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 ...

（责任编辑：董萍萍 ） 1月12日午后，AI应用持续爆发，软件赛道多只个股涨停。创业板软件ETF华夏（159256）持仓股 中，多只个股达20cm涨停。拓尔思、汉得信息、万兴科技、昆仑万维四只持仓股涨停，每日互动、润 泽科技、卫宁健康等个股涨幅超17%。创业板软件ETF华夏盘中涨幅超9%，单日成交额突破2.8亿元， 换手率突破200%，为全市场换手率第二。 相关产品：创业板软件ETF华夏（159256）、创业板200ETF华夏（159573）、人工智能AIETF （515070） 每日经济新闻 消息方面，马斯克宣布，将在一周内正式开源X平台最新的内容推荐算法。本次开源将覆盖"所有 用于决定向用户推荐自然内容和广告内容的代码"，并强调这只是第一步。后续将每四周更新一次代 码，同时附带开发者说明，标注算法和逻辑上的改动内容。 在AI产业链中，软件行业主要处于中游技术层和下游应用层，扮演着核心技术支撑和应用落地的 关键角色。具体来看，软件行业在中游技术层主要提供AI框架、开发平台和算法模型，这些技术是AI 应用开发的基础。在下游应用层，软件行业通过将AI技术与各行业结合，推动AI应用的落地。 国金证券表示，2026 ...

中银证券认为，短期来看，海外区域政治波动增加，全球配置资金对中国资产关注度增加。从市场行情 来看，2025年以来，AI产业链内部已经经历了从"海外算力"到"国产算力"再到"存力与电力"的行情轮 动，AI应用相对海外算力涨幅有限，其作为市场核心关注点仍具备较高配置性价比。 GEO意为"生成式引擎优化"，是一套专门针对生成式AI内容分发和推荐机制，进行内容结构、数据标 记、品牌权威性和对话体验等多维度优化的策略体系。其核心目标，是让品牌、产品或服务在AI生成 内容中被优先提及、引用或推荐，提升在AI搜索结果中的可见度和权威性。时下，AI应用用户规模持 续扩大，根据QuestMobile上月统计数据，原生AI市场中豆包1.55亿周活稳居榜首，DeepSeek超8000 万、元宝超2000万分别位列二三席；年底发布的阿里"千问"迅速追至第二梯队，周活已逼近千万。 在AI产业链中，软件行业主要处于中游技术层和下游应用层，扮演着核心技术支撑和应用落地的关键 角色。具体来看，软件行业在中游技术层主要提供AI框架、开发平台和算法模型，这些技术是AI应用 开发的基础。在下游应用层，软件行业通过将AI技术与各行业结合，推动AI应 ...

转自：北京日报客户端 1月12日下午2点01分，A股市场成交量再破3万亿元，这是史上第六次站上3万亿的成交高峰，说明市场 交投活跃度高。 看大盘，沪指以"十七连阳"的连涨势头，创下33年来的历史纪录；看概念，AI应用持续全面爆发，商业 航天概念延续强势突破，就连零售概念也活跃走高；看个股，全市场上涨个股超3800只，涨停股142 只，连续三日超百股涨停。值得一提的是，今年开年的6个交易日内，除了1月7日是98股涨停之外，其 它5个交易日的涨停个股超百只，赚钱效应明显。 目前，沪指、深成指、创业板指均大涨约1％，市场3800多只个股上涨，涨停股超160只。人工智能、 AI应用概念领涨。 "当前，A股的火热历史罕见，连回调都没有！"一位广州的老股民李先生惊呼，1月12日上午开盘仅一 个小时，两市成交量接近1.7万亿，半日成交额破2.31万亿元，资金跑步进场，热点全面开花。截至上午 收盘，沪指报4151.14，涨0.75%；深成指涨1.31%，创业板指走出"V"字反弹，涨1.17%。 | 今日涨幅最大 | 5日涨幅最大 | 主力净买入 热力图 | | --- | --- | --- | | 文化传媒 | 互联网服务 ...