受第四季度业绩不及预期及2026年展望疲软拖累，法国工业软件巨头达索系统（Dassault Systemes SE）周三欧股早盘一度暴跌21%，接近创下上 市以来最大盘中跌幅。该股在巴黎交易所开盘后即触发短暂交易暂停，目前跌幅仍维持在19%附近。 据彭博汇编数据，达索系统第四季度营收为16.8亿欧元（约20亿美元），同比下降4.1%，低于市场预期的17.4亿欧元。公司预计2026年non-IFRS 营收增幅为3%至5%，同样未达分析师预期。这家曾被英伟达CEO黄仁勋称为"工业AI前沿中心"的企业，正面临传统软件业务被新兴AI工具加速 替代的担忧。 尽管公司此前将AI技术浪潮视为工业软件升级的重要驱动力，最新业绩却反映出其转型进程不及预期。摩根大通分析师Toby Ogg团队在报告中指 出，公司给出的增长预测"甚至低于最悲观投资者的预期"。面对来自生成式AI等新兴工具的竞争，达索系统的疲弱指引进一步加剧了市场对传统 工业软件业务护城河收窄的担忧。 英伟达供应商遭遇挫折 尽管英伟达是达索系统的客户之一，后者为其提供生成式3D虚拟环境软件，但这一合作关系并未能缓解市场对业绩疲软的强烈反应。 英伟达CEO黄仁勋上周接受 ...

Company Overview - ETOLF is preparing to release its quarterly earnings on February 11, 2026, with expected earnings per share of approximately $0.016 and projected revenue of around $7.43 million [1][6] - The company has a price-to-earnings (P/E) ratio of 28.21, indicating strong investor confidence in its earnings potential [1][6] Financial Metrics - The price-to-sales ratio is 2.95, reflecting the market value relative to sales, while the enterprise value to sales ratio is 3.49, suggesting a higher total valuation compared to revenue [2] - ETOLF's enterprise value to operating cash flow ratio is 10.67, indicating how efficiently the company generates cash from its core business activities [3] - The earnings yield stands at 3.55%, showing the percentage of each dollar invested that was earned by the company [3] - The debt-to-equity ratio is 0.31, indicating a conservative approach to financing, appealing to risk-averse investors [4][6] - The current ratio of 2.56 highlights ETOLF's strong liquidity and ability to cover short-term liabilities with its short-term assets [4][6] Industry Context - In the competitive landscape, companies like Upland Software and Coveo are advancing in AI-powered solutions, showcasing the dynamic nature of the industry in which ETOLF operates [5]

即日起，"码道"个人版已面向所有开发者免费开放。用户只需登录华为云官网，搜索"码道"或访问 CodeArts产品页面，即可参与公测，抢先体验AI驱动的"编码自动驾驶"新范式，在新的一年里开启高 效、智能的研发之旅。（张阳） 作为一款深度融合AI能力的智能编程工具，"码道"集成了编程环境、自主开发模式与代码库深度检索三 大核心能力，打造了一个"自带AI大脑"的一体化开发平台。开发者只需用自然语言描述需求，AI即可自 动生成完整、可用的代码，真正实现从需求到落地的"端到端"智能编码体验。 目前，"码道"已在项目级代码生成、智能代码续写、研发知识问答、单元测试用例生成等多个关键场景 取得显著突破，大幅降低开发门槛，提升软件交付效率与质量。更值得一提的是，华为云明确表示， 由"码道"生成的代码版权完全归属用户，充分保障开发者权益。 【环球网科技综合报道】2月11日消息，在马年春节前夕，华为云推出"码道"（CodeArts）代码智能 体，并正式启动万人规模公测，为广大开发者送上一份高效、智能的"新春编码大礼"。 ...

导火索很直接：美国在格陵兰岛问题上的强硬态度，让丹麦民众反美情绪高涨。 21岁 青年开发"UdenUSA"（意为"没有美国"）应用，通过扫描商品条码识别产地，下载量超 10 万次。丹麦最 大连锁超市主动标注欧盟替代商品。 大家不想再被美系生态绑定，开始主动寻找替代方案。 于是， 中国软件成了丹麦人的热门选择 。 办公用 WPS 365，跨国会议自动显示时区，不用手动换算，效率拉满；日常刷微博、B 站，追求"100%中国 含量"；AI 工具则用 DeepSeek 替代 ChatGPT。 最近丹麦民间掀起一股 换软件 热潮：线下抵制美国商品，线上把手机里的美系 App，悄悄换成中国软件。 （参考：大河报、央视财经，本文经由 AI 优化） ...

Core Viewpoint - Dassault Systèmes reported disappointing fourth-quarter revenue growth and 2026 revenue guidance, leading to a significant drop in share price, with shares down approximately 20% [1][2]. Group 1: Financial Performance - Fourth-quarter revenue growth was only 1%, significantly below sell-side consensus of around 3% and even below bearish buy-side expectations of 2% [1][2]. - Full-year 2025 revenue reached €6.24 billion, reflecting a 4% increase at constant currency [3]. - The company's 3DExperience platform and cloud offerings grew by 10% and 8% respectively for the year, driven by major contracts [3]. Group 2: Revenue Guidance - The 2026 revenue growth guidance of 3-5% at constant currency fell short of investor expectations, which were around 4-6% or 5-7% [2]. - Analysts expressed concerns about the achievability of the 3-5% guidance given the weak fourth-quarter growth [3]. Group 3: Segment Performance - The life sciences division, which includes the Medidata clinical trials business, experienced a revenue decline of 2% for the year due to reduced study starts by pharmaceutical companies [4]. - Revenue from the industrial innovation software segment grew by 6%, continuing to be the company's primary growth driver [4]. Group 4: Future Projections - For 2026, Dassault Systèmes forecasts an operating margin between 32.2% and 32.6%, with earnings per share projected to be between €1.30 and €1.34 [4].

据介绍，目前在设备支持上，Lobster AI已打通移动端与PC端的连接，用户可通过手机端在钉钉、飞书 等软件中进行远程交互；哪怕用户不在电脑前，也能指挥家里的Lobster AI处理紧急工作。 Lobster AI采用了类似Claude Cowork的直观GUI（图形化交互）界面；无论是资讯获取、日程管理，还 是深度数据分析，用户只需与其对话，Lobster AI便能在获得授权后，自动在本地计算机中通过程序化 方式执行复杂流程，并交付结果。 随着AI从"能聊天"迈向"能办事"的Agent（智能体）阶段，个人AI Agent已成为科技圈公认的下一波浪 潮。2月11日，网易有道正式推出桌面级Agent"Lobster AI"（中文名：有道龙虾）。这是一个定位 为"7×24 小时帮你干活的全场景个人助理Agent"，目前已在官网开放内测申请。 ...

Core Viewpoint - Autodesk has filed a lawsuit against Google, alleging trademark infringement regarding the "Flow" brand, which could confuse consumers about the products of both companies [1][2]. Group 1: Company Background - Autodesk, founded in 1982 and headquartered in San Francisco, California, is a leading global provider of 2D and 3D design, engineering, and entertainment software [1]. - In 2022, Autodesk launched the "Flow" brand, targeting film creators with a cloud platform and products like Flow Studio, which uses AI to convert live-action footage into 3D scenes [1]. Group 2: Product Comparison - Google's AI video creation tool, Flow, is set to be released on May 21, 2025, and utilizes generative AI to create visual content from scratch, incorporating technologies from Google's AI video, image generation, and language models [1]. - In contrast, Autodesk's Flow Studio focuses on computer vision and motion capture to enhance the post-production process of existing footage [1]. Group 3: Legal Allegations - Autodesk claims that Google previously stated it would not commercialize the "Flow" name but later applied for the trademark in Tonga, a country with limited public trademark application information [2]. - Autodesk argues that Google's trademark application in Tonga was a strategic move, as Google could leverage its scale to undermine Autodesk's product and trademark rights despite the success of Flow Studio [2]. - The company asserts that there has been actual confusion among users, with many mistakenly referring to Google's product as "Flow Studio" [2].

Group 1 - The core viewpoint of the article highlights the continued upward trend of certain AI application software stocks in the pre-market trading session on February 11, with notable gains observed [1] Group 2 - Cloudflare experienced a significant increase, rising over 15% [1] - Unity saw a rise of more than 2% [1] - Shopify recorded a gain of 1.5% [1]

Core Viewpoint - Palantir Technologies Inc. has expanded its partnership with Airbus SE through a multi-year agreement focused on the Skywise open data platform, enhancing operational efficiency in aviation [1][2]. Group 1: Partnership Details - The collaboration involves a multi-year agreement to further develop the Skywise platform, which integrates in-flight engineering and operational data [2]. - The Skywise platform currently supports over 50,000 users in their daily operations [2]. Group 2: Benefits of the Partnership - Palantir's Executive Vice-President, Josh Harris, emphasized that the partnership will enable the delivery of secure, AI-enabled capabilities, improving manufacturing, supply chain, maintenance, and flight operations [3]. Group 3: Market Reaction - Following the announcement, Palantir's stock price declined by 2.14% to $139.51 at market close, but saw a slight recovery of 0.26% to $139.86 in overnight trading [4].

Core Viewpoint - Dassault Systèmes' stock price experienced a significant drop of 21% in early trading, potentially marking its worst trading day in history following the release of disappointing fourth-quarter financial results [1] Financial Performance - The company reported a 5% decline in adjusted software revenue for the last three months of the previous year [1] - Total revenue for the year remained flat at €6.24 billion (approximately $7.43 billion), which was below market expectations [1] - Software revenue showed minimal growth, reaching €5.64 billion [1] - Analysts had previously projected total revenue to be around €6.3 billion [1]