Group 1 - The software ETF (515230) rose over 2.3% driven by technological breakthroughs and a recovery in demand within the industry [1] - The computer and software development industry is experiencing rapid growth, particularly in the GPU chip sector [1] - Tianzu Zhixin has developed two major GPU series: Tianpai (training) and Zhikai (inference), with products achieving small-scale batch sales; the average price for Tianpai series is between 30,000 to 40,000 yuan per chip, while Zhikai is around 10,000 yuan per chip [1] Group 2 - Wallen Technology focuses on self-developed GPGPU chips and intelligent computing solutions, with orders expected to exceed 1.2 billion yuan by 2025; the next-generation BR20X chip is anticipated to be commercialized in 2026 [1] - In the large model sector, Zhipu (ToB) and MiniMax (ToC) are undergoing Hong Kong Stock Exchange hearings, representing different business models; Zhipu, backed by Tsinghua University, offers a full range of self-developed base models with a gross margin of 59.1%, while MiniMax emphasizes efficient architecture and product commercialization, with 73.1% of its revenue coming from overseas [1] - AI server manufacturer Inspur Information has launched an open architecture super node product that supports multi-chip collaboration, catering to the training needs of large models [1] Group 3 - The software ETF (515230) tracks the software index (H30202), which selects listed companies involved in operating systems, application software development, and cloud computing services to reflect the overall performance of the software and related services industry [2] - This index focuses on technological innovation and information technology, effectively capturing market dynamics and development trends within the software industry [2]

Strategy's mNAV premium falls, $17.4B loss, and yield focus test its Bitcoin leverage in 2026. Photo by BeInCrypto MicroStrategy (now Strategy) is in its most consequential phase since adopting Bitcoin as its primary treasury asset. The company’s mNAV (microstrategic net asset value) premium has fallen to 1.04x, effectively erasing the valuation buffer that once powered its dramatic outperformance versus Bitcoin itself. The shift marks a regime change, with Strategy’s future no longer hinging primarily o ...

Core Viewpoint - Edge Total Intelligence Inc. has successfully completed the acquisition of technology assets from Austal Limited, enhancing its capabilities in aviation and marine applications [1][2]. Group 1: Acquisition Details - The acquisition includes a 100% interest in various software products, including a planning software for aviation, a branched LUSI solution, and an enterprise asset management software suite focused on marine applications [1]. - The company issued 6,075,459 subordinate voting shares to Austal as part of the transaction, representing 9.9% of the issued and outstanding shares at a deemed price of C$1.00 per share [2]. Group 2: Rights and Obligations - Austal has been granted a right of first refusal to partner with the company in utilizing the acquired assets in specific global markets, including Australia, the United States, and several other countries [3]. - Austal has the right to nominate one individual for election to the company's board of directors, which will remain until Austal's shareholding falls below 5% for more than 20 consecutive days [3]. Group 3: Transition and Conditions - Key personnel from Austal will transition to the company to ensure continuity of service for Austal's programs and customers [4]. - If the company does not complete an uplisting transaction to NASDAQ or NYSE within 12 months, or if certain conditions are not met, all rights to the acquired assets will revert back to Austal [4]. Group 4: Company Background - Austal is recognized as a global leader in shipbuilding and defense contracting, having built over 300 vessels for more than 100 operators in 54 countries [6]. - Edge Total Intelligence Inc. specializes in real-time digital operations and decision intelligence solutions, aiming to provide clarity and agility in business operations [7].

Kirill Stytsenko/iStock via Getty Images Fourth Quarter 2025 Performance Recap (As of December 29, 2025) Client portfolios have produced double digit gains in 2025 for the third year in a row and in line with benchmark returns for most clients. Looking back on 2025, we see a year characterized by resilience from corporations and consumers amidst a weakening labor market, inflation, and a volatile business and political environment. Although it was not a smooth ride, many companies executed exceptionally ...

Osmos首席执行官基拉特·潘迪亚(Kirat Pandya)表示，其产品是原生构建于微软 Fabric 平台，所以此次收 购交易对于现有客户而言推进过程十分顺畅。 目前，此次收购的具体财务细节尚未对外披露。不过可以明确的是，Osmos将被全面整合进微软Fabric 平台。微软Fabric作为一款由人工智能驱动的云分析平台，能够将数据集成、数据工程、数据仓库以及 数据科学等多项功能，高度集成于一个统一的平台之中。 潘迪亚表示："把 Osmos 的技术与团队引入微软，我们迎来了加速推进一直着力构建项目的绝佳契机。 如此一来，这些项目能够直接在客户现有的数据平台运营环境中，交付给更为广泛的受众群体。" 微软公司负责 Azure 数据分析的副总裁博格丹·克里瓦特(Bogdan Crivat)表示："收购 Osmos，标志着我 们朝着一个全新未来又迈进了一步。在这个未来里，自主人工智能代理将与人类携手共事，它们不仅能 助力企业降低运营成本，还能让客户更便捷地在组织内部实现数据的连接、准备、分析以及共享。" 智通财经APP获悉，当地时间1月5日，微软(MSFT.US)宣布已完成对Osmos的收购。Osmos是一款专注 ...

KeyBanc分析指出："谷歌(GOOGL.US)、Meta(META.US)以及OpenAI等企业正在大力开发内容生成模 型，这些模型所覆盖的应用场景，要么是上述公司当前已占据的市场领域，要么(以OpenAI为例)是其未 来有望布局的赛道。我们认为，面对来自科技巨头与新兴企业的双线竞争，再加上Figma(FIG.US)、 Canva等传统竞争对手的夹击，2026年Adobe仍难以借助AI业务实现基本面的实质性改善。" 智通财经APP获悉，杰富瑞发表研报，将Adobe(ADBE.US)评级从"买入"下调至"持有"，理由是该机构 尚未观察到人工智能(AI)业务为公司带来任何显著的增长动力。 截至周一收盘，这家创意软件巨头的股价在过去一年中累计跌幅已超20%。 以Brent Thill为首的杰富瑞分析师团队在一份投资者报告中指出："自2023年初推出Firefly生成式AI工具 以来，Adobe在AI功能开发方面已取得重大进展。第三财季，其生成式AI服务的信用额度使用量环比增 长2倍，AI驱动的年度经常性收入(ARR)占公司整体业务的比重已超三分之一。" Thill进一步补充道："尽管重度AI用户需订阅付费计划， ...

智通财经APP获悉，银河证券发布研报称，12月人工智能板块维持震荡走势，小幅微跌，成交量萎缩， 12月受到国内外多重因素影响，市场整体呈现出一定分歧，以短期内题材交易机会为主导，该行认为市 场目前对日本央行加息、美联储降息预期已经充分演绎，当前仍然在政策、业绩披露空窗期，资金仍然 相对集中在业绩有望持续兑现的AI硬件如光模块、PCB等领域，科技板块内部呈现分化结构，当然该行 也看到部分AI应用公司三季报业绩出现边际好转，当前节点该行仍然建议左侧布局人工智能板块中有 业绩支撑细分领域及龙头公司。 银河证券主要观点如下： 英伟达H200获批对华销售，国产算力产业链迎变局时刻 美国当地时间12月8日,特朗普表示将允许英伟达向中国"获批客户"出售H200芯片，销售收入的25%将上 缴美国政府。该行认为，短期来看国产算力芯片将受到一定冲击，当然具体各个大厂能拿到多少配额仍 然是个未知数，采购一定数量的H200有助于国产大模型提升训练环节效率。长期来看，对国产算力芯 片冲击有限甚至倒逼国产算力芯片加速突破，该行仍然坚定看好国产算力产业链，长期逻辑将是训练端 暂缓替代节奏但不改自主可控路线，通过短期配套H200加速国产大模 ...

22款APP及SDK存在侵害用户权益行为 被工信部通报 中新网1月6日电 据"工信微报"微信公众号消息，工业和信息化部信息通信管理局6日发布《关于侵害用 户权益行为的APP(SDK)通报》。 通报中提到，工业和信息化部高度重视用户权益保护工作，依据《个人信息保护法》《网络安全法》 《电信条例》《电信和互联网用户个人信息保护规定》等法律法规，持续整治APP侵害用户权益的违规 行为。近期，工业和信息化部组织第三方检测机构进行抽查，共发现22款APP及SDK存在侵害用户权益 行为，现予以通报。 来源：中国新闻网 编辑：王永乐 广告等商务合作，请点击这里 | 序号 | 应用名称 | 应用开发者 | 应用来源 | 应用版本 | 所涉问题 | | --- | --- | --- | --- | --- | --- | | 1 | 妹聊 | 北京织星科技有 | 荣耀应用 | 3.1.3 | 违规收集个人信息 超范围收集个人信息 | | | | 限公司 | 市场 | | | | | | | | | 违规使用个人信息 | | 2 | Sinzar | 海南芯智海科技 | | | 违规收集个人信息 | | | | 有限公司 | ...

投行Piper Sandler发布了对安全与基础设施软件股的2026年展望。以罗伯.欧文斯为首的分析师表 示："2025年被证明是我们所覆盖的相关股票艰难的一年，个股平均表现负面，仅有四只股票表现优于 纳斯达克指数(为五年多来最少)。我们对2026年行情改善持谨慎乐观态度，许多股票在进入新年时估值 水平颇具吸引力，为成为长期的生成式人工智能(GenAI)赢家奠定了良好基础，尽管软件层面的货币化 尚未大规模发生。" 对于2026年的安全与基础设施软件股，Piper Sandler的首选股包括：Palo Alto Networks(PANW.US)、 Atlassian(TEAM.US)、Check Point Software Technologies(CHKP.US)、Netskope(NTSK.US)和 ServiceNow(NOW.US)。该行还将Varonis Systems(VRNS.US)的评级上调至"增持"，同时将 SentinelOne(S.US)的评级下调至"中性"。 2026年首选股 Piper Sandler分析师认为，鉴于软件整体需求环境预计将相对稳定，而"不祥的GenAI颠覆性叙事"尚 ...

Shares of Palantir Technologies Inc. (NASDAQ:PLTR) rallied 3.68% on Monday, as speculations continued to swirl regarding the company’s possible role in the U.S. operation that led to the capture of Venezuelan President Nicolás Maduro over the weekend.Did Palantir Aid ‘Seamless’ US Operation In Venezuela?On Monday, in a post on X, The Kobeissi Letter asked, “Was Palantir Involved?” while pointing to the stock’s 5% overnight rally, which it attributed to the “initial reaction to this weekend's events in Venez ...