作者：金股通 截至7月31日收盘回顾，主力资金流入前20的股票分别为：三六零（11.33亿元）、易点天下（8.89亿 元）、用友网络（8.81亿元）、诺德股份（8.05亿元）、神州数码（7.60亿元）、天风证券（7.20亿 元）、长城军工（6.84亿元）、剑桥科技（6.81亿元）、拓维信息（6.16亿元）、寒武纪U（5.79亿 元）、利欧股份（5.47亿元）、XD工业富（5.43亿元）、浪潮信息（5.03亿元）、长盈精密（4.92亿 元）、川润股份（4.51亿元）、南兴股份（4.20亿元）、安科生物（4.03亿元）、农业银行（3.73亿 元）、昆仑万维（3.65亿元）、华胜天成（2.85亿元）。 本文源自：金融界 ...

Market Overview - On July 31, the A-share market closed with the Shanghai Composite Index at 3573.21, down 1.18%, and the Shenzhen Component Index at 11009.77, down 1.73% [1] Top Stocks Performance - Among the top 10 stocks in the ChiNext board by trading volume, 6 stocks saw gains with an average increase of 6.52%. Xinyi Technology (300502) led with a trading volume of 14.605 billion yuan [1] - In terms of net capital inflow, 4 out of the top 10 stocks experienced positive net inflow [1] Individual Stock Data - Xinyi Technology (300502): Latest price 189.21, down 0.60%, trading volume 14.605 billion yuan, net outflow -5.25 million yuan [2] - Zhongji Xuchuang (300308): Latest price 217.61, up 3.33%, trading volume 14.275 billion yuan, net outflow -2.39 million yuan [2] - Ningde Times (300750): Latest price 264.62, down 4.50%, trading volume 12.089 billion yuan, net outflow -16.63 million yuan [2] - Shenghong Technology (300476): Latest price 192.08, up 0.01%, trading volume 10.911 billion yuan, net inflow 10.196 million yuan [2] - Dongfang Caifu (300059): Latest price 23.23, down 2.44%, trading volume 10.438 billion yuan, net outflow -16.97 million yuan [2] - Tianhu Communication (300394): Latest price 105.63, up 3.87%, trading volume 7.019 billion yuan, net inflow 8.361 million yuan [2] - Changying Precision (300115): Latest price 22.72, up 8.86%, trading volume 4.784 billion yuan, net inflow 4.92 million yuan [2] - Zhizhen (300803): Latest price 88.77, down 3.50%, trading volume 3.893 billion yuan, net outflow -6.31 million yuan [2] - Anke Bio (300009): Latest price 12.11, up 20.02%, trading volume 3.834 billion yuan, net inflow 4.03 million yuan [2] - Kunlun Wanwei (300418): Latest price 35.90, up 3.01%, trading volume 3.699 billion yuan, net inflow 3.65 million yuan [2] ETF Performance - Food and Beverage ETF (Product Code: 515170): Recent five-day change -0.51%, PE ratio 20.31, latest shares 5.78 billion, increased by 45 million shares, net outflow -95.6 thousand yuan [5] - Gaming ETF (Product Code: 159869): Recent five-day change 2.52%, PE ratio 43.69, latest shares 7.04 billion, increased by 320 million shares, net inflow 1.5936 million yuan [5] - Semiconductor ETF (Product Code: 588170): Recent five-day change 2.16%, latest shares 370 million, increased by 2 million shares, net outflow -885.6 thousand yuan [5] - Cloud Computing 50 ETF (Product Code: 516630): Recent five-day change 3.33%, PE ratio 115.52, latest shares 440 million, increased by 3 million shares, net outflow -78.1 thousand yuan [6]

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，是一家以从事互 联网和相关服务为主的企业。企业注册资本123149.5054万人民币，实缴资本112723.0993万人民币。公 司法定代表人为方汉。 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 金融界消息 截至2025年7月31日收盘，昆仑万维（300418）报收于35.9元，上涨3.01%，换手率8.19%， 成交量102.73万手，成交金额36.99亿元。 资金流向方面，今日主力资金净流入3.65亿元，占比成交额9.88%。其中，超大单净流入2.28亿元、占 成交额6.16%，大单净流入1.38亿元、占成交额3.72%，中单净流出流出14273.51万元、占成交额 3.86%，小单净流出22272.95万元、占成交额6.02%。 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 ...

| 000820 | *ST节能 | 3.70 | 2.42 | 2.75 | 2.80 | 1.71 | | --- | --- | --- | --- | --- | --- | --- | | 301191 | 菲菱科 | 2.33 | 9.17 | 90.19 | 91.69 | 1.66 | | | 思 | | | | | | | 000681 | 视觉中 国 | 5.38 | 11.45 | 21.38 | 21.73 | 1.62 | | 002230 | 科大讯 飞 | 1.59 | 2.03 | 48.41 | 49.18 | 1.58 | | 300115 | 长盈精 密 | 9.87 | 13.64 | 22.57 | 22.93 | 1.58 | | 688766 | 普冉股 份 | 3.1 1 | 5.06 | 68.97 | 70.04 | 1.55 | | 688152 | 麒麟信 安 | 3.92 | 7.78 | 46.19 | 46.88 | 1.50 | | 301210 | 金杨股 份 | 2.69 | 13.61 | 42.18 | 42.80 | 1.46 | | ...

Core Points - The Shanghai Composite Index closed at 3591.26 points, above the annual line, with a decline of 0.68% [1] - The total trading volume of A-shares reached 1,157.801 billion yuan [1] - A total of 22 A-shares have surpassed the annual line today, with notable stocks including Zhuhai Zhongfu, Zhenjiang Co., and Kunlun Wanwei, showing significant deviation rates [1] Summary by Category Stock Performance - Zhuhai Zhongfu (000659) increased by 4.36% with a deviation rate of 3.87% [1] - Zhenjiang Co. (603507) rose by 5.10% with a deviation rate of 3.22% [1] - Kunlun Wanwei (300418) gained 4.99% with a deviation rate of 2.74% [1] Trading Metrics - The trading turnover rate for Zhenjiang Co. was 11.22%, while Zhuhai Zhongfu had a turnover rate of 5.01% [1] - The latest price for Zhuhai Zhongfu was 2.87 yuan, while Zhenjiang Co. was at 24.71 yuan [1] Additional Stocks - Other stocks that recently crossed the annual line include Bosi Software (300525) with a deviation rate of 2.40% and Unisplendour (000938) with a deviation rate of 1.66% [1] - Stocks with smaller deviation rates include Zhongke Software (603927) at 0.12% and Baiyunshan (600332) at 0.17% [2]

Group 1: Market Performance - The CSI Hong Kong-Shenzhen Game and Cultural Media Index (931580) rose by 1.18% as of July 31, 2025, with notable gains from Kuaishou-W (01024) up 8.63%, BlueFocus (300058) up 7.35%, and Liou Co. (002131) up 7.03% [1] - The Game Media ETF (517770) increased by 0.99%, with the latest price at 1.13 yuan [1] Group 2: Company Listings and Valuations - AI application design collaboration platform Figma is set to go public on July 31, raising its IPO price range to $30-32 per share, aiming for a valuation of approximately $18.8 billion [1] - Figma's projected revenues for 2024 and Q1 2025 are $74.9 million and $22.8 million, respectively, reflecting year-on-year growth of 48% and 46% [1] Group 3: AI Industry Insights - The WAIC conference in 2025 highlighted the broader application of AI, showing significant improvements in implementation and commercialization [2] - The domestic AI industry is expected to experience a spiral upward trend, with specific sectors like imaging and cross-border e-commerce likely to benefit directly from AI advancements [2] Group 4: Index Composition - As of June 30, 2025, the top ten weighted stocks in the CSI Hong Kong-Shenzhen Game and Cultural Media Index accounted for 51.85% of the index, including Kuaishou-W (01024), Tencent Holdings (00700), and Bilibili-W (09626) [3] - The top ten stocks by weight are as follows: Kuaishou-W (9.53%), Tencent Holdings (9.28%), and others with varying weights [4]

Core Insights - The article highlights the top 20 stocks with significant capital inflow as of July 31, with Tianfeng Securities leading at 787 million yuan [1] Group 1: Capital Inflow - Tianfeng Securities received an inflow of 787 million yuan [1] - Nord Shares followed with an inflow of 743 million yuan [1] - Yidian Tianxia attracted 700 million yuan in capital [1] - Yongyou Network saw an inflow of 679 million yuan [1] - 360 Technology had an inflow of 668 million yuan [1] - Cambridge Technology received 645 million yuan [1] - Inspur Information attracted 603 million yuan [1] - XD Industrial Wealth saw an inflow of 590 million yuan [1] - Leo Holdings received 566 million yuan [1] - Changying Precision attracted 514 million yuan [1] - Tianfu Communication saw an inflow of 432 million yuan [1] - Cambrian AI received 415 million yuan [1] - Great Wall Military Industry attracted 405 million yuan [1] - Nanxing Shares saw an inflow of 338 million yuan [1] - Kunlun Wanwei received 303 million yuan [1] - Zhongji Xuchuang attracted 299 million yuan [1] - Shenghong Technology saw an inflow of 294 million yuan [1] - Hengbao Shares received 292 million yuan [1] - BlueFocus Communication attracted 271 million yuan [1] - Jiechang Drive saw an inflow of 249 million yuan [1]

7月31日突破年线个股乖离率排名 证券时报·数据宝统计，截至今日上午10:29，上证综指3583.25点，收于年线之上，涨跌幅为-0.90%，A 股总成交额为8429.51亿元。到目前为止，今日有12只A股价格突破了年线，其中乖离率较大的个股有珠 海中富、振江股份、紫光股份等，乖离率分别为4.59%、2.51%、1.98%；亚华电子、拱东医疗、昆仑万 维等个股乖离率较小，刚刚站上年线。 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 000659 | 珠海中 | 5.09 | 4.36 | 2.76 | 2.89 | 4.59 | | | 富 | | | | | | | 603507 | 振江股 | 4.38 | 8.98 | 23.94 | 24.54 | 2.51 | | | 份 | | | | | | | 000938 | 紫光股 | 2.06 | 1.81 | 24.77 | 25.26 ...

| 36 | | 阿里巴巴 | 2799.92 | | | --- | --- | --- | --- | --- | | 4 | | 小米集团-W | 1763.96 | | | 5 | | 拼多多 | 1603.06 | | | | 網易 | 网易 | 825.18 | 11 | | 7 | | 东方财富 | 520.85 | II | | 8 | | 中芯国际 | 516.85 | | | --- | --- | --- | --- | --- | | 9 | | 京东 | 457.68 | | | 10 | | 快手-W | 409.34 | | | II | | 腾讯音乐 | 326.82 | | | 12 | Bal Car | 目度 | 295.44 | | | 13 | | 理想汽车 | 283.13 | | | 14 | | 贝壳 | 221.36 | | | 15 | | 同花顺 | 218.78 | | | 16 | | 小鹏汽车 | 171.87 | | | 17 | | 中通快递 | 159.79 | | | 18 | | 科大讯飞 | 157.13 | | | 19 | | 蔚来 ...

在追求模型能力极限的同时，Skywork UniPic也坚持效率重要性的设计理念。Skywork UniPic以1.5B的 紧凑参数规模，在无CoT（思维链）的情况下取得了SOTA（"当前最佳水平"）分数，逼近部分较大模 型带CoT的0.88分；在DPG-Bench复杂指令生图基准上达到85.5分的行业SOTA水平。 据悉，Skywork UniPic在单一模型中深度融合图像理解、文本生成图像（T2I）与图像编辑三大核心任 务，构建了真正统一的多模态模型架构。 传统多模态统一模型多依赖VQ或VAE编码器来压缩视觉内容，虽然具备一定效果，但也存在局限性。 它们更侧重保留图像的视觉细节而非语义信息，这会在一定程度上削弱模型的图像理解能力。 为此，Skywork UniPic团队借鉴Harmon架构设计，并在表征方式上做出关键调整。采用MAR编码器作 为图像生成路径的视觉表征基础，同时引入SigLIP2作为图像理解路径的主干。 此外，Skywork UniPic完成端到端优化流程，能够实现生成、理解、编辑三大能力的协同训练和相互促 进，突破传统方法中能力权衡的技术瓶颈。这一架构设计不仅保持了自回归模型的简洁高效，更 ...