证券时报·数据宝统计显示，恒生电子今日收盘价为34.41元，平盘报收，日换手率为3.09%，成交额为 20.05亿元，全天主力资金净流出2692.77万元，近5日该股累计下跌3.15%，近5日资金合计净流出7.11亿 元。 恒生电子8月8日大宗交易平台出现一笔成交，成交量74.00万股，成交金额2546.34万元，大宗交易成交 价为34.41元。该笔交易的买方营业部为海通证券股份有限公司杭州富春路证券营业部，卖方营业部为 中国国际金融股份有限公司北京建国门外大街证券营业部。 进一步统计，近3个月内该股累计发生11笔大宗交易，合计成交金额为1.57亿元。 两融数据显示，该股最新融资余额为37.97亿元，近5日增加1.51亿元，增幅为4.14%。（数据宝） 8月8日恒生电子大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 74.00 | 2546.34 | 34.41 | 0. ...

从中证沪港深云计算产业指数持仓样本的行业来看，信息技术占比47.34%、通信服务占比43.25%、可 选消费占比8.50%、工业占比0.91%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。当港股通范围发 生变动导致样本不再满足互联互通资格时，指数将相应调整。 跟踪SHS云计算的公募基金包括：汇添富中证沪港深云计算产业指数A、汇添富中证沪港深云计算产业 指数C、天弘中证沪港深云计算产业联接C、天弘中证沪港深云计算产业联接A、华泰柏瑞中证沪港深 云计算产业联接A、华泰柏瑞中证沪港深云计算产业联接C、华泰柏瑞中证沪港深云计算产业ETF、天 弘中证沪港深云计算产业ETF。 据了解，中证沪港深云计算产业指数从内地与香港市场中选取50只业务涉及提供云计算服务以及为云计 算提供硬件设备的上市公司证券作为指数样本，以反 ...

Group 1 - On August 8, 2025, Hang Seng Electronics executed a block trade of 740,000 shares, with a transaction value of 25.4634 million yuan, accounting for 1.25% of the total trading volume for the day [1][2] - The transaction price was 34.41 yuan, which was in line with the market closing price of 34.41 yuan [1][2] - The buying brokerage was Haitong Securities Co., Ltd., while the selling brokerage was China International Capital Corporation [2]

股票研究 /[Table_Date] 2025.08.03 2025-08-07 数智转型 AI 渗透，券商金融科技竞赛进 ——2024 年证券公司信息技术投入分析 本报告导读： 股 究 证 券 根据公开披露数据，我们整理了国内各家证券公司尤其是头部证券公司的信息技术 投入情况，并结合往年数据对证券公司的信息技术投入变化情况进行了分析。 投资要点： 告 票 研 究 行 业 专 题 研 请务必阅读正文之后的免责条款部分 研 究 报 行中 [table_Authors] [Table_Summary] 根据统计，2024 年信息技术投入金额排名前十的证券公司均为国内 综合实力排名靠前的头部证券公司，各家投入金额均超过了 10 亿 元，其中华泰证券和国泰海通投入金额超过了 20 亿元。前十名证券 公司信息技术投入金额总和为 155.79 亿元，同比 2023 年略增 1.4%， 其中七家证券公司投入金额同比增长，三家证券公司投入金额有所 下降。2024 年信息技术投入同比增速前三的证券公司分别为第一创 业证券、财达证券和光大证券，增速均超过了 20%，增速前十的证 券公司多为中小型证券公司，仅有两家投入金额超过 5 ...

Group 1 - The core viewpoint of the article highlights the collaboration between Bank of Communications and Hengsheng Electronics to explore the construction of a new asset management technology platform that aligns with Chinese characteristics and is internationally leading [1] Group 2 - The meeting involved discussions on the digital transformation of the banking industry, asset management platform construction, technology system development, and system innovation [1] - Both parties expressed their commitment to jointly explore the development of a new asset management technology platform [1]

Investment Rating - The industry investment rating is "Outperform" [31] Core Views - The report maintains a positive outlook on the development of AI applications, supported by the State Council's approval of the "Artificial Intelligence+" action plan and new policies in Shanghai to promote AI applications [1][4] - Microsoft and Meta reported financial results that exceeded market expectations, indicating strong growth in the AI and cloud sectors [1][4] - Nvidia faced scrutiny over chip security issues, highlighting the importance of technology safety in the industry [1][4] Summary by Sections Government Policies - The State Council's meeting emphasized the need for large-scale commercialization of AI applications, aiming to integrate AI across various sectors and enhance innovation ecosystems [9][10] - Shanghai's new measures include issuing 600 million yuan in computing power vouchers and 300 million yuan in model vouchers to support AI application development [10][11] Company Performance - Microsoft reported a total revenue of $281.72 billion for FY2025, a 14.93% increase year-on-year, with a net profit of $101.83 billion, up 15.54% [13][14] - Meta's Q2 revenue reached $47.52 billion, a 22% increase, with net profit growing 36% to $18.34 billion [13][14] Investment Opportunities - The report suggests focusing on investment opportunities in the "Artificial Intelligence+" and AI application sectors, highlighting companies such as Wanjun Technology, Industrial Fulian, and iFLYTEK [3][4] Industry Dynamics - The report notes that the implementation of the "Artificial Intelligence+" initiative is expected to drive innovation in foundational technologies and industries, enhancing productivity and efficiency [9][10]

恒生电子8月4日股价报34.85元，较前一交易日下跌1.91%。盘中最高触及35.40元，最低下探34.40元， 成交金额达23.80亿元。 恒生电子属于软件开发行业，公司专注于为金融机构提供IT解决方案，业务涵盖证券、基金、银行等多 个金融领域。公司总部位于浙江杭州，是国内领先的金融科技服务提供商。 从资金流向来看，8月4日主力资金净流出3.15亿元，占流通市值的0.48%。近五个交易日累计净流出 8.54亿元，占流通市值的1.3%。 风险提示：股市有风险，投资需谨慎。 ...

Market Overview - The Shanghai Composite Index rose by 0.66% on August 4, with 26 out of 28 sectors experiencing gains, led by the defense and military industry at 3.06% and machinery equipment at 1.93% [1] - The computer industry also saw an increase of 0.62% [1] Capital Flow - The net inflow of capital in the two markets was 69.49 million yuan, with 11 sectors receiving net inflows [1] - The defense and military industry had the highest net inflow of 4.366 billion yuan, followed by the machinery equipment sector with a net inflow of 3.265 billion yuan [1] - Conversely, 20 sectors experienced net outflows, with the computer industry leading at a net outflow of 2.479 billion yuan, followed by the pharmaceutical and biological sector with a net outflow of 1.685 billion yuan [1] Computer Industry Performance - Within the computer industry, 335 stocks were tracked, with 250 stocks rising and 80 stocks declining [2] - The top three stocks with the highest net inflow were Yunding Technology (2.86 billion yuan), Zhejiang University Network New (2.06 billion yuan), and Jinxi Modern (1.89 billion yuan) [2] - The stocks with the highest net outflow included Hikvision (5.67 billion yuan), Hengsheng Electronics (2.91 billion yuan), and Guiding Compass (2.77 billion yuan) [2] Computer Industry Capital Inflow - The top stocks in terms of capital inflow included: - Yunding Technology: +5.98%, 27.46% turnover, 286.16 million yuan inflow - Zhejiang University Network New: +5.94%, 17.29% turnover, 206.36 million yuan inflow - Jinxi Modern: +19.96%, 33.73% turnover, 188.86 million yuan inflow [2] Computer Industry Capital Outflow - The top stocks in terms of capital outflow included: - Hikvision: -1.86%, 1.25% turnover, -566.93 million yuan outflow - Hengsheng Electronics: -1.91%, 3.62% turnover, -290.52 million yuan outflow - Guiding Compass: -0.93%, 4.74% turnover, -277.16 million yuan outflow [4]

Group 1 - The company, Hengsheng Electronics Co., Ltd., has approved a share repurchase plan at the 2024 annual shareholders' meeting, intending to use between RMB 20 million and RMB 40 million of its own funds for the buyback [2] - As of the end of July 2025, the company has repurchased a total of 183,800 shares, representing 0.0097% of the total share capital, with a minimum purchase price of RMB 26.28 per share and a maximum price of RMB 29.99 per share, totaling approximately RMB 5,025,385 spent [2] - The company will continue to make repurchase decisions based on market conditions and will fulfill its information disclosure obligations regarding the progress of the share repurchase [3]

Group 1 - The company has approved a share repurchase plan using between RMB 20 million and RMB 40 million of its own funds to buy back shares through centralized bidding [2] - As of the end of July 2025, the company has repurchased a total of 183,800 shares, representing 0.0097% of the total share capital, with a minimum purchase price of RMB 26.28 per share and a maximum price of RMB 29.99 per share, totaling approximately RMB 5,025,385 spent [3] - The company will continue to make repurchase decisions based on market conditions and will fulfill its information disclosure obligations regarding the progress of the share repurchase [4]