Group 1 - The core point of the article is that Tencent Technology (Shenzhen) Co., Ltd. has obtained a patent for a "video action detection method, device, equipment, and storage medium" with the authorization announcement number CN115116129B, applied for on May 2022 [1] - Tencent Technology (Shenzhen) Co., Ltd. was established in 2000 and is located in Shenzhen, primarily engaged in software and information technology services [1] - The registered capital of Tencent Technology (Shenzhen) Co., Ltd. is 2 million USD [1] Group 2 - According to data analysis from Tianyancha, Tencent Technology (Shenzhen) Co., Ltd. has invested in 15 companies and participated in 264 bidding projects [1] - The company has 5,000 trademark information entries and 5,000 patent information entries, along with 533 administrative licenses [1]

作者：情报员 天眼查资料显示，腾讯科技（深圳）有限公司，成立于2000年，位于深圳市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本200万美元。通过天眼查大数据分析，腾讯科技（深圳）有限公 司共对外投资了15家企业，参与招投标项目264次，财产线索方面有商标信息5000条，专利信息5000 条，此外企业还拥有行政许可533个。 本文源自：金融界 金融界2025年8月15日消息，国家知识产权局信息显示，腾讯科技（深圳）有限公司取得一项名为"文本 映射模型的处理方法、装置、计算机设备及存储介质"的专利，授权公告号CN114328815B，申请日期为 2021年11月。 ...

天眼查资料显示，腾讯科技（深圳）有限公司，成立于2000年，位于深圳市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本200万美元。通过天眼查大数据分析，腾讯科技（深圳）有限公 司共对外投资了15家企业，参与招投标项目264次，财产线索方面有商标信息5000条，专利信息5000 条，此外企业还拥有行政许可533个。 本文源自：金融界 金融界2025年8月15日消息，国家知识产权局信息显示，腾讯科技（深圳）有限公司取得一项名为"分子 能量的预测方法、装置、设备及存储介质"的专利，授权公告号CN117253558B，申请日期为2022年10 月。 作者：情报员 ...

金融界2025年8月15日消息，国家知识产权局信息显示，腾讯科技（深圳）有限公司取得一项名为"信息 流推荐策略处理方法、装置、设备及计算机存储介质"的专利，授权公告号CN113886676B，申请日期为 2020年07月。 本文源自：金融界 作者：情报员 天眼查资料显示，腾讯科技（深圳）有限公司，成立于2000年，位于深圳市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本200万美元。通过天眼查大数据分析，腾讯科技（深圳）有限公 司共对外投资了15家企业，参与招投标项目264次，财产线索方面有商标信息5000条，专利信息5000 条，此外企业还拥有行政许可533个。 ...

作者：情报员 金融界2025年8月15日消息，国家知识产权局信息显示，北京小米移动软件有限公司取得一项名为"信息 发送方法及装置、连接建立方法及装置和基站"的专利，授权公告号CN110583079B，申请日期为2019年 08月。 天眼查资料显示，北京小米移动软件有限公司，成立于2012年，位于北京市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本148800万人民币。通过天眼查大数据分析，北京小米移动软件有 限公司共对外投资了4家企业，参与招投标项目138次，专利信息5000条，此外企业还拥有行政许可123 个。 本文源自：金融界 ...

对此，蚂蚁集团旗下蚂蚁密算、中电数据产业集团有限公司、国家工业信息安全发展研究中心、浙江大 学区块链与数据安全全国重点实验室、华为技术公司以及北京交通大学等产学研机构，共同发起本次升 级，构建覆盖可信数据空间、数据元件、数联网、区块链、隐私保护计算和数场的融合技术生态，逐步 对外开放代码，促进跨领域技术协同与标准共建。 北京商报讯（记者 魏蔚）8月14日，隐语"可信隐私计算开源社区"在三周年之际宣布升级：由"可信隐 私计算开源社区"扩容为"隐语·数据可信流通技术社区"，将逐步覆盖隐私保护计算、可信数据空间、数 据元件、数联网、区块链、数场等六条技术路线并形成多技术路线的融合，未来通过开源代码、共建标 准和共创场景，为医疗、金融、城市治理、制造等多个领域提供一站式、可验证、可互联的数据流通技 术底座。 在国家"数据要素×"行动全面提速的背景下，数据可信流通已从顶层设计走向标杆落地，但在产业应用 上仍陷"三重门"困境：共识难，有不少成功案例落地，但技术实现不统一、不透明，规模化流通落地卡 在"最后一公里"；标准难，相关文件和标准修订周期长、颗粒度粗，难以直接映射到技术的实现场景 上；应用门槛高，技术难以转化为易用 ...

Core Insights - The company continues to grow and invest in its products and platforms despite uncertain market conditions, focusing on expanding its presence in various verticals [2] - There is a strong emphasis on developing digital capabilities in Europe, supported by government initiatives and the European Union's push for digital sovereignty, which aligns with the company's investment strategy [2] - The company aims to be a preferred choice for European governments and enterprises, enhancing its digital foundation for a prosperous Europe [3] Financial Performance - In Q2 2025, the company reported a revenue growth of 3.9% to DKK 1,714.9 million, while adjusted EBITDA decreased by 18% to DKK 220.7 million, resulting in an adjusted EBITDA margin of 12.9% [5] - The diluted earnings per share for Q2 2025 were DKK 1.17, with an increase in the average number of full-time employees from 7,884 in Q2 2024 to 8,333 in Q2 2025 [5] - Free cash flow was DKK 25.6 million in Q2 2025, down from DKK 148.2 million in Q2 2024, with a cash conversion ratio of 14.6% [5] Future Guidance - The company maintains its financial guidance for the year, expecting organic revenue growth between 5% and 10% and an organic adjusted EBITDA margin between 16% and 19% [4][5] - Non-organic revenue through Netcompany Banking Services is projected to be between DKK 840 million and DKK 870 million for the full year [5]

云计算ETF沪港深（517390）紧密跟踪中证沪港深云计算产业指数（931470.CSI），同时布局港股的互 联网企业，A股算力企业和A股的计算机龙头。该ETF还配有场外联接基金（A类：019171/C类： 019170）。 消息面上，国家发展改革委党组成员、国家数据局局长刘烈宏8月14日在国新办举行的"高质量完成'十 四五'规划"系列主题新闻发布会上介绍，"十四五"时期我国数字基础设施实现长足发展。我国数字基础 设施在规模、技术等方面处于世界领先地位，截至2025年6月底，5G基站总数达到455万个，千兆宽带 用户达2.26亿户，算力总规模位居全球第二，有力带动经济社会发展。 中邮证券表示，以AppLovin、Palantir为代表的海外AI应用软件公司财报超预期，预示着AI商业化加 速。我们认为，近期海外算力侧需求持续提升，应用侧业绩逐步兑现，反映出AI商业化已取得阶段性 进展，建议关注国内AI+教育、医疗、金融等垂类方向及企业级AI agent落地。 计算机ETF（159998）跟踪中证计算机主题指数（930651.CSI）。该指数以中证全指为样本空间，选取 涉及信息技术服务、应用软件、系统软件、电脑硬 ...

天眼查App显示，近日，南京曦慈科技有限公司成立，法定代表人为陈慈影，注册资本5万人民币，经 营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；计算机软硬件 及辅助设备零售；计算机软硬件及外围设备制造；电子元器件与机电组件设备制造；电子元器件与机电 组件设备销售；机械电气设备制造；软件开发；办公设备销售；仪器仪表制造；电子产品销售；机械设 备研发；仪器仪表销售；机械电气设备销售；环保咨询服务；信息技术咨询服务；信息咨询服务（不含 许可类信息咨询服务）；技术推广服务；科技推广和应用服务；智能基础制造装备制造；智能基础制造 装备销售；工业控制计算机及系统制造；工业控制计算机及系统销售；普通机械设备安装服务（除依法 须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Financial Data and Key Metrics Changes - Revenue for Q2 2025 reached a record high of $151.6 million, representing an increase of approximately 11.3% year-over-year and a sequential growth of 2.8% [5] - Non-GAAP net income attributable to shareholders increased by 8.7% to $12.7 million, or $0.26 per fully diluted share, compared to $11.7 million, or $0.24 per fully diluted share in the same period last year [13] - Non-GAAP gross margin for Q2 2025 was 28.7%, down from 29.4% in Q2 2024, but improved sequentially from 28.5% [11] Business Line Data and Key Metrics Changes - Revenue from Israeli operations totaled $68.7 million, an increase of 18.8% compared to $57.8 million in the same period last year, accounting for 47% of overall quarterly revenue [10] - North American operations saw revenue increase by approximately 6.5% year-over-year, reaching $62.2 million [10] Market Data and Key Metrics Changes - In the U.S., revenue growth was approximately 9% year-over-year, driven by agreements executed in late 2024 and early 2025 [6] - The company is witnessing signs of improvement in the U.S. market, reinforcing positive momentum for continued growth [6] Company Strategy and Development Direction - The company is focused on leveraging its AI low code, no code cloud-based platform to meet the accelerating demand for automation and innovative software solutions [7] - A memorandum of understanding has been signed to negotiate a merger with Matrix, which is expected to create a more diversified and resilient global IT service provider [17][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to drive continued growth through sales of their product suite and high-value services, with a strong pipeline supporting sustained growth [16] - The company revised its full-year 2025 revenue guidance to a range of $600 million to $610 million, reflecting an anticipated annual growth rate of approximately 8.6% to 10.4% [17] Other Important Information - Cash flow from operating activities for the first half of 2025 was $21.2 million, down from $41.4 million in the same period of 2024, primarily due to increased investment in working capital [15] - The company declared a semiannual cash dividend of $0.296 per share, totaling approximately $14.5 million, reflecting about 75% of distributable profit for 2025 [14] Q&A Session Summary Question: Can you give us any color on customer behavior in the U.S.? - Management noted increased demand from major clients and signs of recovery in IT spending, contrasting with the previous year [20] Question: Can you talk about some of the drivers that are impacting margins? - Management indicated that margins were impacted by the timing of software license renewals and the revenue mix, with a significant increase in revenues from professional services [21][22] Question: How would you describe the progress of customers transitioning to cloud solutions? - Management observed more adoption of cloud solutions, with new customers jumping directly into the cloud and legacy customers starting to adopt cloud offerings [24] Question: Can you comment on the pipeline and types of deals being seen? - Management highlighted that cloud and AI projects are significant drivers, with hundreds of projects underway and a higher conversion rate than the industry standard [28]