证券代码：300766 证券简称：每日互动 公告编号：2025-039 每日互动股份有限公司 单位：万元 | 序 | 金融机构 | 产品类型 | 产品名称 | 大额存单 | 年收益 | 起始日期 | 终止日期 | | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | 名称 | | | 金额 | 率 | | | | 1 | 中信银行股份 | 固定收益人民 | 中信银行单位大额存单 | 5,000.00 | 3.25% | 2023-04-11 | 2026-04-11 | | | 有限公司 | 币大额存单 | 230287 期 | | | | | | 2 | 中信银行股份 | 固定收益人民 | 中信银行单位大额存单 | 2,000.00 | 3.25% | 2023-04-26 | 2026-04-26 | | | 有限公司 | 币大额存单 | 230334 期 | | | | | | 3 | 杭州银行股份 | 固定收益人民 | 单位大额存单新客 G19 | 2,500.00 | 3.15% | 2023-01-13 | 2026-01-13 | | | ...

每日互动股份有限公司 2025 年半年度报告 每日互动股份有限公司 2025 年半年度报告全文 I 【披露时间】 每日互动股份有限公司 2025 年半年度报告全文 聚焦数据价值萃取，专注人工智能落地 2025 年，人工智能浪潮持续高涨，以不可阻挡之态势重塑全球产业格局。在此过程中，机遇与挑 战并存，公司聚焦数据智能赛道，坚定不移地加大在人工智能领域的投入，将原来的 DI（数据智能） 业务拓展至 GAI（人工智能）业务，以期在激烈的市场竞争中占据先机。在报告期内，公司主营业务 稳步发展，人工智能相关新业务一季度完成产品开发，二季度完成天使客户落地，下半年将进入落地放 量阶段；与此同时，公司积极构建开放合作的生态体系，与合作伙伴携手共同探索人工智能赋能的全新 路径，以人工智能作为技术驱动力，促进数据价值的最大化释放，从而推动实体经济和数字经济的深度 融合。 聚焦数据价值萃取，让数好用把数用好 公司深耕数据智能行业多年，构建了"数据积累-数据治理-数据应用"的业务闭环，实现"让数好 用，把数用好"，让数据可被用、易被用，让用数的效果好、结果好。报告期内，面临外部市场环境 压力，公司依然保持各项业务的稳步推进，展现了 ...

Group 1 - The main focus of the article is on the significant outflow of capital from specific stocks as of August 14, with a detailed list of the top 20 stocks experiencing the largest capital outflows [1][2] - The stock with the highest capital outflow is Changcheng Military Industry, with an outflow of 1.55 billion [1] - Other notable stocks with substantial outflows include Inner Mongolia First Machinery Group (-1.395 billion), China Great Wall (-1.286 billion), and Aerospace Science and Technology (-839 million) [1] Group 2 - The total capital outflows from the top 20 stocks indicate a trend of investors pulling back from these companies, which may reflect broader market sentiments [1] - The outflows from these stocks range from approximately 4.89 billion to 15.51 billion, highlighting a significant shift in investor confidence [1] - The data suggests that sectors represented by these companies may be facing challenges that could impact future performance [1]

本文源自：金融界 作者：金股通 | 截至8月14日午间收盘，主力资金流出前20的股票分别为：长城军工（-13.09亿元）、中国长城（-13.05 | | --- | | 亿元）、航天科技（-7.20亿元）、内蒙一机（-6.05亿元）、海立股份（-5.98亿元）、东山精密（-5.76 | | 亿元）、工业富联（-4.80亿元）、光库科技（-4.55亿元）、吉视传媒（-4.50亿元）、杭钢股份（-4.23 | | 亿元）、福日电子（-4.19亿元）、沪电股份（-3.99亿元）、东方精工（-3.92亿元）、中际旭创（-3.91 | | 亿元）、中兵红箭（-3.91亿元）、上海电气（-3.89亿元）、天齐锂业（-3.85亿元）、每日互动（-3.83 | | 亿元）、北纬科技（-3.79亿元）、张江高科（-3.61亿元）。 | ...

Group 1 - The A-share market saw all three major indices rise, with the ChiNext Index increasing by 1.12%, led by gains in sectors such as shipbuilding, non-ferrous metals, and communication equipment [1] - The Huaxia ChiNext Software ETF (159256) saw a significant increase in its holdings, with Daily Interaction rising over 10%, along with other holdings like ShenZhou TaiYue, Runhe Software, and Deepin Technology also experiencing gains [1] - Huawei officially launched its AI inference innovation technology UCM, which focuses on KV Cache and integrates various caching acceleration algorithms to enhance inference efficiency and reduce costs [1] Group 2 - CITIC Securities' research report highlighted the release of GPT-5, which improves long text memory, reduces hallucination rates, and optimizes inference efficiency, providing a better environment for AI applications [2] - Huawei's comprehensive open-source CANN ecosystem aims to enhance development efficiency and compete with CUDA acceleration, benefiting software companies with data, customers, and scenarios [2] - The ChiNext Software ETF (159256) tracks the ChiNext Software Index (399264), focusing on 50 quality AI software stocks, with a high proportion of software development and IT services at 70% [2]

从资金流向上来看，当日软件开发板块主力资金净流出3.26亿元，游资资金净流出5.02亿元，散户资金净 流入8.28亿元。软件开发板块个股资金流向见下表： 证券之星消息，8月12日软件开发板块较上一交易日上涨0.44%，*ST广道领涨。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。软件开发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) | | | --- | --- | --- | --- | --- | --- | --- | | 839680 | *ST广道 | 9.50 | 10.21% | 15.72万 | | 1.47亿 | | 002298 | 中电鑫龙 | 8.56 | 10.03% | 96.40万 | | 8.11亿 | | 300766 | 每日互动 | 40.88 | 8.49% | 0 99.98万 | | 40.21亿 | | 002920 | 德赛西威 | 113.91 | 7.44% | 1 26.12万 | | 29.69亿 | | 300468 | 四方精创 | 40.92 ...

Group 1 - Semiconductor stocks experienced a significant surge, with Cambrian rising nearly 16% and Shanghai Hojin hitting a 20% limit up [1] - AI concept stocks collectively exploded, indicating strong market interest and potential investment opportunities [1] - The market is anticipating the release window for DeepSeek-R2, with initial plans for a May 2025 launch now pushed to a timeframe between August 15 and 30 [1] Group 2 - The release of ChatGPT-5 may increase competitive pressure on leading AI companies like Cambrian [1] - Daily Interactive saw a nearly 12% increase, reflecting market pricing in response to the news surrounding DeepSeek [1]

Market Overview - The Shanghai Composite Index is at 3660.38 points, above the five-day moving average, with a change of 0.35% [1] - The total trading volume of A-shares is 858.514 billion yuan [1] Stocks Breaking the Five-Day Moving Average - A total of 237 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Yutian Guanjia (301173) with a deviation rate of 10.53% and a daily increase of 13.54% [2] - Meiri Hudong (300766) with a deviation rate of 8.80% and a daily increase of 11.81% [2] - Dayang Biological (003017) with a deviation rate of 8.02% and a daily increase of 10.00% [2] Additional Stocks with Deviation Rates - Other stocks with notable performance include: - Fenghuo Electronics (000561) with a deviation rate of 7.29% and a daily increase of 9.97% [2] - Shenzhou Taiyue (300002) with a deviation rate of 5.63% and a daily increase of 7.41% [2] - Lain Biological (002166) with a deviation rate of 5.26% and a daily increase of 6.70% [2] Summary of Stocks with Lower Deviation Rates - Stocks with smaller deviation rates that have just crossed the five-day moving average include: - Changchun Gaoxin, Lidasin, and Kaikai Industry [1]

Group 1 - The core viewpoint of the article highlights the performance of the 中证2000ETF嘉实 (159535), which opened with a decline of 0.45% at 1.337 yuan [1] - The fund's performance benchmark is the 中证2000 index return, managed by 嘉实基金管理有限公司, with a return of 34.32% since its establishment on September 14, 2023, and an 8.90% return over the past month [1] Group 2 - The top holdings of 中证2000ETF嘉实 (159535) include stocks such as 每日互动, 汉威科技, 宏创控股, 东土科技, 恒宝股份, 台基股份, 热景生物, 仕佳光子, 泰恩康, and 益方生物, with varying performance on the opening day [1] - Specific stock performances on the opening day include 每日互动 down 0.72%, 汉威科技 down 0.02%, 宏创控股 up 0.06%, 东土科技 up 0.31%, 恒宝股份 down 0.54%, 台基股份 up 0.44%, 热景生物 down 0.75%, 仕佳光子 down 0.81%, 泰恩康 up 0.03%, and 益方生物 down 1.86% [1]

Core Insights - In 2025, AI large models are significantly transforming various industries, particularly in brand marketing, where "intelligent agents" are central to enhancing marketing efficiency [2] - Daily Interaction has upgraded its AITA (AI-Targeting Audience) to create an AI super marketing assistant, leveraging "big data + large models" as its core engine [2][3] Group 1: Marketing Challenges - Marketing professionals face challenges in collecting, organizing, and analyzing complex data, which is time-consuming and limited by personal experience [3] - The process of developing marketing strategies and executing campaigns requires specialized skills and cross-department collaboration, often leading to delays in responding to consumer and market changes [3] Group 2: AITA's Features - AITA provides zero-threshold intelligent insights, precise strategy generation, and efficient campaign execution, addressing the pain points faced by marketers [3] - The assistant utilizes a vast array of high-quality data and integrates external multi-source data to enhance data dimensions [3] - AITA incorporates multiple open-source large models and advanced technologies like RAG and GraphRAG to improve data processing efficiency and accuracy [3] Group 3: Value Extraction - AITA extracts high-value conclusions from vast data resources, enabling deeper insights into consumer preferences and market dynamics [4] - The system supports knowledge base integration, expanding the depth and breadth of insights for more accurate marketing strategies [4] Group 4: Strategy Innovation - AITA's strategy generation capability allows users to quickly identify high-potential audiences and recommend media strategies based on historical data [5][6] - This intelligent strategy generation significantly reduces the time and effort required for manual strategy development, enhancing the scientific and effective nature of marketing plans [6] Group 5: Campaign Efficiency - AITA connects with mainstream DSP platforms and media direct investment platforms, facilitating a seamless workflow from analysis to execution [7] - The system continuously optimizes marketing strategies based on real-time data and machine learning, ensuring high efficiency and precision in advertising campaigns [7] - The upgrade of AITA marks a significant step towards "full-domain intelligent marketing" for Daily Interaction, reinforcing its mission of making industries smarter through data [7]