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太保科技与百度智能云达成战略合作
Zheng Quan Shi Bao Wang· 2025-10-24 09:09
人民财讯10月24日电,记者获悉,近日在武汉举办的"人工智能+"生态联创大会上,太保科技与百度智 能云与签署"AI+生态联创"战略合作协议,双方将共建生成式AI保险应用联合实验室,在算力运营、领 域大模型、知识管理、视觉多模态、语音多模态等领域开展协同攻关,致力实现保险AI核心能力的自 主可控。 转自:证券时报 ...
东方国信(300166.SZ):视拓云目前的主营业务不涉及算力芯片的研发或生产
Ge Long Hui· 2025-10-24 07:07
格隆汇10月24日丨东方国信(300166.SZ)在互动平台表示,视拓云目前的主营业务不涉及算力芯片的研 发或生产。公司的核心定位是算力服务提供商。在算力基础设施层面,公司通过采购包括英伟达4090、 5090在内的各类GPU卡,构建了大规模、高效率的算力资源池。同时,为构建开放、多元的算力生态, 公司平台也已实现对华为昇腾、摩尔线程等主流国产AI加速芯片的兼容与支持,能够根据客户需求提 供包含国产算力的综合解决方案。 公司致力于通过领先的算力调度平台、成熟的云服务技术及丰富的 行业应用经验,将底层芯片能力高效转化为客户可便捷使用的普惠算力服务。目前,该业务模式已得到 市场广泛认可,服务了众多高校、科研院所及企业客户。公司将持续关注产业链上下游的技术发展,致 力于为国内算力生态的繁荣与自主可控贡献力量。 ...
SS&C(SSNC) - 2025 Q3 - Earnings Call Presentation
2025-10-23 21:00
SS&C Technologies (NASDAQ:SSNC) Q3 2025 Earnings Results Q3 2025 HIGHLIGHTS © SS&C Technologies, Inc. 3 • Q3 2025 GAAP Revenue growth and Adjusted Revenue growth were 7.0 percent. • Q3 Adjusted Organic Revenue Growth was 5.2 percent, Financial Services Recurring Revenue Growth was 6.7 percent. • Net cash generated from operating activities of $1,101.3 million for the nine months ended September 30, 2025, up 22.1 percent compared to the same period in 2024. • Returned $305.9 million to shareholders in Q3 202 ...
Why Top Analyst Still Says Buy IBM, Even As Its Cloud Business Slows
Benzinga· 2025-10-23 17:19
Core Insights - IBM exceeded third-quarter expectations, driven by strong performance in its Infrastructure and Automation divisions, which offset a slowdown in key software segments like Red Hat [1][3]. Financial Performance - IBM raised its full-year financial guidance, indicating confidence in overcoming weaker-than-expected results from its cloud software business [2]. - The company reported a clean third-quarter, beating both revenue and earnings per share estimates, although performance across business segments was mixed [3]. - IBM's overall 2025 guidance was raised, projecting total revenue growth of more than 5%, an expansion in profit margins, and approximately $14 billion in free cash flow [4]. Segment Analysis - Stronger-than-expected results in the Automation and Infrastructure divisions helped offset weaker performance in Red Hat (Hybrid Cloud) and Transaction Processing software [3]. - The Consulting division's performance was better than expected, with a growing AI book of business anticipated to drive future growth for both the Consulting and Software segments [4]. Market Reaction - IBM shares are under downward pressure, trading lower by 1.17% to $284.16 at publication [5]. - BofA Securities analyst Wamsi Mohan maintained a Buy rating on IBM and increased the price target from $310 to $315 [2].
International Business Machines Corporation's (IBM) Market Performance and Analyst Ratings
Financial Modeling Prep· 2025-10-23 17:02
Core Viewpoint - IBM reported strong earnings but faced a significant stock decline due to concerns over slowing growth in its software segment, particularly in cloud services [2][3][5] Financial Performance - IBM's adjusted earnings per share were $2.65, exceeding the consensus estimate of $2.45 [2][5] - Revenue reached $16.33 billion, surpassing the anticipated $16.09 billion [2][5] Stock Performance - IBM's stock experienced a 7% decline in after-hours trading following the earnings report [2][5] - The stock price fluctuated, with a recent increase of 1.94% to $287.51, having a low of $281.35 and a high of $289.13 on the same day [4] - Over the past year, IBM's stock ranged from a high of $301.04 to a low of $203.51, with a current market capitalization of approximately $267.8 billion [4] Analyst Ratings - UBS maintained a "Sell" rating for IBM and adjusted its price target to $210 from $200 [1][5]
Palantir partners with Lumen to speed up businesses AI deployment
Proactiveinvestors NA· 2025-10-23 15:55
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The news team covers key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [2][3] Group 2 - The team delivers news and insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]
Wolters Kluwer Ranks First in Dresner 2025 Wisdom of Crowds® Financial Consolidation, Close Management and Financial Reporting Market Study
Businesswire· 2025-10-23 13:30
NEW YORK--(BUSINESS WIRE)--Wolters Kluwer, a global leader in professional information, software solutions and services, today announced that its CCH® Tagetik Intelligent Platform has achieved the top position in the Dresner Advisory Services 2025 Wisdom of Crowds® Financial Consolidation, Close Management and Financial Reporting (FCCR) Market Study. This marks the second straight year that Wolters Kluwer has earned the study's number one ranking. Access the Dresner Advisory Services 2025 Wisdo. ...
Roper(ROP) - 2025 Q3 - Earnings Call Transcript
2025-10-23 13:02
Roper (NasdaqGS:ROP) Q3 2025 Earnings Call October 23, 2025 08:00 AM ET Company ParticipantsBrad Reback - Managing DirectorJoshua Tilton - SVP of Equity ResearchJason Conley - EVP and CFOZach Moxcey - VP of Investor RelationsTerry Tillman - Managing DirectorJulian Mitchell - Managing DirectorFaith Brunner - Equity Research Senior AssociateJoe Giordano - Managing DirectorNeil Hunn - President and CEODeane Dray - Managing DirectorConference Call ParticipantsGeorge Kurosawa - Equity Research AnalystBrent Thill ...
拓维信息:部分募集资金投资项目延期
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-23 11:57
南财智讯10月23日电,拓维信息公告,公司决定将行业智慧云解决方案研发项目、基石研究院建设项 目、销售及服务体系建设项目、基于鸿蒙的行业发行版研发项目延期至2026年12月31日至2027年12月31 日。原计划完成时间为2025年12月31日。延期主要因社会经济、宏观环境等客观因素影响,导致公司在 设备采购、人员投入等方面受到制约。同时,公司战略调整为'AIX鸿蒙',采取谨慎原则、小步快跑的 方式减缓项目实施。本次延期不会对募投项目的实施造成实质性影响,不会对公司的正常经营产生重大 不利影响,符合公司长期发展规划。公司将密切关注市场环境变化,合理规划项目建设进度,优化资源 配置,加强对募集资金使用的监督管理,确保项目按新计划顺利实施。 ...
拓维信息:部分募投项目延期 延期原因包括公司战略调整为“AI×鸿蒙”等
Xin Lang Cai Jing· 2025-10-23 11:50
拓维信息(002261.SZ)公告称,公司决定对部分募投项目延期,其中行业智慧云解决方案研发项目、基 石研究院建设项目延期至2027年12月31日,销售及服务体系建设项目、基于鸿蒙的行业发行版研发项目 延期至2026年12月31日。延期原因包括AI技术变革、公司战略调整为"AI×鸿蒙"以及采用谨慎原则、小 步快跑方式实施项目。同时公司采用了现有资源利用以及云资源租赁方式,减缓了自建算力中心项目的 节奏。公司将根据实际实施进度分阶段投入尚未使用的募集资金。 ...