人民财讯1月9日电，企查查APP显示，近日，丝路数康科技(甘肃)有限责任公司成立，法定代表人为焦 晓东，经营范围包含大数据服务；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； 人工智能公共数据平台等。企查查股权穿透显示，该公司由云上甘肃科技股份有限公司、创业慧康 （300451）等共同持股。 ...

（原标题：美银证券：中资软件首选股金蝶国际(00268)、美图公司(01357)及金山办公(688111.SH)） 智通财经APP获悉，美银证券发布研报称，该行覆盖的中国软件公司股价于2025年平均上升16%，跑输MSCI中国指数23%升幅。展望2026年，该 行对软件需求前景持审慎乐观态度，因为AI变现加速及软件进口替代趋势，将与多个垂直行业的需求疲弱并存。 总体而言，该行预测中国软件及IT服务行业于2026年收入同比增长12%，2025年预测为同比增长13%。在下调2025-2026年收入预测约2%后，预计 覆盖的软件公司2026年平均收入同比增长加速至14%，2025年为7%。 该行对企业资源规划(ERP)、照片编辑软件及办公软件板块的公司持选择性正面看法，这些标的在SaaS模式及AI驱动下增长能见度较高; 但对网络 安全及地产软件则保持谨慎，原因是需求偏弱。首选股分别有金蝶国际(00268)、美图公司(01357)及金山办公(688111.SH)，均获"买入"评级。 ...

总体而言，该行预测中国软件及IT服务行业于2026年收入同比增长12%，2025年预测为同比增长13%。 在下调2025-2026年收入预测约2%后，预计覆盖的软件公司2026年平均收入同比增长加速至14%，2025 年为7%。 智通财经APP获悉，美银证券发布研报称，该行覆盖的中国软件公司股价于2025年平均上升16%，跑输 MSCI中国指数23%升幅。展望2026年，该行对软件需求前景持审慎乐观态度，因为AI变现加速及软件 进口替代趋势，将与多个垂直行业的需求疲弱并存。 该行对企业资源规划(ERP)、照片编辑软件及办公软件板块的公司持选择性正面看法，这些标的在SaaS 模式及AI驱动下增长能见度较高; 但对网络安全及地产软件则保持谨慎，原因是需求偏弱。首选股分别 有金蝶国际(00268)、美图公司(01357)及金山办公(688111.SH)，均获"买入"评级。 ...

Core Insights - The software development and internet services sectors are experiencing significant upward movement, with the Zhongzheng Software Service Index rising by 2.08% as of January 9, 2026, driven by strong performances from key stocks such as Weining Health (+12.00%) and Zhongke Xingtong (+7.41%) [1] Group 1: Industry Trends - The ongoing policy push for intelligent upgrades in manufacturing is creating new opportunities for industrial software, as outlined in the "AI + Manufacturing" initiative, which aims to establish 1,000 high-level industrial intelligent systems and promote 500 typical application scenarios by 2027 [1] - The adoption rate of large models and intelligent systems among Chinese industrial enterprises has surged from 9.6% in 2024 to 47.5% in 2025, with leading companies expected to reach a 60% penetration rate in industrial AI over the next three years, indicating a significant demand release for industrial software [1] - The computer and software development industry is witnessing rapid growth, particularly in the GPU chip sector, with a notable shift in the AI industry's value focus towards agent application layers [1] Group 2: Market Dynamics - Meta's acquisition of the AI agent company Manus highlights the increasing market recognition of AI applications capable of solving specific problems, such as research, coding, and data analysis [1] - As of December 31, 2025, the top ten weighted stocks in the Zhongzheng Software Service Index include iFlytek, Kingsoft Office, and Tonghuashun, collectively accounting for 60.89% of the index [2] - The Software ETF (159852) serves as a convenient tool for investors looking to capitalize on opportunities within the computer software industry [3]

Group 1 - The core viewpoint of the report is that the implementation of the "AI + Manufacturing" initiative is expected to accelerate the development of industrial software in China, driven by domestic policies and the dual engines of localization and intelligence [1][2] - The initiative aims to create 1,000 high-level industrial intelligent entities and promote the application of 3-5 general large models in manufacturing by 2027, enhancing the industrial software and algorithm tools [1][2] - The report maintains a "recommended" rating for the computer industry, anticipating a rapid growth period for the industrial software sector in China [1] Group 2 - AI is projected to cover the entire manufacturing process, with leading industrial AI penetration rates expected to reach 60% in the next three years [3] - The value of AI in manufacturing is highlighted in both commercial and industrial aspects, improving operational efficiency and enabling refined management, which leads to significant reductions in R&D cycles, production inefficiencies, and carbon emissions [3] - The market size for AI applications in China's manufacturing sector is expected to grow from approximately 5.6 billion yuan in 2023 to 14.1 billion yuan by 2025, maintaining a growth rate of over 40% [4] Group 3 - The industrial internet sector in China is projected to generate a core industry value-added of 1.53 trillion yuan in 2024, reflecting a growth of 10.65% from 2023 [5] - The total value-added of the industrial internet industry is expected to reach 5.01 trillion yuan, accounting for 3.81% of GDP, indicating a stable economic impact [5] Group 4 - Key stocks to focus on include companies involved in AI + manufacturing such as Baoxin Software, Dingjie Zhizhi, and Nengke Technology, as well as those in AI + design and AI + management sectors [6]

Group 1: AI and Marketing Trends - The shift from traditional SEO to GEO (Generative Engine Optimization) is highlighted as a long-term growth opportunity in the context of AI search becoming the main entry point for information retrieval [2][3] - Traditional SEO is facing systematic decline as search algorithms transition from keyword matching to generative reasoning, leading to a change in traffic distribution from "click-driven" to "citation-driven" [2][3] - Leading marketing companies are advancing their GEO strategies at the technical, product, and organizational levels, validating the feasibility of this new approach [2][3] Group 2: Market Performance and Developments - The software 50ETF index shows positive performance with significant gains from companies like Zhongke Xingtou (up over 11%), Aerospace Information (up over 5%), and Tonghuashun (up over 3%) [4] - The establishment of a new company, Hanxiang Xingyu Technology, is noted, which focuses on smart UAV manufacturing and AI public data platforms, indicating growth in the AI and aerospace sectors [4] Group 3: AI in Manufacturing - The "AI + Manufacturing" policy aims to address bottlenecks in industrial software and promote the integration of AI into core manufacturing processes [5][6] - The market for AI applications in Chinese manufacturing is projected to grow significantly, with an expected market size of 141 billion yuan by 2025, up from 56 billion yuan in 2023 [6] - The revenue from industrial software products in China is expected to exceed 500 billion yuan by 2029, driven by the implementation of supportive national policies [6]

行业与指数层面，软件板块受益于技术迭代与场景落地，科大讯飞等企业在大模型领域的突破进一步带 动板块情绪，中证软件服务指数选取业务涉及软件开发领域的上市公司证券作为样本，精准覆盖板块核 心标的；需注意的是，当前市场上同名软件相关产品跟踪的指数存在明显差异，投资者需区分标的以精 准布局。 软件 ETF（159852）当前管理费率为 0.50%（每年），托管费率为 0.10%（每年），没有股票账户的投 资者还可以通过联接基金（012619.OF，012620.OF，021861.OF）布局板块投资机遇。 声明：市场有风险，投资需谨慎。本文为 AI 基于第三方数据生成，仅供参考，不构成个人投资建议。 资讯所属栏目还有更多独家策划、专家专栏，免费查阅>> 1月9日消息，据数据显示，截至10：48，个股方面，中科星图、卫宁健康涨超 11%，光环新网涨超 7%，宝信软件、深信服涨超4%，合合信息、同花顺、三六零等涨超 3%. 热门 ETF 方面，软件 ETF（159852）涨 2.63%，盘中成交额达 2.57亿元，换手率达3.81%。天天基金网 数据显示，该基金近 6 月涨 14.22%，近 1 年涨 29.90%。 消 ...

聚焦产业强区建设，玄武区将全力推进人工智能发展壮大、服务业转型升级和人文经济提质增效。 今年，全区将加快实施"人工智能+"行动，创新打造"AI+文旅""AI+医疗""AI+教育"等垂直领域标杆场景， 发布行业大模型超100个，推动构建"1+3+N"全域数智生态。 此外，围绕城市功能品质提升，玄武区将深入开展"一路四环"城市更新，统筹推进高水平建设、高 效能治理与高标准保护，着力打造更富活力、更有品质的中心城区。 新征程号角嘹亮，新发展步履铿锵。当前，我市各区紧锣密鼓召开两会，总结过去一年成绩，谋划 新一年发展蓝图。站在新的起点上，各区立足自身定位，聚焦经济社会发展关键议题，共商高质量发展 务实之策，为推动区域现代化建设、谱写中国式现代化南京实践新篇章注入强劲的区域动力。 瞄准产业赛道，城区发展路线清晰 1月8日，玄武区第十九届人民代表大会第五次会议召开，全面总结"十四五"以来全区转型发展成 就，并就新一年高质量发展谋篇布局。面向"十五五"，玄武区锚定建设国际化活力中心城区目标。今 年，全区将重点围绕扩大有效需求、打造产业强区、激活内生动力、提升功能品质、增进民生福祉五大 方面集中发力，确保"十五五"发展开好局 ...

Core Insights - Snowflake plans to acquire Observe to enhance its AI-driven observability capabilities, focusing on open standards tailored for AI enterprises [1][2] - The acquisition aims to integrate Observe's observability platform with Snowflake's AI Data Cloud, promising to resolve production issues up to 10 times faster than traditional reactive monitoring [3] Group 1 - The definitive agreement for the acquisition has been signed, with the closing subject to customary conditions [2] - The combined solution will provide enterprises with agentic AI for quicker troubleshooting, an open-standard architecture for scalability, and efficient telemetry data retention [3] - Snowflake's CEO emphasized the importance of reliability as a business imperative, stating that the integration will empower customers to manage observability across vast amounts of telemetry data [4] Group 2 - Observe's CEO noted that the merger will accelerate the observability solution at an enterprise scale, addressing the complexities of operating and troubleshooting production systems [4] - The collaboration is expected to deliver faster insights, improved reliability, and better economic efficiency for enterprises running next-generation AI applications [5] - Snowflake's previous acquisition of Crunchy Data in June aimed to enhance its AI capabilities by adding open-source Postgres technology to its AI Data Cloud [6]

Core Insights - The annual report from Greptile reveals a significant increase in code productivity among engineers using AI programming tools, with individual developers increasing their monthly code submissions from 4,450 to 7,839 lines, a growth of 76% [1] - For medium-sized development teams of 6-15 members, the code submission per developer nearly doubled, showing an 89% increase, indicating that AI programming tools are becoming efficiency multipliers [1] - The median number of code lines changed per file during submissions increased by 20%, suggesting that AI tools are enabling more complex code modifications [1] Group 1: Productivity Metrics - The report highlights skepticism from the Y Combinator forum regarding the reported efficiency gains, with concerns that developers may spend significant time fixing issues in AI-generated code [2] - There is a debate on whether the increase in code submission equates to real productivity improvements, as the complexity of tasks varies significantly among developers [2][3] - The quality of code submitted is not captured in the report, raising questions about whether each line of code should be viewed as a burden rather than an asset [2] Group 2: AI Model Competition - OpenAI remains the market leader in AI programming tools, with a steep increase in SDK downloads from nearly zero in early 2022 to 130 million by November 2025 [8] - Anthropic has shown remarkable growth, with downloads increasing by 1,547 times since April 2023, narrowing the gap with OpenAI from a ratio of 47:1 to 4.2:1 [8] - Google’s growth in SDK downloads is comparatively slower, reaching approximately 13.6 million by November 2025, indicating a significant disparity with OpenAI and Anthropic [8] Group 3: Model Performance - The report provides performance benchmarks for five major AI models used as coding agents, indicating that Claude Sonnet 4.5 and Opus 4.5 have faster response times compared to the GPT-5 series [10][11] - For batch generation scenarios, GPT-5-Codex and GPT-5.1 demonstrate superior throughput, making them suitable for large-scale code generation and testing [12] - Gemini 3 Pro shows slower response times and lower throughput, making it less suitable for interactive programming environments [12] Group 4: Future Directions - The report discusses emerging research directions, such as the potential of Self-MoA to disrupt traditional multi-model integration and the use of reinforcement learning to enhance model decision-making [12] - It emphasizes the necessity of human review before code submission, as tracking AI tool usage data does not reflect the actual user experience and effectiveness [12]