本文源自：金融界 作者：金股通 截至8月8日开盘一小时，主力资金流出前20的股票分别为：中芯国际（-4.73亿元）、天娱数科（-4.70 亿元）、寒武纪-U（-4.65亿元）、长城军工（-4.28亿元）、东方精工（-4.13亿元）、东方财富（-3.72 亿元）、华胜天成（-3.22亿元）、汉得信息（-3.01亿元）、鼎捷数智（-2.97亿元）、硕贝德（-2.94亿 元）、三博脑科（-2.87亿元）、用友网络（-2.49亿元）、常山北明（-2.40亿元）、东方国信（-2.39亿 元）、万兴科技（-2.39亿元）、赛力斯（-2.34亿元）、利德曼（-2.33亿元）、海立股份（-2.32亿 元）、指南针（-2.22亿元）、拓维信息（-2.19亿元）。 ...

格隆汇8月8日｜MSCI公布指数成份股季度检讨结果，MSCI中国指数成份股，新增14只股份，剔出17只 股份。 新加入的股份包括老铺黄金(6181.HK)、药明合联(2268.HK)、美图(1357.HK)、网易云音乐(9899.HK)、 三生制药(1530.HK)、中信金融资产(2799.HK)、科伦博泰生物(6990.HK)、地平线机器人(9660.HK)等。 其余纳入指数A股包括指南针(300803.SZ)、中信银行A股(601998.SH)、巨人网络(002558.SZ)、艾力斯 (688578.SH)及景旺电子(603228.SH)。 剔出股份包括海信家电(0921.HK)、中升控股(0881.HK)、吉祥航空(603885.SH)、养元饮品(603156.SH) 等。 MSCI指，老铺黄金和中信银行是新兴市场指数的最大3只新增成分股的其中2只。 香港小型股指数加入耀才证券(1428.HK)和德林国际(1126.HK)2只股份，没有股份被剔除。 所有变动于8月26日收市后生效。 ...

Core Viewpoint - The financial technology sector is experiencing positive momentum, driven by supportive government policies and strong performance of related ETFs and stocks [3][4][5]. Market Performance - As of August 6, 2025, the China Securities Financial Technology Theme Index (930986) increased by 0.88%, with notable gains in constituent stocks such as Dongxin Peace (9.09%) and Chutian Long (5.41%) [3]. - The Financial Technology ETF (516860) rose by 0.84%, reaching a latest price of 1.44 yuan, and has accumulated a 2.58% increase over the past month [3]. Liquidity and Trading Activity - The Financial Technology ETF had a turnover rate of 5.45% during the trading session, with a transaction volume of 87.99 million yuan [3]. - Over the past week, the ETF averaged daily trading volume of 202 million yuan [3]. Government Support and Policy - The People's Bank of China and six other departments issued guidelines to support financial institutions in developing diversified technology financial services, increasing technology loan issuance, and enhancing investment in technology innovation bonds [3][4]. - The guidelines promote financing for emerging industries such as AI, new energy, and biomedicine, encouraging long-term investments from various financial entities [4]. Fund Performance and Metrics - The Financial Technology ETF reached a new high in size at 1.611 billion yuan and a new high in shares at 1.126 billion [5]. - The ETF recorded a net inflow of 25.64 million yuan, with a total of 325 million yuan net inflow over the past five trading days [5]. - The ETF's net value increased by 125.99% over the past year, ranking 8th out of 2,948 index equity funds [5]. Risk and Return Analysis - The ETF's Sharpe ratio for the past year is 1.76, indicating strong risk-adjusted returns [6]. - The ETF has the lowest management and custody fees among comparable funds, at 0.50% and 0.10% respectively [6]. Tracking Accuracy - The Financial Technology ETF has a tracking error of 0.044% over the past year, the highest accuracy among comparable funds [7]. - The index includes companies involved in financial technology, reflecting the overall performance of this sector [7]. Top Holdings - As of July 31, 2025, the top ten weighted stocks in the index accounted for 51.26% of the total, including companies like Dongfang Fortune and Tonghuashun [7].

（文章来源：证券时报网） Wind统计显示，8月5日，申万31个一级行业中有19个行业获融资净买入，其中，电子行业获融资净买 入额居首，当日净买入17.87亿元；获融资净买入居前的行业还有医药生物、电力设备、机械设备、计 算机、国防军工、化工等，净买入金额分别为17.2亿元、8.78亿元、8.57亿元、8.17亿元、6.72亿元、 5.95亿元。 个股方面，8月5日有1927只个股获融资净买入，净买入金额在3000万元以上的有161股。其中，13股获 融资净买入额超1亿元。胜宏科技获融资净买入额居首，净买入5.05亿元；融资净买入金额居前的还有 宁德时代、指南针、工业富联、药明康德、光迅科技、TCL科技、张江高科、景嘉微等，净买入额分别 为3.63亿元、1.92亿元、1.58亿元、1.39亿元、1.3亿元、1.28亿元、1.25亿元、1.15亿元。 ...

Market Overview - The Shanghai Composite Index rose by 0.66% on August 4, with 26 out of 28 sectors experiencing gains, led by the defense and military industry at 3.06% and machinery equipment at 1.93% [1] - The computer industry also saw an increase of 0.62% [1] Capital Flow - The net inflow of capital in the two markets was 69.49 million yuan, with 11 sectors receiving net inflows [1] - The defense and military industry had the highest net inflow of 4.366 billion yuan, followed by the machinery equipment sector with a net inflow of 3.265 billion yuan [1] - Conversely, 20 sectors experienced net outflows, with the computer industry leading at a net outflow of 2.479 billion yuan, followed by the pharmaceutical and biological sector with a net outflow of 1.685 billion yuan [1] Computer Industry Performance - Within the computer industry, 335 stocks were tracked, with 250 stocks rising and 80 stocks declining [2] - The top three stocks with the highest net inflow were Yunding Technology (2.86 billion yuan), Zhejiang University Network New (2.06 billion yuan), and Jinxi Modern (1.89 billion yuan) [2] - The stocks with the highest net outflow included Hikvision (5.67 billion yuan), Hengsheng Electronics (2.91 billion yuan), and Guiding Compass (2.77 billion yuan) [2] Computer Industry Capital Inflow - The top stocks in terms of capital inflow included: - Yunding Technology: +5.98%, 27.46% turnover, 286.16 million yuan inflow - Zhejiang University Network New: +5.94%, 17.29% turnover, 206.36 million yuan inflow - Jinxi Modern: +19.96%, 33.73% turnover, 188.86 million yuan inflow [2] Computer Industry Capital Outflow - The top stocks in terms of capital outflow included: - Hikvision: -1.86%, 1.25% turnover, -566.93 million yuan outflow - Hengsheng Electronics: -1.91%, 3.62% turnover, -290.52 million yuan outflow - Guiding Compass: -0.93%, 4.74% turnover, -277.16 million yuan outflow [4]

Group 1 - A-shares experienced fluctuations and climbed after opening, with the gaming sector showing significant movement, particularly the software ETF Huaxia (159256), whose holding stock Shen Zhou Tai Yue rose over 8% [1] - The State Council's executive meeting approved the "Artificial Intelligence +" action plan, emphasizing the promotion of AI's large-scale and commercial application across various sectors, aiming to integrate AI with manufacturing, education, healthcare, and transportation [1] - Zhonghang Securities' report highlighted that the policy establishes a clear development line for "AI+", combined with breakthroughs in general large model technology, indicating that the AI industry is entering a value release window, with 2025 expected to be the "year of AI application landing" [1] Group 2 - The Huaxia software ETF (159256) tracks the entrepreneurial software index (399264), focusing on 50 quality AI software stocks in the entrepreneurial board, with a high concentration in software development and IT services, accounting for 70% of the industry [2] - Key weighted stocks in the index include well-known software companies such as Tonghuashun, Runhe Software, Softcom Power, Guiding Compass, Kunlun Wanwei, and Deepin Technology [2]

证券代码：300803 证券简称：指南针 公告编号：2025-081 北京指南针科技发展股份有限公司 关于全资子公司变更注册资本并完成工商变更登记的公告 2025 年 8 月 1 日 北京指南针科技发展股份有限公司（以下简称"公司"）于 2025 年 7 月 4 日召开的第十四届董事会第五次会议审议通过了《关于向全资子公司麦高证券有 限责任公司增资的议案》，同意公司以自有资金 2 亿元（人民币，下同）对全资 子公司麦高证券有限责任公司（以下简称"麦高证券"）增资，同意授权公司经 营管理层具体决定和办理上述增资相关事项。具体内容详见公司于 2025 年 7 月 4 日在巨潮资讯网（http://www.cninfo.com.cn）披露的相关公告。 近日，公司已按约定以自有资金 2 亿元增资麦高证券，麦高证券已完成工商 变更登记手续，并取得了沈阳市沈河区市场监督管理局核发的《营业执照》。本 次增资完成后，麦高证券的注册资本由 12 亿元变更为 14 亿元。 特此公告。 北京指南针科技发展股份有限公司 董事会 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 ...

截至2025年8月1日 09:51，中证软件服务指数上涨0.29%，成分股深信服上涨5.32%，卫宁健康上涨3.31%，中国软件上涨1.90%，东华软件上涨1.73%，同花 顺上涨1.55%。软件ETF(159852)上涨0.35%。 流动性方面，软件ETF盘中换手2.51%，成交1.29亿元。拉长时间看，截至7月31日，软件ETF近1周日均成交4.07亿元，排名可比基金第一。 规模方面，软件ETF近1周规模增长1618.51万元，实现显著增长，新增规模位居可比基金第一。资金流入方面，拉长时间看，软件ETF近5个交易日内有4日 资金净流入，合计"吸金"1.48亿元。 截至7月31日，软件ETF近3年净值上涨8.43%。从收益能力看，截至2025年7月31日，软件ETF自成立以来，最高单月回报为39.35%，最长连涨月数为3个 月，最长连涨涨幅为69.40%，上涨月份平均收益率为9.75%。 7月31日国务院常务会议召开，会议审议通过《关于深入实施"人工智能+"行动的意见》。会议指出，要深入实施"人工智能+"行动，大力推进人工智能规模 化商业化应用，充分发挥我国产业体系完备、市场规模大、应用场景丰富等优势，推动 ...

Market Overview - The Shanghai Composite Index closed at 3573.21 points, down 1.18%, with a trading volume of 845.89 billion yuan [1] - The Shenzhen Component Index closed at 11009.77 points, down 1.73%, with a trading volume of 1090.14 billion yuan [1] - The ChiNext Index closed at 2328.31 points, down 1.66%, with a trading volume of 544.39 billion yuan [1] - The STAR 50 Index closed at 1047.87 points, down 1.01%, with a trading volume of 45.68 billion yuan [1] - The total trading volume of both markets was 1936.04 billion yuan, an increase of 91.76 billion yuan compared to the previous trading day [1] Sector Performance - The computer, communication, and biopharmaceutical sectors showed the highest gains, while sectors such as steel, non-ferrous metals, real estate, coal, securities, insurance, electric equipment, chemicals, and transportation saw significant declines [3] - Among the 31 primary industries, 7 experienced net inflows of funds, with the computer industry seeing the highest net inflow of 1.33 billion yuan [4][5] - The electric equipment sector had the largest net outflow of funds, totaling 4.90 billion yuan [5] Individual Stock Movements - A total of 1016 stocks rose, while 4064 stocks fell, with 62 stocks remaining flat and 8 stocks suspended [3] - 67 stocks received net inflows exceeding 100 million yuan, with Yidian Tianxia leading at 909 million yuan [6][7] - 119 stocks experienced net outflows exceeding 100 million yuan, with Ningde Times seeing the largest outflow of 1.691 billion yuan [8][9] Institutional Activity - Institutional investors had a net buying of approximately 352 million yuan, with Yidian Tianxia being the most purchased stock at around 173 million yuan [10][11] - The top net selling stock by institutions was Dongxin Co., with a net outflow of approximately 119 million yuan [11] ETF Performance - The Food and Beverage ETF saw a decrease of 3.57% over the past five days, with a net outflow of 60.47 million yuan [13] - The Gaming ETF increased by 3.22% over the past five days, with a net outflow of 30.03 million yuan [13] - The Cloud Computing 50 ETF increased by 3.62% over the past five days, with a net inflow of 4.75 million yuan [14]

Group 1 - The main focus of the article is on the significant outflow of capital from the top 20 stocks as of July 31, with specific amounts listed for each company [1][2] - The stocks with the highest capital outflow include Baosteel Co., Ltd. (-1.548 billion), Yangtze Power (-1.354 billion), and Dongfang Fortune (-1.140 billion) [1] - Other notable companies experiencing capital outflow are Northern Rare Earth (-1.011 billion), CATL (-0.942 billion), and Kweichow Moutai (-0.771 billion) [1] Group 2 - The article provides a detailed list of companies with their respective capital outflow amounts, indicating a trend of investors pulling back from these stocks [1] - The total outflow from the listed companies reflects a broader market sentiment that may impact future investment strategies [1]