每经头条（nbdtoutiao）——人口流失、土地闲置的城市要不要撤并？专访国家发改委专家高国力：未 来不排除，目前没到这阶段 （记者 曾健辉） 2025年1至6月份，浪潮信息的营业收入构成为：电子行业占比100.0%。 截至发稿，浪潮信息市值为939亿元。 每经AI快讯，浪潮信息（SZ 000977，收盘价：63.81元）9月2日晚间发布公告称，截至2025年8月31 日，公司通过回购专用证券账户以集中竞价交易方式累计回购公司股份约23万股，占公司总股本的 0.02%，最高成交价54元/股，最低成交价53.71元/股，成交总金额约1235万元。 ...

Group 1 - The company, Inspur Information (000977.SZ), announced a share buyback program, having repurchased a total of 229,300 shares as of August 31, 2025, which represents 0.02% of the company's total share capital [1] - The total amount spent on the share buyback reached 12.349 million yuan, excluding transaction fees [1]

智通财经APP讯，浪潮信息(000977.SZ)公告，公司截至2025年8月31日以集中竞价交易方式累计回购公 司股份22.93万股，占公司总股本的0.02%，成交总金额1234.9万元(不含交易费用)。 ...

证券代码：000977 证券简称：浪潮信息 公告编号：2025-048 浪潮电子信息产业股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 浪潮电子信息产业股份有限公司（以下简称：公司）分别于 2025 年 6 月 20 日、2025 年 7 月 9 日召开第九届董事会第十五次会议、2025 年第二次临时股东 大会，审议通过了《关于回购公司股份方案的议案》，同意公司以自有资金和自 筹资金通过集中竞价交易方式回购公司部分A股股份，用于减少公司注册资本。 具体内容详见公司于 2025 年 6 月 24 日、2025 年 7 月 10 日在《中国证券报》《 证券时报》《证券日报》《上海证券报》及巨潮资讯网披露的《第九届董事会第十 五次会议决议公告》《关于回购公司股份方案暨收到金融机构股票回购专项贷款 承诺函的公告》《2025 年第二次临时股东大会决议公告》。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关规定，回购期间公司应当在每个月的前三个交易日内 披露截至上月末的回购进展情况。 ...

Group 1 - AI remains a capital-intensive sector, with model performance relying on parameters, data, and computing power, making capital expenditure a key indicator of AI strategy strength [1][7] - The fastest monetization applications of AI are in image and video generation, particularly in advertising and content creation, covering three main types of advertisers [1][11] - By the mid-2025 reporting season, nearly all internet companies with a market capitalization over 100 billion mentioned AI in their financial reports [1][2] Group 2 - Since the launch of ChatGPT, AI has transitioned from a technical slogan to real business applications, penetrating various revenue and cost segments such as advertising, video, subscriptions, and office services [2] - From December 1, 2022, to September 1, 2025, Tencent's market value increased by approximately 90% to 5 trillion yuan, while Alibaba returned to a market cap of 2 trillion yuan, and Xiaomi's market value surged by 439% to enter the "2 trillion club" [2] - The valuation changes are not solely driven by AI but also influenced by fundamentals, economic expectations, and policy impacts, with macroeconomic recovery and AI-related policies supporting valuation reassessment [3] Group 3 - Capital expenditures for Alibaba and Tencent in Q2 reached 38 billion yuan and 19.1 billion yuan, respectively, with year-on-year growth of 220% and 119% [7] - Alibaba's strategy includes a significant investment of 380 billion yuan over three years to build AI infrastructure, while its Q2 revenue was 247.6 billion yuan, showing a 2% year-on-year increase [7] - Baidu emphasized its "AI-first" strategy, with non-advertising core revenue exceeding 10 billion yuan, growing 34% year-on-year, but faced cash flow pressures with a negative cash flow of 4.7 billion yuan in Q2 [8] Group 4 - Image and video generation has become the fastest monetization track for AI, with companies like Baidu, Alibaba, Tencent, and others launching video generation models [11] - Kuaishou reported over 250 million yuan in revenue from its AI video generation model "Keling" in Q2, with expectations to double its annual revenue forecast [11] - The education sector is also emerging as a significant AI application area, with companies like NetEase's Youdao showing a clear "education-first" path and achieving 800 million yuan in AI-related revenue, a 30% year-on-year increase [12] Group 5 - Mid-sized internet companies are focusing on vertical scenarios and increasing R&D investment to find more certain AI commercialization paths, with R&D investment typically exceeding 20% of revenue [14] - Kingsoft Office reported a revenue of 2.657 billion yuan, with a 62% year-on-year growth in its WPS 365 business, and R&D investment accounting for 36% of revenue [15] - Companies like Kunlun Wanwei and 37 Interactive Entertainment are embedding AI into their business processes, with significant revenue growth and application in various sectors [15]

沪指9月2日下跌0.45%，申万所属行业中，今日上涨的有6个，涨幅居前的行业为银行、公用事业，涨 幅分别为1.95%、0.99%。跌幅居前的行业为通信、计算机，跌幅分别为5.73%、4.06%。计算机行业位 居今日跌幅榜第二。 资金面上看，两市主力资金全天净流出1512.76亿元，今日有4个行业主力资金净流入，银行行业主力资 金净流入规模居首，该行业今日上涨1.95%，全天净流入资金34.17亿元，其次是公用事业行业，日涨幅 为0.99%，净流入资金为9.36亿元。 主力资金净流出的行业有27个，电子行业主力资金净流出规模居首，全天净流出资金345.44亿元，其次 是计算机行业，净流出资金为245.60亿元，净流出资金较多的还有通信、有色金属、电力设备等行业。 计算机行业今日下跌4.06%，全天主力资金净流出245.60亿元，该行业所属的个股共335只，今日上涨的 有15只；下跌的有319只，跌停的有2只。以资金流向数据进行统计，该行业资金净流入的个股有42只， 其中，净流入资金超5000万元的有7只，净流入资金居首的是科大讯飞，今日净流入资金1.95亿元，紧 随其后的是航天宏图、虹软科技，净流入资金分别为1 ...

云计算ETF汇添富（159273）标的指数成分股多数飘绿：新易盛跌超8%，中际旭创跌超6%，浪潮信息跌超7%，中科曙光跌近3%。 | 序号 | 什么样 | 名称 | 张洪泥 | | | --- | --- | --- | --- | --- | | 1 | 300502 | 新易感 | -9.86% | 17.58% | | 2 | 300308 | 中际旭创 | -7.41% | 15.31% | | 3 | 9988 | 阿里巴巴-W | -1.17% | 7.42% | | 4 | 603019 | 中科曙光 | -2.97% | 5.91% | | 5 | 600410 | 华胜天成 | 1.69% | 1.13% | | 6 | 000977 | 浪潮信息 | -7.14% | 3.12% | | 7 | 0700 | 腾讯控股 | -0.66% | 7.43% | | 8 | 603881 | 数据浩 | 8.13% | 0.69% | | d | 002261 | 拓维信息 | -7.38% | 1.85% | | 10 | 300339 | 润和软件 | -7.38% | 2.25% | 今日 ...

Group 1 - The main stocks with significant capital outflows include Xinyi Technology (-1.82 billion), Northern Rare Earth (-1.55 billion), and Dongfang Fortune (-1.40 billion) [1] - The sectors affected by capital outflows include communication equipment, small metals, and internet services [2][3] - Notable declines in stock prices were observed, with Xinyi Technology down by 8.46%, Northern Rare Earth down by 2.67%, and Zhongyou Capital down by 9.95% [2][3] Group 2 - The total capital outflow from the top 20 stocks reached significant amounts, indicating a trend of investors pulling back [1] - Other companies experiencing notable outflows include Inspur Information (-1.08 billion), Guoxuan High-Tech (-1.07 billion), and ZTE Corporation (-1.06 billion) [1] - The overall market sentiment appears to be cautious, as reflected in the negative performance of several stocks [2][3]

长信利泰混合A（519951）基金经理为王昭锋。 截至发稿，王昭锋累计任职时间3年20天，现任基金资产总规模9242.98万元，任职期间最佳基金回报 10.4%， 任职期间最差基金回报-38.36%。 9月2日，浪潮信息跌5.01%，截至发稿，报65.48元/股，成交52.19亿元，换手率5.32%，总市值963.95亿 元。 资料显示，浪潮电子信息产业股份有限公司位于山东省济南市高新区草山岭南路801号,北京市海淀区上 地信息路2号2-1号C栋，成立日期1998年10月28日，上市日期2000年6月8日，公司主营业务涉及计算机 软、硬件及其他信息产品的开发、生产、销售以及系统集成等。主营业务收入构成为：电子行业 100.00%。 从基金十大重仓股角度 数据显示，长信基金旗下1只基金重仓浪潮信息。长信利泰混合A（519951）二季度持有股数3.88万股， 占基金净值比例为2.14%，位居第十大重仓股。根据测算，今日浮亏损失约13.39万元。 长信利泰混合A（519951）成立日期2016年3月23日，最新规模5359.29万。今年以来收益43.27%，同类 排名1211/8184；近一年收益80.79%，同类 ...

消息面上，1) 阿里云25Q2云收入增长26%且资本支出超预期，其AI全产业链布局优势凸显，或推动云 计算及AI基础设施需求提升；2) 国内AI领域融资活跃，科技巨头持续加码核心技术研发，政策与资本 双向驱动产业扩张；3) 部分成分股如中际旭创、润和软件等或受益于AI服务器及算力需求增长，天承 科技、欧陆通等企业产品获国际大厂认可，带动产业链景气度上行。 截至09月01日09:57，大数据ETF(159739.SZ)上涨0.76%，其关联指数云计算(930851.CSI)上涨1.32%；主 要成分股中，中际旭创上涨6.14%，润和软件上涨4.41%，紫光股份上涨2.97%，新易盛上涨0.79%，数 据港上涨9.99%。 券商研究方面，长江证券指出云计算行业发展的第一驱动力是外部不断涌现的新需求，本轮AI周期是 继移动互联网、企业云转型后最新的需求井喷，AI推动云计算从"资源租赁"转向"智能服务"模式转变， 同时国内云厂商盈利能力改善的核心在于AI业务占比提升带来的业务结构优化。此外，长江证券分析 认为云计算是AI推理范式下的算力核心环节，AI为行业带来质变（服务模式升级）和量变（市场规模 扩张），预计未来几年 ...