Channel News Asia
중도 성향
IT/기술
IT/기술 · "WEIGH" · 총 44건
필터 보기현재 지수
50.2
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 74,568건을 분석한 결과, 뉴스 심리지수는 50.2(균형)입니다. 긍정 3,730건(5.0%)·중립 69,020건(92.6%)·부정 1,818건(2.4%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 15.2(중도 균형)입니다.
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The artificial intelligence frenzy has made Zhongji Innolight, a supplier of optical modules to US hyperscalers, the biggest constituent of China’s stock benchmark, highlighting AI’s profound impact on the world’s second-largest equity market. The northern Shandong province-based company had a 5 per cent weighting on the CSI 300 Index on Friday, making it the largest of the 300 most valuable stocks on the Shanghai and Shenzhen exchanges. The index’s weighting is based on the market...
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Gemma 4 12B uses a new encoding scheme and token prediction to punch above its weight.
Meta is rolling out a new feature to limit harmful content shown to teenagers as part of a broader push to better protect kids online in the wake of two landmark verdicts against the company. The setting, called Limited Content, will limit specific types of content, such as posts about weightlifting, nutrition and anxiety coping...
Anthropic filed for an IPO and Alphabet is seeking to raise $80 billion, even as Middle East tensions weigh on sentiment
The shares of Indian IT companies including Infosys, TCS and others continued to record sharp gains on Tuesday, pushing the Nifty IT over 3% higher even as the broader Nifty index slipped into the deep red.The Nifty IT index extended gains for the third consecutive session, jumping around 7% during the period to hit a high of 30,785 on Tuesday. Nifty crashed 3% during the same time to trade below 23,250.Infosys shares gained more than 4% to trade at Rs 1,257.90 apiece in the morning trading hours of Tuesday. The heavyweight IT stock has now gained nearly 9% in just three sessions. The shares of Tata Consultancy Services (TCS) meanwhile jumped around 3.5%.Mphasis and LTI Mindtree shares jumped nearly 3% each, while HCL Technologies, Coforge, Tech Mahindra and Persistent Systems shares jumped around 2% each. Wipro shares were trading in the green with marginal gains.What’s driving the rally in IT stocks?The sharp surge in IT stocks comes after a significant decline earlier this year, following the launch of plug-ins for AI startup Anthropic's Claude Cowork agent, which could automate tasks across legal, sales, marketing, and data analysis. "We call it the ‘SaaSpocalypse,’ an apocalypse for software-as-a-service stocks," Bloomberg quoted Jeffrey Favuzza from the equity trading desk at Jefferies.While analysts continue to debate the future of IT companies following fresh AI advancements, investors were quick to analyse the cheap valuations, leading to some pockets of buying. Nuvama, in its note, had highlighted that the IT sector is setting up for a powerful comeback, not a collapse after the brutal AI-driven selloff.“We see no existential threat from Gen-AI,” the brokerage writes, arguing that enterprises will still need a “system integrator” to customise plug-and-play AI and software tools for their highly complex, brownfield technology stacks and to take ownership when “the system fails at 2 am.”The latest round of buying also comes ahead of the Federal Reserve’s policy meeting next month, which would be the first under Chair Kevin Warsh. US President Donald Trump had selected Warsh partly on expectations that he would support lower borrowing costs to stimulate economic growth. However, rising inflation raised questions over the possibility of lowering rates."Indian IT firms are following suit of American companies like Anthropic and OpenAI by taking up contracts and tie-ups which are perceived as promising by investors," said Gaurav Sharma, head of Research, Globe Capital.Arbind Maheswari from BofA Securities told ET Now that the market globally is attracting flow towards only one story, at the front and centre of it is tech and AI. It is hard to pull away from that fact with a near-term vision. “There are people who believe that the whole business model of Indian IT services is put to question by the AI trade. The other side is that IT services companies will evolve and adapt and they have enough cash flow, they have the resilience, and they have shown this in the past where there were threats that seemed existential for the IT services space. This time obviously it is much bigger and it could last longer but I am sure there is enough that these companies have in them both in terms of depth of management and business models that they can evolve to adapt to the new AI world,” he added.Wipro to acquire additional stake in Aggne Global for $28.5 millionWipro announced that it will acquire an additional 20% stake in US-based insurtech company Aggne Global Inc through an all-cash transaction worth $28.5 million. The company said the transaction is expected to be completed by June 5.Earlier this year, the company acquired Mindsprint for $375 million as part of a broader $1 billion transaction with its parent, Olam Group. It also purchased select customer contracts from US-based Alpha Net Consulting LLC and its subsidiaries for $71 million.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
Mumbai: Information technology stocks surged on Monday, dodging a weak broader market, with the Nifty IT index closing at its highest level since April 23, as attractive valuations and recent AI-led partnerships drew investor interest and prompted traders to build some fresh long positions.The Nifty IT index advanced 2.7%, its strongest single-day gain in nearly two weeks (since May 19), even as the benchmark Nifty declined 0.7%. Tech Mahindra, Infosys and LTM rose 3.7% each, while Persistent Systems gained 3.6%. Coforge and Oracle Financial Services Software advanced 2.6% and 2.1%, respectively."Indian IT firms are following suit of American companies like Anthropic and OpenAI by taking up contracts and tie-ups which are perceived as promising by investors," said Gaurav Sharma, head of Research, Globe Capital.Wipro's expanded Agentic AI partnership with ServiceNow and Coforge's acquisition of Encora have helped ease concerns that had weighed on the sector earlier due to AI-linked disruption fears.The rebound comes after a sharp underperformance this year. The Nifty IT index has fallen over 21% so far in 2026, compared with a 10.5% decline in the benchmark Nifty. The recent momentum has turned positive, with the IT index gaining about 3% over the past week, while the Nifty has fallen 2.7%.131452365"The open interest has doubled in the past couple of months in large-cap IT stocks, indicating a huge build-up of short positions," said Jay Vora, Technical Analyst, Mirae Asset Sharekhan. "On Monday, while short positions remained as is, traders built fresh long positions in the space."Vora said that a more meaningful short covering rally would require stocks to move above key technical levels, with most large-cap names currently 2-3% below their 40-day exponential moving averages."There are short positions in the midcap IT companies as well, but it is not as significant as the large caps," he said.The rebound in IT shares is also on account of valuations falling below 10-year averages following the recent sell-off."Large-cap names like TCS and Infosys are trading at mouthwatering levels, close to 16-17 times Price to Earnings, while midcap companies like Coforge, Oracle and Mphasis are around 20-30 times PE, which are attractive," Sharma said.While near-term volatility may persist, valuations remain compelling over a two-to-three-year horizon, he said. Sharma's top picks are OFSS, Tech Mahindra, Coforge and Mphasis, and recommends IT Exchange Traded Funds for retail investors.The momentum favours IT stocks now, though the index is nearing key hurdles."Technically, the Nifty IT index has immediate support established at the 29,300-28,900 zone, while initial resistance is positioned at 30,500, with a broader multi-week position of 31,200," said Nischal Jain, Quant Researcher, Share.Market by PhonePe.Sharma said the Nifty IT index is on the verge of a breakout from an inverse head and shoulder pattern, which could extend the rally towards 31,500.
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Children born after 2013 are the first generation to grow up fully immersed in digital systems, which weren’t designed with them in mind. One‑third of the world’s Internet users are younger than 18, according to UNICEF, yet these systems shaping their daily lives were built for adults. They were optimized for engagement and designed long before people understood how profoundly digital environments influence children. For engineers and technical professionals, online safety is not an abstract policy debate. It is a design challenge that demands rigor, systems thinking, and ethical foresight. Governments around the world are also beginning to recognize the problem. Policymakers from across Australia, Brazil, the European Union, Indonesia, and the United States are responding to risks engineers have long understood: Addictive features, inappropriate content, opaque data practices, and algorithmic systems shape user behavior in ways that their creators did not fully predict. For years, technology moved faster than governance. Now governance is trying to catch up. Global Shift Toward Design Reform Supporting National Digital Ambitions In Athens this year I met with senior leaders of Greek government agencies and key national research institutions. Greece is moving quickly on digital transformation and responsible technology governance, and our discussions reinforced IEEE’s role as a trusted, neutral collaborator. We focused on supporting Greece’s ambitions in digital modernization and public‑sector innovation. We also discussed responsible AI and age-appropriate digital design in Europe and elsewhere. These engagements, grounded in shared values and long‑term commitment, strengthened IEEE’s presence within the European ecosystem and opened new pathways for collaboration on trustworthy AI and child‑focused digital well‑being. The European Union and the United Kingdom have been among the first to act, embedding age‑appropriate digital design into their broader children’s rights agenda. Drawing on IEEE expertise and global best practices, Indonesia is the first country in Asia, and Brazil is the first country in Latin America, to adopt age-appropriate design regulation. Australia is aiming to limit access to harmful content and addictive design features through age restrictions on certain platforms. And in the United States, in addition to federal efforts, states including California, New York, and Utah are enacting approaches including age-appropriate design principles. Across these efforts, a shared realization is emerging. Protecting children online is not simply about filtering content or adding parental controls. It requires rethinking the architecture of digital systems regarding how data is collected, how algorithms make decisions, how interfaces influence attention, and how AI interacts with the developing minds of young users. Engineers and technical professionals understand that design choices are never neutral. They encode values, incentives, and assumptions. When the user is a child, those choices carry greater weight. This is where IEEE’s work becomes more essential. Protecting Children Online For more than a decade, IEEE has been building technical and ethical foundations for safer digital experiences. The first IEEE standard on age-appropriate design in 2021 marked a turning point. It offers a structured, principled approach to designing with children’s rights in mind. The Institute’s 2022 article “Use a New IEEE Standard to Design a Safer Digital World for Kids” highlights how the standard helps translate those principles into engineering practice. Today the IEEE Standards Association’s (SA) Trustworthy Digital Experiences portfolio provides a practical, technically grounded framework for governments and industry. Spanning ethical design, data governance, algorithmic transparency, and child‑focused digital well‑being, it has already initiated discussions with government stakeholders around the world. This work helps bridge the gap between engineering realities and policy ambitions. No single country can solve these challenges alone. Many policymakers lack access to the combined expertise in technology, governance, and children’s rights needed to act quickly and effectively. This collaborative effort helps close that gap. The stakes are high. Without coordinated action, public policy will continue to lag behind technology, leaving children exposed to risks that could have been mitigated through thoughtful design. But with the right frameworks, governments can ensure digital systems respect children’s rights, support healthy development, and promote well‑being. IEEE’s emerging standards and collaborative technology policy work offer a path forward. By grounding national efforts in evidence‑based, rights-aligned design principles, IEEE is helping governments move from reactive regulation to proactive, coherent, and globally informed strategies for protecting children online. Safeguarding childhood in the digital age is both a moral imperative and an engineering challenge. And IEEE is helping to lead the way. —Mary Ellen Randall IEEE president and CEO Please share your thoughts with me: president@ieee.org. This article appears in the June 2026 print issue.
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“Not in my backyard” is the rallying cry of citizens everywhere resisting projects proposed for their locality. Whether it’s affordable housing, a waste treatment plant, or a new data center, they may recognize the benefit of the activity. They just don’t want it near them. And the roots of that resistance differ from place to place. When it comes to the ongoing transition from fossil fuels to renewables, companies and policymakers need to know where, exactly, people are coming from. The Italian island of Sardinia is a textbook example. As IEEE Spectrum’s power and energy editor Emily Waltz discovered when she traveled there last October, Sardinian opposition to wind and solar projects runs deep. It spurred a quarter of the voting population to queue up in public squares in 2024 to sign a petition banning all construction of renewable energy. Waltz was surprised. She went there to see a promising new grid-scale energy storage system that uses domes inflated with carbon dioxide. While reporting on that project, she interviewed residents, engineers, activists, and professors about their attitudes toward climate change and the Italian government’s grand plans for renewable energy on the island. And Waltz soon learned of Sardinians’ profound antipathy toward renewable energy and its deep ties to a history of invasion, occupation, and exploitation stretching back 2,700 years. It started with the Phoenicians and then extended through the Romans, the Byzantines, and the Iberians. Sardinia was absorbed into a newly unified Italy in 1861, and it became an autonomous region of Italy in 1948. The island’s population is justifiably suspicious of outsiders, including the Italian government. “When you’re in Sardinia, the weight of history—you can feel it like in the air,” Waltz told me. “And it gets passed down from one generation to the next.” Now, Italy needs Sardinia to produce even more power to meet the country’s climate goals—something that Sardinians see as Rome’s problem, not theirs. “Sardinia already exports about 30 percent of its electricity. It’s not like they need more,” Waltz says. “So it’s hard to make the case to build, build, build.” The result of Waltz’s old-fashioned shoe leather reporting is this month’s cover story. She notes that the Sardinians she talked to aren’t climate-change deniers, and they don’t object to renewables per se. They just don’t like the way corporations and Italian policymakers are trying to plug into Sardinia like it’s one giant battery rather than the home of an ancient and proud people. “I think Sardinians would be more receptive to renewable projects if it was more of a ground-up, grassroots approach,” Waltz says. Indeed, this homegrown approach is already working in some places in Sardinia. She knows of more than 50 projects, called energy communities, where the residents are deploying renewables themselves. The idea also holds promise for other places struggling to get locals to buy into the renewable-energy transition. The Sardinian experience is both a cautionary tale and a blueprint. Ignore the weight of history that communities carry and your project risks failure. Meet the people where they are and you might just get somewhere. The same lesson applies whether you’re in Sulawesi or sub-Saharan Africa. You just have to show up to learn it.
Shares of Indian IT companies, including heavyweights Infosys, Tech Mahindra, TCS and Persistent Systems jumped up to 5% on Monday as multiple tailwinds boosted investor sentiment, pushing the Nifty IT index up around 3% to emerge as the top sectoral gainer.The index rose to 29,905 in the morning trading hours of Monday, extending sharp gains for the second consecutive session. The index has now jumped nearly 4% over two days.The sharp surge in IT stocks comes after a significant decline earlier this year, following the launch of plug-ins for AI startup Anthropic's Claude Cowork agent, which could automate tasks across legal, sales, marketing, and data analysis. "We call it the ‘SaaSpocalypse,’ an apocalypse for software-as-a-service stocks," Bloomberg quoted Jeffrey Favuzza from the equity trading desk at Jefferies as saying.While doomsday prophets continue to debate the future of IT companies following fresh AI advancements, investors were quick to analyse the cheap valuations, leading to some pockets of buying. Nuvama, in its note, had highlighted that the IT sector is setting up for a powerful comeback, not a collapse after the brutal AI-driven selloff.“We see no existential threat from Gen-AI,” the brokerage writes, arguing that enterprises will still need a “system integrator” to customise plug-and-play AI and software tools for their highly complex, brownfield technology stacks and to take ownership when “the system fails at 2 am.”Also read: Reports of my death are greatly exaggerated! Why Nuvama is screaming buy on all top 10 IT stocksThe latest round of buying also comes ahead of the Federal Reserve’s policy meeting next month, which would be the first under Chair Kevin Warsh. US President Donald Trump had selected Warsh partly on expectations that he would support lower borrowing costs to stimulate economic growth. However, rising inflation raised questions over the possibility of lowering rates.Technical view on Nifty ITThe Nifty IT index has witnessed a strong rebound after taking support near its crucial support zone, indicating the possibility of a short-term recovery in the sector, Kunal Kamble, Senior Technical Research Analyst at Bonanza had said. “On the hourly time frame, the index is currently forming an inverse Head and Shoulders pattern. A decisive breakout is seen above the neckline of this pattern and has triggered further upside momentum in the index. Such a move is likely to positively impact heavyweight IT stocks that share a high correlation with the index, including Infosys, Tata Consultancy Services, and HCL Technologies,” he added.Technically, the analyst had suggested that if the index manages to sustain above the 29,650 mark, it may open the door for a further recovery towards the 31,280 zone in the near term. However, he added that the current price action appears to be a retracement within the broader trend rather than a complete trend reversal. Therefore, traders should approach the sector with a cautious outlook.“Aggressive or high-risk traders may consider short-term trading opportunities in select IT counters, provided the index maintains strength above key support levels. On the downside, a breach below 28,800 could once again invite selling pressure across the Nifty IT index and associated IT stocks, potentially weakening the ongoing recovery structure,” he said.IT stocksPersistent Systems shares were the top gainers on the Nifty IT index, jumping nearly 5%. Infosys shares followed, surging nearly 4%. Mphasis, Tech Mahindra, LTI Mindtree and Coforge shares gained over 3% each.Also read: Wockhardt shares rocket 19% after FDA approval for antibiotic targeting drug-resistant infectionsTata Consultancy Services (TCS) and OFSS shares jumped around 2% each, while HCL Technologies and Wipro shares gained around 1% each.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)