此前，1月8日智谱上市首日，智谱首席科学家唐杰在内部信中就透露即将推出新一代模型 GLM-5。2月2日，唐杰发微博明确表示最近智谱将发布GLM-5。 GLM-5，呼之欲出。 近日， 全球模型服务平台OpenRouter悄悄上线了一个匿名模型，代号为"Pony Alpha"，因 其强大的编码能力及针对智能体工作流的深度优化，迅速引发开发者社区关注，在海外社区爆 火。 OpenRouter官方推文介绍称，"它是新一代基础模型，在编程、推理和角色扮演方面表现强 劲，并针对Agent工作流做了优化，工具调用准确率极高。" 神秘模型究竟出自何方？OpenRouter合作方Kilo Code在其博客中仅留下一个隐晦的线索，称 Pony Alpha是"某个全球实验室最受欢迎的开源模型的专项进化版"。 Pony翻译成中文是"小马"，2026年是中国马年，业内普遍推测这款模型大概率出自中国企 业，结合多位技术专家与网友的实测与分析，目标锁定在两个国产大模型上：智谱GLM-5， 或者DeepSeek-V4。 记者丨 陈归辞 编辑丨卜羽勤 2月9日，智谱（2513.HK）股价强势拉升，收盘大涨36.22%，市值一举突破1200亿港 ...

中国上市公司网/文 日辰股份(603755.SH)近日公告，拟以总计2.66亿元通过股权受让及增资方式投资北京东方金信科技股份 有限公司(以下简称：东方金信)，交易完成后将持有后者13.12%股权，成为其第三大股东。该投资属于 财务性投资，标的公司不纳入上市公司合并报表范围。 东方金信是一家专注于大数据基础软件研发的企业，围绕数据集成、存储、治理、分析等全生命周期提 供基础软件及服务。公司以"海盒"为产品品牌，已形成大数据平台、分布式数据库及数据开发工具等一 体化产品矩阵。财务数据显示，2025年1-9月公司实现营业收入1.78亿元，净利润1153.67万元。 从技术实力与行业定位来看，东方金信的业务布局兼具广度与深度。在核心的数据库领域，其自主研发 的海盒通用数据库(SeaboxSQL)已通过中国信息安全评测中心最高等级的安全可靠测评，并获得 EAL4+安全认证，在党政、军工等高安全要求场景中实现了对国外传统数据库的替代，这与达梦数据 在关键行业国产化替代中的定位有相似之处。同时，公司推出的海盒MPP数据库(SeaboxMPP)则是一款 面向海量数据分析的分布式并行数据库，擅长处理大规模数据仓库与商业智能查 ...

Group 1: Company Overview - Workday, Inc. (NASDAQ:WDAY) specializes in enterprise cloud applications, focusing on financial management and human capital management software, competing with Oracle and SAP [1] - The current market capitalization of WDAY is approximately $40.9 billion, indicating its substantial presence in the market [3] Group 2: Leadership Changes - The current CEO is stepping down, and cofounder Aneel Bhusri is returning to the CEO position for the fourth time, which could impact investor sentiment and the company's strategic direction [2][5] Group 3: Stock Performance - WDAY's stock price is currently $153.18, reflecting a decrease of 5.98% or $9.75, potentially influenced by leadership changes [2] - The stock has shown volatility, with a yearly high of $281 and a low of $147.35, indicating significant price movement [3][5] - Today's trading volume for WDAY is 6,454,204 shares, suggesting active investor interest [4] Group 4: Analyst Insights - Stifel Nicolaus analyst Brad Reback has lowered the price target for WDAY from $235 to $175, indicating a potential upside of approximately 14.33% [1][5]

Market Overview - The S&P 500 gained over 40 points to reach 6975, just 27 points shy of its all-time high, driven by a tech rally led by NVIDIA [1] - The 10-year yield decreased as investors bought Treasuries, despite China advising its banks to avoid U.S. paper [1] - Silver saw a significant gain of 7% [1] Sector Performance - The tech sector has shown a broadening out of gains, with the equal-weighted index outperforming the cap-weighted index, indicating a rotation into less tech-dominated stocks [1][2] - Hedge funds have reportedly added record shorts on U.S. equities, reflecting a cautious market sentiment [1] Earnings and Economic Indicators - Q4 earnings reports have been strong, beating estimates more than in the previous three quarters, contributing to positive market sentiment [2] - The New York Fed's recession probability indicator has been elevated but is showing signs of improvement as the yield curve steepens, suggesting a lower probability of recession [2] Company Insights - Companies like Ford, Coca-Cola, McDonald's, and Kraft Heinz are expected to provide insights into consumer spending trends in upcoming reports [1] - Cadillac is making a significant push into Formula 1, aiming to attract a new fan base and leverage its American heritage through high-profile marketing efforts, including a Super Bowl commercial [2][3] Commodities and Investment Trends - The oil market is experiencing a tight trading window, with geopolitical risks potentially driving prices higher despite claims of a supply glut [5][6] - There is a noted shift in investment from tech to asset-heavy sectors, with commodities like metals and energy seeing increased interest [6] Competitive Landscape - Novo Nordisk is engaged in a legal battle with Hims & Hers, which has implications for the weight loss market, as Novo seeks to protect its intellectual property rights [4] - Eli Lilly is outperforming Novo in the obesity treatment market, with growth guidance indicating a 25% increase compared to Novo's projected 9% decline [4]

Core Insights - Simulations Plus, Inc. has announced the extension of two research collaborations with the FDA and NIEHS, focusing on new approach methodologies (NAMs) and computational approaches for food and chemical safety assessments [1][2][4] FDA Research Collaboration - The collaboration with the FDA's Human Foods Program will continue to utilize computational models for chemical safety assessments related to food substances [4] - The FDA has chosen to extend this collaboration to enhance AI-based safety models, supported by new federal funding aimed at modernizing food and chemical safety [5] NIEHS Research Collaboration - The partnership with NIEHS will concentrate on computational methods relevant to environmental and exposure-related chemical safety research, aligning with NIEHS's mission to investigate environmental impacts on human health [6][7] - This collaboration is part of a national initiative to modernize chemical safety assessments using AI-driven methodologies [7] Advancing NAM Research - The extensions of these collaborations indicate a sustained federal interest in computational and AI-based approaches, areas where Simulations Plus has established technical expertise over the years [8] - The company has been instrumental in developing model-informed drug development practices for 30 years, contributing to standardized methods accepted by both industry and regulators [9]

Management repeatedly emphasized progress in shifting the business upmarket. Schuck said upmarket revenue grew 6% year-over-year in what he described as the company’s seasonally largest upmarket quarter. O’Brien said ZoomInfo has shifted four points of business upmarket over the past year and exited 2025 with 74% of the business “now upmarket,” adding that the company now expects to reach an 80% upmarket mix exiting 2027, “several years ahead” of its initial timeline.Chief Financial Officer Graham O’Brien s ...

Group 1 - The term "Software-mageddon" describes a significant sell-off in software and tech stocks due to fears that generative AI could render traditional software companies obsolete, with the North American Tech-Software iShares ETF (IGV) dropping 24.6% year to date as of February 9 [1] - Analyst Dan Ives from Wedbush believes the market's pessimism regarding software companies is exaggerated, asserting that the AI Revolution is accelerating and that 2026 will be a pivotal year for AI [2] - Lindsey Bell, CIO at 248 Ventures, noted that despite strong quarterly results from many tech companies, there are concerns about the sustainability of AI demand and the profitability of current spending [4] Group 2 - Bell highlighted that some companies are currently integrating AI into their systems and have strong revenue and profitability, suggesting that their stock declines are unwarranted [7] - Chris Versace pointed out that prominent figures in the tech industry, including CEOs from Nvidia, AMD, and Arm Holdings, criticized the sell-off, emphasizing that AI is a tool to enhance software rather than a threat to the industry [6] - The overall sentiment in the tech sector is cautious, with some investors opting to take profits until there is clearer visibility on profitability [5]

Software stocks are unraveling fast as investors rethink AI winners, pushing capital out of high-growth tech and back into value stocks and cyclical corners of the market. Over the past week alone, the sector — tracked by the iShares Tech-Expanded Software Sector ETF (NYSE:IGV) — has fallen nearly 20%, extending losses to more than 30% from its late-October highs. The catalyst isn't higher rates or weaker demand — it's growing fear that AI itself may disrupt the very companies once seen as its biggest b ...

Group 1: Technology Sector Performance - The technology sector showed signs of recovery, with a 1.5% increase, but remains down 2% over the last 10 days, indicating volatility in the market [1][2][3] - The semiconductor sector performed relatively well, with notable gains: Intel up 18%, ARM up 8%, and Western Digital up 18%, while AMD and Qualcomm saw declines of 14% and 10% respectively [2] - Software stocks faced significant losses, with major players like Microsoft down 12%, SAP and Oracle down 14%, and Atlassian down 34%, suggesting ongoing challenges in this segment [3][14] Group 2: Economic Indicators and Market Reactions - The dollar index showed a decline of 0.8%, indicating potential implications for commodities and stocks, with concerns about interest rates and fiscal sustainability [5][6][8] - Upcoming economic reports, including job market data and consumer inflation, are expected to create volatility, with a medium forecast of 70,000 job creations but a wide range of estimates from -10,000 to 135,000 [29][30] - The Federal Reserve is anticipated to maintain a cautious approach, with expectations of rate cuts later in the year, which could support equity markets [102][104] Group 3: Investment Opportunities in Women's Sports - Ariel Investments Project Level successfully completed a funding round of $250 million, emphasizing the growing commercial viability of women's sports [77] - The investment strategy focuses on building a sustainable ecosystem around women's sports, including teams and related businesses, to enhance profitability and player salaries [86][90] - The ongoing negotiations in women's sports leagues, such as the WNBA, reflect the increasing economic potential and recognition of player value, indicating a shift in the market dynamics [93][95] Group 4: Market Volatility and Technical Analysis - The S&P 500 bounced off the 100-day moving average, indicating a potential recovery, with a focus on breaking the 7,000-point milestone [98][100] - The tech sector's performance is crucial for the S&P's movement, as it has not reached new highs since October, largely due to weakness in software stocks [104][106] - Increased single stock volatility has led to a greater reliance on technical analysis, as price movements deviate from fundamentals, creating opportunities for traders [107][109]

Core Viewpoint - Monday.com (NASDAQ:MNDY) is facing significant challenges despite a strong fourth-quarter performance, with a notable drop in stock price following a weaker-than-expected revenue outlook for 2026 [2][5][6] Financial Performance - The company reported adjusted earnings of $1.04 per share for the fourth quarter, exceeding expectations of 92 cents [3] - Revenue for the fourth quarter increased by nearly 25% to $333.88 million, surpassing forecasts of $329.7 million [3][5] - The non-GAAP operating margin decreased to 12.5%, and the free cash flow margin dropped to 17.0%, raising concerns about slowing growth and margin pressure [3] Stock Performance and Market Reaction - Following the release of its weaker revenue guidance for 2026, Monday.com's stock dropped over 20% [2][6] - The stock experienced a significant decline of over 19% due to concerns about AI's impact on the software industry and disappointing revenue projections for the current quarter [4] - Oppenheimer set a price target of $130 for MNDY, indicating a potential increase of about 70.09% from its current price of $76.43 [1][6] Future Outlook - Monday.com projected its 2026 revenue between $1.45 billion and $1.46 billion, which is below analysts' average estimate of $1.48 billion [2] - For the current quarter, the company projected revenue between $338 million and $340 million, falling short of the $343 million anticipated by analysts [4]