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开普云股价跌5.02%,国新国证基金旗下1只基金重仓,持有3000股浮亏损失2.32万元
Xin Lang Cai Jing· 2025-09-01 03:19
Group 1 - The core viewpoint of the news is that Kaipu Cloud's stock has experienced a decline of 5.02%, with a current price of 146.08 CNY per share and a total market capitalization of 9.863 billion CNY [1] - Kaipu Cloud Information Technology Co., Ltd. was established on April 17, 2000, and went public on March 27, 2020. The company primarily provides internet content service platform construction, operation, and maintenance, as well as big data services for government agencies, large and medium-sized enterprises, and media units [1] - The main revenue composition of Kaipu Cloud includes: intelligent source 49.34%, AI large model and computing power 20.04%, AI content security 15.37%, and digital governance and others 15.13% [1] Group 2 - From the perspective of fund holdings, the Guoxin Guozheng Fund has one fund heavily invested in Kaipu Cloud, specifically the Guoxin Guozheng New Benefit A (001797), which held 3,000 shares in the second quarter, accounting for 0.94% of the fund's net value [2] - The Guoxin Guozheng New Benefit A fund was established on September 2, 2015, with a latest scale of 19.0233 million CNY. Year-to-date return is 10.82%, ranking 5618 out of 8254 in its category, while the one-year return is 17.49%, ranking 5994 out of 8037 [2] Group 3 - The fund manager of Guoxin Guozheng New Benefit A is Zhang Honglei, who has been in the position for 3 years and 361 days. The total asset scale of the fund is 1.57 million CNY, with the best return during his tenure being 52.66% and the worst return being -13.4% [3]
君逸数码新设数联科技公司,含AI相关业务
人民财讯9月1日电,企查查APP显示,近日,成都青信数联科技有限公司成立,法定代表人为谢明,经 营范围包含:人工智能行业应用系统集成服务;大数据服务;安全系统监控服务等。企查查股权穿透显 示,该公司由君逸数码(301172)全资持股。 ...
21对话|佳都科技王凯:AI如何与智慧交通更深入融合?
21世纪经济报道记者杨坪 而这只是当前人工智能与交通运输产业深度融合的一角。近年来,人工智能飞速发展,如何推动其在技 术、应用、产业、标准等方面形成竞争优势,成为各方关注的焦点。交通运输,无疑是人工智能可以率 先落地的重要商业化场景。 聚焦于行业发展趋势与现状,智能化技术究竟会如何实现交通设施效能提升与安全水平升级?聚焦这一 问题,佳都科技首席AI科学家王凯接受了21世纪经济报道记者的采访。 "交通行业的专业设备设施非常多,如果分专业分场景一个一个去落地AI大模型,它效率是不够高的, 所以我们可以学习华为手机、鸿蒙智行汽车等,把原生AI能力,尤其是端侧大模型的能力,部署到行 业操作系统层面,只要安装了我们行业发行版的设备设施,那么它就会像华为手机一样,天然地具备 AI大模型的能力,可以适配会有更多的场景、设备与平台,实现更高效的AI智能化赋能。"王凯表示。 "交通佳鸿"系统产业化落地 事实上,佳都科技内部,对于"交通佳鸿"操作系统寄予厚望。 据佳都科技刚刚发布的 2025 年半年度报告,报告期内,公司实现营业收入49.19亿元,同比增长 65.22%;实现归属于上市公司股东的净利润1.35亿元,同比实现扭亏为 ...
华为联合明辉股份发布“食安眸”食品安全智慧管理平台
Xin Hua Cai Jing· 2025-08-31 03:52
当前,面对全国超过60万家校园食堂的复杂管理局面,传统管理方式已力不从心。李建中指出,"人盯 人"的管理模式难以为继,智慧管理通过数字孪生、区块链和人工智能技术,正在重构食品安全治理范 式。区块链确保数据不可篡改,AI实现秒级预警,使管理从"救火式"处置向"免疫式"预防根本性转变。 新华财经北京8月31日电(陈冉)8月29日,浙江明辉智能科技有限公司与华为技术有限公司联合举 办"食安眸"食品安全智慧管理平台发布会。会议聚焦食品安全数字化治理新趋势,实地参观明辉智慧食 安示范基地,并共同探讨"数字孪生+区块链"创新方案如何引领食品安全管理新变革。教育部原副部长 张天保、原国家工商行政管理总局副局长李建中、浙江省政协原副主席陈艳华、明辉股份董事长何云 峰、浙江华为通信技术有限公司副总经理俞泉等150余位政企代表出席发布会。 陈艳华致辞时指出,随着数字化时代的到来,传统的食品安全管理方式已难以满足日益复杂多变的市场 需求。明辉股份与华为携手合作的"食安眸"平台,旨在实现三大突破:一是在食品全链路可视化管理上 有新突破,确保每一个环节都可追溯、可查询;二是在智能风险预警上有新突破,利用人工智能对海量 数据进行实时分析 ...
在美国,打工人越老越吃香,22-25岁新人最先被AI淘汰
机器之心· 2025-08-30 04:12
Core Viewpoint - The article discusses the impact of AI on the labor market, particularly focusing on the employment trends of young workers in high AI exposure jobs, revealing a significant decline in their employment rates while older workers in the same fields see growth [2][4][5]. Summary by Sections AI's Impact on Employment - AI's rapid advancement has led to debates about its potential to replace human labor, especially in software engineering and customer service roles [2]. - A study from Stanford's Digital Economy Lab analyzed ADP data, indicating that young workers (ages 22-25) in high AI exposure jobs are experiencing a notable decline in employment rates [4]. Key Findings from the Research - The first key finding shows that in high AI exposure jobs, the employment rate for young workers has significantly decreased, while older workers in the same roles have seen stable or increasing employment trends [4]. - The second finding indicates that overall employment remains strong, but young workers' employment growth has stagnated since late 2022. Specifically, from late 2022 to July 2025, employment for 22-25-year-olds in high AI exposure jobs dropped by 6%, while older workers' employment grew by 6%-9% [5][20]. - The third finding reveals that not all AI applications lead to job losses. In roles where AI enhances rather than automates tasks, young workers' employment has actually increased [5][23]. Reasons for Young Workers' Vulnerability - The article suggests that young workers are more vulnerable to AI replacement due to their reliance on procedural knowledge, which AI can easily replicate, compared to older workers who possess more tacit knowledge gained through experience [6]. - AI expert Geoffrey Hinton has expressed concerns that entry-level jobs in fields like call centers and routine programming are at high risk of being replaced by AI [7]. Employment Trends Visualization - Data visualizations indicate that the employment rate for the youngest workers has significantly declined since 2022, with a nearly 20% drop for software developers aged 22-25 by July 2025 [9]. - Employment trends across different age groups show that while younger workers face stagnation, older workers continue to experience growth, particularly in low AI exposure roles [17][20].
青云科技发布半年度业绩,归母净亏损4156万元
智通财经网· 2025-08-29 17:34
智通财经APP讯,青云科技(688316.SH)披露2025年半年度报告,报告期公司实现营收1亿元,同比下降 30.56%;归母净利润亏损4156万元;扣非净利润亏损4201万元;基本每股收益-0.87元。 ...
F5 (FFIV) Up 1.6% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-08-29 16:37
Core Insights - F5 Networks reported strong Q3 earnings, with non-GAAP earnings per share of $4.16, exceeding expectations by 19.2% and up 23.8% year-over-year [2] - Revenues for Q3 reached $780 million, surpassing the consensus estimate by 3.6% and reflecting a 12.2% year-over-year increase [3] Financial Performance - Product revenues, accounting for 49.8% of total revenues, increased by 26% year-over-year to $389 million, outperforming estimates of $346.7 million [4] - Systems revenues surged 39% year-over-year to $181 million, representing 46.5% of total product revenues, driven by demand for infrastructure upgrades [5] - Software revenues rose 16% year-over-year to $208 million, exceeding estimates of $202 million [6] - Global Services revenues grew 1% year-over-year to $392 million, slightly below estimates of $399.5 million [6] Profitability Metrics - Non-GAAP gross profit increased 12.3% year-over-year to $649 million, with a gross margin of 83.1%, unchanged from the previous year [7] - Non-GAAP operating profit rose 14.6% year-over-year to $267 million, with an operating margin improvement of 90 basis points to 34.3% [7] Balance Sheet and Cash Flow - F5 ended the quarter with cash and short-term investments of $1.44 billion, up from $1.26 billion in the previous quarter [8] - The company generated operating cash flow of $282 million during the quarter and $742 million in the first nine months of fiscal 2025 [8] - F5 repurchased shares worth $125 million in the fiscal third quarter and $377 million in the first nine months of fiscal 2025 [8] Future Guidance - F5 raised its fiscal 2025 revenue growth forecast to approximately 9%, up from the previous estimate of 6.5-7.5% [9] - Non-GAAP EPS is now projected to grow by 14-15%, compared to the earlier guidance of 8-10% [10] - For Q4 fiscal 2025, F5 expects revenues between $780 million and $800 million, with a non-GAAP EPS range of $3.87-$3.99 [10] Market Sentiment - Recent estimates for F5 have trended upward, indicating positive market sentiment [11] - F5 holds a Zacks Rank 1 (Strong Buy), suggesting expectations for above-average returns in the coming months [13]
Proactis SA - Half Year revenue report July 2025
Globenewswire· 2025-08-29 16:05
Core Viewpoint - Proactis SA reported a significant decline in financial performance for the six months ended July 31, 2025, with an overall revenue drop of 16% compared to the same period in 2024, attributed to non-renewal of contracts and downward pressure on fees [2][5][8]. Financial Performance - Consolidated Operational Revenue decreased from €2.9 million in H1 FY25 to €2.4 million in H1 FY26, reflecting an 18% decline [3]. - SaaS revenue fell from €2.6 million to €2.3 million, a decrease of 13% [3]. - Services revenue saw a significant drop from €0.3 million to €0.1 million, marking a 68% decline [3]. - Management fees decreased from €1.4 million to €1.2 million, down by 11% [3]. - Total consolidated revenue decreased from €4.3 million to €3.6 million, representing a 16% decline [3][5]. Factors Contributing to Revenue Decline - The decline in turnover is primarily due to the non-renewal of contracts in certain non-core product lines, which include third-party software [5][8]. - There is also downward pressure on fees during the renewal of contracts, impacting overall revenue [5][8]. Company Overview - Proactis SA specializes in business spend management and collaborative business process automation solutions, operating in multiple countries including France, Germany, the USA, and Manila [6]. - The company integrates its solutions with various ERP and procurement systems to enhance user adoption, compliance, and savings [6].
兑吧(01753)发布中期业绩 毛利5725万元
智通财经网· 2025-08-29 15:32
Core Viewpoint - The company Duiba (01753) reported its interim results for the six months ending June 30, 2025, showing a revenue of 350 million RMB and a gross profit of 57.25 million RMB [1] Financial Performance - Revenue for the six months was 350 million RMB [1] - Gross profit amounted to 57.25 million RMB [1] User Operations SaaS Platform - The company's user operations SaaS platform aims to enhance mobile app user engagement through various interactive tools, including points/member systems, gamified user operations, e-commerce live streaming for bank credit cards, WeChat enterprise marketing tools, and financial industry live streaming [1] - As of June 30, 2025, the number of paying customers using the SaaS services was 487, a decrease from 531 in the first half of 2024 [1] - The platform had 128 clients from the financial sector, down from 170 in the first half of 2024, and 359 clients from other industries, slightly down from 361 [1] Contractual Agreements - The total number of new contracts (including renewals) for the user operations SaaS platform reached 177 during the six months, compared to 224 in the first half of 2024 [1] - The total value of new contracts (including renewals) signed in the first half of 2025 was 50.4 million RMB, down from 75.5 million RMB in the first half of 2024 [1] - The average fee per signed contract was approximately 285,000 RMB [1]
神思电子8月28日获融资买入5282.30万元,融资余额2.95亿元
Xin Lang Zheng Quan· 2025-08-29 02:05
8月28日,神思电子跌0.18%,成交额3.25亿元。两融数据显示,当日神思电子获融资买入额5282.30万 元,融资偿还4386.96万元,融资净买入895.34万元。截至8月28日,神思电子融资融券余额合计2.95亿 元。 截至6月30日,神思电子股东户数3.15万,较上期增加2.12%;人均流通股6248股,较上期减少2.08%。 2025年1月-6月,神思电子实现营业收入1.92亿元,同比增长176.30%;归母净利润-5881.82万元,同比 增长23.90%。 分红方面,神思电子A股上市后累计派现5194.83万元。近三年,累计派现0.00元。 责任编辑:小浪快报 融资方面,神思电子当日融资买入5282.30万元。当前融资余额2.95亿元,占流通市值的6.75%,融资余 额超过近一年90%分位水平,处于高位。 融券方面,神思电子8月28日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元; 融券余量0.00股,融券余额0.00元,超过近一年70%分位水平,处于较高位。 资料显示,神思电子技术股份有限公司位于山东省济南市高新区舜华西路699号,成立日期2004年12月 27 ...