Group 1 - The financial and tax digitalization concept index rose by 1.11%, ranking 8th among concept sectors, with 36 stocks increasing in value [1] - Notable gainers in the financial and tax digitalization sector included Digital Certification, which hit a 20% limit up, and Huibo Yuntong, Yonyou Network, and Yongxin Zhicheng, which rose by 13.31%, 8.05%, and 7.88% respectively [1] - The sector saw a net inflow of 1.579 billion yuan from main funds, with 37 stocks receiving net inflows, and 5 stocks exceeding 100 million yuan in net inflow [2] Group 2 - Yonyou Network led the net inflow with 867.33 million yuan, followed by Digital Certification, Dou Shen Education, and Hand Information with net inflows of 216.85 million yuan, 180 million yuan, and 143 million yuan respectively [2][3] - The net inflow ratios for Yonyou Network, Digital Certification, and Yuanguang Software were 30.76%, 17.21%, and 15.94% respectively, indicating strong investor interest [3] - The financial and tax digitalization sector's performance was contrasted by declines in other sectors, such as special steel and low-radiation glass, which fell by 3.20% and 3.07% respectively [2]

（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 - The market experienced a day of volatility with all three major indices falling over 1% [1][2] - Overall, the market showed a trend of fluctuating upward this month, with all three indices closing higher on a monthly basis; the ChiNext Index rose over 8% this month, while the Shanghai Composite Index fluctuated around 3600 points [1] Trading Volume and Market Sentiment - The total trading volume in the Shanghai and Shenzhen markets reached 1.94 trillion yuan, an increase of 91.7 billion yuan compared to the previous trading day [1] - Market sentiment was mixed, with more than 4200 stocks declining, indicating a lack of strong bullish momentum [1] Sector Performance - The innovative drug concept sector showed strength, with stocks like Nanxin Pharmaceutical hitting the daily limit [1] - AI application stocks remained active against the trend, with companies like Yidian Tianxia also hitting the daily limit [1] - AI hardware stocks exhibited mixed performance; the liquid cooling server concept was strong, with stocks like Yingweike hitting the daily limit [1] - Conversely, cyclical sectors such as steel and non-ferrous metals collectively weakened, with Anyang Steel dropping over 7% [1] - The financial sector was sluggish, with Zhongyin Securities falling over 5% [1] - Sectors with notable gains included assisted reproduction, liquid cooling IDC, Xinchuang, and Huawei Ascend, while sectors with significant declines included steel, coal, non-ferrous metals, and film [1]

另外，钢铁、煤炭、油气、有色金属等周期性板块全线下跌，安阳钢铁(600569)、包钢股份(600010)、 安泰集团跌超5%。(格隆汇) (责任编辑：宋政 HN002) 格隆汇7月31日｜A股三大指数涨跌不一，截至午盘收盘，沪指跌0.68%报3591.26点，深成指跌0.45%， 创业板指涨0.43%，北证50指数涨0.12%。沪深京三市成交额11578亿元，较上日放量556亿元，两市超 3400只个股下跌。 盘面上，辅助生殖概念涨幅居前，共同药业、利德曼(300289)20cm涨停，我国31省将辅助生殖技术纳入 医保；液冷服务器概念全线走强，思泉新材20CM涨停，英维克(002837)、淳中科技等涨停封板；CPO 概念股大涨，汇绿生态、剑桥科技(603083)涨停，中际旭创(300308)、新易盛(300502)均创历史新高；创 新药板块再度活跃，奥翔药业(603229)、康缘药业(600557)等涨停；AI智能体概念集体走强，易点天 下、用友网络(600588)、南兴股份(002757)涨停，百度搜索首页测试开放智能体应用入口。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判 ...

盘面上看，煤炭、钢铁、石油、地产、有色、电力等板块走低，医药板块逆市拉升，辅助生殖概念爆 发，智谱AI、液冷服务器、CPO概念等活跃。 31日早盘，沪指盘中弱势下探，失守3600点；创业板指探底回升翻红；场内超3400股飘绿。 截至午间收盘，沪指跌0.68%报3591.26点，深证成指跌0.45%，创业板指涨0.43%，上证50指数跌超 1%；沪深北三市合计成交11579亿元。 （原标题：午评：沪指跌0.68%，煤炭、钢铁等板块走低，辅助生殖概念逆市爆发） 东莞证券表示，7月政治局会议指出，增强国内资本市场的吸引力和包容性，巩固资本市场回稳向好势 头，政策面预期对市场仍有支撑。目前大盘来到3600点上方，技术面走势仍处于强势格局，不过高位也 出现一定分化，特别是创业板的回调也显示出市场抛压有所加大，需要注意高位的震荡反复。近期应重 点关注美联储议息会议以及美国关税政策变动情况。 ...

Group 1 - The three major indices opened mixed on July 31, with the Shanghai Composite Index down 0.3%, the Shenzhen Component Index up 0.05%, and the ChiNext Index up 0.65% [1] - CPO optical modules, ChatGPT, and liquid cooling servers led the market, with the Cloud Computing 50 ETF (516630) rising over 2% [1] - Nvidia's stock reached a new all-time high, with a market capitalization exceeding $4.37 trillion and a trading volume of $29.911 billion [1] Group 2 - Nvidia's recent stock surge is expected to benefit the domestic computing power industry chain due to overseas mapping logic [2] - The Cloud Computing 50 ETF (516630) tracks an index with a high AI computing power content, covering popular concepts such as optical modules, computing power leasing, data centers, AI servers, and liquid cooling [2] - The Cloud Computing 50 ETF (516630) has the lowest total fee rate for tracking this index [2]

Group 1 - The core viewpoint of the article highlights the significant rise in AI industry stocks, particularly in companies like DingTong Technology and Shengyi Electronics, which have reached new historical highs [1] - Domestic large models represented by the DeepSeek series are now comparable in performance to leading overseas models, with lower costs, indicating a shift from "usable" to "well usable" [1] - The application of domestic large models in sectors such as finance and office work is noteworthy, with AI Agents already being implemented in enterprise management scenarios, suggesting substantial future growth potential [1] Group 2 - Domestic AI chip manufacturers like Haiguang Information, Huawei, and Cambricon have made positive breakthroughs in AI chip products, while companies such as Suiyuan, Muxi, Tianshu, and Biran are also rapidly developing [1] - The domestic AI industry chain is gradually improving from computing power, algorithms to application scenarios, as noted by Ping An Securities [1] - The intelligent driving market in China, valued in trillions, is accelerating its penetration, with a significant trend towards the popularization of smart driving [1]

格隆汇7月30日丨硕贝德(300322.SZ)在互动平台表示，公司的散热产品及模组可以应用于液冷服务器等 领域。 ...

Market Overview - The Shanghai Composite Index maintained above 3500 points, while the ChiNext Index rose over 1% [1][3] - The market showed mixed performance with the Shanghai Composite Index closing at 3505.00, down 0.42%, and the Shenzhen Component Index closing at 10744.56, up 0.56% [1][3] Sector Performance - The top-performing sectors included Communication (up 4.61%), Computer (up 1.42%), Electronics (up 0.79%), Home Appliances (up 0.59%), and Automotive (up 0.58%) [2] - The underperforming sectors were Coal (down 1.92%), Agriculture, Forestry, Animal Husbandry and Fishery (down 1.62%), Utilities (down 1.60%), Textiles and Apparel (down 1.55%), and Beauty and Personal Care (down 1.53%) [2] Concept Index Performance - The leading concept indices included ERP Concept (up 3.35%), Co-packaged Optics (CPO) (up 2.39%), F5G Concept (up 2.25%), Nvidia Concept (up 2.02%), and Liquid Cooling Servers (up 1.90%) [2] - The lagging concept indices were Low-E Glass (down 3.55%), Silicon Energy (down 2.85%), POE Film (down 2.39%), Rural E-commerce (down 2.37%), and Coal Concept (down 2.36%) [2] Economic Indicators - The GDP for the first half of the year was approximately 660536 billion yuan, with a year-on-year growth of 5.3% [4] - In June, the total retail sales of consumer goods reached 42287 billion yuan, growing by 4.8% year-on-year [4] - Fixed asset investment (excluding rural households) for the first half of the year was 248654 billion yuan, with a year-on-year increase of 2.8% [4] Future Outlook - The market is expected to enter a period of consolidation after recent rebounds, with a recommendation for balanced portfolio allocation and focus on high-performing stocks during the upcoming semi-annual report window [5]

截至7月15日收盘，液冷服务器概念上涨1.90%，位居概念板块涨幅第7，板块内，63股上涨，博汇股份 20%涨停，利欧股份涨停，方盛股份、润泽科技、欧陆通等涨幅居前，分别上涨10.31%、9.49%、 9.26%。跌幅居前的有龙蟠科技、双良节能、江苏雷利等，分别下跌6.08%、5.02%、2.27%。 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（%） | | --- | --- | --- | --- | | 中国AI 50 | 3.91 | 低辐射玻璃(Low-E) | -3.55 | | ERP概念 | 3.35 | 硅能源 | -2.85 | | 共封装光学(CPO) | 2.39 | POE胶膜 | -2.39 | | F5G概念 | 2.25 | 农村电商 | -2.37 | | 英伟达概念 | 2.02 | 煤炭概念 | -2.36 | | 华为盘古 | 1.92 | 赛马概念 | -2.24 | | 液冷服务器 | 1.90 | 超超临界发电 | -2.22 | | 同花顺果指数 | 1.85 | 光热发电 | -2.21 | | AI PC | 1.72 ...