Core Insights - The liquid cooling server concept has seen a rise of 1.86%, leading the sector in gains, with 56 stocks increasing in value, including notable performers like Siquan New Materials, which hit a 20% limit up [1][2]. Group 1: Market Performance - The liquid cooling server sector outperformed other concepts, with a 1.86% increase, while sectors like special steel and low-radiation glass saw declines of -3.20% and -3.07% respectively [2]. - Major gainers in the liquid cooling server sector included Siquan New Materials (+20%), Dayuan Pump Industry (+10.02%), and Yingweike (+10.01%) [1][4]. - Conversely, stocks such as Shuangliang Energy and Luxshare Precision experienced significant declines of -4.13% and -2.94% respectively [1][8]. Group 2: Capital Inflows - The liquid cooling server sector attracted a net inflow of 4.768 billion yuan, with 51 stocks receiving net inflows, and 13 stocks exceeding 100 million yuan in net inflows [2]. - Shenzhou Digital led the inflow with 862.425 million yuan, followed by Industrial Fulian and Inspur Information with inflows of 593.857 million yuan and 569.683 million yuan respectively [3][4]. - The top three stocks by net inflow ratio were Chuanrun Co. (43.55%), Yingweike (37.56%), and Ice Wheel Environment (20.93%) [3][4].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603516 | 淳中科技 | 60.48 | 10.00% | 24.19万 | | 14.46 乙 | | 300807 | 天迈科技 | 45.51 | 6.78% | 5.94万 | | 2.63亿 | | 300249 | 依米康 | 15.52 | 6.59% | 97.70万 | | 15.40 乙 | | 301330 | 輝基科技 | 29.21 | 3.80% | 17.27万 | | 4.95亿 | | 430198 | 微创光电 | 11.48 | 3.80% | 6.90万 | | 7805.24万 | | 300588 | 熙菱信息 | 19.55 | 3.66% | 32.47万 | | 6.52亿 | | 688292 | 浩瀚深度 | 22.31 | 3.53% | 5.52万 | | 1.25亿 | | 872808 | 曙光数创 | 59.63 | 3.22% | 6.94万 | | 4.18亿 ...

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 ...

Core Insights - The article highlights the top 20 stocks with significant capital inflow as of July 31, with Tianfeng Securities leading at 787 million yuan [1] Group 1: Capital Inflow - Tianfeng Securities received an inflow of 787 million yuan [1] - Nord Shares followed with an inflow of 743 million yuan [1] - Yidian Tianxia attracted 700 million yuan in capital [1] - Yongyou Network saw an inflow of 679 million yuan [1] - 360 Technology had an inflow of 668 million yuan [1] - Cambridge Technology received 645 million yuan [1] - Inspur Information attracted 603 million yuan [1] - XD Industrial Wealth saw an inflow of 590 million yuan [1] - Leo Holdings received 566 million yuan [1] - Changying Precision attracted 514 million yuan [1] - Tianfu Communication saw an inflow of 432 million yuan [1] - Cambrian AI received 415 million yuan [1] - Great Wall Military Industry attracted 405 million yuan [1] - Nanxing Shares saw an inflow of 338 million yuan [1] - Kunlun Wanwei received 303 million yuan [1] - Zhongji Xuchuang attracted 299 million yuan [1] - Shenghong Technology saw an inflow of 294 million yuan [1] - Hengbao Shares received 292 million yuan [1] - BlueFocus Communication attracted 271 million yuan [1] - Jiechang Drive saw an inflow of 249 million yuan [1]

通过天眼查大数据分析，浪潮电子信息产业股份有限公司共对外投资了37家企业，参与招投标项目3928 次，知识产权方面有商标信息478条，专利信息5000条，此外企业还拥有行政许可13个。 来源：金融界 金融界消息 截至2025年7月30日收盘，浪潮信息（000977）报收于54.98元，下跌0.31%，换手率 3.63%，成交量53.41万手，成交金额29.35亿元。 资金流向方面，今日主力资金净流入4136.64万元，占比成交额1.41%。其中，超大单净流入4834.65万 元、占成交额1.65%，大单净流出698.01万元、占成交额0.24%，中单净流出流出362.97万元、占成交额 0.12%，小单净流出3773.67万元、占成交额1.29%。 浪潮信息最新一期业绩显示，截至2025一季报，公司营业总收入468.58亿元、同比增长165.31%，归属 净利润4.63亿元，同比增长52.78%，扣非净利润4.27亿元，同比增长80.76%，流动比率1.344、速动比率 0.636、资产负债率77.47%。 天眼查商业履历信息显示，浪潮电子信息产业股份有限公司，成立于1998年，位于济南市，是一家以从 事计算 ...

Group 1 - The list of the top 50 AI computing power companies in China has been revealed, highlighting key players in the industry [1] - Among optical module companies, the top three with high return on equity are Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication [1] - In the core computing hardware and equipment sector, Inspur Information ranks among the top three globally in server market share and is a leader in AI servers [1][3] Group 2 - Sugon is recognized as a leading domestic supercomputer manufacturer with self-controlled liquid cooling data center technology [1] - China Mobile has built a strong data center infrastructure and operates large-scale intelligent computing centers [1] - China Telecom's Tianyi Cloud ranks among the top three in domestic market share [1] Group 3 - Inspur Information leads in global cloud computing server shipments [3] - The domestic high-performance server market is dominated by Industrial Fulian and Sugon [3] - ZTE ranks third in domestic telecom server shipments [3] Group 4 - The top 50 AI computing power companies include leaders in various sectors such as power equipment, UPS manufacturing, and data center cooling solutions [4][5][7] - Companies like Keda Data and Yishite are recognized as leading manufacturers in the UPS market [5] - Yingwei Teng is noted as a leader in industrial control equipment variable frequency drives [5] Group 5 - The list of top AI computing power companies also features domestic leaders in CPU, AI computing chips, and GPU sectors, including Haiguang Information and Jingjia Micro [9] - Chip manufacturers like Chipone and Unisoc are recognized for their contributions to the semiconductor industry [9] Group 6 - Major IDC service providers in China include China Telecom, China Mobile, and China Unicom, with significant market shares [12] - Third-party IDC providers such as Century Internet and Data Port are also highlighted for their market positions [12]

浪潮信息主营业务为服务器等云计算基础设施产品的研发、生产和销售。公司产品广泛应用于互联网、 通信、金融等行业，是国内领先的云计算基础设施供应商。 截至2025年7月29日收盘，浪潮信息股价报55.15元，较前一交易日上涨1.01%，成交额达27.31亿元。当 日股价波动区间为53.85元至55.35元，换手率为3.40%。 资金流向数据显示，7月29日主力资金净流入浪潮信息9098.05万元。 风险提示：以上内容仅供参考，不构成投资建议。市场有风险，投资需谨慎。 消息面上，中国人工智能产业发展联盟将于8月1日召开大模型一体机性能标准框架研讨会。该标准将规 范大模型一体机的性能指标和技术能力，为行业提供统一评测基准。浪潮信息作为国产AI一体机产业 链重要企业，有望受益于行业标准化进程推进。 ...

金融界消息 截至2025年7月29日收盘，浪潮信息（000977）报收于55.15元，上涨1.01%，换手率3.4%， 成交量49.94万手，成交金额27.31亿元。 来源：金融界 天眼查商业履历信息显示，浪潮电子信息产业股份有限公司，成立于1998年，位于济南市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本147213.5122万人民币，实缴资本 147213.5122万人民币。公司法定代表人为彭震。 通过天眼查大数据分析，浪潮电子信息产业股份有限公司共对外投资了37家企业，参与招投标项目3923 次，知识产权方面有商标信息478条，专利信息5000条，此外企业还拥有行政许可13个。 资金流向方面，今日主力资金净流入9098.05万元，占比成交额3.33%。其中，超大单净流入1.19亿元、 占成交额4.37%，大单净流出2839.73万元、占成交额1.04%，中单净流出流出2301.60万元、占成交额 0.84%，小单净流出6796.46万元、占成交额2.49%。 浪潮信息最新一期业绩显示，截至2025一季报，公司营业总收入468.58亿元、同比增长165.31%，归属 净利润4. ...

Group 1: Liquidity and Scale of AI ETF - The AI ETF has a turnover rate of 4.87% with a half-day trading volume of 173 million yuan, and an average daily trading volume of 204 million yuan over the past week [3] - The latest scale of the AI ETF reached 3.515 billion yuan, with continuous net inflows over the past six days, peaking at 167 million yuan in a single day, totaling 271 million yuan [3] - Leveraged funds are actively participating, with the latest margin buying amounting to 15.1914 million yuan and a margin balance of 106 million yuan [3] Group 2: Performance Metrics of AI ETF - As of July 28, the AI ETF's net value has increased by 55.46% over the past year, ranking 336 out of 2938 index equity funds, placing it in the top 11.44% [3] - The highest monthly return since inception was 30.38%, with the longest consecutive monthly gains being three months and the longest cumulative gain being 43.97%, averaging a monthly return of 6.80% [3] Group 3: Index Composition and Major Stocks - The CSI Artificial Intelligence Industry Index includes 50 representative listed companies, selected based on their AI business proportion, growth level, and market capitalization [3] - As of June 30, 2025, the top ten weighted stocks in the index account for 52.07% of the total weight, with notable companies including Zhongji Xuchuang, Xinyi Sheng, and Keda Xunfei [4][6] Group 4: Government Initiatives and Market Outlook - The Shanghai Municipal Economic and Information Commission has issued measures to expand AI applications, including a 600 million yuan subsidy for computing power and support for enterprise R&D in large models [7] - The current AI wave is driven by technological innovations from companies like DeepSeek, showcasing China's competitive strength in the global AI sector, which may lead to a reevaluation of the value of Chinese tech assets by global investors [7]

Group 1 - The AI sector in A-shares is experiencing significant growth, driven by government support and increased demand for AI applications across various industries [1][5] - The term "national team intervention" refers to policy-level backing rather than direct stock purchases, indicating a shift towards AI as a new infrastructure akin to electricity [5] - Companies in the AI sector are essentially providing the "electricity" of the AI era, with a surge in orders reflecting increased adoption of AI technologies by businesses [5] Group 2 - Three leading companies in the core multimodal AI space are Wanjing Technology, Kunlun Wanwei, and iFlytek, which have transitioned from conceptual products to generating real revenue [6] - Wanjing Technology has upgraded its video editing software with AIGC features, significantly reducing costs for small businesses and projecting a 60% increase in net profit for H1 2025 [6][7] - Kunlun Wanwei's Opera browser, with 300 million monthly active users, has integrated an AI assistant, enhancing user experience and monetization potential [7] Group 3 - iFlytek focuses on embedding AI into hardware, such as AI learning machines that enhance educational outcomes, leading to a doubling of revenue in the education sector [8] - The rise of vertical industry AI solutions aims to automate repetitive tasks, freeing up human resources for more analytical roles [9] - Companies like Yonyou Network and Hand Information are developing financial and supply chain AI solutions that improve efficiency and reduce labor costs [10] Group 4 - Hengsheng Electronics is a leader in financial IT, providing AI solutions that automate trading and risk management, significantly reducing the need for human traders [11] - RunDa Medical's AI diagnostic systems have received FDA approval, demonstrating their effectiveness in improving diagnostic accuracy in hospitals [12] - AI infrastructure companies like Tuwei Information and Inspur Information are benefiting from the growing demand for AI computing power, essential for running AI applications [12] Group 5 - To assess the legitimacy of the AI boom, three indicators are suggested: the source of revenue, R&D investment, and the necessity of the product [13][14] - Companies with substantial overseas revenue and high R&D investment are more likely to be genuine players in the AI space, while those with low investment may be opportunistic [14] - The current AI market is viewed as an investment in the foundational technologies of the future, rather than a speculative trading opportunity [15]