截至7月31日，易点天下股东户数5.07万，较上期减少7.43%；人均流通股6066股，较上期增加8.02%。2025年1月-6月，易点天下实现营业收入17.37亿元，同比增长59.95%；归母净利润 分红方面，易点天下A股上市后累计派现1.47亿元。 机构持仓方面，截止2025年6月30日，易点天下十大流通股东中，易方达供给改革混合（002910）位居第四大流通股东，持股466.50万股，为新进股东。香港中央结算有限公司位居第五大流 责任编辑：小浪快报 8月22日，易点天下盘中上涨2.00%，截至09:44，报33.08元/股，成交1.59亿元，换手率1.30%，总市值156.10亿元。 资金流向方面，主力资金净流出206.02万元，特大单买入431.14万元，占比2.70%，卖出424.50万元，占比2.66%；大单买入2115.41万元，占比13.27%，卖出2328.07万元，占比14.6 易点天下今年以来股价涨17.35%，近5个交易日涨6.30%，近20日涨15.26%，近60日涨29.37%。 今年以来易点天下已经2次登上龙虎榜，最近一次登上龙虎榜为8月1日，当日龙虎榜净买入-3.83亿元；买入 ...

Summary of Key Points from Conference Call Records Industry Overview - The market is experiencing a transition between old and new cycles, with a notable shift in investment focus towards new themes while being cautious of potential style changes [1][1] - Technology stocks are showing strong performance, driving market volume, although there is a lack of new developments in the sector [1][1] Company Insights Hongbo Co., Ltd. - Identified as a clear leader in the new cycle, with expectations for accelerated performance in the near term [3][1] - The company is anticipated to benefit from a potential return of investor interest, even amidst market fluctuations [3][1] Xing Shuai - The impact of tariffs on sentiment is diminishing, with the core appliance business remaining stable [4][1] - The company has a net profit margin exceeding 25% in its refrigerator compressor segment, holding over 50% of the global market share [4][1] - Anticipated improvement in profitability by 2026, supported by a strong order backlog [4][1] Dongfang Materials - Recognized as a leader in the MCP (Metallic Conductive Polymer) concept, which has shown past performance in AI-related sectors [4][1] - The stock is considered undervalued due to its previous cycle status, with potential for recovery as AI trends rebound [4][1] Market Dynamics - The transition in market sentiment is leading to a weakening of consecutive board opportunities, while trend stocks are expected to strengthen [1][1] - The focus on lightweight and dexterous robotics is highlighted, with specific materials and technologies such as PEEK, ball screws, and brushless DC motors being emphasized [1][1] Performance Metrics - Notable stock performance includes: - Dongfang Materials: +4.76% - Hongbo Co., Ltd.: +9.97% - Xing Shuai: +6.37% [5][1] Additional Considerations - The potential for style shifts in investment strategies is a critical factor to monitor moving forward [1][1] - The lack of clear sub-sectors within AI may lead to volatility in related stocks until a definitive direction is established [1][1]

今天上午，A股多点开花，盘面上，变与不变并存。 不变的一面体现在：在现货黄金持续创新高带动下，贵金属板块继续走强；市场继续抱团人气股，国芳 集团、中毅达涨停，国光连锁、安记食品大涨。 变的一面是：科技股的人气逐渐回暖。今天上午，在A股成交额榜前列，科技股数量明显增多，其中， 拓维信息、寒武纪上午成交额分别居A股第一、第二位。 值得一提的是， AI又跑出新的"风口"——MCP概念 ，东方材料、恒锋信息、合合信息、汉得信息等概 念股上午大涨。MCP（Model Context Protocol）协议，即模型上下文协议。该协议是一种开放协议，支 持大模型应用程序与外部数据源和工具之间的无缝集成。 从3月中旬以来，由于受到交易拥挤、短期涨幅过大、面临4月业绩期等多重因素影响，以AI为代表的 科技股持续调整。眼下，上述因素的制约作用正在减弱，科技龙头股的一季报业绩无疑起到提振作用。 这也正如市场此前所预期，经历一季报验证，高景气的科技细分赛道后市仍会重拾升势。 机构表示，目前AI应用已处于突破阶段，在多模态、Agent（智能体）等驱动下需求上扬、产业景气度 维持高涨。中期来看，只要AI叙事逻辑未发生根本性动摇，产业发展 ...