消息面上，美国股市周二下跌，科技股抛售拖累标普500指数和纳斯达克综合指数明显走低，投资者对 人工智能相关投入的回报前景愈发谨慎。值得关注的是，AI明星公司Anthropic发布的一款法律工作流 插件。该插件能够处理合同审查、合规检查、文档生成等企业法务任务，其发布直接引发了对相关软件 公司被替代的担忧。 AI概念股下挫，应用软件股领跌。截至发稿，浪潮数字企业(00596)跌6.33%，报4.44港元；金山软件 (03888)跌6.03%，报27.42港元；中国软件国际(00354)跌4.48%，报4.69港元。 ...

Group 1 - The core viewpoint of the article highlights a decline in AI concept stocks, particularly in application software, with notable drops in companies like Inspur Digital Enterprise, Kingsoft, and China Software International [1] - Inspur Digital Enterprise (00596) fell by 6.33% to HKD 4.44, Kingsoft (03888) decreased by 6.03% to HKD 27.42, and China Software International (00354) dropped by 4.48% to HKD 4.69 [1] - The decline in the US stock market, particularly in technology stocks, has negatively impacted the S&P 500 and Nasdaq Composite indices, leading to increased caution among investors regarding the returns on investments related to artificial intelligence [1] Group 2 - The release of a legal workflow plugin by AI company Anthropic, capable of handling tasks such as contract review, compliance checks, and document generation, has raised concerns about the potential replacement of related software companies [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 浪潮數字企業技術有限公司 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00596 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | HKD | | 0.01 | HKD | | 20,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 2,000,000,000 | HKD | | 0.01 | HKD | | 20,000,000 | 本月底法定/註冊 ...

Group 1 - The Hong Kong stock market saw a significant rise in AI application stocks, with notable increases in share prices for several companies [1] - Zhihui (智谱) surged by 19% to reach a new high since its listing, with a latest price of 188.800 and a total market capitalization of 831.15 billion [2] - Weimeng Group (微盟集团) increased by over 16%, with a latest price of 2.340 and a market cap of 92.67 billion [2] Group 2 - Mai Fushi (迈富时) rose by more than 13%, with a latest price of 43.920 and a market capitalization of 112.48 billion [2] - MINIMAX-WP (MINIMAX-WP) experienced an 11.88% increase, reaching a price of 386.000 and a total market value of 1193.73 billion [2] - Fourth Paradigm (第四范式) saw a growth of over 10%, with a latest price of 54.800 and a market cap of 284.51 billion [2] Group 3 - Yidu Technology (医渡科技) increased by 8.46%, with a latest price of 6.410 and a market capitalization of 67.99 billion [2] - Kingdee International (金蝶国际) rose by 7.88%, reaching a price of 15.610 and a total market value of 554.07 billion [2] - 汇量科技 (汇量科技) saw a 7.09% increase, with a latest price of 18.720 and a market cap of 294.68 billion [2] Group 4 - Meitu (美图公司) increased by 6.94%, with a latest price of 8.480 and a market capitalization of 388.91 billion [2] - Inspur Digital (浪潮数字企业) rose by 5.94%, reaching a price of 5.710 and a market cap of 69.75 billion [2] - 微创机器人-B (微创机器人-B) saw a 6.25% increase, with a latest price of 26.840 and a market cap of 276.81 billion [2]

Group 1 - The Hong Kong stock market's application software sector is experiencing significant growth, with notable increases in stock prices for several companies [1] - Weimob Group (02013.HK) has seen a nearly 17% rise in its stock price [1] - China Youzan (08083.HK) has increased by over 10% [1] Group 2 - Other companies in the sector, such as Kingdee International (00268.HK) and Inspur Digital Enterprise (00596.HK), are also witnessing upward trends in their stock prices [1]

Group 1 - The company, Inspur Digital Enterprise (00596), announced the issuance of 282,000 shares due to the exercise of options on January 9, 2026 [1]

FF305 第 1 頁 共 6 頁 v 1.3.0 | 就根據股份計劃授予參與人（發行人的董事除外）的股份獎勵或期權 | 2). | 232,000 | 0.019 % | HKD | 4.72 | | | --- | --- | --- | --- | --- | --- | --- | | | 而發行新股或轉讓庫存股份 - 涉及新股 | | | | | | | | 2023年授出期權 | | | | | | | | 變動日期 2026年1月9日 | | | | | | | 2026年1月9日 | 於下列日期結束時的結存 (註5及6) | 1,221,855,831 | | 0 | | 1,221,855,831 | | B. 贖回/購回股份 (擬註銷但截至期終結存日期尚未註銷) (註5及6) | | | | | | | 第 2 頁 共 6 頁 v 1.3.0 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 浪潮數字企業技術有限公司 呈交日期： 2026年1月12日 如上市發行人的已發行股份或庫存股份出現變動而須根 ...

Core Viewpoint - The announcement details the resignation of Mr. Zhao Zhen as the executive director, chairman of the board, and chairman of the nomination committee of Inspur Digital Enterprise, effective January 9, 2026. Mr. Wei Daisen will succeed him in these roles, and Mr. Zhang Jinlong has been appointed as the general manager of the company [1]. Group 1 - Mr. Zhao Zhen has resigned from his positions due to personal work arrangements [1] - Mr. Wei Daisen will be appointed as the new executive director, chairman of the board, and chairman of the nomination committee starting January 9, 2026 [1] - Mr. Zhang Jinlong has been appointed as the general manager of the company [1]

Core Viewpoint - Inspur Digital Enterprise (00596.HK) announced the resignation of Zhao Zhen as executive director, chairman of the board, and chairman of the nomination committee, effective January 9, 2026 [1] Group 1 - Zhao Zhen has resigned due to personal work arrangements [1] - Wei Daisen has been appointed as the new executive director, chairman of the board, and chairman of the nomination committee, effective January 9, 2026 [1] - Zhang Jinlong has been appointed as the general manager, effective January 9, 2026 [1]

Group 1 - The core point of the article is the announcement of leadership changes at Inspur Digital Enterprise, with Zhao Zhen resigning from his positions and Wei Daisen appointed as the new executive director and chairman of the board effective January 9, 2026 [1] - Zhao Zhen has resigned from his roles as executive director, chairman of the board, and chairman of the nomination committee due to personal work arrangements [1] - Wei Daisen has been appointed as the new executive director, chairman of the board, and chairman of the nomination committee starting January 9, 2026 [1] - Zhang Jinlong has been appointed as the general manager of the company [1]