（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。 ...

（编辑 丛可心） 证券日报网讯 12月17日晚间，优刻得发布公告称，公司2025年限制性股票激励计划预留授予条件已成 就，董事会确定以2025年12月17日为预留授予日（第一批），向3名激励对象授予22万股第二类限制性 股票，授予价格22元/股，约占目前公司股本总额的0.0482%，股份来源为定向发行及/或二级市场回 购。 ...

证券日报网讯12月17日，初灵信息（300250）在互动平台回答投资者提问时表示，2025年公司以AI IN ALL，ALL IN ENTERPRISE为战略规划，用AI改造公司所有系统。公司的SEN企业网络智能体，以AI 驱动网络运营，重点打造智能网络运维、网络管理可视、业务管理调度、网络安全态势四个AI Agent。 打造企业网络性能质量可视能力，构建网络感知分析模型，促进网络与行业场景深度融合，提供企业网 络运维、自智服务能力、业务调度能力等。 ...

Core Viewpoint - The company, Hengfeng Information (300605.SZ), stated on its investor interaction platform that it does not possess any technology reserves applicable to aerospace and controllable nuclear fusion [1] Group 1 - The company clarified its technological capabilities regarding aerospace and nuclear fusion applications [1]

受需求前景乐观叠加地缘政治紧张局势引发的避险情绪升温推动，贵金属价格周三普遍走高。当天，大 量投机性买盘也进一步放大了价格波动，白色贵金属白银、钯金以及铂金涨幅明显，其中，白银价格盘 中突破每盎司66美元，刷新历史纪录。 17日美国三大股指集体收跌 纳指跌超1.8% 当地时间周三，市场在消化美国就业数据以及美联储官员讲话的同时，等待即将公布的美国通胀数据， 以此来判断美联储下一步的货币政策走向，投资者交易谨慎，观望情绪浓厚。继上周被传部分数据中心 项目延期交付后，据英国《金融时报》周三报道，由于谈判陷入停滞，甲骨文公司主要的数据中心合作 伙伴——资产管理公司蓝色猫头鹰资本(Blue Owl Capital)将不再支持在密歇根州为OpenAI建造的数据中 心项目。 据悉，这一项目价值高达100亿美元。虽然甲骨文随后表示谈判进展顺利，投资者仍然担心当私募信贷 市场开始收紧资助后，AI基础设施建设的资金链有断裂的风险。甲骨文股价当天下跌超5%，科技股承 压拖累美股三大股指集体下跌。截至当天收盘，道指下跌0.47%，标普500指数下跌1.16%，纳指跌幅为 1.81%。 17日贵金属价格显著上涨 华纳兄弟探索公司董事 ...