中国软件国际(00354)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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00354 中国软件国际

未开盘 06-08 16:09:02

4.050

-0.190

-4.48%

最高4.150	最低3.940	成交量5,001万
今开4.050	昨收4.240	日振幅4.95%
总市值110.65亿	流通市值110.65亿	总股本27.32亿
成交额2.01亿	换手率1.83%	流通股本27.32亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

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22:28","pubTimestamp":1780928881,"startTime":"0","endTime":"0","summary":"智通财经APP讯，中国软件国际(00354)发布公告，公司于2026年6月8日获接其主要股东、主席兼执行董事陈宇红博士通知，陈博士已于2026年6月8日在公开市场购入合共300万股公司普通股，有关平均价格约为每股股份4.0220港元，有关总金额约为1206.60万港元。根据股权增加所收购的普通股总数相当于公司于本公布日期已发行股份总数约0.11%。于紧随股权增加后，陈博士持有327,988,861股股份，相当于公司于本公布日期的已发行股份总数约12.01%。公司董事会认为股权增加反映陈博士对公司价值的认可和对公司未来整体业务发展及增长潜力的信心。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1451695.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"中国软件国际(00354)获主要股东、主席兼执行董事陈宇红增持300万股","news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1155","00354","BK1589","BK1526","BK1518","BK1586"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1166562170","title":"异动解读｜中国软件国际盘中下跌5.19%，算力业务利好兑现后资金持续流出","url":"https://stock-news.laohu8.com/highlight/detail?id=1166562170","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1166562170?lang=zh_cn&edition=full","pubTime":"2026-06-08 10:23","pubTimestamp":1780885437,"startTime":"0","endTime":"0","summary":"6月8日，中国软件国际盘中下跌5.19%，报3.98港元/股，成交额7317.51万港元。该股自6月3日宣布进军算力业务后连续回调，累计跌幅显著。消息面上，公司此前宣布正式进军算力业务，拟围绕算力硬件转售、算力租赁及Token销售三种模式展开布局。然而利好消息兑现后，南向资金持续净减持，近期累计净减持超2624万股，抛压明显。国元国际则给予\"买入\"评级，目标价5.65港元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00354"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1153814725","title":"异动解读｜中国软件国际盘中下跌5.12%，进军算力业务后资金持续获利了结","url":"https://stock-news.laohu8.com/highlight/detail?id=1153814725","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1153814725?lang=zh_cn&edition=full","pubTime":"2026-06-05 10:29","pubTimestamp":1780626584,"startTime":"0","endTime":"0","summary":"6月5日，中国软件国际盘中下跌5.12%，报4.13港元/股，成交额1.03亿港元。消息面上，公司6月3日宣布正式进军算力业务，拟采购高端AI服务器并围绕算力硬件转售、算力租赁及Token销售三种模式展开布局。此外，南向资金近5个交易日累计净减持2624万股，持续流出加剧抛压。基本面上，公司全栈AI业务虽实现109.2%高增长，但年度溢利同比下降36.7%，转型阵痛仍在持续，叠加大摩此前将目标价大幅下调至2.6港元，市场情绪偏谨慎。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00354"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640757158","title":"国元国际：给予中国软件国际(00354)“买入”评级 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09:43","pubTimestamp":1780537380,"startTime":"0","endTime":"0","summary":"　　中国软件国际早盘涨超4%，截至发稿，涨4.68%，报4.92港元，成交额1.97亿港元。　　6月3日，中国软件国际发布公告，继公司于2026年3月正式发布企业智能操作系统产品allmeta后，为进一步落实全栈全场景AI战略、完善算力业务布局，经董事会讨论决定，本公司欣然宣布，本集团将正式进军算力业务。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-06-04/doc-iniaeyvw3808822.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1586","BK1526","BK1155","00354","BK1589","BK1518"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640133342","title":"港股公告掘金 | 面向高专业价值TOKEN运营 中国软件国际正式进军算力业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2640133342","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640133342?lang=zh_cn&edition=full","pubTime":"2026-06-04 08:58","pubTimestamp":1780534728,"startTime":"0","endTime":"0","summary":"重大事项：大金重工(01081)：发售价定为每股H股66.40港元面向高专业价值TOKEN运营 中国软件国际(00354)正式进军算力业务小马智行-W(02026)A类普通股获纳入沪港通华兴资本控股(01911)附属华兴泛亚成功协助星尘智能完成B轮系列数亿元融资兖矿能源(01171)拟斥资约164.15亿元收购新能源集团100%股权及山能售电100%股权 完善煤电一体化产业链百奥家庭互动(0210","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1449932.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02390","01911","01171","02026","BK1526","BK4585","SG9999001093.SGD","VXUS","BK1589","BK1095","BK1178","BK1586","BK1518","BK1594","BK1538","BK1119","BK1109","00354","BK1147","02238","BK4588","BK1539","BK1155"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640809391","title":"智通港股早知道 | 富时中国50指数调整纳入兆易创新(03986) 小马智行(02026)、文远知行(00800)纳入港股通","url":"https://stock-news.laohu8.com/highlight/detail?id=2640809391","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640809391?lang=zh_cn&edition=full","pubTime":"2026-06-04 07:36","pubTimestamp":1780529806,"startTime":"0","endTime":"0","summary":"富时中国50指数纳入兆易创新、长飞光纤光缆，删除中国铁塔、中国中车。此外，富时中国50指数还公布了新一季的备选股名单，分别为中煤能源、吉利汽车、蓝思科技、MiniMax-W、三花智控 。配售股份数目相当于于本公告日期已发行股份总数约2.01%。中国两大自动驾驶企业纳入港股通中国两大自动驾驶科技公司小马智行、文远知行WeRide宣布，正式被纳入港股通标的证券名单，该调整将于6月4日正式生效。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1449895.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["PONY","IE0008368742.USD","BK1178","03986","LU0359202008.SGD","BK1526","BK1104","IE0008369823.USD","00800","BK1163","600188","00354","LU0359201885.HKD","603986","YZCAY","BK1594","01286","LU1813983027.USD","LU0314109678.HKD","00338","600688","02026","IE00B031HY20.USD","BK1586","BK1258","BK1518","BK1583","LU0359201612.USD","LU1328277881.USD","LU2039709279.SGD","WRD","BK1109","BK1538","02186","01171","BK1144","BK1589","LU1023057109.AUD","SG9999001093.SGD","BK1606","BK1191","BK1110","BK1155","BK1183","BK1229","BK1531","BK1562"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640904943","title":"面向高专业价值TOKEN运营 中国软件国际(00354)正式进军算力业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2640904943","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640904943?lang=zh_cn&edition=full","pubTime":"2026-06-03 20:36","pubTimestamp":1780490197,"startTime":"0","endTime":"0","summary":"智通财经APP讯，中国软件国际 发布公告，继公司于2026年3月正式发布企业智能操作系统产品allmeta后，为进一步落实全栈全场景AI战略、完善算力业务布局，经董事会讨论决定，本公司欣然宣布，本集团将正式进军算力业务。董事会将因应业务发展及市场环境，审慎评估并适时调整实际投入的规模及节奏。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1449800.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1518","BK1586","BK1589","00354","BK1155","BK1526"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640360974","title":"港股异动 | 中软国际(00354)再涨超10% 华为HarmonyOS 7将重点升级AI能力 公司聚焦AI鸿蒙与AI智能","url":"https://stock-news.laohu8.com/highlight/detail?id=2640360974","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640360974?lang=zh_cn&edition=full","pubTime":"2026-06-03 15:05","pubTimestamp":1780470331,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中软国际再涨超10%，5月22日至今累计涨幅接近50%。根据目前披露的信息，本届大会将围绕HarmonyOS全新版本、鸿蒙AI核心能力以及生态最新成果展开，AI Agent和端侧AI预计将成为重点方向。环球富盛发布研报称，中软国际深入推进“一体两翼”战略布局，以AI为核心，Physical AI和Digital AI为翼，聚焦AI鸿蒙与AI智能业务操作系统两大核心增长引擎，成功构建了从物理世界智能感知到企业智能化运营的全栈产品与服务能力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1449547.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1589","BK4585","CHAT","ARTY","VXUS","159819","BK4588","00354","BK1526","AIPO","BK1155","AGIX","BK1586","BK1518"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1150181706","title":"异动解读｜中国软件国际盘中上涨5.28%，获机构增持及大手买入推动","url":"https://stock-news.laohu8.com/highlight/detail?id=1150181706","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1150181706?lang=zh_cn&edition=full","pubTime":"2026-06-03 13:02","pubTimestamp":1780462962,"startTime":"0","endTime":"0","summary":"6月3日，中国软件国际盘中上涨5.28%，报4.59港元/股，成交额3.47亿港元。消息面上，香港联交所最新资料显示，Bank of Communications Trustee Limited于5月29日增持中国软件国际900万股，每股作价约3.73港元，涉资约3358.44万港元，增持后持股比例升至9.07%。此外，该股盘中多次出现大额资金集中买入，先后录得89.2万股及76.6万股的大手成交，成交价分别为4.44港元和4.49港元，直接推升股价上行动能。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00354"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1104730728","title":"异动解读 | 获机构增持及大手买入推动，中国软件国际盘中大涨5.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104730728","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1104730728?lang=zh_cn&edition=full","pubTime":"2026-06-03 11:55","pubTimestamp":1780458923,"startTime":"0","endTime":"0","summary":"中国软件国际今日盘中大涨5.05%，引起了市场的广泛关注。消息面上，根据香港联交所披露的资料，Bank of Communications Trustee Limited于近期增持了中国软件国际900万股，每股作价约3.73港元，涉资约3358.44万港元，增持后其持股比例升至9.07%。此外，该股在盘中交易时段多次出现大额资金买入。例如，在上午交易中，先后出现成交量为89.2万股和76.6万股的大手买入，成交价分别为4.44港元和4.49港元。这些集中的大额买单可能直接推动了股价的上涨动能，吸引了更多市场关注。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["00354"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640917150","title":"Bank of Communications Trustee Limited增持中国软件国际(00354)900万股 每股作价约3.73港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2640917150","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640917150?lang=zh_cn&edition=full","pubTime":"2026-06-02 18:55","pubTimestamp":1780397719,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新资料显示，5月29日，Bank of Communications Trustee Limited增持中国软件国际(00354)900万股，每股作价3.7316港元，总金额为3358.44万港元。增持后最新持股数目约为2.48亿股，最新持股比例为9.07%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1449187.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["EWH","00354","BK1518","BK1526","BK1589","BK1155","BK1586"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1136584307","title":"中国软件国际5月股本维持稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=1136584307","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1136584307?lang=zh_cn&edition=full","pubTime":"2026-06-02 15:36","pubTimestamp":1780385803,"startTime":"0","endTime":"0","summary":"中国软件国际于2026年6月2日公布了截至2026年5月31日的股份变动月报表，报告期内股本情况保持不变。报告显示，公司法定/注册股本维持在4,000,000,000股普通股，面值每股HKD 0.05，注册股本总额为HKD 200,000,000，与上期相比无新增或减少。截至2026年5月31日，公司已发行股份数量为2,732,079,358股，库存股份数量为0股，已发行股份总数维持于2,732,079,358股。公司同时确定已符合香港联交所规定的最低公众持股量要求，并将持续遵守相关上市规则。公告由公司秘书梁良齐签署。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00354"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1118447780","title":"异动解读 | AI战略成果显著，中国软件国际盘中大涨5.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=1118447780","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1118447780?lang=zh_cn&edition=full","pubTime":"2026-06-02 13:03","pubTimestamp":1780376580,"startTime":"0","endTime":"0","summary":"中国软件国际今日盘中大涨5.04%，引发了市场的积极关注。消息面上，公司持续推进以AI为核心的“一体两翼”战略布局，聚焦AI鸿蒙与AI智能业务操作系统两大核心增长引擎。根据公司披露的信息，其全栈全场景AI产品及服务业务在2025年销售额达到20亿元人民币，同比大幅增长109.2%，标志着公司成功转向企业Agentic AI架构者与整合者的新角色，为长期发展奠定了坚实基础。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["00354"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640980247","title":"港股午评|恒生指数早盘涨0.87%    SaaS概念股全线大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2640980247","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640980247?lang=zh_cn&edition=full","pubTime":"2026-06-01 12:01","pubTimestamp":1780286477,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，港股恒生指数涨0.87%，涨218点，报25400点；恒生科技指数涨1.8%。港股早盘成交1952亿港元。美股软件板块业绩证伪AI吞噬叙事，估值修复弹性全面释放。煤炭股多数走高。南方区域用电负荷连续四日创历史新高，沿海现货电价明显上涨。全球集装箱海运价格飙升。博泰车联涨7.85%，携手英伟达布局未来智能出行，AI Box走向商业化落地。硬蛋创新再涨14.2%，AI基建竞赛已转向系统效能优化，公司订单充足且经营向好。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1448347.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02097","02013","HSI","BK1109","BK1526","03115","BK1125","BK1618","07500","BK1155","02837","BK1170","BK1586","02889","BK1610","00596","KGDEY","BK1142","BK1103","BK1189","SG9999001440.SGD","BK1517","03088","601898","82800","LU0051755006.USD","BK1598","BK1128","600011","00354","HSTECH","BK1518","07200","LU0456827905.SGD","BK1607","BK1587","00902","07300","BK1516","02800","BK1162","513600","01138","03423","03037","MCHmain","600026","09067","09115","CCOZY","03417","BK1616","600027","IE0034224299.USD","SG9999014674.SGD","01919","07552","09088","00136","BK1590","02833","601919","BK1233","BK1617","01071","LU0072462343.USD","02158","BK1178","BK1144","03033","BK1589","83115","YZCAY","BK1613","600188","BK1500","00894","BK1538","BK1594","BK1166","07226","BK1530","OROVY","01898","00400","00316","BK1535","HHImain","03032","03067","03419","01171","00268","LU1048588211.SGD","BK1505","02556"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640987557","title":"港股异动 | SaaS概念股全线暴涨 美股软件板块业绩证伪AI吞噬叙事 估值修复弹性全面释放","url":"https://stock-news.laohu8.com/highlight/detail?id=2640987557","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640987557?lang=zh_cn&edition=full","pubTime":"2026-06-01 10:40","pubTimestamp":1780281658,"startTime":"0","endTime":"0","summary":"消息面上，受“AI吞噬论”主导的极度悲观预期影响，软件指数IGV 2026 Q1一度回撤30%，上周Snowflake、MongoDB、Okta等AI Infra厂商业绩及指引持续超预期，其中Snowflake股价单周上涨48.4%，Okta上涨33.6%，带动IGV周内上涨8%。国金证券指出，进入5月，Snowflake、MongoDB、Salesforce等软件公司业绩全面超预期，市场开始重新认识软件企业在AI时代的受益逻辑，软件板块迎来强劲反弹，IGV单月涨幅超过21%，创下自2001年10月以来的最佳月度表现，业绩证伪吞噬叙事，估值修复的弹性全面释放。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1448318.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1109","00596","02556","BK1618","LU0051755006.USD","LU0072462343.USD","BK1610","CHAT","BK4588","AGIX","BK1607","AIPO","LU1048588211.SGD","02013","BK1516","00268","LU0456827905.SGD","BK1526","ARTY","VXUS","BK1155","BK1589","BK1518","BK4585","00354","BK1586","BK1613","BK1517","BK1590","IGM","IE0034224299.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636846149","title":"中国软件国际(00354)：何宁退任执行董事","url":"https://stock-news.laohu8.com/highlight/detail?id=2636846149","media":"智通财经网","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636846149?lang=zh_cn&edition=full","pubTime":"2026-05-20 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