Palantir is growing fast and printing profits, but the stock is still priced for years of near-perfect execution.Shares of artificial intelligence data platform specialist Palantir Technologies (PLTR 3.43%) have fallen hard in the early 2026 software sell-off. As of this writing, the stock is down about 27% year to date.That kind of pullback can create opportunities. But not every stock's sell-off is an overreaction. Some may make sense, as a decline can also represent the market backing away from an assump ...

Anthropic在一篇博客文章中写道："过去，对Cobol系统进行现代化改造需要大量顾问花费数年时间绘制 工作流程图。而像Claude Code这样的工具可以自动完成Cobol现代化改造中耗费精力最多的探索和分析 阶段。" IBM为公司的前景辩护，称其核心大型计算机业务提供了一个平台，该平台可为各种编程语言提供相同 的性能和安全性。 IBM高级副总裁Rob Thomas周一在一篇博客文章中写道："IBM大型机的价值与COBOL语言无关。无论 应用程序是用COBOL、Java还是任何其他语言编写的，平台都能提供相同的保障。价值的来源不是语 言，而是平台。" 查看最新行情 周一，IBM的股价遭遇了25年来最糟糕的一天，此前人工智能初创公司Anthropic PBC表示，其Claude Code工具可以帮助实现Cobol的现代化。 该股暴跌13%，创下自2000年10月以来最大的单日跌幅。机构数据显示，受此影响，IBM股价在2月份 已下跌27%，有望创下至少自1968年以来最大的单月跌幅。 运行Cobol的大多数大型计算机都是IBM制造的，此次抛售使该公司成为最新一家因担心人工智能将对 传统公司的增长前景造成负面 ...

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Group 1 - The core viewpoint of the article highlights the increasing investment interest in the AI sector, particularly through the ChiNext AI ETF, which saw a net inflow of 20 million shares, indicating strong market demand for AI-related investments [1] - The AI industry is experiencing deepening advancements, with China making progress in large models and AI applications, including robotics, which are meeting or slightly exceeding expectations [1] - Despite the competitive landscape becoming more differentiated due to industry transformation, the overall bullish logic for the AI sector is strengthening [1] Group 2 - The article notes a shift in AI logic during the holiday period, with overseas markets expressing concerns about "AI disrupting software business models," while domestic markets are seeing a surge in new large models and applications around the Spring Festival [1] - The daily price fluctuation limit for the ChiNext AI ETF is set at 20%, and it tracks the ChiNext AI Index, which focuses on AI-related companies listed on the ChiNext board [1] - The index includes companies from software development, information technology services, and smart hardware sectors, aiming to reflect the overall performance of enterprises engaged in AI technology research and application [1]

Core Viewpoint - The market's concern over the impact of artificial intelligence (AI) on related companies has intensified, leading to a significant sell-off in Indian software service stocks, particularly highlighted by a report from Citrini Research [1][3]. Group 1: Market Reaction - The Nifty IT index in India experienced a drop of nearly 5% on Tuesday, marking its potential fifth consecutive day of decline [1]. - Since the beginning of the month, Indian tech stocks have cumulatively fallen by approximately 20%, resulting in a market capitalization loss exceeding $54 billion [3]. Group 2: Report Insights - Citrini Research's report outlines potential risks posed by AI to various sectors of the global economy, including scenarios of white-collar job losses and economic contraction by 2028, although it clarifies that these are merely hypothetical scenarios and not predictions [1]. - The report specifically mentions that companies such as Tata Consultancy Services (TCS), Infosys (INFY.US), and Wipro (WIT.US) may face an acceleration in contract cancellations by 2027 [1]. Group 3: Competitive Landscape - The report indicates that the entire business model of Indian IT relies on a core advantage: the significantly lower cost of Indian developers compared to their American counterparts. However, the marginal cost of AI programming assistants has now dropped to a level comparable to just electricity costs [3]. - The negative sentiment surrounding Indian IT services has also affected the U.S. market, with logistics, payment, and software stocks generally declining, and IBM (IBM.US) experiencing its largest single-day drop in 25 years [3].

麒麟信安云通过按需调配计算资源，为医护人员打造稳定流畅的操作环境，轻松应对各类医疗软件运行 及复杂数据调取处理需求，彻底解决系统卡顿问题，让医护人员专注于诊疗工作、提升服务质量。此次 麒麟信安云的落地应用，不仅重构了医院信息系统平台，更实现了运维管理模式的升级，助力该院加速 智慧医疗转型，推动医疗事业迈向高质量发展新阶段。 在满足终端集中管理的同时，麒麟信安云精准适配各科室专业化需求。肺结核科、呼吸内科借助云桌面 流畅运行影像系统，为医生查看肺部影像、精准诊断提供支撑；门诊护士站通过云桌面承载电子病历、 移动护理及HIS系统，方便护士快速调取病历、查看患者体征与医嘱，提升查房与病情管理效率；妇科 门诊依托云桌面驱动叫号器系统，规范诊疗秩序；口腔科则通过云桌面支持Planmeca Romexis系统，顺 畅完成口腔造影与可视化图像分析。 长沙市某三级甲等综合医院日均住院患者超2300人次、门急诊量达5000余人次，此前传统PC管理模式 下，运维人力紧张、业务响应滞后等问题，严重制约医院信息化发展。依托麒麟信安云技术，该院在数 据中心搭建云桌面服务平台，整合桌面资源池、集中托管医护终端，实现医疗信息系统全面云化升 ...

来源：环球市场播报 IBM的很大一部分营收仍与其大型主机业务挂钩。这些由客户自主持有的巨型服务器运行着部分基于 COBOL语言的应用，这门编程语言比如今科技行业其他领域普遍使用的语言都要古老。金融、政府等 对可靠性要求极高的客户仍在采购大型主机。 上周五，Anthropic为其Claude AI模型推出了一项新的安全功能，引发网络安全股遭到广泛抛售。今年 以来，由于市场担忧AI带来的行业冲击，软件股整体表现疲软；一只大型软件ETF今年已下跌27%，有 望创下2008年金融危机以来最大单季度跌幅。 本轮抛售很大程度上是由Anthropic、OpenAI以及Alphabet等公司推出的全新AI工具所引发。投资者担 心，利用AI编写软件代码的"随性编码"能力，会让用户自行开发应用，进而削弱对传统产品的需求，拖 累相关企业的增长、利润率与定价权。 Evercore ISI分析师Amit Daryanani表示："尽管我们理解为何大型主机迁移可能被视为对IBM不利，但需 要指出的是，IBM早已为客户提供了多种现代化改造方案。我们认为，客户此前就已可选择迁移出大型 周一，IBM股价创下25多年来最差单日表现。此前，人工智 ...

Core Viewpoint - The market is currently uncertain about the impact of AI spending, particularly from hyperscalers, and is awaiting Nvidia's upcoming earnings report for clarity [1][3][5]. Group 1: Nvidia and Market Reactions - Nvidia received an upgrade from a second-tier firm, reflecting ongoing interest in the stock despite its sideways movement [2]. - The market is cautious about the sustainability of the $650 billion commitments from hyperscalers, leading to some investors taking profits [3][4]. - A strong earnings report from Nvidia could lead to a market recovery, suggesting that the current pessimism may be overblown [5]. Group 2: Competitive Landscape in AI - The software sector is experiencing disruption, with companies like Anthropic contributing to a "SaaS apocalypse," creating uncertainty in the market [4]. - The AI market is expected to have only a few winners, as the technology requires significant investment, and those who survive will dominate [7]. - Historical comparisons are made to previous tech markets, indicating that only one or two companies will emerge as leaders in AI, similar to past trends in search and networking [8]. Group 3: Google’s Position in AI - Google has rebounded in the AI space, with recent upgrades highlighting its strong positioning due to advancements like Gemini and its TPU technology [9][10]. - The company benefits from a robust cash flow business that supports its AI initiatives across various platforms [10]. - Digital giants like Google have advantages in data access, network effects, and computational resources, which are critical in the current software market [11].

His broader point was clear: fear-driven storytelling around AI has crossed reasonable limits.— connectgurmeet (@connectgurmeet) A fresh wave of selling hit Indian software services stocks today after a report by Citrini Research warned that companies exposed to traditional IT outsourcing models could face accelerating contract cancellations through 2027. The report flagged major players such as The NSE Nifty IT Index dropped as much as 3.6% in a single session while many frontline The sector has slid roug ...

据Cavalry官网显示，亚马逊(AMZN.US)、字节跳动、谷歌(GOOGL.US)及OpenAI均有员工付费使用其 产品。 Canva计划将MangoAI技术融入旗下商业级广告生成工具Canva Grow，该工具按企业用户收费，每人每 年250美元。MangoAI可追踪视频投放效果并给出优化建议。 智通财经APP获悉，近期，投资者对人工智能(AI)的潜在威胁忧心忡忡，令软件类股遭受重挫。而在初 创领域，Canva凭借在设计人群中的高人气一路高歌猛进，但这一市场正显露出脆弱迹象——其劲敌 Adobe(ADBE.US)年内股价已累计下跌30%。面对市场的剧烈变革，这家设计软件厂商选择主动出击、 加速并购。周一，Canva宣布收购两家初创公司Cavalry和MangoAI，旨在巩固其与Adobe的竞争实力。 "优质短视频的创作涉及大量环节，"Adams介绍道，"包括素材剪辑、复用不同营销活动的内容、将一 条视频结尾的优质行动号召，嫁接到另一条视频的吸睛开头等。" Cavalry是家仅有四名员工的初创企业，主营2D动画制作软件订阅服务;低调运作的MangoAI则专注广告 短视频技术。交易金额均未披露。 他补充道： ...