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新开普:构建AI双维度收益增长体系,推动B端到C端服务延伸
21智讯1月13日电,新开普在投资者关系活动中表示,公司AI相关服务当前以传统信息化项目招标模式 为主,采用单次项目交付的收益方式。未来将构建双维度收益增长体系:一方面依托西安交大等标杆客 户合作基础,深化高校'十五五'信息化升级项目合作,拓展可持续的B端生态;另一方面,随着AI智能 体在教学管理、数据服务等场景的渗透,逐步面向学生个体提供可订阅、可购买的学业提升、知识强化 等增值服务体系,实现从B端到C端的服务延伸,拓宽市场空间。 ...
AI应用集体爆发,重仓基金单日大涨14%
券商中国· 2026-01-13 01:51
2026年伊始,AI产业链迎来了"硬件切软件"的重要变化。 1月12日,AI应用板块大涨,易点天下、中文在线、天龙集团集体收获20%的涨停,中证传媒指数、中证软件 指数涨超9%,中证动漫游戏上涨6.74%。 相关基金也应声大涨,重仓AI应用的西部利得科技创新A单日大涨14.17%,东财卓越成长、申万菱信乐道三年 持有、永赢信息产业智选等5只基金涨幅超13%,AI应用在沉寂近半年时间后重回投资者视野。 重仓基金单日大涨超14% 此外,招商软件龙头ETF、嘉实软件ETF、广发传媒ETF、国泰影视ETF、华宝大数据ETF等多只AI应用ETF也 均在1月12日收获10%左右的涨幅。 对于近期AI应用的高歌猛进,西部利得科技创新的基金经理吴海健认为,直接催化或是海外大厂拟收购 Manus,金额和估值均超市场预期,其意义可能已超越收购成功与否,核心是打破了模型吞噬软件以及巨头为 王的叙事;其次,AI带来流量入口变迁,推动广告行业出现GEO新商业模式,或催化本轮广告为首的应用行 情;资金层面,国内模型公司登陆港股以及工信部等八部门印发《"人工智能+制造"专项行动实施意见》等事 件或对应用板块情绪也有较大催化。 值得一提的是 ...
“政策催化+产业趋势加速+春季躁动风格”共振驱动,软件ETF(515230)开盘大涨超5%
Sou Hu Cai Jing· 2026-01-13 01:45
"政策催化+产业趋势加速+春季躁动风格"三重利好共振驱动 GEO推动广告投放升级,市场规模有望高速增长 近期,软件板块由"政策催化+产业趋势加速+春季躁动风格"共振驱动,市场认可AI应用高景气,软件ETF(515230)开盘大涨超5%,资金积极布局,昨日 净流入近4亿元。 政策催化层面,1 月 8 日工信部等八部门联合印发《"人工智能 + 制造" 专项行动实施意见》,为行业发展划定清晰路线图与量化目标(通用大模型深度应 用、千个工业智能体、百个高质量数据集等),并同步推出工业互联网与AI融合赋能方案,强化了市场对算力、模型与场景落地的盈利预期。 概念催化层面,GEO概念和AI医疗概念发酵。GEO(生成式引擎优化)是一种针对生成式AI平台(如DeepSeek、豆包等)的优化策略,核心目标是让企业 的品牌、产品或服务,能在AI生成式回答中被优先提及、精准推荐。GEO有望驱动广告代理商商业模式变革,AI+营销有望重塑广告行业内核。AI医疗方 面,ChatGPT推出health服务。2026年1月8日,OpenAI宣布在ChatGPT中集成健康对话功能模块ChatGPT Health。全球每周有超过 230 亿用户在 ...
英伟达AMD亮相CES 2026加速硬件进化 万兴科技(300624.SZ)引领应用层迭代
智通财经网· 2026-01-13 01:41
智通财经APP获悉,近日,全球科技盛会2026年国际消费电子展(CES 2026)在美国拉斯维加斯开幕。作为全球最具影响力的 消费电子展会之一,CES汇集当下最新的创新技术,被视为新技术和产业趋势的风向标。本届CES规模空前,参展商超4100 家,观众预计突破15万人。同时,大会上,"数字智能"向"具身智能"范式的转变、人工智能加速融入物理硬件等前沿行业趋 势,引发全球关注;英伟达、AMD等核心算力提供商,OpenAI、万兴科技(300624.SZ)等大模型和AI应用企业,正加速影响 AI全产业链。 (CES 2026在美开幕) (万兴科技持续加速推动AI技术落地应用) 在文档及绘图创意软件领域,万兴科技已焕新发布文档创意软件万兴PDF2025,并上线智能加密、专业翻译等全新AI功 能,大幅提升文档处理效率;绘图创意软件万兴脑图V13通过升级知识库体系和AI能力,推动知识管理智能化、系统化;全 新万兴图示V15则聚焦AI绘图与智能交互,为用户提供更便捷的图表创作体验。 大会期间,全球领先的芯片企业展出多项更强大、更普及、更高效的AI算力基础设施。在AI算力市场举足轻重的英伟达, 在CES上提前发布了下一代AI ...
SMAR INVESTOR ALERT: Former Smartsheet Inc. Shareholders with Substantial Holdings Have Opportunity to Lead the Smartsheet Class Action Lawsuit
Prnewswire· 2026-01-13 01:33
Core Viewpoint - The Smartsheet class action lawsuit alleges that shareholders were misled during the acquisition process by Blackstone Inc., Vista Equity Partners Management, LLC, and the Abu Dhabi Investment Authority, resulting in an unfair cash price of $56.50 per share for Smartsheet common stock [3][4]. Group 1: Class Action Details - Shareholders who held Smartsheet securities as of October 25, 2024, can seek appointment as lead plaintiff in the class action lawsuit by February 24, 2026 [1]. - The lawsuit is titled Kara Eftimoglu v. Mader, No. 25-cv-02530 (W.D. Wash.) [1]. - The lawsuit claims that a misleading Schedule 14A Proxy statement was issued, which led to the approval of the Merger by Smartsheet's former shareholders [3]. Group 2: Allegations Against Smartsheet - The complaint alleges that Smartsheet's management promoted its Annual Recurring Revenue (ARR) metric as a key indicator of future financial performance, yet this information was not disclosed in the Proxy [4]. - The Proxy also failed to include January 2024 forecasts prepared in the ordinary course of business, which would have allowed shareholders to better assess Smartsheet's financial prospects [4]. Group 3: Legal Process and Firm Background - The Private Securities Litigation Reform Act of 1995 allows any investor who held Smartsheet securities as of the record date to seek lead plaintiff status [5]. - Robbins Geller Rudman & Dowd LLP is a leading law firm in securities fraud and shareholder litigation, having recovered over $2.5 billion for investors in 2024 alone [6].
ROSEN, TOP RANKED GLOBAL COUNSEL, Encourages Varonis Systems, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action -VRNS
Prnewswire· 2026-01-13 00:32
NEW YORK, Jan. 12, 2026 /PRNewswire/ -- WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Varonis Systems, Inc. (NASDAQ: VRNS) common stock between February 4, 2025 and October 28, 2025, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than March 9, 2026. SO WHAT: If you purchased Varonis securities during the Class ...
Microsoft, Oracle and ServiceNow could be the top stocks to play a software comeback
MarketWatch· 2026-01-12 22:35
Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize the coming wave of AI adoption. ...
Jamf names David Helfer as Chief Revenue Officer
Businesswire· 2026-01-12 22:15
MINNEAPOLIS--(BUSINESS WIRE)--Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, today announced the appointment of David Helfer as Chief Revenue Officer (CRO), effective immediately. Helfer brings deep global leadership experience across complex technology organizations, with a strong track record of scaling go-to-market teams and driving sustainable growth. He has extensive experience working with channel partners and will apply a tightly integrated, partner-centric approach as Jamf ...
Zscaler(ZS) - 2026 FY - Earnings Call Transcript
2026-01-12 22:02
Financial Data and Key Metrics Changes - The company reported significant changes in its financial metrics, including the election of directors and the ratification of its independent accounting firm, PricewaterhouseCoopers LLP, for the fiscal year ending July 31, 2026 [8][16] - The stockholders approved the compensation of the company's named executive officers and expressed a preference for annual advisory votes on executive compensation [16] Business Line Data and Key Metrics Changes - No specific data on individual business lines was provided in the meeting [1][2] Market Data and Key Metrics Changes - The meeting did not include detailed market data or metrics changes [1][2] Company Strategy and Development Direction and Industry Competition - The company faces governance challenges, as highlighted by a shareholder proposal advocating for annual elections of directors to enhance accountability and align with industry best practices [10][12] - The proposal emphasizes the need for improved governance structures to foster strategic agility and accountability in a competitive market [13] Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during the meeting [1][2] Other Important Information - The company has a classified board structure, which has been criticized for limiting shareholder accountability [10][12] - The meeting included a proposal for declassifying the board, which was opposed by the company's board of directors [14] Q&A Session All Questions and Answers Question: Shareholder proposal for annual elections - The shareholder, James McRitchie, urged support for the proposal to declassify the board, arguing it would enhance accountability and align with governance best practices [10][12] - The company's board unanimously recommended voting against the proposal, citing reasons outlined in the proxy statement [14]
Rank One Computing(ROC) - Prospectus(update)
2026-01-12 21:24
As filed with the U.S. Securities and Exchange Commission on January 12, 2026. Registration No. 333-291913 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 AMENDMENT NO. 2 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 RANK ONE COMPUTING CORPORATION (Exact Name of Registrant as Specified in its Charter) | Colorado | 7372 | 47-3970528 | | --- | --- | --- | | (State or Other Jurisdiction of | (Primary Standard Industrial | (I.R.S. Employer | | Incorporation or Organ ...