Core Viewpoint - The DRG/DIP concept sector experienced a significant increase of 3.87%, leading the market in terms of growth, with notable performances from stocks such as Jiahe Meikang and Saily Medical, which reached their daily limit up [1][2]. Group 1: Market Performance - The DRG/DIP concept sector had 19 stocks rising, with Jiahe Meikang hitting a 20% limit up, followed by Saily Medical at limit up, and other notable gainers including Weining Health, Dian Diagnostics, and Sichuang Medical, which rose by 11.11%, 8.65%, and 5.77% respectively [1]. - The sector saw a net inflow of 737 million yuan from main funds, with 17 stocks receiving net inflows, and 11 stocks exceeding 10 million yuan in net inflow [2]. - The top net inflow stock was Weining Health, attracting 347 million yuan, followed by Saily Medical, Rongke Technology, and Jiayuan Technology with net inflows of 166 million yuan, 83.78 million yuan, and 44.88 million yuan respectively [2]. Group 2: Fund Flow Ratios - Saily Medical, Digital Certification, and Weining Health had the highest net inflow ratios, with rates of 29.65%, 13.45%, and 12.89% respectively [3]. - The top stocks in the DRG/DIP concept based on net inflow include Weining Health with a daily increase of 11.11% and a turnover rate of 15.28%, and Saily Medical with a 9.99% increase and a turnover rate of 12.43% [3][4]. - Other notable stocks include Rongke Technology, Jiayuan Technology, and Jiahe Meikang, which also showed positive performance with increases of 0.90%, 3.27%, and 20.01% respectively [4].

根据美国劳工部的数据，今年许多雇用白领员工的行业招聘活动已经放缓，同时受过大学教育的劳动者 的失业率也在逐步走高 文｜《财经》特约撰稿人 金焱 发自华盛顿 编辑｜苏琦 在当前的技术和成本结构下，AI领域的巨额投资能否变现的问题越来越困扰投资者。美股市场科技股 持续出现剧烈波动，尤其是围绕甲骨文等公司的焦虑情绪挥之不去。当地时间12月17日周三，美股三大 指数集体收跌，纳指跌近2%，投资者继续从人工智能（AI）概念股中撤出资金。继此前被传部分数据 美国业内人士预计AI将在未来5年消除50%的初级白领岗位。 中心工程延期竣工后，甲骨文当天又传出坏消息，投资者对人工智能（AI）交易更加担忧。 AI和芯片 股拖累美股三大股指齐跌，标普道指四连跌；英伟达跌近4%，甲骨文跌超5%，CoreWeave跌超7%；特 斯拉跌超4%；投资者担心，当私募信贷市场开始收紧资助，AI基础设施建设的资金链有断裂的风险。 16日周二公布的非农就业报告未能就劳动力市场的健康状况提供足够清晰的信息，却再一次发出不祥信 号。总体失业率小幅上升至4.6%。10月和11月，信息和金融活动等拥有大量办公室职员的行业就业岗 位减少。 根据美国劳工部的数 ...

开源鸿蒙项目群工作委员会执行主席章晓峰表示，开源鸿蒙致力于打造统一数字底座，加速千行百业的 智能化升级。目前，社区已汇聚500多家合作伙伴，累计1500多款产品通过兼容性测评，贡献代码人数 突破1万人，已落地到交通、教育、医疗、金融等10多个国计民生行业。 据悉，软通天鸿操作系统6是基于OpenHarmony社区版深度定制的商用发行版。软通天鸿操作系统6围绕 跨平台兼容性、高性能显示、智能连接与开放生态四大核心维度进行了全面升级。其最大亮点在于，已 面向教育、能源、矿山、交通、商业视觉等领域推出定制化发行版，形成了从技术底座到行业实践的完 整闭环，为各行业数字化转型提供了灵活、高效、稳定的数字化基础平台。 中证报中证网讯（记者 朱涵）12月17日，软通动力（301236）在北京举办"开源鸿蒙·智绘未来"主题发 布会，推出软通天鸿操作系统6与软通华方开源鸿蒙智慧屏两款核心产品。软通动力表示，本次发布会 不仅全面展示了公司"软硬一体，全栈智能"战略的坚实成果，更为开源鸿蒙的商业化应用与生态繁荣注 入了强劲动力。 据介绍，软通华方开源鸿蒙智慧屏是行业内首款100%全国产化"软硬一体"方案。产品集硬件、软件、 生态与 ...

Core Viewpoint - The company, Wanxing Technology, emphasizes a multi-end product strategy focusing on video, graphics, documents, and tools, aiming to enhance mobile and AI capabilities while addressing specific market needs [2] Group 1: Product Strategy - The company is advancing a multi-end matrix product strategy that includes video, graphics, documents, and tools [2] - There is a strong focus on mobile and AI integration across all product lines to capture essential market opportunities [2] Group 2: AI Product Development - Wanxing Technology is continuously incubating new AI products to strengthen product quality and establish a stable competitive landscape [2] - The Wanxing Tianmu large model has achieved significant technical performance breakthroughs and deep optimizations for specific scenarios [2] Group 3: Competitive Advantages - The ToMoviee2.0 model ranks in the global top 3 on the VBench-2.0 comprehensive score for text-to-video models, achieving first place in camera motion and motion rationality metrics [2] - The company collaborates with major media and exhibition partners to implement AI creative practice cases, gaining widespread recognition from creators and industry insiders [2] - The competitive edge of the Tianmu large model is also attributed to its cost-performance ratio, enhanced through strategic cooperation with Huawei [2]

（文章来源：证券日报） 证券日报网12月17日讯万兴科技在12月16日回答调研者提问时表示，当前，全球AIAgent与多模态生成 技术加速演进，AIGC产业场景化落地不断深化，公司紧抓时代机遇，坚定全面拥抱AIGC，推进AI原生 应用孵化与移动化布局，驱动创新业务增长引擎。2025上半年，公司营业收入同比增长7.77%，2025第 三季度营业收入同比增长9.99%，收入增长逐季加速。公司持续推进多端产品协同发展，扩张产品移动 化阵地。以我们的视频创意产品万兴喵影/Filmora移动端产品为例，其在今年亮相2025谷歌开发者大 会，作为唯一受邀现场展示的视频剪辑产品呈现了"AI一键成片"创作能力，并获得GooglePlay应用商店 全球首页首屏推荐，入选多国精选应用，产品全球影响力持续扩大。与此同时，公司也高度重视内部经 营管理的提质增效。公司广泛引入AI代码、AI客服、AI面试等多元化AI工具提效，并加强营销精细化 管理，注重引流转化效率，加大官媒与社交媒体矩阵运营力度，2025第三季度销售费用率环比下降5.6 个百分点。公司收入90%以上来自海外，未来也将继续坚持全球理念，推进全球化、多元化、本土化营 销升 ...

Core Viewpoint - The company has been continuously upgrading its AI functionalities while also incubating AI-native applications, leading to a significant increase in AI server usage and costs, but maintaining a high gross margin. Group 1: AI Server Usage - In 2024, the company's AI server usage is expected to exceed 500 million calls, and by the first half of 2025, it has already surpassed 500 million calls, representing a year-on-year growth of over 200% [2] - By the first three quarters of 2025, the AI server usage is projected to exceed 800 million calls, indicating a sustained increase in user willingness to utilize AI features [2] Group 2: Financial Performance - Despite the increase in AI server costs, the company's overall gross margin remains stable at over 90%, with a gross margin level of over 92% maintained in the first three quarters of 2025 [2] - The development of self-researched models is expected to further support the AI functionalities of the products, which will help in reducing operating costs [2]

（文章来源：证券日报） 证券日报网讯 12月17日，博思软件在互动平台回答投资者提问时表示，公司高管股份减持的原因系自 身资金需求，后续公司将加强对高管减持行为的协调管理，尽可能减少对公司股价的冲击影响。此外， 公司将持续做好经营管理，以良好的经营业绩回报广大投资者。 ...

Market Overview - The three major U.S. indices declined, with technology stocks leading the drop. The Dow Jones fell by 228.29 points (0.47%) to 47885.97, the Nasdaq dropped by 418.14 points (1.81%) to 22693.32, and the S&P 500 decreased by 78.83 points (1.16%) to 6721.43. Tesla (TSLA.US) fell over 4.6%, while Nvidia (NVDA.US) rose by 3.8% and Oracle dropped by 5.4% [1] European Market - In Europe, the DAX30 index fell by 120.01 points (0.50%) to 23967.32, while the FTSE 100 index increased by 85.72 points (0.89%) to 9770.51. The CAC40 index decreased by 20.11 points (0.25%) to 8086.05, and the Euro Stoxx 50 index dropped by 32.63 points (0.57%) to 5685.20 [1] Asia-Pacific Market - The Nikkei 225 index rose by 0.26%, and the KOSPI index increased by 1.43%. The Indonesian Composite index fell by 0.1% [2] Cryptocurrency - Bitcoin dropped over 2%, reaching a low of $85,314, while Ethereum fell over 4.6% to $2,825 [3] Precious Metals - Spot gold increased by 0.84% to $4,338.62, supported by expectations of further easing of U.S. monetary policy and strong investor demand. Market anticipation of a potential interest rate cut by the Federal Reserve in 2026 is also influencing gold prices [3] Oil Market - Light crude oil futures for January 2026 rose by $0.67 to $55.94 per barrel (1.21% increase), while February Brent crude oil futures increased by $0.76 to $59.68 per barrel (1.29% increase) [3] Macro News - Federal Reserve Governor Waller indicated that there is still room for interest rate cuts, suggesting a gap of 50 to 100 basis points from the neutral rate. He emphasized that there is no rush to cut rates given the current economic outlook [4] Employment Data - The U.S. unemployment rate rose to 4.6% from 4% since President Trump's term began. Historically, rising unemployment rates have correlated with losses in congressional seats for the incumbent party during midterm elections [5] Healthcare Legislation - Four moderate Republican representatives joined Democrats in a petition to push for a vote on extending subsidies for the Affordable Care Act, which are set to expire and could significantly increase insurance costs for approximately 22 million Americans [6][7] Company News - Micron Technology (MU.US) provided an optimistic revenue forecast for the current quarter, expecting between $18.3 billion and $19.1 billion, significantly above analysts' expectations of $14.4 billion. The stock rose approximately 6% in after-hours trading [9] - Google (GOOG.US) is working on a plan to enhance the compatibility of its AI chips with the popular AI software framework PyTorch, aiming to challenge Nvidia's dominance in the AI computing market [9] - Oracle (ORCL.US) saw its stock price drop nearly 50% from its September peak due to increased capital expenditure guidance and delays in data center deliveries, leading to concerns over debt risks [10] - Nvidia (NVDA.US) reached a settlement with Valeo over a lawsuit involving the alleged theft of autonomous driving technology trade secrets [11][12] Analyst Ratings - Jefferies raised the target price for Apple (AAPL.US) from $246.99 to $283.36 [13]

Core Viewpoint - The company, Suochen Technology, emphasizes its competitive advantages in engineering applications compared to overseas software firms, particularly in the context of GPU parallel computing and data structure uniformity [1] Group 1: Competitive Advantages - The company has developed advanced core solvers that are better suited for the transition to physical AI and GPU parallel computing compared to overseas competitors, which require significant restructuring of their solvers [1] - Suochen Technology's approach to data format is distinct, utilizing a single data format throughout its systems, which simplifies complexity, enhances efficiency, and improves compatibility [1] Group 2: Technical Innovations - The company employs a unified data structure to describe various parameters, allowing for automatic adjustments across all stages of the process, from geometric modeling to optimization and validation, without manual intervention [1] - This automated system enables real-time data collection and AI-driven parameter adjustments, facilitating comparisons with actual measurement results for error correction [1]

（文章来源：证券日报） 证券日报网讯 12月17日晚间，千方科技发布公告称，截至本公告披露日，公司已全额归还暂时补充流 动资金的闲置募集资金，上述闲置募集资金暂时补充流动资金及归还事项实施完毕。 ...