Core Insights - The core focus of the news is on the advancements made by ZhiDeMai Technology in AI, particularly the performance and expansion of its "Haina" MCP Server, which has seen significant growth and new partnerships in July 2023 [1][2]. Group 1: MCP Server Performance - The "Haina" MCP Server achieved an output of 13 million units in July, representing a 67% month-over-month increase, and added over 30 new partners [1]. - The server has expanded its presence to multiple external platforms, including Tencent Developer Platform, Xiaoyi Intelligent Platform, Huawei Cloud Maas Platform, and Zhipu AI Open Platform, enhancing its service offerings for AI applications [1]. Group 2: Interface and Search Capabilities - A new interface, the Product Search Pro interface, was launched, which has improved search accuracy from 88% to 94.5%, with a peak accuracy of 97.2% for regular product searches [1]. - The upgrades to the search capabilities are based on enhancements in three key areas: key information extraction, semantic relevance filtering, and dynamic query parsing, leading to a systematic reconstruction of product search [1]. Group 3: Product and Business Practices - The product "ZhiShu" AI Universal Content Insight Platform was highlighted, which aims to explore "AI + Marketing" by evaluating content quality, detecting user needs, and predicting matching effectiveness [2]. - The AIUC product has established collaborations with several leading clients and top universities for specialized AI application projects [2].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600228 | *ST返利 | 4.16 | -3.70% | 7.31万 | | 3084.12万 | | 002095 | 生意宝 | 20.67 | -3.23% | 14.24万 | | 2.96 Z | | 300295 | 三六五网 | 15.21 | -2.62% | 0 8.03万 | | 1.23亿 | | 301299 | 卓创资讯 | 65.32 | -2.48% | 2.52万 | | 1.66亿 | | 603466 | 风语筑 | 10.73 | -0.83% | 24.32万 | | 2.62亿 | | 300785 | 值得买 | 33.94 | -0.82% | 6.07万 | | 2.05亿 | | 300413 | 芒果超媒 | 22.46 | -0.18% | 21.11万 | | 4.76亿 | | 603888 | 新华网 | 19.14 | -0.10% | 9.27万 | | 1.7 ...

证券之星消息，7月29日数字媒体板块较上一交易日下跌0.29%，值得买领跌。当日上证指数报收于 3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。数字媒体板块个股涨跌见下表： 从资金流向上来看，当日数字媒体板块主力资金净流出2.48亿元，游资资金净流出4292.85万元，散户资 金净流入2.91亿元。数字媒体板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300987 | 川网传媒 | 21.65 | 1.55% | 22.47万 | 4.76 Z | | 300295 | 三六五网 | 15.62 | 1.30% | 10.10万 | 1.57亿 | | 301299 | 卓创 | 66.98 | 1.21% | 3.70万 | 2.44亿 | | 600228 | *ST返利 | 4.32 | 0.47% | 8. ...

"也正是基于这样的判断，值得买科技在AI技术和应用上进行了持续的探索和创新，希望给C端用户和B 端客户提供更好的服务。"王云峰表示，值得买科技在2024年发布全面AI战略，构建了由"1组大模型、2 个数据库、3个引擎、4类应用"组成的AI产品矩阵，今年还成立了AI应用研究院，它是公司研究和应用 AI技术的核心部门，通过发掘更多应用场景、利用AI进行赋能和重塑，将前沿AI技术转化为实际生产 力，以此驱动业务发展、产业升级。 新华财经北京7月29日电（记者丁雅雯）智谱日前发布新一代旗舰大模型GLM-4.5，引发行业广泛关 注。记者29日从值得买科技集团获悉，值得买科技将成为该模型的首批接入企业，携手智谱共同探索大 模型在大消费行业的创新落地。同时，值得买科技集团表示，将坚定推行全面AI战略，对AI技术、应 用进行更深度的探索和实践，以此推动业务高质量发展。 值得买科技CTO王云峰表示，从数据结果看，智谱大模型展现出了强大的能力和场景融合度。"以GLM- Z1-Air为例，在智能体的用户意图任务规划中，该大模型判断十余种意图的准确率高达98.5%，提升了 用户消费决策的效率与体验。这也充分说明，在合适的场景，应该运 ...

Investment Rating - Investment rating for the media industry is "Positive (Maintain)" [1] Core Insights - The report emphasizes the ongoing development and commercialization of AI applications, particularly in the fields of AI companionship, creation, e-commerce, marketing, and education, suggesting continued investment in these areas [3][4] - The report highlights the success of domestic animated films and their related merchandise, particularly focusing on the IP of "The King's Avatar 2" and "Wang Wang Mountain Monster," which are expected to drive revenue growth [3][4] - The upcoming ChinaJoy 2025 event is anticipated to showcase new games and IP-related products, with a positive outlook on the gaming industry's continued growth and the potential for significant promotional activities [3][4] Industry Data Overview - "Delta Operation" ranked first on the iOS free chart, while "Honor of Kings" topped the iOS revenue chart as of July 26, 2025 [10][15] - The film "Chang'an's Lychee" achieved a weekly box office of 2.79 billion, with a cumulative box office of 4.41 billion [26] Industry News Summary - AIGC technology continues to advance, benefiting various sectors including marketing and music, with the expected launch of GPT-5 in early August [33] - The report notes the high performance of domestic animated films and the ongoing demand for related IP merchandise, indicating a robust market for these products [3][4]

Group 1 - Worth Buying Technology Group has signed a strategic cooperation agreement with SenseTime to promote the application of AI technology in the consumer sector and innovate consumption scenarios [1] - The collaboration aims to develop an AI shopping assistant named "Zhang Dama," leveraging SenseTime's cloud application capabilities and Worth Buying's high-quality consumer data [1][2] - The partnership will focus on enhancing consumer decision-making efficiency and experience through deep integration of AI with consumption scenarios, including digital marketing and AI office tools [1][2] Group 2 - Worth Buying Technology has prioritized AIGC as a key strategy in 2023 and plans to release a comprehensive AI strategy in 2024, featuring a product matrix consisting of "1 large model, 2 databases, 3 engines, and 4 application types" [2] - The AI shopping assistant "Zhang Dama" will utilize a new generation reasoning engine to combine intent analysis with task execution for streamlined shopping management [2] - The strategic partnership is seen as a deep integration of technology and scenarios, aiming to build a more open, efficient, and sustainable "AI + consumption" ecosystem [2]

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC 2025) is being held in Shanghai from July 26 to 28, where Worthbuy Technology and SenseTime have signed a strategic partnership to promote "AI + consumption" innovation [1][3]. Group 1: Strategic Partnership - Worthbuy Technology and SenseTime will collaborate to create an AI shopping assistant named "Zhang Dama," leveraging SenseTime's cloud application capabilities and Worthbuy's high-quality consumer data [3]. - The partnership aims to enhance consumer decision-making efficiency and experience by exploring deep connections between AI and consumption scenarios [3][4]. Group 2: AI Product Matrix - In 2023, Worthbuy Technology has prioritized AIGC as a key strategy, with plans to release a comprehensive AI strategy in 2024, which includes a product matrix consisting of "1 large model, 2 databases, 3 engines, and 4 application types" [3]. - The company is focusing on AIUC engine capabilities to understand online consumer content, effectively curating and summarizing real consumer experiences for decision support [3]. Group 3: Future Developments - The AI shopping assistant "Zhang Dama" will utilize a new generation of reasoning engines to combine intent analysis and task execution for one-stop shopping management [4]. - The partnership is expected to lead to deeper understanding, stronger execution, and higher security in the shopping process, with an iOS version of "Zhang Dama" set to launch soon [4].

自去年以来，红利策略开始受到市场关注，作为一种类债资产，红利资产具备一定的防御属性，凭借高股息特点，备受投资者 青睐。 然而步入2025年，科技和医药板块的崛起，掀起了一波成长股的浪潮，红利资产似乎被市场遗忘。 但从资金流向来看，机构资金依然在大手笔布局红利资产，尤其是港股的银行、公共事业、能源等红利相关板块频频被险资举 牌，连带也推升了港股红利资产今年的表现。 过去一年，红利ETF规模也在飞速扩张，目前已上市的红利主题ETF共计61只，合计规模已经超过了1500亿，截至7月18日，有 58只红利ETF年内取得了正收益，仅有三只小幅亏损。 | 证券代码 | 证券间称 | | 今年以来回报 基金规模 管理费率 托管费率 | | 跟踪指数 | ETF上市日期 基金经理 | 基金公司 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | [单位] % | | [单位] 亿元 [单位] % [单位] % | | | | | 520550.SH | 灌股红利低液ETF | 20.22 | 9.55 | 0.15 | 0.05 恒生港股通高股息低波动指数 | ...

Investment Rating - The report maintains a "Positive" investment rating for the media industry [1] Core Insights - The media industry continues to show high growth potential, particularly in gaming, offline entertainment, and AI applications. The report emphasizes the importance of investing in these sectors to capitalize on ongoing trends [4][5] Industry Data Overview - The game "Delta Force" ranks first on the iOS free chart in mainland China, while "Honor of Kings" holds the top position on the iOS revenue chart as of July 19, 2025 [12][14] - The film "Jurassic World: Rebirth" achieved the highest box office revenue for the week [12] Gaming Sector - The gaming sector is experiencing a new product cycle, with companies like Xindong and Youyi Time reporting positive earnings forecasts for H1 2025, driven by new game launches and improved profit margins [4] - The report recommends focusing on high-potential gaming companies such as Xindong, Giant Network, and Perfect World [4] Online Music Sector - The online music market has significant growth potential, especially among younger users. The report highlights the increasing user base and potential for higher ARPU compared to international platforms like Spotify [4] Concert and Live Events - The concert industry is expected to maintain high growth, with a reported 78% year-on-year increase in box office revenue for large concerts in 2024 [4] Domestic Animation - The domestic animation sector is thriving, with successful releases like "The Legend of Luo Xiaohei 2" and upcoming events such as ChinaJoy 2025 expected to drive consumer engagement and spending [4] AI Applications - Recent advancements in AI, including the release of new models and applications, are anticipated to accelerate commercialization in various sectors, including AI companionship, creation, and marketing [5] Company Performance - The report highlights key companies in the gaming and entertainment sectors, recommending specific stocks based on their performance and market position [4][5]

Core Insights - The low interest rate environment has led to a resurgence in dividend strategy wealth management products, with increasing demand from investors for such allocations [1][2][8] - Major banks like Agricultural Bank of China, Bank of China, and Huaxia Bank are actively promoting dividend strategy products through their apps and public accounts [2][8] Product Overview - Dividend strategy products typically have a foundation of over 80% fixed income assets, with up to 20% allocated to dividend assets to enhance returns [1][4] - For example, the "Agricultural Bank of China Wealth Management 'Agricultural Bank Craftsmanship·Dynamic 360-Day Wealth Management Product (Dividend Preferred)'" has over 80% in fixed income assets and less than 20% in dividend assets [1][4] - The "Bank of China Wealth Management Wise Wealth Equity Dividend Strategy 180-Day Holding Period A" includes 30% of the CSI Dividend Index, with a risk level of R4 and an annualized return of 17.92% over the past month [4][7] Performance Metrics - The Agricultural Bank's product has shown an annualized return of 4.36% over the past month, 3.34% over the past three months, and 3.08% since inception, with a performance benchmark of 2.4%-3.4% [4][7] - The Bank of China's product has a high annualized return of 17.92% over the past month and 7.92% year-to-date, with an inception-to-date annualized return of 9.28% [7][8] Market Trends - The dividend strategy is gaining traction as a preferred investment choice among banks, with many financial managers recommending these products for their stability and potential for higher returns compared to traditional fixed income products [9][10] - The current low interest rate environment has made dividend strategies attractive, as they offer a stable yield compared to government bonds [9][10] Investment Opportunities - In addition to dividend strategy products, other investment opportunities include high-dividend blue chips, state-owned enterprises, green low-carbon assets, and sectors related to AI and digital economy [12][13] - The market is seeing increased interest from insurance funds in high-dividend stocks, indicating a shift towards assets that provide stable cash returns [10][11]