以最新收盘价计算，科创板平均股价为34.07元，其中股价超100元的有49只，股价最高的是寒武纪。 证券时报·数据宝统计显示，科创板股今日上涨的有225只，下跌的有358只，以收盘价为基准测算，科 创板平均股价为34.07元，其中，收盘价超过100元的有49只，股价在50元至100元之间的有135只，股价 在30元至50元的有170只。 科创板股中，收盘价最高的是寒武纪，今日报收703.00元，上涨1.25%，其次是茂莱光学、金山办公 等，最新收盘价分别为360.00元、307.88元。 科创板百元股中，今日平均下跌0.50%，具体来看，今日上涨的有18只，涨幅居前的有晶品特装、炬光 科技、茂莱光学等。下跌的有31只，跌幅居前的有博瑞医药、热景生物、百济神州等。 向前追溯发现，科创板百元股最新收盘价相对发行价平均溢价353.82%，溢价幅度居前的有热景生物、 百利天恒、安集科技等，溢价幅度分别为1163.70%、1108.14%、1071.45%。 | 688213 | 思特威 | 100.99 | 1.54 | 1.86 | 电子 | | --- | --- | --- | --- | --- | --- ...

Investment Rating - The report maintains a positive outlook on the computer industry, with key targets including Kingdee International, Kingsoft Office, Hand Enterprise, Sie Consulting, Newland Digital Technology, Tongxingbao, and DBAPPSecurity [3][8]. Core Insights - UTree Technology has initiated IPO guidance, aiming to capture the trillion RMB humanoid robot market, with significant capital inflow into the embodied intelligence sector, nearly doubling in six months [3][9]. - OpenAI plans to launch GPT-5 in early August 2025, which is expected to accelerate AI commercialization, supported by Microsoft's pre-existing intelligent models and a low-threshold API strategy [3][10]. - The 2025 World Artificial Intelligence Conference (WAIC) in Shanghai is unprecedented in scale, featuring over 800 exhibitors and 3,000 cutting-edge exhibits, which will further promote global AI technology exchange and industry cooperation [3][11]. Summary by Sections UTree Technology and IPO - UTree Technology's IPO guidance marks a significant step for domestic humanoid robot firms, with over 60% global market share in quadruped/humanoid robots and a valuation exceeding 10 billion RMB [3][9]. GPT-5 Launch - GPT-5 will include main, mini, and API-only nano versions, aiming to unify OpenAI's language models and enhance AI capabilities, which is anticipated to boost market penetration [3][10]. WAIC 2025 - The WAIC will focus on core areas such as foundational models and intelligent manufacturing, showcasing innovations in generative AI and humanoid robots, thus driving AI's integration across various industries [3][11].

据火山引擎消息，近日，金山办公发布了 WPS AI 3.0——原生 Office 办公智能体"WPS灵犀"，它与 WPS Office 深度协同，在部分组件中形成左侧 Office 套件、右侧"WPS灵犀"的同屏交互形态。目 前，"WPS灵犀"已接入多款豆包大模型和火山引擎联网问答 Agent，可以交付跨场景、端到端的任务。 用户只需通过自然语言与"WPS灵犀"对话即可完成文档创作、演示文稿生成等功能，全程无需复杂操作 和外部跳转。"WPS灵犀"具备多轮对话、修改可控、格式保留等优势，是真正可用可控的 AI 助手。 ...

计算机ETF（159998）跟踪中证计算机主题指数（930651.CSI）。该指数以中证全指为样本空间，选取 涉及信息技术服务、应用软件、系统软件、电脑硬件等业务的上市公司股票作为成分股。截至8月6日， 该ETF前十大重仓股包括科大讯飞、海康威视、中科曙光、金山办公、同花顺、浪潮信息、恒生电子、 紫光股份、润和软件、三六零等龙头。计算机ETF（159998）配有场外联接基金（A类：001629/C类： 001630）。 8月7日，三大指数集体走低，截至发稿上证综指下跌0.05%，深证成指下跌0.68%，创业板指跌1%。中 证计算机主题指数(930651.CSI)跌0.73%，该指数成分股中，用友网络上涨超5%，卫宁健康上涨近3%， 三六零与虹软科技等4只个股上涨超1%。 相关ETF方面，计算机ETF（159998）截至发稿下跌0.85%。资金流向方面，该ETF上个交易日(8月6日) 净流入额为2032.42万元，截至上个交易日，已连续4个交易日"吸金"（获资金净流入），累计净流入额 为9422.46万元。截至8月6日，该ETF最新流通份额为38.65亿份，最新流通规模为36.5亿元，居全市场 计算机类ETF产 ...

Core Viewpoint - The artificial intelligence sector is experiencing significant growth, with the Sci-Tech AI ETF (588790) seeing a rise of over 15% since June, driven by strong performances from key companies in the industry [1] Group 1: Market Performance - The Sci-Tech AI ETF (588790) increased by 1.72% today, with major contributors like Aobo Zhongguang rising over 8%, Tianzhun Technology, Lingyun Light, and Lankai Technology rising over 6% [1] - Year-to-date net inflow into the Sci-Tech AI ETF (588790) reached 5.888 billion yuan, with the latest scale at 6.484 billion yuan, making it the leader in its category in terms of both capital attraction and scale [1] Group 2: Industry Drivers - The AI sector is benefiting from multiple favorable developments, including the approval of the "Artificial Intelligence +" action plan and new policies in Shanghai to support AI applications [1] - Strong financial results from Microsoft and Meta exceeded market expectations, highlighting the commercial viability of the "Cloud + AI + Ecosystem" strategy and providing a solid financial foundation for Meta's ongoing large-scale AI initiatives [1] Group 3: Future Outlook - According to Zhonghang Securities, the acceleration of the "Artificial Intelligence +" strategy indicates that the era of AI Agents is rapidly approaching, with the second half of 2025 expected to mark the "year of AI application landing" [1]

天眼查商业履历信息显示，北京金山办公软件股份有限公司，成立于2011年，位于北京市，是一家以从 事软件和信息技术服务业为主的企业。企业注册资本46181.7245万人民币，实缴资本36000万人民币。 公司法定代表人为邹涛。 通过天眼查大数据分析，北京金山办公软件股份有限公司共对外投资了17家企业，参与招投标项目540 次，知识产权方面有商标信息910条，专利信息1373条，此外企业还拥有行政许可5个。 来源：金融界 金融界消息 截至2025年8月5日收盘，金山办公（688111）报收于309.9元，下跌0.61%，换手率0.66%， 成交量3.08万手，成交金额9.57亿元。 资金流向方面，今日主力资金净流出1563.79万元，占比成交额1.63%。其中，超大单净流出1834.12万 元、占成交额1.92%，大单净流入270.33万元、占成交额0.28%，中单净流出流入3125.20万元、占成交 额3.27%，小单净流出1561.41万元、占成交额1.63%。 金山办公最新一期业绩显示，截至2025一季报，公司营业总收入13.01亿元、同比增长6.22%，归属净利 润4.03亿元，同比增长9.75%，扣非净 ...

金融界8月5日消息，上证指数高开高走，上证180高贝塔指数 (180高贝，000135)上涨0.8%，报5649.39 点，成交额745.44亿元。 数据统计显示，上证180高贝塔指数近一个月上涨5.15%，近三个月上涨12.59%，年至今上涨6.27%。 据了解，上证高、低贝塔指数系列分别以各自母指数为样本空间，根据证券过去一年的贝塔值进行由高 到低排名，选取排名靠前与靠后的证券作为各自样本，并以各自样本的贝塔值与其倒数进行加权，以表 征全市场不同贝塔属性的证券的整体走势。该指数以2002年06月28日为基日，以3299.06点为基点。 从指数持仓来看，上证180高贝塔指数十大权重分别为：国泰海通（27.34%）、中国重工（2.22%）、 中国船舶（2.09%）、通威股份（2.03%）、拓荆科技（1.94%）、恒瑞医药（1.89%）、中微公司 （1.88%）、大全能源（1.7%）、中国动力（1.67%）、金山办公（1.65%）。 从上证180高贝塔指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证180高贝塔指数持仓样本的行业来看，金融占比45.19%、工业占比22.48%、信息技术占比 1 ...

今日有1只股收盘价首次突破百元大关，上纬新材最新收盘价110.48元，今日上涨20.00%，全天换手率 5.74%，成交额23.19亿元，全天主力资金净流出1.13亿元。 向前追溯发现，科创板百元股最新收盘价相对发行价平均溢价448.25%，溢价幅度居前的有上纬新材、 热景生物、百利天恒等，溢价幅度分别为4443.07%、1105.04%、1102.27%。 以申万一级行业分类，科创板百元股较为集中的行业有电子、医药生物、计算机等，分别有20只、10 只、7只股票上榜。 以最新收盘价计算，科创板平均股价为33.85元，其中股价超100元的有48只，股价最高的是寒武纪。 证券时报·数据宝统计显示，科创板股今日上涨的有333只，下跌的有248只，以收盘价为基准测算，科 创板平均股价为33.85元，其中，收盘价超过100元的有48只，股价在50元至100元之间的有134只，股价 在30元至50元的有170只。 科创板股中，收盘价最高的是寒武纪，今日报收695.00元，上涨0.86%，其次是茂莱光学、金山办公 等，最新收盘价分别为338.93元、309.90元。 科创板百元股中，今日平均上涨0.66%，具体来看，今日 ...

Core Viewpoint - The article highlights the performance and growth potential of the AI sector in China, particularly focusing on the performance of the Sci-Tech Innovation Board AI Index and the related ETF, indicating a positive trend in investments and market interest in AI technologies [3][4][5]. Group 1: Market Performance - As of August 5, 2025, the Sci-Tech Innovation Board AI Index (950180) increased by 0.09%, with notable gains from constituent stocks such as Zhongke Xingtai (688568) up 4.29% and Aerospace Hongtu (688066) up 3.62% [3]. - The latest size of the Sci-Tech AI ETF reached 6.203 billion yuan, marking a new high since its inception and ranking first among comparable funds [4]. - The Sci-Tech AI ETF has seen a net inflow of 1.042 billion yuan in financing, with a total financing balance of 6.43 billion yuan as of the previous trading day [5]. Group 2: Investment Trends - The AI sector is experiencing rapid growth, driven by increasing demand for computing power and ongoing investments in large models, indicating a robust market environment [4]. - The Sci-Tech AI ETF has recorded a 16.89% increase in net value over the past six months, ranking first among comparable funds [5]. - The ETF's management fee is 0.50% and the custody fee is 0.10%, which are relatively low compared to similar funds [5]. Group 3: Tracking and Composition - The Sci-Tech AI ETF closely tracks the Sci-Tech Innovation Board AI Index, which includes 30 large-cap companies that provide foundational resources, technology, and application support for the AI industry [6]. - As of July 31, 2025, the top ten weighted stocks in the index accounted for 67.36% of the total index weight, indicating concentrated investment in key players within the AI sector [7].

Summary of Conference Call Records Industry or Company Involved - The records cover various industries including investment banking, machinery, energy, and pharmaceuticals, with specific mentions of companies like 徐工机械 (Xugong Machinery), 云中股份 (Yunzhong Co.), and 金山 (Kingsoft). Key Points and Arguments Investment Trends - There is a noticeable improvement in capital availability and a rebound in core DPI, indicating a potential upward trend in the market, particularly driven by overseas investment cycles [1][2] - The U.S. government is prioritizing investment in AI and technology, which may lead to accelerated investment growth despite short-term market fluctuations due to tariff negotiations and Federal Reserve actions [2] Machinery and Equipment Sector - The machinery sector, particularly companies like 徐工机械, is expected to benefit from a rebound in overseas markets and increased demand for mining machinery, which has high profit margins [4][6] - Domestic demand for construction machinery is also improving, with specific products like concrete machinery showing positive growth trends [5] Energy Sector - 云中股份, a leader in gas turbine technology, is experiencing significant order growth, particularly in exports, indicating a strong future outlook for the company [9] - The aviation engine sector is also projected to grow, with a backlog of orders indicating strong demand despite delivery challenges post-pandemic [10] Financial Performance - 徐工机械 is projected to achieve a profit of 7.9 billion this year and 10.2 billion next year, with a PE ratio of less than 10, suggesting a favorable investment opportunity [7] - 中国银河 (China Galaxy) is expected to see a profit increase of 45% to 55% year-on-year, with strong performance in the second quarter [18] Market Dynamics - The machinery and equipment sector is witnessing a cyclical recovery, with significant growth in orders and production expected in the coming quarters [4][30] - The agricultural sector, particularly in pig farming, is anticipated to face price pressures, but companies like 牧原股份 (Muyuan) are expected to benefit from policy support and improved sales prices [24][27] Technology and AI - 金山's advancements in AI technology, particularly with its WPS software, are expected to drive significant revenue growth, with a strong market position against competitors [33][35] Risks and Challenges - Potential risks include macroeconomic downturns and decreased market activity, which could impact trading volumes and overall financial performance [19] Other Important but Possibly Overlooked Content - The records highlight the importance of monitoring international market trends, particularly in the context of the Belt and Road Initiative, which is expected to enhance overseas growth opportunities for companies [6] - The impact of government policies on supply chains and pricing in various sectors, particularly in the context of export controls and domestic production regulations, is emphasized as a critical factor for future profitability [12][14]