A股早盘震荡分化，军工集体爆发，AI智能体概念再度活跃

Market Overview - On August 4, the A-share market experienced mixed fluctuations with the Shanghai Composite Index rising by 0.20% while the Shenzhen Component Index and the ChiNext Index fell by 0.28% and 0.49% respectively [1] - The total trading volume in the Shanghai and Shenzhen markets reached 920.8 billion yuan, a decrease of 74.1 billion yuan compared to the previous trading day [1] Sector Performance - The military industry sector saw significant gains, with stocks like Aileda hitting the daily limit and Changcheng Military Industry reaching historical highs [1] - Other sectors that performed well included precious metals, cultivated diamonds, and industrial internet [1] - Conversely, sectors such as innovative drugs, CPO, outbound tax refunds, and assisted reproduction faced declines [1] AI Industry Insights - The State Council approved the "Artificial Intelligence +" action plan, emphasizing the acceleration of AI technology and its commercial applications [5] - The core AI industry in China is projected to grow from 18 billion yuan in 2017 to 600 billion yuan by 2024, with expectations to exceed 1 trillion yuan by 2030 and reach 1.7295 trillion yuan by 2035 [5] Company Highlights - Bosideng Software: Focuses on AI and electronic vouchers, establishing an AI R&D center and implementing a vertical scene strategy with "industry vertical large models + intelligent agents" [8] - Saiyi Information: Drives AI business through "generative AI + intelligent agents + general ERP" and has integrated AI capabilities into core business processes [8] - Hand Information: Launched an AI middle platform in 2023 and is transitioning from ERP consulting to providing B-end intelligent products and solutions [8] - Xuan Ya International: Developed the "Giant Wave Technology Platform" for intelligent video production and is working on the OrangeGPT for vertical applications [8]