7 million, and the return on equity remains at approximately 30% [24] Q&A Session Summary Question: Can you elaborate on the sequential improvement in revenue per billing day and the impact of AI? - Management noted that the positive trend began in August 2025, coinciding with a positive turn in the American Staffing Association Index, and emphasized the complexity of executing corporate AI initiatives [30][31] Question: What are the dynamics of client demand and project execution? - Management indicated that clients are increasingly unable to wait to execute technology projects due to the foundational work required for AI and modernization efforts [47][48] Question: How do you see the direct hire business evolving in 2026? - Management expressed optimism for small to mid-sized businesses in direct hire, while large enterprises have slowed their hiring [80]

Core Insights - N-able (NABL) has consistently surpassed earnings estimates, averaging a 33.33% beat over the last two quarters [1] - The company reported earnings of $0.13 per share for the most recent quarter, exceeding the expected $0.09 per share by 44.44% [2] - For the previous quarter, N-able also beat estimates, reporting $0.11 per share against a consensus of $0.09, resulting in a 22.22% surprise [2] Earnings Estimates and Predictions - N-able's earnings estimates have been trending higher due to its history of earnings surprises, with a current Earnings ESP of +5.26% indicating bullish sentiment among analysts [5][8] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a strong likelihood of another earnings beat in the upcoming report [8] - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [6] Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7] - A negative Earnings ESP does not necessarily indicate an earnings miss but can reduce the predictive power of the metric [8] - It is crucial for investors to check a company's Earnings ESP prior to quarterly releases to enhance the likelihood of successful investment decisions [9]

Core Insights - Aeries Technology, Inc. has announced a multi-year, multi-million-dollar engagement with a leading global financial services firm to establish a Global Capability Center in Bangalore [1][2] - The center will focus on developing the client's next-generation platform and modernizing its core digital infrastructure, leveraging India's engineering talent [2][3] - This partnership reflects the trend among global financial institutions to adopt cloud solutions and undergo large-scale digital transformations [3] Company Strategy - Aeries is building a specialized engineering team in Bangalore that will enhance platform engineering, cloud infrastructure, and data capabilities [4] - The establishment of the center is part of Aeries' broader strategy to scale premium technology delivery through innovation-led Global Capability Center operations [4] - The partnership includes a structured growth pathway, allowing the center to expand based on delivery performance and client priorities, ensuring long-term value creation [4] Company Background - Aeries Technology is recognized as a leader in AI-enabled value creation and business transformation, particularly for private equity portfolio companies [5] - Founded in 2012, the company has received Great Place to Work Certification for three consecutive years, highlighting its commitment to workforce development [5]

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【Kimi K2.5成为OpenClaw首个宣布免费使用的主力模型】 在2月1日医疗人工智能协同创新论坛上，华为发布"行业AI梦工厂"智慧医疗专区，同时联合瑞 金医院发布RuiPath智慧病理一体机。具体而言，华为云将面向基层医院和医生，发布业界首 个智慧病理云边端解决方案，同时与爱康集团合作，面向个人打造健康管理智能体，同时打造 全国首个面向医疗行业的医疗AI社区。 【小鹏全球首款AI汽车正式开启海外大规模发运】 2月2日，新款小鹏P7+作为全球首款AI汽车，正式开启海外大规模发运，从江苏连云港启程， 销往全球18个国家。作为小鹏汽车首款面向全球的车型，2026款小鹏P7+在全球36国发布， 同步正在奥地利格拉茨工厂推进本地化生产，预计今年4月将在25个欧洲市场开始交付。 【2026支付宝集福新增"健康福"，由健康AI"蚂蚁阿福"发放】 2026年春节"支付宝集福啦"活动将 ...

Core Viewpoint - Alibaba plans to invest 3 billion yuan (approximately $431 million) to attract users to its Qwen AI app during the Lunar New Year holiday, intensifying competition among China's leading tech companies [1] Group 1: Company Actions - Alibaba's investment of 3 billion yuan is aimed at user acquisition for its Qwen AI app [1] - The timing of this investment coincides with the Lunar New Year holiday, a significant period for consumer engagement in China [1] Group 2: Industry Competition - The announcement highlights the escalating competition among major tech firms in China as they vie for dominance in the AI sector [1] - The investment reflects a broader trend of increased spending by tech companies to enhance their AI offerings and attract users [1]

Core Viewpoint - French tech company Capgemini announced the sale of its U.S. subsidiary, Capgemini Government Solutions [1] Company Summary - Capgemini is divesting its U.S. subsidiary, indicating a strategic shift in its business operations [1]

Core Viewpoint - The comparison between V2X (VVX) and Enpro (NPO) indicates that VVX is currently the more attractive option for value investors based on various financial metrics and an improving earnings outlook [1][7]. Valuation Metrics - VVX has a forward P/E ratio of 12.11, significantly lower than NPO's forward P/E of 27.36, suggesting VVX is undervalued relative to NPO [5]. - The PEG ratio for VVX is 0.61, indicating a favorable valuation when considering expected earnings growth, while NPO's PEG ratio stands at 1.82 [5]. - VVX's P/B ratio is 2, compared to NPO's P/B of 3.32, further supporting the argument that VVX is a better value investment [6]. Earnings Outlook - VVX is currently experiencing an improving earnings outlook, which is a positive indicator in the Zacks Rank model, contrasting with NPO's less favorable position [3][7]. - The Zacks Rank for VVX is 2 (Buy), while NPO holds a 3 (Hold) rating, reflecting a stronger earnings estimate revision trend for VVX [3]. Value Grades - VVX has received a Value grade of A, while NPO has a Value grade of C, highlighting the relative attractiveness of VVX for value investors [6].

Core Insights - DXC Technology, Inc. reported better-than-expected non-GAAP earnings of 96 cents per share for Q3 fiscal 2026, exceeding the Zacks Consensus Estimate by 12.94% and reflecting a 4.3% year-over-year increase [1] - Despite the earnings beat, shares fell 6.3% in after-hours trading due to revenue shortfalls, with reported revenues of $3.19 billion, missing estimates by 0.31% and decreasing 1% year over year [2] Financial Performance - DXC's non-GAAP operating income (Adjusted EBIT) for Q3 was $263 million, down 8% year over year, with a non-GAAP operating margin of 8.2%, a contraction of 70 basis points [5] - The company generated operating cash flow of $414 million and free cash flow of $266 million in Q3, with share repurchases totaling $65 million during the quarter [7] Revenue Breakdown - Revenues from the Consulting & Engineering Services (CES) segment declined 0.1% year over year to $1.27 billion, with an organic decline of 3.6% [4] - Global Infrastructure Services (GIS) revenues totaled $1.61 billion, down 2.7% year over year, with an organic decline of 6.2% [4] - Insurance Services revenues increased 4.6% year over year to $321 million, with organic growth of 3.2% [4] Guidance Update - DXC updated its fiscal 2026 revenue outlook to approximately $12.69 billion, slightly down from the previous guidance of $12.67-$12.81 billion [8] - The adjusted EBIT margin is now projected to be around 7.5%, with adjusted EPS expected to be about $3.15, up from the previous range of $2.85-$3.35 [9] - For Q4, the company anticipates organic revenue declines of 4-5% and adjusted EPS of 65-75 cents [10] Market Position - DXC Technology currently holds a Zacks Rank 2 (Buy), indicating a favorable outlook compared to other stocks in the Computer and Technology sector [12]