Group 1 - The Xiaohongshu concept stock increased by 1.61%, ranking fourth among concept sectors, with 34 stocks rising, including Yidian Tianxia which hit the daily limit with a 20% increase [1][2] - The leading gainers in the Xiaohongshu concept include Huibo Yuntong, Meideng Technology, and Shitou Co., which rose by 13.31%, 9.11%, and 5.21% respectively [1][2] - The sector saw a net inflow of 2.669 billion yuan, with 34 stocks receiving net inflows, and six stocks exceeding 100 million yuan in net inflow, led by Yidian Tianxia with 899.8 million yuan [2][3] Group 2 - The top three stocks by net inflow ratio in the Xiaohongshu concept are Yidian Tianxia at 24.30%, Huayang Lianzhong at 15.96%, and Liou Co. at 14.24% [3][4] - The overall market performance showed a mixed trend, with some sectors like liquid-cooled servers gaining 1.86%, while others like special steel concept dropped by 3.20% [2][5] - Notable decliners in the Xiaohongshu concept include Shangpin Home, Wanda Film, and Jinhe Business Management, which fell by 3.10%, 2.42%, and 2.30% respectively [1][5]

截至7月31日收盘，中国AI 50概念上涨0.99%，位居概念板块涨幅第9，板块内，30股上涨，英维克涨 停，用友网络、深信服、优刻得等涨幅居前，分别上涨8.05%、6.75%、6.29%。跌幅居前的有北方华 创、华勤技术、德赛西威等，分别下跌4.01%、2.71%、2.69%。 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（%） | | --- | --- | --- | --- | | 液冷服务器 | 1.86 | 特钢概念 | -3.20 | | 智谱AI | 1.73 | 低辐射玻璃(Low-E) | -3.07 | | 辅助生殖 | 1.72 | 金属铅 | -2.90 | | 小红书概念 | 1.61 | 金属锌 | -2.82 | | Sora概念(文生视频) | 1.43 | 租售同权 | -2.71 | | 快手概念 | 1.35 | 可燃冰 | -2.59 | | 华为盘古 | 1.24 | 玉米 | -2.51 | | 财税数字化 | 1.11 | 中船系 | -2.50 | | 中国AI 50 | 0.99 | 磷化工 | -2.50 | | ML ...

截至7月31日收盘，智谱AI概念上涨1.73%，位居概念板块涨幅第2，板块内，40股上涨，易点天下20% 涨停，亚信安全、永信至诚、神州数码等涨幅居前，分别上涨7.88%、7.88%、7.25%。跌幅居前的有德 生科技、正和生态、中科金财等，分别下跌4.00%、2.79%、2.57%。 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（%） | | --- | --- | --- | --- | | 液冷服务器 | 1.86 | 特钢概念 | -3.20 | | 智谱AI | 1.73 | 低辐射玻璃(Low-E) | -3.07 | | 辅助生殖 | 1.72 | 金属铅 | -2.90 | | 小红书概念 | 1.61 | 金属锌 | -2.82 | | Sora概念(文生视频) | 1.43 | 租售同权 | -2.71 | | 快手概念 | 1.35 | 可燃冰 | -2.59 | | 华为盘古 | 1.24 | 玉米 | -2.51 | | 财税数字化 | 1.11 | 中船系 | -2.50 | | 中国AI 50 | 0.99 | 磷化工 | -2.50 | | ...

截至7月31日收盘，液冷服务器概念上涨1.86%，位居概念板块涨幅第1，板块内，56股上涨，思泉新材 20%涨停，大元泵业、英维克、冰轮环境等涨停，方盛股份、科创新源、鼎通科技等涨幅居前，分别上 涨15.13%、12.82%、10.24%。跌幅居前的有双良节能、澄天伟业、立讯精密等，分别下跌4.13%、 3.27%、2.94%。 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（%） | | --- | --- | --- | --- | | 液冷服务器 | 1.86 | 特钢概念 | -3.20 | | 智谱AI | 1.73 | 低辐射玻璃(Low-E) | -3.07 | | 辅助生殖 | 1.72 | 金属铅 | -2.90 | | 小红书概念 | 1.61 | 金属锌 | -2.82 | | Sora概念(文生视频) | 1.43 | 租售同权 | -2.71 | | 快手概念 | 1.35 | 可燃冰 | -2.59 | | 华为盘古 | 1.24 | 玉米 | -2.51 | | 财税数字化 | 1.11 | 中船系 | -2.50 | | 中国AI 50 | ...

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]

Market Overview - The three major A-share indices collectively declined, with the Shanghai Composite Index falling by 1.18% to 3573 points, the Shenzhen Component Index down by 1.73%, and the ChiNext Index decreasing by 1.66% [1][2] - The total trading volume for the day reached 1.96 trillion yuan, an increase of 90.9 billion yuan compared to the previous trading day, with nearly 4300 stocks declining across the market [1] Index Performance - Shanghai Composite Index: 3573.21, down 42.51 points (-1.18%) [2] - Shenzhen Component Index: 11009.77, down 193.26 points (-1.73%) [2] - ChiNext Index: 2328.31, down 39.37 points (-1.66%) [2] - Other indices such as the CSI 300 and CSI 500 also experienced declines of 1.82% and 1.40% respectively [2] Sector Performance - The steel sector saw significant declines, with Baogang Co. (600010) dropping nearly 8% [3] - Coal stocks also fell, with Antai Group declining nearly 7% [3] - The aquaculture sector weakened, led by Zhongshui Fishery (000798) [3] - Lithium mining concepts experienced fluctuations, with companies like Shengxin Lithium Energy and CATL (300750) dropping nearly 5% [3] - Other sectors such as titanium dioxide, photovoltaic equipment, shipbuilding, and small metals also reported notable declines [3] Notable Gainers - The liquid cooling concept saw gains, with companies like Cambridge Technology, Chunz中科技 (603516), and Ice Wheel Environment (000811) hitting the daily limit [3] - The assisted reproductive technology sector surged after being included in medical insurance, with companies like Anke Biotechnology (300009) and Hanshang Group (600774) also reaching the daily limit [3] - The composite fluid sector was active, with Nord Shares (600110) hitting the daily limit [3] - Other sectors such as gene sequencing, AI, and state-owned cloud concepts showed positive performance [3]

盘面上，市场热点较为凌乱，个股跌多涨少，全市场超4200只个股下跌。钢铁、能源金属、煤炭开采加 工、光伏设备、影视院线板块走低，液冷服务器板块涨幅居前，智谱AI、辅助生殖、小红书概念表现 强势。 凤凰网财经讯 7月31日，三大股指今日集体收跌，上证指数报收3573.21点，跌1.18%，深成指报收 11009.77点，跌1.73%，创业板指报收2328.31点，跌1.66%。日沪深两市全天成交额1.94万亿，较上个交 易日放量917亿。 | | | | | 户深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 涨幅% | | 涨跌 | | 总手 | 现手 金额 | | 上证指数 | 3573.21 | -1.18 | -42.51 | 426/1865 | -0.01 | 6.55 7. | 189万 8458.93亿 | | 深证成指 | 11009.77 | | -1.73 - -193.26 | 593/2268 | -0.02 | 7.4147 | 168万 1.09万亿 | | 北证50 | ...

盘面上，智谱AI板块震荡走强，易点天下20CM涨停。液冷服务器板块全线走强，思泉新材20CM涨停，英维克、淳中科技 等涨停封板。辅助生殖板块持续走强，共同药业、安科生物20CM涨停，汉商集团涨停封板。钢铁板块调整，包钢股份跌超 8%。煤炭板块全线走低，板块内全线飘绿，安泰集团跌超7%。 板块题材上，智谱AI、液冷服务器、辅助生殖板块走高，钢铁、煤炭、保险板块调整。 A股三大指数集体收跌，截至收盘，沪指跌1.18%，深成指跌1.73%，创业板指跌1.66%，北证50指数跌1.16%，沪深京三市 成交额19618亿元，较上日放量909亿元。两市超4200只个股下跌。 ...

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 AI sector showed resilience in the market, with companies like Jin Modern (300830) and Zhi De Mai (300785) rising over 10% [1] - Other companies such as Youke De, San Liu Ling (601360), BlueFocus (300058), Berry Genomics (000710), and New Zhisoft also experienced upward movement [1]