据公告，2024年，超讯设备与信唐智创（浙江）电子科技有限公司（以下简称"信唐智创"）签订了三份 业务合同，约定信唐智创向超讯设备提供3361台服务器，三份合同总价款约为1.74亿元。 合同签订后，信唐智创向超讯设备发送了合同项下的货物，但因双方在货款支付上存在分歧，超讯设备 在合计支付8385.42万元后，信唐智创就尚未支付的8993.72万元货款向法院提起诉讼。同时，因超讯通 信为超讯设备单一股东，信唐智创要求上市公司对超讯设备的债务承担连带责任。 每经记者｜黄鑫磊 每经编辑｜魏官红 7月31日，算力概念股超讯通信（603322.SH，股价38.46元，市值60.61亿元）公告称，公司及全资子公 司超讯（广州）网络设备有限公司（以下简称"超讯设备"）近日收到浙江省温州市中级人民法院（以下 简称"温州中院"）送达的《民事起诉状》。 当天，超讯通信还披露，公司财务人员于近日查询银行账户时获悉，公司及多家子公司部分银行账户被 冻结，被申请冻结金额达1.82亿元，主要系公司及子公司与企业的业务涉诉。 被要求承担1.07亿元债务 信唐智创请求温州中院判令超讯设备向信唐智创偿还货款8993.72万元及应支付的违约金1 ...

一起看看发生了什么事情。 A股午后跳水 7月31日，连续多日上涨之后，A股今天迎来大幅度调整。13:02之后，市场开始不断下跌，三大指数午 后均跌超1%。截至收盘，沪指跌1.18%，深成指跌1.73%，创业板指跌1.66%。 全市场共1061只个股上涨，49只个股涨停，4287只个股下跌。 今天是7月的最后一个交易日，市场突然跳水，希望8月的A股对咱们股民好一点！ | 1 | 880005 涨跌家数 | | | --- | --- | --- | | D | 其中 涨停 涨幅 3-5% | ਕਰ | | | 涨幅 > 7% | 93 | | | 涨幅 5-7% | 64 | | | | 135 | | D | 涨幅 0-3% | 769 | | D | 跌幅 0-3% | 3634 | | | 跌幅 3-5% | 536 | | | 跌幅 5-7% | 84 | | | 跌幅 > 7% | 33 | | D | 其中 跌停 | 6 | | D | 上涨家数 | 1061 | | | 下跌家数 | 4287 | | | 平盘停牌 | 71 | | D | 总品种数 | 5419 | | | 总成交额 | 196 ...

大家好啊，今天是7月的最后一个交易日，市场突然跳水，希望8月的A股对咱们股民好一点！ 一起看看发生了什么事情。 A股午后跳水 【导读】盘中突然跳水 7月31日，连续多日上涨之后，A股今天迎来大幅度调整。13:02之后，市场开始不断下跌，三大指数午 后均跌超1%。截至收盘，沪指跌1.18%，深成指跌1.73%，创业板指跌1.66%。 全市场共1061只个股上涨，49只个股涨停，4287只个股下跌。 算力概念股逆市活跃，英维克（002837）、川润股份（002272）等多股涨停。 | 代码 | 名称 | | 涨幅% | 现价 | | --- | --- | --- | --- | --- | | 832662 | 方盛股份 | R | 15.13 | 30.97 | | 300731 | 科创新源 | | 12.82 | 33'35 | | 688668 | 鼎通科技 | K | 10.24 | 06"66 | | 603757 | 大元泵业 | | 10.02 | 26.13 | | 002837 | 英维克 | R | 10.01 | 40.21 | | 603516 | 淳中科技 | R | 10.00 | ...

Market Overview - On July 31, A-shares experienced a significant decline after several days of gains, with the Shanghai Composite Index dropping by 1.18%, the Shenzhen Component Index by 1.73%, and the ChiNext Index by 1.66% [2][3] - The total trading volume reached approximately 845.89 billion, with 1,061 stocks rising and 4,287 stocks falling [5] Sector Performance - The innovation drug concept stocks continued to show strength, with companies like Nanjing New Pharmaceutical and Anke Bio reaching their daily limit [7] - Computing power concept stocks were active despite the market downturn, with stocks such as Yingwei Ke and Chuanrun shares hitting their daily limit [8] Declining Stocks - Cyclical stocks, including steel and coal, collectively adjusted, with Baogang Co. and Anyang Steel both falling over 7% [10][12] - Notable declines included Baogang Co. down by 7.88% and Anyang Steel down by 7.51% [12] News Impacting the Market - The market's sudden drop was attributed to reports of serious security issues with NVIDIA's computing power chips, leading to a government inquiry regarding the safety risks associated with the H20 chip sold to China [13] - NVIDIA's stock price fell in after-hours trading following these revelations, and the company had previously reported a $4.5 billion impairment on unsold H20 chips [15] - The Chinese Ministry of Commerce held a press conference discussing recent economic talks with the U.S., indicating ongoing dialogue on trade relations [15][16]

（原标题：收评：沪指放量跌逾1%，资源股集体下挫，AI产业链股逆市活跃） 31日，沪指盘中震荡下探，尾盘加速跳水；深证成指、创业板指跌近2%，场内近4300股飘绿，全A成 交额明显放大。 截至收盘，沪指跌1.18%报3573.21点，深证成指跌1.73%报11009.77点，创业板指跌1.66%报2328.31点， 上证50指数跌1.54%，沪深北三市合计成交19621亿元。 盘面上看，煤炭、钢铁、化纤、石油、有色、地产、券商、保险、电力、酿酒等板块均走低，AI产业 链股逆市活跃，液冷服务器、算力概念等走强；辅助生殖概念走高，人脑工程、创新药概念等活跃。 东兴证券指出，当前A股处于中长期慢牛阶段，指数波动性下降，热点轮动合理。建议投资者维持较高 仓位，以持有策略为主，关注景气度较高的行业。重点推荐大科技、高股息和消费板块，同时可关注创 新药、军工及周期品等具备成长性的细分领域。 ...

Market Overview - A-shares experienced fluctuations with the Shanghai Composite Index down 0.68% and the Shenzhen Component Index down 0.45% as of midday, while the ChiNext Index rose 0.43% [1] - The market turnover reached 1.14 trillion yuan, with over 3,400 stocks declining and around 1,800 stocks rising [1] Company Performance - Tibet Tourism achieved a 9-day consecutive limit-up, with a cumulative increase of over 135% in the last 9 trading days, and a midday turnover of nearly 1.3 billion yuan, marking a historical high in trading volume [3] - Tibet Tourism announced that from July 21 to July 30, its stock price increased by 114.56%, with no significant changes in its fundamentals [5] - The core revenue of Tibet Tourism comes from its scenic area business, which generated 163 million yuan in revenue for 2024, accounting for 76.5% of total revenue [5] Industry Trends - The computing power concept led the market, with liquid cooling servers and CPO segments performing particularly well [6][7] - The anticipated release of GPT-5 by OpenAI is expected to significantly increase demand for computing power, with projections indicating a threefold increase in the reasoning market by 2025 [9] - Industrial Fulian, a leader in computing power, saw its stock price rise over 8%, reaching a historical high with a market capitalization exceeding 700 billion yuan [10] Broker Recommendations - Multiple brokerages have released August strategies, with a positive outlook for the A-share market driven by policy expectations and economic recovery [13] - The basic chemical sector received the most stock recommendations, with 7 stocks highlighted, indicating a potential upward cycle in the industry [14] - Technology stocks are also seen as opportunities, with several semiconductor companies included in the August recommendations [15]

十字星下的缩量博弈，是蓄势待发还是风雨欲来？ 各位老铁，我是帮主郑重。今早一开机，A股又站在了3600点的悬崖边——上证指数昨天那颗缩量十字星，像极了高手对决前的屏息瞬间。政策红包雨砸向 三胎，算力硬件股却悄悄刷新历史新高，这冰火两重天的盘面，看得人直呼魔幻！但更刺激的是，今晚美联储议息会议和明晚特朗普关税大限，就像悬在头 顶的双刀，让这场3600点争夺战充满火药味。 看看主力资金这操作就更有意思了：一边是北向资金昨天狂扫287亿猛攻半导体和医药，另一边是周期股单日净流出70亿的惨烈踩踏。这种割裂行情背后， 藏着政策与时间赛跑的惊险棋局——育儿补贴每年千亿的真金白银刚落地，反内卷的刀锋又砍向光伏钢铁。当技术面缩量十字星撞上政策密集期，老江湖都 懂：这种时候，耐心比勇气更金贵。 多头弹药库：政策红包与算力狂潮 三胎概念今早直接引爆！每孩每年3600元的国家补贴，折合成真金白银相当于每年千亿级消费刺激，这可比发消费券实在多了。贝因美、戴维医疗这些母婴 股，早盘集合竞价就被资金顶得红光满面。更绝的是地方财政可能跟进加码——若北上广深等富庶地区再叠加补贴，婴童消费赛道想象空间直接拉满。 科技主线更是杀疯了。世界人工智 ...

Group 1 - The computing power concept stocks showed strength in the afternoon, with Industrial Fulian rising over 8% to reach a historical high [1] - Huasheng Tiancheng hit the daily limit, indicating strong investor interest [1] - Other companies such as Fuhuan Co., Hainan Huatie, and others saw increases of over 5% [1] Group 2 - Companies like Yimikang, Zhejiang University Network New, ZTE Corporation, and Zhizhen Technology also experienced gains, reflecting a broader positive trend in the sector [1]

Market Overview - A-shares showed mixed performance on July 23, with the Shanghai Composite Index fluctuating around the 3600-point mark, ultimately closing at 3582.30 points, up 0.01% with a trading volume of 857 billion [1] - The Shenzhen Component Index closed at 11059.04 points, down 0.37%, with a trading volume of 1007.6 billion, while the ChiNext Index ended at 2310.67 points, down 0.01%, with a trading volume of 448.7 billion [1] Sector Performance - Beauty and personal care stocks surged, with companies like Runben Co., Ltd. hitting the daily limit, while military stocks experienced a pullback, with Changcheng Military Industry dropping over 5% [1][2] - The metal new materials sector performed well, supported by the ongoing "anti-involution" trend and recent monetary easing policies [4] Institutional Insights - Jifeng Investment Advisory noted that the beauty care sector is leading the market, driven by "anti-involution" sentiments and positive mid-year earnings forecasts [3] - CITIC Securities highlighted the sustained high growth in the computing power industry, suggesting potential valuation increases for core North American computing chain companies [3] - Huatai Securities emphasized the positive performance of the metal sector, driven by the recovery of polysilicon prices and the stabilization of lithium, cobalt, and rare earth prices [4] Policy Developments - Zheng Zhanjie, Director of the National Development and Reform Commission, emphasized the importance of enhancing cooperation between state-owned and private enterprises to address issues of "involution" and expand supply chain collaboration [5] Industry Updates - The lithium industry maintained stable production in the first half of the year, with carbon lithium output increasing and demand for new energy vehicles continuing to grow [6] - Alibaba is set to launch its first self-developed AI glasses, which will feature various functionalities such as voice assistance and real-time translation, marking a significant step in its AI to consumer strategy [7]

Market Performance - The three major A-share indices experienced a strong upward trend, with the Shanghai Composite Index rising by 0.37%, the Shenzhen Component Index increasing by 1.43%, and the ChiNext Index gaining 1.76% [2][4] - The North China 50 index rose by 0.86% [2][4] - The total trading volume in the Shanghai and Shenzhen markets was approximately 15,393.75 billion yuan, an increase of about 973.32 billion yuan compared to the previous trading day [2][4] - Overall, there were 3,536 stocks that rose and 1,610 stocks that fell across the market [2][4] Sector Performance - The computing power concept stocks saw a collective surge, with nearly 20 stocks including Dongcai Technology, Hongbo Shares, and Guanghe Technology hitting the daily limit [2][4] - The pharmaceutical sector continued its strong performance, with stocks such as Lisheng Pharmaceutical and Asia-Pacific Pharmaceutical also reaching the daily limit [2][4] - The consumer sector showed notable gains, with companies like Guofang Group and Guoguang Chain hitting the daily limit [2][4] - The automotive concept stocks were active, with Shanghai Wumao and Jianghuai Automobile among those reaching the daily limit [2][4] - In contrast, the electricity and banking sectors experienced the largest declines [2][4]