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]

#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 ...