Group 1 - AI concept stocks have shown strong performance, with notable increases in share prices for companies such as Meitu (up 13.05% to HKD 12.3), Kingdee International (up 9.92% to HKD 18.4), and Huya Technology (up 9.74% to HKD 9.58) [1] - The World Artificial Intelligence Conference (WAIC 2025) commenced on July 26 in Shanghai, highlighting various AI applications such as embodied intelligence, intelligent agents, and AI glasses [1] - Alibaba and Zhipu have recently released significant AI models, with Alibaba open-sourcing its latest programming model Qwen3-Coder, which surpasses GPT-4.1 and is on par with Claude4 [1] Group 2 - Dongfang Securities is optimistic about user growth and commercialization acceleration for vertical AI products in the second half of the year, emphasizing the importance of domestic companies with overseas AI application layouts [2] - CITIC Securities noted that the lifting of H20 restrictions is expected to boost capital expenditure (CAPEX) investments by leading firms, creating multiple catalysts for AI model iteration and application explosion in the second half of the year [2]
AI概念股走势强劲 近期AI应用迎来多重催化 机构称下半年AI主线具充分投资机遇
Zhi Tong Cai Jing·2025-07-31 03:33