1月20日，光云科技涨6.32%，截至发稿，报27.41元/股，成交3.80亿元，换手率3.40%，总市值116.72亿 元。 资料显示，杭州光云科技股份有限公司位于浙江省杭州市滨江区浦沿街道坚塔街599号光云大厦，成立 日期2013年8月29日，上市日期2020年4月29日，公司主营业务涉及基于电子商务平台为电商商家提供 SaaS产品,在此基础上提供配套硬件、运营服务及CRM短信等增值产品及服务。主营业务收入构成为： SaaS产品85.00%，配套硬件9.72%，其他(补充)3.54%，CRM短信0.96%，运营服务0.78%。 从基金十大重仓股角度 申万菱信数字产业股票型发起式A（018048）基金经理为梁国柱。 截至发稿，梁国柱累计任职时间3年73天，现任基金资产总规模18.26亿元，任职期间最佳基金回报 59.32%， 任职期间最差基金回报-18.51%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，申万菱信基金旗下1只基金重仓光 ...

览富财经网讯：据港交所网站披露，北京德风新征程科技股份有限公司（简称：德风新征程）在2025年 11月14日向港交所递交的上市申请书于2025年11月24日被发回，其独家保荐人日进资本有限公司被"贴 堂"，成为港交所时隔两年半的再一宗"贴堂"。根据政策，被港交所发回的IPO申请，公司需等待至少8 周才能再次申请。 公开资料显示，"贴堂"是港交所一项批评通报机制，是指保荐人提交上市申请后若被驳回时，公司及保 荐人连同发回日期将会记录在港交所披露易网站，以提升港股上市公司质量。 德风新征程于2026年1月20日，再次递表港交所，拟主板IPO。 | 纂]的[編纂]總數目 : [编纂]股H股(視乎[编纂] | | --- | | 行使與否而定) | | [編纂]數目 .. [編纂]股H股(可予重新分配) | | : 「編纂】股H股(可予直新分配及 [編纂]數目 | | 視乎[編纂]行使與否而定) | | [編纂] : 每股H股不超過[編纂]港元,預計每股 | | H股不低於[編纂]港元,另加1.0% | | 經紀佣金、0.0027%證監會交易徵費、 | | 0.00565% 聯交所交易費及0.00015% | | 會 ...

Group 1 - The stock of Aerospace Software fell by 5.08% on January 20, closing at 22.97 yuan per share, with a trading volume of 170 million yuan and a turnover rate of 4.19%, resulting in a total market capitalization of 9.188 billion yuan [1] - Beijing Shenzhou Aerospace Software Technology Co., Ltd. was established on December 12, 2000, and went public on May 24, 2023. The company focuses on three main business areas: autonomous software products (basic software, industrial software), information technology services (financial information technology services, commercial secret cloud services, information operation and maintenance services), and information system integration, primarily targeting the aerospace and government sectors [1] - The revenue composition of the company's main business includes: information system integration at 58.91%, autonomous software products at 27.56%, information technology services at 13.53%, and other (supplementary) at 0.00% [1] Group 2 - From the perspective of major holdings, one fund under China Merchants Fund has a significant position in Aerospace Software. The China Merchants National Index 2000 Enhanced A (018786) increased its holdings by 8,000 shares in the third quarter, totaling 55,100 shares, which represents 0.9% of the fund's net value, ranking as the tenth largest holding [2] - The China Merchants National Index 2000 Enhanced A (018786) was established on August 1, 2023, with a latest scale of 37.5255 million. Year-to-date returns are 8.07%, ranking 1798 out of 5542 in its category; the one-year return is 53.65%, ranking 1104 out of 4235; and since inception, the return is 63.34% [2] Group 3 - The fund manager of China Merchants National Index 2000 Enhanced A (018786) is Deng Tong, who has been in the position for 4 years and 60 days. The total asset size of the fund is 8.712 billion yuan, with the best fund return during his tenure being 122.59% and the worst being 1.78% [3]

实现红帽企业 Linux 自动化 由红帽 Ansible 自动化平台提供支持 第 1 章 实现红帽企业 Linux 自动化的价值 第 2 章 洞悉用于红帽企业 Linux 的 Ansible 自动化平台 第 3 章 在云端和边缘环境实现红帽企业 Linux 自动化 第 4 章 Ansible 自动化平台与红帽卫星：强强联合 3 12 4 6 8 11 简介 开始自动化之旅的初始步骤 了解实现红帽企业 Linux 自动化的影响 使用红帽 AnsibleⓇ 自动化平台部署 红帽企业 Linux 的流程概述： 简介 基础架构即代码（IaC）是通过代码 （而非手动流程）来管理和置备基础 架构的方法。红帽企业 Linux 的初始 置备、配置和部署均在此阶段进行。 随着实现自动化，便可通过基础架 构即代码（IaC）来简化和加速执行 Day 1 任务。 Day 2：运维即代码 运维即代码（OaC）是指企业组织使 用自动化功能来解决持续不断的重复 IT 任务，如修补、备份、重启和安全 修复，以保持红帽企业 Linux 系统平 稳运行。在更高级的应用中，企业组 织可以采用事件驱动自动化，以便在 可观测性平台或其他系统检测到这些 ...

Group 1 - The stock of Aerospace Hongtu fell by 5.25%, trading at 39.37 yuan per share, with a total transaction volume of 556 million yuan and a turnover rate of 5.15%, resulting in a total market capitalization of 10.287 billion yuan [1] - Aerospace Hongtu, established on January 24, 2008, and listed on July 22, 2019, is based in Haidian District, Beijing. The company primarily provides basic software products, system design development, and data analysis application services to government, enterprises, and other relevant departments [1] - The revenue composition of Aerospace Hongtu includes 62.01% from system design development, 37.77% from data analysis application services, and 0.22% from self-owned software sales [1] Group 2 - According to data from the top ten holdings of funds, one fund under Everbright Prudential has a significant position in Aerospace Hongtu. The Everbright Prudential Hengxin Mixed A Fund (013980) reduced its holdings by 4,600 shares in the third quarter, now holding 4,400 shares, which represents 1.34% of the fund's net value, ranking as the seventh largest holding [2] - The Everbright Prudential Hengxin Mixed A Fund (013980) was established on November 30, 2021, with a latest scale of 6.542 million. Year-to-date returns are 3.69%, ranking 5,270 out of 8,846 in its category; the one-year return is 23.54%, ranking 4,966 out of 8,091; and the return since inception is 23.23% [2]

值得注意的是，微盟集团近期还推出了微盟星启生成引擎优化（GEO）解决方案，其自研生成式引擎 优化技术，可帮助品牌提升在包括"千问"在内的AI搜索的可见度，通过完善"AI+营销"布局，微盟集团 在前端流量和后端技术方面，不断强化自身"All in AI"的战略。 消息面上，阿里旗下AI应用"千问"近日与淘宝闪购完成深度集成，与微盟集团合作实现"AI搜索-商品推 荐-交易转化"的全链路闭环。微盟集团表示，合作初期已有多家微盟商户在淘宝闪购平台产生交易订 单，验证了这一全新商业模式的市场期待和商业潜力。 智通财经APP获悉，微盟集团(02013)早盘涨超6%，截至发稿，涨4.8%，报2.4港元，成交额1.56亿港 元。 ...

值得注意的是，微盟集团近期还推出了微盟星启生成引擎优化(GEO)解决方案，其自研生成式引擎优化 技术，可帮助品牌提升在包括"千问"在内的AI搜索的可见度，通过完善"AI+营销"布局，微盟集团在前 端流量和后端技术方面，不断强化自身"All in AI"的战略。 消息面上，阿里旗下AI应用"千问"近日与淘宝闪购完成深度集成，与微盟集团合作实现"AI搜索-商品推 荐-交易转化"的全链路闭环。微盟集团表示，合作初期已有多家微盟商户在淘宝闪购平台产生交易订 单，验证了这一全新商业模式的市场期待和商业潜力。 微盟集团(02013)早盘涨超6%，截至发稿，涨4.8%，报2.4港元，成交额1.56亿港元。 ...

证券日报网讯1月19日，福昕软件在互动平台回答投资者提问时表示，欧洲历来是公司主要的区域市场 之一。2025年前三季度，公司来自欧洲市场的营收占比为25.32%，同比增长32.31%。公司在欧洲设有 属地化子公司，通过直接销售和与渠道建立合作进行代理销售来开拓市场。 ...

Investment Rating - The industry investment rating is "Positive" and maintained [8] Core Insights - The beginning of 2026 is marked as the "Year of Data Element Value Release," with a strategic focus on market-oriented reform for data element allocation, aiming to clarify the development path for digital economy work [2][4] - The establishment of a data property registration system is expected to accelerate, promoting data circulation and usage, thereby releasing the value of data elements [6] - The report suggests focusing on companies with high-quality data resources, particularly in sectors like healthcare, finance, and industrial fields that possess scarce data, as well as firms with strong capabilities in data processing, management, and analysis [6] Summary by Sections Data Element Value Release - Multiple regions have identified 2026 as the "Year of Data Element Value Release," with the core goal of facilitating data flow and configuration, activating supply and demand, and integrating data elements into value creation [6][12] - The transition from "infrastructure building" to "efficiency release" is anticipated, leading to a revaluation of data element value that will benefit the entire industry chain [6][12] Data Standardization - National standards for data are expected to be established, with over 30 key data standards planned for release in 2026, focusing on public data, high-quality datasets, and data infrastructure [12] - The establishment of data standardization is seen as crucial for addressing issues related to rights confirmation, pricing, supply and demand, and trust, thereby facilitating the practical release of data element value [12]

知情人士透露，去年11月发布的Gemini 3再次引发了新的使用热潮，并获得了广泛好评。 随着模型质量的提升，谷歌Gemini AI模型的销售业务在过去一年中呈现爆发式增长。 当地时间1月19日，据The Information援引谷歌内部数据指出，通过谷歌云进行的Gemini API（应用程序 编程接口）调用请求量增长迅猛。数据显示，API调用量从去年3月Gemini 2.5发布时的约350亿次，飙 升至8月的约850亿次，翻了一倍多。 这一增长不仅体现在数量上，更体现在质量和利润率的改善上。据悉，早期的Gemini 1.0和1.5模型由于 大幅折扣，利润率为负。而随着Gemini 2.5及后续版本的推出，模型质量的提升使谷歌能够从单纯的"价 格战"转向"质量战"，从而实现了正向的边际利润。 巨额资本开支下的市场大考 尽管业务数据向好，但市场仍关注高昂的投入产出比。 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 投资者正密切关注即将披露的Q4财报，以寻找这些巨额投资正在产生回 ...