Application Software

CS&S

CS&S released FY2025 Q4 earnings on April 23 After-Market (BJT), actual revenue CNY 1.904 B, actual EPS CNY 0.0879

CS&S released FY2026 Q1 earnings during market hours on April 23 (BJT), actual revenue CNY 709.49 M, actual EPS CNY -0.08

CS&S released FY2025 Annual Earnings on April 23 After-Market (BJT), actual revenue CNY 5.102 B (forecast CNY 5.62 B), actual EPS CNY -0.05 (forecast CNY 0.05)

CS&S to Release FY2025 Earnings on April 24 After-Market (BJT), Forecast Revenue CNY 5.62 B, EPS CNY 0.05

CS&S to Release FY2026 Q1 Earnings Report on April 24 During-Market BJT

CS&S released FY2025 Q3 earnings on October 29 Pre-Market (BJT), actual revenue CNY 955.94 M, actual EPS CNY -0.0312

CS&S released FY2025 9 Months earnings on October 29 Pre-Market (BJT), actual revenue CNY 3.198 B, actual EPS CNY -0.124

CS&S to Release FY2025 Q3 Earnings on October 30, Pre-Market BJT

CS&S released FY2025 Semi-Annual earnings on August 27 After-Market (BJT), actual revenue CNY 2.242 B, actual EPS CNY -0.09

CS&S released FY2025 Q2 earnings on August 27 After-Market (BJT), actual revenue CNY 1.601 B, actual EPS CNY 0.0071

CS&S to Release FY2025 Semi-Annual Earnings on August 28, 2025 (BJT)

Galaxy Kylin OS Applied in Financial Core Business Systems by ChinaSoft and Kyligence

China Software Expected to Report Loss in H1 2025 but with Reduced Loss

Huazheng Index Publishes ESG Rating Results for China Software

China Software Engaged in a Block Trade

China Software Registers New Smart Taxation Software Copyright

China Software Approved for 定向 Issuance of Shares to Specific Parties

China Software Participates in Kylin Software's Equity Financing, Introduces China Mobile Capital

HSBC Experts See Bullish Outlook for Chinese Stocks and Gold

Chinese Software Subscribes No More Than 2 billion Yuan to Kyligence Software's Equity Increase

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MSFL

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Chinese hackers reportedly breached the American Embassy in Cuba during a period of heightened tensions under President Trump, who threatened a naval blockade. The cyber firm Gambit Security found that the hackers compromised the emails of 68 officials, including the Cuban ambassador. This breach exploited vulnerabilities in outdated Microsoft Exchange servers and highlights ongoing cyberespionage amid geopolitical conflicts. The situation raises concerns about China's growing influence in Cuba and its implications for U.S. national security, as noted by House Intelligence Committee Chairman Rick Crawford.

ZeroHedge

CHINASOFT INT'L

Global X Cloud Computing ETF

iShares US Digital Infrastructure and Real Estate ETF

GraniteShares 2x Long MSFT Daily ETF

Franklin Exponential Data ETF

SPDR S&P Software

Guotai CSI Computer Theme ETF

ISHRS S&P Glb It

Direxion Daily MSFT Bear 1x Shares

Pacer Data & Infrastructure Real Estate ETF

Proshares Big Data Refiners ETF

Direxion Daily MSFT Bull 2X Shares

iShares Expanded Tech Software Sector ETF

Tianhong CSI Computer Theme ETF

Global X Data Center & Dgtl Infrs ETF

T-Rex 2X Long Microsoft Daily Target ETF

YieldMax MSFT Option Income Strategy ETF

Microsoft

Chinese Hackers Spied On Cuban Embassy As Trump Ramped Up Blockade Threats

CRMG

MSFT

MSFY

The software sector is facing challenges, with stocks like Microsoft struggling recently. Analyst Kirk Materne identifies three potential catalysts for recovery: increased adoption of usage-based metrics, narrowing performance gaps with semiconductor stocks, and necessary cost-cutting measures by software companies. Despite a tough quarter, there is cautious optimism for companies like Microsoft, Salesforce, and Snowflake, provided they can demonstrate the financial benefits of AI investments.

- The software sector faces challenges, with Microsoft and other stocks struggling after significant losses in Q1.  
- Analyst Kirk Materne identifies three themes to watch: the adoption of usage-based metrics, narrowing performance gaps with semiconductor stocks, and necessary cost-cutting measures by software companies.  
- While immediate recovery is uncertain, there is potential upside for key players like Microsoft and Salesforce if they can demonstrate the profitability of AI investments.

Dow Jones

Leverage Shares 2X Long CRM Daily ETF

Salesforce

Snowflake

Kurv Yield Premium Strategy Microsoft MSFT ETF

T-Rex 2X Long SNOW Daily Target ETF

YieldMax SNOW Option Income Strategy ETF

3 factors that could get software stocks going again after a brutal stretch

The UK's Competition and Markets Authority (CMA) is investigating Microsoft's licensing policies in the cloud market, citing concerns over reduced competition. The CMA's actions follow a broader inquiry into the cloud services marketplace. Microsoft plans to enhance customer migration options and interoperability with other cloud providers. The investigation also addresses claims that Microsoft's software licensing practices disadvantage competitors, particularly in relation to costs for running software on rival clouds. The CMA aims to ensure fair competition as the cloud and AI markets evolve.

TheRegister

UK watchdog targets Microsoft licensing in cloud competition probe

Microsoft warns users about a multi-stage attack exploiting WhatsApp messages to deliver malicious Microsoft Installer (MSI) packages. The attack begins with a WhatsApp message containing harmful Visual Basic Script (VBS) files, tricking recipients into executing them. This leads to the creation of hidden folders and the use of legitimate Windows utilities for malicious purposes. Attackers then deploy MSI installers to gain remote access to victims' systems, allowing data theft and further malware deployment. Microsoft advises user education on recognizing suspicious messages to combat such threats.

The Register

Don't open that WhatsApp message, Microsoft warns

Microsoft hires former Allen Institute for AI CEO under Mustafa Suleyman

businessinsider

Microsoft hires former Allen Institute for AI CEO under Mustafa Suleyman

HSBC Qianhai pointed out that the emergence of OpenClaw has driven a surge in Token consumption, with demand elasticity for AI infrastructure and IDC business on the rise. Chinese models are continuously increasing their global Token share due to higher cost-effectiveness

Wallstreetcn

From "devouring" to "benefiting," CS&S is expected to enjoy "lobster meat"!

Microsoft is updating its Copilot App to integrate web browsing directly into the assistant, allowing links to open in a side panel instead of the default browser. This feature aims to maintain context during conversations, but raises concerns about user data privacy and competition. Critics, including Vivaldi's Technical Communications Officer, argue that this could undermine user preferences and browser competition. The update is currently in preview and will be rolled out gradually, with some features being added or removed as Microsoft iterates on the experience.

CS&S(600536.SH)

Chinese Hackers Spied On Cuban Embassy As Trump Ramped Up Blockade Threats

3 factors that could get software stocks going again after a brutal stretch

UK watchdog targets Microsoft licensing in cloud competition probe

Don't open that WhatsApp message, Microsoft warns

Microsoft hires former Allen Institute for AI CEO under Mustafa Suleyman

From "devouring" to "benefiting," CS&S is expected to enjoy "lobster meat"!

Microsoft Copilot to hijack your browser... for your own convenience

Morgan Stanley Says You Should Buy the Dip in These 3 Software Stocks