近期，东北证券股份有限公司(以下简称"东北证券")、国盛证券有限责任公司(以下简称"国盛证券")等 多家券商相继落地恒生i2证券高净值T0服务方案。方案深度融合恒生算法总线技术优势，并结合券商业 务特色定制化部署，实现对多算法、多终端的平台化管理。这不仅显著提升智能交易能力与客户体验， 更精准满足高净值投资者多样化、个性化及多端同步的智能交易需求，助力券商构建差异化竞争力。 本报讯(记者矫月)2025年，证券智能交易工具加速普及，超20家券商密集上线App端T0算法服务。这一 曾专属于专业机构的量化工具，正伴随券商金融科技能力升级，向更广泛客群开放。 T0算法是一种日内回转交易工具，旨在帮助投资者精准抓取日内波动价差，降低持仓成本、增厚收 益。随着这项服务快速铺开，行业竞争焦点正从"有无"转向"优劣"，技术稳定性、策略多样性、用户体 验成为关键要素。 上述券商通过恒生i2证券T0算法服务方案，拓展了特色服务，显著提升了高净值客户交易服务能力与市 场竞争力。该方案集智能分析、高效执行与实时风控于一体，以四个"统一"赋能券商构建多场景下的数 字化服务能力。 目前，恒生电子（600570）股份有限公司(以下简称"恒 ...

8月5日，A股三大指数盘中走势分化，人工智能、AI算力等概念震荡走弱。热门ETF中，计算机ETF （159998）截至发稿下跌0.85%，成交额超2800万元，溢折率0.05%，盘中频现溢价交易。 据证券日报，数据显示，7月份，共有657家私募证券基金管理人参与A股调研活动，合计调研次数达 1763次，覆盖28个申万一级行业中的358家上市公司。从行业分布来看，7月份，有6个行业获得私募机 构的调研次数均不低于100次。其中，计算机行业以260次的调研频次高居榜首，涉及的上市公司数量达 到36家 中信证券表示，展望2025年H2，建议把握新一轮创新落地周期。AI主线创新继续，带动产业链上下游 落地提速，景气创新方向频出，驱动行业加速成长。综合梳理两大投资方向：1）AI产业链：重点布 局"AI主线"，看好AI应用及算力板块机遇；2）景气创新：建议关注信创、金融科技创新、特种IT等结 构性创新机遇。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） Wind实时申购赎回信息显示，计算机ETF（159998）获实时净申购达720万份。 计算机ETF（159998）跟 ...

"期货公司的高质量发展，关键在于每家期货公司都要寻求自身的特色化发展道路。"新湖期货总经理金 玉卫说，新湖期货以研究为出发点，构建了"五线四板块"投研体系，通过及时捕捉品种的趋势性机会， 为客户提供策略支持与交易性业务服务。通过资管和风险管理业务，公司既实现盈利增长，也提升客户 服务能力，形成业务良性循环。 近日，由恒生电子主办的"数智赋能新质领航"期货行业峰会在青海西宁举行。与会行业精英、专家学者 及技术先锋围绕新形势下期货公司高质量发展的金融实践、大模型思考，科技如何推动期货行业迈入更 加稳健、智能、可持续的发展新阶段等主题展开了探讨。 打造差异化竞争优势 金融科技助力期货业务发展 2025年，人工智能（下称AI）和智能化技术应用已成为深刻改变金融行业格局的核心驱动力。对期货 公司而言，积极拥抱并深度应用AI与智能化技术，是其在激烈竞争中实现转型升级、提升核心竞争力 的关键引擎。科技赋能不仅能优化现有业务流程、提升效率，更能催生新的服务模式和商业价值。 恒生电子副总裁张慧海在致辞中介绍，当前期货行业发展呈现出四个结构性趋势：政策与监管更趋完 善、品种创新与功能深化趋势显著、机构化与专业化进程加速、数智变革 ...

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。 ...

金融界8月4日消息，上证指数低开高走，中证云计算50指数 (云计算50，931469)上涨0.63%，报2522.77 点，成交额553.38亿元。 数据统计显示，中证云计算50指数近一个月上涨15.53%，近三个月上涨27.33%，年至今上涨30.99%。 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。 跟踪云计算50的公募基金包括：新华中证云计算50ETF。 从指数持仓来看，中证云计算50指数十大权重分别为：中际旭创（14.25%）、新易盛（14.08%）、中 科曙光（7.8%）、金山办公（5.55%）、浪潮信息（4.29%）、恒生电子（4.06%）、紫光股份 （3.78%）、润和软件（3.24%）、用友网络（2.52%）、拓维信息（2.48%）。 从中证云计算50指数持仓样本的行业来看，信息技术占比5 ...

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]

| 42 | 0 | 三七互娱 | 51.09 | -1 + | | --- | --- | --- | --- | --- | | 43 | | 常山北明 | 50.65 | -1 0 | | 44 | | 中国民航信息网络 | 46.97 | -1 + | | 45 | | 奇富科技 | 45.25 | -1 + | | 46 | | 岩山科技 | 44.28 | | | 47 | INESA | 云赛智联 | 42.59 | -1 + | | 48 | DHC | 东华软件 | 41.41 | | | 49 | | 银之杰 | 40.59 | | | 50 | | 阅文集团 | 39.68 | 1 t | 每日根据市值计算出前50名公司,美元港元按照当日汇率中间价折算 @ JIN10.COM D. 金十数据 | 一个交易工具 | 排名 | | 公司 | 市值(亿美元) | 排名变化 | | --- | --- | --- | --- | --- | | 1 | | 台积电 | 12199.22 | | | 2 | | 腾讯控股 | 6346.48 | | | 3 | | 阿里巴巴 | 2791.93 | ...

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]