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宝兰德股价跌5.06%,中信保诚基金旗下1只基金重仓,持有7.97万股浮亏损失12.67万元
Xin Lang Cai Jing· 2025-11-19 07:22
资料显示,北京宝兰德软件股份有限公司位于北京市西城区北三环中路29号院3号楼茅台大厦28层,成 立日期2008年3月27日,上市日期2019年11月1日,公司主营业务涉及基础软件中的中间件软件产品、以 及云管理平台软件、应用性能管理软件等智能运维产品的研发和销售,并提供配套专业技术服务。主营 业务收入构成为:基础设施软件服务46.09%,基础设施软件销售33.01%,智能运维软件服务15.39%, 智能运维软件销售2.72%,人工智能大数据软件1.49%,人工智能大数据软件服务0.69%,其他(补 充)0.60%。 从基金十大重仓股角度 数据显示,中信保诚基金旗下1只基金重仓宝兰德。中信保诚景气优选混合A(020151)三季度持有股 数7.97万股,占基金净值比例为0.42%,位居第九大重仓股。根据测算,今日浮亏损失约12.67万元。 中信保诚景气优选混合A(020151)成立日期2024年2月26日,最新规模1.75亿。今年以来收益 53.79%,同类排名602/8138;近一年收益58.07%,同类排名508/8055;成立以来收益94.19%。 11月19日,宝兰德跌5.06%,截至发稿,报29.85元 ...
模力工场 020 周 AI 应用榜:灵臂 Lybic 登顶榜首,榜单聚光“Agent 原生工作基建”!
AI前线· 2025-11-19 07:00
模力工场新鲜事: 上周,模力工场对 AI Infra 相关工具进行了系统梳理,并将其定义为:"AI Infra 不是单一技术,而是 一整套让 AI 真正运行起来并实现规模化落地的基础设施组合,涵盖从 GPU → 数据 → 模型 → MLOps → LLMOps → 部分开发基础设施。" 目前,模力工场已完成 49 款 AI Infra 工具的上线。欢迎访问模力工场的 AI Infra 标签专区,查漏补 缺,看看有哪些你熟悉或尚未了解的 AI Infra 工具。同时也欢迎大家将自己了解的工具上传至模力工 场,试用平台上已有的 AI Infra 工具,并在评论区分享你的使用心得与看法。 11 月 22 日,模力工场携多款上榜应用亮相杭州 AI 开源生态大会。主论坛特邀知名院士、业界 科学家、社区代表及全球开发者,分享行业洞见与实践经验,更有 N 场技术干货分享蓄势待 发。 大会现场,模力工场不仅设有上榜应用展台,还将带来精彩的分论坛分享。欢迎加入模力工场杭州 AI 开源生态大会交流群,亲临现场,与上榜应用开发者面对面交流、打卡互动~ 模力工场秋季赛 进行中,本周榜单如下,恭喜各位上榜的同学!完整榜单见模力工场网页 ...
Palantir and PwC UK Sign a Multi-Year, Multi-Million-Pound Deal to Accelerate AI Transformation as Preferred Partners in the UK
Businesswire· 2025-11-19 07:00
Core Insights - PwC UK and Palantir Technologies Inc. have expanded their strategic alliance with a multi-year, multi-million-pound investment by PwC [1] - The partnership aims to deliver advanced AI and data solutions to address complex global challenges [1] - This collaboration positions both organizations as preferred partners in the UK market, aligning their strategies and resources [1]
India's domestic IT spend set to touch $176 bn in 2026: Gartner
Rediff· 2025-11-19 06:41
India’s information technology (IT) spend is projected to touch $176.3 billion in 2026, rising 10.6 per cent from 2025, and outpacing the 9.8 per cent growth expected globally, according to the latest forecast by Gartner Inc., a business and technology insights company.Illustration: Dominic Xavier/RediffThe growth is being propelled by investments in data centres and software, according to its latest forecast.For 2025, Gartner had projected 11.2 per cent growth in India’s IT spend, taking it to $160 billion ...
*ST东通2025年11月19日涨停分析:营业收入增长+现金流改善+政府补助
Xin Lang Cai Jing· 2025-11-19 06:36
Core Viewpoint - *ST Dongtong (SZ300379) experienced a trading halt with a price of 2.41 yuan, reflecting a 19.9% increase, and a total market capitalization of 1.345 billion yuan, driven by revenue growth, improved cash flow, and government subsidies [1] Financial Performance - In the first half of 2025, the company's revenue increased by 48.85% year-on-year, indicating an expansion in business scale [1] - Operating cash flow turned positive with a year-on-year growth of 112.82%, suggesting an improvement in the company's operational status [1] - The company received government subsidies amounting to 36.55 million yuan in the first half of 2025, a 19.5% increase compared to the previous year, which helps stabilize its financial condition [1] Business Operations - The company's main business involves the research, sales, and related technical services of middleware products, focusing on areas such as cybersecurity, emergency response, and digital transformation [1] - The current market shows high interest in the fields of computer software and cybersecurity, presenting development opportunities that align with the company's business focus [1] Market Sentiment - The trading halt may indicate capital inflow into the stock, reflecting short-term market optimism [1] - However, the company faces significant risks, including potential forced delisting due to major legal violations and financial fraud, suggesting that the recent price increase may be a short-term fluctuation [1]
Wix Reports Third Quarter 2025 Results
Globenewswire· 2025-11-19 06:00
Core Insights - Wix.com Ltd. reported a 14% year-over-year growth in total bookings and revenue for Q3 2025, driven by strong performance in Creative Subscriptions and Business Solutions [4][5][9] - The company is optimistic about its future growth, particularly with the introduction of Base44, an AI-driven platform that is expected to significantly contribute to revenue in 2026 and beyond [2][4][11] Financial Performance - Total revenue for Q3 2025 was $505.2 million, reflecting a 14% increase compared to the same quarter last year [5][22] - Creative Subscriptions revenue reached $356.2 million, up 12% year-over-year, while Business Solutions revenue increased by 18% to $149.0 million [5][22] - Total bookings for Q3 2025 were $514.5 million, also up 14% year-over-year [5][29] Key Metrics - Creative Subscriptions Annualized Recurring Revenue (ARR) increased to $1.457 billion, marking an 11% year-over-year growth [5][19] - The company achieved a total gross margin of 68% on a GAAP basis, with Creative Subscriptions gross margin at 83% [5][22] - Non-GAAP net income for Q3 2025 was $100.2 million, translating to $1.80 per basic share [5][22] Strategic Outlook - Wix raised its full-year bookings outlook to between $2,060 million and $2,078 million, reflecting a growth expectation of 13-14% year-over-year [9][10] - The revenue outlook for the full year has also been updated to $1,990 million to $2,000 million, indicating a similar growth rate [10][11] - The company plans to accelerate marketing investments in Base44 to capture stronger-than-anticipated demand [9][11] Market Position - Wix's market share has grown from low-single digits to over 10% since June 2025, indicating a strong competitive position in the AI application builder market [2][4] - Base44 has quickly gained traction, serving over 2 million users and adding more than 1,000 new paying subscribers daily [4][5]
你的盗版Windows,可能一夜之间“失效”了!微软正式封杀KMS38,“白嫖时代”或将走向终点
猿大侠· 2025-11-19 04:11
整理 | 郑丽媛 出品 | CSDN(ID:CSDNnews) 如果你最近突然在桌面右下角看到刺眼 的"Activate Windows"水印,不用惊讶 : 不是你电脑出问题了,而是微软真的动手了 。 多年来 , 开源 激活工具 KMS38 让无数 用户无需花钱,就能把 Windows 与 Office 激活得像正版一样,还能正常收官方更新,被不少人称为"最稳定 的白嫖方法" —— 但这一切 , 在 本月 Patch Tuesday 更新之后 戛然而止。 近日, 微软正式封堵该激 活方式,致使大量依赖 KMS38 的设备瞬间掉激活, 无数依靠 KMS38 工具运行的"白嫖版" Windows 和 Office 一夜之间失 效 , 系统疯狂弹窗提醒你"请购买正版授权"。 也因为这些特性, 多年来, KMS38 被视为最简单、安全的"免费激活"方案之一:不仅能激活系统,还能照常安装微软的官方更新,体验几乎与正版无 异。 甚至 , 包括 ZDNet 在内的 国外 知名媒体 也 都做过实测,确认 KMS38 "的确如宣传所说 的 那样"。 更戏剧的是 , 这个广泛用于 盗版 激活 Windows 与 Office 的 ...
机构称AI应用将进入全面爆发阶段
Mei Ri Jing Ji Xin Wen· 2025-11-19 03:28
Group 1 - Baidu's Q3 2025 financial report shows AI business revenue growth exceeding 50% year-on-year, with AI cloud revenue increasing by 33%, AI application revenue reaching 2.6 billion yuan, and AI native marketing service revenue growing by 262% to 2.8 billion yuan [1] - The company is building a full-stack capability through self-developed chips, Wenxin large model, and AI cloud, while expanding its autonomous driving service "Luo Bo Kuaipao" globally, resulting in a significant increase in transportation service volume [1] - Shenwan Hongyuan Securities views "Artificial Intelligence +" as a new top-level design following "Internet +", with the 2025 release of the "Opinions on Deepening the Implementation of 'Artificial Intelligence +'" marking a pivotal moment similar to the 2015 "Guiding Opinions on Actively Promoting 'Internet +'" [1] Group 2 - The STAR 50 Index experienced fluctuations, with the STAR 50 ETF (588000) down 0.49% as of November 19, 2025, with a latest price of 1.42 yuan and a trading volume of 1.171 billion yuan [2] - Component stocks showed mixed performance, with Shengyi Electronics up 6.9%, Zhongwei Company up 6.38%, and Huahai Qingke up 4%, while Baiwei Storage led the decline at 4.29% [2] - The STAR 50 ETF has attracted significant capital attention, with a net inflow of 1.65 billion yuan over the past five trading days, and it tracks the STAR 50 Index, which has a high concentration in the electronics and computer sectors, aligning with the development of cutting-edge industries like AI and robotics [3]
Palantir Is A Strong Buy Amid Explosive Growth, Record Earnings
Seeking Alpha· 2025-11-19 03:26
So I'm here again, taking my bulls out on Palantir ( PLTR ). If I remember, the last time I wrote about Palantir was in mid-August, and the stock has been up 10% since then. So here I go again, ignoring the bearsHi, I'm a dedicated Stock Analyst aiming to identify clear winners in the market. I'm here to help others make informed investment decisions by delivering clear, insightful, and easy-to-understand financial content. My work has been featured on several leading platforms, including Yahoo, MSN, Nasdaq ...
人工智能加速渗透,AI终端规模剑指3000亿元!科创50ETF(588000)成交额达9.4亿元
Mei Ri Jing Ji Xin Wen· 2025-11-19 03:17
11月19日,A股开盘三大指数小幅低开。科创50ETF(588000)早盘整体呈震荡走势,盘中最高涨 幅达0.28%。盘面上,持仓股寒武纪、海光信息、晶晨股份、中微公司等涨超1%;资金上,科创50ETF (588000)近期持续受到资金青睐,近三日资金净流入超5.6亿元,近五日资金净流入超16.55亿元。截 至发文,科创50ETF(588000)成交额超9.4亿元。 消息面上,11月18日,重庆市印发《人工智能终端产业创新蝶变行动计划(2026-2030年)》,提 出到2030年实现人工智能终端产业规模突破3000亿元的发展目标。计划将重点推动AI手机、AI计算 机、智能家电、工业机器人等终端产品创新,并加快建设算力基础设施,开展AI芯片、智能传感器等 核心技术攻关。这一产业政策的出台,为人工智能终端产业链的长期发展提供了明确支持。 每日经济新闻 (责任编辑:董萍萍 ) 展望后市,开源证券指出,随着重庆等地相继出台人工智能终端产业专项政策,标志着AI技术正 从模型层面向终端应用加速渗透。在地方政策与市场需求的双轮驱动下,AI终端产业链将迎来新一轮 发展机遇。算力基础设施、端侧AI芯片、智能传感器及具身智能等核 ...