优刻得是国内领先的云计算服务平台，具备自主可控的全栈式云服务能力，涵盖IaaS、PaaS、MaaS， 自有内蒙古乌兰察布与上海青浦两大数据中心，并打造了完善的算力资源管理调度平台及AI大模型训 练部署服务，具备全球范围的云服务全流程设计与交付能力。 本次立昂技术旗下子公司立昂云数据与优刻得达成战略合作，将进一步深化双方AI算力资源的整合能 力与产业应用的创新能力。合作聚焦两大方向： 7月31日，立昂技术股份有限公司（以下简称"立昂技术"）旗下子公司立昂云数据有限公司（以下简 称"立昂云数据"）与优刻得科技股份有限公司（以下简称"优刻得"）正式签署战略合作协议。双方将围 绕AI算力产业集群建设、行业大模型开发及算力资源整合展开深度合作，共同打造智能算力平台与行 业解决方案。 图片来源：企业供图 立昂技术旗下子公司立昂云数据华南区总经理张宇豪与优刻得副总裁刘奇代表双方签署协议，优刻得董 事长兼CEO季昕华、立昂云数据执行董事王子璇出席并见证签约仪式。 立昂技术旗下子公司立昂云数据作为创新智能算力服务商，以 "算力+算法+应用" 为核心战略，依托自 有算力中心及立昂领算云算力平台，已构建起完整的 GPU/CPU 云 ...

7月27日下午，中国—金砖国家人工智能发展与合作中心主办的2025世界人工智能大会"共赢金砖"论坛 成功举行。优刻得董事长兼CEO季昕华受邀出席论坛并发表题为《UCloud助力全球AI智算建设，共促 金砖高质量发展》主旨演讲。 在金砖国家人工智能合作方面，"人工智能治理"是核心议题。习近平主席在2023年8月金砖国家领导人 会晤上指出，人工智能是人类发展新领域，金砖国家要进一步拓展人工智能合作，形成具有广泛共识的 人工智能治理框架和标准规范。今年7月巴西金砖国家领导人会晤上通过了《金砖国家领导人关于人工 智能全球治理的声明》，明确数字主权和发展权是全球人工智能治理的关键。 当前全球南方国家正在加速崛起，逐渐成为塑造国际格局的关键力量。然而在人工智能领域，南方国家 面临技术差距拉大与信息壁垒加深的双重挑战。推动南南合作、构建各国主权AI体系，是重塑全球数 字治理秩序的重要路径。季昕华指出，从经济和社会发展来看，全球人工智能市场规模预计到2030年将 超过2万亿美元，投资主权AI能够显著推动国家GDP增长。在价值观和文化保护上，国外的AI模型可能 存在与本地价值观、伦理准则等不一致的偏见，主权AI能让各国依据自身 ...

A股脑机接口概念尾盘异动拉升，爱朋医疗涨超8%，创新医疗、优刻得-W、三博脑科等跟涨。消息面 上，据央视新闻报道，国家医保局支持脑机接口等新技术进入临床并收费。 ...

| 000820 | *ST节能 | 3.70 | 2.42 | 2.75 | 2.80 | 1.71 | | --- | --- | --- | --- | --- | --- | --- | | 301191 | 菲菱科 | 2.33 | 9.17 | 90.19 | 91.69 | 1.66 | | | 思 | | | | | | | 000681 | 视觉中 国 | 5.38 | 11.45 | 21.38 | 21.73 | 1.62 | | 002230 | 科大讯 飞 | 1.59 | 2.03 | 48.41 | 49.18 | 1.58 | | 300115 | 长盈精 密 | 9.87 | 13.64 | 22.57 | 22.93 | 1.58 | | 688766 | 普冉股 份 | 3.1 1 | 5.06 | 68.97 | 70.04 | 1.55 | | 688152 | 麒麟信 安 | 3.92 | 7.78 | 46.19 | 46.88 | 1.50 | | 301210 | 金杨股 份 | 2.69 | 13.61 | 42.18 | 42.80 | 1.46 | | ...

Market Overview - The Shanghai Composite Index closed at 3591.26 points, above the six-month moving average, with a decline of 0.68% [1] - The total trading volume of A-shares reached 1,157.80 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 71 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Xinzhisoft (10.41%) - Youkede (9.31%) - Liou Co., Ltd. (5.61%) [1] Detailed Stock Performance - The following stocks showed notable performance: - Xinzhisoft: Today's change of +10.80%, turnover rate of 6.99%, latest price at 23.49 yuan [1] - Youkede: Today's change of +9.71%, turnover rate of 12.23%, latest price at 27.22 yuan [1] - Liou Co., Ltd.: Today's change of +6.49%, turnover rate of 13.11%, latest price at 3.94 yuan [1] - Other stocks with positive performance include: - Xiangxin Technology (+7.21%) - Hand Information (+5.39%) - Yimikang (+6.87%) [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that just crossed the six-month line include: - Dongsoft Carrier - Naxin Micro - Zhongke Jiangnan [1]

Market Overview - The Shanghai Composite Index is at 3583.25 points, above the six-month moving average, with a decline of 0.90% [1] - The total trading volume of A-shares is 842.95 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 51 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Yimikang (依米康) with a deviation rate of 6.24% and a price increase of 7.76% [1] - Youkede (优刻得) with a deviation rate of 5.25% and a price increase of 5.60% [1] - New Zhisoft (新致软件) with a deviation rate of 4.82% and a price increase of 5.14% [1] Detailed Stock Performance - The following table summarizes the performance of stocks that broke the six-month moving average: | Stock Code | Stock Name | Daily Change (%) | Turnover Rate (%) | Six-Month MA (yuan) | Latest Price (yuan) | Deviation Rate (%) | | --- | --- | --- | --- | --- | --- | --- | | 300249 | Yimikang | 7.76 | 15.17 | 14.77 | 15.69 | 6.24 | | 688158 | Youkede | 5.60 | 4.66 | 24.89 | 26.20 | 5.25 | | 688590 | New Zhisoft | 5.14 | 4.83 | 21.27 | 22.29 | 4.82 | | 300115 | Changying Precision | 13.27 | 10.86 | 22.58 | 23.64 | 4.70 | | 301191 | Feiling Kesi | 4.16 | 6.05 | 90.20 | 93.33 | 3.47 | | 688111 | Kingsoft Office | 4.14 | 0.86 | 306.76 | 317.23 | 3.41 | | 300170 | Hand Information | 3.13 | 4.26 | 18.54 | 19.13 | 3.18 | | 002965 | Xiangxin Technology | 4.15 | 8.59 | 39.61 | 40.62 | 2.56 | | 688311 | Mengsheng Electronics | 3.31 | 1.76 | 37.56 | 38.44 | 2.34 | | 600498 | Fenghuo Communication | 2.61 | 2.62 | 21.93 | 22.43 | 2.26 | | 300418 | Kunlun Wanwei | 2.24 | 2.19 | 34.87 | 35.63 | 2.19 | | 002131 | Liao Shares | 2.97 | 6.60 | 3.73 | 3.81 | 2.16 | | 688766 | Purang Shares | 3.59 | 3.10 | 68.97 | 70.37 | 2.02 | | 001288 | Yunji Group | 4.55 | 4.99 | 21.04 | 21.39 | 1.67 | | 688595 | Xinhai Technology | 3.28 | 2.91 | 38.11 | 38.74 | 1.65 | | 300242 | Jiayun Technology | 1.74 | 2.85 | 4.62 | 4.69 | 1.57 | | 000820 | *ST Jieneng | 3.33 | 1.86 | 2.75 | 2.79 | 1.35 | | 300676 | Huada Gene | 2.41 | 1.88 | 53.20 | 53.91 | 1.34 [1]

Core Viewpoint - The performance of Huawei's computing concept stocks is active, with significant gains observed in several companies ahead of the World Artificial Intelligence Conference (WAIC) [1] Group 1: Stock Performance - Yuncong Technology saw a rise of over 10% [1] - Zhizhen Technology reached its daily limit up [1] - Tianrun Technology, Tuolisi, and Zhongcheng Technology increased by over 5% [1] - Other companies such as Hand Information, Danghong Technology, Youkede, and Hengwei Technology also experienced gains [1] Group 2: Upcoming Events - The 2025 World Artificial Intelligence Conference (WAIC) is set to take place from July 26 to July 29 [1] - Huawei will showcase its Ascend 384 super node hardware for the first time at this event [1] - Huawei's Ascend super node technology has achieved the industry's largest scale with 384 card high-speed bus interconnection [1]

Group 1: Disease Outbreak - The number of confirmed cases of Chikungunya fever in Shunde District, Foshan, has reached 2,934, with a significant increase of 463 cases reported in one day [1] - The outbreak began on July 15, with 478 cases reported on the first day, indicating a rapid rise in cases over a short period [1] - The World Health Organization has reported that 119 countries and regions have identified Chikungunya virus transmission, affecting approximately 5.5 million people [1] Group 2: Satellite Internet - Shanghai Yuanxin Satellite has announced a tender for rocket launch services, requiring a total of 94 satellites to be launched by 2026, with a contract value of 1.336 billion yuan [2] - This tender follows a previous announcement for nine launch services earlier in the year, indicating a significant acceleration in the construction of the Thousand Sails constellation [2] - The market for satellite internet in China is projected to reach nearly 100 billion yuan in the next five years, with the private rocket market expected to exceed 30 billion yuan [2] Group 3: AI and Computing Power - The computing power sector is experiencing increased interest, with several companies seeing significant stock price increases ahead of the World Artificial Intelligence Conference [3] - Huawei is set to showcase its Ascend 384 super node technology, which features the largest scale of 384 card high-speed bus interconnection in the industry [3] - The demand for PCB (Printed Circuit Board) is expected to grow due to the recovery in electronic demand and the rise of AI and high-speed communication technologies [3] Group 4: Data Elements - The data elements sector has seen stock price increases, with several companies reaching their daily limit [4] - The National Data Bureau plans to enhance the marketization of data elements, focusing on creating a closed-loop ecosystem for data labeling, high-quality datasets, models, and application scenarios [4] - The market for RWA (Real World Assets) is expected to grow significantly, with increasing demand for standardized data assets across various sectors [4] Group 5: Electronic Identification - The Ministry of Public Security is promoting the electronicization of identification documents, aiming to streamline data sharing and business collaboration across departments [5] - The market for electronic identification is projected to exceed 100 billion yuan by 2025, with expectations of rapid growth in the following years [5] - The integration of technologies such as blockchain and biometrics is anticipated to enhance the application of electronic identification in various sectors [5] Group 6: Low Altitude Economy - The "Low Altitude Economic Infrastructure Framework Guide (2025 Edition)" has been officially released, outlining a multi-level indicator system for low-altitude infrastructure [6] - The low-altitude economy is recognized as a strategic emerging industry, with the market expected to reach 1.5 trillion yuan by 2025 and potentially exceed 3.5 trillion yuan by 2035 [6] - The development of the low-altitude economy is driven by policies, technology, and market forces, leading to significant capital investment and industry collaboration [6]

Core Viewpoint - The market experienced a strong upward trend, with major indices reaching new highs for the year, driven by significant trading volume and a focus on the "hydropower station" sector [3][4]. Group 1: Market Performance - The market saw a total trading volume of 1.89 trillion, an increase of 193.1 billion compared to the previous trading day [3]. - All three major indices showed unexpected strength, indicating a potential recovery from previous losses [3]. - The market's upward movement was supported by "mysterious funds," particularly in the financial sector, suggesting strategic repositioning by investors [3]. Group 2: Sector Highlights - The "hydropower station" sector continued to show strong performance, with several stocks reaching their daily limit [4]. - Other sectors such as steel, coal, and cement also performed well, with multiple stocks hitting their daily limit [3]. - In contrast, the computing power sector faced adjustments, with stocks like Yuke falling over 5% [3]. Group 3: Investor Sentiment - There is a concern regarding the lack of differentiation within the "hydropower station" sector, as many stocks are experiencing similar price movements without significant trading volume changes [4]. - The market is currently in a rotation phase, with funds shifting from various sectors into "hydropower station" related stocks [5].

截至7月22日收盘，智谱AI概念下跌1.60%，位居概念板块跌幅榜前列，板块内，优刻得、中科金财、 光云科技等跌幅居前，股价上涨的有7只，涨幅居前的有海天瑞声、中集集团、深桑达A等，分别上涨 2.79%、1.60%、1.04%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 雅下水电概念 | 11.77 | MLOps概念 | -1.80 | | 民爆概念 | 6.04 | 智谱AI | -1.60 | | 水泥概念 | 4.58 | 华为盘古 | -1.56 | | 抽水蓄能 | 3.89 | 快手概念 | -1.31 | | 煤炭概念 | 3.83 | AI PC | -1.27 | | 特钢概念 | 3.26 | 数字水印 | -1.25 | | 水利 | 2.94 | 华为昇腾 | -1.20 | | 房屋检测 | 2.90 | 语音技术 | -1.19 | | 猪肉 | 2.86 | ERP概念 | -1.17 | | 高压氧舱 | 2.63 | 财税数字化 | -1.17 | 资金面上看，今日智 ...