（记者 曾健辉） 每经AI快讯，楚江新材8月10日晚间发布公告称，截至本公告日，楚江集团累计质押股数为9500万股， 占其所持股份比例为23.98%。 每经头条（nbdtoutiao）——特朗普与普京将于15日会晤，为何在阿拉斯加？GPT-5写作"AI味"浓，代码 被指"美而无用"；以色列计划接管加沙城|一周国际财经 ...

版权声明 记者从甘肃省应急厅获悉，截至9日12时，甘肃榆中县等地山洪灾害已造成13人死亡，30人失联。 8月7日至8日，甘肃兰州市榆中县等地遭遇连续强降雨引发山洪灾害。 来源：新华社 责编：万健祎 校对： 冉燕青 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 少林寺30名僧人集体辞职？最新回应→ 丨 利好！重要数据公布，积极信号显现！ 丨 纳指，又新 高！苹果，暴增超28000亿元！ 丨 俄罗斯、美国，重磅！首脑会晤时间、地点公布 丨 000851，触 及强制退市！拟被罚1.6亿元 丨 丨 如何增强国内资本市场的吸引力和包容性？看权威人士解题 丨 补 贴50%！上海宣布生育支持新政！ 丨 脑机接口利好来袭！概念股20%涨停！ 丨 刘晓庆被举报偷税 漏税，官方公布调查结果！本人发声！ 丨 昨夜，中概股大涨！ 丨 GPT-5，重磅来袭！ 丨 深夜，大 涨！美国退休金突发！ 证 券 时 报 新 媒 体 矩 阵 海 15 王崇 数据5 ULL l 35 数据宝 人民财讯 券商中国 e公司 全景财经 北证 新財富 CHDC Rustway 杂 ...

注意安全。 据央视新闻，黑龙江省气象台8月9日16时20分发布暴雨红色预警信号：过去40分钟牡丹江宁安市三陵乡出现70毫米以上降 水，降水仍将持续，预计未来2小时该地及周边乡镇还将有10~30毫米降水，请注意防范。 从全国范围来看，中央气象台8月9日18时继续发布暴雨黄色预警：预计8月9日20时至10日20时，江苏中部、安徽中部、河 南东南部、湖北北部和西部、四川盆地中西部和南部等地的部分地区有暴雨到大暴雨（100～220毫米）；重庆、陕西南 部、甘肃东南部、贵州北部、云南东北部、黑龙江北部等地的部分地区有大到暴雨。上述部分地区伴有短时强降水（最大小 时降雨量40～60毫米，局地可超过80毫米），局地有雷暴大风等强对流天气。 水利部和中国气象局8月9日18时联合发布橙色山洪灾害气象预警：预计8月9日20时至10日20时，黑龙江东部和北部、安徽 西部、河南南部、湖北中部和东部、四川中北部和东南部、贵州西部、云南东北部、陕西南部、甘肃南部等地部分地区发生 山洪灾害可能性较大（黄色预警），其中，河南南部、湖北中部、四川中部局地发生山洪灾害可能性大（橙色预警）。其他 地区也可能因局地短历时强降水引发山洪灾害，请各地注 ...

Core Viewpoint - The Shaolin Temple management has issued statements to clarify recent rumors regarding the resignation of monks and ongoing investigations into the temple's abbot, Shi Yongxin [2][4]. Group 1: Rumors and Clarifications - The Shaolin Temple management refuted claims that 30 monks have collectively resigned, labeling these rumors as false and urging the public not to spread misinformation [2]. - The management emphasized the importance of verifying information before sharing, highlighting the potential harm of unfounded rumors [2]. Group 2: Ongoing Investigations - On July 27, the Shaolin Temple management announced that Abbot Shi Yongxin is under investigation for alleged criminal activities, including misappropriation of project funds and maintaining improper relationships with multiple women, resulting in the birth of illegitimate children [4]. - Following the allegations, the temple appointed Master Yinle as the new abbot after a democratic evaluation process by the temple's community [4].

Core Viewpoint - The Chinese Embassy in the Philippines has expressed serious concern regarding the illegal detention of nine Chinese citizens by the Philippine National Bureau of Investigation, emphasizing the need for fair legal processes and the protection of the rights of Chinese nationals in the Philippines [2]. Group 1 - The Philippine National Bureau of Investigation's Special Task Force was disbanded due to illegal actions taken during the detention of the nine Chinese citizens on July 14 [2]. - The Chinese Embassy took immediate action by sending personnel to visit the detained individuals and ensure their safety and legal rights were upheld [2]. - The nine detained Chinese citizens have since been released, and the Embassy is urging the Philippine authorities to conclude the legal proceedings and return any confiscated documents and property [2]. Group 2 - The Embassy has called for a thorough investigation into the incident, demanding transparency in the accountability process and measures to prevent similar occurrences in the future [2].

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]

通信｜从龙头看行业，追光不停歇！20250622 摘要 光模块市场需求持续上修，特别是 2026 年 800G 光模块需求，受益于 海外云计算从 400G 向 800G 迁移及 ESTIC 应用提升，对网络架构提出 新挑战，推动光模块增长。旭创、新易盛等公司发货收入、毛利率及利 润改善明显。 AI 应用与通信行业形成闭环共振，大型企业对 AI 基础设施建设的投入， 如博通 ASIC 客户情况显示美国 CSP 开始大规模投放定制化设计，成为 长期发展的关键驱动力，类似于早期的云基础设施建设。 2025 年 GPT-5 等新技术有望推动软硬件共振，延长投资周期。A 股市 场逐步美股化，二线企业如申宏、中际旭创等利润释放，供应链扩圈提 升板块活跃度。 海外算力机构交易虽受关税影响有所淡化，但空间仍存。谷歌、AWS 等 企业需求增加，迈拓等公司下半年将有更大规模释放，关注 Meta 和微 软可能出现的新供应商。 老旧和新兴 CSP 共同投入，下半年至明年需求将上升。光源环节物料紧 张，中国企业竞争力提升，有望占据更大份额，利好元杰科技等公司。 Q&A 当前通信行业的投资机会和市场表现如何？ 当前通信行业的投资机会主要 ...