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超2700家个股下跌
Di Yi Cai Jing Zi Xun· 2025-08-08 08:45
Market Overview - The Shanghai Composite Index closed at 3635.13, down by 0.12% [3] - The Shenzhen Component Index closed at 11128.67, down by 0.26% [3] - The ChiNext Index closed at 2333.96, down by 0.38% [3] - Overall, nearly 2800 stocks in the market declined, with total trading volume at 1.71 trillion yuan, a decrease of over 100 billion yuan compared to the previous trading day [3][5] Sector Performance - Sectors that saw gains included local stocks from Xinjiang, rail transit equipment, hydropower, and electricity [5] - Notable stocks in the Xinjiang sector included Xiyu Tourism, Bayi Steel, and Tianshan Shares, all hitting the daily limit [5] - The rail transit equipment sector also experienced a surge, with Jin Ying Heavy Industry and Xianghe Industrial reaching the daily limit [5] Capital Flow - Major capital inflows were observed in sectors such as machinery, electric power equipment, non-ferrous metals, and pharmaceuticals [6] - Specific stocks with significant net inflows included Huayin Electric Power, Shanhe Intelligent, and Yingweike, with inflows of 8.22 billion yuan, 7.79 billion yuan, and 6.27 billion yuan respectively [6] Institutional Insights - Guojin Securities noted that after three consecutive days of gains, the A-share market is experiencing a correction, but remains bullish due to the sustained upward trend in average stock prices and the All A equal-weight index [8] - Huaxi Securities highlighted that the volume-price relationship observed from late July to early August is similar to that of late February to early March, indicating that the sustainability of the main narrative and trading volume will be key to assessing market momentum [9]
收盘丨沪指缩量跌0.12%,新疆本地股10余股涨停
Di Yi Cai Jing· 2025-08-08 07:33
Market Overview - The market experienced a decline with nearly 2800 stocks falling, while the Shanghai Composite Index dropped by 0.12% and the Shenzhen Component Index fell by 0.26% [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 1.71 trillion yuan, a decrease of over 100 billion yuan compared to the previous trading day [3] Sector Performance - Sectors that saw gains included local stocks from Xinjiang, rail transit equipment, hydropower, and electricity, while sectors such as multimodal AI, Huawei Ascend, semiconductors, and internet e-commerce faced declines [5] - Specific stocks in the Xinjiang local sector surged in the afternoon, with companies like Xiyu Tourism and Bayi Steel hitting the daily limit [6] Capital Flow - Main capital inflows were observed in machinery, electrical equipment, non-ferrous metals, and pharmaceutical sectors, while outflows were noted in computer, electronics, media, and banking sectors [7] - Individual stocks such as Huayin Electric Power and Shanhe Intelligent received net inflows of 822 million yuan and 779 million yuan respectively [8] - Conversely, stocks like SMIC and Dongfang Fortune faced net outflows of 1 billion yuan and 855 million yuan respectively [9] Institutional Insights - Guojin Securities noted that after three consecutive days of gains, the A-share market is adjusting but remains bullish, citing the stability of the upward trend in average stock prices and the All A equal-weight index [10] - Huaxi Securities highlighted that the current volume-price relationship is similar to that of late July to early August, suggesting that the sustainability of the main narrative and trading volume will be key to assessing market momentum [10]
新疆板块,掀涨停潮
财联社· 2025-08-08 07:19
Market Overview - The A-share market experienced narrow fluctuations today, with all three major indices slightly declining [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.71 trillion, a decrease of 115.3 billion compared to the previous trading day [1] Sector Performance - The market showed a mixed performance with over 2800 stocks declining, while local stocks from Xinjiang surged in the afternoon, with over 10 stocks including Bayi Steel hitting the daily limit [1] - Super water power concept stocks rebounded, with Shanhe Intelligent hitting the daily limit [1] - High-speed rail concept stocks showed strong fluctuations, with Jinying Heavy Industry hitting a 20% limit up [1] - In contrast, AI application stocks collectively fell sharply, with multiple stocks including Dingjie Zhizhi dropping over 10% [1][2] Index Performance - By the end of the trading session, the Shanghai Composite Index fell by 0.12%, the Shenzhen Component Index decreased by 0.26%, and the ChiNext Index dropped by 0.38% [3] Trading Metrics - The limit-up performance showed a sealing rate of 68.00%, with 38 stocks hitting the limit and 18 stocks touching the limit [5] - The previous day's limit-up stocks had a performance of 1.39%, with a high opening rate of 58% and a profit rate of 47% [5]
超级水电板块,大反弹
财联社· 2025-08-08 04:10
Market Overview - A-shares experienced narrow fluctuations in the morning session, with the three major indices showing slight increases. The total trading volume in the Shanghai and Shenzhen markets was 1.08 trillion, a decrease of 111.9 billion compared to the previous trading day [1] - The market sentiment was mixed, with over 2900 stocks declining, indicating a broader trend of weakness among individual stocks [1] Sector Performance - The super hydropower concept stocks rebounded, with Shanhe Intelligent hitting the daily limit [3] - The commercial aerospace sector saw a brief surge, with Shanghai Huguang also reaching the daily limit [3] - Medical device stocks remained active, with Shangrong Medical hitting the daily limit [3] - In contrast, AI application stocks collectively adjusted, with Jinxiandai dropping over 10% [3] - Sectors that performed well included super hydropower, brain-computer interface, medical devices, and steel, while sectors that saw declines included multimodal AI, Huawei Ascend, semiconductors, and education [3] - By the end of the session, the Shanghai Composite Index rose by 0.07%, the Shenzhen Component Index increased by 0.14%, and the ChiNext Index gained 0.21% [3]
一家GPU初创公司浮出水面,Raja Koduri创立,基于RISC-V
半导体芯闻· 2025-08-07 10:33
Core Viewpoint - Oxmiq Labs, founded by legendary GPU architect Raja Koduri, aims to revolutionize GPU architecture and software by focusing on a software-first approach and developing a new GPU IP that allows for seamless execution of CUDA applications on non-Nvidia hardware without code modification [2][4][12]. Group 1: Company Overview - Oxmiq Labs is a new GPU software and IP startup with a team of over 500 years of combined experience in GPU and AI architecture [2]. - The company aspires to become the next generation of Arm, indicating a focus on flexible and scalable GPU solutions [2]. Group 2: Technology and Innovation - Oxmiq Labs is developing a GPU architecture that integrates RISC-V cores, near-memory computing, and advanced optical transmission technologies, aiming to balance flexibility and performance for multi-modal AI workloads [6][14]. - The OxCore GPU IP integrates scalar, vector, and tensor computing engines in a modular architecture, supporting near-memory and memory computing capabilities [6][8]. Group 3: Software Strategy - The company emphasizes a software-first strategy, with a comprehensive software stack designed to abstract the complexity of heterogeneous hardware and support AI and graphics workloads across various platforms [9][10]. - OXCapsule serves as the core of Oxmiq's software ecosystem, providing a unified runtime and scheduling layer for workload management [10]. Group 4: Product Offerings - Oxmiq offers a chiplet-based system-on-chip (SoC) builder, OxQuilt, allowing customers to create integrated computing clusters tailored to specific workload requirements [8]. - OXPython, a flagship component, enables Python-based CUDA applications to run seamlessly on non-Nvidia hardware, showcasing the company's commitment to breaking hardware silos [12][13]. Group 5: Funding and Market Position - Oxmiq Labs has secured $20 million in seed funding from notable tech investors, including MediaTek, and has achieved initial software revenue [14]. - The company aims to avoid the high capital demands typically associated with chip startups by prioritizing an IP licensing model [14].
海光信息(688041):强化销售效果显著 开拓智算助力高增长
Xin Lang Cai Jing· 2025-08-06 10:29
投资建议:考虑到公司x86 授权具备稀缺性,掌握核心技术并具备自我迭代能力,围绕通用计算市场, 持续加大技术研发投入,产品性能卓越,产品竞争力保持市场领先;且下游市场广泛、空间巨大,市场 需求持续增加,CPU+DCU 双轮驱动国产替代逻辑持续兑现。考虑到二季度销售投入力度加大,预计公 司2025-2027 年归母净利润分别为29.20/42.58/58.41 亿元(调整前2025-2027 年归母净利分别为 30.63/43.93/59.32亿元)。维持"买入"评级。 2)25 年二季度末公司预付账款为20.63 亿元,环比25 年一季度末增长4.42 亿元,系原材料采购及战略 备货预付货款增加所致,一定程度上保障上游供应链供货能力。 下游结构:智算和AI 市场加速扩展,客户导入稳步提速。25Q2 公司毛利率为59.33%,变化原因为产品 结构调整及新产品占比增加。随着多模态AI 应用场景持续拓展,算力需求显著提升,海光DCU 已在智 算中心、人工智能等关键领域实现规模化应用。公司通过深化与核心整机厂商及生态伙伴的战略协同, 聚焦重点行业和场景,持续优化客户导入效率,推动其在智算及AI 市场的渗透率提升与成长 ...
【今晚播出】AI浪潮:重塑商业未来 | 两说
第一财经· 2025-08-06 09:29
08 06 22:30 08\09 22:00 梅涛 姚期智 杰弗里·辛顿 林宝军 ■恒涛 诺贝尔奖和图灵奖得主 多模态AI科学家 北斗三号卫星系统 中国科学院院士 同济大学 总设计师 计算机学院院长 计算机科学专家 智象未来创始人 兼首席执行官 上海码极客董事长 地月空间DRO工程 2000年图灵奖获得者 总设计师 加拿大工程院 欧洲科学院 外籍院士 外籍院士 Business Insights 两说 Business Insights 当人工智能的浪潮开始席卷全球,当人工智能开始理解我们的世界,一场前所未有的经济变 革正在到来。从5年内可能被替代的脑力劳动,到千亿级的卫星导航产业,从世界模型到多模态 AI,在2025世界人工智能大会上,我们邀请到了五位顶级科学家为您解读——AI如何重新定义 商业价值。 更多精彩内容,敬请关注8月6日周三晚22:30 东方卫视 《两说》节目, 第一财经 8月9日周六晚22:00 播出。 东方卫视首播 第一财经播出 ...
一家GPU初创公司浮出水面,Raja Koduri创立,基于RISC-V
半导体行业观察· 2025-08-06 02:00
Core Viewpoint - Oxmiq Labs, founded by legendary GPU architect Raja Koduri, aims to revolutionize GPU architecture and software by adopting a software-first approach and developing innovative GPU IP that integrates cutting-edge technologies like RISC-V and near-memory computing [2][5][17]. Group 1: Company Overview - Oxmiq Labs is a new GPU software and IP startup, formed by a team with over 500 years of combined experience in GPU and AI architecture [2]. - The company aspires to be the next generation of Arm, focusing on creating a flexible and powerful GPU architecture for multi-modal AI applications [2][5]. Group 2: Technology and Innovation - Oxmiq Labs is developing a tool that allows software written for Nvidia's CUDA to run on non-Nvidia hardware without modification or recompilation [4]. - The company emphasizes a software-first strategy, providing a comprehensive software stack that abstracts the complexity of heterogeneous hardware [10][11]. - Oxmiq's GPU architecture is designed to support various computing needs, integrating scalar, vector, and tensor computing engines into a modular architecture [5][7]. Group 3: Product Offerings - Oxmiq offers a GPU IP core called OxCore, based on the RISC-V instruction set architecture, which supports near-memory and memory computing capabilities [5][7]. - The company provides a chiplet-based system-on-chip (SoC) builder called OxQuilt, allowing customers to create integrated computing clusters tailored to specific workload requirements [7][8]. - Oxmiq's software package includes OXPython, enabling Python-based CUDA applications to run seamlessly on non-Nvidia hardware [13][14]. Group 4: Market Position and Funding - Oxmiq Labs has secured $20 million in seed funding from notable tech investors, including MediaTek, and has achieved initial software revenue [17]. - The company aims to avoid the high capital demands typically associated with chip startups by prioritizing an IP licensing model [17].
海光信息上半年营收净利双增超40% 研发投入占比超三成
Ju Chao Zi Xun· 2025-08-05 13:23
值得关注的是,公司持续保持高强度研发投入。上半年研发投入达17.11亿元,同比增长24.68%,占营 业收入比重达31.31%。公司研发团队规模达2369人,占员工总数的84.52%,其中77.88%的研发人员拥 有硕士及以上学历。持续的研发投入保障了产品性能的迭代提升,目前海光处理器产品在计算性能、安 全性、可靠性等方面均保持行业领先优势。 海光信息表示,随着多模态AI应用场景的拓展,国产算力基础设施正成为产业智能化升级的核心引 擎。公司以通用计算市场为基础,依托强大的处理器设计能力和产品迭代能力,积极构建产业生态。目 前已与云计算、大数据及行业软件等领域企业达成深度合作,共同打造开放、安全、绿色的产品解决方 案。 8月5日,海光信息发布2025年半年度报告称,公司上半年实现营业收入54.64亿元,同比增长45.21%; 归母净利润12.01亿元,同比增长40.78%;扣非净利润10.9亿元,同比增长33.31%。基本每股收益0.52 元,同比增长40.54%。 业绩增长主要得益于国产高端芯片市场需求持续攀升。报告期内,公司通过深化与整机厂商、生态伙伴 的合作,加速产品在重点行业的导入,推动高端处理器产品市 ...
扎克伯格15亿美元挖不动的男人
投中网· 2025-08-05 06:37
以下文章来源于智东西 ,作者王 涵 智东西 . 智能产业新媒体!智东西专注报道人工智能主导的前沿技术发展,和技术应用带来的千行百业产业升 级。聚焦智能变革,服务产业升级。 将投中网设为"星标⭐",第一时间收获最新推送 安德鲁·塔洛克,现任Thinking Machines Lab联合创始人兼首席研究员。 OpenAI前CTO带队"团拒"。 作者丨 王涵 编辑丨 漠影 来源丨 智东西 智东西8月4日消息,据外媒《华尔街日报》近日报道,知情人士透露,与OpenAI前首席技术官米拉 ·穆拉蒂(Mira Murati)联合创办Thinking Machines Lab的安德鲁·塔洛克(Andrew Tulloch),拒绝了扎克伯格的可能高达 15亿美元(约合人民币108.2亿元) 的薪酬。 据报道,试图收购Thinking Machines Lab失败后,扎克伯格在随后数周内接触了该公司 约十几名 员工,最终成功 带走0个人 。 《华尔街日报》报道称,Meta发言人安迪·斯通(Andy Stone)回应称该薪酬描述"失实且荒谬", 强调任何薪酬方案都需以股价上涨为前提,并声明Meta无意收购Thinking Mach ...