Group 1 - The MLOps concept index rose by 0.96%, ranking 10th among concept sectors, with 13 stocks increasing in value, including Aobi Zhongguang, Xinghuan Technology, and Tuolisi, which rose by 6.00%, 3.90%, and 3.27% respectively [1] - The MLOps sector saw a net inflow of 302 million yuan from main funds, with 11 stocks receiving net inflows, and 5 stocks exceeding 30 million yuan in net inflow, led by Tuolisi with a net inflow of 202 million yuan [1] - The top three stocks by net inflow ratio in the MLOps sector were Xinju Network, Keda Guochuang, and Tuolisi, with net inflow ratios of 11.25%, 8.51%, and 8.02% respectively [2] Group 2 - The top gainers in the MLOps sector included Tuolisi, which had a daily increase of 3.27% and a turnover rate of 11.69%, and Keda Guochuang, which increased by 1.63% with a turnover rate of 7.24% [2] - The stocks with the largest declines included Qiming Information, which fell by 1.33%, and Henghua Technology, which decreased by 1.32% [3] - Aobi Zhongguang led the gainers with a significant increase of 6.00%, while Yuxin Technology experienced a decline of 1.22% [3]

31日早盘，AI产业链全线沸腾，光模块等AI硬件带动AI应用大涨，创业板人工智能涨幅持续扩大超 3%。AI算力硬件方面，光模块龙头"易中天"（新易盛、中际旭创、天孚通信）集体新高；AI应用方 面，易点天下20CM涨停，深信服大涨超7%，拓尔思涨超5%。 热门ETF方面，同标的指数规模最大、流动性突出的创业板人工智能ETF（159363）场内涨幅扩大，盘 中涨幅摸高3.73%，价格持续推高触及0.64元，放量成交超2.35亿元。 算力硬件方面，英伟达昨晚股价再创历史新高！国盛证券认为，A股算力产业链是稀缺的真成长板块。 未来随着AI商业化的持续落地，算力产业趋势有望成为上一轮云计算的黄金十年的强化版，A股AI主线 中的优秀企业估值体系有望向成长股切换。海外算力复苏趋势已经较为显著，坚定推荐算力产业链相关 企业如光模块龙头、光器件等。 AI应用方面，消息面上，据不完全统计，大模型应用的个人用户注册总数已超过31亿，API调用用户总 数超过1.59亿。东方证券表示，看好下半年垂类AI产品用户增长和商业化闭环提速，考虑到目前海外AI 付费习惯和意愿更好，认为应重视国内有海外AI应用布局的公司，商业化起量或超预期。 把 ...

Group 1 - The core viewpoint of the article highlights the strong performance of AI application stocks, driven by a surge in AI hardware stocks, with companies like 易点天下 and 值得买 both rising over 10% [1] - The stock 用友网络 reached its daily limit increase, while 鼎捷数智 and 三六零 saw increases of over 5% [1] - Other companies such as 福昕软件, 拓尔思, and 新致软件 also experienced upward movement in their stock prices [1] Group 2 - According to incomplete statistics, the total number of personal user registrations for large model applications has exceeded 3.1 billion [1] - The total number of API call users has surpassed 159 million [1]

Group 1 - The company, Tuolsi (300229), has successfully won a bid for an artificial intelligence project with a leading bank, providing comprehensive AI solutions [1] - The project will encompass key technologies such as natural language processing and machine learning, aimed at enhancing the efficiency of banking services and improving customer experience [1]

数据来源：天眼查APP 证券之星消息，根据天眼查APP数据整理，近日，海南热度数智技术有限公司成立，法定代表人为郭 军，注册资本1000万元，经营范围包含：一般经营项目：软件开发；技术服务、技术开发、技术咨询、 技术交流、技术转让、技术推广；以自有资金从事投资活动；计算机及办公设备维修；计算机软硬件及 辅助设备批发；计算机软硬件及辅助设备零售；电子产品销售；计算机系统服务；数据处理服务；通讯 设备销售(经营范围中的一般经营项目依法自主开展经营活动，通过国家企业信用信息公示系统(海南)向 社会公示)(一般经营项目自主经营，许可经营项目凭相关许可证或者批准文件经营)(依法须经批准的项 目，经相关部门批准后方可开展经营活动。)。天眼查APP股权穿透显示，该公司由拓尔思全资持股。 ...

Industry Overview - The artificial intelligence agent industry in China is defined as software systems driven by large language models (LLMs) that integrate various plugins to make autonomous decisions and learn from their environment [1] - The industry has formed a complete system covering the foundational, technical, and application layers, with hardware and computing power providers at the base, model providers in the middle, and application developers and service providers at the downstream [2][5] Market Size and Growth - In 2023, the AI agent market in China reached 55.4 billion yuan, with projections to grow to 852 billion yuan by 2028, reflecting a compound annual growth rate (CAGR) of 72.7% [12] - The demand structure for AI agents is diverse and rapidly growing, with the intelligent customer service market exceeding 7 billion yuan in 2023 and expected to reach 18.13 billion yuan by 2027, a CAGR of over 27% [13] Development Trends - The AI agent industry is still in its early stages, evolving from simple chatbots to more complex agents capable of autonomous reasoning and decision-making [8] - The penetration rate of AI agents in enterprises is currently below 5% but is expected to rise to 25% for large enterprises and 15% for small and medium-sized enterprises by 2028 [15] Policy Background - Since 2015, the Chinese government has been promoting AI technology development and application through a comprehensive policy framework that includes ethical norms and data security [10][11] Competitive Landscape - The competitive landscape is characterized by a concentration of leading companies such as Alibaba, Tencent, and Baidu, which dominate the large model layer, while vertical players focus on specific industry applications [21][24] - Initial companies are leveraging technological breakthroughs and innovative models to disrupt the industry, with examples like Manus and Dify gaining significant traction [25] Future Outlook - The AI agent market is expected to experience significant growth, with industrial and medical applications showing strong potential due to the rapid release of smart manufacturing and automation needs [27] - Key technological breakthroughs in multi-modal interaction, autonomous decision-making, and multi-agent collaboration are critical for the industry's future development [30]

华西证券（002926）指出，今年WAIC会议，相较于2024年，将呈现出更多全球化、多元化、商业化等 特点，行业加速在各个场景实现落地，大模型与Agent等技术加速变现至生产力要素上。民生证券认 为，伴随WAIC2025盛大召开，我国数字经济发展正在从"互联网+"的广泛连接阶段，向着"人工智能 +"的创新引领阶段持续迈进，在年初《政府工作报告》重点提及"人工智能+"的催化下，当前相关政策 进入井喷期，"人工智能+行业应用"正在加速落地，未来有望重现"互联网+行业应用"的高景气发展。 AI大模型继续狂飙，商业化AI产品应用落地加速，算力需求居高不下，AI产业链迎来新一阶段的催 化，叠加政策扶持数字经济力度不减，云计算50ETF(516630)覆盖的光模块CPO、数据中心IDC、AI服 务器等热门算力板块的景气度有望持续上升。 截至7月28日收盘，A股三大指数集体收涨。上证指数收报3597.94点，涨0.12%；深证成指收报11217.58 点，涨0.44%；创业板指收报2362.6点，涨0.96%。盘面上，PCB等算力硬件股走强，影视股表现活跃， 电子元件、PEEK材料、保险等板块领涨。近期热度较高的云计算5 ...

AI and Market Trends - AI applications are entering a rapid growth phase, supported by mature infrastructure and decreasing costs of large model calls, enhancing commercial potential[3] - China possesses significant data reserves and a broad demand scale, providing a competitive advantage for AI development[3] Market Performance - The A-share market experienced a general rise, with the Shanghai Composite Index up by 1.67% and the Shenzhen Component Index up by 2.33% during the week[15] - Mid-cap indices such as the CSI 500 and CSI 1000 outperformed large-cap indices, with increases of 3.28% and 2.38% respectively[17] Dietary Supplements Industry - The global dietary supplement market is projected to reach $223 billion by 2026, driven by population growth and increasing health awareness[5] - HMB, a key nutrient for muscle health, is expected to see global production reach 3,572 tons by 2030, indicating strong market potential[5] Investment Recommendations - Recommended stocks include Toris (拓尔思), which has a robust open-source intelligence data resource, and Songlin Technology (松霖科技), focusing on health robots[3] - Other notable mentions are Rongxin Culture (荣信文化), which is expanding into AI+ education scenarios[3] Corporate Actions - This week, two companies listed on the A-share market, with C Shanda and C Jiyuan seeing first-day gains of 356% and 274% respectively[33] - There were six new public offerings announced, with an average discount rate of 18.9% and an average return of 40.7% on recent fundraising projects[34][40]

Core Viewpoint - The Huawei Pangu concept stock has shown a positive performance with a 1.81% increase, ranking 10th among concept sectors, while 23 stocks within the sector experienced gains, indicating strong market interest in AI-related technologies [1] Market Performance - The Huawei Pangu concept sector saw a net inflow of 936 million yuan from main funds, with 18 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow [1] - Top gainers in the Huawei Pangu concept include Tuowei Information (+3.72 billion yuan), Tuolsi (+958.98 million yuan), and Yidian Tianxia (+931.99 million yuan) [1][2] Sector Comparison - The Sora concept (text-to-video) led the market with a 2.98% increase, while the Hainan Free Trade Zone saw a decline of 3.77% [1] - Other notable sectors include photolithography (+2.79%) and multimodal AI (+2.30%), while the low-radiation glass sector decreased by 1.61% [1] Fund Flow Ratios - Leading stocks in terms of fund inflow ratios include Fanwei Network (12.94%), Jiulian Technology (11.08%), and Newcap (8.86%) [2] - The top stocks in the Huawei Pangu concept based on main fund flow include Tuowei Information (7.23%), Tuolsi (3.32%), and Yidian Tianxia (6.16%) [2][3]

Group 1 - The MLOps concept index rose by 2.04%, ranking 6th among concept sectors, with 16 stocks increasing in value, including Tuorisi, Xinghuan Technology, and Geling Deep Vision, which rose by 7.56%, 5.77%, and 5.06% respectively [1] - The MLOps sector saw a net inflow of 246 million yuan from main funds, with 13 stocks receiving net inflows, and 5 stocks exceeding 30 million yuan in net inflow, led by Runhe Software with a net inflow of 104 million yuan [2][3] - The top three stocks by net inflow ratio in the MLOps sector were Aobi Zhongguang, Keda Guochuang, and Guanghuan Xinwang, with net inflow ratios of 7.22%, 6.13%, and 6.07% respectively [3][4] Group 2 - The MLOps concept had a total of 16 stocks that increased, while Henghua Technology and Yuxin Technology were among the top decliners, falling by 2.40% and 1.99% respectively [1][2] - The trading volume and turnover rates for key stocks in the MLOps sector showed significant activity, with Tuorisi having a turnover rate of 14.22% and Runhe Software at 8.41% [3][4] - The overall performance of the MLOps sector indicates a positive trend, with several stocks showing strong gains and attracting substantial investment [1][2]