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港股異動 | 愛高集團(00328)尾盤漲超100% 成立合資拓展數碼產品租賃、SAAS軟件發展等業務
智通财经
·
05-07
ALCO HOLDINGS(00328)擬成立合資公司 從事數碼產品租賃、SAAS軟體發展、電商科技及傳媒發展業務
智通财经
·
05-06
港股異動 | 偉仕佳傑(00856)高開逾13% 南京偉仕佳傑SAAS自動化辦公系統已全面接入Deepseek
智通财经
·
02-21
【港股通】偉仕佳傑(00856)SAAS自動化辦公系統已全面接入Deepseek人工智能技術
金吾财讯
·
02-20
偉仕佳傑(00856):南京偉仕佳傑部署在移動雲上的SAAS自動化辦公系統已全面接入Deepseek人工智能技術
智通财经
·
02-20
微軟:雲與SAAS業務指引均降速 資本開支策略注重短期ROI
国信证券
·
02-03
CYBERARKSOFTWARE:SAAS與AI共振 PAM龍頭重拾增長
中金公司
·
01-23
微軟公司:從IAAS到SAAS 業績超預期的空間有多大?
中金公司
·
2024-11-21
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15:38","pubTimestamp":1746603515,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,爱高集团尾盘涨幅进一步扩大,股价一度涨超100%,截至发稿,涨80.49%,报0.37港元,成交额974.49万港元。消息面上,爱高集团公布,与独立第三方深圳中城数科成立合资,合作发展数码产品租赁、Saas软件发展、电商科技及传媒发展的业务。通过成立合资公司,双方将通过技术创新和科技投入,提升客户服务能力,包括但不限于数码租赁、SaaS软体发展、电商科技、传媒发展等领域的合作。","market":"hk","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/1290135.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"corporation,movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1096","00328","SAAS"],"gpt_icon":0},{"id":"2533633477","title":"ALCO HOLDINGS(00328)擬成立合資公司 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09:25","pubTimestamp":1740101124,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,伟仕佳杰高开逾13%,截至发稿,涨13.18%,报6.7港元,成交额410.04万港元。该办公软件自动化系统,已累计服务超5800家企业,在中国移动云市场同类产品中处于第一梯队。该行指出,公司是亚太地区领先的科技服务平台,兼具高分红及出海概念,传统主业IT分销受益AI浪潮、企业数字化转型,需求回暖。","market":"hk","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":"http://www.zhitongcaijing.com/content/detail/1252524.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease,movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SAAS","00856"],"gpt_icon":0},{"id":"2512164464","title":"【港股通】偉仕佳傑(00856)SAAS自動化辦公系統已全面接入Deepseek人工智能技術","url":"https://stock-news.laohu8.com/highlight/detail?id=2512164464","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512164464?lang=zh_tw&edition=fundamental","pubTime":"2025-02-20 17:07","pubTimestamp":1740042426,"startTime":"0","endTime":"0","summary":"金吾财讯 | 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17:05","pubTimestamp":1740042335,"startTime":"0","endTime":"0","summary":"智通财经APP讯,伟仕佳杰(00856)发布公告,集团为主要股东的南京伟仕佳杰,部署在移动云上的SAAS自动化办公系统已全面接入Deepseek人工智能技术,赋能使用者在流程处理、资源管理、内容管理、客服、人事管理、公文、档案等场景中,全面提升文本处理、文档审核、智慧问答、资料分析、智慧决策等能力,助力业务场景全环节智慧化升级。该办公软件自动化系统,已累计服务超5800家企业,在中国移动云市场同类产品中处于第一梯队。","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":"http://www.zhitongcaijing.com/content/detail/1252211.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":["SAAS","161631","00856"],"gpt_icon":0},{"id":"2508581196","title":"微軟:雲與SAAS業務指引均降速 資本開支策略注重短期ROI","url":"https://stock-news.laohu8.com/highlight/detail?id=2508581196","media":"国信证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2508581196?lang=zh_tw&edition=fundamental","pubTime":"2025-02-03 00:00","pubTimestamp":1738512000,"startTime":"0","endTime":"0","summary":"业绩总览:微软FY25Q2 整体财务表现符合指引预期。业务重点:①指引云与Azure 增速放缓,预计年底产能平衡:AI 占比Azure云业务16 个点,本季度Azure 同比+31%、增速环比-2pct。AI 业务年度收入已超过130 亿美元,同比+157%。微软资本开支更加注重ROI,策略逐渐从长期资产投资向与收入增长相关性更高的短期资产投资转移,主要考虑AI 投资折旧摊销压力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250203142624abc0a84c&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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業績超預期的空間有多大?","url":"https://stock-news.laohu8.com/highlight/detail?id=2485910588","media":"中金公司","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2485910588?lang=zh_tw&edition=fundamental","pubTime":"2024-11-21 00:00","pubTimestamp":1732118400,"startTime":"0","endTime":"0","summary":"投资建议本篇报告中,我们针对公司在新的业务口径下,对潜在受AI影响较大的AzureAI、M365 Copilot,Windows OEM和搜索在FY25 和FY26 可能产生超预期部分的收入进行不同情景下的营收测算,从而对微软未来的财务空间进行判断。盈利预测与估值考虑到公司在行业内领先地位,叠加AI布局带来的协同增益,我们持续看好公司不断夯实的核心竞争力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202411210746239f598db1&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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