Palantir Technologies Inc. (NASDAQ:PLTR) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer noted that he is a “big believer” in the company, as he remarked: “Next, how about Palantir, which finished 2025 up just 135%. Good for ninth place in the S&P 500 and seventh place in the Nasdaq-100, it’s still tough to justify, I know, Palantir’s valuation, with the stock trading at around 175 times this year’s earnings estimates, but as usual, the Palantir bulls don’t care about that and ...

有一种全球通用的语言，几乎没人喜欢，却是打工人升职加薪的敲门砖——PPT。 "工作干得好，不如 PPT 做的好"，因为做不好 PPT ，多少人向上汇报时说不清楚，工作成果得不到认可，辞职创业倒在融资的第一步。 支配了职场近 40 年， PPT 早已被异化成一种形式主义的工具，就连很多科技互联网大佬也束手无策，只好选择干脆不用。 因为乔布斯不用 PPT，才有了 Keynote 图片由 AI 生成 但有这么一家初创公司，不仅打破了这种形式主义，让所有人可以轻松表达想法和思考，而且还赚到了钱。 这家公司名叫 Gamma，成立短短五年，就靠着一款 AI PPT 工具，50 人团队，估值突破 21 亿美元，坐拥近 1 亿注册用户，年化收入 ARR 突破 1 亿美 元，在大部分 AI 应用产品还在烧钱时连续两年盈利。 虽然在 2023 年生成式 AI 大爆发后才真正起飞，但 Gamma 面对的是一个从来都不缺热闹（竞争）的赛道。 微软 PowerPoint 作为 PPT 工具鼻祖垄断多年，谷歌 Slides、苹果 Keynote 颠覆未果割据一方，还有同时期成立但融资更多的竞品 Tome，和来势汹汹的 AI 大模型公司， ...

Core Viewpoint - Moer Technology has released version 1.1 of its open-source large model distributed training simulation tool, SimuMax, which enhances its capabilities and provides systematic support for model training simulation and tuning [1] Group 1: Product Update - The new version builds on the high-precision simulation capabilities of version 1.0 and transitions from a single tool to an integrated full-stack workflow platform [1] - Key innovations in this update include a user-friendly visual configuration interface, intelligent parallel strategy search, and a System-Config generation pipeline that integrates computing and communication efficiency modeling [1] - The update improves compatibility with the mainstream training framework Megatron-LM and enhances the modeling accuracy of complex communication behaviors in mixed parallel training, making the simulation environment closer to real production scenarios [1] Group 2: Market Reaction - On January 8, Moer Technology's stock price increased by 9.15%, closing at 674.02 yuan per share, with a total market capitalization of 316.8 billion yuan [1]

Core Insights - Veeva Systems has announced a new environmental monitoring solution aimed at enhancing quality control in manufacturing operations, which will be available in December 2026 [1][3] Group 1: Product Features - The Veeva Environmental Monitoring solution is a cloud-native application that integrates with Veeva LIMS, allowing laboratories and manufacturing facilities to schedule, collect, and analyze environmental samples to ensure compliance with GMP and internal sterility standards [1][2] - This solution is part of Veeva Quality Cloud and will eliminate data silos and paper-based processes, thereby streamlining the batch release process [2] Group 2: Strategic Commitment - The introduction of Veeva Environmental Monitoring reflects the company's long-term commitment to modernizing quality and manufacturing processes by removing legacy technology [3] - The solution aims to create a seamless process across quality control, micro labs, and batch release, enhancing overall operational efficiency [3] Group 3: Company Overview - Veeva Systems provides cloud-based software, data, and consulting services specifically for the life sciences industry, serving over 1,500 customers, including major biopharmaceutical companies and emerging biotechs [4] - As a Public Benefit Corporation, Veeva is dedicated to balancing the interests of various stakeholders, including customers, employees, and shareholders [4]

分享运用稻壳超级模板搭建财务管理系统的心得与实用技巧，助您高效实现财务管理。 1、 面对各类财务报表如收支记录的管理难题，可借助 高效工具构建专属财务系统。通过WPS稻壳超级模板， 无需安装VBA即可快速搭建业务管理系统，操作简便， 支持一键录入与查询数据。该模板集成多种常用报表功 能，帮助用户系统化处理复杂工作流程。使用时，只需 进入稻壳商场，选择合适模板，轻松实现财务管理自动 化与规范化，提升工作效率。 4、 在这里可查看系统模板的设计者、受欢迎程度、用户评价、价格及预览效果。点击立即下载获取模 板，安装后即可套用样式、调整数据，快速搭建专属的业务管理系统，轻松实现个性化管理需求。 4、 在这里可查看系统模板的设计者、受欢迎程度、用户评价、价格及预览效果。点击立即下载获取模 板，安装后即可套用样式、调整数据，快速搭建专属的业务管理系统，轻松实现个性化管理需求。 分享运用稻壳超级模板搭建财务管理系统的心得与实用技巧，助您高效实现财务管理。 1、 面对各类财务报表如收支记录的管理难题，可借助高效工具构建专属财务系统。通过WPS稻壳超级 模板，无需安装VBA即可快速搭建业务管理系统，操作简便，支持一键录入与查询 ...

Torsten Asmus/iStock via Getty Images By John Baldi & Michael Clarfeld, CFA AI Boom Requires Active Management, Discipline Market Overview 2025 marked the third consecutive year of this AI-driven cycle. The market-cap-weighted S&P 500 Index (SP500) rose 17.9% in the year, while the equal-weighted S&P 500 Index (SP500) gained just 11.4%. The Magnificent Seven, this market’s nucleus, rose 24.9% in 2025. Since ChatGPT launched three years ago, the cap-weighted S&P 500 has delivered nearly twice the gains ...

Core Insights - ServiceTitan has introduced Accounts Payable (AP) Automation and expanded its fintech suite, including Tap to Pay for mobile payments and Integrated Financing, aimed at simplifying contractor financial operations [1][2] Group 1: AP Automation - The AP Automation leverages AI to connect bills directly to jobs, vendors, and purchase orders, enhancing visibility into cash flow and financial operations [3] - Features like automated inbox for bill capture and three-way matching help reconcile discrepancies, improving accuracy in job costing and financial management [4] Group 2: Mobile Payments - Tap to Pay on Mobile allows technicians to accept contactless payments quickly, supporting various payment methods without additional hardware, addressing consumer demand for faster payment experiences [4] - ServiceTitan Payments customers experience an average of 40% faster payment times compared to non-ServiceTitan Payments customers [4] Group 3: Integrated Financing - Integrated Financing within ServiceTitan's Field Management App enables contractors to manage the financing process directly within the platform, offering flexible payment options [5] - The new unified application waterfall for financing has an approval rate as high as 94%, facilitating efficient job closures [5] Group 4: Market Position - The expanded fintech suite positions ServiceTitan as an all-in-one platform tailored for the trades, addressing the evolving consumer expectations and the complexity of financial operations in the industry [6]

Core Insights - N-able has appointed Patrick Pulvermueller to its board of directors, enhancing its leadership team as it aims to empower organizations in maintaining security and resilience in business [1][3]. Company Overview - N-able is a global software company focused on delivering an end-to-end cyber resilience platform to protect businesses against evolving cyber threats [5]. - The company emphasizes a partner-first approach, combining its products with expert training and peer-led events to ensure customer success [5]. Leadership Experience - Patrick Pulvermueller brings extensive experience in technology leadership and cybersecurity, having previously served as CEO of Acronis and held executive roles at GoDaddy [2]. - He is the founder and managing director of Redsalt GmbH, further showcasing his expertise in the cybersecurity landscape [2]. Strategic Focus - Pulvermueller's appointment is seen as a strategic move to enhance N-able's focus on security-driven innovation and customer support, which are critical for business resilience in a digital-first world [3][4]. - The company aims to leverage Pulvermueller's insights to accelerate innovation and deliver solutions that protect organizations throughout the entire threat lifecycle [4].

USA | Software Equity Research '26 Software Playbook – Waiting Patiently on Shore to Ride the AI Waves We recommend investors stay underweight software as growth decelerates and lags versus other sectors like semis. We believe '26 will be another year of gradual AI monetization, with more meaningful growth contribution/ acceleration needed to ease AI disintermediation fears, thus requiring more selectivity. Top picks - Mega Cap: MSFT, META; Large Cap: INTU, TEAM, ORCL; Mid Cap: PCOR, U, WIX; Small Cap: UPWK ...

证券研究报告 公司研究 [Table_ReportType] 点评报告 [Table_StockAndRank] 卓易信息(688258.SH) 请阅读最后一页免责声明及信息披露 http://www.cindasc.com 1 [Table_OtherReport] ➢ 低门槛开发，全面提升开发效率。SnapDevelop 致力于降低企业应用 开发门槛，通过可视化设计与 AI 辅助协同，帮助开发团队显著减少手 工编码工作量，缩短开发周期。1）相较于低代码平台来说，产品直接 生成用户可以维护的代码，用户可根据自己的实际情况对模块或者功能 进行扩展和修改。2）内嵌 AI 编程助手，目前支持 Deepseek、通义千 问、豆包等主流 AI 模型，可自动生成 50%-80%的代码，实现 3-5 倍的 效率提升。 ➢ 面向云原生应用开发，鸿蒙专项能力支持。与传统 IDE（微软的 VisualStudio、JetBrains 的 IntelliJIDEA 等）相比，SnapDevelop 在云 原生领域具有明显优势，主要支持.NET 平台的云原生开发，拥有专门 为云原生开发设计的开发组件和模板。同时 SnapDevel ...