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]

Group 1 - The core viewpoint of the news highlights the performance of the AI-focused ETF, which experienced a decline of 0.90% despite an initial rise of 0.9% [1] - The ETF's holdings showed mixed results, with New Point Software leading gains at 3.07%, while Chip Origin fell by 4.06%, and other companies like Yuke and CloudWalk also saw declines exceeding 2% [1] - The trading activity was characterized by a turnover rate of 9.35%, indicating active market participation [1] Group 2 - Daily Interaction has upgraded its AI marketing assistant, AITA, leveraging "big data + large models" to enhance intelligent marketing decision-making [1] - CITIC Securities emphasizes that breakthroughs in next-generation large models (like GPT-5) in key capabilities will accelerate the application of AI in high-value complex industries, which could be pivotal for the AI industry's future [1] - The industry is expected to be driven by two main themes: Agent and multimodal applications, with a focus on leading companies in management, education, and healthcare sectors [1][2]

Core Viewpoint - The successful issuance of the first data asset securitization project in China marks a significant milestone in recognizing data as a new asset class and facilitates the transformation of data resources into capital [1][2]. Group 1: Project Details - The first phase of the "Huaxin-Xinxin-Data Asset 1-5 Phase Asset-Backed Special Plan" was officially issued on July 31, with a scale of 133.7 million yuan and a priority ticket interest rate of 2.0% [1]. - The project involves nine participating enterprises from Jiangsu, Zhejiang, Shaanxi, and Jiangxi provinces, including listed companies and private enterprises, showcasing a diverse range of ownership structures [1]. Group 2: Innovation Mechanism - The project employs an innovative mechanism that allows multiple data assets to be pledged for loans, demonstrating the feasibility of using data assets as collateral for financing [2]. - This model breaks the traditional reliance on physical assets for financing, providing new funding pathways for asset-light data companies [2]. Group 3: Market Impact - Following the approval of this project, there has been an acceleration in financial innovation related to data assets, with other similar projects successfully launched within three months [3]. - The impact of data asset securitization is expected to extend across multiple sectors, promoting the establishment of a unified national data market [3].

Group 1 - The first approved data asset ABS in China, "Huaxin-Xinxin-Data Asset Phase 1 Asset Support Special Plan," was officially issued on July 31, with a scale of 133.7 million yuan and a priority interest rate of 2.0% [1] - The project is seen as a milestone in the financial market, marking a significant breakthrough in financial services for the real economy and facilitating the transformation of data elements into capital [2][4] - The underlying assets of the project include nine companies from various sectors such as construction, wholesale and retail, and information technology, with a strong focus on compliance and legal requirements [3] Group 2 - The issuance of the data asset ABS coincides with a period of intensive policy releases regarding data elements, indicating a supportive regulatory environment for data asset financing [4] - The successful issuance is expected to have a profound impact across multiple sectors, promoting the establishment of a unified national data element market and enhancing the standardization and scalability of data asset financing [5] - Huaxin Securities aims to continue exploring digital finance, focusing on the development of data asset valuation models and cross-industry securitization solutions to convert dormant data into capital [5]

金融界消息 截至2025年7月31日收盘，每日互动（300766）报收于35.93元，上涨1.24%，换手率 10.79%，成交量38.64万手，成交金额13.98亿元。 天眼查商业履历信息显示，每日互动股份有限公司，成立于2010年，位于杭州市，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39217.2757万人民币，实缴资本39217.2757万人民币。公司法定 代表人为方毅。 通过天眼查大数据分析，每日互动股份有限公司共对外投资了18家企业，参与招投标项目153次，知识 产权方面有商标信息267条，专利信息317条，此外企业还拥有行政许可9个。 来源：金融界 资金流向方面，今日主力资金净流入5988.83万元，占比成交额4.28%。其中，超大单净流入195.07万 元、占成交额0.14%，大单净流入5793.76万元、占成交额4.14%，中单净流出流出2157.61万元、占成交 额1.54%，小单净流出3831.22万元、占成交额2.74%。 每日互动最新一期业绩显示，截至2025一季报，公司营业总收入9918.61万元、同比减少0.96%，归属净 利润1653.32万元，同比减少336.39 ...

Group 1 - Pinduoduo concept stocks saw a slight increase of 0.26% on July 31, with a net inflow of 311 million yuan from main funds [1] - Among the concept stocks, 11 stocks rose while 14 stocks fell [1] - The top net inflows were recorded by Zhidema (108 million yuan), Meiri Hudong (5.988 million yuan), and Yingli Media (5.285 million yuan) [1] Group 2 - Zhidema's latest price was 36.33 with a rise of 7.04%, and a net inflow of 108 million yuan, accounting for 10.87% of the main fund [1] - Meiri Hudong's latest price was 35.93 with a rise of 1.24%, and a net inflow of 5.988 million yuan, accounting for 4.28% of the main fund [1] - Yingli Media's latest price was 18.91 with a rise of 2.05%, and a net inflow of 5.285 million yuan, accounting for 6.93% of the main fund [1]

天眼查商业履历信息显示，每日互动股份有限公司，成立于2010年，位于杭州市，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39217.2757万人民币，实缴资本39217.2757万人民币。公司法定 代表人为方毅。 通过天眼查大数据分析，每日互动股份有限公司共对外投资了18家企业，参与招投标项目153次，知识 产权方面有商标信息267条，专利信息317条，此外企业还拥有行政许可9个。 来源：金融界 金融界消息 截至2025年7月30日收盘，每日互动（300766）报收于35.49元，下跌1.83%，换手率 6.95%，成交量24.88万手，成交金额8.93亿元。 资金流向方面，今日主力资金净流出4620.30万元，占比成交额5.18%。其中，超大单净流出3122.37万 元、占成交额3.5%，大单净流出1497.94万元、占成交额1.68%，中单净流出流入3043.79万元、占成交 额3.41%，小单净流入1576.52万元、占成交额1.77%。 每日互动最新一期业绩显示，截至2025一季报，公司营业总收入9918.61万元、同比减少0.96%，归属净 利润1653.32万元，同比减少336.39%， ...

Core Viewpoint - The article discusses the transition of large models from a technical hotspot to industrial applications, highlighting the challenges of high privatization costs and data sensitivity in cloud deployment. It introduces GAI Station, a smart workstation that integrates big data and large models to provide secure and efficient data connectivity for enterprises [1][14]. Group 1: Security and Deployment - GAI Station employs a hybrid cloud deployment model, combining local small models with cloud-based large models, allowing enterprises to have a secure and affordable AI application platform [1][3]. - The platform ensures that sensitive data, such as legal documents, can be processed locally without being uploaded to the cloud, enhancing data security and processing efficiency [1][3]. Group 2: Data Integration and Knowledge Management - GAI Station integrates eight model capabilities and supports over 27 document formats, enabling the creation of extensive knowledge bases from various enterprise documents [5]. - The workstation is equipped with GAI Office applications, allowing employees to handle tasks like writing and data analysis efficiently, while also supporting integration with existing enterprise systems [5][9]. Group 3: External Knowledge and Decision-Making - GAI Station connects to 16 authoritative knowledge bases, allowing enterprises to access industry knowledge and make informed decisions based on market dynamics and regulations [11][14]. - The platform enables enterprises to generate comprehensive market entry strategy reports by integrating industry trends and company data, thus enhancing decision-making capabilities [14]. Group 4: Pricing and Offer - GAI Station is currently priced at 98,000 yuan, which includes three years of large model services and knowledge base services, making it an attractive option for enterprises looking to enhance their AI capabilities [15].