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7月17日南向资金净买入18.55亿港元
7月17日恒生指数下跌0.08%,报收24498.95点,全天南向资金通过港股通渠道合计净买入18.55亿港 元。 证券时报·数据宝统计,7月17日港股通全天合计成交金额为1347.23亿港元,成交净买入18.55亿港元。 具体来看,沪市港股通成交金额851.21亿港元,成交净买入16.68亿港元;深市港股通成交金额496.02亿 港元,成交净买入1.87亿港元。 成交活跃股方面,沪市港股通前十大成交活跃股中,小米集团-W成交额为38.09亿港元,成交金额居 首;其次是国泰君安国际、阿里巴巴-W,成交金额分别为37.54亿港元、34.26亿港元。以净买卖金额统 计,小米集团-W净买入额为6.06亿港元,净买入金额居首,该股收盘股价下跌2.01%。净卖出金额最多 的是泡泡玛特,净卖出4.78亿港元,收盘股价下跌0.87%。 深市港股通前十大成交活跃股中,成交额居首的是小米集团-W,成交金额26.80亿港元;其次是阿里巴 巴-W、理想汽车-W,成交金额分别为17.77亿港元、17.20亿港元。以净买卖金额统计,有4只股为净买 入,净买入金额最多的是美团-W,净买入3.30亿港元,该股收盘上涨1.13%。净卖出金额 ...
南向资金今日成交活跃股名单(7月17日)
| 代码 | 简称 | 成交金额(万港元) | 成交净买入(万港元) | 今日涨跌幅(%) | | --- | --- | --- | --- | --- | | 03690 | 美团-W | 284102.50 | 60573.58 | 1.13 | | 00939 | 建设银行 | 170296.95 | 59085.07 | -0.95 | | 01810 | 小米集团-W | 648807.54 | 31548.18 | -2.01 | | 00354 | 中国软件国际 | 225381.97 | 12733.82 | 12.75 | | 01788 | 国泰君安国际 | 502477.84 | 11952.65 | -0.16 | | 02015 | 理想汽车-W | 371693.95 | 8664.30 | 9.73 | | 09988 | 阿里巴巴-W | 520295.10 | 8153.49 | -1.14 | | 00981 | 中芯国际 | 250990.66 | 5384.85 | 1.98 | | 01349 | 复旦张江 | 179142.01 | 323.15 | 14.29 ...
南向资金7月17日净买入超18亿港元:加仓美团-W6.06亿港元
Jin Rong Jie· 2025-07-17 11:06
建设银行今日跌0.95%,沪港股通净买入5.91亿港元。 小米集团W今日跌2.01%,沪港股通净买入6.06亿港元,深港股通净卖出29012.90万港元。 7月17日消息,南向资金今日成交1347.23亿港元,净流入约18.55亿港元。其中沪港股通净流入约16.68 亿港元,深港股通净流入约1.87亿港元 交易所数据显示,7月17日南向资金动向: 大幅净买入:美团-W(03690.HK)6.06亿港元、建设银行(00939.HK)5.91亿港元、小米集团- W(01810.HK)3.15亿港元、中国软件国际(00354.HK)1.27亿港元、国泰君安国际(01788.HK)1.20亿港元、 理想汽车-W(02015.HK)8664.30万港元。 大幅净卖出:泡泡玛特(09992.HK)84433.22万港元、腾讯控股(00700.HK)37945.53万港元、康方生物 (09926.HK)7617.74万港元。 成交详情 美团W今日涨1.13%,沪港股通净买入2.76亿港元,深港股通净买入3.30亿港元。 中国软件国际今日涨12.75%,沪港股通净买入7967.28万港元,深港股通净买入4766.54万港元。 ...
智通港股通活跃成交|7月17日
智通财经网· 2025-07-17 11:01
沪港通(南向)十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 小米集团-W(01810) | 26.80 亿元 | -2.90 亿元 | | 阿里巴巴-W(09988) | 17.77 亿元 | +5136.09 万元 | | 理想汽车-W(02015) | 17.20 亿元 | +2.91 亿元 | | 腾讯控股(00700) | 16.27 亿元 | -3.79 亿元 | | 泡泡玛特(09992) | 13.16 亿元 | -3.66 亿元 | | 国泰君安国际(01788) | 12.71 亿元 | -2511.12 万元 | | 美团-W(03690) | 11.72 亿元 | +3.30 亿元 | | 中芯国际(00981) | 11.11 亿元 | -2972.34 万元 | | 康方生物(09926) | 9.44 亿元 | -7617.74 万元 | | 中国软件国际(00354) | 7.43 亿元 | +4766.54 万元 | 智通财经APP获悉,2025年7月17日当天,小米集团-W(01810)、国泰君安国际(01788) ...
中国软件国际(00354.HK)7月17日收盘上涨12.75%,成交22.35亿港元
Jin Rong Jie· 2025-07-17 08:33
7月17日,截至港股收盘,恒生指数下跌0.08%,报24498.95点。中国软件国际(00354.HK)收报5.75港 元/股,上涨12.75%,成交量3.96亿股,成交额22.35亿港元,振幅19.61%。 最近一个月来,中国软件国际累计涨幅0.99%,今年来累计跌幅0.71%,跑输恒生指数22.22%的涨幅。 财务数据显示,截至2024年12月31日,中国软件国际实现营业总收入169.51亿元,同比减少0.97%;归 母净利润5.13亿元,同比减少28.1%;毛利率22.07%,资产负债率37.94%。 (以上内容为金融界基于公开消息,由程序或算法智能生成,不作为投资建议或交易依据。) 本文源自:金融界 作者:行情君 机构评级方面,目前暂无机构对该股做出投资评级建议。 行业估值方面,软件服务行业市盈率(TTM)平均值为-10.97倍,行业中值-2.66倍。中国软件国际市盈 率25.16倍,行业排名第39位;其他驴迹科技(01745.HK)为3.68倍、京投交通科技(01522.HK)为 3.75倍、黄河实业(00318.HK)为5.33倍、自动系统(00771.HK)为5.53倍、禅游科技(02660.H ...
计算机周报20250713:金融科技之后,国产算力与AI应用怎么看?-20250713
Minsheng Securities· 2025-07-13 13:45
Investment Rating - The report maintains a positive investment rating for the domestic computing power and AI application sectors, highlighting significant growth potential in these areas [6]. Core Insights - A new round of AI "arms race" has commenced globally, with the release of major models like Grok4 and Kimi K2 expected to significantly boost domestic computing power demand and application ecosystems [4][10]. - The report emphasizes the importance of focusing on domestic AI computing power, particularly in chip design, advanced wafer manufacturing, and liquid cooling technologies [4]. - Various AI application sectors are highlighted, including office automation, programming, terminal AI, ERP/CRM, judicial applications, financial/taxation services, education, healthcare, and customer service [4]. Summary by Sections Market Review - During the week of July 7-11, the CSI 300 index rose by 0.82%, the SME index increased by 0.73%, and the ChiNext index saw a rise of 2.36%. The computer sector (CITIC) experienced a growth of 3.37% [2]. Industry News - Notable company developments include Zhuoyi Information's plan to reduce its shareholding by up to 2,271,445 shares, representing no more than 1.88% of total shares [3]. - Wanjie Technology received nine invention patent certificates from the National Intellectual Property Administration [3]. Weekly Insights - The report suggests focusing on key players in the domestic AI computing power sector, such as Cambrian and Haiguang Information in chip design, and SMIC in advanced wafer manufacturing [4]. - The report also identifies various AI application companies across different sectors, including Kingsoft Office, Hehe Information, and Keda Xunfei in office automation and education [4]. Recent Developments - The report outlines significant investments and acquisitions in the AI sector, including Amazon's potential additional investment in Anthropic and Google's acquisition of AI programming startup Windsurf's core talent and technology [16][17]. - The report notes that xAI, led by Elon Musk, is negotiating a new funding round that could value the company at up to $200 billion, reflecting the growing interest and investment in AI technologies [10][18]. AI Application Ecosystem - The report highlights the rapid growth of AI applications, with OpenAI and Anthropic achieving annual recurring revenues (ARR) of $10 billion and $3 billion, respectively [22]. - Domestic AI applications like deepseek and Doubao are showing significant commercial potential, with user engagement metrics comparable to leading international AI applications [22]. Global AI Company Rankings - The report provides a ranking of global AI companies based on their ARR, with OpenAI leading at $10 billion, followed by Anthropic at $3.008 billion [23].
港股概念追踪 | 国办加快推进“AI+政务”改革 政务服务数字化转型再提速(附概念股)
智通财经网· 2025-07-08 23:34
Group 1: Policy and Development - The State Council issued an opinion to enhance the "efficient handling of key matters" mechanism, emphasizing efficient resource allocation and the prevention of waste in government services [1] - The opinion aims to promote the application of new technologies like AI in government services while ensuring safety and improving user experience [1][2] - China's digital government development index (EGDI) improved from 0.8119 in 2022 to 0.8718 in 2024, ranking 35th globally, an increase of 8 places from 2022 [2] Group 2: Market Growth and Trends - The overall market size for government cloud services in 2024 is projected to be 93.94 billion RMB, with a year-on-year growth of 18.4% [2] - The dedicated government cloud market is expected to reach 66.33 billion RMB, growing by 19.0% year-on-year, while the public government cloud market is projected at 17.24 billion RMB, with a growth of 12.2% [2] - The cloud operation service market is anticipated to grow by 26.1%, reaching 10.36 billion RMB [2] Group 3: Industry Insights - The government cloud market is experiencing stable growth, with infrastructure holding a significant market share, driven by increased demand for computing power due to AI model development [3] - The integration of AI in government services is expected to enhance efficiency and reduce costs, with a broad market potential across various sectors like procurement, finance, and taxation [3] - The push for AI in government services is largely driven by top-down initiatives, indicating a rapid implementation of AI+government services [3] Group 4: Key Companies and Innovations - China Telecom is focusing on "AI + digital government" initiatives, leveraging data value and enhancing security in public services [4] - SenseTime, a leading AI algorithm provider, is applying its technology in smart city and public management projects, improving service efficiency through AI solutions [4] - China Software International is providing comprehensive AI + government services, helping governments transition to intelligent operations through AI, big data, and cloud computing [4] - Tencent is utilizing its social media platforms and cloud capabilities to create digital solutions for public services, integrating various government services into its ecosystem [5]
赛道Hyper | 中软联合硅基流动破局数智转型
Hua Er Jie Jian Wen· 2025-07-08 12:11
Core Viewpoint - The strategic partnership between ChinaSoft International and Beijing Silicon Flow Technology marks a significant step in addressing industry pain points and advancing digital transformation in enterprises, indicating a new phase of collaborative efforts in the digital intelligence wave [1][2]. Group 1: Partnership Overview - ChinaSoft International has over 20 years of experience in various industries, including finance, telecommunications, and manufacturing, with a portfolio of more than 1,000 large-scale projects [2]. - Silicon Flow Technology, established in August 2023, focuses on AI infrastructure and has made notable achievements in adapting domestic chips, enhancing model efficiency on Ascend chips [2][3]. - The collaboration aims to tackle the "last mile" issue in enterprise digital transformation by leveraging the complementary strengths of both companies [2]. Group 2: Technological Developments - In February 2025, Silicon Flow launched the DeepSeek R1/V3 inference service in collaboration with Huawei Cloud, achieving performance comparable to high-end GPU deployments [4]. - The partnership has developed four core platforms that address key aspects of enterprise digital transformation, creating a complete ecosystem from computing power support to application implementation [4][5]. Group 3: Platform Features - The high-performance AI platform integrates AI algorithms and computing resources to assist enterprises in data analysis, particularly beneficial in the financial sector for investment decision-making and risk assessment [5]. - The model service platform offers various AI model resources for customized development, enabling businesses to create tailored solutions, such as product recommendation models in e-commerce [6]. - The knowledge management platform organizes internal and external knowledge for efficient employee access, enhancing problem-solving capabilities in manufacturing [7]. - The intelligent application development platform allows enterprises to automate business processes, such as developing intelligent customer service applications to handle high volumes of inquiries during peak sales periods [8]. Group 4: Future Directions - The partnership is expected to expand into sectors like energy, transportation, and education, focusing on AI-driven solutions such as intelligent grid scheduling and personalized learning platforms [10]. - This collaboration not only addresses current digital transformation challenges but also proposes a replicable and scalable model for other enterprises, encouraging further exploration in the digital intelligence landscape [11].
中国软件国际(00354)与硅基流动达成战略合作协议 共促AI算力与智能应用创新
智通财经网· 2025-06-23 09:08
Core Viewpoint - China Software International (00354) has signed a strategic cooperation agreement with Beijing Silicon Flow Technology Co., Ltd. to jointly develop solutions that accelerate computing power and AI full-stack services, empowering enterprises in their digital transformation [1][2]. Group 1: Strategic Cooperation - The agreement aims to create a solution that integrates high-performance AI platforms with heterogeneous computing power, vector databases, graph databases, and search engines [1]. - The joint solution includes four core platforms: high-performance AI platform, model service platform, knowledge management platform, and intelligent application development platform [1][2]. Group 2: Implementation and Support - The "Three Stages and Nine Steps" AI professional service will be utilized to optimize customer model development efficiency and performance [2]. - Silicon Flow will provide product and technical support, while China Software International will handle project implementation and custom AI application development [2]. Group 3: Future Collaboration - The two companies will deepen their strategic collaboration to help enterprises seize AI opportunities and accelerate the large-scale application of technology [2]. - Key industries targeted for intelligent transformation include energy, finance, government, transportation, manufacturing, and public services [2].
最全北京软件开发公司前沿技术革新比较强
Sou Hu Cai Jing· 2025-06-11 09:12
北京软件企业的场景创新之路 在政策与人才双重驱动下,北京软件产业规模较三年前增长38%,工业软件与人工智能企业占比已突破 三成。这里不再有悬浮于实验室的技术,只有深入港口调度系统、医院数据流、课堂交互界面的数字力 量——它们正悄然重塑产业运行的DNA。 锐智互动:跨行业的数字化架构师 当教育遇上科技,锐智互动用代码搭建起智慧桥梁。为某高校设计的智慧校园管理系统,打通了教务、 后勤及安防模块的壁垒,使跨部门协作效率提升35%。而他们开发的"AI个性化学习平台",通过知识图 谱动态规划学习路径,成功助力学生平均成绩提升20%。 他们的技术触角并未止步于教育: 低代码与AI的融合,让复杂系统开发像拼装乐高般高效。当医院管理者在后台实时查看资源调度热力 图,或教师收到AI自动生成的学情分析报告时,技术价值已在场景中自然显现。 中软国际:政府信息化的长期同行者 深耕政务信息化领域多年,中软国际的身影出现在六个国家级"十二金"工程中——从金税、金卡到金盾 工程。当某市居民在线办理社保缴纳或企业提交电子税务申报时,很可能正使用着他们参与构建的数字 通道。 锐智开高:实体经济的物联引擎 走进洋山港,集装箱吊桥在5G网络下精准 ...