证券之星消息，8月4日IT服务板块较上一交易日上涨1.12%，卓易信息领涨。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。IT服务板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688258 | 卓易信息 | 75.43 | 12.08% | 11.83万 | | 8.32亿 | | 300609 | 汇纳科技 | 46.63 | 10.89% | 15.37万 | | 6.90亿 | | 603859 | 能科技 | 42.61 | 9.99% | 20.13万 | | 8.23亿 | | 300167 | ST迪威讯 | 6.21 | 8.57% | 24.50万 | | 1.46亿 | | 688251 | 井松智能 | 22.27 | 7.85% | 4.46万 | | 9647.06万 | | 688227 | 品高股份 | 33.17 | 6.97% | 7.82万 | | 2.57亿 | | ...

证券之星消息，8月1日IT服务板块较上一交易日上涨0.48%，立方控股领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。IT服务板块个股涨跌见下表： 从资金流向上来看，当日IT服务板块主力资金净流出19.24亿元，游资资金净流入2.93亿元，散户资金净 流入16.3亿元。IT服务板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688051 | 佳华科技 | 32.37 | -5.02% | 3.59万 | 1.19亿 | | 688229 | 博客数据 | 66'E9 | -4.85% | 2.68万 | 1.74亿 | | 430564 | 天润科技 | 26.52 | -4.19% | 6.48万 | 1.75亿 | | 002908 | 德生科技 | 10.32 | -4.00% | 0 28.29万 | 2.94亿 | | 300399 | 天利科技 | 31.01 | -3.90% | 15.88万 | 5.03亿 | | 837748 | 路桥信息 | 58.55 | -3.80% | 1.58万 | 9476.84万 | | 600446 | 金证股份 | 19.02 | -2.71% | 49.83万 | 9.60亿 | | 002657 | 中科舍财 | 29.60 | -2.57% | 40.04万 | 12.08亿 | | 839790 | 联迪信 ...

21世纪经济报道 记者 崔文静 实习生 张长荣 金融科技浪潮席卷全球的2025年，一场静默的革命正悄然重塑国际支付秩序。 8月1日，《稳定币条例》正式生效，首批牌照发放进入倒计时。这一变革不仅关乎香港能否巩固其全球 虚拟资产中心的地位，更牵动着人民币国际化与"去美元化"的战略棋局。 中信建投证券计算机行业首席分析师应瑛在接受21世纪经济报道专访时表示，香港稳定币与数字人民币 并非竞争关系，而是通过 "货币桥 + 链上支付" 协同构建 "去美元化" 支付网络；RWA 代币化不止是资 产融资，更将重塑全球资产定价规则；随着香港稳定币牌照发放，券商 IT 改造、虚拟资产交易等领域 将迎来确定性机会。 从金融新秩序重构到机构业务转型，再到普通投资者的配置策略，这场由稳定币掀起的变革，正悄然改 写全球金融的游戏规则。 21世纪：内地推数字人民币、香港放稳定币试点，数字人民币会借香港加速出海吗？ 应瑛：两者是互补的。香港稳定币和数字人民币货币桥，都能绕开传统的 "银行 + SWIFT"跨境支付体 系。数字人民币主要靠货币桥推进国际化，而稳定币更偏向链上场景，两者一起发力，效果会更强。 恒生电子、顶天软件等IT服务商有望迎 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 835305 | *ST云创 | 18.08 | 28.14% | 18.22万 | | 3.00亿 | | 688039 | 当虹科技 | 44.00 | 15.79% | 14.83万 | | 6.26亿 | | 688258 | 草湯信息 | 62.09 | 9.03% | - 10.31万 | | 6.23亿 | | 300290 | 荣科科技 | 18.75 | 4.57% | - 53.49万 | | 10.04亿 | | 688229 | 博客数据 | 67.25 | 3.91% | 3.12万 | | 2.09亿 | | 002380 | 科远智慧 | 25.40 | 3.55% | 18.02万 | | 4.57亿 | | 300264 | 佳创视讯 | 6.42 | 3.05% | 47.37万 | | 3.05亿 | | 688327 | 云从科技 | 15.98 | 2.77% | 82.68万 | | 13 ...

Core Insights - The integration of AI is significantly transforming the labor market, particularly in hiring and layoffs, with the tech industry facing substantial job reductions as companies rush to automate processes [1][2][4] - Despite the layoffs in tech, demand for AI skills is surging in non-tech sectors, with salaries for jobs requiring AI skills increasing by 28%, translating to an average annual increase of nearly $18,000 [1][5] - The proportion of AI-related jobs in IT and computer science is declining, from 61% in 2019 to 49% in 2024, indicating a shift towards broader applications of AI across various industries [1][5] Group 1: AI Demand Beyond Tech - AI demand is expanding beyond the tech industry, with over half of the jobs requiring AI skills expected to come from non-tech sectors by 2024 [2][4] - Industries such as marketing, human resources, finance, education, manufacturing, and customer service are rapidly adopting AI tools [2][4] Group 2: Salary Trends and Job Opportunities - Job postings mentioning generative AI skills have surged by 800% since 2022, driven by the popularity of tools like ChatGPT and Microsoft Copilot [4][5] - Workers with multiple AI skills can command a salary premium of 43%, highlighting the financial benefits of acquiring AI competencies [5][6] Group 3: Skills and Competencies - Employers are increasingly valuing a combination of technical and soft skills, such as communication, leadership, and problem-solving, alongside AI technical skills [9][10] - The ability to integrate AI proficiency with human judgment and creativity is becoming a competitive advantage for both individuals and organizations [9][10] Group 4: Winners and Losers in the Job Market - Tech workers in roles susceptible to automation face job displacement unless they adapt to new fields that combine business, technology, and interpersonal skills [9][10] - Conversely, millions of non-tech workers stand to benefit from basic AI literacy, leading to new job opportunities and salary increases [9][10]

Market Performance - On July 29, the IT services sector rose by 0.23% compared to the previous trading day, with Huina Technology leading the gains [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Top Gainers in IT Services - Huina Technology (300609) closed at 40.62, up 4.77% with a trading volume of 106,100 shares and a turnover of 420 million yuan [1] - Jinzhen Co., Ltd. (600446) closed at 20.95, up 4.65% with a trading volume of 927,100 shares [1] - Zhongke Jincai (002657) closed at 32.40, up 3.85% with a trading volume of 626,000 shares and a turnover of 1.976 billion yuan [1] Market Capital Flow - The IT services sector experienced a net outflow of 2.482 billion yuan from institutional investors, while retail investors saw a net inflow of 2.526 billion yuan [2][3] - The top stocks with significant net inflows from retail investors included Langxin Group (300682) and Zhongke Jincai (002657) [3] Notable Decliners - ST Yunchuang (835305) saw a significant decline of 7.54%, closing at 14.11 with a trading volume of 90,600 shares and a turnover of 131 million yuan [2] - Jinqiao Information (603918) decreased by 2.66%, closing at 20.87 with a trading volume of 247,300 shares [2] Summary of Capital Flow by Company - Langxin Group (300682) had a net inflow of 11.7 million yuan from institutional investors, while it faced outflows from both retail and speculative investors [3] - Zhongke Jincai (002657) recorded a net inflow of 92.946 million yuan from institutional investors, with outflows from speculative investors [3]

Market Overview - On July 28, the A-share market experienced significant fluctuations, with the Shanghai Composite Index rising by 0.12%, the Shenzhen Component Index by 0.44%, and the ChiNext Index by 0.96%[2] - The total trading volume in the Shanghai and Shenzhen markets exceeded 1.7 trillion yuan, showing a slight decrease compared to the previous trading day[1] Sector Performance - The leading sectors in terms of gains included electronic components, insurance, aerospace, and chemical pharmaceuticals, while coal, iron, and energy metals saw declines[1] - Approximately 2,800 stocks rose, indicating a broad-based market rally[1] Capital Flow - On July 28, net inflows into the Shanghai Stock Exchange were 76.10 billion yuan, while the Shenzhen Stock Exchange saw net inflows of 111.46 billion yuan[3] - The top three sectors for capital inflow were components, communication equipment, and chemical pharmaceuticals, whereas IT services, railways, and electricity faced the largest outflows[3] Economic Indicators - The Ministry of Science and Technology aims to enhance the effectiveness of technology transfer and innovation, indicating a focus on improving the national technology transfer system[4] - The National Energy Administration announced plans to establish a unified national electricity market by the end of the year, emphasizing the importance of energy supply and regulatory measures[5] Taxation Insights - From 2021 to 2024, the top 10% income earners contributed approximately 90% of individual income tax, highlighting the progressive nature of the tax system[6] - High-tech industry sales revenue grew by 14.3% in the first half of the year, with high-tech manufacturing's share of total manufacturing rising from 15.3% in 2020 to 16.9% in the first half of this year[7] Industry Trends - The electric motorcycle industry saw a slight decline in sales, with June figures showing a year-on-year drop of 15.37%[8] - Shanghai has issued 600 million yuan in computing power vouchers to reduce costs for AI applications, supporting the development of AI ecosystems[9] Fund Dynamics - The fund issuance market remains active, with 31 new funds launched this week, predominantly in equity funds[10] - Consumer REITs have shown strong performance, with over 80% of the 66 reported products achieving quarterly profits, indicating robust institutional interest[11]

Group 1 - Hedge funds sold technology stocks at the fastest pace in the past 12 months, coinciding with the S&P 500 index reaching a historical high [1] - The scale of the sell-off in technology stocks was the largest observed by Goldman Sachs since July 2024, primarily concentrated in North America and Europe [1] - Almost all types of technology stocks, including semiconductor companies, software firms, and IT service providers, were sold off [1] Group 2 - Consumer staples stocks became one of the most net bought sectors by hedge funds in the recent week, marking the fourth consecutive week of increased positions, primarily in long positions [1] - The S&P 500 index has risen approximately 28% since its low in 2025, driven by strong performance in technology stocks, while the Nasdaq Composite Index surged by 38% during the same period [1] Group 3 - As of last Friday, the forward P/E ratio of the S&P 500 index was 23.11, close to a five-month high, indicating elevated valuations compared to the historical average [2] - U.S. stock valuations are currently 30% higher than the average over the past decade, with long-term interest rates remaining high and volatile [2] - The future direction of the stock market may depend on a potential decline in long-term interest rates, which has not yet occurred [2]

据报道，印度塔塔咨询服务公司(TCS)当地时间7月27日表示，由于行业需求萎缩，公司将裁减全球约 2%员工，约1.2万个工作岗位。报道称，这家印度软件服务业巨头表示，裁员将主要影响中高级员工， 并将在今年内实施。IT服务行业是印度主要收入来源之一，TCS在全球拥有61.3万名员工。公司表示， 此举是为了进入新市场并扩大 人工智能应用规模等。 (中新经纬) ...