三大指数均飘绿 AI算力概念逆势活跃

Market Overview - The overall market was weak on the last trading day of July, with major indices experiencing significant declines. The Shanghai Composite Index fell by 1.18%, closing below 3600 points, while the ChiNext Index and Shenzhen Component Index dropped by 1.66% and 1.73%, respectively. The total market turnover approached 2 trillion yuan, an increase of 909 billion yuan compared to the previous trading day, with nearly 4300 stocks declining [1]. AI Industry - The AI industry chain-related sectors showed strong performance, with liquid cooling servers and CPO concepts rising significantly. Notable stocks included Yidian Tianxia (301171) hitting the daily limit, and Shenzhou Digital (000034) reaching a peak close to the limit, currently up over 7%. Other stocks like Jinxi Modern (300830) and Zhidema (300785) also saw gains exceeding 7% [2]. - The domestic AI model performance has reached levels comparable to leading overseas models, with lower costs. Applications of domestic AI models in finance and office sectors are noteworthy, and AI agents have begun to be implemented in enterprise management scenarios, indicating substantial future growth potential [2][3]. - The liquid cooling server sector experienced a strong rally, with Industrial Fulian reaching a historical high. The market outlook for liquid cooling servers is positive, driven by AI computing demand, policy support, and technological optimization. The market space for liquid cooling servers is vast, highlighting its investment value [3]. Assisted Reproductive Technology - The assisted reproductive technology sector also saw significant gains, with an overall increase of 1.72% by the end of the trading day, ranking third among industry concept sectors. Over the past month, this sector has risen by 15.36%. Key stocks included Anke Bio (300009) and Gongtong Pharmaceutical (300966), both hitting the daily limit, while others like Guangshengtang (300436) rose over 18% [5][6]. - The implementation of the "Childcare Subsidy Implementation Plan" is expected to stimulate consumption related to maternal and infant products. The central government has allocated approximately 90 billion yuan for this initiative, which is anticipated to boost the birth rate and benefit industries related to assisted reproduction, genetic testing, and childcare services [6].