Group 1 - The core viewpoint of the report is that Yonyou Network (600588.SH) is rated as outperforming the market with a target price of 18.82 yuan [2] - Q2 revenue has returned to a growth trajectory, and the trend of contract signing is positive [2] - Profit and cash flow are continuously improving, indicating a shift towards high-quality development [2] - The launch of Yonyou ZhiYou 3.0 marks a new phase in intelligent management, with multi-agent collaboration becoming a new paradigm for enterprise AI applications [2]

截至2025年8月1日 09:51，中证软件服务指数上涨0.29%，成分股深信服上涨5.32%，卫宁健康上涨3.31%，中国软件上涨1.90%，东华软件上涨1.73%，同花 顺上涨1.55%。软件ETF(159852)上涨0.35%。 流动性方面，软件ETF盘中换手2.51%，成交1.29亿元。拉长时间看，截至7月31日，软件ETF近1周日均成交4.07亿元，排名可比基金第一。 规模方面，软件ETF近1周规模增长1618.51万元，实现显著增长，新增规模位居可比基金第一。资金流入方面，拉长时间看，软件ETF近5个交易日内有4日 资金净流入，合计"吸金"1.48亿元。 截至7月31日，软件ETF近3年净值上涨8.43%。从收益能力看，截至2025年7月31日，软件ETF自成立以来，最高单月回报为39.35%，最长连涨月数为3个 月，最长连涨涨幅为69.40%，上涨月份平均收益率为9.75%。 7月31日国务院常务会议召开，会议审议通过《关于深入实施"人工智能+"行动的意见》。会议指出，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 ...

Group 1 - The technology sector in the US saw a significant rise, leading to a new high for the Nasdaq index [1] - The AI industry chain in the A-share market performed exceptionally well, with AI ETF (515070) holdings such as Youyuan Network (600588) rising by 8.05%, Deepin Technology (300454) by 6.75%, and others showing similar gains [1] - The AI ETF (515070) accumulated over a 10% increase in July [1] Group 2 - The State Council meeting approved the "Artificial Intelligence +" action plan, emphasizing the acceleration of AI technology iteration and the promotion of large-scale commercial applications [1] - The plan aims to leverage China's complete industrial system, large market scale, and rich application scenarios to enhance the integration of AI in various economic and social development areas [1] Group 3 - CITIC Securities believes that the next-generation large models will be a key variable determining the prospects of the AI industry [2] - The research framework for the next-generation large models will analyze aspects such as model foundation, performance, ecosystem, and industry, with expectations of achieving 2-3 times the parameter scale and nearly 10 times the intelligence level [2] - Breakthroughs in logical reasoning, native multimodal capabilities, and memory systems in next-generation large models will accelerate the application in high-value complex industry scenarios [2]

Core Insights - The China AI 50 concept index rose by 0.99% as of July 31, ranking 9th among concept sectors, with 30 stocks increasing in value, led by Yingweike, which hit the daily limit, and notable gains from Youfu Network, Deepin Technology, and Youkede, which rose by 8.05%, 6.75%, and 6.29% respectively [1][2] Market Performance - The top-performing concept sectors included Liquid Cooling Servers (+1.86%), Zhizhu AI (+1.73%), and Assisted Reproduction (+1.72%), while the worst performers were Special Steel Concept (-3.20%) and Low-E Glass (-3.07%) [2] - The China AI 50 concept saw a net inflow of 2.507 billion yuan, with 31 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflows, led by Youfu Network with 867 million yuan [2][3] Fund Flow Analysis - The stocks with the highest net inflow ratios included Yingweike (37.56%), Youfu Network (30.76%), and China Telecom (20.54%) [3] - The top stocks in the China AI 50 concept based on net inflow included Youfu Network, Hanwha Technology, and Inspur Information, with net inflows of 867.33 million yuan, 604.78 million yuan, and 569.68 million yuan respectively [3][4]

Group 1 - The financial and tax digitalization concept index rose by 1.11%, ranking 8th among concept sectors, with 36 stocks increasing in value [1] - Notable gainers in the financial and tax digitalization sector included Digital Certification, which hit a 20% limit up, and Huibo Yuntong, Yonyou Network, and Yongxin Zhicheng, which rose by 13.31%, 8.05%, and 7.88% respectively [1] - The sector saw a net inflow of 1.579 billion yuan from main funds, with 37 stocks receiving net inflows, and 5 stocks exceeding 100 million yuan in net inflow [2] Group 2 - Yonyou Network led the net inflow with 867.33 million yuan, followed by Digital Certification, Dou Shen Education, and Hand Information with net inflows of 216.85 million yuan, 180 million yuan, and 143 million yuan respectively [2][3] - The net inflow ratios for Yonyou Network, Digital Certification, and Yuanguang Software were 30.76%, 17.21%, and 15.94% respectively, indicating strong investor interest [3] - The financial and tax digitalization sector's performance was contrasted by declines in other sectors, such as special steel and low-radiation glass, which fell by 3.20% and 3.07% respectively [2]

沪指7月31日下跌1.18%，申万所属行业中，今日上涨的有2个，涨幅居前的行业为计算机、通信，涨幅 分别为0.39%、0.06%。计算机行业位居今日涨幅榜首位。跌幅居前的行业为钢铁、有色金属，跌幅分 别为4.08%、3.19%。 资金面上看，两市主力资金全天净流出569.34亿元，主力资金净流入的行业仅有3个，计算机行业净流 入资金38.69亿元；银行行业净流入资金17.02亿元；传媒行业净流入资金2.22亿元。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601360 | 三六零 | 6.20 | 7.74 | 121067.81 | | 600588 | 用友网络 | 8.05 | 5.26 | 86733.13 | | 000034 | 神州数码 | 7.25 | 17.89 | 86242.50 | | 002261 | 拓维信息 | 3.31 | 13.14 | 58453.12 | | 000977 | 浪潮信息 | 1.44 | 7.54 | 56968.32 | | 60041 ...

证券之星消息，7月31日软件开发板块较上一交易日上涨0.66%，*ST广道领涨。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。软件开发板块个股涨跌见下表： 从资金流向上来看，当日软件开发板块主力资金净流入9.0亿元，游资资金净流出16.47亿元，散户资金净 流入7.47亿元。软件开发板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601360 | 三六零 | = 11.33 Z | 18.37% | -4.56 Z | -7.39% | -6.77亿 | -10.98% | | 600588 用友网络 | | 8.81亿 | 31.24% | -3.81 亿 | -13.52% | -5.00 Z | -17.72% | | 002261 拓维信息 | | 6.16 | 12.65% | -2.18 Z- | -4.48% | -3.98 ...

序号代码名称最新价涨跌幅主力净流入主力净占比1600588用友网络15.848.058.81亿元31.24%2002230科 大讯飞48.780.762.28亿元8.28%3002424贵州百灵5.9410.01.62亿元25.05%4000066中国长城15.080.531.48 亿元9.22%5601567三星医疗22.494.319964.21万元8.45%6300253卫宁健康10.870.747197.68万元 3.72%7300003乐普医疗15.560.846230.96万元5.49%8835207众诚科技30.165.684773.57万元 16.65%9300520科大国创24.941.634149.02万元8.25%10600839四川长虹9.860.23256.73万元3.47% 来源：金融界 7月31日，互联医疗概念上涨0.01%，今日主力资金流入3508.33万元，概念股38只上涨，55只下跌。 主力资金净流入居前的分别为用友网络（8.81亿元）、科大讯飞（2.28亿元）、贵州百灵（1.62亿 元）、中国长城（1.48亿元）、三星医疗（9964.21万元）。 ...

作者：金股通 截至7月31日收盘回顾，主力资金流入前20的股票分别为：三六零（11.33亿元）、易点天下（8.89亿 元）、用友网络（8.81亿元）、诺德股份（8.05亿元）、神州数码（7.60亿元）、天风证券（7.20亿 元）、长城军工（6.84亿元）、剑桥科技（6.81亿元）、拓维信息（6.16亿元）、寒武纪U（5.79亿 元）、利欧股份（5.47亿元）、XD工业富（5.43亿元）、浪潮信息（5.03亿元）、长盈精密（4.92亿 元）、川润股份（4.51亿元）、南兴股份（4.20亿元）、安科生物（4.03亿元）、农业银行（3.73亿 元）、昆仑万维（3.65亿元）、华胜天成（2.85亿元）。 本文源自：金融界 ...

Group 1 - The China Securities A500 Index (000510) experienced a decline of 1.15% as of July 31, 2025, with mixed performance among constituent stocks, including a limit-up for Yonyou Network (600588) and Digital China (000034), while Daqo New Energy (688303) led the decline [1] - The A500 ETF leader (563800) recorded a turnover of 7.8% during the trading session, with a total transaction volume of 1.31 billion yuan, and has an average daily transaction volume of 1.934 billion yuan over the past year [1] - The latest scale of the A500 ETF leader reached 16.79 billion yuan, with a net value increase of 11.13% over the past six months [2] Group 2 - The A500 ETF leader has achieved a maximum monthly return of 3.55% since its inception, with the longest consecutive monthly gains being two months and a maximum gain of 5.34% [2] - The A500 Index is designed to reflect the overall performance of 500 representative listed companies across various industries, balancing traditional and emerging sectors, including increased weight in pharmaceuticals, new energy, and computing [2] - Recent data from the National Bureau of Statistics indicates that the revenue of industrial enterprises above designated size increased by 2.5% year-on-year in the first half of 2025, while profits decreased by 1.8%, suggesting positive signals for economic recovery and corporate profit stabilization [3]