#行情 三六零午后一度10%涨停。 ...

Group 1 - The stock of company 360 in the A-share market reached the daily limit, indicating strong investor interest and confidence [1] - The trading volume exceeded 4.2 billion, reflecting significant market activity and liquidity [1]

Group 1 - The China Industrial and Information Technology Ministry has deployed key tasks for the second half of the year, emphasizing the promotion of "AI + manufacturing" actions and strengthening foundational research and key application scenarios [2] - Several state-owned enterprises have initiated actions in line with the ministry's directives, including the establishment of the AI + New Industrialization Innovation Research Institute by China Mobile and the launch of an integrated AI service platform by China Telecom [2] - The national-level AI platform "Huanxin Community" was introduced to promote the maturity of domestic AI technologies and industry ecosystems, aggregating data sets from 13 industries and opening up 40 high-value strategic AI scenarios from 16 state-owned enterprises [2] Group 2 - The Xinchuang ETF (562570) has seen a strong increase of 1.65% as of July 31, with constituent stocks such as Yonyou Network rising by 10.03% and 360 by 6.20% [1] - The Xinchuang ETF (562570) has experienced significant growth in scale, with an increase of 229 million yuan and a rise of 15.9 million shares over the past three months [1][3] - The Xinchuang ETF (562570) tracks the CSI Information Technology Application Innovation Industry Index, focusing on leading companies in AI, data computing, industrial software, and information security [3]

Core Insights - The article highlights the top 20 stocks with significant capital inflow as of July 31, with Tianfeng Securities leading at 787 million yuan [1] Group 1: Capital Inflow - Tianfeng Securities received an inflow of 787 million yuan [1] - Nord Shares followed with an inflow of 743 million yuan [1] - Yidian Tianxia attracted 700 million yuan in capital [1] - Yongyou Network saw an inflow of 679 million yuan [1] - 360 Technology had an inflow of 668 million yuan [1] - Cambridge Technology received 645 million yuan [1] - Inspur Information attracted 603 million yuan [1] - XD Industrial Wealth saw an inflow of 590 million yuan [1] - Leo Holdings received 566 million yuan [1] - Changying Precision attracted 514 million yuan [1] - Tianfu Communication saw an inflow of 432 million yuan [1] - Cambrian AI received 415 million yuan [1] - Great Wall Military Industry attracted 405 million yuan [1] - Nanxing Shares saw an inflow of 338 million yuan [1] - Kunlun Wanwei received 303 million yuan [1] - Zhongji Xuchuang attracted 299 million yuan [1] - Shenghong Technology saw an inflow of 294 million yuan [1] - Hengbao Shares received 292 million yuan [1] - BlueFocus Communication attracted 271 million yuan [1] - Jiechang Drive saw an inflow of 249 million yuan [1]

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 计算机行业上市公司财务总监PK：三六零2024年营利双降，CFO张海龙年薪474万元全行业最高，折合 日薪近2万元 数据显示，截止7月29日，A股市场共有5817家上市公司。作为上市公司核心管理层关键成员，财务总 监CFO不仅需要确保公司财务稳健、资金高效运转，更需要从财务视角为公司的战略制定提供支撑，其 能力与决策直接影响公司的财务健康、战略成败、资本市场形象乃至生存风险。据2024年年报显示，去 年A股CFO（财务总监、财务负责人等）薪酬合计达42.43亿元，平均薪酬76.03万元。 分行业来看，计算机行业信息完备的上市公司CFO共有394位，2024年CFO平均薪酬为74.05万元，在31 个申万一级行业中排名第18位，CFO薪资水平处于行业中游。其中，三六零CFO张海龙薪资水平最高， 为474.33万元/年，换算为日薪为1.91万元。 CFO薪酬集中在100万元以下 超一线与长珠三角地区的薪酬水平更高 此外，从地域分布的角度来看，超一线城市与长珠三角地区的董秘薪酬水平显然更有优势。其中，北 京、上海两地的2024年CFO ...

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘年龄多在40-44岁之间 本硕学历占比超九成 除去6位年龄信息缺失的董秘，其余353位董秘的年龄分布在30到60岁之间，且其年龄分布呈现典型的倒 U型特征，其中40-44岁年龄段的董秘数量最多，为107位。而高薪年龄段则还要上移，计算机行业董秘 薪酬在45-49岁达到顶峰，为86.27万元。 此外，从地域分布的角度来看，超一线城市与长珠三角地区的董秘薪酬水平显然更有优势。其中，北 京、上海两地的2024年董秘平均薪酬分别为72.09万元、80.92万元，分别位列第10和第5，浙江、江苏、 广东平均薪酬分别为70.99万元、72.48万元、83.31万元，分别位列第11、第9、第4。虽然辽宁、湖北、 天津的董秘平均薪酬位列行业前3，但由于三地计算机行业上市公司较少，因此并不具备代表性。 数据显示，截止7月29日，A股市场共有5817家上市公司。董秘作为连接投资者与上市公司的"桥梁"， 在上市公司资本运作中发挥着关键作用。据2024年年报显示，去年A股董秘薪酬合计达40.86亿元，平均 薪酬75.43万元。 分行业来看，计算机行 ...

Group 1 - The AI sector showed resilience in the market, with companies like Jin Modern (300830) and Zhi De Mai (300785) rising over 10% [1] - Other companies such as Youke De, San Liu Ling (601360), BlueFocus (300058), Berry Genomics (000710), and New Zhisoft also experienced upward movement [1]

Group 1 - The core viewpoint of the article highlights the strong performance of AI application stocks, driven by a surge in AI hardware stocks, with companies like 易点天下 and 值得买 both rising over 10% [1] - The stock 用友网络 reached its daily limit increase, while 鼎捷数智 and 三六零 saw increases of over 5% [1] - Other companies such as 福昕软件, 拓尔思, and 新致软件 also experienced upward movement in their stock prices [1] Group 2 - According to incomplete statistics, the total number of personal user registrations for large model applications has exceeded 3.1 billion [1] - The total number of API call users has surpassed 159 million [1]

Group 1: Computer Sector Performance - The three major indices opened mixed on July 31, with the computer sector experiencing a volatile rise [1] - The Computer ETF (159998) rose by 1.08% during the session, with a trading volume exceeding 500 million yuan, leading among similar products [1] - Over 80% of the component stocks in the Computer ETF were in the green, with notable gains from companies like Yonyou Network (over 8% increase) and others such as 360 and Kingsoft [1] - As of July 29, the Computer ETF (159998) had a year-to-date net inflow rate exceeding 67%, ranking first among similar products [1] Group 2: AI and Technology Developments - Baidu is testing an AI application entry point on its desktop search homepage, allowing users to access AI applications directly [1] - The integrated AI applications come from Baidu's Wenxin AI platform and external quality AI applications, with full rollout expected soon [1] - Meta reported Q2 revenue of $47.52 billion, a 22% year-on-year increase, and a net profit of $18.34 billion, up 36% [2] - Microsoft announced Q2 revenue of $76.44 billion, an 18% year-on-year increase, with Azure and other cloud services revenue growing by 39% [2] - The domestic AI model's evolution is expected to accelerate commercial applications, shifting AI commercialization from tools to assistants [3] - The AI industry is entering a new phase of training and deployment efficiency improvements, with a focus on platform internet companies and AI ecosystem enterprises [3]

Group 1 - The A-share cybersecurity sector experienced a volatile rebound, with notable stocks such as Digital Certification hitting a 20% daily limit increase [1] - Other companies that saw gains include Xiling Information, Haohan Depth, 360 Security Technology, Ruijie Networks, Huasheng Tiancai, and Feile Audio [1]