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北向资金加仓41%!数字货币严重低估大龙头被锁定,智谱AI+算力+华为
Xin Lang Cai Jing· 2026-01-30 02:07
各位,我是财官。一家 软件 技术服务 公司( 博彦科技 )的三季报,看起来波澜不惊:净利润1.83亿 元,同比增长2.65%,稳当,但不出彩。 这说明公司销售回款能力很强,生意做得"落袋为安",现金流很健康。 真正让财官后背一紧的,是另一组数据——收到客户的订单金额高达1.32亿元,这个数字不仅同比暴增 了137.37%,更是创下了公司自身的历史新高。 净利润1.83亿元的稳步增长,也印证了公司基本盘的稳定。这一切,都描绘出一个成熟、稳健的经营画 面,就像一片平静的湖泊。 但1.32亿元、同比增长137.37%的订单,就像投入这片湖面的一块巨石。 这太反常了。订单,是公司未来的"粮草"。粮草突然以翻倍还多的速度运到,说明前线的"战事"或"建 设"正在急剧升温。 但为什么当期的"战果"(净利润)却显得如此平静?这笔巨额订单从何而来,又将把公司带向何方? 第一章:矛盾的起点:平静的湖面与湖底的暗涌 我们先锁定现场的基本事实。公司当期的经营成果是扎实的:销售商品收到的现金总额达到51.80亿 元,不仅增长了2.30%,而且超过了当期的营业收入。 | (2)解释题出来的视金流里(元) | | | --- | --- ...
助力打造人工智能先锋城市 深圳市训力券兑现申请启动
Shen Zhen Shang Bao· 2025-05-10 23:05
Core Viewpoint - The Shenzhen government has officially launched the application for the 2025 training vouchers, aimed at supporting innovation in high-performance computing for AI model training and inference, addressing the demand-supply gap in computing power [1][2]. Group 1: Policy Initiatives - The issuance of training vouchers is part of Shenzhen's broader strategy to support the AI industry, as outlined in the "Action Plan for Accelerating the Development of the Artificial Intelligence Terminal Industry (2025-2026)" which mentions the issuance of "training vouchers," "corpus vouchers," and "model vouchers" to reduce costs for enterprises [1][2]. - Shenzhen plans to issue up to 500 million yuan annually in training vouchers to lower the costs associated with AI model research and training [1]. Group 2: Application Process - Eligible applicants can apply for training vouchers from May 8 to May 28, 2025, through the Shenzhen Technology Business Management System [1]. - The training voucher service institutions include notable organizations such as Huawei Cloud and the National Supercomputing Shenzhen Center, which will provide intelligent computing and AI model services to voucher holders [2]. Group 3: Financial Support and Eligibility - Companies, universities, and research institutions must incur a minimum annual rental cost of 500,000 yuan for intelligent computing services to qualify for the training vouchers, which can cover up to 50% of the service contract amount [2]. - For newly registered startups (less than one year old), the voucher deduction can be increased to 60% of the service contract amount if they meet the same minimum cost requirement [3].