Wind数据显示，截至7月29日，南向资金今年以来累计净流入8420.02亿港元，创年度净流入金额历史新 高，为2024年同期的2倍多。其中，4月9日单日净流入355.86亿港元，创单日净流入纪录。在今年以来 南向资金交易的135个交易日中，出现净流入的交易日有114个，占比超八成。 今年以来，南向资金在港股交易占比持续提升。7月29日，南向资金成交额为1554.92亿港元，为当日港 股市场成交额的近六成。 从南向资金持仓情况来看，Wind数据显示，截至7月28日，南向资金持股数量达5256.06亿股，较2025年 初增加598.21亿股；持仓市值超过5.6万亿港元，较2025年初增加2.03万亿港元。根据今年以来截至7月 28日南向资金的净流入金额计算，今年以来南向资金浮盈达1.2万亿港元。 行业方面，南向资金对金融、信息技术、可选消费行业持仓市值居前，分别达14517.43亿港元、 11115.84亿港元、7175.67亿港元。此外，南向资金对医疗保健行业持仓市值超5300亿港元，对通讯服务 行业持仓市值超4900亿港元。 个股方面，南向资金持仓腾讯控股超过5400亿港元，持仓建设银行、中国移动、小米集团 ...

证券代码：600000证券简称：浦发银行 公告编号：临2025-047 优先股代码：360003 360008优先股简称：浦发优1 浦发优2 转债代码：110059转债简称：浦发转债 上海浦东发展银行股份有限公司 关于与中国移动通信集团有限公司 关联交易公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 2025年7月29日，公司召开董事会2025年第七次会议，审议并同意给予中国移动集团综合授信额度人民 币200亿元，授信有效期为1年。 鉴于公司核定的中国移动集团的单笔授信金额已占公司最近一期经审计净资产的0.5%以上，根据《上 海证券交易所股票上市规则》规定予以披露。 二、关联方及关联关系介绍 重要内容提示： ● 本次交易不构成重大资产重组。 ● 本次关联交易事项已经董事会风险管理与关联交易控制委员会（消费者权益保护委员会）及独立董事 专门会议审议通过，并由公司董事会批准，无需提交股东会审议。 ● 本次关联交易是公司的正常授信业务，对公司持续经营能力、损益及资产状况不构成重要影响。 一、关联交易概述 根据《银行保险机构公司 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 在刚刚闭幕的2025世界人工智能大会（WAIC）上，关于量子计算与人工智能的讨论十分热烈。 7月28日，WAIC举行第四场思辨会，邀请多位国内顶级的量子计算领域专家学者，交流"量子计算能否 为AI赋能""量子计算如何应用于AI"等相关话题。 主持这场圆桌讨论的是中国科学技术大学上海研究院执行院长陆朝阳。陆朝阳长期致力于量子物理和量 子计算的研究，取得了包括研制光量子计算原型机在内的一系列具有国际影响力的研究成果。 图灵量子也是光量子技术路线。图灵量子智算事业部销售总监葛志斌告诉记者，公司成立于2021年，四 年内完成五轮融资。最近一次融资是在今年7月21日，完成亿元战略轮融资，由盛世投资领投，重点用 于光子芯片产品化研发、产业化加速。 在量子计算路线上，国盾量子是超导路线。国盾量子量子计算相关负责人张栩菁告诉记者，量子计算和 AI双方有着非常重要的促进作用，两者结合到一起，会产生"1+1>2"的效果。量子计算未必是人工智能 的终极答案，但是人工智能的终极答案一定会有量子计算的身影。 从竞争趋势来看，张栩菁介绍，"目前全球有4台量子计算机 ...

Key Points - The top three stocks with net inflow of southbound funds are BYD Company (01211) with 14.916 billion, Yinhua Fund (02800) with 7.287 billion, and Hang Seng China Enterprises (02828) with 2.288 billion [1][2] - The top three stocks with net outflow of southbound funds are Kuaishou-W (01024) with -0.667 billion, China Mobile (00941) with -0.519 billion, and WuXi Biologics (02269) with -0.322 billion [1][2] - In terms of net inflow ratio, BYD Company (01211) leads with 439.44%, followed by Bank of China Aviation Leasing (02588) with 61.50%, and Shenzhen Expressway Company (00548) with 58.69% [1][2] - The top three stocks with the highest net outflow ratio are Chongqing Rural Commercial Bank (03618) at -59.13%, Swire Properties (01972) at -49.77%, and Standard Chartered Group (02888) at -46.27% [1][2] Net Inflow Rankings - The top ten stocks by net inflow include: - BYD Company (01211): 14.916 billion, 439.44%, closing price 129.600 (-1.89%) [2] - Yinhua Fund (02800): 7.287 billion, 32.42%, closing price 25.880 (-1.07%) [2] - Hang Seng China Enterprises (02828): 2.288 billion, 13.81%, closing price 93.620 (-1.10%) [2] Net Outflow Rankings - The top ten stocks by net outflow include: - Kuaishou-W (01024): -0.667 billion, -13.47%, closing price 72.500 (-4.86%) [2] - China Mobile (00941): -0.519 billion, -28.60%, closing price 86.550 (-0.86%) [2] - WuXi Biologics (02269): -0.322 billion, -11.41%, closing price 31.500 (+5.53%) [2] Net Inflow Ratio Rankings - The top stocks by net inflow ratio include: - BYD Company (01211): 439.44%, 14.916 billion, closing price 129.600 (-1.89%) [2] - Bank of China Aviation Leasing (02588): 61.50%, 24.3857 million, closing price 74.700 (0.00%) [3] - Shenzhen Expressway Company (00548): 58.69%, 10.1284 million, closing price 6.900 (-0.43%) [3] Net Outflow Ratio Rankings - The top stocks by net outflow ratio include: - Chongqing Rural Commercial Bank: -59.13%, -1.08 billion, closing price 6.430 (-3.89%) [3] - Swire Properties (01972): -49.77%, -23.1478 million, closing price 20.550 (-0.48%) [3] - Standard Chartered Group (02888): -46.27%, -76.9779 million, closing price 142.500 (-0.70%) [3]

Core Viewpoint - Southbound capital has significantly increased its investment in the Hong Kong stock market this year, leading to a historical net inflow of over 840 billion HKD, surpassing previous records and contributing to a strong performance in the market [1][2]. Group 1: Southbound Capital Inflows - As of July 29, 2023, southbound capital has recorded a cumulative net inflow of 8420.02 billion HKD, marking a historical high for the year and more than double the inflow of the same period in 2024 [1][2]. - The daily net inflow peaked on April 9, 2023, with 355.86 billion HKD, setting a record for single-day inflows [1]. - In 135 trading days this year, there were net inflow days on 114 occasions, accounting for over 80% of the trading days [1]. Group 2: Market Performance - The Hang Seng Index has risen over 27% year-to-date, while the Hang Seng Technology Index has increased by over 26% [1][3]. - Major stocks with market capitalizations exceeding 1 trillion HKD have all seen gains, with Xiaomi Group-W up over 60% and Tencent Holdings up over 34% [1][4]. - The Hong Kong stock market has outperformed major global markets, with the Hang Seng Index, Hang Seng China Enterprises Index, and Hang Seng Technology Index showing respective increases of 27.24%, 25.46%, and 26.33% [3]. Group 3: Sector and Stock Performance - Southbound capital has heavily invested in the financial, information technology, and consumer discretionary sectors, with holdings valued at 14517.43 billion HKD, 11115.84 billion HKD, and 7175.67 billion HKD respectively [2][3]. - Notable individual stock holdings include Tencent Holdings at over 5400 billion HKD, and other significant investments in China Mobile, Xiaomi Group-W, and Alibaba-W, each exceeding 2000 billion HKD [2][3]. Group 4: Valuation and Future Outlook - The rolling P/E ratio of the Hang Seng Index has increased to 10.49 times, up from 8.96 times at the beginning of the year, indicating a rise in market valuation [5][6]. - Analysts predict that southbound capital inflows could exceed 1 trillion HKD for the year, although the pace may slow in the second half [6][7]. - The overall market sentiment remains positive, with expectations of continued upward movement supported by improved fundamentals and ongoing capital inflows [6][7].

公告编号：临2025-045 证券代码：600000证券简称：浦发银行 优先股代码：360003 360008优先股简称：浦发优1 浦发优2 转债代码：110059转债简称：浦发转债 上海浦东发展银行股份有限公司 董事会2025年第七次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 上海浦东发展银行股份有限公司（以下简称"公司"）董事会2025年第七次会议于2025年7月29日以书面 传签方式召开，会议通知及会议文件于2025年7月18日以电子邮件方式发出。应参加会议董事11名，实 际参加会议董事11名，符合《公司法》及《公司章程》关于召开董事会法定人数的规定，表决所形成的 决议合法、有效。公司监事、高级管理人员通过审阅会议资料方式列席本次会议。 会议审议并经表决通过了： 1.《公司关于与中国移动通信集团有限公司关联交易的议案》 （董事薄今纲、朱毅因关联关系回避表决） 同意：9票 弃权：0票 反对：0票 2.《公司关于修订〈外包风险管理办法〉的议案》 同意：11票 弃权：0票 反对：0票 3.《公司关于零售个贷分 ...

Group 1 - The core viewpoint of the articles highlights the critical role of telecommunications operators in disaster response and communication assurance during severe flooding in China, utilizing advanced technologies such as drones, portable satellite stations, and AI models [1][2] - Hebei province has experienced significant rainfall since July 24, leading to power outages and communication line damages, with drones being used to transport cables across rivers for repairs [1] - China Unicom has implemented AI, 5G, and digital twin technologies to shift from passive emergency responses to proactive disaster prevention, enhancing their data analysis capabilities [1] Group 2 - China Mobile announced a one-month free Beidou messaging service for Beijing users, allowing them to send emergency messages without network signals, thereby improving communication during emergencies [2]

Group 1 - The list of the top 50 AI computing power companies in China has been revealed, highlighting key players in the industry [1] - Among optical module companies, the top three with high return on equity are Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication [1] - In the core computing hardware and equipment sector, Inspur Information ranks among the top three globally in server market share and is a leader in AI servers [1][3] Group 2 - Sugon is recognized as a leading domestic supercomputer manufacturer with self-controlled liquid cooling data center technology [1] - China Mobile has built a strong data center infrastructure and operates large-scale intelligent computing centers [1] - China Telecom's Tianyi Cloud ranks among the top three in domestic market share [1] Group 3 - Inspur Information leads in global cloud computing server shipments [3] - The domestic high-performance server market is dominated by Industrial Fulian and Sugon [3] - ZTE ranks third in domestic telecom server shipments [3] Group 4 - The top 50 AI computing power companies include leaders in various sectors such as power equipment, UPS manufacturing, and data center cooling solutions [4][5][7] - Companies like Keda Data and Yishite are recognized as leading manufacturers in the UPS market [5] - Yingwei Teng is noted as a leader in industrial control equipment variable frequency drives [5] Group 5 - The list of top AI computing power companies also features domestic leaders in CPU, AI computing chips, and GPU sectors, including Haiguang Information and Jingjia Micro [9] - Chip manufacturers like Chipone and Unisoc are recognized for their contributions to the semiconductor industry [9] Group 6 - Major IDC service providers in China include China Telecom, China Mobile, and China Unicom, with significant market shares [12] - Third-party IDC providers such as Century Internet and Data Port are also highlighted for their market positions [12]

在刚刚闭幕的2025世界人工智能大会（WAIC）上，关于量子计算与人工智能的讨论十分热烈。 7月28日，WAIC举行第四场思辨会，邀请多位国内顶级的量子计算领域专家学者，交流"量子计算能否 为AI赋能""量子计算如何应用于AI"等相关话题。 主持这场圆桌讨论的是中国科学技术大学上海研究院执行院长陆朝阳。陆朝阳长期致力于量子物理和量 子计算的研究，取得了包括研制光量子计算原型机在内的一系列具有国际影响力的研究成果。 WAIC展览馆也有量子计算公司的身影。在展览馆地下一层Future Tech创新孵化展区，北京玻色量子、 上海图灵量子两家公司相邻。 参与圆桌讨论的嘉宾包括"祖冲之号"量子计算机总师、中国科学技术大学教授朱晓波，上海期智研究院 PI（首席研究员）、复旦大学物理学系教授李晓鹏，清华大学量子信息中心长聘副教授邓东灵，香港大 学计算与数据科学学院助理教授赵琦等。 专家们认为，量子计算适合解决人工智能的部分问题，特定条件下对识别、语言模型等有加速作用。对 于量子计算当前的应用能力，外界有一定炒作，无论是科研界、产业界、投资界都应保持耐心，不要急 于求成。 玻色量子相关负责人介绍，公司专注于光量子技术路线，目 ...

暴雨摧毁下，中国移动、电信、联通、铁塔均第一时间响应，深入密云、怀柔、延庆、平谷等灾区腹地，抢修基础通信。目前，上述地区通信部分恢复。 转自：贝壳财经 7月27日在密云区、28日在怀柔区，一架无人机缓缓升空。这是北京移动启动无人机基站用于应急通信的缩影。7月29日，中国移动无人机在密云继续起飞， 预计覆盖北庄镇11个行政村中的10个村。 据央视新闻消息，本轮强降雨以来，截至28日24时，北京全市平均降水量165.9毫米，最大降水量在密云郎房峪和朱家峪，达到543.4毫米；最大降水强度出 现在怀柔东峪，26日22时-26日23时降水95.3毫米。连续极端强降雨造成重大灾害。受灾地区道路损毁31处，涉及兴阳线、西火路等16条线路仍未修通；136 个村电力中断，通信设施共损毁光缆62条、基站退服1825个。 密云、怀柔、延庆、平谷部分基站恢复 中国电信相关负责人表示，截至7月28日14时，中国电信累计派出保障人员334人次，投入卫星通信车6辆，应急及抢修车30辆，便携式卫星背包站20个，卫 星电话及天通猫78部，抽水泵22台，各类发电机30台。目前中国电信在密云、怀柔、延庆所有行政村均已实现通联。 7月27日，中国 ...