Group 1 - The market experienced a significant rally on January 12, with all three major indices rising over 1%, and the total trading volume in the Shanghai and Shenzhen markets reaching 3.6 trillion yuan [1] - The Software ETF fund (561010) hit the daily limit, increasing by 9.97%, with a turnover rate of 30.33% and a transaction volume of 49.55 million yuan, indicating active market trading [1] - Key stocks in the software sector, including Torus, New Point Software, and Keda Guokuan, among others, also reached the daily limit [1] Group 2 - According to Dongfang Securities, the upcoming release of the DeepSeek V4 model in mid-February is expected to surpass mainstream models in programming tasks and has made significant improvements in handling long code prompts [2] - Major internet companies are accelerating their AI application strategies, with Alibaba launching the "Qianwen" app for personal AI assistance and Ant Group releasing a multimodal assistant named "Lingguang" [2] - The Software ETF fund closely tracks the CSI All-Share Software Development Index, providing investors with analytical tools to assess the performance of various industry companies [2]

Major stock in Asia closed on a positive note on Monday as a rally in Chinese AI stocks boosted sentiment. The global geopolitical situation as well as the escalation in tensions between the White House and the Federal Reserve limited gains. Equity markets in Japan are closed for a holiday.China's Shanghai Composite Index rallied 1.1 percent from the previous close of 4,120.43 to finish trading at 4,165.29. The day's trading ranged between 4,119.88 and 4,168.36. The Shenzhen Component Index closed at 14,36 ...

每经AI快讯，有投资者在投资者互动平台提问：董秘您好，公司智能体开发平台能否接入智谱华章大 模型？有无相关合作？ 普联软件（300996.SZ）1月12日在投资者互动平台表示，尊敬的投资者您好，公司的智能体开发平台支 持接入智谱华章开源大模型，如GLM-4系列模型，目前暂无相关合作。谢谢您对公司的关注。 （文章来源：每日经济新闻） ...

Adobe Inc. (NASDAQ:ADBE) reported strong fourth-quarter fiscal 2025 results with non-GAAP earnings of $5.50 per share and total revenues of $6.194 billion.The stock has seen a decline of approximately 3.3% since its last earnings report, underperforming the S&P 500, partly due to a downgrade by BMO Capital Markets.Adobe faces increasing competition, notably from Canva, as over 50% of students and nearly half of freelancers prefer Canva over Adobe.Adobe Inc. (NASDAQ:ADBE) is a leading software company known ...

Core Viewpoint - Trifork Group AG has initiated a share buyback program, which is set to run from December 23, 2025, to February 26, 2026, with a total budget of DKK 14.92 million (approximately EUR 2 million) [1][2]. Group 1: Share Buyback Program Details - The share buyback program allows Trifork to purchase shares totaling up to DKK 14.92 million, with prior holdings of 219,735 treasury shares, representing 1.1% of the share capital [2]. - As of January 9, 2026, a total of 35,220 shares have been repurchased at an average price of DKK 92.59, amounting to DKK 3,261,114 [2][3]. - The transactions conducted under the program include purchases on January 5, 6, 7, 8, and 9, 2026, with varying average purchase prices [2]. Group 2: Impact on Treasury Shares - On January 5, 2026, 33,587 shares from the buyback were utilized for the RSU plan for certain employees, resulting in a total of 221,368 treasury shares held by Trifork, still corresponding to 1.1% of the share capital [4]. - The total number of registered shares in Trifork is 19,744,899, leading to 19,523,531 outstanding shares after adjusting for treasury shares [4]. Group 3: Company Overview - Trifork is a global technology company specializing in innovative digital products and solutions for enterprise and public sector customers, with a workforce of 1,197 employees across 16 countries [5]. - The company focuses on advanced software development in sectors such as public administration, healthcare, financial services, energy, and aviation, with its R&D arm, Trifork Labs, driving innovation [5].

智通财经APP获悉，来自加拿大金融巨头RBC Capital的资深分析师Rishi Jaluria近日发布研报，将该机构 对于全球软件行业新势力Figma(FIG.US)的目标股价从65美元下调至38美元，但是维持对该股的"与行业 持平"的中性股票评级。RBC Capital表示，随着北美企业们对于包括各类AI应用软件在内的整体IT支出 规模在尝试到AI带来的经营效率与创新效率提升后步入大幅增长轨迹，像Figma这样的聚焦于"AI+设 计"类型AI应用软件的公司将把设计工作流推向"AI原生时代"。 该机构认为，Figma 是目前值得买入的"超卖"技术指标股票之一，因此虽然下调目标股价，但是维持对 于该股的中性立场。该机构预计2026年将对于Figma来说是一个关键之年：为企业级AI应用大规模采用 与渗透做好准备的顶级软件公司们将实现显著的营收与利润增长数据，而那些落后于AI大浪潮的软件 公司可能会在"AI正让传统软件变得全方位过时"的观感冲击下发展进程举步维艰。 RBC Capital的分析师Jaluria表示，尽管Figma管理层对于2026年初给出相对保守的业绩指引区间，但聚 焦于全球企业端的AI设计型软 ...

1月12日下午，AI+继续强势。截至14：42，低费率创业板人工智能ETF华夏（159381）涨超7%，云计 算ETF华夏（516630）涨超8%。热门个股中，易点天下、拓尔思、中科星图、万兴科技、汉得信息、 中文在线等多股20cm涨停。 AI行情向中下游渗透，相关产业链受益。云计算ETF华夏（516630）跟踪云计算指数（930851），是跟 踪该指数费率最低的ETF。该指数聚焦国产AI软硬件算力，计算机软件+云服务+计算机设备合计权重高 达83.7%，deep seek、AI应用含量均超40%。创业板人工智能ETF华夏（159381）助力布局创业板AI主 业公司。资料显示，该ETF跟踪指数一半权重在AI硬件算力（CPO），一半权重在AI软件应用（计算 机、传媒、电子），具备较高弹性和代表性。 （文章来源：每日经济新闻） 近期，生成式引擎优化（GEO）受到市场关注，据券商机构，2026 年上半年，服务商预计集中推出产 品或战略，大模型厂商将在信源治理、GEO 优化治理层面推出新政策。浙商证券分析认为，AI 催化流 量获取与内容生产的根本性变革，重点关注GEO 和AI 漫剧两大主题，生成式引擎优化（GEO）正 ...

Market Performance - The A-share market indices continued to rise, with the Shanghai Composite Index recording a 17-day winning streak, closing up 1.09% at 4165 points [1] - The Shenzhen Component Index increased by 1.75%, while the ChiNext Index rose by 1.82% [1] - The total market turnover reached a historical high of 3.64 trillion yuan, an increase of 492.2 billion yuan compared to the previous trading day, with over 4100 stocks rising [1] Sector Highlights - The AI application sector saw a significant surge, with various AI-related concepts leading the gains, including Kimi, Sora, and multi-modal AI, resulting in multiple stocks hitting the 20% daily limit up [1] - The commercial aerospace and satellite internet sectors also performed well, with over ten stocks, including China Satellite and Aerospace Electronics, hitting the daily limit up following the approval of 200,000 new satellite applications [1] - The software development sector experienced a boost, with Tianrun Technology hitting a 30% daily limit up [1] - Other sectors with notable gains included Beidou navigation, internet services, cultural media, online education, and 6G concepts [1] Underperforming Sectors - Insurance stocks declined, with China Pacific Insurance leading the losses [1] - The real estate development sector weakened, with Sanxiang Impression dropping over 6% [1] - The oil industry, glyphosate, and fertilizer sectors recorded declines [1] Top Gainers and Fund Flows - The internet sector led the gainers with a 9.81% increase, followed by cultural media at 8.96% and software at 7.75% [2] - The education sector rose by 5.94%, while aerospace and military industries increased by 5.82% [2]

Core Viewpoint - The AI application sector has experienced a significant surge, with companies like 360 (601360.SH) hitting a new high and strong market performance driven by recent developments in the AI industry [1] Group 1: Company Performance - 360 (601360.SH) has seen a strong performance, closing at 13.15 yuan, marking a new high in one and a half months, with a total market capitalization of 934.44 billion yuan [1] Group 2: Industry Developments - Recent AI industry dynamics include overseas financing rounds for xAI and Anthropic, as well as the introduction of domestic policies promoting "AI + manufacturing" [1] - The stock market has reacted positively to the listings of large model companies like Zhiyu and MiniMax in Hong Kong, which have seen significant price increases [1] - The upcoming launch of DeepSeek-V4 is anticipated to trigger a new wave of enthusiasm in AI applications [1]

monday.com ( MNDY ) represents a key holding in one of my top ideas at the moment: buy software. The market appears greatly worried that generative AI is here to disrupt the software sector. This has led many software stocks to trade at aroundJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the inves ...