投资建议：坚守“业绩为王、估值合理”原则，聚焦基本面稳健、估值匹配的标的；坚决规避六国化工、江钨装备、科森科技这类高偏离度、无业绩支撑的个股，警惕高位股补跌风险，合理控制仓位、理性参与市场。 （作者｜济安研究院，编辑｜蔡鹏程）
Donald Trump has spent much of his second term at war with science and scientists. He is cutting staff at institutions such as the Environmental Protection Agency (EPA) by a third, and has cancelled or frozen up to 8,000 federal research grants. This hasn’t just hurt individual research programmes, it has damaged America’s credibility as a reliable partner in the scientific community. It is not surprising that many researchers – one poll last year by the journal Nature gave the number of 75% – say they are considering leaving the US entirely.
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Екатерина Смирная (корреспондент отдела оперативной информации)
3.基础设施软件：本季度实现 68 亿美元，同比增长 1.4%。此前的增长，主要是受 VMware 并购整合及收费模式调整的带动（从永久许可证模式全面转向于订阅模式）。并购带来的高增长已经结束，软件业务未来增长将主要关注于 VMware 订阅模式的内生增长。