编译：Grace、Haozhen 在过去十年里，Snowflake（SNOW）凭借云原生数据仓库的创新，成为企业数据平台领域最具代 表性的公司之一。2020 年 Snowflake 以 120 美元发行价完成约 34 亿美元的 IPO，成为当时软件行 业规模最大的上市发行。 但随着 AI 的迅速崛起，企业使用数据的方式、技术栈构建和产品演进节奏都出现显著变化。接任 CEO 的 Sridhar Ramaswamy 在过去 18 个月中推动 Snowflake 迎来重要转折：从以数据基础设施为 核心的公司，升级为以 AI 驱动、面向更广泛企业用户的 AI Data Cloud。 在最新访谈中，Sridhar 解释了为什么 Snowflake Intelligence 是公司战略转型的关键一步。从底层技 术到跨云生态，再到与主要合作伙伴的关系演进，Snowflake 通过 AI 不断放大企业在自身平台上沉 淀的数据价值。此外，他还分享了企业应该如何衡量 AI ROI、AI 对广告行业的影响，以及在大模 型不断进步的今天，传统搜索技术为什么仍然不可或缺。 01 . Snowflake 的"转型"：利用 AI 放大已有 ...

Group 1: Market Performance - The domestic AI application sector continues to show strength, with the Sci-Tech Innovation Artificial Intelligence ETF (589520) rising against market trends, gaining 0.88% and recovering its 5-day moving average [1] - Over the past 10 trading days, the ETF has seen net inflows on 7 occasions, totaling 49.26 million yuan, indicating investor confidence in the future performance of domestic AI [1] Group 2: Key Stocks and Trends - Notable stocks within the ETF include Changchen Wanfeng, which surged by 11.90%, and several others like Foxit Software and Haotian Rui Sheng, which increased by over 3% [3] - The ETF's top ten holdings account for over 70% of its weight, with semiconductors representing more than half of the portfolio, showcasing a high concentration and aggressive positioning [4] Group 3: Industry Developments - Alibaba has launched the "Qianwen" project, while other major players like Tencent and ByteDance are also entering the AI application space, indicating a competitive landscape for AI applications [2] - The upcoming China International Semiconductor Expo aligns with the "14th Five-Year Plan," emphasizing the importance of technological innovation and supply chain security [2] Group 4: Future Outlook - CITIC Securities suggests that domestic AI applications are poised for a turning point, with significant potential for growth in the context of national security and technological independence [2] - The emphasis on domestic AI and computing power indicates a potential for localized growth and innovation in the sector [2]

Shares of Gorilla Technology Group Inc. (NASDAQ:GRRR) rose sharply in pre-market trading after the company reported financial results for the third quarter.Gorilla Technology reported third-quarter revenue of $26.5 million, up 32% on a year-over-year basis. The company attributed the growth to execution on AI infrastructure, public safety and enterprise projects across Asia, the Middle East, Europe and the Americas. Gorilla Technology reported breakeven earnings per share, or 26 cents per share on an adjust ...

2025-050 北京金山办公软件股份有限公司关于非独立董事辞职暨选举职工代表董事 及补选董事会审计委员会委员的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、非独立董事辞职情况北京金山办公软件股份有限公司（以下简称"公司"）董事会近日收到董事刘伟 先生的书面辞任报告，因工作调整原因，刘伟先生辞去第四届董事会董事职务、第四届董事会审计委员 会委员职务。 （一）离任情况姓名职务离任时间原定任期到期日离任原因是否继续在上市公司及其控股子公司任职是 否存在未履行完毕的公开承诺刘伟非独立董事2025年11月18日2028年6月3日工作调整否否 （二）离任对公司影响 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《北京金山办公软件股份有限公司章程》 （以下简称"《公司章程》"）等有关规定，刘伟先生的离任不会导致公司董事会成员低于法定最低人 数，不会影响公司董事会的正常运作以及日常经营的正常进行，刘伟先生的辞任申请自送达董事会之日 起生效。辞任后刘伟先生将继续遵守《上海证券交易所科创板股票上市规则（2025年 月修订） ...

Two-thirds of global organizations expect to slow entry-level hiring in the coming years, according to new research, marking another clear sign that artificial intelligence is reshaping the foundations of the labor market. The findings come from IDC’s new InfoBrief, “AI at Work: The Role of AI in the Global Workforce,” which was commissioned by the software company Deel. It surveyed 5,500 business leaders across 22 countries in a wide range of industries. The study found that employers are rapidly adopti ...

Share N-able supports customers in the defense supply chain with a scalable UEM solution designed for compliance and business resilience BURLINGTON, Mass.--(BUSINESS WIRE)--N-able, Inc. (NYSE: NABL), a global software company delivering an end-to-end cyber resilience platform, today announced the public preview of a version of its N- able N-central unified endpoint management (UEM) solution supporting CMMC 2.0 controls—which customers can run to control their own data and infrastructure in their secure envi ...

36氪获悉，近日，万兴科技面向国内市场发布视频创意软件万兴喵影2026桌面端（海外版： WondershareFilmora V15）。据介绍，万兴喵影以AI大模型为基础，聚焦智能生成与创作流管理，实现 AI全链路提效，首次在通用型视频创意软件中提供从AI素材生成、续写到精细剪辑的一站式体验，上 线数据化模板、钢笔工具等编辑功能，并全新推出双时间线编辑、多工程编辑等专业功能。 ...

Group 1 - The software sector is experiencing a strong performance, with the China Software Service Index rising nearly 2% as of November 18, driven by favorable news and the increasing importance of self-controlled basic software for national security and sustainable industrial development [1] - The domestic software industry is in a growth phase, with significant potential for future development due to multiple positive factors [1] Group 2 - Berkshire Hathaway's recent 13F filing revealed a substantial investment in Alphabet, valued at approximately $4.3 billion, making it the company's tenth-largest holding, indicating a consensus on AI investments [2] - The AI sector has seen a net inflow of nearly 99 billion yuan in financing this year, reflecting a strong trend in the industry [2] Group 3 - The electronics and computer sectors have become the primary focus for capital, with the electronics industry achieving a transaction volume exceeding 53 trillion yuan over the past year, significantly outpacing other sectors [3] Group 4 - Recent policies from the Ministry of Industry and Information Technology and the State Administration for Market Regulation emphasize support for key enterprises in the electronic information manufacturing industry, promoting domestic products and technological self-reliance [4] - The central government has highlighted the importance of technological independence and the institutionalization of data elements in its 14th Five-Year Plan, aiming to accelerate the development of core technologies in software and integrated circuits [4] Group 5 - Several domestic software companies reported positive third-quarter results, with Kingsoft Office achieving a revenue increase of 25.33% and a net profit increase of 35.62%, while Foxit Software reported a revenue increase of 47.80% and a net profit increase of 106.29% [5] - International software companies, including Google and Cloudflare, also reported strong performance, with ongoing investments in AI infrastructure and expansion into various AI application scenarios [5] Group 6 - The Software 30 ETF by E Fund focuses on AI software, aiming to capture investment opportunities in the sector, reflecting the overall performance of listed companies in software development and services [8] - The index tracks 30 representative companies in the software service industry, indicating a potential for sustained investment value driven by domestic demand and technological innovation [8]

Palantir has been a major beneficiary of artificial intelligence (AI) spending, but the stock's rally could start to wane.Despite some volatility earlier in the year, 2025 has shaped up to be another impressive year for artificial intelligence (AI) stocks. Per usual, data analytics platform Palantir Technologies (PLTR 1.63%) has remained one of the best AI stocks -- with shares surging 130%.One sector that has been relatively weak this year, however, is health insurance. Among notable laggards is UnitedHeal ...

Core Insights - Palantir Technologies Inc. is recognized as one of the 15 Best Aggressive Growth Stocks to Buy Right Now, with a recent price target increase from DA Davidson from $170 to $215 while maintaining a Neutral rating [1] - The company reported an "outstanding quarter" with accelerating revenue growth, attributed to a significant increase in US demand for AI solutions [1] - Cantor Fitzgerald also raised its price target from $155 to $198, citing revenue that exceeded market expectations and the midpoint of the company's guidance [3] Company Positioning - Palantir is well-positioned to assist customers in effectively deploying AI through its Ontology platform, being described as "the best story in all of software" by DA Davidson [2] - The company specializes in big data analytics and AI platforms, serving key government and commercial enterprises [5] Valuation Concerns - Despite the positive outlook, both DA Davidson and Cantor Fitzgerald maintained a Neutral rating due to valuation concerns, with Palantir's stock trading at approximately five times higher than the median of the firm's infrastructure software coverage [2][4]