用友网络科技股份有限公司向港交所提交上市申请书，联席保荐人为招银国际、中信证券。 ...

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伴随千行万业伙伴的携手共建，2025年的鸿蒙生态已从"破土萌芽"走向"枝繁叶茂"，一个根植于中国、 面向全球的全新生态正以前所未有的速度茁壮成长。 作为鸿蒙生态的核心共建者，华为始终以产业需求为导向，推动人才培育与市场应用的无缝衔接。近 日，华为终端全球生态发展总裁宁胜蓝分享了鸿蒙生态建设的最新进展，鸿蒙注册开发者已超1000万， 搭载HarmonyOS 5、HarmonyOS 6 的终端设备数量已突破3200万台，覆盖手机、平板、PC、穿戴、智 慧屏等60余款硬件。 鸿蒙生态的持续繁荣，既对人才建设提出了迫切需求，也创造了前所未有的历史性机遇。第三方数据显 示，未来三年，鸿蒙开发等领域的新增人才需求预计近百万，一场生态与人才的"双向奔赴"正在上演。 从"可用"到"好用"：生态繁荣催生人才新蓝海 对此，宁胜蓝表示，"全新的操作系统给了鸿蒙和伙伴、开发者一起从底层实现全面创新的无限可能。" 鸿蒙扎实的产业普及与生态繁荣，正在成为人才需求激增的根本动力。专业机构调研显示，未来三年鸿 蒙人才呈现供不应求的状态，同时，鸿蒙工程师薪资水平处于行业前列，平均月薪高出行业平均水平 9%。 "学练考证"全链条：产教融合共育人 ...

Core Insights - The discussion around "Context Graph" emphasizes that capturing the reasoning behind decisions is more valuable than merely recording data [3][4][10] - The next trillion-dollar platform will not just enhance existing record systems with AI but will focus on understanding the reasoning behind data and actions [3][10] Group 1: Context Graph Concept - Context Graph is formed by accumulating decision traces, which include the reasoning behind decisions, exceptions, and past cases [3][8] - The core of the Context Graph is to capture the decision-making process rather than just the data itself [3][8] - The accumulation of decision traces will provide a comprehensive record of how decisions are made, transforming implicit knowledge into core data [17][18] Group 2: Importance of Decision Traces - Decision traces are essential for understanding the "why" behind decisions, which are often scattered across various communication platforms and systems [6][11] - Capturing these traces allows organizations to audit automated systems and convert exceptions into precedents, enhancing operational efficiency [19][20] - The lack of decision traces is a significant barrier for AI agents in real-world workflows, as they rely on the same critical information that human employees use for judgment [11][12] Group 3: Challenges in Building Context Graphs - Three core challenges in constructing Context Graphs include capturing tribal knowledge, referencing past decisions, and conducting cross-system analysis [21][22] - Existing systems often fail to capture the dynamic nature of decision-making processes, leading to fragmented information [23][27] - The "double clock problem" highlights the difficulty in recording both the current state and the events leading to that state, which is crucial for understanding organizational dynamics [24][26] Group 4: Opportunities for Startups - Startups have three potential paths: replacing existing record systems, modular penetration into specific workflows, or creating entirely new record systems focused on decision traces [69][70][71] - High labor costs and complex decision-making processes signal opportunities for automation through AI agents [73] - Organizations at the intersection of systems often require new roles to manage workflows, indicating a need for agents that can automate these roles and capture decision-making processes [74][75] Group 5: Future of AI and Context Graphs - The future of AI may not solely focus on continuous learning but rather on developing a world model that evolves with each decision made by agents [51][53] - Context Graphs serve as the world model for organizations, enabling simulations of future scenarios based on historical decision-making patterns [44][47] - The next trillion-dollar platform will likely emerge from capturing decision traces rather than merely enhancing existing data with AI capabilities [76][77]

据招股书，用友网络是全球领先的企业软件与智能服务提供商，致力于应用以AI、大数据、云计算为核心技术的企业数智化软件与智能服务的研发创 新、销售与服务。根据弗若斯特沙利文的资料，以2024年收入计，该公司是中国企业软件及服务市场最大的市场参与者。该公司的战略重点是通过开发 为企业应用量身定制的AI智能体集群，引领行业创新。 智通财经APP获悉，用友网络科技股份有限公司(简称：用友网络)(600588.SH)于6月27日所递交的港股招股书满6个月，于12月27日失效，递表时招银国 际、中信证券为其联席保荐人。 ...

智通财经APP讯，金山软件(03888)发布公告，于2025年12月29日，金山办公董事会已决议根据金山办公 2025年股票激励计划预留授予，向47名激励参与者(包括金山办公多名核心管理人员及技术骨干)授予合 共66.9万股限制性股票，授予价格为每股限制性股票人民币150.56元，以在表扬激励参与者所作的贡献 并留住金山办公集团所聘的优秀人才。 ...

Core Insights - The article discusses the transition from AI agents functioning as "Copilots" to "Fully Autonomous Agents," emphasizing the importance of granting autonomy to these systems rather than just enhancing their model capabilities [4][10] - The report highlights the significant implications of this shift, including increased operational costs due to higher token consumption and the need for new business models in the SaaS industry [4][22] Group 1: AI Agent Evolution - AI agents are currently operating under constraints, primarily as "Copilots," but are expected to evolve into "Fully Autonomous Agents" by 2026, capable of independent decision-making and task execution [10] - The future AI agents will transform into "Supertools," actively collaborating and reshaping organizational structures and workflows [10][11] Group 2: Key Predictions for 2026 - Voice AI is predicted to lead the charge, with companies in this sector experiencing the fastest employee growth, indicating a shift from text-based to conversational interfaces [14][15] - A surge in mergers and acquisitions (M&A) is anticipated as large enterprises seek to build comprehensive AI solutions, particularly in sales and marketing sectors [18] - Profit margins are expected to be squeezed due to the rising costs associated with reasoning models, prompting companies to shift from seat-based pricing to usage-based or outcome-based billing [22] Group 3: AI Agent Ecosystem - The AI agent ecosystem is vast and fragmented, with over 500 companies involved, spanning infrastructure and application sectors [22] - The market is divided into two main categories: Infrastructure companies that provide foundational tools and Applications that address specific business challenges [22] Group 4: Coding Trends - The software development sector is experiencing intense competition as AI agents transition from "GitHub Copilot" to "AI Software Engineers," capable of autonomous task planning and bug fixing [36] - The emergence of reasoning models is increasing operational costs, necessitating that coding AI agents remain cost-competitive to ensure widespread adoption [37] Group 5: Vertical Applications - AI agents are moving beyond general office applications into vertical industries like e-commerce and heavy industry, fundamentally altering operational models [44] - In retail, AI is shifting from "human search" to "AI purchasing," driven by generative engine optimization, with brands needing to adapt to ensure visibility in AI-generated recommendations [45][47] - Industrial AI agents are expected to evolve from assisting human workers to fully autonomous operations, controlling machinery and managing supply chains independently [49]

Group 1 - Trifork Group AG initiated a share buyback program on 22 December 2025, which will run from 23 December 2025 to 26 February 2026 [1] - The total budget for the share buyback program is DKK 14.92 million, approximately EUR 2 million [2] - As of 23 December 2025, Trifork has repurchased 3,000 shares at an average price of DKK 88.97, totaling DKK 266,910 [2] Group 2 - After the share buyback, Trifork holds a total of 222,735 treasury shares, which is 1.1% of the total share capital [3] - The total number of registered shares in Trifork is 19,744,899, leading to 19,522,164 outstanding shares after accounting for treasury shares [3] - Trifork is a global technology company specializing in innovative digital products and solutions for various sectors, including public administration and healthcare [4]

Oracle Corp. (NYSE:ORCL) is on pace for its worst financial quarter since 2001, with shares sliding over 30% in the past three months as Jefferies analyst Brent Thill warns that the tech giant's immediate future is now linked to the financial health of its primary, yet opaque, partner: OpenAI.Check out ORCL’s stock price here.From Hype To ‘Show Me’Thill, in a conversation with CNBC, noted that the market has shifted rapidly from an era of “AI hype” to “AI show me,” where investors demand tangible revenue to ...

Core Viewpoint - Nvidia is expected to perform well in 2025, but Palantir Technologies may see a larger percentage increase in stock value, potentially over 150% [1] Group 1: Company Performance - Palantir reported a total revenue of $1.18 billion in Q3 2025, reflecting a 63% year-over-year increase and an 18% quarter-over-quarter increase [4] - Nvidia's Q3 revenue reached $57 billion, marking a 62% year-over-year increase and a 22% quarter-over-quarter increase [7] Group 2: Revenue Sources - Palantir generates the majority of its revenue from U.S. contracts, particularly with the federal government, but its U.S. commercial revenue is growing faster than government revenue [5] Group 3: Revenue Guidance - Palantir forecasts a quarter-over-quarter revenue growth of 12.5% for Q4, while Nvidia projects a growth of 14% [8] Group 4: Valuation Metrics - Nvidia's forward price-to-earnings ratio is approximately 24.8, with a PEG ratio of 0.72, indicating an attractive valuation [12] - Palantir's forward price-to-earnings ratio is 192.3, with a PEG ratio over 3.0, suggesting it is significantly more expensive than Nvidia [13] Group 5: Investment Proposition - Despite Palantir's impressive revenue growth, Nvidia offers a better risk-reward proposition due to its lower valuation [15]