Core Viewpoint - Wedbush maintains an "outperform" rating for Palantir Technologies (PLTR.US) and raises the target price from $140 to $160, citing the company's strong performance in its artificial intelligence strategy as a key driver for future stock price increases [1] Group 1: Company Performance and Strategy - Analysts believe Palantir is poised to become a major player in the artificial intelligence sector, potentially becoming the next Oracle, despite its current high valuation [1] - The company is recognized as one of the top picks in the "IVES AI 30" list, with its transformative AI strategy becoming a critical platform for businesses transitioning to AI applications [1] - There is a growing demand from both new and existing clients in commercial and federal sectors for Palantir's technology, as organizations seek to enhance efficiency through AI [1] Group 2: Revenue Potential and Market Position - Analysts assert that Wall Street has underestimated the potential revenue stream of over $1 billion from Palantir's AI platform in the U.S. commercial sector in the coming years [2] - The Trump administration has provided favorable conditions for Palantir, as the U.S. government accelerates its initiatives in artificial intelligence, which remains a strategic focus at the federal level [2] - Recent agreements within NATO are seen as an additional boost for Palantir, positioning the company to benefit from significant investments in AI by North American and European governments [2] Group 3: Growth Environment - Palantir is well-prepared to navigate a "new stringent spending environment," with its global presence, including in the Middle East, becoming a strong driver for growth as AI applications become more widespread [3]

Core Viewpoint - The Global Finance Forum held in Beijing focuses on the theme "Towards a Digital Intelligence Era: China and the Global Economy," highlighting the importance of digital transformation in the financial sector [1]. Group 1: Digital Transformation at Beijing Bank - Beijing Bank has undergone a three-year digital transformation, establishing a unified financial operating system and a unified data foundation to address issues like system silos and data isolation, which are crucial for AI development [3]. - The unified financial operating system enables trusted data sharing and resource allocation, facilitating rapid business application deployment and overcoming communication barriers between systems [3]. - The unified data foundation supports enterprise-level data applications and ensures end-to-end lifecycle management, addressing problems of data centralization and uniformity necessary for AI development [3]. Group 2: AI Development and Resource Management - Beijing Bank has centralized its AI computing resources through a corporate-level AI platform, enhancing operational efficiency and data analysis capabilities while reducing overall costs of intelligent computing hardware [4]. - The bank emphasizes the importance of managing AI technology risks, including issues related to model hallucinations and knowledge base quality, and suggests measures like manual verification and quality checks for uploaded data [5]. Group 3: Compliance and Ethical Considerations in AI - The bank stresses the need for a strong awareness of data security and compliance with laws and regulations as AI applications involve vast amounts of data [5]. - It advocates for a balanced approach to AI development that prioritizes legal compliance while fostering innovation, ensuring that AI applications are fair, transparent, and do not produce discriminatory or illegal outputs [6].

Core Viewpoint - Palantir Technologies has emerged as a significant player in the artificial intelligence sector, with discussions around its long-term potential and revenue projections [1] Group 1: Company Overview - Palantir Technologies is recognized as one of the most powerful platforms in artificial intelligence [1] - The stock has experienced a substantial increase, raising questions about whether the growth potential is exhausted or just beginning [1] Group 2: Investor Sentiment - Some investors are optimistic about Palantir's future, believing that the company is just getting started in its growth trajectory [1] - Conversely, there are investors who advise caution regarding the stock's current valuation and future performance [1]

作 者 | Robin Hannoun, CFA 编译 | 华尔街大事件 Palantir（NASDAQ ： PLTR ） 站在国家安全、人工智能和尖端数据分析的前沿，这三者构成 了迅速重塑全球经济的强大力量。虽然其引人入胜的叙事常常吸引投资者的注意力，但其投资价 值 不仅仅在于叙事本身；该公司拥有强劲的基本面、丰富的流动性选择，可用于降低风险和提高 回报，并拥有能够在当前不明朗的宏观经济环境中游刃有余的优秀高管。此外，在政府合作不断 深化、局势日益动荡、人工智能应用加速以及技术大幅回调的背景下，Palantir现在为偏多头的 投资者提供了一个颇具吸引力的风险调整后投资机会。 Palantir 与美国国防、情报和盟国政府机构日益增长的关系，使其成为一家关键任务软件提供 商，具有独特的优势。值得注意的是，该公司继续获得重要的多年期合同，这扩大了收入可见 性，并最终增强了其经济护城河。据 雅虎财经 报道，该公司最近获得了美国国防部 7.95 亿美元 的合同，用于提供支持 AI 的作战指挥和深入的战场分析。值得注意的是，政府合同往往期限较 长，并提供粘性强、利润率高的收入来源。 在日益紧张的环境下，国防业务本身就至 ...

财富趋势本次发行募集资金总额为179,052.47万元，募集资金净额为171,392.63万元。 中国经济网北京7月4日讯 财富趋势(688318.SH)昨晚发布实际控制人兼董事长减持股份计划公告，因自 身资金需要，公司控股股东、实际控制人、董事长、总经理、核心技术人员黄山计划通过集中竞价交易 与大宗交易相结合的方式减持其所持有的公司股份，减持数量不超过7,683,400股，即不超过公司总股本 的3%，自公告披露日起15个交易日后的3个月内实施。 截至公告披露之日，黄山持有公司股份174,753,478股，占公司总股本的68.23%。上述股份来源于公司 首次公开发行前持有的股份以及公司转增股份，黄山持有公司首次公开发行前的股份及转增股份合计 63,685,670股已于2023年4月27日解除限售并上市流通。 财富趋势表示，本次减持计划是公司控股股东、实际控制人、董事长、总经理、核心技术人员黄山根据 自身资金需要进行的减持，不会对公司治理结构及持续经营情况产生重大影响。 财富趋势于2020年4月27日在上交所科创板上市，本次公开发行新股1,667.00万股，全部为新股发行，发 行价格为107.41元/股。财富趋 ...

2025 年 06 月 30 日 保险行业高速增长，算力领域打造新成长极 —新致软件（688590.SH）公司动态研究报告 买入(维持) 投资要点 分析师：任春阳 S1050521110006 rency@cfsc.com.cn ▌全面布局数据及智算中心建设，打造第二成长极 公司 IT 产品销售及增值服务以数据及智算中心为场景，为用 户提供建云、上云及管云一体化方案，包括网络平台、系统 平台、存储平台、算力平台等。2024 年该业务实现收入 1.07 亿元，客户主要包括金融、政务、科研院所等。公司还联合 合作伙伴华为、海光，基于华为昇腾系列芯片及海光深算系 列芯片推出 AI 一体机产品，结合自研新致新知 98B 大模型、 新致新知人工智能平台等。依托国内算力基建扩容契机，公 司前瞻性切入智能算力布局赛道，成功落地多个标杆算力集 群项目。 | 基本数据 | 2 0 2 5-0 6-2 7 | | --- | --- | | 当前股价（元） | 20.31 | | 总市值（亿元） | 53 | | 总股本（百万股） | 263 | | 流通股本（百万股） | 263 | | 52 周价格范围（元） | 9.71- ...

Core Viewpoint - Shanghai New Touch Software Co., Ltd. maintains a stable long-term credit rating of A, with its convertible bonds also rated A, reflecting its competitive advantages in the software service industry and a strong repayment capability for its bonds [1][3][4]. Company Overview - The company has accumulated extensive industry experience and a stable client base, particularly in the insurance, banking, telecommunications, and automotive sectors, with 73 out of 90 life insurance companies and 47 out of 80 property insurance companies as clients [4][20]. - As of March 2025, the company has a total asset of 32.11 billion yuan and owner’s equity of 16.34 billion yuan [11][12]. Financial Performance - In 2024, the company achieved a total revenue of 19.95 billion yuan, representing an 18.57% year-on-year increase, driven by rapid growth in IT services related to AI agents [6][11]. - However, the profit level significantly declined, with total profit dropping to 0.06 billion yuan, a 91.73% decrease compared to the previous year, due to increased sales and R&D expenses [7][11]. Debt and Financing - The company’s total debt increased by 49.13% year-on-year to 11.63 billion yuan in 2024, but the overall debt burden remains manageable [8][11]. - The company plans to issue up to 31.25 million shares to enhance capital strength and liquidity, with a total fundraising target of no more than 300 million yuan [7][11]. Technology and Innovation - The company has developed core technologies in big data, artificial intelligence, mobile internet, and cloud computing, with a focus on AI products and solutions [4][20]. - In 2024, the company invested 177 million yuan in R&D, accounting for 8.85% of its revenue, and submitted 101 patent applications [6][20]. Industry Context - The software industry in China is experiencing steady growth, with software product revenue increasing by 6.6% in 2024, while IT service revenue grew by 11.0% [15][16]. - The banking and insurance sectors are expected to continue investing in financial technology, driven by the integration of new technologies and regulatory support [18][19].

此举也呼应了日本企业集团面临的监管压力——监管机构正敦促企业精简架构。今年2月，东京证券交 易所特别警示存在母子公司上市结构的企业，要求其更好保护中小股东权益，进一步推进其长期以来缩 减此类架构的行动。 此后，NEC集团已完成对旗下NEC网络与系统集成公司的收购，而此前丰田汽车董事长丰田章男(Akio Toyoda)也计划收购丰田工业。这些动向引发市场猜测将有更多日本企业效仿。值得注意的是，NTT曾 于2020年收购旗下现金牛业务——无线运营商NTT Docomo。 作为全球最大的数据中心运营商之一，NTT数据的收购将使人工智能成为NTT集团的核心业务，助力其 各业务单元拓展全球市场。目前日本政府持有NTT约三分之一的股份，在东京正推动企业开发本土人工 智能平台以抗衡OpenAI和中国DeepSeek等国际竞争对手的背景下，NTT正与KDDI和软银集团在蓬勃发 展的AI领域展开竞争。 日本电报电话公司(NTT)宣布，已获得足够的收购要约，将对NTT数据集团(NTT Data Group Corp.)实施 收购。这笔价值2.37万亿日元(约合163亿美元)的交易预计将强化其人工智能战略布局，并简化集团公司 架构 ...

亮点1 特斯拉（Te sla Bot）机器人 技术深度揭秘 特斯拉（Tesla）携人形机器人 （Tesla Bot） 惊艳亮相！现场将揭秘 Tesla Bot 关节模组核心技术，观众可 近距离感受 Tesla Bot 的科技魅力。 亮点2 头部企业矩阵，引领技术革命 本届展不仅吸引了 以特斯拉、宇树为代表的行业顶尖企业参展，还吸引了云深处、强脑、群核等杭州六小龙 企业亮相 ，以及阿里云、卓益得、清宝、卧龙集团、海创人形机器人创新中心等近300家知名企业携前沿技 术与创新产品，集中展示了仿生驱动、具身智能、脑机接口等先进技术与机器人上下游产业链等，预计将吸引 6万人次 专业观众亲临现场参观。 为促进人形机器人学术界与产业界的深度交流与合作，推动人形机器人技术的突破与产业化进程，经商务部批 准 ， 由浙江省机器人产业发展协会主办，高登会展集团承办，机器人大讲堂协办 的 2025杭州国际人形机器 人与机器人技术展览会 将于 6月20日-22日在杭州大会 展中心8 号馆举办 。 本次展会打造"论坛+展览+体验+比赛"为一体的一站式交流互动平台，汇聚200余家全球顶尖机器人企业，规 划了近1.5万㎡展览空间，预计吸引2 ...

每经记者｜程雅 每经编辑｜张海妮 6月5日晚间，海泰发展（SH600082，股价4.00元，市值25.84亿元）发布了关于筹划重大资产重组的提 示性公告。 海泰发展表示，本次交易如能顺利完成，公司将取得标的公司的控制权，公司业务将向新质生产力方向 拓展，形成第二增长曲线，有助于提升公司的经营规模和业绩，增强公司的核心竞争力和可持续发展能 力，符合公司及全体股东的利益。 海泰发展营收连降三年 知学云究竟是做什么的，是一家什么样的企业？ 海泰发展在公告中表示，公司正在筹划以现金方式购买知学云（北京）科技股份有限公司（以下简称知 学云）控股权，交易价格及收购比例待进一步论证和协商。 知学云官网显示，该机构是一家聚焦组织学习的智能科技企业，为客户提供基于AI（人工智能）的数 智化学习解决方案，将AI与学习和培训深度融合，帮助客户实现人才培养的规模化、智能化和个性 化。 《每日经济新闻》记者了解到，作为一家互联网教育及培训平台，知学云的客户中不乏知名企业。 交易尚处于筹划阶段 海泰发展公告显示，虽然海泰发展此次收购知学云的实际股权比例并未确定，但是对知学云控制权势在 必得。海泰发展在公告中表示，本次交易完成后，知学云将 ...