| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688051 | 佳华科技 | 32.37 | -5.02% | 3.59万 | 1.19亿 | | 688229 | 博客数据 | 66'E9 | -4.85% | 2.68万 | 1.74亿 | | 430564 | 天润科技 | 26.52 | -4.19% | 6.48万 | 1.75亿 | | 002908 | 德生科技 | 10.32 | -4.00% | 0 28.29万 | 2.94亿 | | 300399 | 天利科技 | 31.01 | -3.90% | 15.88万 | 5.03亿 | | 837748 | 路桥信息 | 58.55 | -3.80% | 1.58万 | 9476.84万 | | 600446 | 金证股份 | 19.02 | -2.71% | 49.83万 | 9.60亿 | | 002657 | 中科舍财 | 29.60 | -2.57% | 40.04万 | 12.08亿 | | 839790 | 联迪信 ...

作者：金股通 截至7月31日收盘回顾，主力资金流入前20的股票分别为：三六零（11.33亿元）、易点天下（8.89亿 元）、用友网络（8.81亿元）、诺德股份（8.05亿元）、神州数码（7.60亿元）、天风证券（7.20亿 元）、长城军工（6.84亿元）、剑桥科技（6.81亿元）、拓维信息（6.16亿元）、寒武纪U（5.79亿 元）、利欧股份（5.47亿元）、XD工业富（5.43亿元）、浪潮信息（5.03亿元）、长盈精密（4.92亿 元）、川润股份（4.51亿元）、南兴股份（4.20亿元）、安科生物（4.03亿元）、农业银行（3.73亿 元）、昆仑万维（3.65亿元）、华胜天成（2.85亿元）。 本文源自：金融界 ...

| 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 | | ...

Group 1 - Nvidia's computing chips have been reported to have serious security issues [2] - US lawmakers are calling for advanced chips exported from the US to include "tracking and positioning" features [2] - Nvidia's technology for "tracking and positioning" and "remote shutdown" is reportedly mature [2] Group 2 - The National Internet Information Office of China has requested Nvidia to explain the security risks associated with the H20 computing chip sold to China [2] - Nvidia is required to submit relevant proof materials regarding the security vulnerabilities and backdoor risks of the H20 chip by July 31, 2025 [2] - Following the news, shares of Huawei's HiSilicon concept surged, with Digital China rising over 6% and Zhuoyi Information increasing over 4% [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000034 证券简称：神州数码 公告编号：2025-132 神州数码集团股份有限公司 关于为子公司担保的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大遗 漏。 神州数码集团股份有限公司（以下简称"公司"）2025年3月27日召开的第十一届董事会第十三次会议、 2025年4月22日召开的2024年年度股东大会审议通过了《关于预计担保额度的议案》，同意公司和控股 子公司向业务相关方（包括但不限于银行、金融机构及供应商等）申请授信或其他履约义务，同意为下 属控股子公司提供担保或控股子公司之间提供担保。其中，为资产负债率低于70%的控股子公司提供担 保的额度不超过人民币20亿元，为资产负债率70%以上的控股子公司提供担保的额度不超过人民币630 亿元，预计提供担保总额不超过等额650亿元人民币，担保方式为保证担保、抵押担保、质押担保等， 且任一时点的担保余额不超过股东大会审议通过的额度。同时，在此担保额度范围内，公司合并报表范 围内控股子公司之间提供的担保，按照控股子公司的审议程序决定，控股子公司在其履行审 ...

Core Insights - The 2025 World Artificial Intelligence Conference showcased the importance of computing power as the foundation of artificial intelligence, with various domestic chip and server suppliers participating to highlight the localization of computing power [1][2] - Major hardware manufacturers like Huawei and Sugon presented their latest computing solutions, including Huawei's "Ascend 384 Super Node," which is the largest in the industry, and Sugon's "Large-Scale Intelligent Computing Cluster" aimed at addressing key industry bottlenecks [1][2] - The event featured over 20 AI chip companies, with significant advancements in integrated training and inference machines, as well as cloud solutions that enhance the accessibility and efficiency of AI applications [2] Group 1 - Computing power is recognized as the cornerstone of AI, with a focus on domestic chip and server suppliers at the conference [1] - Huawei unveiled the "Ascend 384 Super Node," which consists of 12 computing cabinets and 4 bus cabinets, representing the largest scale in the industry [1] - Sugon introduced its "Large-Scale Intelligent Computing Cluster," which aims to tackle high computing costs, insufficient data efficiency, and challenges in practical application [1] Group 2 - The exhibition featured a strong presence of AI chip companies, including Moore Threads and others, showcasing their latest innovations [2] - The "Integrated Training and Inference Machine" was a highlight, with significant improvements in computing and data transmission efficiency [2] - Baidu demonstrated its self-developed 30,000-card cluster and the "百舸 AI Heterogeneous Computing Platform," promoting the widespread adoption of domestic computing power [2]

证券代码：000034 证券简称：神州数码 公告编号：2025-132 神州数码集团股份有限公司 二、被担保人基本情况 1、被担保人的基本情况 | 公司名称 | 成立时间 | 注册地点 | 法定代表人 | 注册资本 | 主营业务 从事计算机硬件及配套零件、网络产品、多媒体产品、电子信息产品及通讯产 品、办公自动化设备、仪器仪表、电器及印刷照排设备的研究、开发、批发、 | 关联关系 | | --- | --- | --- | --- | --- | --- | --- | | | | | | | 进出口业务（不涉及国营贸易管理商品，涉及配额、许可证管理及其他专项规 定管理的商品，按国家有关规定办理申请）；计算机应用系统的安装和维修（仅 限上门维修）；提供自行开发产品的技术咨询、技术服务和技术转让。先进电 | | | | | 深圳市南山 | | | 力电子装置销售；智能输配电及控制设备销售；电力电子元器件制造；电池销 | | | | | 区沙河街道 | | | 售；集装箱销售；储能技术服务；电气设备销售；太阳能光伏设备及元器件销 | | | 神州数码 | | 东方社区深 | | | 售。充电桩销售；电动汽车充电基 ...

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC2025) has commenced in Shanghai, showcasing significant advancements in AI computing infrastructure [1] - Digital China, through its brand KunTai, has launched two innovative products: the KunTai R624K2 training and inference integrated server and the KunTai R622K2 inference server, both based on the Kunpeng technology [1][2] - These products are designed to enhance computing power and cost-effectiveness, aiming to redefine AI computing infrastructure and support the industrialization of large models [1] Product Features - The KunTai R624K2 server supports up to 10 mainstream AI accelerator cards, achieving a twofold improvement in computing and data transmission efficiency compared to previous models [1] - The KunTai R622K2 server features a high computing density, supporting four full-height, full-length accelerator cards within a 2U space, catering to various industries such as internet, finance, and electricity [2] - Both products are designed to facilitate high-performance computing, big data analysis, and AI-generated content (AIGC), thereby empowering industries to leverage large model training and inference [1][2] Strategic Partnerships and Market Trends - Digital China collaborates with Huawei as a partner in the "Kunpeng + Ascend" ecosystem, ensuring deep integration of hardware and software for maximum performance [2] - The launch of these products aligns with industry forecasts predicting a continuous increase in domestic computing power demand for large models by 2025, highlighting the significant potential of the domestic server market [2] - The introduction of these innovative products is a strategic move to alleviate "computing power anxiety" across various sectors, promoting a transition to an AI-driven intelligent era [2]

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) showcased a shift in focus from pure technical parameters to practical applications and commercial value in AI technology [2][14] - The competition in computing power is evolving into a comprehensive system engineering challenge, addressing performance, compatibility, storage, and energy efficiency [4][10] - AI companies are increasingly integrating their models with real-world applications to unlock new data sources and enhance AI capabilities [15][16] Computing Power Infrastructure - Companies like Huawei and China Digital are pushing the limits of computing power, with Huawei's Atlas 900 A3 SuperPoD achieving a performance of 300 PFLOPS [2][4] - The financial sector is supporting AI infrastructure, with companies like Chip Xin Leasing investing 8 billion yuan in AI-related projects [4] - The demand for private deployment of large models is increasing due to data security concerns, indicating a shift in market needs [5][6] Model and Application Development - AI model developers are focusing on deep integration with industry scenarios to create real business value, moving away from mere technical showcases [14][17] - Companies like Step Leap Star are launching new models aimed at cost reduction and efficiency improvement, collaborating with multiple chip manufacturers to enhance compatibility [17][18] - The importance of data storage and management is highlighted, with companies like Dawning Storage addressing challenges in data accessibility and efficiency [8][9] AI in Creative Industries - AI-generated content (AIGC) is transforming creative processes, with companies like Digital Kingdom introducing platforms that streamline content creation [20][21] - AI is positioned as a "super assistant" for creators, enhancing productivity while allowing them to focus on core creative tasks [21] Consumer-Focused AI Products - New AI products, such as the TicNote AI recording pen, are being developed to serve individual users, encapsulating complex AI capabilities in user-friendly formats [23] - The overarching goal of AI advancements is to contribute to real GDP growth across society, industries, and nations [24]

Core Insights - The core viewpoint of the news is the introduction of the "AI for Process" initiative by Digital China Group, Deloitte China, and the China Academy of Information and Communications Technology, aimed at transforming enterprise processes through AI technology [2][3]. Group 1: AI for Process Initiative - Digital China Group, in collaboration with Deloitte China and the China Academy of Information and Communications Technology, released the "AI for Process" blue paper at the 2025 World Artificial Intelligence Conference [2]. - The initiative emphasizes the need for enterprises to transition from traditional digital transformation, which focuses on information systems like CRM and ERP, to a more integrated AI-driven process intelligence approach [2]. Group 2: Challenges and Solutions - The current challenge is that while large models have surpassed human capabilities in various fields, their application in enterprise scenarios remains difficult due to a lack of specific data and expertise [2]. - The proposed solution involves a "Twin-Drive" model that combines top-down and bottom-up approaches to implement AI for Process effectively [3]. Group 3: AI Readiness and Penetration Rate - Companies need to develop "AI readiness capabilities," which include knowledge governance, organizational process restructuring, talent development, and industry ecosystem collaboration [3]. - The concept of "AI penetration rate" is introduced, measuring the proportion of AI operations in overall business processes, with predictions for future penetration rates: 10%-20% in three years, 30%-50% in five years, and potentially 80% in ten years [3]. Group 4: Future Directions - Digital China Group aims to continue promoting the AI for Process concept across various industries and scenarios, assisting global enterprises in achieving intelligent upgrades in competitive environments [3].