德固特作为超高温换热领域"小巨人"企业，其核心产品节能换热装备、粉体环保装备等服务于全球化 工、能源、冶金、固废处理等高端工业领域，技术壁垒高，竞争优势显著，具备全球高端制造硬实力。 作为一家全球领先的科技公司，浩鲸科技为电信运营商、政府及企业客户提供基于云计算、大数据和人 工智能的数字化转型解决方案。德固特与浩鲸科技的联姻，绝非简单的资本运作，而是两家在各自领域 深耕多年、具有全球化视野和强大实力的企业，在国家战略指引下实现双方在新质生产力要素层面的深 度重构。 在国家大力倡导发展新质生产力、推动制造业高端化智能化转型的背景下，深交所创业板上市公司青岛 德固特（300950）节能装备股份有限公司(股票简称：德固特，股票代码：300950.SZ)近期抛出了一份 重磅并购方案：公司拟通过发行股份及支付现金方式，收购国际化软件与信息技术服务商浩鲸云计算科 技股份有限公司(以下简称"浩鲸科技")100%股权，并募集配套资金。这不仅是两家行业佼佼者的强强联 合，更是传统高端制造企业拥抱数字科技、加速向新质生产力跃迁的战略性举措。 "硬制造+软服务"的协同裂变，本次并购的核心价值在于深度融合双方优势，激发"1+1>2" ...

打开文心快码Zulu智能体，它的界面和之前用的工具不太一样。不是简单的聊天框或者行内提示，而是一个更系统的工作台。我尝试着不是问它怎么写某个 函数，而是直接描述我的目标：我想重构这个PythonFlask后端项目，目标是模块解耦，提高测试覆盖率到80%，并实现基于Docker的自动化部署流程。 作为一个老码农，对各种新出的AI编程工具总是忍不住想试试。市面上主流的Copilot、Tabnine这些都用过不短时间。说实话，它们帮我补全个代码片段、 写个简单函数确实挺快，省了不少敲键盘的功夫。但时间一长，感觉就有点瓶颈了。工具之间功能重叠不少，都是围绕局部代码生成打转。真遇到想整体优 化一下开发流程，比如重构一个老旧模块，或者把测试部署这些环节串得更顺滑点，它们就显得力不从心了，更像是个高级点的代码提示器。 最近刷到消息，说百度旗下的文心快码，宣传说能搞开发流水线，听着挺玄乎。抱着试试看又有点怀疑的心态，我决定拿手头一个实际项目来检验下。这个 项目是个内部运维数据面板的后端部分，技术栈是PythonFlask加一些数据处理库。痛点在于：代码结构有点乱，不同功能模块耦合度高；测试覆盖率低，每 次改点东西都提心吊胆； ...

2017年，亚马逊的机器学习专家发现了一个大问题：他们的招聘算法似乎不喜欢女性。 据路透社报道，亚马逊的一个团队自2014年开始一直在开发计算机程序，审查求职者的简历。当时，这还是个实验性的招聘工 具，但亚马逊一度对它寄予厚望。根据知情人士的说法，亚马逊希望这个工具能成为公司的增长引擎，像"秘密武器"一样的存 在：给它100份简历，几秒后就能筛选出前五名。对于有超过100万员工的亚马逊来说，这的确是个能够迅速提效的办法。 但很快，这个AI程序就暴露出明显的性别歧视倾向。工程师经过调查发现，这个程序偏爱男性应聘者，是因为它学习的样本来自 过去10年内亚马逊收到的所有简历，而这些简历中，原本男性申请者就偏多，并且最终录取的员工中也是男性居多。 亚马逊对程序进行了修改，使其对一些特定术语保持中立，但也无法保证机器不会想出其他可能具有歧视性的筛选候选人的方 法。最终，亚马逊解散了该团队。 作为全球最大的电商平台，亚马逊走在技术的前沿，自然也最容易踏入技术的阴影。如今，随着AI技术越来越深度地嵌入各行各 业的组织内部，也会慢慢渗透进更多组织的文化和价值观。我们很容易看到技术解放生产力、颠覆职场的光明未来，却也在狂热 的 ...

许多组织常常落入这样的定价陷阱：为了提高市场接受度、鼓励试用或表示友好，而选择提供免费的产 品或服务。然而，消费者心理学与行为经济学的研究表明，"免费"常常伴随着高昂的隐性成本。一旦消 费者将"免费"视为参考价格，后续收费将变得困难，甚至根本行不通。更糟的是，消费者往往低估免费 产品或服务的价值，容易过度使用或滥用，从而形成难以逆转的预期，并威胁长期的商业可持续性。 好消息是，该研究也提出了一些策略，在不影响消费者感知价值（perceived value）的前提下，帮助企 业充分发挥"免费"定价的优势。 收点费总比免费更好 消费者往往将价格与价值画上等号。当你为一项产品或服务定价，即使只是象征性地少量收费，也会促 使人们更加细心地对待、负责任地使用产品，并认可其价值。 埃及的两个公园便能很好地说明这一点。2005年，开罗的爱资哈尔公园（Al-Azhar Park）开放之初，收 取入园费用的做法曾引发争议。毕竟，当地居民为何要为进入城市公共绿地付费？但这象征性的低价门 票，不仅激发了人们的公共责任感，还促使游客更可能自觉维护环境卫生，妥善处理垃圾。与此同时， 这笔收入也为公园的日常维护提供了稳定资金，使其不再完 ...

Group 1 - The core strategy of the company is to drive growth through a dual business model, focusing on both traditional gold and jewelry retail and information technology services [1][2] - The traditional gold and jewelry segment targets the mid to high-end market with a competitive pricing strategy, emphasizing value for money [1] - The company aims to enhance store efficiency by improving brand management and developing distinctive products that reflect its unique brand identity [1] Group 2 - After acquiring Kaike Weishi, the information technology segment has become a strategic focus, with the company leveraging Kaike Weishi's expertise in financial technology [2] - Kaike Weishi has established itself as a leader in the fintech sector, serving over 200 banking clients and excelling in wealth management solutions and payment clearing services [2] - The integration of AI applications and blockchain technology into the company's offerings is expected to drive future growth, particularly in digital currency and AI finance [2]

Group 1: Industry Overview - The Chinese software industry has experienced significant growth and has become a leader in global software technology. The focus on software quality has become a key aspect of industry development, with software testing services playing a crucial role in ensuring quality [1] - Software testing services effectively identify and fix defects, enhance product stability and user experience, significantly reduce maintenance costs and risks, ensure data security and system reliability, and optimize development processes through continuous feedback, which is essential for gaining market competitiveness [1] Group 2: Company Expertise - Huibo Yuntong (301316) has over a decade of experience in the research and development of general intelligent terminals and mobile communication services. The company has established a professional testing service system and conducts mobile intelligent terminal testing in over 200 cities globally under various network environments [1] - The company specializes in full-stack testing, combining theory and practice to cover the entire product lifecycle. It provides comprehensive testing services including test planning, design, execution, management, and quality assessment across various industries such as telecommunications, internet, finance, and intelligent manufacturing [3] - Huibo Yuntong is committed to exploring and practicing automation testing technology, possessing various automation testing capabilities and rich R&D experience. The company has formed a specialized automation testing team that ensures smooth and efficient implementation across different testing frameworks and scenarios [4] Group 3: Field Testing Services - With over ten years of experience in field testing, Huibo Yuntong conducts on-site communication protocol and interoperability testing between communication terminals and network base stations in various global cities. This service confirms the communication functionality, performance, and network compatibility of terminals [5] - The company's field testing services include global operator certification testing, network compatibility testing, specialized testing, and localized testing services, ensuring stable operation of communication products worldwide. Huibo Yuntong has built long-term partnerships with major clients, including China Mobile (600941), Xiaomi, Samsung, and Huawei, providing professional testing services [5]

我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2025年7月14日 | ● 国内金融市场 ● | | | o | 股指期货 · | | | --- | --- | --- | --- | --- | --- | | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | 上证指数 | 3510.18 | 0.01% | 上证当月连续 | 2754.60 | 0.02% | | 深证成指 10696.10 | | 0.61% | 沪深当月连续 | 4014.60 | 0.19% | | 创业板指 | 2207.10 | 0.80% | 恒生期货指数 | 31147.71 | 0.57% | 宏观消息汇总 1财政部印发《关于引导保险资金长期稳健投资进一步加强国 有商业保险公司长周期考核的通知》 2 上交所就发布实施进一步深化科创板改革配套业务规则答记 者问 3.科创板试点IPO预先审阅机制 适用情形明确 二、行业最新动态 1.上海国资委召开稳定币学习会 行业发展有望加快,相关个股: 艾融软件(920799)、古鳌科技(300551)等 2.全年内需或保持两位数以上增速 工程机械行业有望迎来 ...

Core Insights - The report indicates a "relatively hot" market sentiment with a composite score of 74, suggesting a positive outlook for the market [6][9]. - Recent policy support and improved market sentiment have led to a gradual upward trend in the market [9]. Market Themes Tracking - **Data Theme**: The National Data Bureau and the State Administration for Market Regulation have introduced measures to enhance data circulation efficiency, potentially increasing efficiency by 30% [7]. - **Cross-Border Payment Theme**: The People's Bank of China has simplified conditions for foreign institutions to participate in the Renminbi cross-border payment system, reflecting China's commitment to promote the global use of the Renminbi [7]. - **Innovative Drug Theme**: The National Healthcare Security Administration and the National Health Commission have issued measures to support the high-quality development of innovative drugs, emphasizing the use of healthcare data in drug development [7]. Market Capital Flow - The report lists the top ten stocks with the highest net inflow, with Dongfang Caifu (300059.SZ) leading at 159,736.05 million [10]. - The report also highlights the top ten stocks with the highest net outflow, with Tianfu Communication (300394.SZ) showing a net outflow of -61,119.45 million [12]. Industry Analysis - The non-bank financial sector has seen significant net buying, indicating investor optimism [19]. - Conversely, the food and beverage sector has experienced substantial net outflows, suggesting a bearish sentiment among investors [17].

高盛周末宏观电话 - 现已提供 20250611 摘要 美国可能对多国征收关税，税率范围在 25%至 50%，但具体实施时间 和范围尚不明确，预计最终有效关税率可能比目前高出约 5 个百分点， 年底前可能实现 3 个百分点。中国受到的直接影响假设较小，但需关注 芬太尼关税及基础性产品关税调整可能引发的贸易摩擦。 美元走弱趋势暂停，受外国持有美国资产对冲流动放缓影响。未来美元 走强可能由美国经济数据疲软导致美联储加速降息，或中美达成贸易协 议时涉及汇率条款触发。美国 CPI 数据短期影响有限，但需关注市场对 7 月或 9 月降息概率的重新定价。 标普 500 指数价格回报预测上调至年底 6,600 点，明年中旬 6,900 点， 主要驱动因素包括美联储降息预期、债券收益率下降、大型股票基本面 增强以及投资者对温和业绩增长的容忍。当前市场广度狭窄，未来 6-12 个月可能出现 10%左右的回调。 市场广泛化更有可能发生，美联储降息预期利好经济环境改善。对 2026 年盈利增长的预测存在分歧，高盛预计经济活动将加速，关税不 确定性消退后，投资者将寻找表现落后的标的，推动市场扩张。 Q&A 本周美国出台了哪些新的关税 ...

Core Viewpoint - The company is planning a significant asset restructuring by acquiring 100% of Haowei Cloud Computing Technology Co., Ltd. through a combination of issuing shares and cash payment, which will enhance its core competitiveness and expand its business into digital and intelligent solutions [2][3][6]. Group 1: Transaction Details - The company announced it will issue shares to no more than 35 specific investors to raise funds, with the total number of shares not exceeding 30% of the total share capital post-transaction [3][4]. - The share price for the acquisition is set at 14.35 yuan per share, which is at least 80% of the average trading price over the last 120 trading days [3][5]. - The funds raised will be used for cash payments related to the transaction, intermediary fees, and to supplement working capital [4]. Group 2: Company and Target Overview - The company specializes in high-tech energy-saving and environmental protection equipment manufacturing, serving sectors such as chemicals, energy, metallurgy, and waste treatment [5]. - The target company is an international software and IT service provider, focusing on digital and intelligent solutions for telecom operators, cloud infrastructure service providers, and government enterprises, with significant overseas business advantages [5][6]. Group 3: Strategic Implications - The acquisition is expected to diversify the company's business from energy-saving equipment manufacturing to include telecom software development, cloud and AI software services, and industry digital solutions, creating a second growth curve [6]. - The company anticipates that the transaction will not change the actual controller of the company and will enhance its risk resistance and profitability [6].