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恒锋信息(300605.SZ):公司没有可以应用于航空航天和可控核聚变的技术储备
Ge Long Hui· 2025-12-18 07:08
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]
白银又飙涨!刷新历史纪录!涨幅远超黄金
Sou Hu Cai Jing· 2025-12-18 06:11
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 ...
新晨科技:系我国载人航天工程协作配套任务的研制承建单位 年订单额近2000万元
Core Viewpoint - New Morning Technology has been involved in China's manned space program since 2008, providing critical support for the CZ-2F rocket launch system, with an annual order value of nearly 20 million yuan [1] Group 1 - The company has been a key contractor for the manned space program, starting with the Shenzhou 7 mission [1] - New Morning Technology is responsible for the ground system overall network deployment and launch support systems [1] - The annual order value for the company's relevant business is approximately 20 million yuan [1]
美股全线下跌,纳指跌超400点!英伟达市值蒸发超1600亿美元
Group 1: Market Overview - Major tech stocks experienced declines, with Tesla and Broadcom dropping over 4%, Google down over 3%, and Meta and Apple falling over 1% [1] - Energy and precious metals sectors saw gains, with ConocoPhillips rising over 4% and ExxonMobil and BP increasing over 2% [1] Group 2: Oracle's Challenges - Oracle faced significant setbacks in its ambitious AI infrastructure expansion plan, as its largest data center partner, Blue Owl Capital, decided to withdraw support for a $10 billion data center project [1] - Despite the setback, Oracle stated that negotiations for the project are proceeding as planned and that the overall progress is on track, with the deal not including Blue Owl Capital [1] - Analysts suggest that this incident highlights potential risks in the funding chain for AI infrastructure as private credit markets tighten [1] Group 3: Nvidia's Market Impact - Nvidia shares fell by 3.81%, resulting in a market value loss of $164.8 billion (approximately 1160.8 billion RMB) [2][3] - The decline is attributed to competitive pressures and a broader downturn in the sector [3] Group 4: Medline's IPO Success - Medline Inc. had a successful IPO, with shares rising 41.38% on the first day to $41, after pricing at $29, raising $6.26 billion [4][5] - The company specializes in manufacturing and distributing medical supplies, including gloves and surgical gowns, and has secured commitments from cornerstone investors [4]
中国软件中标:低空经济二期采购项目中标结果公告
Sou Hu Cai Jing· 2025-12-18 05:07
证券之星消息,根据天眼查APP-财产线索数据整理,根据《中国航空报》社有限公司12月15日发布的 《低空经济二期采购项目中标结果公告》内容显示,中国软件与技术服务股份有限公司中标,详情如 下: 标题:低空经济二期采购项目中标结果公告 通过天眼查大数据分析,中国软件与技术服务股份有限公司共对外投资了41家企业,参与招投标项目 7325次;财产线索方面有商标信息302条,专利信息127条,著作权信息1147条;此外企业还拥有行政许 可26个。 数据来源:天眼查APP 采购方:《中国航空报》社有限公司 供应商:中国软件与技术服务股份有限公司 中标金额:2879000.0 地区:北京市 发布日期:2025-12-15 以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成 投资建议。 ...
Data Agent 为何成为企业的“数据贴身助理”
Sou Hu Cai Jing· 2025-12-18 04:42
摘要:懂需求 能落地 会进化 销售想查某个产品的季度回款情况,要等财务导出报表;财务对账时发现库存数据与销售数据对不上, 得逐笔人工核对;管理层想开紧急决策会,却要等半天才能拿到汇总数据 —— 这些场景,几乎是每个 企业的日常。 数据躺在ERP、CRM、仓储系统等多个平台里,形成一个个 "孤岛",而传统的数据工具又需要专业技 能操作,普通员工望而却步。 为什么企业需要 "数据贴身助理"? 企业数据管理的痛点,早已不是"缺数据",而是"用不好数据"。 过去,企业处理数据的逻辑,本质是"人追着数据跑"。 业务人员有数据需求,得先梳理清楚需求、找到对应的数据源,再求助IT人员编写代码、导出数据,最 后自己整理分析。这个过程少则几小时,多则一两天,等拿到可用的数据,业务时机可能已经错过。 更关键的是,不同岗位的用数需求千差万别。 销售关注客户回款、订单完成率;财务在意成本核算、费用归集;管理层需要整体经营数据支撑决策。 传统数据工具提供的 "通用方案",要么需要用户自己二次加工,要么无法精准匹配具体场景。 这就是Data Agent存在的核心价值:它不再是被动等待查询的数据工具,而是主动理解需求、解决问题 的 "贴身 ...
天迈科技:公司不涉及商业航天产业领域
Xin Lang Cai Jing· 2025-12-18 04:23
Core Viewpoint - The company, Tianmai Technology (300807.SZ), confirmed that it does not engage in the commercial aerospace industry or related technological collaborations, focusing instead on digital solutions for urban public transport management based on vehicle networking and Beidou positioning technologies [2][4]. Group 1 - The company primarily operates in the field of vehicle networking and Beidou positioning technologies [2][4]. - The company's main business is providing digital management solutions for urban public transport [2][4]. - There is no involvement in the commercial aerospace industry [2][4].
鸿蒙6正式发布:从“可用”到“好用”的跨越
Xin Lang Cai Jing· 2025-12-18 03:58
Core Viewpoint - HarmonyOS 6 has been pushed to nearly one million devices, achieving an upgrade in system experience from "usable" to "user-friendly" [1][44] Group 1: System Performance - Significant improvement in system fluency, with faster application launch speeds and smooth operation even when multiple applications are open simultaneously [2][45] Group 2: Software Ecosystem - Continuous enhancement of software ecosystem, with common applications like WeChat and Douyin fully adapted, providing a better experience than Android [2][45] - Some applications still require native adaptation, but compatibility with Android apps is achieved through "Zhuoyitong," offering a near-native experience [5][47] Group 3: AI Capabilities - The AI voice assistant "Super AI" has evolved into a smart hub for ecosystem management, supporting multiple dialects and enabling complex task execution through simple voice commands [16][54] Group 4: Gaming Experience - Comprehensive optimization of gaming experience, with mainstream games adapted to HarmonyOS 6 maintaining smooth performance and stable frame rates even in high-load scenarios [23][59] Group 5: Imaging Features - AI-powered intelligent photography and post-processing capabilities, including smart composition assistance and advanced editing features through voice commands [30][66] Group 6: Device Interconnectivity - Enhanced device collaboration, allowing quick content sharing and cross-screen operations between smartphones and tablets, significantly improving office efficiency [39][75] Summary - HarmonyOS 6 has made substantial progress in system fluency, ecosystem adaptation, AI functionality, and device collaboration, marking a transition from "usable" to "user-friendly" [43][77]
亏损股佳缘科技实控人方拟售股 上月两高管套现1.7亿
Zhong Guo Jing Ji Wang· 2025-12-18 03:36
本次询价转让的出让方厦门嘉德创信创业投资合伙企业(有限合伙)非佳缘科技控股股东、实际控制人, 部分董事通过厦门嘉德创信创业投资合伙企业(有限合伙)间接持有佳缘科技股份;厦门嘉德创信创业投 资合伙企业(有限合伙)非持有佳缘科技股份5%以上的股东。 根据佳缘科技披露的2024年年度报告,该公司控股股东、实际控制人为王进,尹明君、成都佳多吉商务 信息咨询中心(有限合伙)为实际控制人的一致行动人。 据每日经济新闻报道,记者以投资者身份致电佳缘科技,公司证券部人士称,成都佳多吉为佳缘科技的 一个员工持股平台,其2015年就成立了。该人士称:"这个员工持股平台持股已经很久了,(公司)员工 们其实也需要用钱,他们也希望公司帮他们'转一下',是员工提出来的(询价转让)。" 中国经济网北京12月18日讯佳缘科技(301117)(301117.SZ)昨日晚间发布股东询价转让计划书。 根据公告,拟参与佳缘科技首发前股东询价转让的股东为成都佳多吉商务信息咨询中心(有限合伙)、厦 门嘉德创信创业投资合伙企业(有限合伙)(以下合称"出让方");出让方拟转让股份的总数为3,240,020 股,占佳缘科技总股本的比例为2.51%;本次询价转 ...
科技股集体承压 阿里巴巴-W、华虹半导体跌逾1%
Zhi Tong Cai Jing· 2025-12-18 03:05
中金称,甲骨文股价下跌表明,单纯依靠讲资本开支故事的阶段或已过去,投资者现在需要看到真实的 回报,而不是永无止境的投入。浦银国际认为,流动性因素及美国AI板块回调令港股市场情绪承压。 在缺乏新催化剂的情况下,短期港股市场情绪或将进入震荡修复期,投资者无需盲目悲观,但或未到全 面抄底的时机。 消息面上,隔夜美股科技股集体下跌,甲骨文跌超5%,股价回落至178美元附近,至此甲骨文几乎抹去 年内大部分涨幅。据报道,甲骨文密歇根数据中心合作伙伴Blue Owl Capital,因担忧其债务与AI支出 问题,拒绝为其价值100亿美元的数据中心项目注资,相关谈判已陷入僵局。对此,甲骨文证实Blue Owl退出,但称项目的股权交易最终谈判进展按计划进行,整体推进符合预期。 科技股今早集体承压,截至发稿,阿里巴巴-W(09988)跌1.3%,报144.1港元;华虹半导体(01347)跌 1.32%,报67.3港元;腾讯(00700)跌0.41%,报602.5港元。 ...