转自：证券时报 人民财讯8月25日电，近日，东华软件股份公司（简称"东华软件"）与浪潮信息联合打造智慧水文"四 预"综合治理平台，以边缘计算方案为底座，结合东华软件防洪治理系统及专业水文算法模型，算力与 算法深度融合，将预报精度相对误差控制在5%以内，洪水预警提前至2—4天，实现全要素精细化预演 和科学预案，为防汛救灾赢得充分的黄金时间。 ...

-今日A股共有5只个股换手率超过40%； 【振幅大】 -今日A股共有6只个股振幅超过20%； -海特生物、腾龙股份等个股振幅居前； 【换手率高】 -好上好、能之光等个股换手率居前； 【主力资金】 -主力资金今日净流入有色金属、食品饮料、房地产等板块，净流出计算机、电子等板块； -领益智造、东方精工、万科A、中文在线、阳光电源主力资金净流入规模居前，分别净流入11.9亿元、 11.34亿元、11.11亿元、10.99亿元、9.59亿元； -中兴通讯、拓维信息、浪潮信息、海光信息、东方财富主力资金净流出规模居前，分别净流出13.56亿 元、11.04亿元、9.97亿元、9.62亿元、9.17亿元。 ...

浪潮信息成交额达100亿元，现跌0.31%。 ...

Market Overview - The Shanghai Composite Index rose by 3.49% last week, closing at 3825.76 points, with a peak of 3825.76 points [1] - The Shenzhen Component Index increased by 4.57%, closing at 12166.06 points, with a peak of 12167.28 points [1] - The ChiNext Index saw a rise of 5.85%, closing at 2682.55 points, with a peak of 2683.9 points [1] - In the global market, the Nasdaq Composite Index fell by 0.58%, while the Dow Jones Industrial Average rose by 1.53% and the S&P 500 increased by 0.27% [1] - In the Asia-Pacific region, the Hang Seng Index rose by 0.27%, while the Nikkei 225 Index fell by 1.72% [1] New Stock Issuance - One new stock was issued last week, with the details as follows: - Stock Code: 920112.BJ, Stock Name: 巴兰任, Subscription Date: 20250819 [2] Margin Trading - The total margin trading balance in the Shanghai and Shenzhen markets reached 21477.3 billion yuan, with a financing balance of 21327.89 billion yuan and a securities lending balance of 149.41 billion yuan [3] - The margin trading balance increased by 917.9 billion yuan compared to the previous week [3] - The Shanghai market's margin trading balance was 10948.37 billion yuan, up by 473.51 billion yuan, while the Shenzhen market's balance was 10528.93 billion yuan, up by 444.39 billion yuan [3] - A total of 3444 stocks had margin buying, with 265 stocks having buying amounts exceeding 1 billion yuan, led by 东方财富 (212.35 billion yuan), 北方稀土 (122.35 billion yuan), and 中兴通讯 (119.31 billion yuan) [3][4] Fund Issuance - Eight new funds were issued last week, including: - 诺安稳健回报混合D, 博时稳健回报债券(LOF)E, 华宝宝康债券D, 华富可转债债券D, 汇添富双鑫添利债券D, 安信平衡养老目标三年持有期混合发起, 长盛元赢30天持有债券C, and 长盛元赢30天持有债券A [5][6] Company Buybacks - Thirteen companies announced share buybacks last week, with the top five by execution amount being: - 中国石化, 星网锐捷, 飞鹿股份, 火炬电子, and 意华股份 [7][8] - The highest buyback amounts were concentrated in the oil and petrochemical, telecommunications, and basic chemical industries [8]

Group 1 - The A-share market saw a collective surge in stocks related to the "East Data West Computing" initiative, with notable gains from companies such as TeFa Information and Zhongke Shuguang reaching the daily limit, while Data Port increased by over 9% [1] - The Ministry of Industry and Information Technology (MIIT) has announced plans to orderly guide the construction of computing power facilities, aiming to enhance the quality of computing resource supply and accelerate breakthroughs in key technologies such as GPU chips [1] Group 2 - TeFa Information (000070) experienced a 10.05% increase, with a total market value of 9.463 billion and a year-to-date increase of 82.78% [2] - Zhongke Shuguang (603019) rose by 10.00%, with a market capitalization of 133.3 billion and a year-to-date increase of 26.53% [2] - Data Port (603881) saw a 9.17% increase, with a market value of 22.8 billion and a year-to-date increase of 68.75% [2] - Other companies such as AoFei Data, Runze Technology, and Zhejiang University Network New also reported significant gains, with increases ranging from 4.05% to 8.11% [2]

公司发布的一季报数据显示，一季度公司共实现营业收入468.58亿元，同比增长165.31%，实现净利润 4.63亿元，同比增长52.78%，基本每股收益为0.3143元，加权平均净资产收益率2.30%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 浪潮信息股价创出历史新高，截至10:12，该股上涨4.11%，股价报71.00元，成交量9085.05万股，成交 金额63.44亿元，换手率6.18%，该股最新A股总市值达1045.22亿元，该股A股流通市值1044.00亿元。 证券时报·数据宝统计显示，浪潮信息所属的计算机行业，目前整体涨幅为1.61%，行业内，目前股价上 涨的有256只，涨停的有开普云、ST易联众等7只。股价下跌的有90只，跌幅居前的有*ST云创、汉鑫科 技、*ST广道等，跌幅分别为4.77%、4.00%、3.72%。 两融数据显示，该股最新（8月22日）两融余额为54.86亿元，其中，融资余额为54.77亿元，近10日增加 11.37亿元，环比增长26.19%。 ...

Group 1 - The A-share market saw a collective surge in "East Data West Computing" concept stocks, with notable gains from companies such as TeFa Information and Zhongke Shuguang reaching the daily limit, while Data Port increased by over 9% [1] - The Ministry of Industry and Information Technology announced plans to orderly guide the construction of computing power facilities, aiming to enhance the quality of computing resource supply and accelerate breakthroughs in key core technologies like GPU chips [1] Group 2 - TeFa Information (code: 000070) experienced a 10.05% increase, with a total market value of 9.463 billion and a year-to-date increase of 82.78% [2] - Zhongke Shuguang (code: 603019) rose by 10.00%, with a market capitalization of 133.3 billion and a year-to-date increase of 26.53% [2] - Data Port (code: 603881) saw a 9.17% rise, with a market value of 2.28 billion and a year-to-date increase of 68.75% [2] - Other companies such as Aofei Data, Runze Technology, and Zhejiang University Network New also reported significant gains, with increases ranging from 4.05% to 8.11% [2]

Group 1 - The core viewpoint is that China's computing power platforms are accelerating construction, with 10 provinces officially connected to the computing power sub-platforms, and the total computing power scale in China is growing at an annual rate of approximately 30% [1] - By 2025, China's intelligent computing power scale is expected to exceed 40% growth, with projections indicating that the intelligent computing power scale will reach 1,037.3 EFLOPS by 2025 and 2,781.9 EFLOPS by 2028 [1] - The market for intelligent computing centers in China is anticipated to reach 288.6 billion yuan by 2028, driven by the shift from training to inference in AI large model applications [1] Group 2 - As of August 25, 2025, the CSI Artificial Intelligence Theme Index has surged by 3.73%, with significant gains in constituent stocks such as Zhongke Shuguang (up 10.00%) and Cambrian (up 9.48%) [2] - The AI Artificial Intelligence ETF has also shown strong performance, with a recent price of 1.94 yuan and a cumulative increase of 14.22% over the past week [2] - The top ten weighted stocks in the CSI Artificial Intelligence Theme Index account for 55.52% of the index, indicating a concentrated investment in key players within the AI sector [2]

Group 1 - Key Point 1: Focus on the release of important economic data including the US July PCE, Q2 GDP, and July durable goods orders, as well as China's August official PMI and July profits of large-scale industrial enterprises [1] - Key Point 2: Companies scheduled to announce earnings include Nvidia, Alibaba, Meituan, Pinduoduo, Luxshare Precision, Newray, and Zhongji Xuchuang [1] - Key Point 3: Additional tariffs imposed by the US on India, bringing the total tariff rate to 50% [1][5] Group 2 - Key Point 1: Earnings announcements on August 25 include Pinduoduo, Haidilao, Luxshare Precision, Poly Development, Hengli Hydraulic, and Newray [2] - Key Point 2: On August 26, key economic indicators such as the US July durable goods orders will be released, along with earnings from companies like China Petroleum and Aier Eye Hospital [3] - Key Point 3: On August 27, the release of China's July profits of large-scale industrial enterprises is anticipated, alongside earnings from companies like Nvidia and Meituan [4] Group 3 - Key Point 1: On August 28, the US will release revised Q2 GDP and PCE data, with earnings announcements from companies like Yili and Mindray [5] - Key Point 2: On August 29, the US July PCE price index will be released, with Alibaba also announcing its earnings [6] - Key Point 3: China's August official manufacturing PMI will be released on August 31 [7]

Investment Rating - The industry investment rating is "Positive" and maintained [7] Core Viewpoints - Supernodes are the new generation of computing infrastructure, with leading companies in the computing industry launching supernode products to address performance bottlenecks in large model training and inference, particularly in communication speed [2][10] - The introduction of supernodes is expected to enhance the value across multiple computing segments, suggesting investment opportunities in related sectors of the industry chain [2][10] Summary by Sections Event Description - Global computing leaders like NVIDIA and Huawei are set to launch supernode products in 2025, with NVIDIA's GB200 and Huawei's Ascend 384 supernode being notable examples [4][10] - Inspur also announced its supernode AI server "Yuan Brain SD200" at the 2025 Open Computing Technology Conference, capable of running trillion-parameter models [4][10] Technical Insights - Supernodes, initially proposed by NVIDIA, utilize high-bandwidth interconnections among GPUs to form a scalable system, significantly improving computing density and communication complexity compared to traditional AI servers [10] - The architecture of supernodes supports parallel computing tasks, accelerating parameter exchange and data synchronization, thus shortening training cycles for large models [10] Investment Opportunities - The report suggests focusing on investment opportunities in the following areas: 1. Leading domestic AI chip companies like Cambricon 2. Supernode server manufacturers 3. Supporting manufacturers for supernode components such as PCBs and liquid cooling systems 4. Partners related to Huawei's supernode initiatives [10]