在政府与国防方面，该公司为美国及其盟友（如北约）提供反恐、网络安全和情报分析工具，客户包括 CIA、FBI等。该公司曾因涉及政府监控业务而被质疑隐私问题，但也因此获得稳定政府合同。 企业服务方面，该公司帮助金融、医疗、能源等行业优化运营，例如欺诈检测、供应链管理等。 据了解，当前该公司的毛利率为80%，上个季度，该公司将27%的收入用于销售和营销，将15%的收入 用于产品开发。随着Palantir向世界各地的组织机构销售高利润软件，这些成本在收入中所占的比例应 该会更小。 近日，市场在中美接触取得进展的乐观情绪中一路上扬。 5月13日，美股Palantir（PLTR）的股价大涨8%收于历史高位，收盘价略高于128美元，盘中甚至更高， 创造了收盘和盘中纪录。 本次涨幅弥补了上周初的损失。由于业绩没有达到预期，公司股价上周在财报披露次日下跌了12%。 美国银行分析师称，那些希望受惠于人工智能发展的公司俨然已经将Palantir看成了"市场定义者"。2025 年以来，Palantir涨超70%，较一年前更是大涨超500%。 另据道琼斯市场数据，该公司的市值在13日首次超过3000亿美元的门槛。分析师对其股票的目标定 ...

Economic Indicators - The US April CPI rose by 2.3% year-on-year, the lowest level since February 2021, with a month-on-month increase of 0.2% [1] - Core CPI increased by 2.8%, marking the slowest pace since the inflation surge in spring 2021 [1] - The market's expectation for multiple rate cuts by the Federal Reserve has significantly cooled, with an over 80% probability of maintaining rates in June [1] Corporate Performance - In April, national corporate sales revenue grew by 4.3% year-on-year, continuing a steady growth trend since last year's fourth quarter [3] - Industrial sales revenue increased by 3.7%, with manufacturing sales up by 4.4% [3] - High-tech and digital economy sectors saw sales revenue growth of 15.3% and 13.4% respectively [3] Currency Exchange - The RMB/USD exchange rate returned to below 7.2, with the central bank setting the midpoint at 7.1991, a strengthening of 75 points [7] - The RMB has appreciated against a basket of currencies, with the RMB exchange rate index rebounding significantly since April's low [7] Regulatory Actions - Five departments, including the Market Supervision Administration, have held talks with major food delivery platforms like JD, Meituan, and Ele.me to address competition issues [6] - The focus of the discussions includes ensuring compliance with laws and regulations, promoting fair competition, and protecting the rights of consumers and delivery personnel [6] IPO Developments - CATL is set to launch its IPO in Hong Kong, potentially becoming the largest global IPO of the year, with expected fundraising of up to HKD 41 billion [9] - The company has received over USD 50 billion in institutional orders, indicating strong market interest [9] AI Market Trends - The usage rate of DeepSeek has dropped by over 50%, from a peak of 7% in mid-February to 3% by the end of April [11] - OpenAI's new features have led to a surge in usage for its models, indicating a competitive landscape in the AI sector [11][12] Employment Changes - Microsoft announced a reduction of nearly 3% of its workforce, affecting about 6,000 employees, as part of a strategy to streamline management levels [13][14] - This move aligns with similar actions taken by other tech giants to adapt to market changes and the challenges posed by AI advancements [13]

2025年5月15日是全国第七个"515全国投资者保护宣传日"，为了更好地发挥主流媒体在投资者保护中的 积极作用，《证券日报》社有限责任公司举办了第七届"5 15—5 19中小投资者保护宣传周"公益活动。 近期，北京神州泰岳（300002）软件股份有限公司（以下简称"神州泰岳"）董事会秘书、资本运营中心 总经理、首席品牌官张开彦接受《证券日报》记者专访，并分享了神州泰岳在践行投资者保护理念过程 中的积极举措。 "手游行业迭代快，用户偏好流动性强，这反而要求企业持续沉淀、构筑起自己的护城河。"张开彦表 示，神州泰岳的三个"坚持"，就是要在尊重产业发展规律的同时，持续做自己擅长的事情，不断提高产 品的成功率。 此外，神州泰岳还积极回应投资者询问，对投资者关心的二级市场热点事项客观真实地表述。"不蹭热 点，不搞概念炒作。" 此外，神州泰岳持续加大创新投入，以创新促提升。据介绍，神州泰岳手游团队率先将生成式人工智能 技术融入美术等生产环节，大幅提升游戏制作效率；在软件板块，神州泰岳将软件开发与AI、5G、云 计算、大数据、物联网等数字技术紧密融合，为企业级客户提供数智化产品和解决方案。 同时，张开彦强调，维护投资者利 ...

凤凰网科技讯 北京时间5月14日，据《商业内幕》报道，软件巨头微软公司周二确认，将全球裁员大约 3%，影响约6000名员工。微软称，此次裁员针对管理者，旨在提升所谓的"管理范围"，也就是每位经 理直接管理的员工数量。 其实，微软此次试图将管理层扁平化的举措在科技行业并不罕见。此前，其他科技巨头已经采取了类似 措施。亚马逊一直在努力提高每位经理可管理的员工数量。去年12月，谷歌CEO桑达尔·皮查伊(Sundar Pichai)告诉员工，作为提高管理效率的一部分，公司已经削减了10%的副总裁和经理职位。 管理层级太多、效率低下 六位微软内部人士对《商业内幕》表示，他们普遍认为把管理层扁平化的举措是件好事。一位高管坦 言，有很多经理的表现其实并不出色。另一位员工则表示，微软的职位等级和管理层级太多。由于所涉 内容敏感，这些受访者要求匿名。 这些内部人士解释称，微软之所以会有这么多管理层级，是因为该公司常常提拔优秀工程师，把晋升经 理作为对他们的一种奖励。有时，这些新晋经理手下只有一两个下属。而这些"从工程师转型而来的经 理"往往仍将大部分时间花在写代码上，并不擅长管理工作。 结果，这种过多的管理层级最终被证明效率低 ...

Market Overview - US CPI shows signs of cooling, with April CPI at 2.3%, the lowest since February 2021, while core CPI is at 2.8% [3][9] - Chip stocks support S&P 500, with a rise of over 3% in chip index after the Trump administration lifted AI chip restrictions [2][3] - Nvidia shares rose over 5% for two consecutive days, while UnitedHealth's sudden CEO resignation led to an 18% drop [2][3] - JD.com's Q1 revenue exceeded expectations at 301.08 billion RMB, with new business revenue growing by 18.1% despite increased losses [12][20] Key Developments - After the US-China tariff agreement, foreign investment banks raised China's GDP growth forecasts, with Morgan Stanley predicting accelerated exports [9] - Saudi Arabia commits to invest $600 billion in the US, covering military, technology, and infrastructure sectors, including $800 million in advanced technology investments [10] - The EU faces collective action issues in trade negotiations, as highlighted by US Treasury Secretary [11] Company Insights - JD.com reported a significant increase in its core retail business profitability, with operating profit margin rising from 4.1% to 4.9% year-on-year [20] - The AI sector is expected to see substantial growth, with Nvidia supplying 18,000 chips for Saudi AI projects [10] - SoftBank's Q4 net profit surged by 123.9% year-on-year, driven by strong AI demand [22] Industry Trends - The PCB industry is expected to benefit from reduced tariff pressures, with a positive outlook for AI-related PCB demand [23] - The AI Agent market is projected to expand significantly, potentially transforming the software landscape [23] - The export chain sector may see a rebound as tariff concerns ease, presenting opportunities for recovery [23]

特朗普关税海啸中，美国软件股凭借独特的数字化优势，正成为避风港。 据媒体周二报道，随着特朗普关税搅动市场，软件公司因其数字化业务模式而站在了有利位置。微软、 甲骨文和ServiceNow等企业因为主要销售数字产品和服务，而非实体商品，预计将受到的影响较小。 软件行业在当前环境下显得尤为有吸引力，今年以来美国软件行业指数上涨了近5%，而纳斯达克100指 数下跌了近1%。费城半导体指数下跌了4%，硬件股指数下跌了近13%。 HSBC技术研究主管Stephen Bersey表示： 软件模式有很多特性，使其在经济动荡时期具有吸引力，因此我们对它的看好程度远超硬 件。作为数字产品，软件无需实体运输，不会受到关税的重大影响。同时，关税宣布后我们 看到了疯狂的抛售，这意味着一些优质软件公司变得相当有价值。 软件股闪亮表现，硬件制造商陷困境 微软、甲骨文等科技巨头有望在贸易战中脱颖而出，而依赖实体产品的硬件公司则面临利润被侵蚀的风 险。 在软件行业中，近期微软公布的业绩超出预期，并显示其人工智能产品需求强劲，创下两年多来最大单 周涨幅。该公司还对其云计算业务做出了积极的预测。该股已较4月份低点上涨逾25%，一举超越苹 果，成 ...

Core Insights - The article emphasizes the global expansion strategy of companies listed on the Sci-Tech Innovation Board, highlighting their commitment to innovation and open collaboration in the face of globalization challenges [1][7]. Group 1: Overseas Revenue Growth - In 2024, nearly 80% of Sci-Tech Innovation Board companies achieved overseas sales, with total overseas revenue reaching 430.36 billion yuan, accounting for 30% of the board's total operating income [2]. - The overseas revenue grew by 6.1% year-on-year, outpacing the overall revenue growth of the board, indicating a successful strategy to tap into international markets [2]. - Approximately 40% of companies reported a year-on-year increase in overseas revenue that exceeded their overall revenue growth, with 173 companies seeing overseas revenue growth of over 30% [2]. Group 2: Market Penetration and Product Reach - 63 companies exported products to over 50 countries, with 25 companies achieving sales in more than 100 countries [2]. - Notable examples include Kingsoft Office, which serves over 220 countries with 630 million monthly active devices, and BeiGene, whose drug has been approved in 45 markets [2]. Group 3: Competitive Positioning and Innovation - 37 companies ranked first globally in terms of shipment volume, market share, and sales in their respective fields, indicating strong market penetration [3]. - Companies like Shanghai United Imaging Healthcare have established a significant presence in over 13,000 medical institutions globally, while LalaPlus has seen a dramatic increase in overseas revenue from 2.845 million yuan in 2023 to 72.252 million yuan in 2024 [3]. Group 4: Mergers and Acquisitions - Since the introduction of the "Sci-Tech Innovation Board Eight Articles" in June 2024, 14 cross-border acquisition transactions have been initiated by listed companies [3]. - Notable acquisitions include Suzhou MicroPort's purchase of a 51% stake in Creo Medical and Suzhou Haocen's acquisition of CadLine, enhancing their international market reach [3]. Group 5: High Margin Products and Intellectual Property - The median gross margin for overseas sales of Sci-Tech Innovation Board companies reached 40.8%, surpassing the overall gross margin of the board [4]. - Companies are leveraging patented technologies for international expansion, with 10 innovative drug companies licensing their products to foreign firms [4][5]. Group 6: Global Value Chain Reconstruction - Companies are focusing on the upstream of the value chain, redefining international competition through technological innovation [4]. - 58 companies have taken the lead in setting international standards in their fields, enhancing their influence within the industry [5][6]. Group 7: Localized Production and Employment - 110 companies have established production capacities in 37 countries, contributing to local economic development [7]. - Companies like Transsion Holdings have set up factories in various countries, creating significant employment opportunities [7]. Group 8: Contribution to Global Initiatives - Several companies are actively participating in the Belt and Road Initiative, promoting advanced manufacturing and public health solutions in various countries [8]. - Examples include SANY Heavy Industry's factory in Indonesia and Haier Biomedical's solar-powered cold storage solution in Nigeria [8].

Core Viewpoint - Nengke Technology (603859) has suspended its latest employee stock ownership plan, which was initially set to allow executives, including actual controllers Zu Jun and Zhao Lan, to purchase shares at a 50% discount [1][2] Group 1: Employee Stock Ownership Plan - The company announced on May 12 that it would cancel part of the agenda for the upcoming 2024 annual shareholders' meeting, including the 2025 employee stock ownership plan [1] - The total funding scale for the 2025 employee stock ownership plan was not to exceed 20 million yuan, with funding sources primarily from company matching funds and employee self-raised funds at a 1:1 ratio [1] - Employees would purchase shares at a price of 14.93 yuan per share, significantly lower than the market price of 31.9 yuan per share, representing a 113% premium [1] Group 2: Participation of Executives - Besides 1,408 employees, actual controllers Zu Jun and Zhao Lan will participate in the employee stock ownership plan, each holding 4.7% of the total share [2] - The combined market value of shares held by Zu Jun and Zhao Lan exceeds 2 billion yuan [2] - The company stated that the participation of actual controllers aligns with their core role in management and long-term development, enhancing employee motivation and company competitiveness [2] Group 3: Regulatory Considerations - Industry insiders noted that including major shareholders in employee stock ownership plans can lead to market speculation, as previous plans have faced inquiries from exchanges [3] - The Shenzhen Stock Exchange requires disclosure of the purpose of participation for major shareholders in employee stock ownership plans to protect the interests of minority shareholders [3] Group 4: Financial Performance - Nengke Technology's main products include the "Le Series" industrial software and "Ling Series" AI agent products, with a reported net profit of 192 million yuan for the 2024 fiscal year, a 15% decrease year-on-year [3] - The company plans to distribute a cash dividend of 0.20 yuan per 10 shares, totaling 4.88 million yuan, which accounts for 2.55% of the net profit for the period [3]

东北大学软件学院郭贵冰教授带来一款"农药配方大模型"，利用人工智能快速生成大批量合理配 方，进而破解农药传统研发过程配方较大依靠经验的痛点。他说："大模型在提高生产效率的同时大大 缩短研发周期，未来还可以收集整理建立农药专业领域的数据库，进而完善功能，对生成配方的合理性 进行深度评估。" 在特色消费品板块，一个集成的家用橱柜极具亲和感。"整体橱柜外观上看不出端倪，但其实是全 铝材质，其最大的优点是防火防潮，耐高温可达660℃，大大提高了使用的安全性能。产品本身没有甲 醛，健康品质高。"辽宁忠旺全铝智能家具科技有限公司副总经理胡琼说，产品还具有智能化水平，可 以通过声控等手段进行相应操控。 省工业和信息化厅科技处处长徐会表示，近年来我省着力推动科技创新与产业创新双螺旋提升，搭 建平台强化企业创新的主体地位，让创新链和产业链无缝对接，进而促进了我省战略性新兴产业快速发 展，战略性新兴产业产值占总产值比重增幅提升明显，居全国前列。同时产生了一批具有竞争力的新产 品、新技术、新工艺，涌现出细分领域产品具有全国唯一性的企业达133户，涵盖4个万亿级产业基地和 22个重点产业集群。 辽宁省企业产品和技术创新成果展今日开展 ...

原标题：大块玻璃怎么裁最划算？软件算法给答案 记者5月9日从南京财经大学获悉，该校计算机与人工智能学院韩伟团队自主研发的玻璃套裁优化算 法及成套应用软件，以95%的平均利用率打破外国的软件垄断，在我国玻璃工业原料利用及智能化转型 方面取得重大突破。 韩伟团队自2010年开始致力于玻璃加工行业套裁优化算法与应用软件研究。10余年来，团队分别在 套裁算法和应用软件方面取得了理论突破和良好的经济效益。不同于传统运筹学解决方案，该团队采用 模拟退火、进化算法等启发式智能优化算法，致力于提高玻璃加工套裁工序的原料（玻璃原片）利用 率，即如何在给定尺寸的原片玻璃上，尽可能切割出不同尺寸的小玻璃，以充分利用原材料，使玻璃原 料套裁率有大幅度提升。 基于上述研究，该团队开发了玻璃加工业成套套料优化软件，迫使对手大幅度降价，目前相关软件 已经在国内玻璃加工行业若干头部企业和上市公司实现集团级部署应用。相关验收报告和历史数据表 明，该团队研发的应用软件相比于国外同类软件，在套料率和运行时间方面有明显优势，每年可节省原 料成本数千万元，同步构建"经济效益+环保效益"双赢格局，为我国玻璃加工行业高质量发展注入国产 创新动能。 "在玻 ...