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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
By Sai Ishwarbharath B and Haripriya Suresh BENGALURU, Feb 17 (Reuters) - Infosys unveiled a partnership with Anthropic on Tuesday, days after investor concerns that AI tools would disrupt the traditional business models of Indian IT services firms shaved billions off their market value. The selloff was triggered, in part, by the launch of a tool by Amazon and Alphabet-backed Anthropic, which has seen its revenue run-rate in India doubling in four months. Anthropic has leaned heavily into the enter ...
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]