IT之家 9 月 5 日消息，科技媒体 TechCrunch 昨日（9 月 4 日）发布博文，报道称企业协作软件巨头 Atlassian 宣布以 6.1 亿美元（IT之家注：现汇率约合 43.56 亿元人民币）现金，收购浏览器开发商 The Browser Company，交易预计于 2026 财年第二季度完成。 The Browser Company 旗下拥有 Arc 浏览器和 AI 优先浏览器 Dia，在本次收购新闻稿中，官方称目标是让 Dia 成为知识工作者的浏览器，重新定义 AI 时代 的浏览器体验。 Atlassian 联合创始人兼 CEO Mike Cannon-Brookes 在声明中表示："如今的浏览器是为浏览而建，而非为工作而生。这次收购是为知识工作者打造 AI 驱动浏 览器的重要一步。"他强调，双方将共同开发针对 SaaS 应用场景优化的浏览器，提升知识工作者的日常使用体验。 The Browser Company CEO Josh Miller 在社交媒体确认，公司将在 Atlassian 旗下保持独立运营，并继续开发 Dia 浏览器。Miller 指出，此次收购将加速公司 人才招聘和功 ...

Core Viewpoint - Microsoft announced a series of new commitments to support artificial intelligence education in response to an executive order during a meeting of the White House AI Education Task Force [1] Group 1: Commitments to Education - Microsoft will provide free access to Microsoft 365 Personal for 12 months to every college student in the U.S. [1] - The company will offer broader access to Microsoft 365 Copilot [1] - Microsoft is allocating $1.25 million for teacher training [1] - Free LinkedIn Learning AI courses will be provided for students, teachers, and job seekers [1]

Industry Overview - Goldman Sachs projects a 9% year-on-year revenue growth for Chinese software companies in the first half of 2025, with an average net profit margin of -3% due to seasonal industry weakness [1] - Key drivers for optimism in the second half of 2025 include increased demand for AI functionalities, the proliferation of cloud platforms with data services, and the launch of new AI-enabled products [2] Strategic Focus Areas - Companies are focusing on three main strategic directions: monetization of AI tools, diversification into overseas markets or new business areas, and integration of AI with core software products to enhance customer willingness to pay and market share [3] Valuation Levels - As of the report's release, the average price-to-earnings (P/E) ratio for covered Chinese software companies has risen to 55-60 times, with an average enterprise value/sales (EV/Sales) ratio of 8-9 times, indicating a recovery but still below the 12-18 times range seen in 2020-2021 [4][5] Key Company Performance and Valuation Analysis Yonyou Network (Yonyou, 600588.SH) - Yonyou's revenue for 2025 is projected at 22.03 billion RMB, a 7% increase, with a significant reduction in net loss to 2.09 billion RMB from 3.41 billion RMB in 2024, driven by growth in SMB business and recovery in large client demand [7] - Goldman Sachs adjusts Yonyou's 2025 net loss forecast to 5.94 billion RMB, reflecting challenges in the medium enterprise cloud business [9] - The target price for Yonyou is set at 17.19 RMB, maintaining a "Neutral" rating [10] Glodon (002410.SZ) - Glodon's revenue is expected to decline by 5% in 2025, primarily due to challenges in the construction cost software business, although the construction management software segment shows signs of recovery [12] - Goldman Sachs revises Glodon's 2025 net profit forecast upward to 510 million RMB, a growth of 18% [13] - The target price for Glodon is set at 12.2 RMB, maintaining a "Sell" rating [14] Thundersoft (300496.SZ) - Thundersoft's revenue is projected to reach 1.831 billion RMB in 2025, a 50% increase, driven by AIoT business growth [17] - Goldman Sachs raises Thundersoft's revenue forecast for 2025-2027 by 4%-8% but adjusts net profit forecasts slightly downward due to lower-than-expected margins [18] - The target price for Thundersoft is set at 52.4 RMB, maintaining a "Sell" rating [19] Other Key Companies - ZWSOFT (688083.SS) is expected to generate 208 million RMB in revenue, with a focus on low-margin solutions [25] - Sangfor (300454.SZ) anticipates a revenue of 1.747 billion RMB, with a return to profitability [25] - Kingdee (0268.HK) projects a revenue of 3.192 billion RMB, benefiting from cloud business and AI functionalities [25] - Empyrean (301269.SZ) expects a revenue of 267 million RMB, driven by AI demand in chip design [25]

米勒表示，此次收购将使浏览器公司能够更快地招聘人才、发布功能并支持多平台开发。这笔交易预计将于 Atlassian 2026 财年第二季度完成。 图片来源： The Browser Company 生产力软件制造商 Atlassian 已同意以 6.1 亿美元现金收购开发 Arc 和 Dia 浏览器的 The Browser Company 。 " 当今的浏览器并非为工作而生，而是为浏览而设计。这笔交易是重新构想 AI 时代知识工作浏览器的重大突破， "Atlassian 首席执行官兼联合创始 人 Mike Cannon-Brookes 在声明中表示。 " 我们将共同打造一款专为标签页中众多 SaaS 应用优化的 AI 驱动浏览器，一款知识工作者每天都会爱不释手的工具， " 他补充道。 浏览器公司 CEO 乔什·米勒在 X 平台发帖表示 ，该公司将在 Atlassian 旗下保持独立运营，并继续开发去年启动的 Dia 浏览器项目——此前他们已 决定停止开发旧款浏览器 Arc 。 浏览器公司最近一次融资是去年以 5.5 亿美元估值获得 5000 万美元投资 。这家初创公司目前已通过多轮融资累计筹集 1.28 亿 ...

Core Insights - The company, Elastic, was founded on the open-source project Elasticsearch, which serves as a search platform designed to handle messy unstructured information and make it searchable [1] - Over the years, Elastic has expanded its offerings from basic search capabilities to include observability, starting with log analytics, and has also ventured into cybersecurity, particularly in the security information and event management (SIEM) space [1] Company Overview - Elastic's core technology focuses on bringing in various types of unstructured data and enabling analysis through search functionalities [1] - The company has evolved from its initial focus on search to encompass observability and security, indicating a broadening of its technological capabilities [1] Industry Position - The growth into observability and cybersecurity highlights the increasing demand for comprehensive data analysis and security solutions in the tech industry [1] - Elastic's emphasis on log analytics reflects the challenges faced by organizations in managing and analyzing large volumes of messy data [1]

消息称 DeepSeek 正开发更先进模型：具备 AI 智能体能力，剑指年底发布 OpenAI 向免费用户开放 ChatGPT Projects 9 月 4 日消息，OpenAI 宣布，正式向免费用户开放 ChatGPT Projects 服务。 ChatGPT Projects 发布于去年年底，它整合了 Canvas 以及 ChatGPT Search 网络连接，可帮助用户将不同类别的对话整理进专用的主题文件夹中，告别以 往杂乱、难以检索的对话记录，打造专属于某个话题的「对话空间」。 例如，用户可在开始论文方面的对话前启用这项功能，并将主题项目命名、加上容易记忆的图标，然后就可以与 ChatGPT 开始对话，还可以在对话时随 意添加文件、增加自定义指令，还能够限制对话记忆不「跑出」文件夹，避免在开展不同领域的对话时被以前的记忆影响。（来源：IT 之家） 9 月 4 日消息，彭博社援引知情人士消息称，DeepSeek 正在开发一款具备更先进 AI 智能体功能的人工智能模型，意在与 OpenAI 等美国竞争对手在技术 新前沿展开竞争。 该公司正在打造的模型能够在用户仅提供最少指令的情况下，代表用户完成多步操作， ...

Company Overview - Pega focuses on helping organizations improve their processes through intelligence, automation, and AI, aiming to enhance customer relationships and operational efficiency [2]. Industry Trends - There is a significant emphasis on AI and the depth of Software as a Service (SaaS) in the current market, indicating a transformative impact on how businesses operate [3].

01 什么是AI浏览器？ 在硅谷，很多人认为谷歌将掉队了。 8月中旬，AI搜索独角兽公司Perplexity称要以345亿美元的价格收购谷歌的Chrome浏览器，这几乎是Perplexity自身估值的两倍。此前Perplexity还曾放话要 买Tiktok…本轮浏览器收购大战到底是纯炒作，还是真的有蛇吞象的可能性呢？ 到了8月底，Anthropic新发布了浏览器产品Claude for Chrome，加入了这场战局。随着AI agent赛道的火热和能力增强，"AI browser"让"浏览器"这个过去 数年都没人讨论的词，又在霎那间变成了硅谷的科技香饽饽。 AI浏览器之战真的要来了吗，它意味着什么样的新机会？搜索这个万亿级的生意会如何被颠覆呢？ 本期文章我们将与Lightspeed Venture Partners合伙人Guru Chahal（Anthropic的领投投资人）以及Gen Digital的首席AI及创新官Howie Xu一起探讨新一轮的 浏览器大战。 在上一代浏览器大战中，Firefox、Google Chrome、Microsoft Edge、Safari与Opera是市场中主要的竞争者。这几 ...

AI 在一定程度上可以提高员工的生产力，这一点不假，但它是否真的「完全替代员工」？这个问题， 正在 Salesforce 的最新动作中显得尤为尖锐。 近日，全球知名客户关系管理（CRM）软件服务商 Salesforce CEO Marc Benioff 在一档名为 The Logan Bartlett Show 的播客中透露，公司已裁撤约 4000 个客户支持岗位，团队规模从 9000 人缩减至约 5000 人。"因为我们不再需要那么多人了。"Benioff 直言。 AI 成最大"功臣"？ 大裁员背后，源于 Salesforce 推出的客服 AI 系统 Agentforce。这一系统旨在提升企业的工作效率和生 产力，它是基于 AI 技术的工具，能够自动化多种任务，帮助员工提高工作效率，简化复杂的流程。通 过集成 AI 功能，Agentforce 可以在客户关系管理（CRM）、销售、服务等多个领域提供智能支持。 尽管 Benioff 的说法印证了 AI 在生产力上的价值，但外界对 Salesforce 的动作却存在巨大分歧。 人力资源顾问 Laurie Ruettimann 指出，AI 的冲击远不止 Sales ...

Guidewire Software (GWRE) reported $356.57 million in revenue for the quarter ended July 2025, representing a year-over-year increase of 22.3%. EPS of $0.84 for the same period compares to $0.62 a year ago.The reported revenue represents a surprise of +5.76% over the Zacks Consensus Estimate of $337.15 million. With the consensus EPS estimate being $0.62, the EPS surprise was +35.48%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to W ...