Key Takeaways STX released 30TB Exos M and IronWolf Pro drives built on its Mozaic 3 platform with HAMR technology. New drives address rising AI and edge computing demand, enabling high-capacity, real-time analytics. STX expects wider HAMR drive shipments in H2 2025, aligned with growing cloud and AI storage needs.Seagate Technology Holdings plc (STX) has announced the worldwide channel availability of its highest-capacity hard drives, the 30TB Exos M and IronWolf Pro. The 30TB and 28TB variants of the Ex ...

Key Takeaways PEGA's Blueprint tool is driving enterprise modernization, generating over 1,000 new Blueprints weekly. The AWS deal integrates Amazon Bedrock into PEGA tools, boosting the app lifecycle with secure GenAI models. PEGA-as-a-Service on AWS boosts revenue potential, offering faster deployment and flexible procurement.Pegasystems (PEGA) is capitalizing on the momentum of its generative AI (Gen AI) strategy, with its AI-powered, low-code tool “Pega Blueprint” emerging as a core driver of enterpri ...

证券研究报告 计算机 行业点评报告 hyzqdatemark 2025 年 07 月 15 日 证券分析师 宁柯瑜 SAC：S1350525020001 ningkeyu@huayuanstock.com 板块表现： 模型能力持续迭代，驱动国产算力景气提升 投资评级： 看好（维持） ——计算机行业点评 投资要点： 请务必仔细阅读正文之后的评级说明和重要声明 事件：7 月 11 日，月之暗面正式发布了 Kimi K2 大模型并开源，总参数量达到 1 万亿（1T），激活参数为 32B。在 SWE Bench Verified（编程）、Tau2（智能体）、 AceBench（工具调用）三项基准测试中，这一模型取得开源模型中的 SOTA 成绩。 联系人 需求侧：模型能力持续迭代，推动互联网等厂商资本开支提升。OpenAI、Anthropic、 DeepSeek、Kimi 等模型厂商持续迭代模型性能，发布了 o3-Pro、claude 4、 DeepSeek R1-0528、Kimi K2 等模型更新版本，进一步驱动海内外厂商提升资本开 支。海外方面，2025Q1，亚马逊、微软、谷歌、Meta 资本开支持续增长，主要投 ...

北京时间2025年7月15日 5时34分 ，伴随着震彻海天的轰鸣声， 长征七号遥十运载火箭 托 举着天舟九号货运飞船，从 海南文昌航天发射场 拔地而起，直刺苍穹。 这枚被网友亲切称为"太空快递小哥"的航天器，在短短 数小时 内便与天宫空间站完成自主快速交会对 接，将包括 春节用品、科研载荷及华为商用电脑 在内的物资精准送达"太空家园"。当火箭尾焰的橘红 色光芒划过南海之滨，地面指挥中心内，新华网记者正使用同款华为商用电脑实时同步报道内容。同一 款设备在不同维度书写着中国科技的自主创新故事。 从文昌到天宫，天地同频的"极境"考验 在文昌发射现场，面对发射前后的高强度报道任务，华为商用电脑持续7×24小时稳定运行，在海南高 温高湿的闷热环境中，既保障了实时数据传输的流畅性，又通过国产化信息安全方案确保了报道素材的 保密性。参与报道的前方记者表示，"从地球角落到太空轨道，华为商用电脑以'时刻在线'的稳定性表 现，为我们在发射任务关键节点实现新闻报道的及时、可靠提供了有力支撑。" 据了解，华为擎云品牌自发布以来，秉承"擎云直上，共创新境"的理念，以"品质可靠、自主创新、开 放共创、以人为本"为核心，持续深耕商用领域。 ...

Group 1 - The global PC market is showing significant recovery, with a year-on-year growth of 7.4% in Q2 2025, indicating a return to positive growth after several quarters of decline [1] - The long-term outlook for the PC market suggests a shift from price competition to a focus on AI computing power, local intelligent experiences, and system ecosystem integration, leading to a sustainable development trajectory [1] - The Computer ETF (code: 512720) tracks the CS Computer Index (code: 930651), which includes listed companies in the computer hardware, software, and services sectors, reflecting the overall performance of the Chinese computer industry [1]

Group 1: Stock Performance - HP closed at $24.83, down 2.32% from the previous trading session, underperforming the S&P 500 which gained 0.14% [1] - Prior to the recent trading day, HP shares had increased by 6.63%, outperforming the Computer and Technology sector's gain of 5.36% and the S&P 500's gain of 3.97% [1] Group 2: Earnings Expectations - HP is expected to report EPS of $0.74, a decrease of 10.84% from the prior-year quarter, with a projected revenue of $13.69 billion, reflecting a 1.26% increase from the same quarter last year [2] - For the entire fiscal year, earnings are predicted to be $3.09 per share and revenue at $54.5 billion, indicating changes of -8.58% and +1.75% respectively from the previous year [3] Group 3: Analyst Estimates and Valuation - Recent changes in analyst estimates for HP suggest a favorable outlook on business health and profitability, with the Zacks Rank system indicating a 3 (Hold) rating for HP [4][5] - HP's Forward P/E ratio is 8.24, which is lower than the industry average of 11.92, indicating a potential valuation discount [6] - HP has a PEG ratio of 2.06, compared to the industry average PEG ratio of 1.56, suggesting a higher anticipated earnings growth rate relative to its peers [7] Group 4: Industry Context - The Computer - Micro Computers industry, to which HP belongs, has a Zacks Industry Rank of 92, placing it in the top 38% of over 250 industries [7] - The strength of individual industry groups is measured by the Zacks Industry Rank, with top-rated industries outperforming lower-rated ones by a factor of 2 to 1 [8]

Wix.com (WIX) closed the most recent trading day at $149.61, moving -1.75% from the previous trading session. The stock trailed the S&P 500, which registered a daily gain of 0.14%. On the other hand, the Dow registered a gain of 0.2%, and the technology-centric Nasdaq increased by 0.27%. Shares of the cloud-based web development company witnessed a gain of 2.13% over the previous month, trailing the performance of the Computer and Technology sector with its gain of 5.36%, and the S&P 500's gain of 3.97%.The ...

Company Performance - Apple (AAPL) stock decreased by 1.2% to $208.62, underperforming the S&P 500 which gained 0.14% [1] - Over the past month, Apple shares appreciated by 7.49%, outperforming the Computer and Technology sector's gain of 5.36% and the S&P 500's gain of 3.97% [1] Upcoming Earnings - Apple's earnings report is expected on July 31, 2025, with projected earnings of $1.42 per share, indicating year-over-year growth of 1.43% [2] - Revenue is anticipated to be $88.53 billion, reflecting a 3.21% increase from the same quarter last year [2] Full Year Projections - For the full year, earnings are projected at $7.1 per share and revenue at $404.05 billion, representing changes of +5.19% and +3.33% respectively from the prior year [3] Analyst Estimates - Recent adjustments to analyst estimates for Apple reflect shifting short-term business dynamics, with upward revisions indicating analysts' positive outlook on the company's operations [4] - The Zacks Rank system, which incorporates these estimate changes, provides actionable ratings for investors [5] Valuation Metrics - Apple's Forward P/E ratio stands at 29.74, significantly higher than the industry average Forward P/E of 11.92 [7] - The PEG ratio for Apple is currently 2.36, compared to the Computer - Micro Computers industry's average PEG ratio of 1.56 [7] Industry Ranking - The Computer - Micro Computers industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 92, placing it in the top 38% of all industries [8]

Key Takeaways Adobe raised its FY25 EPS guidance to $20.50-$20.70, signaling nearly 12% year-over-year growth. ADBE's AI tools like Firefly and Acrobat AI boosted ARR by 12% in Q2, fueling long-term revenue strength. Adobe reported $2.19B in operating cash flow and $19.69B in RPO, with 67% to be recognized within a year.Adobe’s (ADBE) focus on infusing AI into its products is boosting prospects. The company raised its full-year earnings guidance to $20.50-$20.70 per share from $20.20-$20.50, following imp ...

Key Takeaways PEGA shares are up 6.9% YTD, trailing the tech sector and key rivals like MSFT, ORCL, and IBM. ACV rose 23% to $701M, driven by Pega GenAI Blueprint, digital shifts, and term-based licensing demand. PEGA forecasts 2025 revenue of $1.7B and expects FCF CAGR of 15-20% to surpass $700M by 2028.Pegasystems (PEGA) shares have appreciated 6.9% year to date (YTD), underperforming the broader Zacks Computer & Technology sector, as well as its closest peers, including Microsoft (MSFT) , Oracle (ORCL) ...