根据美国前总统拜登办公室发布的一份声明，拜登被确诊患有恶性前列腺癌，癌细胞已扩散至骨骼。 整理 ｜何雨婷 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 拜登确诊前列腺癌，癌细胞已扩散至骨骼 当地时间5月18日，根据美国前总统拜登办公室发布的一份声明，拜登被确诊患有恶性前列腺癌，癌细胞已扩散至骨骼。声明称，虽然这是一种更具侵袭 性的癌症，但这种癌症似乎对激素敏感，因此可以进行有效治疗，拜登及其家人正在与他的医生共同探讨治疗方案。 当地时间5月18日，美国现任总统特朗普在其社交媒体平台"真实社交"上发文表示，他和其妻子对于美国前总统拜登最近的病情诊断深感悲痛，并向拜登 及其家人致以最温暖和最美好的祝愿。特朗普祝愿拜登早日康复。（澎湃新闻） 雅安纪委监委回应黄杨钿甜耳环事件：相关政府部门正在处理此事 匿名校友向复旦大学捐赠1亿元，支持哲学学科发展 据复旦大学官方消息，18日下午，复旦大学谢希德-俞吾金哲学发展基金（第二期）捐赠签约仪式举行。一位复旦校友为基金捐赠1亿元，支持哲学学科发 展，却不留名出名，不图回报。 据介绍，2016年，复旦大学哲学建系60周年、建院1 ...

周期论剑｜下半年展望及逻辑梳理 20250518 摘要 • 中国股市上涨的核心动力在于贴现率的降低，包括无风险利率（国内长期 债券收益率低于 2%）和风险溢价水平的下降，提升了股票权益产品的吸 引力。 • 当前中国经济形势虽改观缓慢，但投资者对负面预期已有所改变，估值收 缩影响边际递减。财政政策将在年中左右进一步推出，金融政策先行是主 要策略。 • 看好金融、科技和部分基础材料行业，因其受益于贴现率降低带来的资金 成本优势，具有较高成长性和创新潜力，且在中国决策层稳定股市的背景 下被重点推荐。 • 房地产市场预计将走向全面复苏，一线城市新房价格已开始上升，开发商 报表修复将在 2025 年四季度开始显现，可关注土地储备充足的公司。 • 建材板块今年量能企稳、盈利提升、公司治理改善，是一个三重利好因素， 可关注海螺水泥、华新水泥、东方雨虹、北新建材等龙头公司。 • 基础化工行业推荐内需品种（复合肥、民爆产品）、涨价品种（制冷剂） 和技术化工龙头白马股（万华化学、龙佰集团），受益于贸易摩擦背景下 的结构性机会。 • 钢铁板块需求周期见底、供给收缩周期开始、原材料周期下行，龙头公司 竞争优势显著，推荐宝钢股份、华林 ...

Core Viewpoint - The A-share market has shown signs of correction after reaching new highs, with micro-cap stocks performing well, indicating potential investment opportunities and risks in the upcoming weeks [1][4]. Market Performance - The Shanghai Composite Index has rebounded 25 trading days since the low on April 7, with the Shanghai 50 Index reaching a new high since November last year, which is seen as a significant market highlight [1][4]. - The rebound percentages for major indices are approximately 12% for the Shanghai Composite, Shanghai 50, and CSI 300, while micro-cap indices like CSI 1000 and CSI 2000 have rebounded around 20% and 33% respectively [4]. Market Outlook - Two scenarios are anticipated for the upcoming week: 1. If the market reaches a new high and breaks the March peak, it would indicate a continuation of the upward trend [3]. 2. If it fails to reach a new high, a normal correction of about 38.2% is expected, with a critical support level around 3273 points [3][11]. Regulatory Changes - The recent amendments to the Major Asset Restructuring Management Measures by the CSRC are expected to boost market confidence and enhance the enthusiasm for mergers and acquisitions among listed companies [8]. - Key changes include the establishment of a phased payment mechanism for restructuring shares and the introduction of a simplified review process [8]. Upcoming Events - Significant economic data releases, including retail sales and industrial output for April, are expected next week, which could influence market sentiment [5]. - The 2025 Global Investor Conference will be held on May 19-20, focusing on active mergers and acquisitions, which may present investment opportunities [8][10]. Sector Focus - The market is currently characterized by short-lived hot sectors, with a focus on sectors such as military, textiles, logistics, and AI technologies [6][10]. - The shipping sector has shown a breakthrough in its index, indicating potential for further activity [10]. Investment Strategy - Given the current market conditions, a cautious approach is recommended, focusing on short-term trading rather than chasing already heated sectors [11]. - Investors are advised to monitor the performance of the Shanghai Composite Index closely, particularly the support levels around the recent lows [11].

Investment Rating - The report initiates coverage with a "Buy" rating for Huibo Yuntong [5] Core Views - Huibo Yuntong is positioned as a rising star in the domestic digital infrastructure sector through its acquisition of Baode Computer, a leader in the domestic server market [2][41] - The company has shown strong revenue growth, with a projected revenue of 1.743 billion yuan in 2024, representing a 28% year-on-year increase [3][4] - The management team has confidence in the company's growth trajectory, focusing on financial technology and leveraging its strong client base [3][30] Summary by Sections Company Overview - Established in 2009, Huibo Yuntong provides software outsourcing and terminal testing services, initially focusing on the telecommunications sector and later expanding into internet, finance, and automotive industries [1][10] - The company has built a robust client ecosystem, including major players like ByteDance, Alibaba, and China Bank [2][24] Acquisition of Baode Computer - The planned acquisition of Baode Computer aims to enhance Huibo Yuntong's capabilities in the domestic computing power sector, particularly in AI and server solutions [2][41] - Baode Computer is a leading provider in the domestic server market, holding significant market shares in ARM servers and AI servers [2][44] Financial Performance and Projections - Revenue is expected to grow from 1.743 billion yuan in 2024 to 3.667 billion yuan by 2027, with a compound annual growth rate (CAGR) of 26% from 2020 to 2024 [4][72] - The net profit attributable to shareholders is projected to increase from 66 million yuan in 2024 to 188 million yuan by 2027 [4][72] - The company maintains a stable gross margin around 24% across its business segments [30][73] Strategic Focus - Huibo Yuntong is strategically focusing on the financial IT sector, with significant growth in revenue from this segment, expected to increase by 50% annually from 2025 to 2027 [22][71] - The company has established long-term partnerships with major financial institutions, enhancing its market position [22][71] Valuation and Investment Recommendation - The current market valuation suggests potential for growth, with projected price-to-earnings (PE) ratios of 111, 83, and 62 for 2025, 2026, and 2027 respectively [3][4] - The report emphasizes the company's unique position in the market and the potential for significant appreciation in value following the successful acquisition of Baode Computer [3][4]

Group 1: 5G and 6G Development - The Ministry of Industry and Information Technology emphasizes accelerating the research and development of 5G-A and 6G technologies, as well as fostering industrial growth and application development to empower the modern industrial system [2] Group 2: U.S. Treasury Securities - In March, China reduced its holdings of U.S. Treasury securities by $18.9 billion, bringing its total to $765.4 billion, marking the first reduction of the year and causing China to drop from the second to the third largest holder of U.S. debt [3] Group 3: Housing Market in Guangzhou - Starting May 17, banks in Guangzhou raised the first mortgage rate by 10 basis points, adjusting from LPR-60bp to LPR-50bp, resulting in a new rate of 3.1% for first-time homebuyers [4] Group 4: Regulatory Actions - The China Securities Regulatory Commission imposed a fine of 294 million yuan on He Mou Ru for market manipulation, with total penalties for similar cases this year exceeding 750 million yuan [4] Group 5: Corporate Governance - Li Chuyuan, the former chairman of Guangzhou Pharmaceutical Group, was expelled from the party and public office due to serious violations of discipline and law, with his case being transferred to the prosecution [5] Group 6: Corporate Developments - Xiaomi announced that its self-developed "Xuanjie O1" chip will be used in products beyond smartphones, indicating a broader product strategy and technological ambition [9] - CATL's new battery production base in Shandong officially commenced operations, marking the company's first major facility in Northern China and the largest capacity planning in the region [10] Group 7: Fund Management Changes - Fund manager Bao Wuke from Invesco Great Wall Fund resigned for personal reasons, raising concerns about the management and performance of the funds he oversaw [12] Group 8: Technology Innovations - OpenAI released Codex, a cloud-based software engineering intelligent agent designed to assist developers in coding tasks, which is expected to enhance software development efficiency [14]

企业名称蘑菇诺马科技（广东省横琴）有限公司法定代表人吕斌注册资本1000万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>软件开发地址珠海市横琴港澳大道868号市民服务 中心2号楼政务服务中心114室-2217（集中办公区）企业类型有限责任公司（非自然人投资或控股的法 人独资）营业期限2025-5-16至无固定期限登记机关横琴粤澳深度合作区商事服务局 序号股东名称持股比例1蘑菇车联信息科技有限公司100% 经营范围含许可项目：测绘服务。（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）技术服务、技术开发、技术咨询、技术交流、技术转 让、技术推广；软件开发；计算机系统服务；信息系统集成服务；软件销售；计算机软硬件及辅助设备 批发；计算机软硬件及辅助设备零售；数据处理和存储支持服务；数据处理服务；通讯设备销售；电子 产品销售；汽车销售；汽车零配件零售；电子、机械设备维护（不含特种设备）；租赁服务（不含许可 类租赁服务）；计算机及通讯设备租赁；组织文化艺术交流活动；会议及展览服务；信息咨询服务（不 含许可类信息咨询服务）；货物进出口；技术进 ...

证券之星消息，根据天眼查APP数据整理，近日，杭州星华奇达智创科技有限公司成立，法定代表人为 张筱凤，注册资本100万元，经营范围包含：许可项目：药品互联网信息服务；药品生产；药品委托生 产；药品批发；药品零售；药品进出口；第二类医疗器械生产；第三类医疗器械生产；食品添加剂生 产；第三类医疗器械经营；检验检测服务；药物临床试验服务(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，具体经营项目以审批结果为准)。一般项目：技术服务、技术开发、技术咨询、 技术交流、技术转让、技术推广；医学研究和试验发展；智能机器人的研发；智能机器人销售；工业酶 制剂研发；发酵过程优化技术研发；细胞技术研发和应用；中药提取物生产；专用化学产品制造(不含 危险化学品)；化工产品生产(不含许可类化工产品)；医用包装材料制造；专用化学产品销售(不含危险 化学品)；化工产品销售(不含许可类化工产品)；食品添加剂销售；卫生用品和一次性使用医疗用品销 售；保健用品(非食品)销售；第一类医疗器械生产；第一类医疗器械销售；第二类医疗器械销售；人工 智能基础软件开发；人工智能应用软件开发；人工智能理论与算法软件开发；大数据服务；软件开发； 软 ...

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；数字技术服务；企业形 象策划；图文设计制作；数字内容制作服务（不含出版发行）；数据处理和存储支持服务；数字广告制 作；数字广告设计、代理；互联网数据服务；软件开发；基于云平台的业务外包服务；数字创意产品展 览展示服务；信息技术咨询服务；组织文化艺术交流活动；摄像及视频制作服务；信息系统集成服务； 云计算装备技术服务；票务代理服务；日用品销售；广播影视设备销售；箱包销售；鞋帽零售；文具用 品零售；体育用品及器材零售；汽车装饰用品销售；针纺织品及原料销售；服装服饰批发；服装服饰零 售；化妆品零售；电子产品销售；办公用品销售；工艺美术品及礼仪用品销售（象牙及其制品除外）； 计算机软硬件及辅助设备零售；软件销售；玩具销售；木制玩具销售；玩具、动漫及游艺用品销售。 （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） 企业名称上海万生华态文化科技有限公司法定代表人彭程注册资本1000万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>软件开发地址中国（上海）自由贸易试验区临港新片区 环湖西一路855弄7号企业类型有限责任公司 ...

美容护理板块整体回调前市涨停的个股超跌了都4%以上，资金获利了结比较明显。咱们再来看一下今 天的一些要闻，最高法证监会打击小作文，编造虚假信息啊将追责刑事责任市场投机的气氛降温。另一 个就是城市更新政策出炉，万亿级的市场空间有待释放。最后一个公募基金调仓的传闻的澄清，业内人 士称不存在大量的大规模的调仓，银行股配置的逻辑不变。我们再来看一下市场的风险和机会，半导体 软件开发两个板块净流出都超过了30亿，高位的科技股需要警惕。另一个就是中长线咱们需要关注的三 大方向机会，第一个汽车智能化，第二个城市更新，第三个消费复苏。 （原标题：和讯投顾严笙：科技股分化严重，市场到底发生了什么？） 5月16日，A股震荡整理，沪指失守，3370汽车零部件掀起了涨停潮，科技股分化严重，市场到底发生 了什么？和讯投顾严笙分析，首先指数方面沪指跌了0.4，失守了3370，深证成指创业板指微跌，两市 成交量缩量了629个亿，北向资金逆势流入了48个亿，内资主力撤离了半导体软件板块，午后科技股集 体跳水，资金转向银行消费等防御性板块。我们来看一下核心板块的解析，汽车零部件爆发的逻辑， abs强制安装新规落地，覆盖了乘用车、轻型汽车，部分 ...

中信建投证券股份有限公司 关于北京科蓝软件系统股份有限公司 向不特定对象发行可转换公司债券 之保荐总结报告书 中信建投证券股份有限公司（以下简称"中信建投证券""保荐机构"或"本 （一）尽职推荐阶段 机构"）作为北京科蓝软件系统股份有限公司（以下简称"科蓝软件""上市公 司"或"公司"）向不特定对象发行可转换公司债券的保荐机构，截至 2024 年 要求，现出具本保荐总结报告书。 一、保荐机构及保荐代表人承诺 性陈述或重大遗漏，保荐机构及保荐代表人对其真实性、准确性、完整性承担法 律责任。 何质询和调查。 法》的有关规定采取的监管措施。 二、保荐机构基本情况 保荐机构名称 中信建投证券股份有限公司 注册地址 北京市朝阳区安立路 66 号 4 号楼 主要办公地址 北京市朝阳区景辉街 16 号院 1 号楼泰康集团大厦 11 层 法定代表人 刘成 本项目保荐代表人 侯顺、张林 项目联系人 侯顺 联系电话 010-65608236 保荐机构名称 中信建投证券股份有限公司 是否更换保荐人或其他情况 否 三、上市公司的基本情况 发行人名称 北京科蓝软件系统股份有限公司 成立时间 1999 年 12 月 1 日 证券代码 3 ...