智通财经7月31日电，受AI硬件股大涨带动，AI应用股跟随走强，易点天下、值得买双双涨超10%，用 友网络涨停，鼎捷数智、三六零涨超5%，福昕软件、拓尔思、新致软件等跟涨。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。 AI应用股逆势活跃 易点天下、值得买双双涨超10% ...

拓尔思（300229）成功中标头部银行人工智能项目，为该银行提供全面的人工智能解决方案。该项目将 涵盖自然语言处理、机器学习等关键技术，旨在提升银行服务效率和客户体验。(拓尔思) ...

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。 ...

转自：前瞻产业研究院 行业主要公司：科大讯飞(002230)、第四范式(06682)、拓尔思(300229)、用友网络(600588)、云从科技 (688327)、出门问问(02438)、迈富时(02556)等 本文核心数据：人工智能代理行业全景图谱、人工智能代理行业未来发展趋势等 行业概况 1、定义 人工智能代理通常指由大语言模型(LLM)所驱动，整合了MCP代理等插件，通过感知环境，可以进行自主决 策和包含目标导向和学习能力并最后输出结果的软件系统。能通过接受输入(感知系统)，并运用内部机制(目 标、规划、学习等)在执行器上输出影响输出行为的环境以及决策。 2、产业链三层次全景剖析 中国人工智能代理产业链已形成覆盖基础层、技术层、应用层的完整体系。在人工智能代理的产业链上，一 般由硬件与算力的提供方提供运行大模型所需要的设备及环境，而模型提供方则是提供已经经过数据喂养和 学习的大模型，之后由中游的平台与中台将已经完成整合的模型与外接服务器提供给产业链下游的应用开发 和行业服务商。 行业发展历程：行业处在早期发展阶段 基础层以云计算、国产AI芯片、数据资源及算法框架为支撑;技术层由大模型厂商、多模态技术及行 ...

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]

Group 1 - The artificial intelligence application sector, including KIMI and Chat GPT, is experiencing strong performance, with the ChiNext AI ETF rising nearly 1% and stocks like Tuolisi increasing over 7% [1] - The launch of ChatGPT Agent by OpenAI and the release of the Kimi K2 model by Moonlight Dark Side are significant developments in the AI landscape [1] - The upcoming World Artificial Intelligence Conference from July 26 to 28 will feature over 800 participating companies, with more than 50% being international, showcasing over 3,000 cutting-edge exhibits [1] Group 2 - The ChiNext AI ETF focuses on AI-related companies, tracking the ChiNext AI Index, with a daily price fluctuation limit of ±20% [2] - The index has over 33% weight in optical modules, with leading stocks including Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication [2] - The ETF has a low annual management fee of 0.15% and a custody fee of 0.05%, making it competitive among similar funds [2]

Core Viewpoint - The performance of Huawei's computing concept stocks is active, with significant gains observed in several companies ahead of the World Artificial Intelligence Conference (WAIC) [1] Group 1: Stock Performance - Yuncong Technology saw a rise of over 10% [1] - Zhizhen Technology reached its daily limit up [1] - Tianrun Technology, Tuolisi, and Zhongcheng Technology increased by over 5% [1] - Other companies such as Hand Information, Danghong Technology, Youkede, and Hengwei Technology also experienced gains [1] Group 2: Upcoming Events - The 2025 World Artificial Intelligence Conference (WAIC) is set to take place from July 26 to July 29 [1] - Huawei will showcase its Ascend 384 super node hardware for the first time at this event [1] - Huawei's Ascend super node technology has achieved the industry's largest scale with 384 card high-speed bus interconnection [1]