1.安凯微公告称，安凯微于2025年8月1日推出AK1037系列低功耗锁控SoC芯片，该系列芯片内置RISC- V内核，集成多种核心功能，具有高集成度、低功耗等特点。基于该芯片的智能门锁系统平台与"交钥 匙"应用方案也已完成，可扩展应用于智能门禁考勤、家电控制面板及充电桩等终端。 2.7月31日，东芯股份股价20CM涨停，报收于64.76元/股，创历史新高，较今年开年低点翻涨2.78倍， 公司总市值达286.4亿元。过去一周东芯股份已录得六连阳，近三个交易日股价区间涨幅达68.95%。连 日大涨之下，东芯股份于7月30日晚间发布股票交易异常波动公告。公告显示，截至该公告披露日，确 认不存在关于东芯股份的应披露而未披露的重大事项，其目前生产经营正常，生产经营未发生重大变 化。 东吴证券指出，目前国内IC设计公司已经着手将推理卡移植在国产供应链，相关的国产供应链如先进封 装等有望受益。从先进逻辑来看，2025年国内先进逻辑扩产超预期；从存储来看，按照技术迭代的周 期，明年将迎来新的迭代周期，预计会有更多项目落地。 相关ETF：公开信息显示，科创半导体ETF(588170)跟踪上证科创板半导体材料设备主题指数，囊括 ...

Core Viewpoint - The company has developed a new generation of composite copper foil that has received high market recognition and validation from several well-known customers [1] Group 1 - The composite copper foil is particularly suitable for silicon-carbon anodes and solid-state battery systems [1] - The product has been verified by multiple renowned clients, indicating strong market acceptance [1] - The company emphasizes the excellent cost-performance ratio and superior performance advantages of its new product [1]

【隔夜美股】 【市场复盘】 截至7月31日收盘，港股三大指数集体收跌，恒生指数收跌1.6%，报24773.33点；恒生科技指数收跌 0.69%，报5453.14点；国企指数收跌1.72%，报8882.95点。盘面上，AI概念股逆势走强，大型科技股普 遍下跌，大金融股、能源金属概念股、地产股等表现低迷。热点个股方面，快手涨近6.5%，阿里巴巴 跌超1%，美团跌超4.5%，小米集团跌近3%。热点ETF方面，恒生科技指数ETF（513180）收跌超 0.5%。 【南向资金】 7月31日，南向资金净买入港股131.26亿港元，7月南向资金累计净买入1356.48亿港元。截至7月31日， 今年以来南向资金累计净流入8668.42亿港元，创年度净流入额历史新高。 1、7月31日召开的国务院常务会议审议通过《关于深入实施"人工智能+"行动的意见》，并指出，当前 人工智能技术加速迭代演进，要深入实施"人工智能+"行动，大力推进人工智能规模化商业化应用，充 分发挥我国产业体系完备、市场规模大、应用场景丰富等优势，推动人工智能在经济社会发展各领域加 快普及、深度融合，形成以创新带应用、以应用促创新的良性循环。 2、8月1日，香港 ...

每经记者｜李宇彤 每经实习编辑｜余婷婷 "游戏公司需要有自己的AI（人工智能）战略，从文化、组织、人才、能力、投资等方面自上而下推动AI的落地。"在7月31日的第二十二届中国国际数字娱 乐产业大会（CDEC）上，三七互娱（维权）技术中心数据副总裁王传鹏如是说道。 会上，王传鹏发表了《让思考者做选择，让梦想家去创造——AIGC赋能游戏研运》的主题演讲。演讲中他表示，未来在AI赋能下的高效工作模式，大部分 繁琐、重复的工作内容将交给AI来执行，让思考者做选择、让梦想家去创造。 三七互娱的人工智能布局始于2018年，经过多年发展，其在人工智能领域的投入已经逐步构建起以AI能力底座为核心、涵盖智能化产品层与业务应用层的 AI架构，形成了游戏研运全链路AI赋能体系。 目前，围绕自主研发的行业大模型"小七"，三七互娱构建了40余种AI能力，应用于公司各个业务环节。演讲中，王传鹏具体举例道："在2D图片生成上，借 助人工智能我们单季度能产出超过50万张的素材，提效超过80%。此外，能产出超过300个3D资产，占比超30%。在利用人工智能后，美术团队能够将更多 精力投入到创意设计中。" 目前，包括7月11日最新上线的《斗罗大 ...

Core Viewpoint - The white liquor industry is expected to undergo significant changes in the first half of 2025 due to economic and policy influences, presenting potential investment opportunities as the sector is currently in a deep adjustment phase [1][3][4]. Group 1: Industry Changes - The white liquor industry is experiencing five major changes: 1) Product matrix transformation focusing on low-alcohol, youth-oriented, and high cost-performance products; 2) Continuous channel upgrades with companies forming platform firms to enhance channel control and balance online and offline sales; 3) Marketing strategies shifting away from "red envelope" competition to nurturing new scenarios and demographics; 4) Rational goal-setting with leading companies focusing on channel health and long-term development [1][3][4]. - The industry is transitioning from an "advertising king - channel king - brand king" phase to a "quality-price ratio" competition phase, with leading companies already positioning themselves for this shift [3]. Group 2: Investment Opportunities - The sector currently exhibits characteristics of low valuation, low expectations, low holdings, and high dividend returns, with companies like Yanghe, Luzhou Laojiao, Wuliangye, and Gujing Gongji boasting dividend yields above 4%, while Kweichow Moutai has a yield of 3.55% [4]. - The expectation is that as consumer spending gradually recovers and the strengths of leading companies become more pronounced, firms with strong barriers will be the first to achieve value re-evaluation [4]. - Investment suggestions include focusing on strong brands with resilient demand and attractive dividend returns, such as Kweichow Moutai, Wuliangye, and Shanxi Fenjiu, as well as companies like Luzhou Laojiao and others that may benefit from policy and demand changes [5].

Core Viewpoint - The report from Tianfeng Securities indicates that the Chinese liquor industry will undergo four significant changes in the first half of 2025 due to economic and policy influences, highlighting the importance of adapting to market trends and consumer preferences [1] Group 1: Changes in Product Matrix - The industry is shifting towards lower alcohol content, younger demographics, and high cost-performance products, with companies focusing on the serialization of low-alcohol products and mid-range pricing, as well as upgrading product quality [1] Group 2: Channel Upgrades - Liquor companies are enhancing channel control by establishing platform companies and balancing online and offline channels [1] Group 3: Marketing Strategies - The industry is moving away from traditional "red envelope" marketing strategies, instead focusing on cultivating new scenarios and target demographics [1] Group 4: Rational Goals - Leading liquor companies are prioritizing channel health and long-term development, adopting a rational perspective on performance growth targets [1] Group 5: Investment Opportunities - The report suggests that the price-to-earnings (PE) ratio in the liquor sector may recover before earnings per share (EPS), with a potential turning point in EPS expected in the second quarter of 2026 due to a low base effect. Current investment opportunities should focus on companies with strong brands, resilient demand, and attractive dividend returns, as well as those that can capitalize on potential recovery opportunities from policy and demand changes [1]

每经AI快讯，8月1日，韩国7月汇丰制造业PMI为48，前值48.7。 ...

每经AI快讯，8月1日，日本7月制造业PMI终值为48.9，前值48.8。 ...

每经AI快讯，华泰证券研报称，在一定温度下具备零电阻特性的超导材料在泛电力、工业、交通领域 具备广泛应用前景。相比低温超导，高温超导更高临界温度、电流、磁场的优势拓展了超导材料的应用 空间。近年来可控核聚变需求推动高温超导带材规模化降本，头部企业的生产成本已接近华泰证券测算 的工业加热、电力电缆领域应用平价线。看好核聚变需求加速释放推动高温超导经济性继续提升，打开 百亿市场空间。 ...

每经记者｜杨建 每经编辑｜彭水萍 （一）重要市场新闻 1、美股三大指数集体收跌，道指跌0.74%，纳指跌0.03%，标普500指数跌0.37%，热门科技股涨跌不 一，Meta涨超11%，微软涨近4%，盘中一度突破4万亿美元大关，最终收盘市值3.97万亿美元；Arm跌 超13%，特斯拉跌超3%，谷歌、博通跌超2%；诺和诺德跌近6%，科磊跌近5%，阿斯麦跌超3%，礼 来、辉瑞跌超2%；设计软件巨头Figma上市首日上涨256%。纳斯达克中国金龙指数涨0.66%，中概股多 数上涨，蔚来涨近8%，金山云涨超5%，阿里巴巴、哔哩哔哩、百度涨超2%。 2、国际贵金属期货普遍收跌，COMEX黄金期货跌0.31%，报3342.30美元/盎司；COMEX白银期货跌 2.51%，报36.79美元/盎司。国际油价走低，美油主力合约收跌0.91%，报69.36美元/桶；布伦特原油主 力合约跌0.86%，报71.85美元/桶。欧洲主要股指收盘全线下跌，德国DAX指数跌0.81%报24065.47点， 法国CAC40指数跌1.14%报7771.97点，英国富时100指数跌0.05%报9132.81点。 （二）行业掘金 1、7月31日，国 ...