（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司有海底数据中心的项目建设计划吗？ 宝信软件（600845.SH）12月24日在投资者互动平台表示，公司目前无此项计划。 ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 鼎捷数智公告称，根据中国证券监督管理委员会《关于同意鼎捷数智股份有限公司向不特定对象发行可 转换公司债券注册的批复》（证监许可〔2025〕2297号），公司向不特定对象发行可转换公司债券 8,276,642张，每张面值人民币100.00元，发行总额人民币827,664,200.00元，扣除承销保荐等费用后实际 募集资金净额为人民币815,690,054.97元，上述资金已于2025年12月19日划至公司指定账户。为规范募 集资金的存放、使用和管理，公司及全资子公司湖州鼎捷软件有限公司与兴业银行股份有限公司上海黄 浦支行、保荐机构兴业证券股份有限公司签署了《募集资金三方监管协议》，并开立三个募集资金专项 账户，分别用于鼎捷数智化生态赋能平台项目、补充流动资金项目等。 ...

Investment Rating - The investment rating for the industry is "Positive" and is maintained [7] Core Insights - On December 19, OpenAI released GPT-5.2-Codex, which is built on the general model GPT-5.2 and optimized for "Agentic Coding" scenarios, primarily targeting complex software engineering tasks. The new model has systematic improvements in long-range task execution, large-scale code changes, Windows native environment support, and network security capabilities compared to previous versions. The commercialization of large models is expected to accelerate, with current costs being a core factor limiting token consumption. Attention should be paid to the cost reduction effects of large models [2][5][9] Summary by Sections Event Description - OpenAI's GPT-5.2-Codex is specifically optimized for complex software engineering tasks, showing systematic improvements in long-range task execution, large-scale code changes, and Windows native environment support [5][6] Performance Insights - GPT-5.2-Codex introduces a native context compression mechanism, enhancing understanding and utilization efficiency for long contexts, making it more stable for long-term coding tasks. The model shows improved performance in code refactoring and migration scenarios, with enhanced reliability and consistency [9] - In terms of network security, GPT-5.2-Codex is the strongest Codex model from OpenAI, demonstrating excellent performance in various security tests, although it has not yet reached the highest risk threshold. The model's capabilities can meet legitimate protection needs while avoiding excessive risks [9] - The model's performance metrics include an accuracy of 56.4% in SWE-BenchPro and 64.0% in Terminal-Bench2.0, indicating a significant improvement in reasoning token efficiency, making it suitable for long-term coding tasks with broad commercialization prospects [9] Future Outlook - The report emphasizes the importance of monitoring future model releases and the need to focus on cost reduction effects for commercialization. The domestic AI industry chain is viewed positively, with continued recommendations for shovel stocks and major players with significant positioning advantages [9]

Group 1 - Sanofi announced a $2.2 billion acquisition of Dynavax at $15.50 per share, a 39% premium over its last closing price, adding a hepatitis B vaccine and an experimental shingles vaccine to its portfolio, with completion expected in Q1 2026 [2] - Apple CEO Tim Cook purchased $2.95 million worth of Nike shares at an average price of $58.97, increasing his total holdings to 105,480 shares valued at approximately $6.04 million, contributing to a 2.3% rise in Nike's stock [2] - UiPath was added to the S&P MidCap 400 index, leading to a 6.6% increase in its stock price, with RBC Capital raising its target price from $16 to $19 amid growing demand for automation [3] Group 2 - Motive, a fleet management software company, is seeking to go public on the NYSE under the ticker "MTVE" [2] - Toyota is recalling 55,405 vehicles in the U.S. due to potential issues with inverter bolts, resulting in a 1.69% decline in its stock [2] - BP agreed to sell a 65% stake in its Castrol lubricants business to Stonepeak Partners for approximately $6 billion, indicating a strategic shift to raise cash and reduce debt [3] Group 3 - Goldman Sachs released a report highlighting significant opportunities in the aerospace sector, particularly focusing on the $3.5 billion contract for the U.S. Space Development Agency's satellite program, with Rocket Lab securing its largest government contract to date [4] - Gold and silver prices reached historic highs, with gold surpassing $4,500 per ounce and silver exceeding $70 per ounce, while copper hit $12,159 per ton, reflecting a year-to-date increase of over 37% [4]

Group 1 - Sanofi announced a $2.2 billion acquisition of Dynavax at $15.50 per share, a 39% premium over its last closing price, adding a hepatitis B vaccine and an experimental shingles vaccine to its portfolio, with completion expected in Q1 2026 [2] - Apple's CEO Tim Cook purchased $2.95 million worth of Nike shares at an average price of $58.97, increasing his total holdings to 105,480 shares valued at approximately $6.04 million, contributing to a 2.3% rise in Nike's stock [2] - UiPath was added to the S&P MidCap 400 index, effective January 6, 2026, with RBC Capital raising its target price from $16 to $19, reflecting a stable business trend amid growing automation demand, resulting in a 6.6% stock increase [3] Group 2 - Toyota is recalling 55,405 vehicles in the U.S. due to potential issues with inverter bolts, leading to a 1.69% decline in its stock [2] - BP agreed to sell a 65% stake in its Castrol lubricants business to Stonepeak Partners for approximately $6 billion, indicating a strategic shift to raise cash for debt reduction and improve performance, with BP's stock rising 0.26% [3] - Goldman Sachs released a report highlighting significant opportunities in the aerospace sector, particularly focusing on the $3.5 billion contract for satellite construction and launch under the U.S. Department of Defense's PWSA project, with Rocket Lab securing its largest government order to date [4]

Core Viewpoint - As of December 24, a total of 463 stocks in the Shanghai and Shenzhen markets have experienced a net outflow of main funds for five consecutive days or more, indicating a significant trend of capital withdrawal from these stocks [1]. Group 1: Stocks with Longest Net Outflow - YunSai ZhiLian has the longest net outflow, with main funds withdrawing for 22 consecutive days [1]. - ZhiFei Bio follows with a net outflow for 19 consecutive days [1]. Group 2: Stocks with Largest Total Net Outflow - HeEr Tai has the largest total net outflow amounting to 4.918 billion yuan over 14 days [1]. - MoEr Thread-U ranks second with a total net outflow of 3.680 billion yuan over 9 days [1]. Group 3: Stocks with Highest Net Outflow Proportion - ShunXin Agriculture has the highest proportion of net outflow relative to trading volume, with a decrease of 2.06% over the past 7 days [1]. Group 4: Summary of Notable Stocks - HeEr Tai: 14 days, 4.918 billion yuan, 10.67% outflow, -26.84% cumulative change [1]. - MoEr Thread-U: 9 days, 3.680 billion yuan, 8.41% outflow, -32.63% cumulative change [1]. - ZhiFei Bio: 19 days, 4.20 million yuan, 9.48% outflow, -6.40% cumulative change [2].

明源云回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.12.24 | 275.20 | 3.220 | 3.170 | 884.35 | | 2025.12.23 | 200.00 | 3.170 | 3.130 | 631.74 | | 2025.12.22 | 250.00 | 3.120 | 3.100 | 778.07 | | 2025.12.19 | 300.00 | 3.100 | 3.040 | 925.33 | | 2025.12.18 | 300.00 | 2.990 | 2.910 | 889.58 | | 2025.12.17 | 180.00 | 3.000 | 2.970 | 539.27 | | 2025.12.16 | 160.00 | 3.050 | 3.030 | 487.41 | | 2025.12.15 | 140.00 | 3.090 | 3.060 | 431.74 | | 2025.12.12 | 140.00 | 3. ...

高伟达（300465.SZ）12月24日在投资者互动平台表示，高伟达为火山引擎的合作伙伴。双方有业务合 作关系，但该业务并未对当期业绩产生重大影响。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司和火山引擎的合作在继续吗？ ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 第1笔成交价格为87.04元，成交21.82万股，成交金额1,899.21万元，溢价率为-20.53%，买方营业部为中 信建投证券股份有限公司深圳宝安创业二路证券营业部，卖方营业部为中信建投证券股份有限公司深圳 宝安创业二路证券营业部。 进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为2546.94万元。该股近5个交易日累 计下跌2.64%，主力资金合计净流出5806.44万元。 责任编辑：小浪快报 12月24日，深信服收涨0.67%，收盘价为109.53元，发生1笔大宗交易，合计成交量21.82万股，成交金 额1899.21万元。 ...

Core Insights - Motive Technologies submitted its IPO filing, revealing a 22% year-over-year revenue growth to $327 million for the nine months ending September 30, despite a significant loss of $139 million, attributed to rising operational costs [1][2]. Group 1: Financial Performance - Revenue increased by 22% to $327 million for the nine-month period ending September 30 [1]. - The company reported a loss of $139 million, which is an increase compared to the previous year's losses [1]. - The revenue growth rate for the full year 2024 is projected at 19%, lower than the current nine-month growth rate [1]. Group 2: Business Operations - Motive, previously known as KeepTruckin, has approximately 100,000 enterprise customers as of September 30 [2]. - In addition to its core subscription software sales, the company is expanding into a smaller but growing segment that provides business expense payment cards, contributing 4% to total revenue during the disclosed nine-month period [2]. - The company is backed by notable investors including Google Ventures, Khosla Ventures, and Index Ventures [2].