消息面上，8月26日，在2025中国操作系统产业大会上，麒麟软件正式发布银河麒麟操作系统V11，而 麒麟软件是中国电子旗下科技企业。据悉，中国电子计划在"十五五"期间投入百亿元资金，重点支持操 作系统完成自主能力提升、AI创新应用、开源社区汇智、使用体验优化和生态聚合等重点任务。 操作系统是用出来的，要靠市场和产品生态培育，成功的操作系统往往拥有数量庞大的应用和完备的生 态体系，中国庞大的市场需求为之提供了机会。《中国操作系统技术创新发展报告（2024）》显示，我 国操作系统市场规模持续扩大，预计2025年市场规模将达250亿元。 【深圳商报讯】（记者 周良成）受银河麒麟操作系统V11正式发布消息的影响，8月28日，多只概念股 应声上涨。截至收盘，奇安信大涨18%，华胜天成（600410）上涨6.4%，达梦数据、中科曙光 （603019）、金山办公等涨超4%，中国软件、浪潮信息（000977）、绿盟科技（300369）等涨超2%， 太极股份（002368）、电科网安（002268）等跟涨。 根据数据，多只操作系统概念股今年涨幅惊人。其中，华胜天成今年以来股价累计上涨260.83%，浙大 网新（600797）、 ...

作为工业软件特色集群，金鸡湖软件产业园目前的工业软件产品基本覆盖35个工业大类，在研发设 计、生产控制、业务管理、工业互联网App等主要领域拥有一批核心企业和拳头产品，初步建立覆盖制 造业端到端、全链条应用的工业软件服务能力，尤其在高端装备、汽车、电子信息、纺织、光纤、电气 等领域，已构建较为完整的工业软件产业生态。 在大模型领域，思必驰、同程、清睿、智慧芽4家企业成功通过国家网信办大模型备案，数量位列 全市第一。在ITBT领域，微清医疗入选科技部国家重点专项，打破进口垄断，实现国内眼科影像系统 领域技术突围。在自动驾驶领域，九识智能以超90%的城配自动驾驶整车销售市占率，稳居行业首位， 且完成一级市场自动驾驶领域近两年来最大规模的单轮融资，总金额近3亿美元。 记者从园区科技创新委员会获悉，截至去年底，园区软件行业的主阵地金鸡湖软件产业园纳统软件 企业数量达221家，纳统软件业务收入超913亿元，占苏州纳统软件业务的37%，去年新增值超88.9亿 元，入选市级及以上重点软件企业数超140家，在全市处于领先地位。目前，园区先后获批建设国家新 一代人工智能创新发展试验区核心区、省工业大数据应用示范区、省信创先导区 ...

"中国软件杯"大学生软件设计大赛是国家一类（A类）公益赛事，2012年首次举办以来，规模不断 扩大，覆盖2000余所院校，累计吸引6万余支团队24万余名软件与计算机专业师生参赛，推动解决400余 项关键共性技术难题，并帮助近4万名参赛学生获得深造、实习和就业创业机会。该赛事已成为软件产 业发展与高校软件人才培养紧密结合、深度对接的重要平台。大赛从2019年起入选由中国高等教育学会 发布的《全国普通高校大学生竞赛分析报告》竞赛目录，2024年被列入《普通高校大学生计算机竞赛指 数》，获评五星（最高等级）。 本届大赛向软件与信息技术服务业全领域征集赛题，累计收到200余道赛题，吸引800余所高校的 5604支队伍2万多名师生报名参赛。 昨天（8月28日），第十四届"中国软件杯"大学生软件设计大赛在苏州大学独墅湖校区落幕。聚焦 开源AI大模型、无人机、工业软件等热点技术，参赛队伍用扎实的作品展现大学生群体在软件领域的 创新潜力与实践能力，进一步推动热点技术与产业链、创新链的深度融合。 ...

Elastic (ESTC) Q1 2026 Earnings Call August 28, 2025 05:00 PM ET Company ParticipantsEric Prengel - Global VP - FinanceAshutosh Kulkarni - CEO & Executive DirectorNavam Welihinda - CFORaimo Lenschow - Managing DirectorSanjit Singh - Executive DirectorKash Rangan - Managing DirectorBrian Essex - Executive DirectorBrent Thill - MD & Tech Sector Leader - Software & Internet ResearchConference Call ParticipantsMatthew Hedberg - Software AnalystGeorge McGreehan - Equity Research AnalystRob Owens - MD & Senior Re ...

Autodesk (ADSK) Q2 2026 Earnings Call August 28, 2025 05:00 PM ET Company ParticipantsSimon Mays-Smith - VP - IRAndrew Anagnost - President, CEO & DirectorJanesh Moorjani - EVP & CFOSaket Kalia - Managing DirectorAdam Borg - MD - Enterprise SoftwareJay Vleeschhouwer - Managing DirectorElizabeth Porter - Executive Director - Equity ResearchJoshua Tilton - DirectorSiti Panigrahi - Managing DirectorKoji Ikeda - Director - Enterprise Software Equity ResearchConference Call ParticipantsJason Celino - MD & Equity ...

Autodesk (ADSK) Q2 2026 Earnings Call August 28, 2025 05:00 PM ET Speaker0Thank you for standing by, and welcome to Autodesk Second Quarter and Full Year Fiscal twenty twenty six Earnings Conference Call. At this time, all participants are in a listen only mode. After the speaker presentation, there will be a question and answer session. I would now like to hand the call over to Simon May Smith, Vice President, Investor Relations. Please go ahead.Speaker1Thanks, operator, and good afternoon. Thank you for j ...

Financial Data and Key Metrics Changes - The company reported total revenue of $415 million for Q1 2026, representing a 20% year-over-year growth and an 18% growth on a constant currency basis [27] - Sales-led subscription revenue, excluding monthly Elastic Cloud, was $339 million, growing 22% as reported and 20% on a constant currency basis [27] - Non-GAAP operating margin was 16%, with a gross margin of 79% [32] Business Line Data and Key Metrics Changes - Subscription revenue growth was driven by both cloud and self-managed offerings, with strong performance across all solution areas [28] - The company ended the quarter with over 1,550 customers spending more than $100,000 annually, indicating strong enterprise adoption [7] - The number of Elastic Cloud customers using Gen AI use cases exceeded 2,200, with over 330 customers spending $100,000 or more annually [12] Market Data and Key Metrics Changes - In the U.S. Public sector, signs of stabilization were noted, with a strategic agreement signed with the U.S. General Services Administration [9] - The company reported strong customer commitments and competitive success in the security segment, with one-third of new and expansion deals coming from competitive displacements [28][51] Company Strategy and Development Direction - The company is focused on leveraging its Search AI platform to drive growth in Gen AI and platform consolidation across various industries [23] - The strategic alignment of the sales team towards expanding enterprise accounts and high-potential mid-market customers is proving effective [10] - The introduction of new capabilities, such as the Elastic AI SOC engine (EASE), aims to enhance threat detection and drive further adoption [28][60] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strong execution and market position, despite operating in a complex macro environment [34] - The company raised its fiscal 2026 revenue guidance, reflecting better-than-expected macro conditions and strong demand for its solutions [34] - Management highlighted the importance of search relevance and context in the AI era, positioning the company as a leader in data retrieval and context engineering [15][101] Other Important Information - The company achieved an adjusted free cash flow margin of 28% in Q1, with expectations to maintain and expand this margin over time [33] - The current remaining performance obligations (CRPO) grew 18% year-over-year, reaching approximately $956 million [30] Q&A Session Summary Question: Customer spend uplift related to AI usage - Management noted that as customers utilize AI applications, workloads tend to be more compute-intensive, leading to increased overall consumption [42] Question: Impact of price increases on guidance - The price increase implemented in May is expected to provide a year-over-year benefit, but the majority of growth is attributed to performance rather than price [46] Question: Growth mix across business segments - Management indicated strong performance across all solution areas, with Gen AI driving growth in search, security, and observability [50] Question: Predictability of the business model - Management expressed confidence in the predictability of sales-led subscription growth, noting strong execution and consistency in performance [52] Question: Competitive displacements in security - Management highlighted a growing trend of customers recognizing security as a data problem, leading to increased migrations to the company's platform [58] Question: Federal business stabilization - Management confirmed stabilization in the U.S. Public sector, with expectations for continued execution and alignment with customer needs [90][94]

Corporate Overview and Q1FY26 Financial Results August 28, 2025 Forward Looking Statements; Use of Non-GAAP Measures This presentation and the accompanying oral presentation contain forward-looking statements that involve substantial risks and uncertainties, which include, but are not limited to, statements regarding our expected financial results for the fiscal quarter ending October 31, 2025 and fiscal year ending April 30, 2026, our strategic areas of focus, expectations and plans regarding our future gr ...

Second quarter fiscal 2026 earnings August 28, 2025 Safe harbor This presentation contains forward looking statements about revenue, billings, free cash flow, operating margin, EPS, products, future performance, financial and otherwise, and strategy, including statements regarding our progress on our key priorities, business models, guidance for the third fiscal quarter and full fiscal year 2026, our business momentum, and our long-term financial objectives. There are a significant number of factors that co ...

Uh for more on this record market day now, let's bring in Kestre Investment Management Chief Investment Officer Cara Murphy and G Squared Private Wealth Chief Investment Officer and CNBC contributor Victoria Green. Welcome to both of you. Um let's see.Uh where should we start. Cara, an everything rally is a fair description of what we've had so far. How long can it continue.>> It's a good question. I mean, and we've been able to sort of consume and digest and move beyond a lot of negative information over t ...