Core Viewpoint - The F5 class action lawsuit alleges that F5, Inc. and its executives misled investors regarding the company's revenue outlook and growth potential, particularly in light of a significant security incident that impacted its operations and stock price [1][4]. Company Overview - F5, Inc. is a global multi-cloud application security and delivery company that enables customers to deploy, secure, and operate applications both on-premises and via public cloud [3]. Allegations of the Lawsuit - The lawsuit claims that F5 created a false impression of having reliable information about its projected revenue and growth while downplaying risks associated with seasonality and macroeconomic factors [4]. - It is alleged that F5 was experiencing a significant security incident that jeopardized client security and the company's future prospects [4]. - On October 15, 2025, F5 disclosed a security breach involving a nation-state threat actor, leading to a nearly 14% drop in stock price over two trading days [5]. - Following the breach, F5 reported fourth quarter fiscal year 2025 results that fell significantly below market growth expectations for fiscal 2026, resulting in an 11% decline in stock price over two trading days [6]. Legal Process - The Private Securities Litigation Reform Act of 1995 allows any investor who purchased F5 securities during the Class Period to seek appointment as lead plaintiff in the class action lawsuit [7]. - The lead plaintiff represents the interests of all class members and can select a law firm to litigate the case [7]. Law Firm Background - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder litigation, having recovered over $2.5 billion for investors in 2024 alone [8].

转载请注明央视财经 编辑：令文芳 （央视财经《天下财经》）当地时间2月1日，美国甲骨文公司宣布，将在今年募集至多500亿美元资金，用于扩建云基础设施。 甲骨文公司宣布，计划于2026年采用股权与债务并行的方式，募集450亿至500亿美元资金，主要用于扩充云基础设施的配套产能，以满足核心客户的合约需 求。此前，甲骨文已与包括超威半导体、Meta、英伟达、OpenAI等在内的头部科技公司签订了服务合约。为履行这些合约，公司亟需扩大产能。甲骨文拟 通过发行与股权挂钩的证券及普通股的方式，募集约半数资金，相关工具包括强制可转换优先股，以及一项规模最高达200亿美元的新增市价发行股权计 划。剩余半数资金通过发行优先无担保债券募集。 据报道，由于市场对甲骨文公司的募资能力担忧加剧，多家美国银行已明确停止向其人工智能数据中心项目提供贷款，为缓解融资困境，甲骨文公司计划裁 员2万至3万人，此举预计将释放80亿至100亿美元的现金流。不仅如此，甲骨文还在考虑出售部分业务。 ...

Core Viewpoint - Europe is pursuing tech sovereignty, which may negatively impact companies like Zoom and Microsoft as they could lose business opportunities in the region [1] Group 1: Impact on Companies - Companies such as Zoom and Microsoft are identified as potential losers in the European market due to the continent's push for technological independence [1] - The shift towards tech sovereignty in Europe may lead to increased competition for these companies from local firms that align with the region's regulatory and operational standards [1] Group 2: Industry Implications - The move towards tech sovereignty reflects a broader trend in Europe to reduce reliance on non-European technology providers, which could reshape the competitive landscape in the tech industry [1] - This initiative may encourage investment in local tech companies, potentially leading to a more robust European tech ecosystem [1]

Core Insights - The core objective of the iFlytek procurement intelligent platform is to address the challenges of efficiency, compliance, and cost in procurement processes, transforming difficulties into advantages through technology [1][18]. Group 1: Intelligent Procurement Solutions - The iFlytek procurement intelligent platform integrates AI technology to create a comprehensive procurement solution, including intelligent document preparation, compliance quality inspection, abnormal behavior detection, and AI-assisted evaluation, achieving full-process intelligent assistance [2][19]. - The platform is built on a domestically developed procurement model, enhancing its ability to understand complex terms and identify risks effectively [2][19]. Group 2: Intelligent Document Preparation - The intelligent document preparation system streamlines the document creation process, significantly reducing the time and effort required while minimizing compliance risks [3][20]. - It features automatic data filling from various information systems, a knowledge base for best practices, and collaborative editing capabilities to ensure orderly and efficient document preparation [4][22]. Group 3: Compliance Quality Inspection - The compliance quality inspection system utilizes a configurable AI engine to review procurement documents against legal regulations, transforming compliance checks from reliance on personal experience to standardized intelligent processes [5][23]. - It can identify textual errors and compliance risks with high efficiency, allowing for quick navigation to specific risk points within documents [8][25]. Group 4: Abnormal Behavior Monitoring - The abnormal behavior monitoring system employs multi-modal fusion technology to conduct comprehensive analyses of bids, significantly improving detection efficiency and accuracy [11][30]. - It achieves a recall rate of 96% for detecting anomalies in text and images, ensuring thorough coverage of potential risks in the bidding process [11][30]. Group 5: AI-Assisted Evaluation - The AI-assisted evaluation system enhances the evaluation process by automating the extraction of key information from bids and ensuring fairness through structured evaluation models [13][32]. - It has demonstrated high accuracy rates of 97% for objective evaluations and 90% for subjective evaluations, leading to a nearly 70% increase in efficiency [16][36]. Group 6: Integrated Procurement Ecosystem - The four core intelligent systems are interconnected through the iFlytek procurement platform, creating a seamless flow of data and processes that enhance compliance, transparency, and accuracy throughout the procurement lifecycle [17][36].

Bitcoin’s price will plunge another 87% and fall to $10,000, warns Bloomberg Intelligence strategist Mike McGlone. That’s after the top crypto already tumbled about 20% over the past two weeks, to trade at $76,500. Bitcoin is now down 40% from its all-time high set in October. “A traders delight, 2026 to be reminiscent of 2008, 2000-1,” McGlone wrote on LinkedIn. The bleak outlook comes amid a broad asset selloff after US President Donald Trump picked Kevin Warsh to lead the Federal Reserve. The tech ...

Oracle has said it expects to raise between $45 billion and $50 billion in 2026 to expand capacity for its cloud infrastructure, signalling one of its largest capital-raising efforts as demand for art... ...

软通动力（301236.SZ）公司事件点评 全栈智能开启龙头 AI 时代发展新篇章 glmszqdatemark 2026 年 02 月 02 日 [Table_Author] 分析师：吕伟 分析师：郭新宇 执业证书：S0590525110033 执业证书：S0590525110034 邮箱：lvwei_yj@glms.com.cn 邮箱：guoxinyu@glms.com.cn 软通计算机以"AI+"推进场景落地，在党政、金融等国产替代领域市场份额居第 一梯队：终端产品中标中国联通、某省公安厅等项目，完成 2025 全国两会信创 办公用机供应；企业级产品则中标中国移动 AI 设备集采、福建省农信鲲鹏服务器 采购等项目，持续拓展市场覆盖。 展望业务发展方向，公司以京津冀智造基地为基石，构筑了"智算中心+OS+服 务器"三大自主支柱产品体系。通过推出"天元智算调度平台"、基于开源鸿蒙和 开源欧拉的自有操作系统发行版（软通天鸿、软通天鹤），以及全线智算硬件产品， 为客户提供一站式 AI 算力基础设施，确保企业智能化转型的安全感与自主权。 2）软通天璇 MaaS 平台：AI 时代重要的"AI Factory"。公司 ...

2026 年 2 月 1 日，知名科技巨头甲骨文因 AI 数据中心扩张陷入融资危机，多家美国银行直接停止向其相关 项目发放贷款，引发连锁自救动作。 甲骨文押注 AI 基建，与 OpenAI 签下超 3000 亿美元合作，仅单一项目资本支出就高达 1560 亿美元，年融 资需求超 250 亿美元。 疯狂烧钱却看不到稳定回报，银行不愿再承担风险，直接断贷止损 。其信用违约互换 价格半年翻三倍，市场信心全面崩塌。 为填补资金窟窿，甲骨文被曝计划裁员 2~3 万人 ，预计一次性释放 80-100 亿美元现金流，同时考虑出售四 年前以 283 亿美元收购的医疗业务 Cerner，断臂求生 。 再大的 AI 风口，扛不住现金流断裂，再牛的巨头， 也得向资本低头 。 受融资受阻影响，甲骨文部分 AI 数据中心项目已从 2027 年延期至 2028 年，股价连续下跌。这波裁员与断 贷，也给全球狂热的 AI 扩张潮泼了冷水， 没有盈利支撑的烧钱竞赛，终究会走到尽头 。 （参考： TD Cowen 、每经，本文经由 AI 优化） 甲骨文股价从去年 9 月 10 日的历史高点下跌超过 50％，市值蒸发约 4,630 亿美 元。 ...

这冰火两重天的背后，是一个旧时代的落幕与新范式的崛起：市场不再为"卖账号"的SaaS买单，但愿意 为"卖结果"的RaaS（Result as a Service，结果即服务）支付高溢价。 近期，资深行业观察员在对 RaaS 产业链的深度追踪与渠道调研时发现，百融云创（6608.HK）不仅踩 中了 RaaS 的风口，更已在客户端构建起中国规模最大的'硅基劳动力'交付网络。" 【导语】当美国SaaS巨头Salesforce和Adobe开年遭遇估值杀跌（跌幅超15%），资本市场对"订阅模 式"的耐心似乎已耗尽。然而在大洋彼岸的港股市场，AI板块却因头部企业披露的"10倍增长"业绩预告 而集体沸腾。 一、 拒绝"市梦率"，回归"含金量"：RaaS的商业本质 不同于上一轮AI泡沫中充斥的"市梦率"故事，RaaS模式之所以能引爆股价，是因为它极其"现实"。 根据百融云创近期的战略及产品发布，我们发现"RaaS"并非是一次突兀的商业转型，而是其长达11年的 纵深演进。不同于传统SaaS依靠贩卖"席位"和"工具"的收租逻辑，百融云创自创立之初便确立了"为效 果付费"的商业基石： • 1.0 MaaS 时代（决策智能时代）：通 ...

Investment Rating - The investment rating for the computer industry is maintained as "Cautious Recommendation" based on the current market conditions and future potential in AI applications and computing power [4][21]. Core Insights - The computer sector's fund holdings accounted for approximately 2.34% of total fund holdings in Q4 2025, showing a slight decrease from previous quarters, indicating a historical low [4][21]. - The leading companies in AI-related sectors are primarily focused on AI applications and computing power, suggesting a potential for increased investment as national industrial policies support the AI industry [4][21]. - Recent significant financing activities in the AI sector, such as StepFun's over 5 billion yuan B+ round, highlight the growing interest and investment in AI model development [22]. - Major advancements in AI hardware, including Microsoft's Maia 200 chip and Alibaba's Zhenwu 810E chip, demonstrate the competitive landscape and technological progress within the industry [23][25]. Summary by Sections 1. Q4 2025 Holdings Analysis - The proportion of computer sector holdings in funds decreased slightly to 2.34%, with a historical trend showing fluctuations over the past quarters [11]. - The number of computer companies in the top ten holdings decreased to 138, indicating a consolidation in holdings among fewer companies [14]. - The top ten companies by fund holdings in Q4 2025 included iFLYTEK, Kingsoft Office, Hikvision, Inspur Information, and others, with notable changes in rankings compared to Q3 2025 [17]. 2. Industry News - StepFun completed a record financing round, emphasizing the competitive nature of AI model development in China [22]. - Microsoft announced the launch of its second-generation AI chip, Maia 200, which significantly improves performance metrics [23]. - The release of the Kimi K2.5 model by Moonlight Dark Side showcases advancements in open-source AI capabilities [24]. - Alibaba's introduction of the Zhenwu 810E chip reflects the company's commitment to self-developed AI hardware [25]. 3. Company News - Inspur Information's executives announced plans to reduce their holdings, indicating potential shifts in company ownership dynamics [26]. - Tianyang Technology's major shareholder plans to reduce their stake, which may impact market perceptions of the company [27]. - Hehe Information reported on the completion of a significant share reduction by its major shareholders, reflecting ongoing adjustments in ownership [28]. 4. Market Review - The market performance from January 26 to January 30 showed the CSI 300 index rising by 0.08%, while the computer sector index fell by 4.47%, indicating a challenging week for the sector [30].