隔夜美股市场苹果股价大涨5%，刺激A股市场苹果概念股集体走强。其中，卓兆点胶涨超17%，朝阳科 技10CM涨停，工业富联涨超7%，蓝思科技、海能实业、蓝特光学、东睦股份、强瑞技术涨超6%，立 讯精密、安利股份、恒铭达涨超5%，大族激光、鹏鼎控股、歌尔股份涨超4%。 消息面上，当地时间8月6日，苹果公司宣布将对美国追加1000亿美元投资承诺，标志着其美国投资计划 将加速推进，未来四年投资总额将达6000亿美元。当日公布的新举措包括新的美国制造计划(AMP)。苹 果CEO蒂姆·库克表示，该计划涵盖与美国本土10家企业的新合作与现有合作的深化。首批AMP合作伙 伴包括康宁、相干、环球晶圆美国公司(GWA)、应用材料、德州仪器(TI)、三星、格芯、安靠和博通。 | 代码 | 名称 | | 涨幅％ ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 873726 | 卓兆点胶 | | 17.29 | 28.74亿 | 68.48 | | 002981 | 朝阳科技 | | 10.01 | 41.02亿 | 31.37 | | 601138 | 工业富 ...

Group 1: AI Industry Development - The rapid development of the AI industry is being supported by financial institutions focusing on computing power, robotics, and chips, which injects strong momentum into the AI-related industry [1] - The Xi'an Future AI Computing Center, with a total investment of 1.9 billion yuan, has established a computing power matrix of 300 PFlops, equivalent to the collaborative capability of 1.5 million high-performance computers [1] - The project aims to provide efficient and low-threshold computing power services to regional research institutions, effectively reducing the costs of AI technology research and accelerating the transformation of scientific achievements [1] Group 2: Financial Support for AI Companies - Shenzhen Jingtai Technology Co., Ltd. received significant financial support from China Bank, which provided an unsecured loan to address funding shortages during rapid development [2] - China Bank's Shenzhen branch plans to provide comprehensive financial support of no less than 100 billion yuan to various entities in the AI industry chain over the next five years [2] - The support plan includes customized financial services covering "basic research - achievement transformation - industrial application" through various financial instruments [2] Group 3: Agricultural Bank's Initiatives - Agricultural Bank of China in Shanghai has launched ten measures to support the AI industry, creating a service system that includes financing for computing power procurement and intellectual property assessment [3] Group 4: PCB Market Growth - The PCB market is experiencing a surge in demand due to the AI computing revolution and domestic substitution, with Sichuan Yingchuangli Electronics Technology Co., Ltd. investing 650 million yuan in its third-phase project [4] - The company faces increased working capital needs due to rising operational costs, including over 20 million yuan monthly for electricity and employee salaries [4] Group 5: Innovative Financing Solutions - Yingchuangli has explored a "credit loan + export credit insurance" service model in collaboration with China Construction Bank, transforming "intangible credit" into "tangible funds" [5] - The first transaction of 7.32 million yuan under this model was successfully executed, marking a significant development in local financing solutions [5][6] - This model reduces bank risks while expanding financing channels for enterprises, providing a replicable financing solution for local export-oriented technology companies [6]

Core Viewpoint - The A-share market is experiencing a recovery, with optimistic expectations from brokerages regarding the market outlook due to policy benefits, influx of new capital, and industrial upgrades [1] Market Performance - Major stock indices showed slight gains, with the A50 index up by 0.68% as of 9:50 AM [1] - Notable performers included Industrial Fulian (up 5.45%), BYD (up 1.15%), and China Merchants Bank (up 1.02%) [1] Fund Flow and Investment Sentiment - Private fund product registrations have reached a new high, and the margin trading balance has returned to 2 trillion yuan for the first time in ten years [1] - Brokerages are optimistic about the market's medium to long-term upward trend, supported by the release of policy dividends and the entry of incremental capital [1] Liquidity and External Factors - Zhongyuan Securities noted that domestic liquidity remains loose, with leveraged funds, private equity, and industry ETFs continuing to enter the market [1] - Expectations of a Federal Reserve rate cut in September and a weaker dollar are seen as favorable for foreign capital inflow into A-shares [1] Earnings Season and Market Focus - August marks the peak of semi-annual report disclosures, with caution advised regarding high-valuation stocks facing performance verification pressure [1] - The market is expected to focus on two main lines: technology growth and cyclical manufacturing [1] Short-term Outlook - The short-term outlook for the A-share market is anticipated to be characterized by steady upward fluctuations, with close attention needed on policy, capital flow, and external market changes [1]

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 泡泡玛特盘中涨超3％，创历史新高。A股苹果概念股走高，工业富联涨超6%，立讯精密、蓝思科技、 歌尔股份跟涨。隔夜苹果美股大涨5%。 ...

Market Performance - The Shanghai Composite Index rose by 0.1%, the Shenzhen Component Index also increased by 0.1%, and the ChiNext Index saw a slight rise of 0.02% [1][4] - The Hang Seng Index opened up by 0.29%, with the Hang Seng Tech Index increasing by 0.27% [5][6] Gold and Commodities - Spot gold reached $3,380 per ounce, marking a daily increase of 0.33% [1] Apple-related Stocks - Apple-related stocks showed strong performance, with Chaoyang Technology hitting the daily limit, Industrial Fulian rising over 7%, and other companies like Luxshare Precision, Lens Technology, and GoerTek also performing well [2][4] A-share Market Highlights - The PEEK materials concept gained strength again, with companies in the China Shipbuilding sector and reducer concepts remaining active [4] - Notable gainers included Zhuozhao Point Glue (+15.95%), Qiangrui Technology (+10.12%), and Chaoyang Technology (+10.01%) [3] Central Bank Operations - The central bank conducted a 7-day reverse repurchase operation of 160.7 billion yuan at an interest rate of 1.40%, with a net withdrawal of 122.5 billion yuan for the day [6] Currency Exchange - The central parity rate of the RMB against the USD was adjusted up by 64 basis points to 7.1345 [7]

Core Viewpoint - The article highlights the misleading practices of Jiufang Zhituo, a third-party investment advisory firm, which has been accused of exaggerating its stock recommendation success while failing to disclose significant losses to investors [1][11]. Group 1: Company Practices - Jiufang Zhituo's marketing strategy relies on showcasing a few successful stock picks while ignoring the overall poor performance of their recommendations, leading to a lack of trust among investors [1][11]. - A recent analysis revealed that out of 108 stock recommendations made by Jiufang Zhituo, 51.85% resulted in losses, with a win rate of only 38.89% [8][11]. - The firm has been criticized for its selective presentation of information, which may constitute misleading marketing practices and could lead to legal repercussions [11]. Group 2: Investor Experiences - Many investors reported significant losses after purchasing high-priced advisory services from Jiufang Zhituo, with some claiming losses amounting to tens of thousands of yuan [6][7]. - A specific case highlighted an investor who lost over 10,000 yuan on a single stock recommendation, illustrating the firm's failure to provide adequate guidance during downturns [6][9]. - Complaints from investors indicate a pattern of being lured into higher-tier services with promises of better performance, which often do not materialize [6][7]. Group 3: Market Impact - The actions of Jiufang Zhituo and similar firms contribute to a growing trust crisis in the third-party investment advisory industry, potentially harming its long-term development [1][11]. - The firm’s practices of promoting certain stocks while downplaying risks may lead to increased scrutiny from regulators, as they may violate standards of fair disclosure [11].

Core Viewpoint - The article highlights the contrasting images of Jiufang Zhituo, a third-party investment advisory firm, where marketing claims of high success rates in stock recommendations are not substantiated by actual performance, leading to significant investor losses and a potential trust crisis in the industry [1][2][9]. Group 1: Company Performance and Investor Experience - Jiufang Zhituo's stock recommendation service has shown a high floating loss rate of 51.85%, with 56 out of 108 recommended stocks resulting in losses, indicating a success rate of only 38.89% [6][7]. - Many investors, after purchasing high-tier membership services, reported substantial losses, with some claiming losses amounting to tens of thousands of yuan despite the high fees paid for advisory services [6][8]. - The company has been criticized for selectively presenting successful cases while ignoring overall performance volatility, which misleads clients and damages trust in the advisory industry [9]. Group 2: Marketing and Advisory Practices - Jiufang Zhituo's advisors have been observed promoting stocks based on speculative claims about their connection to major companies like Huawei, without providing concrete evidence or consistent recommendations [2][4]. - The marketing strategy involves creating a funnel where potential clients are gradually engaged through free stock recommendations and promotional content, ultimately leading to upselling of premium services [5][6]. - The firm has been accused of using misleading marketing tactics, such as exaggerating past performance and downplaying risks, which could lead to regulatory scrutiny and potential legal consequences [9].

Group 1 - The stock price of Luxshare Precision is reported at 36.21 yuan, down by 0.26 yuan or 0.71% from the previous trading day [1] - The trading volume on the same day reached 639,900 hands, with a total transaction amount of 2.311 billion yuan [1] - Luxshare Precision primarily engages in the research, production, and sales of connectors, cables, motors, and wireless charging products, which are widely used in consumer electronics, automotive, and medical fields [1] Group 2 - Luxshare Precision has completed the acquisition of 100% equity in Xinguang Energy Technology (Anhui) Co., Ltd., making it a wholly-owned subsidiary [1] - On August 6, the net outflow of main funds for Luxshare Precision was 10.0829 million yuan, with a cumulative net outflow of 450 million yuan over the past five trading days [1]

Group 1 - As of August 6, 2025, the stock price of GoerTek is reported at 23.03 yuan, with a decrease of 0.04 yuan, representing a decline of 0.17% from the previous trading day [1] - The trading volume on that day was 557,783 hands, with a total transaction amount of 1.278 billion yuan [1] - GoerTek's main business includes the research, development, manufacturing, and sales of precision components in acoustics, optics, microelectronics, and smart hardware [1] Group 2 - GoerTek's products are widely used in smart phones, smart wearable devices, and virtual/augmented reality applications [1] - On the evening of August 6, GoerTek announced that the total guarantee amount for the company and its subsidiaries is 744,616.98 million yuan, all of which are guarantees for subsidiaries within the consolidated financial statements [1] - The current guarantee balance is 78,839.36 million yuan, accounting for 0.95% of the company's audited total assets as of the end of 2024, and 2.38% of its net assets [1] - The company stated that there are no overdue external guarantee situations [1]

证券代码：301251 证券简称：威尔高 公告编号：2025-026 江西威尔高电子股份有限公司 监事会关于公司 2025 年限制性股票激励计划 本公司及监事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 江西威尔高电子股份有限公司（以下简称"公司"）于 2025 年 7 月 24 日 召开了第二届董事会第七次会议、第二届监事会第七次会议，审议通过了《关于 <江西威尔高电子股份有限公司 ensp="ensp" 年限制性股票激励计划="年限制性股票激励计划" 草案="草 案"> 及其摘要 的议案》等相关议案。根据《上市公司股权激励管理办法》（以下简称"《管理 办法》"）、 《深圳证券交易所创业板股票上市规则》 （以下简称"《上市规则》"）、 《深圳证券交易所创业板上市公司自律监管指南第 1 号——业务办理》（以下简 称"《自律监管指南》"）及《江西威尔高电子股份有限公司章程》（以下简称 "《公司章程》"）的相关规定，公司对首次授予激励对象的名单在公司内部进 行了公示，公司监事会结合公示情况对首次授予激励对象进行了核查，相关公示 情况及核查方式如下： 一、公司对激励对象的公示 ...