Group 1 - The electronic ETF (515260) focusing on "semiconductors + consumer electronics + PCB" has seen a strong performance, with a peak increase of over 3.7% and currently up 2.38%, reaching a new high since its listing [1] - In the semiconductor sector, companies like SMIC have surged over 13%, while others like Rockchip and Cambricon have increased by more than 8% and 6% respectively [1] - The electronic sector has attracted significant capital inflow, with a net inflow of 13.5 billion yuan, and over the past 5 and 20 days, it has accumulated 83.1 billion yuan and 206.6 billion yuan respectively, leading all 31 first-level industries in the Shenwan classification [1] Group 2 - The total market capitalization of the electronic industry has surpassed that of the banking sector for the first time, reaching 11.54 trillion yuan as of August 22 [1] - As of August 27, among the 50 constituent stocks of the electronic ETF, 35 have disclosed their semi-annual reports, with 23 reporting positive net profit growth, and 4 achieving significant profit increases [1] - Four main driving forces for the electronic sector's future performance have been identified: 1. Semiconductor equipment chain with clear expansion needs in domestic storage and logic wafer factories [1] 2. Domestic computing power chain with an expanding supply-demand gap for AI chips due to U.S. restrictions [1] 3. Recovery in consumer electronics with new product launches expected in September [1] 4. Overseas computing power chain with increased capital expenditure from North American cloud vendors [1]

8月27日上午，华为终端正式宣布，备受期待的新款三折叠手机华为Mate XTs 非凡大师。今天官方再放 重料，官宣杨幂、马龙担任华为Mate XTs 鸿蒙推广大使，同时官宣华为Mate XTs 非凡大师于8月28日 10:08开启预约，并同步公布了预约渠道（华为商城、授权电商可预约）。此次预约共有槿紫、皓白、 玄黑、瑞红四个颜色，而版本则为16GB+256GB，16GB+512GB，16GB+1TB。消息一经发布，消费者 热情瞬间被点燃，全网激发预约新款三折叠的讨论热潮。这样的热度不仅印证了大众对华为折叠屏的信 任，更是对新款三折叠未上先火现象背后的体验肯定。 此前，8月27日上午，华为终端官方微博率先发布预热海报，官宣华为Mate XTs 非凡大师及全场景新品 发布会将于9月4日14:30举办。海报上醒目的Z字形元素设计，迅速让外界的目光聚焦在"新款三折叠手 机"上。后续，余承东发布悬念视频，虽然仅仅展示了手机背面，但让华为Mate XTs 非凡大师的三折叠 形态展露无遗；与此同时，简洁大气的全新皓白配色，以及全新的手写笔，也让外界对华为Mate XTs 非凡大师的外观设计，以及创新体验有了更多期待。 8月 ...

Core Viewpoint - The big data industry ETF (516700) showed stable performance with a 1.1% increase in intraday price and a transaction volume of 12.2 million yuan, reaching a total fund size of 103 million yuan [1] Group 1: ETF Performance - The big data industry ETF (516700) passively tracks the CSI Data Index (930902), which rose by 1.35% on the same day [1] - The top ten weighted stocks in the index include iFlytek, Inspur Information, and Hang Seng Electronics, among others [1] Group 2: Component Stocks Performance - Notable performers among component stocks include Zhongke Shuguang, Kehua Data, and Dongfang Guoxin, with daily increases of 4.34%, 3.99%, and 2.49% respectively [1] - Conversely, stocks such as Tuolisi, Shenzhou Information, and Shuiyou Co. experienced declines of 2.97%, 2.76%, and 2.37% respectively [1] Group 3: Market Insights - Nvidia launched a new robotics technology stack "New Brain" and the Jetson Thor edge supercomputer, enhancing AI capabilities [3] - The DeepSeek-V3.1 model shows significant improvements in programming agents and complex task handling, indicating a strong performance boost over previous models [3] - The computer industry is benefiting from AI technology upgrades and ecosystem collaboration, driving technological iterations and application expansions [3][4]

家人们，今天A股又见证历史了！寒武纪盘中股价冲上1464.98元，一度把茅台甩在身后，坐上"股王"宝座。虽然收盘回落，股王宝座得而复失，但这事儿足 够让市场沸腾——毕竟，寒武纪市值已达英特尔的75%，而它的营收只有英特尔的1.6%。这到底是AI芯片的黄金时代，还是资本泡沫的狂欢？我是帮主郑 重，20年财经老炮，今天咱就唠透这背后的逻辑。 一、寒武纪的逆袭：时代变了，股王也得换赛道？ - 估值泡沫：寒武纪动态市盈率343倍，市销率111倍，而英特尔只有4.2倍。这溢价靠的是未来增长预期，一旦业绩增速放缓，股价容易雪崩。 - 技术护城河没想象中宽：寒武纪思元590芯片性能接近英伟达A100，但实际应用仍依赖软件适配和生态支持。华为昇腾、百度昆仑等对手也在猛追，竞争 比茅台的白酒江湖惨烈多了。 三、中长线看，寒武纪的关键胜负手 寒武纪这波暴涨，核心是三大驱动： 1. 业绩爆发式增长：2025年上半年营收28.81亿，同比涨4347%，净利润10.38亿，扭亏为盈。这增速堪比火箭，虽然基数低，但市场看的是未来。 2. 政策红利猛推：国务院刚发布《"人工智能+"行动意见》，目标2027年AI普及率超70%。国产替代成了 ...

英伟达今日公布了该公司截至2025年7月30日的2026财年第二财季财报。报告显示，英伟达第二财季营 收为467.43亿美元，与上年同期的300.40亿美元相比增长56%，与上一财季的440.62亿美元相比增长 6%；净利润为264.22亿美元，与上年同期的165.99亿美元相比增长59%，与上一财季的187.75亿美元相 比增长41%；不按照美国通用会计准则的调整后净利润为257.83亿美元，与上年同期的169.52亿美元相 比增长52%，与上一财季的198.94亿美元相比增长30%。 美团第二季度净利润同比下降89% 美团发布2025年第二季度财报。财报显示，美团第二季度调整后净利润14.9亿元，同比下降89%，预估 98.5亿元。 格力高管再回应与小米争议 英伟达第二财季营收467.43亿美元 8月25日当天，钉钉发布了无招回归4个月后的第一份"成绩单"：8.0版本，钉钉ONE。这是一款明显AI 化的钉钉，包含了AI 表格、AI 听记等一系列功能和工具，此外钉钉还发布了智能硬件DingTalk A1—— 一款可以磁吸在手机上的AI硬件产品。 对于这样一款硬件产品，从立项到做出产品，总共时间不到4个月，这 ...

今日（8月28日）芯片产业链延续强势，聚焦"半导体+消费电子+PCB"等方向的电子ETF（515260）盘 中涨超3．7%，现涨2．38%，继续刷新上市以来的高点！ 电子板块细分方向来看，半导体方面，中芯国际涨超13%再创新高，瑞芯微涨逾8%，寒武纪、澜起科 技涨超6%；印制电路板（PCB）方面，东山精密涨停，深南电路涨逾8%；消费电子方面，工业富联涨 超2%，安克创新、领益智造涨逾1%。 | 美部股票 | Wind概念板块 | Wind主题行业 | 申万一级行业 | 申万二级行业 | | | --- | --- | --- | --- | --- | --- | | લ્લ્લિત | 名称 | 涨跌幅 | 主力净流入额 ▼ | 5日主力净流入额 | 20日主力净流入额 | | 801080 | 电子(申万) | 2.48% | 135.16亿 | 831.28亿 | 2066.12亿 | | 801770 | 通信(申万) | 3.87% | 97.07 Z | 375.08 Z | 977.15 Z | | 801050 | 有色金属(申万) | 0.35% | 55.39亿 | 282.99亿 | 7 ...

8月28日，中国人民抗日战争暨世界反法西斯战争胜利80周年纪念活动新闻中心举办首场记者招待会。 外交部部长助理洪磊在回答记者提问时表示，日本国内始终存在一股势力企图否认侵略、美化侵略，歪曲 篡改历史，甚至为当年的战争罪犯翻案招魂，这是对战后国际秩序的挑战，对人类良知的挑战，对所有爱 好和平人民的挑战。 在中国人民抗日战争暨世界反法西斯战争胜利80周年之际，日本再次面临历史之问、时代之问。我们敦促 日方正视历史，深刻反省侵略罪责，同军国主义彻底划清界限，走和平发展、睦邻友好的正道。 来源：新华网文字实录、人民网微信 点击关键字可查看 责编：万健祎 校对： 姚远 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 全球市值第一公司发布财报，盘后跳水！ 丨 深夜，中概股下挫！ 丨 半年报"交卷"渐多！今夜， 逾30家公司利润同比翻倍！ 丨 全面取消！美团宣布 ...

Core Insights - The AAAI-2026 conference has received an unprecedented number of submissions, with nearly 29,000 papers submitted, of which around 20,000 (approximately two-thirds) are from China [2][5] - The total number of unique authors submitting papers exceeds 75,000, indicating a significant increase in participation [4] - The review process is facing challenges due to the high volume of submissions, with about 23,000 papers entering the review process, nearly double the number from AAAI-25 [5][6] Submission Statistics - The main technical track of AAAI-2026 received close to 29,000 submissions, with Chinese submissions accounting for approximately 20,000 [2] - The top three research keywords for submissions are computer vision (nearly 10,000 papers), machine learning (around 8,000 papers), and natural language processing (over 4,000 papers) [5] - The number of emails received by the organizing team has surpassed five times the total for AAAI-25, peaking at 400 emails per day [4][5] Review Process and Quality Assurance - To manage the increased demand, AAAI has recruited over 28,000 committee members, nearly tripling the size of the committee from AAAI-25 [6] - AAAI is actively investigating potential ethical issues in the review process and has established committees to ensure integrity and accountability [7] - AI-assisted review experiments have shown promising early results, including tools to detect collusion among reviewers [8] Trends in AI Research - The surge in submissions reflects a broader trend of increasing participation from Chinese researchers in AI, with China becoming a dominant force in the field [17][20] - Reports indicate that the proportion of papers authored by Chinese researchers at top AI conferences has significantly increased over the past decade [20][22] - By 2024, eight of the top 20 institutions ranked by accepted papers at leading AI conferences are from China, highlighting the country's growing influence [24][25]

8月28日，运机集团子公司华运智远宣布，将在"运机—华为"联合创新中心和华运智远技术中心的共同 孵化下组建智能机器人团队，并正式开启团队招募。智能机器人团队将聚焦矿山、散料输送港口等行业 的少人无人化作业、智能搬运、智能巡检与智能运维等场景，研发具备自主感知、自主决策、自主执行 能力的行业定制化智能机器人产品。 ...

Group 1: Technology Sector Developments - Huawei is set to unveil its new Mate XTs foldable smartphone on September 4, featuring the new Kirin 9020 processor and satellite communication capabilities [2] - Nvidia reported Q2 2026 revenue of $46.743 billion, a 56% year-over-year increase, but its data center revenue fell short of expectations, leading to a market cap loss of $130 billion [3] - IBM and AMD announced a collaboration to develop a next-generation computing architecture that combines quantum computing and high-performance computing [5] - Huawei launched a new high-end SSD series optimized for AI workloads, enhancing performance and lifespan through innovative software [7] Group 2: Consumer Electronics and Appliances - Xiaomi aims to become a leading brand in the home appliance sector by 2030, with a 66% revenue growth in Q2 for its tech appliances, particularly a 60% increase in air conditioning sales [4] - Apple is expected to release the iPhone 17 series on September 10, with plans to discontinue several existing models, including the iPhone 15 and Apple Watch Series 10 [6] Group 3: Transportation and Delivery Services - Tesla expanded its Robotaxi service area in Austin from 91 square miles to 173 square miles and increased its fleet size by 50% [8] - Meituan announced plans to eliminate overtime penalties for its delivery riders by the end of 2025, focusing on improving rider experience [9] - Meituan's CEO stated that the company has reached a daily order volume of 100 million and aims to increase it to 150 million [10] Group 4: Strategic Partnerships and Investments - Horizon Robotics' CEO indicated that the industry is moving towards full-scene autonomous driving within the next five to ten years, with upcoming collaborations in the RoboTaxi sector [11] - JD Supermarket has become the largest importer of Ecuadorian roses in China, reducing prices by 30% through direct sourcing [12] - ZTE and China Guoxin signed a strategic cooperation agreement to enhance investment and market development in emerging industries [12] Group 5: Corporate Changes and Financial Updates - Nanwei Semiconductor appointed Chris Allexandre as the new CEO, effective September 1, 2025, marking a management transition [13] - Nikon announced the closure of its Yokohama manufacturing plant by September 30, 2025, with minimal financial impact expected [15] - Hongjing Technology plans to raise up to 1.35 billion yuan for smart computing projects [16] - Guanghe Technology intends to invest 2.6 billion yuan in a new manufacturing base project [17] - Cambridge Technology's major shareholder reduced its stake by 1.8 million shares [18] - Guoxin Technology announced plans to reduce its shareholding by up to 5% due to fund exits [19] - Yongji Co. terminated its acquisition plan for Turnafly Electronics after negotiations [20] - Chip Enjoy Technology completed a multi-billion B+ round financing to enhance its semiconductor automation services [21]