格隆汇8月4日｜A股市场AI智能体板块走强，其中，金科环境涨超13%，金现代涨超10%，华盛昌、能 科科技10CM涨停，品高股份、鼎捷数智涨超7%，神州泰岳、浙大网新涨超6%。 ...

截至2025年8月4日 11:15，中证500质量成长指数(930939)上涨0.22%，成分股神州泰岳(300002)上涨8.95%，捷佳伟创(300724)上涨6.00%，中创智领(601717) 上涨3.16%，湖南黄金(002155)上涨2.48%，乖宝宠物(301498)上涨2.42%。500质量成长ETF(560500)上涨0.20%，最新价报1.02元。 银河证券建议，8月份在政策空窗期和中报集中披露期，资金可能尝试把握业绩确定性较强的机会。但另一方面，业绩预期处于空窗期，且业绩链在预告阶 段已完成部分博弈，所以8月市场或为局部热点轮动行情，大概率还会发酵一些边缘概念，对追高操作要适当谨慎。 国投证券认为，国内7月中央政治局会议在财政、货币、消费、企业经营等领域均有积极表态，无需担心政策呵护出现调整。总结看，本轮由于主动信贷扩 张所形成基于流动性推动的牛市大逻辑并未受到破坏，8月大盘指数预计在"银行搭台、多方唱戏下"维持强势，眼下重在结构。 值得注意的是，Wind数据显示，该基金跟踪的中证500质量成长指数估值处于历史低位，最新市净率PB为1.92倍，低于指数近3年86.79%以上的时间，估值 ...

Core Viewpoint - The gaming concept stocks have shown strong performance, with notable increases in companies such as Giant Network, which hit the daily limit, and Shenzhou Taiyue and Light Media, which rose over 8% and 5% respectively [1] Group 1: Market Performance - The ETF tracking the CSI Animation and Gaming Index increased by approximately 3% [1] - Specific gaming ETFs reported the following prices and changes: - ETF 159869 at 1.319 with a rise of 2.97% - ETF 516010 at 1.310 with a rise of 2.91% - ETF 516770 at 1.361 with a rise of 2.72% [2] Group 2: Industry Outlook - Analysts indicate that the global gaming market is in an upward cycle, with optimistic long-term growth expected in both revenue and player numbers [2] - The powerful generative capabilities of DeepSeek may significantly enhance game development efficiency, allowing for the creation of more user-demanded virtual characters, maps, and storylines, thereby enriching gameplay and fostering paid scenarios [2]

Group 1 - A-shares experienced fluctuations and climbed after opening, with the gaming sector showing significant movement, particularly the software ETF Huaxia (159256), whose holding stock Shen Zhou Tai Yue rose over 8% [1] - The State Council's executive meeting approved the "Artificial Intelligence +" action plan, emphasizing the promotion of AI's large-scale and commercial application across various sectors, aiming to integrate AI with manufacturing, education, healthcare, and transportation [1] - Zhonghang Securities' report highlighted that the policy establishes a clear development line for "AI+", combined with breakthroughs in general large model technology, indicating that the AI industry is entering a value release window, with 2025 expected to be the "year of AI application landing" [1] Group 2 - The Huaxia software ETF (159256) tracks the entrepreneurial software index (399264), focusing on 50 quality AI software stocks in the entrepreneurial board, with a high concentration in software development and IT services, accounting for 70% of the industry [2] - Key weighted stocks in the index include well-known software companies such as Tonghuashun, Runhe Software, Softcom Power, Guiding Compass, Kunlun Wanwei, and Deepin Technology [2]

Core Viewpoint - A-shares in the online gaming sector experienced a collective surge, driven by the expansion of the female micro-horror gaming segment, which is gaining traction and integrating various gameplay elements [1] Group 1: Market Performance - Major stocks such as Giant Network and Shenzhou Taiyue saw increases of over 8%, while Huaru Technology rose by 6.5%, and Beiwai Technology increased by 5% [1] - Other companies like Bingchuan Network, Zhejiang Shuju Culture, Sanqi Interactive Entertainment, and Chuling Information also reported gains exceeding 2% [1] Group 2: Industry Insights - CITIC Securities' research report indicates that the female micro-horror gaming segment has been gradually expanding since the second half of 2024, filling a gap in the "search, fight, and retreat" gameplay for female players [1] - The game "Supernatural Action Group," set to be launched by Giant Network in 2025, features a unique gameplay style and has collaborated with significant Chinese cultural IPs since April [1] - The report highlights that the growth in this segment is attributed to high-frequency IP collaborations and event operations, resonating with younger audiences for emotional engagement and stress relief [1] Group 3: Global Market Trends - SensorTower's report projects that the global mobile and PC gaming market will regain growth momentum, with the total market size expected to exceed $120 billion by 2028 [1] - In 2024, global mobile game in-app purchase revenue is anticipated to grow by 4% year-on-year, surpassing 2020 levels, and is expected to continue growing by 6% in 2025, reaching $85.4 billion [1] - By 2028, global mobile game in-app purchase revenue is forecasted to reach $106.5 billion [1]

截至8月4日开盘一小时，主力资金流入前20的股票分别为：长城军工（4.88亿元）、海光信息（4.57亿 元）、山河智能（4.31亿元）、航天电子（4.00亿元）、利君股份（3.28亿元）、赤峰黄金（2.53亿 元）、顺钠股份（2.37亿元）、工商银行（2.14亿元）、浙大网新（2.09亿元）、长城电工（2.04亿 元）、爱乐达（2.03亿元）、中金黄金（1.95亿元）、中国银行（1.94亿元）、神州泰岳（1.89亿元）、 光线传媒（1.70亿元）、万里马（1.65亿元）、江海股份（1.60亿元）、长盛轴承（1.55亿元）、民生银 行（1.52亿元）、圣邦股份（1.46亿元）。 作者：金股通 本文源自：金融界 ...

Market Overview - The Shanghai Composite Index fell by 0.94% this week, with six industries experiencing gains, led by the pharmaceutical and communication sectors, which rose by 2.95% and 2.54% respectively [1] - The coal and non-ferrous metals industries saw the largest declines, with drops of 4.67% and 4.62% respectively [1] Fund Flow Analysis - A total of 211.86 billion yuan was net withdrawn from the two markets this week, with only the banking sector seeing a net inflow of 4.33 billion yuan [2] - The non-ferrous metals sector had the highest net outflow, totaling 25.99 billion yuan, followed by the computer sector with a net outflow of 20.45 billion yuan [2] Industry Performance - The banking sector experienced a slight decline of 0.84% with a net inflow of 4.33 billion yuan, while the real estate sector fell by 3.43% with a net outflow of 4.38 billion yuan [3] - The media industry saw a modest increase of 1.13% despite a net outflow of 2.62 billion yuan, with 65 out of 130 stocks in the sector rising [3][4] Media Sector Highlights - Within the media sector, the top performers included Yidian Tianxia, Guomai Culture, and Yidian Tianxia, which rose by 45.73%, 29.37%, and 23.00% respectively [4] - Conversely, stocks such as Xinhua Media, ST Fanli, and Guangxi Broadcasting experienced declines of 9.57%, 5.31%, and 5.06% respectively [4] Individual Stock Performance - The top three stocks with significant net inflows in the media sector were Yidian Tianxia (336 million yuan), Shenzhou Taiyue (320 million yuan), and Vision China (269 million yuan) [4] - The stocks with the largest net outflows included China Film (335 million yuan), Happy Blue Sea (328 million yuan), and ST Huaton (237 million yuan) [6]

Group 1 - The core index of the entertainment and media sector, the CSI Entertainment and Media Index, has shown a positive performance with a 2.65% increase over the past month, an 8.83% increase over the past three months, and an 11.33% increase year-to-date [2] - The CSI Entertainment and Media Index includes companies involved in video, live streaming, gaming, film, IPTV/OTT, digital publishing, digital marketing, online education, and event performances, reflecting the overall performance of listed companies in the cultural, entertainment, and media sectors [2] - The top ten weighted companies in the CSI Entertainment and Media Index are: Focus Media (9.68%), China Duty Free Group (8.37%), Giant Network (4.34%), Kunlun Wanwei (4.21%), Kaiying Network (4.13%), Light Media (3.92%), Leo Group (3.51%), 37 Interactive Entertainment (3.39%), BlueFocus Communication Group (3.37%), and Shenzhou Taiyue (3.29%) [2] Group 2 - The CSI Entertainment and Media Index is primarily composed of companies listed on the Shenzhen Stock Exchange, which accounts for 73.17% of the index, while the Shanghai Stock Exchange accounts for 26.83% [2] - In terms of industry composition, the index has a significant focus on communication services, which make up 87.48% of the holdings, followed by consumer discretionary at 11.27%, and information technology at 1.25% [2] - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December each year [3]

从资金流向上来看，当日游戏板块主力资金净流出6.64亿元，游资资金净流入1.66亿元，散户资金净流入 4.98亿元。游戏板块个股资金流向见下表： 证券之星消息，8月1日游戏板块较上一交易日上涨0.48%，吉比特领涨。当日上证指数报收于3559.95， 下跌0.37%。深证成指报收于10991.32，下跌0.17%。游戏板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603444 | 吉比特 | 348.00 | 2.40% | 1.83万 | | 6.14亿 | | 002425 | ST凯文 | 3.04 | 1.67% | 9.45万 | | 2865.38万 | | 002558 | 巨人网络 | 24.12 | 1.60% | 41.65万 | | 9.886 | | 002602 | ST华通 | 12.89 | 1.42% | 110.73万 | | 14.08亿 | | 300494 | 盛天网络 | 14.60 | 0.97% | 31.52 ...

证券代码：300002 证券简称：神州泰岳 公告编号：2025-031 北京神州泰岳软件股份有限公司 关于公司 2023 年限制性股票激励计划第二个归属期 归属结果暨股份上市的公告 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。 重要内容提示： 占归属前公司总股本约 0.23%。截止本公告日，公司已完成向 17 名激励对象定 向发行 4,608,912 股第二类限制性股票的归属登记工作。 股票上市后即可流通。 北京神州泰岳软件股份有限公司（以下简称"公司"）于 2025 年 7 月 18 日 召开的第九届董事会第二次会议，审议通过了《关于公司 2023 年限制性股票激 励计划第二个归属期归属条件成就的议案》等议案。近日，公司办理了 2023 年 限制性股票激励计划第二个归属期归属股份的登记工作，现将相关事项公告如下： 一、激励计划简述及已履行的相关审批程序 （一）激励计划简述 公司于 2023 年 7 月 7 日召开第八届董事会第十二次会议、2023 年 7 月 24 日召开 2023 年第一次临时股东大会，审议通过了《关于 <公司 ensp="ensp" 年 ...