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星环科技股价涨5.15%,国新国证基金旗下1只基金重仓,持有6000股浮盈赚取1.8万元
Xin Lang Cai Jing· 2025-09-18 03:14
Group 1 - The core viewpoint of the news is that Xinghuan Technology's stock has seen a significant increase, with a rise of 5.15% to 61.30 CNY per share, and a total market capitalization of 7.425 billion CNY [1] - Xinghuan Technology specializes in enterprise-level big data infrastructure software development, providing software and services throughout the data lifecycle, including integration, storage, governance, modeling, analysis, mining, and circulation [1] - The company's main revenue sources are software products and technical services (72.84%), solutions (22.37%), integrated hardware and software products and services (4.49%), and other business income (0.30%) [1] Group 2 - From the perspective of fund holdings, the Guoxin Guozheng Fund has a significant position in Xinghuan Technology, with the Guoxin Guozheng New Benefit A fund holding 6,000 shares, representing 1.47% of the fund's net value [2] - The Guoxin Guozheng New Benefit A fund has a total scale of 19.0233 million CNY and has achieved a year-to-date return of 9.66% [2] - The fund manager, Zhang Honglei, has been in position for 4 years and 13 days, with the best fund return during his tenure being 46.37% [3]
星环科技股价涨5.65%,嘉实基金旗下1只基金重仓,持有5000股浮盈赚取1.6万元
Xin Lang Cai Jing· 2025-09-16 02:22
嘉实润泽量化定期混合(005167)成立日期2018年1月19日,最新规模3006.84万。今年以来收益 14.9%,同类排名5054/8174;近一年收益29.66%,同类排名5240/7982;成立以来收益14.46%。 嘉实润泽量化定期混合(005167)基金经理为赖礼辉。 9月16日,星环科技涨5.65%,截至发稿,报59.86元/股,成交1.44亿元,换手率2.63%,总市值72.51亿 元。 资料显示,星环信息科技(上海)股份有限公司位于上海市徐汇区虹漕路88号3楼、B栋11楼,香港铜锣湾 勿地臣街1号时代广场2座31楼,成立日期2013年6月5日,上市日期2022年10月18日,公司主营业务涉及 公司是一家企业级大数据基础软件开发商,围绕数据的集成、存储、治理、建模、分析、挖掘和流通等 数据全生命周期提供基础软件及服务。主营业务收入构成为:软件产品与技术服务72.84%,解决方案 22.37%,软硬一体产品及服务4.49%,其他业务收入0.30%。 从基金十大重仓股角度 数据显示,嘉实基金旗下1只基金重仓星环科技。嘉实润泽量化定期混合(005167)二季度持有股数 5000股,与上期相比持股数量 ...
上海杀出超级独角兽:用AI改造大数据,全国第五
3 6 Ke· 2025-08-20 12:17
大数据与大模型结合,会擦出哪些火花? 最近,上海跑出一个超级独角兽:星环信息,向港交所发起IPO冲刺。2022年,星环科技已在科创板上市。 它的主攻方向是:大数据基础软件。 | 企业面临的问题 | 星环科技的解决方式 | | --- | --- | | 数据 "乱糟糟" 不好用 | 把数据 "捋顺",统一标准、去重纠错,让数据能被各部门顺畅共用 | | 数据大多处理不过来 | 平台像 "超级计算器 + 巨型仓库",能高效存储数据目快速计算结 果 | | 老数据库跟不上业务,换国产怕麻烦 | 数据库可直接替代国外产品,用法相近,还能支持业务快速扩张 | | 想搞 AI 但不知道从何下手 | 帮忙整理可用数据,提供工具让企业自主训练 AI 模型 | 星环科技主要解决几大痛点 按照2024年的数据,它是国内最大的纯AI基础设施软件提供商。同年,星环信入选了上海市重点服务已上市独角兽企业榜单。 通过其在AI方向的实践,我们可以总结大数据与AI的几大机会。 例如,用户可通过自然语言指令,构建数据处理流程,无需复杂编码。 2、用大模型增加检索功能。 例如,某金融机构利用 TKH 构建专属问答系统,通过自然语言即可检索历史 ...
30位Palantir“黑手党”成员,重塑美国未来轨迹已现
阿尔法工场研究院· 2025-03-18 15:06
Core Viewpoint - Palantir has cultivated a network of successful alumni who have founded various startups, creating a "Palantir Mafia" similar to the PayPal Mafia, with significant venture capital backing and a focus on diverse industries including defense technology, healthcare, and AI [2][5][4]. Group 1: Palantir's Alumni Network - The "Palantir Mafia" includes notable figures such as Garry Tan, Joe Lonsdale, and others who have established their own companies and investment funds [2][4]. - Alumni have raised over $6 billion in venture capital, with $3.8 billion directed towards Anduril, a defense tech startup founded by former Palantir employees [5][14]. Group 2: Notable Alumni and Their Startups - Garry Tan, a former chief engineer at Palantir, founded Initialized Capital and has invested in companies that collectively reached a market value of over $200 billion [9][10]. - Anduril, co-founded by Trae Stephens, Matt Grimm, and Brian Schimpf, focuses on advanced autonomous systems for military applications and has raised $3.8 billion [12][14]. - Joe Lonsdale, a co-founder of Palantir, established Addepar, a portfolio management software platform that has raised nearly $495 million [16][20]. - Cai Wangwilt founded Ironclad, a contract management software company, raising $333 million [21][22]. - Mati Staniszewski co-founded ElevenLabs, which has raised $281 million for developing AI-generated audio models [30][37]. Group 3: Investment and Growth - The startups founded by Palantir alumni have attracted investments from top venture capital firms such as a16z, Sequoia, and Accel, indicating strong market confidence [5][23]. - Many of these companies have experienced rapid growth, with some achieving significant valuations, such as Sourcegraph at $2.6 billion and Peregrine at $2.5 billion [46][44]. Group 4: Insights from Alumni - Alumni emphasize the importance of autonomy and responsibility in their roles at Palantir, which shaped their entrepreneurial approaches [36][100]. - The experience at Palantir is viewed as a unique training ground for understanding customer needs and building effective products [86][69].