Market Performance - On August 12, the IT services sector rose by 0.21% compared to the previous trading day, with *ST Yunchuang leading the gains [1] - The Shanghai Composite Index closed at 3665.92, up 0.5%, while the Shenzhen Component Index closed at 11351.63, up 0.53% [1] Top Gainers in IT Services - *ST Yunchuang (code: 835305) closed at 17.49, up 10.28% with a trading volume of 109,000 shares and a transaction value of 186 million [1] - Huasheng Tiancai (code: 600410) closed at 15.62, up 10.00% with a trading volume of 4.096 million shares and a transaction value of 6.063 billion [1] - Tianli Technology (code: 300399) closed at 36.50, up 8.47% with a trading volume of 473,200 shares and a transaction value of 1.711 billion [1] Top Losers in IT Services - Desheng Technology (code: 002908) closed at 11.97, down 9.93% with a trading volume of 1.0512 million shares and a transaction value of 1.303 billion [2] - Zhuoyi Information (code: 688258) closed at 67.41, down 4.73% with a trading volume of 66,300 shares and a transaction value of 449 million [2] - Aerospace Hongtu (code: 688066) closed at 23.15, down 4.18% with a trading volume of 209,700 shares and a transaction value of 488 million [2] Capital Flow in IT Services - On the same day, the IT services sector experienced a net outflow of 1.256 billion from institutional investors, while retail investors saw a net inflow of 1.046 billion [2][3] - The top stocks by net inflow from retail investors included Dazhi Technology (code: 600589) with a net inflow of 225 million [3] - The top stocks by net outflow from institutional investors included Dazhi Technology (code: 600589) with a net outflow of 1.14 billion [3]

Group 1 - The stock of UCloud (688158.SH) closed at 24.35 yuan, with a decline of 4.06%, resulting in a total market capitalization of 11.11 billion yuan, indicating that the stock is currently in a state of decline [1] - UCloud was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 20, 2020, with an initial offering price of 33.23 yuan per share and a total of 58.5 million shares issued [1] - The total amount raised from the initial public offering (IPO) was 1.944 billion yuan, with a net amount of 1.84 billion yuan after deducting issuance costs, allocated to various projects including a multimedia cloud platform and a new generation AI service platform [1] Group 2 - On February 16, 2022, UCloud announced the results of a specific stock issuance, with a price of 23.11 yuan per share and a total of 30,289,917 shares issued, raising approximately 700 million yuan [2] - After deducting issuance costs, the net amount raised from this issuance was approximately 691.29 million yuan, which included an increase in share capital and capital reserves [2] - The total funds raised from both the IPO and the private placement amounted to 2.644 billion yuan [2]

Core Viewpoint - The company, Yuke, is actively collaborating with several mainstream domestic GPU manufacturers to adapt and enhance its capabilities in the domestic computing power card sector, particularly focusing on AI customer needs [1] Group 1: Company Developments - Yuke has established deep cooperation with companies like TianShu ZhiXin in the domestic GPU field [1] - The company has developed a general-purpose GPU computing power base that effectively supports the computing power demands of AI clients [1] - Yuke aims to assist domestic computing power enterprises in building efficient and stable domestic GPU intelligent computing clusters [1] Group 2: Industry Focus - The company will continue to monitor advancements and collaboration opportunities in the domestic computing power sector [1]

Group 1 - The core point of the article highlights the financing activities of Youke De, which had a financing buy-in amount of 1.09 billion yuan on August 1, ranking 146th in the two markets [1] - Over the last three trading days, Youke De received financing buy-ins of 0.68 billion yuan, 2.46 billion yuan, and 1.09 billion yuan respectively [1] - On the same day, the financing repayment amount was 1.85 billion yuan, resulting in a net sell-out of 75.77 million yuan [1] Group 2 - In terms of securities lending, there were no shares sold or net sold on that day [1]

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]