20ÍòÏÖ½ðÓêµãȼÉÌÕ½£¡Ó°Ê¯Á¢ÒìÊÐÖµ3Ììì­ÕÇ300ÒÚ£¬ÕýÃæ¡°Ó²¸Õ¡±´ó½® 8ÔÂ12ÈÕÃÀ¹ú¹úÕ®¹æÄ£Ê×´ÎÍ»ÆÆ37ÍòÒÚÃÀÔª ÐÂÀ˲ƾ­ÃÀ¹ÉÖ±»÷£ºÎ£»úÕվɳ£Ì¬ £¿ Thoma BravoǢ̸ÊÕ¹ºVerint Systems ½»Òø¹ú¼Ê£ºÕþ²ß÷缯´µ·çÓÐÀû¹â·ü¹¤Òµ Ê×Ñ¡ÐÅÒå¹âÄÜ¡¢¸£À³Ìز£Á§µÈ º£ºþׯ԰ЭÒé×ÜÉè¼ÆÊ¦Steve MiranÔõÑù¡°Ë¢Ð¡±ÃÀÁª´¢ £¿¡¾Å¦Ô¼Talk 13¡¿ ÀòÀòË¿¡¸Éä»÷¶ñÃΡ¹£º10ÒÚÐÂÓΣ¬»ÙÓÚ5ÔªÍâ¹Ò £¿ ³ÏÂõ¿Æ¼¼£ºÆ¸ÓÃ֤ȯÊÂÎñ´ú±í ÓãÔ¾Ò½ÁÆ£ºÉϰëÄê¹éĸ¾»ÀûÈó12.03ÒÚÔª£¬Í¬±ÈÔöÌí7.37% ´ÓÆ¡¾ÆÒûÆ·µ½ÇéÐ÷ͬ°é Çൺ¡°ÒºÌ¬ÁÆÓú¡±Ç˶¯ÏûºÄÐÂ¿Õ¼ä º«¹ú½«ÔÚ2026Ä꿯Ðд´¼Í¼µÄ232ÍòÒÚº«ÔªÕ®È¯ ÉϺ£Õõ4.6Íò»¨2.7Íò£¡º¼ÖÝÖ±×·¾©»¦£¬ËÕÖÝ»¨Ç®ÔöËÙµÚÒ»£¬2025¶¼»áÇ®°ü´ó½ÒÃØ È˹¤ÖÇÄÜÐèÇóÍÆ¶¯ CoreWeave¼¾¶ÈÓªÊÕ³¬Ô¤ÆÚ ¾§¿ÆÄÜÔ´£ºÎÞÓâÆÚ¶ÔÍâµ£±£ ¹úÐǹâµçCHIP LEDµãÁÁ¡°ÊýÖÇÖ®¹â¡± 91̨£¡ Ó¯·åÇéÐζÔÃɹŹú×î´ó¶©µ¥Õýʽ·¢³µ£¡ ÖÐæÚʵҵ×Ó¹«Ë¾»ñÆÀÊ¡¼¶ÂÌÉ«¹¤³§ ÉϰëÄêı»®ÇéÐÎÔõÑù £¿Ì«±£¼¯ÍÅ×ܲÃÕÔÓÀ¸Õ£ºÑÓÐø¡°ÎȽø¼æ±¸¡±Éú³¤Ì¬ÊÆ À×¾ü£º½ñÄêСÃ×¼¯ÍÅ7000ÃûÓ¦½ìÉúÒÑËùÓб¨µ½ »ÝȪơ¾ÆÉϰëÄêʵÏÖ¾»ÀûÈóÔ¼4000ÍòÔª£¬ÖиߵȲúƷТ˳³¬Áù³ÉÊÕÈë ×ôÁ¦Ò©Òµ£ºÉϰëÄê¾»ÀûÈóͬ±ÈÔöÌí26.16% Öð¡°ÂÌ¡±¶øÐУ¬ÖúÁ¦¡°Á½É½¡±¼Ûֵת»¯ ÍòÌ©ÉúÎï2025ÄêÉϰëÄê¾»ÀûÈóͬ±ÈϽµ155.3% ·Çũǰհ£º8ÔÂÊý¾Ý¿Ö¶¨µ÷ÃÀÁª´¢½µÏ¢½Ú×࣡ÃÀÔª°ÙµãÐÐÇéÒ»´¥¼´·¢ °¬É­¹É·Ý´ó×ÚÉúÒâ³É½»308.84ÍòÔª Keep2025ÉϰëÄêÓªÊÕͬ±ÈÏ»¬20.8% ÅÌËã»ú×°±¸ÐÐÒµÉÏÊй«Ë¾²ÆÎñ×ܼàPK£ºÖд¬ºº¹âÀî»¶ÄêËê×îС£¬½ñÄê35Ë꣬ÓÚ2021Äê11ÔÂ×îÏÈÈÎÖ° ÖÜÒ»ÔçÅÌ£ºÃÀ¹ÉÆÚ»õ±ä»»²»´ó »ª¶û½ÖÆÚ´ýÒªº¦Í¨ÕÍÊý¾Ý ÃÀÖмκÍ2025ÄêÖÐÆÚÒµ¼¨£ºÖÊ×ÓÖÎÁÆÓëAIË«ÂÖÇý¶¯ ëÀûÈóŤ¿÷Ϊӯ ½ñÄêÎÒ¹úÖÇÄÜËãÁ¦¹æÄ£ÔöÌí½«³¬40% ¡°Õæ½ð°×Òø¡±Ö§³ÖÏûºÄ Á½Ïî´û¿îÌùÏ¢Õþ²ß³ǫ̈ Ëɾ°¿Æ¼¼Î¯ÈÎÂå¶û´ïΪ×ÔÁ¦²ÆÎñÕÕÁÏ ºèºÏ¿Æ¼¼ÁÁÏà2025 ISVEÉîÛÚ(¹ú¼Ê)ÖÇ»ÛÏÔʾչ£¬ÒÔAI+ÉÌÓó¡¾°¸³ÄÜÊý×Ö»¯ÐÂδÀ´ 2·ÖÖÓ£¬±ÊÖ±ÕÇÍ££¡A¹ÉÕâ¸ö°å¿é£¬ÕûÌåÒ춯À­Éý£¡ ¹úÁֿƼ¼£º³¬ÉùÏ´åªÕñ×Ó²»ÊÊÓÃÓÚÕ×Éù²¨ СÅôÆû³µÐû²¼ÇåÎúõ辶ͼ£º2026ÄêÁ¿²úL4×Ô¶¯¼ÝÊ»Æû³µÓëÈËÐλúеÈË Â¡»ùÂÌÄÜÉϰëÄêÓªÊÕ328ÒÚ£º¿Û·Çºó¾»¿÷33ÒÚ ¸ßê²Ì×ÏÖ6ÒÚ ¸¡¿÷³¬80ÒÚ ×¨Òµ³´¹ÉÈí¼þTOP5£ºÐÂÀ˲ƾ­APP¡¢Í¬»¨Ë³¡¢¶«·½²Æ²ú¾ÓǰÈý ³¤Çà¹É·ÝÉϰëÄê¾»ÀûÈóΪ4227.78ÍòÔª ͬ±ÈÔöÌí117.75% ÂÞÓÀºÆ±¬ÁÏÒý±¬ÈÈËÑ£¡Óë»ÔÙÉÐлØÓ¦ Öܺèµt£º´óÄ£×Óʱ´úÎÄ¿ÆÉú»ò¸üÓÐÓÅÊÆ º®Îä¼ÍÔÙ±ÙÒ¥£¡ ÎÞÊÓ¹ØË°Ó°Ï죬¹º³µÕßÍÆ¶¯7ÔÂÁãÊÛÏúÊÛÔöÌí ºã¼ÎÈÚ×Ê×âÁÞÁ¥ÊôÄâÏòË÷À³±¦³öÊÛ103ÎïÒµ ËÕ´óά¸ñ£º8ÔÂ21ÈÕÕÙ¿ª¶­Ê»á¾Û»á ´ÓŤ¿÷Ϊӯµ½Éú̬À©ÕÅ£ºÈʶ«¿Ø¹É°ëÄ걨͸¶µÄ¡°ËãÁ¦¡Á¿ç¾³Ö§¸¶¡±Ò°ÐÄ ÔÚ°¶ÈËÃñ±Ò¶ÒÃÀÔª8ÔÂ15ÈÕ16:30ÊÕÅ̱¨7.1823£¬½ÏÉÏÒ»ÉúÒâÈÕϵø93µã »Æ½ðETF(518880)µ¥Èճɽ»ÆÆ41ÒÚÁìÅÜ£¡½ð¼ÛÔÙÁ¢Òì¸ß£¬Èý´ó»ú¹¹Ò»Ö¿´¶à£¡ ·ÄÖ¯ÒµÊÇÈËÐλúеÈ˵ÄÇ°ÑØÂ䵨³¡¾°£¬½Ü¿Ë¹É·Ý÷缯Ðû²¼ÐÂÆ·ÇÀ̲ǧÒÚÔªÊг¡ ú̿¡°·´ÄÚ¾í¡±ºÍ¹©Ó¦²àˢбÈÕÕÆÊÎö Ó¢ÌØ¶ûÅÌǰÕÇ3.2% ÌØÀÊÆÕ³ÆCEO³ÂÁ¢ÎäµÄÀֳɺÍáÈÆðÁ˲»Æð