证券之星消息，根据天眼查APP-财产线索数据整理，根据浙江省人民医院毕节医院（毕节市第一人民 医院）12月25日发布的《浙江省人民医院毕节医院财务科电子医疗票据系统增值运维服务采购项目》内 容显示，福建博思软件股份有限公司中标，详情如下： 采购方：浙江省人民医院毕节医院（毕节市第一人民医院） 供应商：福建博思软件股份有限公司 中标金额：134000,134000.0,134000 地区：贵州省 发布日期：2025-12-25 标题：浙江省人民医院毕节医院财务科电子医疗票据系统增值运维服务采购项目 数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 通过天眼查大数据分析，福建博思软件股份有限公司共对外投资了54家企业，参与招投标项目19832 次；财产线索方面有商标信息157条，专利信息112条，著作权信息187条；此外企业还拥有行政许可11 个。 ...

证券之星消息，根据天眼查APP-财产线索数据整理，根据深圳市光明区公明街道办事处12月25日发布 的《公明街道办（经济发展办公室-财政）购买2026年公明街道办事处财务内控系统实施服务项目采购 结果公告》内容显示，北京中科江南信息技术股份有限公司中标，详情如下： 标题：公明街道办（经济发展办公室-财政）购买2026年公明街道办事处财务内控系统实施服务项目采 购结果公告 通过天眼查大数据分析，北京中科江南信息技术股份有限公司共对外投资了12家企业，参与招投标项目 7152次；财产线索方面有商标信息114条，专利信息60条，著作权信息165条；此外企业还拥有行政许可 7个。 数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 采购方：深圳市光明区公明街道办事处 供应商：北京中科江南信息技术股份有限公司 中标金额：140000.0 地区：广东省 发布日期：2025-12-25 ...

Group 1 - The core point of the article is that Yilianzhong Information Technology Co., Ltd. has won a bid for the provincial medical security information platform application software operation and business support service project from the Fujian Provincial Medical Security Bureau, with a bid amount of 45.6 million [1][2] - Yilianzhong has made investments in 59 companies and participated in 2,134 bidding projects, indicating its active engagement in the market [1] - The company holds 79 trademark registrations, 114 patents, and 516 copyright registrations, showcasing its intellectual property portfolio [1] Group 2 - The procurement was conducted by the Fujian Provincial Medical Security Bureau, highlighting the governmental aspect of the project [2] - The project was officially announced on December 25, 2025, marking a significant date for the company [2]

（来源：法治日报） 【法之言|#公司搞职场隐形偷窥违法#】#花几百块老板就能全方位监控你的电脑#？上班时用公司电脑 给家人报个平安，和朋友吐槽下加班的辛苦，转头这些对话就出现在老板的监控屏幕上，不管是工作文 件还是个人信息，都一览无余。这种打着"管理"旗号的职场偷窥，不仅无法起到提高管理效率的作用， 还触碰了法律的红线，可能要承担民事、行政乃至刑事责任！近日，有媒体调查发现，市面上售卖的一 款面向企业用户的监控软件，能实时查看员工的聊天记录，监控员工电脑页面的内容，随意调取他们硬 盘上的文件和数据。即便将笔记本带离公司，也能通过电脑绑定公网IP的方式，完成监控。多款杀毒软 件都无法识别出任何风险，这样的软件单套只要几百块，被监控的员工全程不知道自己的信息已经暴 露。有些企业经营者认为电脑是公司的，花了钱雇人，监控员工工作状态天经地义。与其花时间制定合 理的考核制度，不如直接用软件监控来得轻松。这其实是一种短视且有害的管理方式，不仅会让员工产 生强烈的抵触情绪，也不利于企业的长远发展。管理可以有，但偷窥他人隐私绝对不行！宪法明确规定 保护公民的通信秘密。监控前必须书面告知员工目的、范围并取得同意。员工的微信聊天 ...

Group 1 - The core message emphasizes the importance of strengthening grassroots party building to support economic and social development during the "15th Five-Year Plan" period [1][3] - Jiangning District's rural collective "three assets" are under scrutiny, with a focus on establishing a "one village, one file" system to enhance transparency and governance [1] - The community's party organization is seen as a critical component in promoting effective grassroots governance and enhancing the capacity for modern governance [1][3] Group 2 - The community's "two committees" re-election work is being prepared, highlighting the need for capable leaders to strengthen community governance [2] - Jiangsu Runhe Software Co., Ltd. has integrated party building with business development, showcasing an innovative approach that enhances competitiveness and cohesion [2] - The emphasis is placed on the political and organizational functions of grassroots party organizations to ensure high-quality development [3]

Group 1: Market Overview - The traditional Christmas holiday period has led to low volatility in markets, but this year is different due to heightened risk aversion and supply-demand imbalances in the precious metals market [1] - The U.S. stock market remains stable despite strong GDP performance, with the 10-year Treasury yield hovering around 4.17%, indicating that current monetary policy is not expected to tighten further [2] - Concerns over the AI bubble and its impact on tech stocks have dampened short-term momentum for these assets, with the VIX index near yearly lows [2] Group 2: Precious Metals Performance - Precious metals like gold and silver have reached historical highs, driven by investor demand amid expectations of Federal Reserve rate cuts and geopolitical tensions [5][6] - Gold prices have surged, with forecasts suggesting it could reach $5,000 by the end of 2026, supported by central bank purchases and a trend towards de-dollarization [5] - Silver has seen significant price increases, attributed to both safe-haven demand and structural growth in industrial applications, particularly in electric vehicles and solar panels [6] Group 3: Company-Specific Insights - Oracle's stock has dropped 30% this quarter, heading towards its largest quarterly decline since the 2001 internet bubble, following disappointing revenue and cash flow results [3] - Oracle plans to invest $50 billion in capital expenditures by FY2026, a 43% increase from previous plans, raising concerns about its ability to meet these obligations without renegotiating contracts [3] - The AI sector's heavy investment and poor returns have led to a significant increase in perceived risk, with 45% of fund managers identifying the AI bubble as a major market risk [5] Group 4: Supply and Demand Dynamics - The silver market has been in a state of supply-demand imbalance since 2021, with increasing demand from energy transition technologies [6][7] - Platinum and palladium prices have surged due to tightening supply and uncertainty in tariff policies, with platinum prices up approximately 176% this year [7][8] - The market for platinum and palladium is smaller than that of gold, leading to greater price volatility with minimal investment shifts [8]

Core Viewpoint - DingTalk has officially launched Agent OS, claiming it to be the world's first AI-driven work intelligence operating system, marking a strategic shift from a mobile internet collaboration tool to an AI infrastructure [1][3] Group 1: Product Features and Innovations - The core of Agent OS is designed to run and collaborate multiple AI agents, addressing three major pain points in enterprise AI implementation: data security, model execution reliability, and commercial delivery [3] - DingTalk ONE serves as a new interactive entry point for human-AI collaboration, integrating information from various sources and proactively pushing important tasks to users [4] - DingTalk Real is an enterprise-grade AI hardware designed to ensure data security and controllability through physical isolation and emergency mechanisms [4] - AI Search Engine enables enterprises to securely access data across various formats, while "Wukong" acts as a general task processing agent capable of understanding complex instructions and executing tasks [4] - DEAP is a platform that supports enterprises in developing, deploying, and managing custom AI agents, providing comprehensive support from data labeling to billing [4] Group 2: Business Model Transformation - DingTalk is shifting from a traditional SaaS model based on user accounts to a "pay-per-result" model, aiming to directly address enterprise pain points and quantify value [5] - Demonstrated agents like the "Order Agent" can significantly reduce order processing time from 1.4 hours to under 1 minute, showcasing the potential for efficiency gains [5][8] - The "AI Travel" feature can complete itinerary planning and price comparisons in one minute, helping companies reduce travel costs by an average of 15% [8] - DingTalk emphasizes that the commercial delivery accuracy of agents must reach over 90%, linking its value directly to enterprise outcomes [8] Group 3: Strategic Shift and Market Positioning - DingTalk's new strategy reflects a shift from providing tools to co-creating industry solutions with enterprises, focusing on specific sectors like manufacturing, retail, and healthcare [8] - The company has announced an open AI ecosystem, collaborating with major model providers while facing challenges in balancing its ecosystem with external partnerships [8][9] - The transformation occurs amid intense competition from domestic players like ByteDance's Feishu and Tencent's WeChat Work, as well as international giants like Microsoft and Google [9] Group 4: Future Outlook - The new version, named "Mulan," symbolizes a fresh start, with the CEO acknowledging that many AI products are still in their early stages [10] - The success of DingTalk's ambitious vision will depend on its ability to convert this blueprint into widely accepted solutions and establish a sustainable business model [10]

甲骨文股价四季度或创互联网泡沫以来最大跌幅。尽管获得OpenAI超3000亿美元订单，但激进扩张计划引发担忧.。分析师警告其投资级评级岌岌可 危，且过度依赖OpenAI单一客户存在风险。但部分投资者仍看好创始人埃里森的长期愿景。 数据库软件巨头甲骨文正经历二十多年来最严重的季度下跌。 第四季度甲骨文股价已重挫30%，若未来四个交易日无重大反转，或将创下自2001年互联网泡沫破裂以来的最大季度跌幅，彼时股价下跌近34%。 今年9月，OpenAI承诺向甲骨文支付超过3000亿美元，这笔交易曾被视为对甲骨文云业务的重大背书。但本月早些时候，甲骨文公布的季度收入和自 由现金流均低于预期，加剧了市场担忧。 甲骨文2026财年第二财季业绩不及预期，资本开支比预期多约150亿美元。此外，甲骨文还计划签订2480亿美元的租赁协议以提升云计算能力。 激进扩张引发了信用风险担忧。D.A. Davidson分析师12月12日在客户报告中写道： 考虑到甲骨文目前勉强维持投资级评级，如果不调整与OpenAI的协议，我们担心甲骨文可能无法履行这些义务。 OpenAI协议带来的狂热与回落 新任首席执行官Clay Magouyrk和Mike ...

数据库软件巨头甲骨文正经历二十多年来最严重的季度下跌。 第四季度甲骨文股价已重挫30%，若未来四个交易日无重大反转，或将创下自2001年互联网泡沫破裂以来的最大季度跌幅，彼时股价下跌近 34%。 今年9月，OpenAI承诺向甲骨文支付超过3000亿美元，这笔交易曾被视为对甲骨文云业务的重大背书。但本月早些时候，甲骨文公布的季度收入 和自由现金流均低于预期，加剧了市场担忧。 华尔街见闻提及，甲骨文2026财年第二财季业绩不及预期，资本开支比预期多约150亿美元。此外，甲骨文还计划签订2480亿美元的租赁协议以提 升云计算能力。 激进扩张引发了信用风险担忧。D.A. Davidson分析师12月12日在客户报告中写道： 考虑到甲骨文目前勉强维持投资级评级，如果不调整与OpenAI的协议，我们担心甲骨文可能无法履行这些义务。 OpenAI协议带来的狂热与回落 新任首席执行官Clay Magouyrk和Mike Sicilia三个月前刚刚接任，上任时正值市场对甲骨文空前乐观。 就在他们从Safra Catz手中接过权杖前约两周，甲骨文公布了359%的收入储备增长，主要来自OpenAI的承诺。 这种扩张速度远超行业常规 ...

相比之下，美股波动性跌至年内低位。 节后首个交易日，避险情绪、供需失衡等因素继续推动资产规模较小的贵金属市场狂欢。相比之下，人工智能AI泡沫 担忧、货币政策不明朗让流动性更好的明星科技股失去了短期进一步上行的动力。 美股波澜不惊 作为节前公布的重磅数据，美国三季度国内市场总值（GDP）表现强劲，但美债利率却未出现相应上扬，美国10年期 国债收益率徘徊在4.17%，10年期与2年期国债利差保持31个基点的正值区间。 BK asset management宏观策略师施罗斯伯格（Boris Schlossberg）在接受第一财经采访时表示，这向市场释放的信号 是：当前货币政策虽处于限制性区间，但并不会进一步收紧，是美元走弱、股市企稳的核心逻辑。他认为，短期内股 市表现近似于 "低波动套息资产"——标普500指数与纳斯达克综合指数保持强势，市场波动性整体受到压制，如恐慌 指数（VIX ）徘徊在年内低点附近。 这与市场对权重人工智能领域的担忧情绪不无关系——过度投资与成本收益失衡。仅OpenAI 一家就计划未来数年投 入1.4万亿美元。科技巨头同样如此，这种 "烧钱换增长"的模式高度依赖外部资金，一旦融资断档便会引发连 ...