| 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]

Group 1 - The core index of the artificial intelligence industry, the CSI Artificial Intelligence Industry Index (931071), has shown a positive performance with a 0.56% increase as of July 25, 2025, with notable gains from key stocks such as iFlytek (002230) up by 2.92% and Chipone (688521) up by 2.49% [1][3] - The artificial intelligence ETF (515980) has experienced a trading volume of 40.216 million yuan with a turnover rate of 1.22%, and its latest scale reached 3.255 billion yuan [3] - The artificial intelligence ETF has seen continuous net inflows over the past four days, totaling 81.6296 million yuan, with the highest single-day net inflow reaching 36.6568 million yuan [3] Group 2 - The CSI Artificial Intelligence Industry Index is constructed from 50 representative listed companies based on their AI business proportion, growth level, and market capitalization, with the top ten stocks accounting for 52.07% of the index [4][7] - The top ten weighted stocks in the index include companies like Zhongji Xuchuang (300308) and iFlytek (002230), with respective weights of 8.20% and 6.63% [7] - The report from Industrial Securities indicates that the media industry will benefit significantly from AI technology applications, with 2025 expected to be a breakout year for AI applications [8]