8月5日，证券时报记者从诚迈科技（300598）获悉，公司近日与永泰能源（600157）在太原签署战略合 作协议。双方将围绕能源数智化转型升级展开深度合作，共同探索"科技+能源"的创新应用场景。 当前，能源行业正加速向数智化方向转型。在煤矿智能化建设和煤炭绿色开采试点方面，山西省鼓励民 营企业积极参与新技术、新装备的研发与应用。永泰能源连续多年上榜"中国民营企业500强"榜单，是 一家以电力、煤炭为主业的综合能源企业。诚迈科技是领先的操作系统专家和信创技术先锋企业，在电 力、矿山等能源行业打造并落地了一系列数智化解决方案。 记者了解到，在智慧电厂领域，诚迈科技打造的智能化作业安全风险防控系统实现从静态分析到动态感 知、从事后应急到事前预防、从单点防控到全局联防的转变，有效降低电厂运维成本并提升安全生产水 平。在智慧矿山领域，诚迈科技打造的巡检系统将矿山安全大模型与巡检机器人相结合，实现缺陷检 测、沉降形变监测和矿区烟火预警等智能化监测功能。此次合作将充分发挥双方在技术创新与场景落地 方面的优势，为传统能源行业数智化转型注入新动能。 根据协议，双方将秉持"平等互利、优势互补、合作共赢"原则，在能源数智化行业解决 ...

新华财经北京8月5日电 （王媛媛）科创50指数8月5日低开高走，午后涨幅持续扩大。至收盘时，科创 50指数报1053.65点，涨幅0.40%，指数振幅为0.72%，总成交额约268亿元。 经新华财经统计，8月5日，科创板589只个股平均涨幅0.53%，平均换手率3.29%，合计成交额1439亿 元，平均振幅为3.77%。 个股表现方面，上纬新材涨20%领涨成分股；东芯股份跌11.63%，跌幅居首。 成交额方面，东芯股份成交额46.3亿元，位居首位；ST帕瓦成交额1016万元，位居末位。 换手率方面，中研股份换手率为21.72%，位居首位；天能股份换手率为0.21%，位居末位。 从盘面上看，科创板个股多数上涨，上涨个股333只。高价股和低价股均多数上涨。 细分领域中，元器件、化工原料、电气设备类个股表现活跃，部分软件服务、航空、医疗保健类个股下 跌。 编辑：胡晨曦 ...

Group 1 - The core point of the articles highlights the significant decline in U.S. non-farm payroll data for July, which fell to 73,000 jobs, far below the expected 104,000, raising concerns about a potential economic recession [1][2] - The labor market is showing signs of weakening, with government sector employment decreasing, while healthcare and social assistance sectors are providing some support [1] - The market is reacting to the weak employment data by increasing expectations for Federal Reserve interest rate cuts, with Goldman Sachs predicting three consecutive 25 basis point cuts starting in September [2] Group 2 - The expectation of interest rate cuts is likely to benefit the Hong Kong stock market, particularly the technology sector, which is anticipated to see a significant influx of both domestic and foreign capital [2] - The Hang Seng Technology Index is currently viewed as undervalued and is sensitive to changes in U.S.-China interest rate differentials, making it poised to benefit from a more accommodative overseas liquidity environment [2] - Investors without a Hong Kong Stock Connect account may consider using the Hang Seng Technology Index ETF (513180) to gain exposure to core Chinese AI assets [2]

本文源自：金融界 作者：行情君 资料显示，云学堂集团控股有限公司("本公司")(前身为unicentcentury Group Holding Limited)于2017年1 月根据开曼群岛法律注册成立,是一家获豁免的有限责任公司。2021年6月,公司更名为云学堂集团控股有 限公司。 本公司通过其子公司、合并可变利益实体(VIE)和VIE的子公司(统称为"集团")。集团平台创新SaaS模式, 将软件与内容相结合,有效协助客户进行企业学习的数字化转型。本集团的主要业务及地域市场位于中 华人民共和国("中国")。 8月4日，云学堂(YXT)盘中上涨4.19%，截至22:00，报0.87美元/股，成交3739.0美元，总市值5226.57万 美元。 财务数据显示，截至2024年12月31日，云学堂收入总额3.31亿人民币，同比减少21.89%；归母净利 润-9175.3万人民币，同比增长58.38%。 ...

Core Viewpoint - On August 4, the company announced a share repurchase plan, indicating a strategic move to enhance shareholder value through the buyback of shares [1] Summary by Relevant Sections - **Share Repurchase Details** - The company plans to repurchase a total of 807,300 shares through centralized bidding transactions by July 2025 [1]

Group 1 - A total of 1591 stocks received net financing purchases on August 1, with 14 stocks having net purchases exceeding 100 million yuan [1] - Kweichow Moutai topped the list with a net purchase amount of 286 million yuan, followed by Yidian Tianxia, Yingweike, and Ruikeda with net purchases of 278 million yuan, 263 million yuan, and 243 million yuan respectively [1] - CITIC Securities, Shenghong Technology, and Xinyisheng had the highest net selling amounts, with figures of 645 million yuan, 570 million yuan, and 263 million yuan respectively [1]

Group 1 - Zhuhai Kingsoft Office Software Co., Ltd., Beijing Kingsoft Office Software Co., Ltd., and Wuhan Kingsoft Office Software Co., Ltd. have applied for a patent titled "Text Image Processing Method and Device" with publication number CN120411977A, filed on January 2024 [1] - The patent describes a method for processing text images, which includes obtaining a first feature vector based on multiple first coordinates of N text units, correcting the first feature vector to obtain a second feature vector, and fusing both to derive a third feature vector for image correction [1] Group 2 - Zhuhai Kingsoft Office Software Co., Ltd. was established in 2009, has a registered capital of 162.326 million RMB, and has invested in 7 companies while participating in 1,696 bidding projects [2] - Beijing Kingsoft Office Software Co., Ltd. was founded in 2011, has a registered capital of 46.1817245 million RMB, and has invested in 17 companies with 539 bidding project participations [2] - Wuhan Kingsoft Office Software Co., Ltd. was established in 2017, has a registered capital of 65 million RMB, and has invested in 19 companies while participating in 166 bidding projects [2]

Group 1 - The article provides a ranking of open-end funds based on their net asset value growth as of August 1, 2025, highlighting the top 10 funds with the highest growth rates [2][4]. - The top-performing fund is "德邦稳盈增长灵活配置混合C" with a unit net value of 1.0649, showing an increase from 1.0086 on July 31, 2025, reflecting a growth of 5% [2]. - The bottom-performing fund is "方正富邦核心优势混合A," which has a unit net value of 1.1828, down from 1.1527, indicating a decrease of 2.04% [4]. Group 2 - The overall market performance shows the Shanghai Composite Index experiencing a slight decline, while the ChiNext Index faced a wider fluctuation with a minor drop, with a total trading volume of 1.62 trillion [6]. - Leading sectors include warehousing logistics, paper manufacturing, and environmental protection, while the oil and aviation sectors faced declines of over 2% [6]. - The fund "德邦稳盈增长灵活配置混合C" is noted for its rapid net value growth, indicating strong performance in the current market environment [6].

行情回顾 美元指数本周一度大幅上行，主要得益于美国与欧盟等达成贸易协议、好于预期的GDP等美国经济数据、美联储主席鲍威尔的新闻发布会被解读为鹰派，以 及市场削减今年的降息预期。截至本周四，美指已经连续六个交易日收涨，并重回站上100整数关口，创5月底以来新高。但是，周五弱于预期的非农数据直 接将让美元重回99，大幅下挫超过100点，市场重新计价年内两次降息。 现货黄金一度因美元走强而承压下跌。其中，周三金价一度跌破3270美元关口，并创1个多月来最大单日跌幅。周四周五黄金稍微回升，非农后更是直接大 涨40美元，抹去此前全部跌幅，重回3340美元/盎司上方。 非美货币方面，强美元一度导致非美货币走势低迷，英镑兑美元、澳元兑美元均录得六连跌，欧元兑美元录得五连跌，美元兑日元录得上涨。 国际油价本周料将收涨，为三周以来首次，主要因为特朗普将对俄乌停火的最后通牒提前至8月8日，且全球贸易局势出现缓和迹象。 风险资产方面，美股大盘涨势本周有所消停。个股方面，微软盘中市值一度站上4万亿美元，Meta在亮眼财报提振下单日涨11%，设计软件巨头Figma上市首 日上涨256%。 投行观点精选 瑞银称，美元目前的涨势可能是短暂 ...

Company Overview - Jiufu Lai International Holdings Limited is a Malaysia-based company providing information technology services, focusing on designing, installing, and maintaining personalized system applications for enterprise clients [2] - The company operates through three segments: system integration and development services, IT outsourcing services, and maintenance and consulting services [2] - Jiufu Lai offers solutions including enterprise entry website solutions, mobile applications, and mobile payment solutions [2] Financial Performance - As of May 31, 2025, Jiufu Lai reported total revenue of 22.4047 million RMB, representing a year-on-year growth of 43.68% [1] - The company recorded a net profit attributable to shareholders of -1.5631 million RMB, a significant decrease of 593.58% year-on-year [1] - The gross profit margin stood at 15.67%, with a debt-to-asset ratio of 67.4% [1] Market Performance - On August 1, the Hang Seng Index fell by 1.07%, closing at 24,507.81 points [1] - Jiufu Lai's stock price closed at 0.69 HKD per share, marking an increase of 9.52% with a trading volume of 850,000 shares and a turnover of 574,900 HKD [1] - Over the past month, Jiufu Lai has seen a cumulative increase of 5%, and a remarkable year-to-date increase of 1025%, outperforming the Hang Seng Index's 23.5% rise [1] Industry Valuation - Currently, there are no institutional investment ratings for Jiufu Lai [2] - The average price-to-earnings (P/E) ratio for the software services industry (TTM) is -10.13, with a median of -2.73 [2] - Jiufu Lai's P/E ratio is -73.09, ranking 67th in the industry, compared to other companies like Jingtou Transportation Technology (4x), Huanghe Industry (5.09x), and others [2]