证券之星消息，根据市场公开信息及10月22日披露的机构调研信息，国投瑞银基金近期对1家上市公司进行了调研，相关名单如下： 1）科大讯飞 （国投瑞银基金参与公司业绩说明会&价值在线会议） 个股亮点：公司在不同行业多年的规模化应用积累了超过50TB的行业语料和每天超10亿人次用户交互数据，通过挖掘、收集及清洗高质量、多领 域、多行业及多样性的海量丰富数据；公司与阿里一直有良好的交流合作；"讯飞星火大模型"升级，V4.0在底座能力上对标GPT-4 Turbo，多模态 能力、智能体能力显著提升。 国投瑞银基金成立于2002年，截至目前，资产管理规模(全部公募基金)2515.16亿元，排名32/210；资产管理规模(非货币公募基金)1417.73亿元， 排名36/210；管理公募基金数212只，排名31/210；旗下公募基金经理31人，排名40/210。旗下最近一年表现最佳的公募基金产品为国投瑞银锐意 改革混合A，最新单位净值为1.39，近一年增长55.01%。旗下最新募集公募基金产品为国投瑞银上证综合指数增强A，类型为指数型-股票，集中 认购期2025年10月22日至2025年11月11日。 以上内容为证券之星据公开 ...

IBM posted higher revenue in the third quarter as customers are transitioning to scaling artificial intelligence within their businesses from experimenting with it. ...

Key Takeaways IBM partners with Groq to integrate GroqCloud inference tech into watsonx Orchestrate.The move enables faster, cost-efficient AI performance and supports multiple enterprise use cases.IBM plans to enhance Red Hat vLLM and Granite models to strengthen its agentic AI ecosystem.International Business Machines Corporation (IBM) recently announced that it has entered into a partnership with Groq, which specializes in fast and affordable inference infrastructure that efficiently powers AI models. Gr ...

Investment Rating - The report maintains a "Recommended" rating for the company, indicating a potential upside of over 15% relative to the benchmark index [4][10]. Core Insights - The company reported a significant improvement in its financial performance for Q3 2025, with a total revenue of 60.78 billion yuan, representing a year-on-year growth of 10.02%. The net profit attributable to shareholders turned positive at 1.72 billion yuan, a remarkable increase of 202.40% compared to the previous quarter [1][3]. - The company has solidified its leading position in the artificial intelligence sector, with its "Xunfei Spark X1" model achieving industry-leading performance in various applications, including mathematics, translation, reasoning, and text generation [2][3]. - The commercialization of AI is accelerating, with the company securing the highest number and value of contracts related to large models in the industry, totaling 5.45 billion yuan in Q3 2025 [3]. Financial Performance Summary - For the first three quarters of 2025, the company achieved a total revenue of 169.89 billion yuan, a year-on-year increase of 14.41%. The net profit attributable to shareholders was a loss of 0.67 billion yuan, but this was a significant narrowing of losses compared to previous periods [1]. - The company forecasts revenues of 279 billion yuan, 338 billion yuan, and 414 billion yuan for 2025, 2026, and 2027, respectively, with net profits projected at 7.29 billion yuan, 11.05 billion yuan, and 14.13 billion yuan for the same years [3][7]. - Key financial metrics indicate a gross margin of 40.38% in Q3 2025, reflecting an improvement in profitability [1][3]. Market Position and Competitive Advantage - The company has established a robust ecosystem for its AI models, with over 1.22 million new developers joining in the first three quarters of 2025, including 690,000 focused on large model development [3]. - The "Xunfei Spark" model's capabilities have been validated against global benchmarks, demonstrating its competitive edge in the AI landscape [2].

Market Overview - Pre-market futures are showing a flat trend with a slight downward bias following a record closing high for the Dow on Tuesday [1] - The Dow is down 9 points, S&P 500 is up 3 points, Nasdaq is down 38 points, and Russell 2000 is down 9 points at this hour [1] Federal Reserve Insights - Fed Governor Michael Barr is scheduled to make appearances ahead of the upcoming monetary policy decision from the FOMC [2] - Analysts are nearly unanimous in expecting a 25 basis-point rate cut next Wednesday, which would lower the Fed funds rate to a range of 3.75-4.00% [2] Q3 Earnings Reports - **AT&T (T)**: Reported Q3 earnings of 54 cents per share, missing estimates by 1 cent, with revenues of $30.71 billion, down 0.81% from estimates. Shares are down 1.6% [3] - **Thermo Fisher (TMO)**: Reported earnings of $5.79 per share, beating estimates of $5.50, with revenues of $11.12 billion, exceeding expectations by 2%. Shares are up 2% [4] - **GE Vernova (GEV)**: Reported earnings of $1.64 per share, missing the consensus of $1.78 by 7.87%, but revenues of $9.97 billion were 8.62% higher than anticipated. Shares are up 3.8% [5] - **Teck Resources (TECK)**: Reported earnings of 55 cents per share, surpassing projections by 41%, with revenues of $2.46 billion, exceeding consensus by 14.3%. This company may gain relevance due to rare earth negotiations with China [6] Upcoming Earnings Expectations - **Tesla (TSLA)**: Expected to report negative earnings per share, down 26.4% year over year, but with a 5% increase in revenues. Shares are up 9.6% year to date [7] - **IBM**: Anticipated to report earnings 6% higher and revenues up 7.57% for the quarter, with shares having gained 28% since the start of the year [9] - **Southwest Airlines (LUV)**: Facing a tough year-over-year comparison with expected earnings growth down 93% but a slight revenue increase of 1.44% [9]

Core Insights - The event "Walking into Tencent: Finance for Good" and the "Wutong" series public welfare platform roadshow was held at Tencent Binhai Building, focusing on financial consumer protection and investor education [1][7] - The "Wutong Weizhi" platform, developed by Tencent, aims to address traditional financial education challenges through technology, having partnered with over 110 leading financial institutions and surpassed 10 million registered users [1][2] Group 1: Event Overview - The event attracted representatives from various wealth management institutions, including banking, insurance, and securities sectors, to discuss new models for financial consumer protection and investor education [1] - Attendees experienced Tencent's advancements in big data, artificial intelligence, and cloud computing, highlighting the potential of technology in finance [1] Group 2: Wutong Weizhi Platform Features - The platform includes a financial volunteer section that supports traditional financial education, rapid dispute resolution, and targeted activities for specific groups like campuses and communities, receiving strong support from central authorities [2] - It enhances AI video generation capabilities, offering automated solutions for financial institutions to create educational videos, with three core functions: customized animation production, content slicing, and one-click AI conversion of text to video [2] Group 3: Wutong Collection Tool - The "Wutong Collection" platform serves as a comprehensive tool for managing large-scale events, enabling financial regulatory bodies and industry organizations to conduct various activities online throughout the entire lifecycle [4] Group 4: Industry Collaboration - Leading wealth management institutions, such as China Merchants Bank Wealth Management and Ping An Wealth Management, signed agreements to join Tencent's "Wutong" public welfare platform during the event [5] - The event facilitated deeper understanding of Tencent's innovative public welfare platform and established a bridge for collaboration among industry players, aiming to create a safer and more transparent financial environment for investors [7]

NEW YORK--(BUSINESS WIRE)--Afiniti Inc., a global provider of artificial intelligence and customer experience optimization today announced its partnership with Five9, the intelligent CX platform provider. The collaboration will give Five9 customers access to Afiniti's AI Pairing technology within the Five9 Intelligent Cloud Contact Center, helping organizations improve conversion rates, boost agent performance, and drive measurable business outcomes. Afiniti's AI Pairing technology uses behavio. ...

We recently published 10 Stock News You Should Not Miss as Tom Lee Reiterates Bullish Market Outlook Amid AI Catalysts. Oracle Corporation (NYSE:ORCL) is one of the stock news you should not miss. Joe Tigay from Equity Armor Investments said in a recent program on Schwab Network that he’s excited about the future of Oracle amid a new customer (TikTok US). “They’re going to spend a lot of money to use Oracle Corp (NYSE:ORCL) cloud and Oracle is getting into the cloud business and now they got a new custom ...

来源：环球网 【环球网科技综合报道】10月22日消息，据investing援引彭博社报道，微软公司宣布将豁免许多销售岗 位遵守其即将实施的重返办公室规定，采取比许多科技行业同行更为灵活的工作方式。 目前，许多科技公司正要求员工重返办公室。例如，戴尔科技公司一年多前已要求其销售人员每周五天 全部到岗；亚马逊公司也要求大多数企业员工在工作日每天到办公室上班。 此前，微软一直采取较为弹性的工作方式。但上个月，该公司宣布从明年春季开始，位于西雅图地区的 员工每周需到办公室工作三天，随后该政策将逐步推广至美国其他地区及全球各地。尽管如此，微软仍 致力于在合理的情况下保持灵活性。麦克亨利在致员工的备忘录中强调了这一点。（青云） 本周，微软人力资源主管特蕾莎・麦克亨利（Theresa McHenry）在一份员工备忘录中表示："对于一些 面向客户和合作伙伴的岗位，我们认识到其工作性质与微软其他部门有所不同。" 据悉，此次豁免涵盖商业销售和解决方案工程等职位。 ...

Oracle appears to be in the best position to become the next AI stock to attain a 13-digit valuation.What do the following stocks have in common: Nvidia (NVDA 0.81%), Apple (AAPL +0.33%), Microsoft (MSFT +0.25%), Alphabet (GOOG 2.21%) (GOOGL 2.34%), Amazon (AMZN +2.64%), Meta Platforms (META +0.15%), Broadcom (AVGO 1.88%), Taiwan Semiconductor Manufacturing (TSM 1.07%) and Tesla (TSLA 0.87%)? Two things stand out. They're all key players in the artificial intelligence (AI) space. They also all have market c ...