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声网股价受AI行业情绪影响波动,业务前景获潜在机遇
Xin Lang Cai Jing· 2026-02-23 21:43
以上内容基于公开资料整理,不构成投资建议。 经济观察网 声网(API.O)近一周股价波动显著,与AI板块热度相关,但受大盘及板块拖累。近期AI行 业热点持续发酵,或为声网业务带来潜在机遇。 近期事件近一周AI行业热点持续发酵,可能间接影响声网业务前景。例如,春节期间(2月16日-21日) 互联网巨头加码AI应用入口争夺,字节跳动豆包、腾讯元宝等通过红包活动拉动用户互动超19亿次, 凸显AI应用规模化落地趋势;同时,谷歌于2月22日发布Gemini 3.1 Pro模型,推理性能提升超一倍,或 推动实时音视频与AI融合场景需求。这些事件可能为声网的对话式AI业务带来潜在机遇。 股票近期走势根据内部数据库,声网(API.O)在近一周(2026年2月17日至2月23日)的股价波动较为 显著。2月17日股价单日上涨4.36%,收盘价报4.79美元,成交量放大至61.92万股,可能受AI行业情绪 提振;但随后几个交易日出现回调,截至2月23日最新价为4.56美元,较2月17日区间跌幅为0.65%,区 间振幅达14.38%。整体来看,股价短期波动与AI板块热度相关,但受大盘疲软(纳斯达克指数近五日 涨0.87%)和软件服务 ...
亿汇:AI机遇凸显
Sou Hu Cai Jing· 2026-02-23 17:21
关于Moneta Mark 背景 INCH CHE HEL IONETA ALA 新体验 Taxi,中制度的财富基标 -12 H 本藏交流城 SFFE2030可持续金融论坛 政策下的 全球货币与黄4 5月17日 | 广州 TA 使灌 赞助商 媒体支持 24K99 I-XIE 投 资 英 Moneta集团成立于2012年,2018年推出 a r 门提供 1 9 资 资 香 : 图白 示准的 24/7全 资源, 我们的 人而成为世界 1 Moneta Markets亿汇观察到,当前市场的担忧主要集中在人工智能工具可能替代部分人力岗位,从而冲击以劳动力密集为特征的商业模式。资本市场此前的 波动,也与投资者对行业盈利结构重估有关。然而,从企业数字化转型的实际需求来看,人工智能并不仅仅意味着简单的任务自动化,更重要的是推动企业 向"自主化运营"升级。这一转型过程往往需要服务商深度参与系统重构、流程优化与数据治理,服务内容更复杂,附加值更高。 在此背景下,技能结构的变化成为行业焦点。企业对模型训练、数据整理以及合规治理等领域的人才需求显著提升。根据World Economic Forum的相关预 测,人工智能将在全球范围 ...
Wipro's CTO says AI is an opportunity, not a threat
Reuters· 2026-02-23 10:49
Core Insights - Wipro's CTO views AI as a significant opportunity for the software services industry, expecting it to enhance demand rather than threaten the outsourcing model [1] - The IT sector, valued at $283 billion, is currently facing market selloff due to fears that AI could disrupt traditional labor-intensive operations [1] - AI is anticipated to create 170 million jobs globally while displacing approximately 92 million, indicating a net positive impact on employment [1] Industry Perspective - The current focus on task automation is seen as too narrow; the shift towards "autonomous enterprises" will require deeper collaboration between IT service providers and clients [1] - Wipro emphasizes the need for "AI literate" engineers, countering predictions of a hollowing out of the traditional staffing pyramid in the industry [1] - The transition to autonomous enterprises is expected to shape technology spending for the next decade, with AI being a dominant force in driving business [1]
Wipro executive says AI is an opportunity, not a threat
Yahoo Finance· 2026-02-23 10:48
Core Insights - Wipro anticipates that rapid AI adoption will enhance demand for software service providers, countering fears that AI could disrupt the outsourcing model [1] - The company views AI as a significant opportunity, comparable to the discovery of electricity or the internet, emphasizing the need for a broader perspective beyond just task automation [2] Industry Outlook - The global IT sector is projected to see the creation of 170 million jobs due to AI, while approximately 92 million jobs may be disrupted, indicating a net positive impact on employment [3] - Demand for skills in model training, data curation, and responsible AI is expected to rise within India's IT sector, highlighting the importance of AI literacy among engineers [3][4] Future Trends - Wipro believes that AI will expand the responsibilities of service providers rather than diminish them, similar to the impact of cloud computing [3] - The transition to "autonomous enterprises" is anticipated to shape technology spending over the next decade, requiring deep collaboration between IT services companies and their clients [4][5]
Epam (EPAM) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
ZACKS· 2026-02-20 15:30
Epam (EPAM) reported $1.41 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 12.8%. EPS of $3.26 for the same period compares to $2.84 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.39 billion, representing a surprise of +1.08%. The company delivered an EPS surprise of +3.17%, with the consensus EPS estimate being $3.16.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how th ...
Jim Cramer Believes Crowdstrike (CRWD) Shouldn’t Be Afraid of Anthropic
Yahoo Finance· 2026-02-18 17:53
We recently published 17 Stocks Jim Cramer Talked About. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks that Jim Cramer talked about. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a cybersecurity software services provider. The shares are down by 5.7% over the past year and by 5.3% year-to-date. Investment bank HSBC was out with a major upgrade for the firm in mid-February. It upgraded the stock to Buy from Hold and set a $446 share price target. The bank commented that CrowdStrike Holdings, ...
India's Infosys ties up with Anthropic, days after IT selloff
Yahoo Finance· 2026-02-17 06:27
Core Insights - Infosys, India's No.2 software-services exporter, reported that artificial intelligence services contributed 5.5% to its revenue in the December quarter, marking the first time the company has disclosed its AI business performance [1] - The Indian IT industry, valued at $283 billion, is facing investor concerns regarding AI's potential to disrupt traditional outsourcing models [1] Company Performance - Infosys achieved third-quarter revenue of 454.79 billion rupees ($5.01 billion) [4] - The company is actively engaged in 4,600 AI projects and has developed over 500 AI agents, indicating a robust growth in its AI offerings [2] Industry Context - The software-services sector in India has recently faced scrutiny, with IT stocks experiencing their worst week in over 10 months due to concerns about AI tools accelerating disruption, resulting in a loss of approximately $40 billion in market capitalization in February [3] - Infosys announced a collaboration with Anthropic to establish a dedicated center for building and deploying AI agents, initially focusing on telecom and later expanding into financial services, manufacturing, and software development [4] Events - India is currently hosting the AI Impact Summit in New Delhi from February 16-20, showcasing the country's technology ambitions [5]
除夕港股收红 超400家企业排队IPO
Huan Qiu Wang· 2026-02-17 01:28
Wind数据显示,2026年以来,已有143家企业完成IPO递表,其中120家为首次递表。截至2月16日,港股市场仍有401宗新股申请在 处理中,包括4家已通过聆讯的企业。德勤中国预测,2026年香港新股市场或更胜去年,料约160只新股融资不少于3000亿港元。 从行业分布看,排队企业中81家属于软件服务行业,71家为医药生物企业,51家在硬件设备赛道,26家为半导体公司。 【环球网财经综合报道】除夕佳节,港股半日市低开高走,主流指数同步收红。恒生指数涨0.52%,恒生中国企业指数涨0.42%,恒 生科技指数涨0.13%。 新股发行呈现新趋势。近期上市的科技类企业受到国际长线资金追捧。瑞银集团全球投资银行部亚洲区副主席朱正芹表示,AI、半 导体、具身机器人、生物医药等新质生产力相关企业关注度明显更高。 伴随着港股市场的交投两旺,中资券商也在加快投资香港的步伐。2月13日,东吴证券获准向香港子公司增资20亿港元。2月10日, 华安证券5亿港元增资香港子公司、东北证券5亿港元设立香港子公司事项双双获批。进入2026年以来,广发证券和华泰证券已相继 完成61亿港元和100亿港元的H股再融资,均计划用于强化境外业务布 ...
Next Technology Holding股价一周内重挫超30%,业绩持续承压
Jing Ji Guan Cha Wang· 2026-02-13 13:14
Group 1: Stock Performance - Next Technology Holding Inc. (NXTT) experienced significant stock price volatility from February 7 to February 13, 2026, with a cumulative decline of 30.11% during the period from February 9 to February 12, and a price fluctuation of 32.26% [1] - The closing prices during this period were as follows: $3.14 on February 9 (down 15.59%), $3.03 on February 10 (down 3.50%), $2.96 on February 11 (down 2.31%), and $2.60 on February 12 (down 12.16%) [1] - In comparison, the Nasdaq index fell by 2.03% and the software services sector declined by 1.48%, indicating that NXTT's decline was significantly greater than both the sector and the overall market [1] Group 2: Financial Performance - The latest available financial data for NXTT, as of September 30, 2025, shows substantial operational pressure, with a net income of -$16.89 million and a net profit margin of -944.65% [2] - The return on assets was -16.88% and the return on capital was -19.82%, indicating ongoing losses and challenges in profitability [2] - Despite a significant year-over-year increase in cash and short-term investments by 1748.86% to $12.36 million, revenue was only $1.79 million, while operating expenses reached $45.13 million, resulting in a free cash flow of -$14.76 million [2] Group 3: Recent Events - In the past week, NXTT did not disclose any major company events or announcements, with stock price fluctuations primarily influenced by market sentiment and overall sector performance [3] - There were no specific positive or negative news drivers affecting the stock, and investors are advised to monitor upcoming financial reports and potential business developments [3]
有信科技股价平稳,与板块及大盘走势同步
Jing Ji Guan Cha Wang· 2026-02-12 21:43
Group 1 - The stock price of Youxin Technology (YAAS.OQ) has remained stable over the past week, with no significant fluctuations [1] - The latest closing price is $1.28, with a daily change of 0.00% and a trading volume of $41,576, resulting in a turnover rate of 0.25% [1] - Over the period, the stock has decreased by 3.03%, with a price range of $1.25 to $1.37, indicating a volatility of 9.09% [1] Group 2 - The software services sector has experienced a decline of 1.48% during the same period [1] - The Nasdaq index has fallen by 2.03%, showing that the company's stock performance is in line with the sector and the broader market [1]