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 ...

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 ...

Market Overview - The A-share market experienced a decline with the Shanghai Composite Index falling by 1.18%, the Shenzhen Component Index down by 1.73%, and the ChiNext Index decreasing by 1.66% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.94 trillion yuan, an increase of 91.7 billion yuan compared to the previous trading day, with over 4,200 stocks declining [1][2] Sector Performance - Sectors such as steel, energy metals, coal mining and processing, photovoltaic equipment, and film and television cinema saw declines, while the liquid cooling server sector showed strong performance [4] - The innovative drug concept continued to perform well, with several stocks including Nanxin Pharmaceutical, Anke Bio, and Aoxiang Pharmaceutical hitting the daily limit [4] - The liquid cooling server concept had multiple stocks, including Yingweike and Icewheel Environment, reaching the daily limit [4][5] Capital Flow - Major funds saw net inflows in sectors like banking, computers, and traditional Chinese medicine, while there were net outflows in mining, paper printing, and electronic components [6] - Specific stocks such as 360, Yidian Tianxia, and Yongyou Network received net inflows of 1.133 billion yuan, 889 million yuan, and 881 million yuan respectively [6] - Conversely, Baogang Group, Dongfang Fortune, and CATL faced net outflows of 1.868 billion yuan, 1.697 billion yuan, and 1.663 billion yuan respectively [6] Institutional Insights - Galaxy Securities suggests not to make bullish moves while the Shanghai Composite Index is below the 5-day moving average, indicating a high probability of filling the gap [6] - Everbright Securities notes that market sentiment remains active, with fluctuations being a normal adjustment within the trend [7] - CITIC Securities maintains that the index is expected to continue its upward trend despite short-term fluctuations [7]

天眼查商业履历信息显示，三六零安全科技股份有限公司，成立于1992年，位于天津市，是一家以从事 互联网和相关服务为主的企业。企业注册资本699955.7879万人民币，实缴资本478505.2万人民币。公司 法定代表人为周鸿祎。 通过天眼查大数据分析，三六零安全科技股份有限公司共对外投资了11家企业，参与招投标项目707 次，专利信息428条，此外企业还拥有行政许可6个。 来源：金融界 金融界消息 截至2025年7月31日收盘，三六零（601360）报收于11.3元，上涨6.2%，换手率7.74%，成 交量542.11万手，成交金额61.67亿元。 资金流向方面，今日主力资金净流入11.33亿元，占比成交额18.37%。其中，超大单净流入11.43亿元、 占成交额18.53%，大单净流出977.09万元、占成交额0.16%，中单净流出流出45564.44万元、占成交额 7.39%，小单净流出67740.02万元、占成交额10.98%。 三六零最新一期业绩显示，截至2025一季报，公司营业总收入18.64亿元、同比增长8.39%，归属净利润 27316.60万元，同比减少149.16%，扣非净利润28242.0 ...

Group 1 - The core index of the information technology application innovation industry has risen by 1.74%, with significant gains in constituent stocks such as Yonyou Network (up 10.03%), 360 (up 7.05%), and Sangfor Technologies (up 6.94%) [1] - The Xinchuang ETF (562570) has increased by 1.59%, with a latest price of 1.34 yuan, and has seen a cumulative increase of 2.24% over the past week [1] - The trading activity of the Xinchuang ETF is robust, with a turnover rate of 15.81% and a transaction volume of 105 million yuan [1] Group 2 - The AI industry is expected to see sustained demand growth, driven by advancements in AI and domestic emphasis on the AI sector, positively impacting related supply chains such as computing power, PCB, copper cables, and optical modules [2] - The Xinchuang industry index focuses on leading companies in autonomous and controllable sectors, covering cutting-edge technology industries like AI, data computing power, industrial software, and information security [2]

星矿数据显示，今日主力资金净流入 计算机、 银行、 文化传媒等板块，净流出有色金属、电新行业、 非银金融等板块，其中有色金属板块净流出超83亿元。个股方面，三六零一度涨停，主力资金净买入 11.39亿元位居首位， 易点天下、 神州数码、 诺德股份主力资金净流入居前； 包钢股份遭净卖出超17 亿元位居首位， 长江电力、 东方财富、 北方稀土主力资金净流出额居前。 ...

Group 1 - AI application concept saw a strong rise on July 31, with companies like Yidian Tianxia (301171) hitting a 20% limit up, Huibo Yuntong (301316) rising over 16%, and others like Yongyou Network (600588) and Nanxing Co. (002757) also reaching limit up [1] - Alibaba updated its open-source Qwen 3 reasoning model, achieving significant improvements in general and deep thinking capabilities, supporting a context length of 256K and matching the performance of closed-source models like Gemini-2.5 pro and o4-mini [1] - Shanghai-based AI company Jieyue Xingchen launched its new generation foundational model Step3, which emphasizes multi-modal reasoning capabilities and aims to set a new industry standard for reasoning efficiency, with plans to open-source on July 31 [1] Group 2 - CITIC Securities noted that Alibaba's Qwen model has been open-sourced three times, and Jieyue Xingchen's new Step3 model significantly enhances reasoning efficiency, indicating a continuous improvement in domestic model capabilities [2] - The overseas AI coding sector is thriving, with GitHub Copilot projected to achieve approximately $400 million in ARR by December 2024, and Cursor surpassing $500 million in ARR, while Windsurf is expected to exceed $100 million in ARR by April 2025 [2] - Major domestic companies like ByteDance, Alibaba, and Tencent are entering the AI IDE market, which is expected to boost domestic model API usage, with ByteDance having open-sourced Coze on July 26 [2]

格隆汇7月31日｜A股三六零(601360.SH)午后封涨停板，报11.7元，股价创3月7日以来新高，截至目前 成交额放大至超43亿元。 ...

Group 1 - The stock of company 360 (601360.SH) reached a new high of 11.7 yuan, marking the highest price since March 7 [2] - The stock was observed to be trading at a limit-up, indicating strong investor interest and demand [2] - The trading volume surged to over 4.3 billion yuan, reflecting significant market activity [2]