金十数据7月16日讯，韦德布什证券公司分析师在一份研究报告中表示，随着半导体、软件以及企业和 消费领域的利好因素不断增强，华尔街低估了人工智能驱动的潜在增长。分析师称："我们预计未来几 周将迎来非常强劲的第二季度科技股财报季，这将进一步印证我们的看涨观点——以大型科技巨头为引 领。"他们认为，英伟达、微软和Meta等头部企业在顶住关税及地缘政治逆风、经历了相对强劲的几个 月后，已准备好迎来大幅上涨。 韦德布什：华尔街低估了人工智能驱动的潜在增长 ...

Company Overview - Hunan Dezhu Cultural Technology Co., Ltd. has been established with a registered capital of 2.13 million RMB [1] - The legal representative is Tan Wenxiong, and the company is co-owned by Beijing Zhibo Compliance Legal Consulting Co., Ltd. (55% stake) and Hunan Xinhuxiang Cultural Club Co., Ltd. (40% stake), with Tan holding a 5% stake [1] Business Scope - The company’s business scope includes software development, artificial intelligence application software development, technical services, consulting, and system integration services in the AI sector [1] - Additional services offered include educational consulting (excluding licensed training activities), marketing planning, cultural and artistic exchange activities, advertising services, internet sales (excluding licensed goods), and various retail services [1] - The company is also involved in project management, business training (excluding licensed vocational training), corporate image planning, and translation services [1] Registration and Location - The company is registered in Changsha, Hunan Province, specifically at 589 Zhongshan Road, Kaifu Wanda Plaza, Building 2, Office 4426 [1] - It is classified under the national standard industry of information transmission, software, and information technology services [1] - The business registration is valid until July 15, 2025, with no fixed expiration date [1]

天眼查App显示，近日，河南火木数字科技有限公司成立，法定代表人为张文茂，注册资本500万人民 币，中原认证集团有限责任公司、企贸港（海口）投资集团有限公司持股。 序号股东名称持股比例1中原认证集团有限责任公司50%2企贸港（海口）投资集团有限公司50% 经营范围含数字技术服务；数字内容制作服务（不含出版发行）；数字广告制作；数字广告发布；大数 据服务；数据处理服务；网络技术服务；舆情信息服务；信息技术咨询服务；科技中介服务；软件开 发；互联网设备销售；数字视频监控系统销售；实验分析仪器销售；仪器仪表销售；智能仪器仪表销 售；人工智能硬件销售；机械设备销售；电子产品销售；计算机软硬件及辅助设备批发；云计算设备销 售；信息安全设备销售；互联网销售（除销售需要许可的商品）（除依法须经批准的项目外，凭营业执 照依法自主开展经营活动）许可项目：第一类增值电信业务；第二类增值电信业务（依法须经批准的项 目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准） 企业名称河南火木数字科技有限公司法定代表人张文茂注册资本500万人民币国标行业信息传输、软件 和信息技术服务业>软件和信息技术服务业> ...

企业名称浙江高度精致科技有限公司法定代表人施宇飞注册资本2000万人民币国标行业信息传输、软件 和信息技术服务业>软件和信息技术服务业>软件开发地址浙江省杭州市临平区南苑街道时间名座4幢 1801室-12企业类型有限责任公司（自然人投资或控股的法人独资）营业期限2025-7-15至无固定期限登 记机关杭州市临平区市场监督管理局 来源：金融界 序号股东名称持股比例1杭州嘉旋城企业管理有限公司100% 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；信息系统集成服务；信 息技术咨询服务；科技中介服务；电子产品销售；软件销售；软件开发；互联网销售（除销售需要许可 的商品）；票务代理服务；数据处理服务；数据处理和存储支持服务；互联网数据服务；大数据服务； 网络与信息安全软件开发；物联网设备销售；信息安全设备销售；物联网技术服务；云计算装备技术服 务；智能控制系统集成；计算机系统服务；企业管理；信息咨询服务（不含许可类信息咨询服务）；社 会经济咨询服务；广告发布；广告设计、代理；汽车零配件批发；商务代理代办服务；通讯设备销售； 销售代理(除依法须经批准的项目外，凭营业执照依法自主开展经营活动)。 ...

Company Overview - Hangzhou Lingcui Technology Co., Ltd. was recently established with a registered capital of 2 million RMB [1][2] - The legal representative of the company is Wang Fan, and it is wholly owned by Shanghai Lingque Technology Co., Ltd. [1][2] Business Scope - The company’s business scope includes a wide range of services such as technology services, development, consulting, and transfer, as well as artificial intelligence application system integration services [1] - Other areas of operation include information system integration, network and information security software development, IoT technology services, and various sales including electronic products, household appliances, and industrial robots [1] Company Structure - The company is classified as a limited liability company, with natural person investment or control [2] - The business address is located in Yuhang District, Hangzhou, Zhejiang Province [2] - The company is registered under the national standard industry of information transmission, software, and information technology services [2]

智通财经7月16日电，科远智慧公告，全资子公司智慧能源投资公司于近日收到江苏省南京市玄武区人 民法院送达的《民事起诉状》法律文书。自2020年7月8日至2021年7月21日，智慧能源投资公司陆续在 浦发银行南通分行处存入定期存款，原告浦发银行南通分行认为，被告一盛某及被告二智慧能源投资公 司在办理相关业务过程中均存在过错，对原告的民事权益造成损害，应当承担侵权责任。同时，两被告 应对原告的损失承担连带责任。据此，原告向南京市玄武区人民法院提起诉讼，请求法院判决支持原告 的各项诉讼请求。 科远智慧：全资子公司收到民事起诉状 ...

普元信息7月16日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 华鑫证券有限责任公司上海云锦路证券营业部 | 2977.99 | | 开源证券股份有限公司西安西大街证券营业部 | 1546.59 | | 国泰海通证券股份有限公司上海浦东新区福山路证券营业部 | 1148.89 | | 中国中金财富证券有限公司杭州江河汇证券营业部 | 979.10 | | 国泰海通证券股份有限公司总部 | 964.20 | | 卖出营业部名称 | 卖出金额(万元) | | 华福证券有限责任公司深圳深南中路证券营业部 | 960.87 | | 中信证券股份有限公司上海分公司 | 659.31 | | 东方证券股份有限公司上海普陀区光新路证券营业部 | 489.51 | | 国泰海通证券股份有限公司总部 | 471.08 | | 华泰证券股份有限公司郑州经三路证券营业部 | 422.23 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 7月16日普元信息（688118）收盘价28.43元，收盘涨停，全天换手率11.33%，振幅13.72%，成交额2 ...

Investment Rating - The report does not explicitly state an investment rating for the intelligent software development industry Core Insights - The intelligent software development industry focuses on developing and applying AI technologies to provide intelligent solutions that enhance business efficiency, optimize decision-making, and improve user experience. The industry is characterized by strong technological dependence, short product iteration cycles, and diverse cross-domain applications. China's robust capabilities in this field are driving continuous industry growth, with an expanding market size expected to continue [4][5][12] Industry Overview - The intelligent software development industry can be categorized into various application areas, including office software, embedded software, emerging technology software, information security software, and innovative software [5][10] - The market size of the intelligent software development industry is projected to grow from 1.4669 trillion RMB in 2019 to 2.8223 trillion RMB in 2024, with a compound annual growth rate (CAGR) of 13.98%. From 2025 to 2029, the market size is expected to increase from 3.1977 trillion RMB to 5.2693 trillion RMB, with a CAGR of 13.30% [31][32] Industry Characteristics - The industry exhibits strong technological dependence, with a reliance on diverse development tools and environments, including integrated development environments (IDEs), version control systems, and automated testing tools. As of April 2024, nearly 40 intelligent software development tools have been launched in China, showcasing the sector's technological vitality and innovation [13] - The product iteration cycle in the intelligent software development industry is short, allowing teams to quickly respond to market changes and user feedback, thereby enhancing user experience and satisfaction [14] - The industry demonstrates high diversity and cross-domain applications, with intelligent software being utilized in natural language processing, computer vision, voice recognition, autonomous driving, and financial analysis [15] Development Stages - The intelligent software development industry has evolved through four stages: 1. Emergence (1960-1969): Establishing the foundation for independent development and technological innovation 2. Initiation (1970-2000): The rise of independent database companies laid the groundwork for data processing and management 3. Rapid Growth (2001-2021): The industry began to focus on flexible, efficient, and responsive development methods 4. Maturity (2022-present): The industry has seen widespread penetration across various sectors, driving intelligent transformation and industrial upgrades [16][20] Industry Chain Analysis - The intelligent software development industry chain consists of three main segments: 1. Upstream: Hardware and basic software supply, including computer hardware, embedded chips, and operating systems 2. Midstream: Intelligent software development and research, covering demand research, design, coding, testing, and delivery 3. Downstream: Application and service sectors, including industry-specific software and intelligent solutions [21][22] Competitive Landscape - The market concentration in the intelligent software development industry is high, with leading companies such as iFLYTEK, Yonyou Network Technology, and Shanghai Baoxin Software in the first tier. The second tier includes China Software and Technology Service Corporation and Kingsoft Office Software, while the third tier consists of Beijing SuperMap Software and Inspur Software [38][39]

Core Insights - The study conducted by Microsoft Research analyzed 200,000 user interactions with Bing Copilot to assess the impact of AI on various professions, revealing that AI is not necessarily a threat to programmers but has significant implications for many other jobs [1][4][37] Group 1: AI Impact on Professions - The top six professions most affected by AI include interpreters and translators (98% of tasks can be performed by AI), customer service representatives, sales representatives, writers, technical writers, and data scientists [3][22] - Conversely, professions least affected by AI include nursing assistants, massage therapists, equipment operators, construction workers, and dishwashers, which require hands-on tasks [3][24] - The study found that high-paying jobs are not necessarily more susceptible to AI replacement, and that the applicability of AI varies significantly across different educational backgrounds [3][32][34] Group 2: User Interaction with AI - Users primarily engage with AI for tasks related to information gathering, writing, and customer communication, with AI often acting as a consultant or coach [3][12][21] - Approximately 40% of interactions showed a disconnect between user goals and AI actions, indicating that AI sometimes fails to meet user expectations [3][16] - The study highlighted that AI is more effective in assisting users rather than fully replacing them, particularly in knowledge-based tasks [21][34] Group 3: AI Applicability Scores - AI applicability scores were assigned to various professions based on the frequency of tasks performed by AI, completion rates, and the scope of AI's assistance [22][29] - The highest scores were found in knowledge-intensive roles, while manual labor jobs received the lowest scores, indicating a clear divide in AI's capabilities [23][24] - The analysis categorized professions into major groups, revealing that sales, computer and mathematical roles, and administrative support are where AI can be most effectively utilized [28][29] Group 4: Educational and Salary Correlation - The correlation between AI applicability and salary was found to be weak, with a correlation coefficient of only 0.07, suggesting that job type is a more significant factor than income level [32][34] - However, jobs requiring a bachelor's degree showed higher AI applicability scores, indicating that educational requirements do influence AI integration [32][33]

嘉和美康公告，持股5%以上股东国寿成达(上海)健康产业股权投资中心(有限合伙)减持计划已实施完 毕。减持前，国寿成达持有公司1681.21万股，占公司股份总数的12.22%。减持后，持股数量减少至 1268.45万股，持股比例降至9.22%。本次减持通过集中竞价和大宗交易方式累计减持412.76万股，占公 司总股本的3%。减持价格区间为23.05～30.25元/股，总金额为1.05亿元。 ...