格隆汇8月1日丨博威合金(601137.SH)在投资者互动平台表示，N公司算力服务器的高速连接器材料等系 列有同比50%以上的增长，国内算力板块正在成长之中。互动平台面对的不仅仅您这样的投资人，还有 行业竞争对手的信息收集人员，因此具体经营数据不方便公布，敬请谅解。 ...

本轮融资余额持续增长始于6月23日，截至最新，融资资金已连续六周净买入超百亿元，累计金额达到1674.73亿元。历史行情显示，融资资金连续六周及 以上净买入的情况共出现过七次，其中前三次发生在2014年和2015年，后三次则集中在2024年"9·24"行情后。 6月23日以来，融资资金净买入居前的个股集中于算力、半导体、新能源汽车等科技赛道，共有56股累计净买入超5亿元，如CPO龙头新易盛净买入41.21 亿元，居于榜首，中科曙光、中际旭创亦上榜；半导体概念菲利华、澜起科技、寒武纪-U等个股上榜；新能源汽车概念股比亚迪、宁德时代、国轩高科 等也上榜。 校对 陶善工 扬子晚报网8月1日讯（记者 范晓林 薄云峰）截至7月29日，A股市场融资余额达到19684.21亿元，创2015年7月3日以来新高。沪市融资余额突破万亿元大 关，达到10008.36亿元，为2015年7月8日以来10年新高，深市融资余额达到9612.51亿元，刷新历史纪录。 市场融资余额一览表 ...

今年年初，我们内部判断，可能会迎来大周期的转折点。Deepseek引领的AI行情，吹响了结构性行情的 号角。之后新消费、创新药、算力等方向多点开花，带动指数行情整体上涨。 7月份，上证指数上涨3.73%，创业板指则了实现8.14%的涨幅。不过7月31日和8月1日连续2个交易日， 沪指两日内下跌1.54%，创业板指则录得3连阴，三个交易日跌幅为3.49%。 行情告一段落了吗？ 年初至今的行情表现为多点开花的特征，当一个板块上涨到一定程度后，自然就会出现情绪的集中释 放。行情上涨中，必然会带有情绪堆积的成分。投资需要做的，正是分析是情绪成分大于基本面成分， 还是基本面成分高于情绪。 我们的观察是，很多上涨明显的板块或个股，基本面成分高于情绪。尽管过去一段时间有明显的上涨， 但估值并不贵，上涨更多是基于基本面的好转，同时业绩弹性大，业务也在不断创新。 情绪过载之后，股价随之可能会出现调整。后续的走势大体可以分位三种：一是基本面依然强劲，股价 调整会很快告一段落；第二种是基本面出现降速，股价进入盘整或继续下跌；第三种是基本面出现较大 问题，股价就可能一泻千里。 景气度投资中，习惯于寻找持续的"超预期"，只有持续bea ...

二是围绕一个战略中心，深耕消费+科技两大方向，做好三大场景结合，强化业务和支持保障体系四统一，深化五大职能 协同，提升六大维度创新。 莲花控股副董事长、首席执行官李斌表示，下半年要重点做好三方面工作：一是要深入优化产品结构。在持续巩固扩大优 势产品基础上，加快在新产品研发和销售推广方面取得更大突破，大幅提升新产品的占有率和美誉度；二是要强化业务协同。 有力推进线上线下，国内国际，研发销售这三大场景的协同协作取得显著成效；三是要继续深化改革。打造更加科学、完善、 高效、有力的"产供销储运"体系。 对于下半年和未来发展规划，莲花控股董事长李厚文提出三点要求： 一是深入推进消费+科技"双轮驱动"战略不动摇，在消费板块，聚焦调味品、水饮产品及食品等领域，并重点巩固扩大调 味品板块现有优势。在科技板块，将重点围绕算力、算法、智能体和半导体材料、新能源材料等相关业务领域，创新业务模 式，强化自主研发能力，提升企业核心竞争力。 本报讯 （记者肖艳青）7月31日，莲花控股股份有限公司（以下简称"莲花控股"）召开2025年年中工作会议，对上半年经 营工作进行全面总结，并分析研究当前经营发展形势，对下半年重点工作进行部署。 据悉 ...

Investment Rating - The report does not explicitly provide an investment rating for the green computing industry Core Insights - The report emphasizes the necessity of developing green computing to address the increasing energy consumption and carbon emissions associated with computing power, which is seen as a critical component of high-quality development in the digital economy [7][21] - It highlights the significant growth in computing power in China, with a total scale reaching 280 EFLOPS by the end of 2024, and an average growth rate of nearly 30% over the past five years [7][9] - The report outlines the integration of green computing into various sectors, including energy, manufacturing, retail, transportation, and construction, with over 86% of central enterprises adopting cloud services [9][21] Summary by Sections 1. Background of Green Computing Research - The report identifies the exponential growth in energy demand for computing infrastructure, driven by advancements in AI technologies and distributed computing [19][20] - It discusses the contradiction between the increasing demand for computing power and the limited environmental capacity, necessitating a transformation towards green computing [21][22] 2. Overall Progress in Green Computing - The report notes a tightening of global policies regarding energy consumption and carbon emissions in the computing sector, with various countries implementing stringent regulations [29][30] - In China, policies are shifting from intensive construction to a collaborative model focusing on efficiency, energy consumption, and application [30][31] 3. Development Trends in Computing Equipment - The report highlights the rapid growth of AI servers as a key driver of energy consumption in computing equipment, with global data center IT loads expected to increase significantly by 2030 [48][49] - It mentions that China's computing equipment efficiency is improving, with advancements in chip manufacturing and cooling technologies [51] 4. Industry Dynamics - The report outlines the green computing industry chain, which includes hardware suppliers, energy providers, infrastructure builders, and application customers [37] - It emphasizes the importance of energy efficiency technologies, such as liquid cooling, which is projected to grow significantly in the coming years [41][42] 5. Corporate Practices - The report details various corporate initiatives aimed at achieving carbon neutrality and enhancing energy efficiency, with major tech companies committing to renewable energy usage [43][45] - It highlights the proactive measures taken by Chinese telecom operators to promote green computing and energy collaboration [45][46]

盘面上看，煤炭、钢铁、化纤、石油、有色、地产、券商、保险、电力、酿酒等板块均走低，AI 产业链股逆市活跃，液冷服务器、算力概念等走强；辅助生殖概念走高，人脑工程、创新药概念等活 跃。 中国经济周刊-经济网讯 A股三大指数今日集体下挫，截至收盘，上证指数报3573.21点，跌幅 1.18%，成交额8458.93亿元；深证成指报11009.77点，跌幅1.73%，成交额10901.42亿元；创业板指报 2328.31点，跌幅1.66%，成交额5412.01亿元。 编辑：何颖曦 ...

全球科技巨头疯狂竞赛，AI产业链成了最强印钞机。 今天，AI的风又吹到A股。上午，AI硬件、光芯片、算力股等全线爆发。 AI服务器龙头工业富联盘中一度涨停，股价续创历史新高。盘中总市值一度突破7000亿大关。 而在两天前(7月29日)，其市值才刚首破6000亿。拉长时间维度看，2023年初它市值才约2000亿元。 不过午后，受英伟达遭约谈影响，工业富联涨势稍有回落。 目前，工业富联位居A股市值榜第18位，次于中芯国际、邮储银行。 自今年4月初来，该股在近三个月涨势凌厉，目前累计涨幅已超117%;年内累涨近70%。 稍早前，美股科技巨头微软、Meta公布炸裂财报，无疑再度振奋了市场。 作为国内AI 算力硬件龙头，工业富联业绩也在狂奔。 据此前业绩预告，公司预计上半年实现归母净利润119.58亿元至121.58亿元，同比上升36.84%至39.12%。 二季度，公司预计净利润67.27亿-69.27亿元，同比增长47.72%-52.11%，创同期历史新高。 业绩大幅增长主要得益于AI相关业务的爆发。 二季度，云计算业务营收同比增长超50%。其中，AI服务器收入同比增长超60%;云服务商服务器收入同比增长超1.5倍 ...

数据支持 | 勾股大数据（www.gogudata.com） A股三大指数今日集体回调，截止收盘，沪指跌1.18%，创业板指跌1.66%。 沪深两市成交额也达到19360亿，比昨天还多。昨天晚上Meta和微软财报成绩惊艳，尤其AI资本开支这 块更是给了市场一剂强心针。早上AI概念果然十分强势。 然而，一到午后竟突然跳水，直接把大盘指数拖下来。 到底发生了什么？ 01 突发跳水！ 盘面上，除了AI应用、国产算力等概念，行业板块呈现普跌态势，能源金属、钢铁行业、煤炭行业、 采掘行业、光伏设备、房地产开发、船舶制造、贵金属、化纤行业跌幅居前。 作者 | 哥吉拉 "反内卷"概念涉及到的诸多周期性板块，上周积累的巨大涨幅这两天吐的差不多干净了。从期货走势就 可见一斑，今天玻璃、焦煤、多晶硅这几个品种接近跌停，A股钢铁、有色金属、房地产、煤炭这些板 块纷纷跌超2%。 | | | | 7月31日多数主力期货大跌 | | | | --- | --- | --- | --- | --- | --- | | | | | 今日跌幅排名 | | | | 1 | FG509 | 玻璃2509 | | 1117 | -8.22% | | ...

Market Overview - The three major A-share indices collectively retreated, with the Shanghai Composite Index down 1.18% and the ChiNext Index down 1.66% [1] - The trading volume in the Shanghai and Shenzhen markets reached 1.936 trillion yuan, an increase from the previous day [1] AI Sector Performance - AI-related concepts showed strong performance in the morning, driven by impressive earnings reports from Meta and Microsoft, particularly in AI capital expenditures [1][9] - However, the market experienced a sudden drop in the afternoon, affecting overall indices [2] Sector Analysis - Most industry sectors experienced declines, with significant drops in energy metals, steel, coal, mining, photovoltaic equipment, real estate development, shipbuilding, precious metals, and chemical fiber industries [3] - The "anti-involution" concept, which includes several cyclical sectors, saw substantial profit-taking after recent gains, with many stocks in steel, non-ferrous metals, real estate, and coal dropping over 2% [5] Futures Market - Major futures contracts for glass,焦煤 (coking coal), and多晶硅 (polysilicon) approached limit-down levels, indicating a significant market correction [6] - The prices of glass and soda ash futures have nearly returned to pre-surge levels [25] Capital Expenditure Insights - Meta's Q2 revenue was $47.516 billion, a 22% year-over-year increase, and net profit rose 36% to $18.337 billion [10] - Microsoft reported Q2 revenue of $76.4 billion, an 18% increase, with net profit up 24% to $27.2 billion, driven by strong demand for cloud and AI products [11] Investment Sentiment - The market sentiment has weakened compared to the previous week, with nearly 4,300 stocks declining and only 50 stocks hitting the daily limit-up [18] - The recent market rally was fueled by positive expectations from U.S.-China trade negotiations, but the lack of substantial outcomes in the latest round has led to a shift in sentiment [21][23] Future Outlook - The market is currently in a correction phase due to unmet expectations and the weakening of trade negotiation prospects, with potential for continued volatility in August [31] - Defensive strategies may become a priority for investors, with high-dividend sectors like banking and insurance showing resilience amid broader market declines [33]

1.算力 一、行情回顾 市场全天震荡调整，三大指数午后均跌超1%。算力概念股逆势活跃，英维克、川润股份等多股涨停。创新药概念延续强势，南新制药、安科生物等封板。 下跌方面，钢铁、煤炭等周期股集体调整，包钢股份、安阳钢铁、安泰集团等跌逾7%。个股跌多涨少，沪深京三市超4200股飘绿，今日成交1.96万亿。 二、当日热点 算力板块今日大涨，英维克、禾望电气连板，思泉新材、淳中科技等多股涨停。 Meta隔夜公布第二季度业绩，预计明年的支出将进一步增加。由于继续在人才、基础设施、数据中心和能源方面进行大量投资，以应对快速演进的AI竞 赛，Meta上调了2025年资本支出的下限。公司目前预计2025年全年支出将在660亿美元至720亿美元之间，此前预计下限为640亿美元。 此外微软第四财季营收764.4亿美元，分析师预期738.9亿美元。微软预计下一年第一财季资本开支将超过300亿美元。 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 ◆ | 换手率 = | 流通市值令 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 英维克 | 2天2板 ...