159899 软件龙头
已收盘 05-09 15:00:00
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深度*公司*合合信息:首次评级买入合合信息稀缺的C端生产力软件龙头 AI与海外双轴驱动
中银证券 · 05-07
深度*公司*合合信息:首次评级买入合合信息稀缺的C端生产力软件龙头 AI与海外双轴驱动
民生证券给予卓易信息推荐评级,扣非利润高增,国内AI编程软件龙头有望加速成长
每日经济新闻 · 04-19
民生证券给予卓易信息推荐评级,扣非利润高增,国内AI编程软件龙头有望加速成长
率先完成DeepSeek-R1适配!万兴科技巩固数字创意软件龙头地位
证券之星 · 02-06
率先完成DeepSeek-R1适配!万兴科技巩固数字创意软件龙头地位
信创建设确定性提升,天下秀、星网锐捷等涨停,云计算ETF、软件龙头ETF涨超4%
金融界 · 01-14
信创建设确定性提升,天下秀、星网锐捷等涨停,云计算ETF、软件龙头ETF涨超4%
软件龙头ETF大涨3.70%,金山办公涨超8%,机构:看好AI应用在B端商业化落地
21世纪经济报道 · 01-14
软件龙头ETF大涨3.70%,金山办公涨超8%,机构:看好AI应用在B端商业化落地
连续两个交易日获资金净流入,软件龙头ETF早盘溢价,宝信软件涨超3%
21世纪经济报道 · 2024-12-25
连续两个交易日获资金净流入,软件龙头ETF早盘溢价,宝信软件涨超3%
AI应用集体走强!三六零2连板,拓尔思20%涨停,软件龙头ETF早盘大涨2.64%
每日经济新闻 · 2024-11-22
AI应用集体走强!三六零2连板,拓尔思20%涨停,软件龙头ETF早盘大涨2.64%
ETF开盘|各ETF集体高开 软件龙头ETF涨逾3.59%
市场透视 · 2024-11-06
ETF开盘|各ETF集体高开 软件龙头ETF涨逾3.59%
软件集体爆拉,中科星图、恒生电子、四维图新批量涨停,软件龙头ETF半日大涨7%!
每日经济新闻 · 2024-11-05
软件集体爆拉,中科星图、恒生电子、四维图新批量涨停,软件龙头ETF半日大涨7%!
ETF开盘|各ETF集体低开 软件龙头ETF跌逾1.5%
市场透视 · 2024-11-04
ETF开盘|各ETF集体低开 软件龙头ETF跌逾1.5%
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18:36","pubTimestamp":1745059010,"startTime":"0","endTime":"0","summary":"民生证券04月19日发布研报称,给予卓易信息(688258.SH,最新价:42.2元)推荐评级。评级理由主要包括:1)打造中国“AI+IDE”编程基础软件龙头,IDE业务成长空间广阔;2)稀缺的国产IDE工具,“AI+编程”双向布局;3)固件业务与AI积极融合,同时有望受益于国产替代大趋势。风险提示:新技术推进不及预期的风险;行业竞争加剧。AI点评:卓易信息近一个月获得4份券商研报关注,买入3家。文章来源:每日经济新闻原标题:民生证券给予卓易信息推荐评级,扣非利润高增,国内AI编程软件龙头有望加速成长","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250419194923a45ee90e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:41","pubTimestamp":1738809678,"startTime":"0","endTime":"0","summary":"值得注意的是在DeepSeek-R1爆火之后,DeepSeek紧接着在北京时间1月28日凌晨,于GitHub平台发布了Janus-Pro多模态大模型,进军文生图领域,这说明多模态发展是行业的大趋势。面对DeepSeek带来的行业变化,万兴科技率先做出改变。具体来看,2月4日,万兴科技率先完成深度求索最新推理大模型DeepSeek-R1的深入适配,旗下视频创意、绘图创意及文档创意软件业务产品,诸如万兴喵影、亿图图示、亿图脑图MindMaster、万兴PDF等均已融合DeepSeek-R1大模型相关能力。第四个依据是万兴科技的数据优势。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/SS2025020600011317.shtml","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":"stockstar","symbols":["300624","159899"],"gpt_icon":0},{"id":"2503451395","title":"信创建设确定性提升,天下秀、星网锐捷等涨停,云计算ETF、软件龙头ETF涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2503451395","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2503451395?lang=zh_cn&edition=full","pubTime":"2025-01-14 13:45","pubTimestamp":1736833517,"startTime":"0","endTime":"0","summary":"1月14日午后,A股延续强势,信创板块集体大涨,天下秀、星网锐捷、科华数据涨停,金山办公、润和软件、顺网科技等纷纷大涨。相关ETF方面,截至发稿,云计算ETF涨4.68%,软件龙头ETF涨4.56%。2025年春季行情或正孕育中,增量政策落地、基本面企稳修复是催化,结构上,科技和中高端制造或是中期主线。浙商证券认为,系列事件的催化叠加政策的大力支持,信创建设占据了不确定性中最具确定性的一环。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250114134519960301c4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:12","pubTimestamp":1736824320,"startTime":"0","endTime":"0","summary":"软件板块今日盘中持续走强,相关ETF方面,截至发稿,软件龙头ETF上涨3.70%,溢折率0.11%,盘中频现溢价交易。软件龙头ETF紧密跟踪中证全指软件指数。消息面上,据媒体报道,2024年三季度,AI应用的落地进一步加速。看好AI应用作为新一代生产力工具在B端商业化落地,OA/ERP作为入口级平台将率先受益;看多政府支持下,底层AI算力产业发展,建议关注国内算力产业链相关标的。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250114111522aba9f3e1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250114111522aba9f3e1&s=b","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":"tencent","symbols":["LU1969619763.USD","LU1794554557.SGD","LU0051755006.USD","LU1064130708.USD","LU1997245177.USD","LU1328615791.USD","BK0231","LU1997245094.SGD","SGXZ49509284.SGD","688111","159899","SGXZ81163826.USD","LU0456827905.SGD","LU1655091616.SGD","LU2328871848.SGD","LU2148510915.USD","LU1064131003.USD","LU0456846285.SGD","LU1720050803.USD"],"gpt_icon":0},{"id":"2494009280","title":"连续两个交易日获资金净流入,软件龙头ETF早盘溢价,宝信软件涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2494009280","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2494009280?lang=zh_cn&edition=full","pubTime":"2024-12-25 13:05","pubTimestamp":1735103101,"startTime":"0","endTime":"0","summary":"12月25日,A股三大指数早盘集体调整。相关ETF方面,软件龙头ETF截至午盘跌1.73%,成交额超760万元,换手率近3%,溢折率0.03%,盘中频现溢价交易。资金流向上,数据显示,软件龙头ETF已连续两个交易日获资金净流入。软件龙头ETF紧密跟踪中证全指软件指数,该指数选取中证全指样本股中的软件行业股票组成,以反映该行业股票的整体表现。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241225131532ab918628&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241225131532ab918628&s=b","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":"tencent","symbols":["159899","BK0201","BK0043","BK0111","BK0231","600845","BK0010","LU1770034418.SGD","BK0020","LU1655091616.SGD","BK0108","BK0030"],"gpt_icon":0},{"id":"2485847025","title":"AI应用集体走强!三六零2连板,拓尔思20%涨停,软件龙头ETF早盘大涨2.64%","url":"https://stock-news.laohu8.com/highlight/detail?id=2485847025","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2485847025?lang=zh_cn&edition=full","pubTime":"2024-11-22 10:17","pubTimestamp":1732241856,"startTime":"0","endTime":"0","summary":"AI应用方向持续走强,多模态AI、Sora、安全可控等多个方向全线大涨,三六零2连板,拓尔思20%涨停,星环科技涨超10%,彩讯股份、用友网络、泛微网络、万兴科技、科大讯飞等纷纷跟涨。软件龙头ETF涨2.64%。软件龙头ETF跟踪中证全指软件指数,该指数选取中证指数体系内软件开发领域的前50名公司作为其成分股,涵盖基础软件、应用软件、网络安全、工业软件等各细分领域公司,受益数字中国、信创建设,具备一定的长期配置价值。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241122101903abd62230&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:29","pubTimestamp":1730856566,"startTime":"0","endTime":"0","summary":"截至发稿,上证指数涨0.24%,创业板指涨0.04%,沪深两市2651只个股上涨,1632只个股下跌。ETF方面,各ETF涨多跌少,软件龙头ETF、深证100ETF广发、科创信息ETF等涨幅居前,分别涨3.59%、涨3.19%、涨2.94%;影视ETF、A50ETF、有色60ETF等跌幅居前,分别跌0.65%、跌0.58%、跌0.55%。分品种来看,今日主题ETF表现优于宽基ETF及跨境ETF,其中成渝经济圈ETF涨5.05%、深证主板50ETF南方涨3.51%、标普500ETF基金涨1.98%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241106092907a219ee5c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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