截至7月10日收盘，电子身份证概念下跌1.63%，位居概念板块跌幅榜前列，板块内，京北方、东信和 平、楚天龙等跌幅居前，股价上涨的有11只，涨幅居前的有天融信、中科江南、思特奇等，分别上涨 3.07%、2.85%、1.25%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 硅能源 | 3.39 | 兵装重组概念 | -3.20 | | 房屋检测 | 2.89 | 电子身份证 | -1.63 | | 有机硅概念 | 2.51 | 无人零售 | -1.34 | | 租售同权 | 2.45 | PET铜箔 | -1.29 | | 信托概念 | 2.07 | 数字货币 | -1.11 | | 稀土永磁 | 1.95 | PCB概念 | -0.97 | | 毛发医疗 | 1.77 | 移动支付 | -0.94 | | 水泥概念 | 1.75 | AI PC | -0.91 | | 物业管理 | 1.70 | AI手机 | -0.83 | | 装配式建筑 | 1.68 | PEEK材料 | -0.79 | 资金面上看， ...

2025.07. 10 截至午盘，上证指数报3505.58点，涨0.36%，深成指报10583.79点，涨0.02%，创业板指报 2178.21点，跌0.3%。有机硅、稀土永磁、多元金融板块涨幅居前，油气、地产、银行股表现活 跃，兵装重组概念、PCB、AI PC概念走弱。 超3000只个股下跌。 主力资金早间净流入医药生物、非银金融、有色金属等板块，净流出电子、汽车等板块。 具体到个股来看，北方稀土、中科金财、长芯博创获净流入20.13亿元、9.66亿元、9.34亿元。 中信证券表示，金融数据前瞻来看，7月季节性内生性宽松叠加央行呵护态度，料有效对冲税期与政 府债发行等因素，资金面或维持合理充裕。此外，政府债券发行仍在高位，叠加去年同期极低基数， 7月社融增速或有望延续提振趋势。 光大证券研报表示，展望下半年，油运市场受原油消费需求疲软和OPEC+增产两方面因素影响。预 计原油消费需求方面的扰动因素较少，当前需求有望随贸易冲突缓和以及宏观经济向好实现边际改 善，而OPEC+的超预期增产有望持续提振原油运输需求，2025年下半年油运景气有望回升。 作者 | 一财资讯 净流出方面，胜宏科技、新易盛、比亚迪遭抛售8 ...

Key Takeaways QCOM is expanding into AI PCs with Snapdragon X chips to reduce reliance on smartphone market. Snapdragon X Elite and X Plus chips are gaining traction with Dell, HP, Lenovo, ASUS and others. Fierce competition from INTC and AMD challenges QCOM's position in the AI PC chip market.Qualcomm Incorporated (QCOM) has been steadily diversifying its product suite to unlock new revenue-generating opportunities. Such efforts increase resilience in its business model by making QCOM less vulnerable to ...

截至7月7日收盘，AI PC概念下跌1.02%，位居概念板块跌幅榜前列，板块内，中京电子、领益智造、 博敏电子等跌幅居前，股价上涨的有5只，涨幅居前的有鹏鼎控股、闻泰科技、华勤技术等，分别上涨 1.41%、0.42%、0.34%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 中船系 | 5.23 | 同花顺果指数 | -1.53 | | 生物质能发电 | 2.83 | 重组蛋白 | -1.42 | | 2025中报预增 | 2.77 | 减肥药 | -1.10 | | 虚拟电厂 | 2.62 | CRO概念 | -1.07 | | 跨境支付(CIPS) | 2.36 | AI PC | -1.02 | | 抽水蓄能 | 2.26 | AI手机 | -0.99 | | 超超临界发电 | 2.20 | 中国AI 50 | -0.98 | | 租售同权 | 2.20 | 芬太尼 | -0.85 | | 柔性直流输电 | 2.00 | 共封装光学(CPO) | -0.82 | | 特高压 | 1.98 | 创新药 ...

Group 1 - The AI PC concept sector rose by 2.85%, ranking 6th among concept sectors, with 33 stocks increasing in value, including stocks like Bomin Electronics, Zhongjing Electronics, and Pengding Holdings reaching their daily limit [1] - Leading gainers in the AI PC sector included Huqin Technology, Aoshikang, and Lingyi Zhi Zao, with increases of 8.55%, 7.62%, and 6.75% respectively [1] - The sector saw a net inflow of 1.708 billion yuan from main funds, with 20 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflows [2] Group 2 - The top net inflow stock was Lingyi Zhi Zao, with a net inflow of 367 million yuan, followed by Pengding Holdings and Bomin Electronics, each with a net inflow of 268 million yuan [2] - In terms of net inflow ratios, Bomin Electronics, Lingyi Zhi Zao, and Changying Precision led with rates of 26.38%, 13.19%, and 11.78% respectively [3] - The AI PC concept sector's performance was supported by significant trading volumes, with stocks like Lingyi Zhi Zao and Bomin Electronics showing high turnover rates of 4.42% and 15.60% respectively [3]

截至7月3日收盘，低辐射玻璃(Low-E)概念上涨2.38%，位居概念板块涨幅第8，板块内，7股上涨，亚 玛顿、耀皮玻璃等涨停，万顺新材、新赛股份、旗滨集团等涨幅居前，分别上涨7.18%、1.37%、 1.10%。跌幅居前的有南玻A、三峡新材、安彩高科等，分别下跌0.83%、0.30%、0.20%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 同花顺果指数 | 4.73 | 兵装重组概念 | -1.49 | | PCB概念 | 3.27 | 可燃冰 | -1.21 | | PET铜箔 | 3.01 | 国产航母 | -0.79 | | AI手机 | 2.92 | 可控核聚变 | -0.77 | | 重组蛋白 | 2.85 | 中船系 | -0.76 | | AI PC | 2.85 | 海工装备 | -0.66 | | 创新药 | 2.49 | 核污染防治 | -0.56 | | 低辐射玻璃(Low-E) | 2.38 | 中韩自贸区 | -0.48 | | 苹果概念 | 2.38 | 赛马概念 | -0 ...

Group 1: Core Insights - HP launched its "Making AI Real" strategy and new AI PC products, focusing on customer needs and the acceleration of AI technology adoption in enterprises [1] - The new product lineup includes the EliteBook series, Z series all-in-one PCs, and upgraded Poly audio-visual solutions, aiming to provide comprehensive solutions for diverse business scenarios [1][3] - HP emphasizes its commitment to the Chinese market, integrating advanced AI technology with local demands to create tailored solutions for various enterprise sizes [1][3] Group 2: AI PC Development - The evolution of AI applications in PCs has transitioned from basic functionalities to advanced capabilities, with significant contributions from companies like Intel and AMD [2] - The AI hardware and software market is projected to grow at an annual rate of 40% to 55%, potentially reaching a market size of $780 billion to $990 billion by 2027 [2] - Companies are increasingly implementing AI in daily operations to enhance efficiency, optimize costs, and ensure data security [2] Group 3: Product Features and Innovations - HP's AI PC solutions are designed to be end-to-end, customizable, and easy to deploy, addressing various enterprise needs across hardware performance, system deployment, and data security [3] - The newly introduced AI agent, "Zhan AI," can utilize both cloud-based and local large models, ensuring data privacy while enhancing performance [5] - HP's upgraded security features, including Onlooker Detection and HP Auto Lock, aim to protect user data and privacy in various working environments [5] Group 4: Collaboration and User Experience - HP's "Seamless Collaboration" concept aims to enhance the human aspect of communication in hybrid work environments, introducing new audio-visual solutions for immersive meeting experiences [6] - The company is focused on improving both enterprise efficiency and individual productivity through innovative hardware and AI solutions [6] Group 5: Future Outlook - HP plans to continue expanding its AI capabilities and product offerings, addressing the diverse needs of different industries while maintaining a focus on data security and operational efficiency [7] - The company aims to facilitate the deployment of AI solutions through a subscription-based model, addressing the challenges of AI implementation in enterprises [7]

新华财经北京6月24日电（罗浩）沪深两市主要股指24日开盘涨跌不一，沪指微幅低开，深成指和创业 板指小幅高开。各股指盘初波动攀升，盘中在高位整理，收盘时均显著上涨。值得注意的是，沪指6月 24日盘中最高触及3423.78点，高于2025年5月14日盘中高位3417.31点，创下5月中旬以来的阶段盘中新 高，亦为2025年3月21日以来的盘中新高；与此同时，沪指6月24日收于3420.57点，高于2025年5月14日 收盘点位3403.95点，创下5月中旬以来的阶段收盘新高，亦为2025年3月20日以来的收盘新高。 盘面上，固态电池板块及人形机器人板块领涨，减速器、PEEK材料、一体压铸、胎压监测、汽车热管 理、复合铜箔、无人驾驶、高压快充、液冷服务器、动力电池回收、工业母机、云游戏等板块亦有较大 幅度上涨。油气开采、可燃冰、港口航运等板块跌幅靠前。 截至收盘，沪指报3420.57点，涨幅1.15%，成交额约5449亿元；深成指报10217.63点，涨幅1.68%，成 交额约8697亿元；创业板指报2064.13点，涨幅2.30%，成交额约4417亿元；科创综指报1198.12点，涨 幅2.07%，成交额约10 ...

光大证券认为，固态电池设备投资额4-5亿/GWh，显著高于传统液态锂电设备投资额，且设备要求全面 提升；在材料端，固态电池叠加AI PCB概念，使得锂电铜箔公司龙头大涨。当前，电池厂商积极推进 半固态产线以及全固态实验、中试线使得固态电池板块资本开支提升，叠加政策支持，固态电池材料端 也将迎来一定催化。 科创新能源ETF紧密跟踪上证科创板新能源指数，上证科创板新能源指数从科创板市场中选取50只市值 较大的光伏、风电以及新能源车等领域的上市公司证券作为指数样本，以反映科创板市场代表性新能源 产业上市公司证券的整体表现。 数据显示，截至2025年5月30日，上证科创板新能源指数(000692)前十大权重股分别为晶科能源 (688223)、天合光能(688599)、阿特斯(688472)、大全能源(688303)、天奈科技(688116)、孚能科技 (688567)、容百科技(688005)、厦钨新能(688778)、派能科技(688063)、固德威(688390)，前十大权重股 合计占比51.28%。 科创新能源ETF（588830），场外联接基金（A类023075，C类023076，I类024157） 截至20 ...

油气股大幅下挫，军工股走弱。算力产业链走强，CPO方向领涨；智能驾驶、航空、宠物经济、机器人概念股涨幅居前。 （持续更新中……） 09:35 液化石油气（LPG）期货主力合约触及跌停 液化石油气（LPG）期货主力合约触及跌停，现报4257元/吨，跌幅5.98%。 09:28 A股开盘｜上证指数跌0.04% 油气股大幅下挫 09:21 央行今日开展4065亿元7天逆回购操作 央行今日开展4065亿元7天逆回购操作，投标量4065亿元，中标量4065亿元，操作利率为1.40%。 09:16 人民币兑美元中间价调升54个基点 人民币兑美元中间价报7.1656，调升54个基点。前一交易日中间价报7.171。 09:00 SC原油期货主力合约触及跌停 SC原油期货主力合约触及跌停，现报518.6元/桶，跌幅9%。 三大股指开盘涨跌不一，上证指数开盘报3380.08点，跌0.04%，深成指开盘报10074.27点，涨0.26%，创业板指开盘报2024.7点，涨 0.35%。油气股大幅下挫，军工股走弱。算力产业链走强，CPO方向领涨；智能驾驶、航空、宠物经济、机器人概念股涨幅居前。 | | | | A股重要指数 | | | ...