来源：新浪证券-红岸工作室 资金分析 10月17日，数码视讯跌2.99%，成交额1.71亿元，换手率2.39%，总市值78.57亿元。 异动分析 网络安全+区块链+数字水印+互联网金融+知识产权保护 1、在传统DVB网络安全方面，公司的CAS/DCAS拥有最多的省级网络运营商案例、最高的国密认证等 级、最大的单系统承载案例，目前随着第一批部署CAS系统的老旧换代，CAS市场未来几年会逐步回 暖，市场趋于平稳。 2、2018年年报披露：数码科技在版权保护与新技术结合方面做了许多前沿探索,在通过对版权内容加 密、加水印技术保护同时，研究基于区块链的数字版权管理技术。此研究能够保证软件发行的授权,作 者对每一个自己著作权的版权控制则能够变得更加的严格。相较于传统模式而言,基于区块链的版权管 理技术有及时确权、点对点通信、归属权明晰的优点。 3、2022年3月4日公司互动回复：公司是通过ChinaDRMLAB安全评估的DRM产品方案商、第一家通过 ChinaDRMLAB安全评估的数字水印产品方案商。 4、公司表示，互联网金融是新业务的重中之重，P2P合作业务量增长较快，后期发展趋势很好；目前 合作方已经近400家，月 ...

今年以来信雅达已经11次登上龙虎榜，最近一次登上龙虎榜为7月11日，当日龙虎榜净买入-1210.13万 元；买入总计2.76亿元 ，占总成交额比10.73%；卖出总计2.88亿元 ，占总成交额比11.20%。 资料显示，信雅达科技股份有限公司位于浙江省杭州市滨江区江南大道3888号，成立日期1996年7月22 日，上市日期2002年11月1日，公司主营业务涉及软件技术开发及其咨询服务等。主营业务收入构成 为：IT行业99.30%，环保行业0.65%，其他业务收入0.05%。 信雅达所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：跨境支付、电子支付、金融 科技、互联金融、数字水印等。 截至6月30日，信雅达股东户数6.73万，较上期增加13.50%；人均流通股6797股，较上期减少11.89%。 2025年1月-6月，信雅达实现营业收入8.61亿元，同比增长11.24%；归母净利润-5263.50万元，同比增长 9.76%。 10月17日，信雅达盘中上涨2.02%，截至10:32，报16.64元/股，成交7783.58万元，换手率1.04%，总市 值77.60亿元。 分红方面，信雅达A股上市后 ...

10月17日，万达信息盘中上涨2.09%，截至10:30，报6.84元/股，成交5836.86万元，换手率0.60%，总市 值98.54亿元。 资金流向方面，主力资金净流入572.22万元，特大单买入695.34万元，占比11.91%，卖出0.00元，占比 0.00%；大单买入1059.62万元，占比18.15%，卖出1182.73万元，占比20.26%。 万达信息今年以来股价跌13.85%，近5个交易日跌0.73%，近20日跌9.64%，近60日跌12.20%。 资料显示，万达信息股份有限公司位于上海市联航路1518号,上海市北京西路968号33楼，成立日期1995 年11月9日，上市日期2011年1月25日，公司主营业务涉及以公共事务为核心的城市信息化领域的软件开 发和服务。主营业务收入构成为：软件开发收入47.86%，运营维护服务32.37%，集成收入19.74%，其 他(补充)0.03%。 机构持仓方面，截止2025年6月30日，万达信息十大流通股东中，香港中央结算有限公司位居第九大流 通股东，持股1242.38万股，相比上期增加189.12万股。 责任编辑：小浪快报 万达信息所属申万行业为：计算机- ...

从券商推荐家数来看，10月16日有20家上市公司得到券商推荐，其中海光信息获得4家推荐，小商品城获得3家推荐，九洲药业获得2家推荐。 | | | 10月16日券商推荐家数排名 | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 收盘价 (元) | 评级券商数量 | 行业 | | 688041 | 海光信息 | 233.01 | ব | 半导体 | | 600415 | 小商品城 | 19.92 | 3 | 一般零售 | | 603456 | 九洲药业 | 19.78 | 2 | 医疗服务 | | 300763 | 锦浪科技 | 79.76 | വ | 光伏设备 | | | | 日期: 10月16日,南财投研通×南财快讯制图 | | | 南财投研通数据显示，10月16日，券商给予上市公司目标价共11次，按最新收盘价计算，目标价涨幅排名居前的公司有海光信息、小商品城、九洲药业，目 标价涨幅分别为50.38%、40.56%、31.75%，分别属于半导体、一般零售、医疗服务行业。 | | | | 10月16日目标价涨幅排名 | | | | --- | --- | ...

Financial Data and Key Metrics Changes - IT services revenue for Q2 FY26 was $2.6 billion, with a sequential growth of 0.3% in constant currency and a year-on-year decline of 2.6% in constant currency [5][12] - Adjusted operating margin for the quarter was 17.2%, an improvement of 0.4% compared to the same period last year [5][12] - Operating margins contracted by 60 basis points quarter-on-quarter and 10 basis points year-on-year, impacted by a one-off charge due to a client bankruptcy [12][14] Business Line Data and Key Metrics Changes - Americas One grew 0.5% sequentially and 5% year-on-year, while Americas Two declined 2% sequentially and 5% year-on-year [12] - Europe returned to sequential growth of 1.4% but declined 10.2% year-on-year, driven by BFSI [12][13] - Appmea grew 3.1% sequentially and 2.6% year-on-year, with CapCo showing a year-on-year growth of 3.2% [12][14] - BFSI grew 2.2% sequentially but declined 4% year-on-year, while healthcare declined 0.2% sequentially but grew 3.9% year-on-year [13][14] Market Data and Key Metrics Changes - Strong performance in healthcare, technology, and communication sectors in the Americas [5][7] - Tariff uncertainties are impacting consumer, energy, and manufacturing sectors, leading to reevaluation of supply chains [7] - The healthcare sector is undergoing structural changes, with Wipro actively supporting clients through this transition [7][75] Company Strategy and Development Direction - Focus on AI-powered transformations and consulting-led programs, with a strong emphasis on vendor consolidation [8][10] - Introduction of Wipro Intelligence, a unified suite of AI-powered platforms and solutions aimed at enhancing client productivity and efficiency [9][10] - Strategic partnerships, such as with a leading UK financial company and a European distribution firm, to modernize operations and drive growth [8][9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in future growth despite current challenges, with expectations for sequential IT services revenue growth of -0.5% to +1.5% in Q3 [11][15] - The company is focused on converting a strong backlog into revenue while maintaining operational discipline [11][15] - Management acknowledged the impact of large deal ramp-ups on margins, with a commitment to maintain margins in a narrow band [22][30] Other Important Information - The acquisition of Harman Digital Transformation Solutions is expected to close in the upcoming quarter, which is not factored into current revenue guidance [15] - Net income and EPS grew 1% year-on-year, with operating cash flows at 104% of net income for Q2 [14] Q&A Session Summary Question: Thoughts on deal to revenue conversion and future growth - Management indicated that large deal wins in BFSI are expected to ramp up in Q3, contributing to future growth [18][19] Question: Outlook on margins - Margins are expected to remain in a narrow band of 17% to 17.5%, with ongoing investments impacting margins [20][30] Question: Growth outlook despite strong deal wins - Management acknowledged the positive momentum from large deal wins but emphasized the need to convert these into revenue [27][28] Question: Client-specific challenges in Europe - Management confirmed that previous client-specific issues are behind them, and they expect growth to continue in Europe [52] Question: Impact of bankruptcy on revenue - No impact on Q2 revenue was reported, with provisions made for bad debts [85]

Wipro (NYSE:WIT) Q2 2026 Earnings Call October 16, 2025 09:30 AM ET Company ParticipantsAparna Iyer - CFOAbhishek Jain - VP, Corporate Treasurer, and Head of Investor RelationsSaurabh Govil - President & Chief Human Resources OfficerHari Shetty - Chief Strategist OfficerSrinivas Pallia - CEO and MDConference Call ParticipantsGirish Pai - AnalystSudheer Guntupalli - AnalystVibhor Singhal - AnalystSandeep Shah - AnalystAbhishek Kumar - AnalystRavi Menon - AnalystDipesh Mehta - AnalystKumar Rakesh - AnalystNit ...

证券之星消息，10月16日IT服务板块较上一交易日下跌0.92%，路桥信息领跌。当日上证指数报收于 3916.23，上涨0.1%。深证成指报收于13086.41，下跌0.25%。IT服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688228 | 开普云 | 211.00 | 11.76% | 6.12万 | 12.48亿 | | 000158 | 常山北明 | 24.57 | 9.98% | 153.65万 | 36.25亿 | | 300448 | 浩云科技 | 7.63 | 8.07% | 91.80万 | 6.88 亿 | | 300846 | 首都在线 | 23.42 | 5.16% | 56.17万 | 13.14亿 | | 300339 | 润和软件 | 61.01 | 4.86% | 79.99万 | 47.49亿 | | 688316 | 育云科技 | 64.60 | 3.93% | 2.53万 | 1.60亿 | | 920806 | 云星宇 | 1 ...

Core Points - The stock price of Hongsoft Technology has increased by 33.92% year-to-date but has seen a decline of 18.34% in the last five trading days and 14.76% in the last twenty days [2] - The company specializes in visual artificial intelligence technology, providing solutions for smart devices including smartphones, smart cars, and IoT [2] - As of June 30, 2025, Hongsoft Technology reported a revenue of 410 million yuan, a year-on-year increase of 7.73%, and a net profit of 88.54 million yuan, up 44.06% year-on-year [2] Financial Performance - The company has a total market capitalization of 20.464 billion yuan, with a stock price of 51.01 yuan per share as of October 16 [1] - The company has distributed a total of 613 million yuan in dividends since its A-share listing, with 387 million yuan distributed in the last three years [3] - The number of shareholders decreased by 8.42% to 20,100 as of June 30, 2025, while the average circulating shares per person increased by 9.20% to 19,938 shares [2] Shareholder Information - The seventh largest circulating shareholder is Taixin Small and Medium Cap Selected Mixed Fund, holding 3.83 million shares, an increase of 170,000 shares from the previous period [3] - The tenth largest circulating shareholder is Golden Eagle Technology Innovation Stock A, which is a new entrant holding 2.77 million shares [3] - Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3]

Infosys Limited (NYSE:INFY) Earnings Preview: Growth Amid ChallengesInfosys Limited (NYSE:INFY) is a prominent player in the global IT services sector, known for its innovative solutions and strategic partnerships. As the company prepares to release its quarterly earnings on October 16, 2025, analysts have set expectations for an earnings per share (EPS) of $0.20. This marks a 5.3% increase from the same period last year, reflecting the company's steady growth.Revenue for the quarter is projected to be appr ...

证券之星消息，10月15日IT服务板块较上一交易日上涨1.29%，ST迪威迅领涨。当日上证指数报收于 3912.21，上涨1.22%。深证成指报收于13118.75，上涨1.73%。IT服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300167 | ST迪威迅 | 6.18 | 20.00% | 19.21万 | | 1.10亿 | | 002474 | 榕墓软件 | 8.07 | 9.95% | 81.02万 | | 6.29亿 | | 300150 | 世纪瑞尔 | 5.84 | 5.80% | 38.82万 | | 2.23亿 | | 002331 | 皖通科技 | 8.42 | 5.25% | 26.25万 | | 2.18亿 | | 920953 | 国子软件 | 39.70 | 5.14% | 7.10万 | | 2.80亿 | | 300448 | 浩云科技 | 7.06 | 4.75% | 28.57万 | | 1.98亿 | | 30 ...