（责任编辑：康博） 中国经济网北京8月22日讯 昆仑万维(SZ:300418)今日股价涨停，截至收盘报44.38元，涨幅 20.01%，总市值557.13亿元。 ...

昆仑万维最新一期业绩显示，截至2025一季报，公司营业总收入17.64亿元、同比增长46.07%，归属净 利润76899.99万元，同比减少310.32%，扣非净利润77149.15万元，同比减少298.64%，流动比率1.338、 速动比率1.338、资产负债率19.27%。 金融界消息 截至2025年8月22日收盘，昆仑万维（300418）报收于44.38元，上涨20.01%，换手率 17.29%，成交量216.88万手，成交金额90.47亿元。 资金流向方面，今日主力资金净流入12.80亿元，占比成交额14.15%。其中，超大单净流入16.96亿元、 占成交额18.74%，大单净流出41549.41万元、占成交额4.59%，中单净流出流出88054.98万元、占成交 额9.73%，小单净流出39960.33万元、占成交额4.42%。 通过天眼查大数据分析，昆仑万维科技股份有限公司共对外投资了18家企业，参与招投标项目4次，知 识产权方面有商标信息30条，专利信息7条，此外企业还拥有行政许可13个。 来源：金融界 天眼查商业履历信息显示，昆仑万维科技股份有限公司，成立于2008年，位于北京市，是一家以从事 ...

Group 1 - The A-share major indices further surged in the afternoon, with the ChiNext Index rising over 3%, reaching 2673.3, marking a new high since January 30, 2023 [1] - The month-to-date increase for the ChiNext Index is 14.8% [1] - Sectors such as semiconductors, consumer electronics, small metals, and internet services showed strong performance, with Kunlun Wanwei (300418) hitting the daily limit up, and companies like Deepin Technology (300454), Feili Hua (300395), and Ruijie Networks also seeing significant gains [1]

Core Viewpoint - The ChiNext Index surged over 3% in the afternoon, reaching 2673.3, marking a new high since January 30, 2023, with a monthly increase of 14.8% [1] Group 1: Market Performance - The semiconductor, consumer electronics, small metals, and internet services sectors showed strong performance [1] - Kunlun Wanwei hit the daily limit with a 20% increase, while companies like Deepin Technology, Feili Hua, and Ruijie Networks also saw significant gains [1]

（文章来源：每日经济新闻） 外资机构加速入场布局A股。高盛PrimeBrokerage数据显示，全球对冲基金正以6月底以来的最快速度买 入中国股票。数据显示，截至今年8月21日，外资机构持有A股市值约2.5万亿元，相比2024年末的2.31 万亿元增长8%，占A股总流通市值的2.72%。此外，截至8月21日，A股市场已有920家公司披露了2025 年中报，其中有261家公司的前十大流通股股东名单里出现合格境外机构投资者（QFII）的身影，合计 持股市值约301.40亿元。高盛、瑞银、摩根士丹利等外资机构的最新研报观点认为，A股市场情绪显著 回暖、中期展望向好。 新一代核心宽基A500ETF基金（512050）、A500增强ETF基金（512370）助力投资者一键布局A股核心 资产。该ETF所跟踪中证A500指数，采取行业均衡配置与龙头优选双策略，中证全部35个细分行业全覆 盖，融合价值与成长属性，相比沪深300，超配AI产业链、医药生物、电力设备新能源、国防军工等新 质生产力行业，具备天然的哑铃投资属性。场外联接（A类：022430；C类：022431）。 8月22日午后，A股震荡走强，沪指突破3800点续创 ...

光模块、PCB、服务器、交换机等环节与AI算力深度绑定，我国高阶光模块全球市占率高达70%，在本 轮AI算力建设浪潮中充分受益。人工智能+大势所趋，创业板人工智能ETF华夏（159381）精准布局AI 产业链龙头，聚焦高景气AI算力（光模块CPO权重占比超40%）+AI中游软件+应用，高效地捕捉AI主 题行情，目前该ETF场内综合费率仅0.20%，位居同类最低。值得注意的是，今年以来，其跟踪的创业 板人工智能年内累计上涨超50%，显著跑赢CS人工智、科创AI等同类AI指数。 （文章来源：每日经济新闻） 国产大模型引爆算力链行情，中信建投证券表示，当前AI大模型的用户渗透率仍较低，大模型发展仍 处于中初级阶段，产业化应用周期才开始，大模型带来的算力投资方兴未艾，资本开支会随着大模型收 入的增长而增长，投资的天花板可以很高。当前对于算力基础设施产业链，北美链和国产链都值得关 注。 8月22日，A股人工智能产业链集体爆发，其中芯片、光模块CPO、智能体等方向强势领涨。AI算力含 量近50%的创业板人工智能ETF华夏（159381）盘中涨超4%，截至13：26，涨3.53%，持仓股昆仑万维 涨超19%，锐捷网络、景嘉 ...

昆仑万维盘中涨停，现报44.38元。 ...

Core Viewpoint - The article highlights the significant surge in the STAR Market, particularly driven by the AI and semiconductor sectors, with a notable increase in the STAR 50 index and various AI-related stocks [1][5]. Group 1: Market Performance - On August 22, the STAR 50 index rose over 5%, with stocks like Haiguang Information and Cambrian Technology seeing increases of 19% and 14% respectively, while the overall market showed a mixed trend with more declines than gains [1][5]. - The AI computing index also experienced a rise of 3.01% during the trading session, indicating strong investor interest in AI-related stocks [1]. Group 2: Key Drivers of AI Sector Growth - Three major positive developments contributed to the strength of the AI and domestic substitution sectors: 1. The release of DeepSeek-V3.1, which utilizes UE8M0 FP8 Scale parameters, is designed for the upcoming generation of domestic chips, enhancing performance in AI tasks [3][6]. 2. A new policy financial tool worth 500 billion yuan is set to be introduced, focusing on digital economy and AI sectors, alongside the EU's plan to purchase 40 billion USD worth of US AI chips, highlighting global emphasis on AI [3][6]. 3. Reports of Nvidia halting production of the H20 chip have renewed focus on domestic alternatives, with expectations for continued growth in domestic computing capabilities [4][6]. Group 3: Market Trends and Future Outlook - Despite recent market fluctuations, there remains strong support for stocks, with several exceeding 10 billion yuan in trading volume, indicating concentrated investor interest [7]. - Long-term projections suggest a "slow bull" market trend, supported by moderate leverage and valuation levels, with potential liquidity influx of approximately 14 trillion yuan into the market due to asset rotation [8]. - The accumulation of excess savings post-2018, estimated at over 30 trillion yuan, could lead to significant capital flowing into investments, particularly as deposits mature in the coming years [8].

Group 1 - The ChiNext Index is experiencing upward fluctuations, with strong performance in AI agents, chips, and fintech sectors [1] - The Tianhong ChiNext ETF (159977) increased by 2.64%, with a trading volume exceeding 410 million yuan, and has seen a net inflow of over 26 million yuan in the last two days [1] - The top ten weighted stocks in the ChiNext Index include Ningde Times, Oriental Fortune, and Mindray Medical, reflecting the growth potential of high-tech enterprises [1] Group 2 - The current era is characterized as the AI era, marking the fourth industrial revolution, which is driven by the demand for computing power [2] - Long-term investment opportunities are identified in advanced semiconductor equipment, materials, manufacturing, and packaging, which are crucial for the future development of semiconductors [2] - The release of DeepSeek V3.1 supports FP8 precision and upcoming domestic chips, indicating a boost in the domestic computing power ecosystem [2]

Core Viewpoint - The AI agent concept experienced significant fluctuations during trading, with Kunlun Wanwei rising over 10%, and other companies such as Haitai Ruisheng, Yongyou Network, Yanhua Intelligent, Wanxing Technology, and Dingjie Zhizhi also seeing gains [1] Company Summary - Kunlun Wanwei saw a rise of over 10% in its stock price [1] - Haitai Ruisheng, Yongyou Network, Yanhua Intelligent, Wanxing Technology, and Dingjie Zhizhi also experienced stock price increases, indicating a positive market response to the AI sector [1]