阿拉斯加的夏天并不喧嚣，但8月15日那天，却成为国际政治舞台上最为热闹的一刻。 各位看官老爷，麻烦右上角点击一下 "关注"，精彩内容不错过，方便随时查看。 文|面包夹知识 编辑|面包夹知识 «——【·前言·】——» 本来，印度还抱着一丝希望。原定于8月25日举行的美印第六轮贸易谈判，本应是救命稻草。 特朗普与普京面对面握手，三小时的闭门会谈，外界都在猜测： 这会是一场棋局的开端，还是权力格局的重塑？ 就在全世界都在盯着美俄会晤结果的时候，印度却突然发现，自己成了局外人。特朗普的一句话， 让俄罗斯得到了喘息机会，让中国获得了缓冲空间，但 印度却被推上了风口浪尖。 印度方面甚至安排了最高级别的团队，想在美国额外关税落地前，争取一点缓冲。但没想到， 美国代表团临时宣布取消了行程，称"不会出席25日的会 议"。 莫迪或许没有想到， 他期待中的"美印贸易拯救时刻"，最终变成了一纸沉重的判决。 印度辛苦维系的平衡被打破，美国的关税大棒正毫不留情地落下。 为什么偏偏是印度？为什么中国、俄罗斯都得到了喘息的机会，而印度却成了唯一的"牺 牲品"？ «——【·关税谈判破局·】——» 这下，印度彻底傻眼。谈判泡汤了，延期遥遥无期。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688066 | 航天宏图 | 22.80 | -1.13% | 15.22万 | 3.46 Z | | 002908 | 德生科技 | 11.67 | -1.10% | 45.27万 | 5.23亿 | | 688500 | 慧辰股份 | 77.19 | -0.87% | 5.01万 | 3.86亿 | | 002195 | 岩山科技 | 6.08 | -0.82% | 423.20万 | 25.67亿 | | 002401 | 花奥尽于 | 19.40 | -0.46% | 18.70万 | 3.61亿 | | 300678 | 中科信息 | 38.20 | -0.44% | 18.08万 | 6.89亿 | | 301556 | 托普云农 | 105.17 | -0.37% | 1.48万 | 1.56亿 | | 301178 | 天亿马 | 50.58 | -0.04% | 2.02万 | 1.02亿 | | 301316 | 慧博云通 | ...

证券代码：300017 证券简称：网宿科技 公告编号：2025-064 一、重要提示 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 1、公司简介 ■ 3、公司股东数量及持股情况 单位：股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 公司是否具有表决权差异安排 ■ 2、主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √否 6、在半年度报告批准报出日存续的债券情况 □是 √否 4、控股股东或实际控制人变更情况 控股股东报告期内变更 □适用 √不适用 目前， ...

从资金流向上来看，当日IT服务板块主力资金净流出1.58亿元，游资资金净流出8.84亿元，散户资金净流 入10.43亿元。IT服务板块个股资金流向见下表： 证券之星消息，8月14日IT服务板块较上一交易日下跌0.74%，天利科技领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。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) | | --- | --- | --- | --- | --- | --- | | 300609 | 汇纳科技 | 50.97 | 12.74% | 20.53万 | 10.40 Z | | 837748 | 路桥信息 | 62.00 | 10.67% | 7.05万 | = 4.37 乙 | | 600410 | 华胜天成 | 17.81 | 10.01% | 352.10万 | 60.71亿 | | 002657 | 中科金财 | 34.12 | 9.99% | 38.60万 | 13.08亿 | | 300682 | 朗新集团 | 21.29 | 6.77% | 71 ...

Core Viewpoint - The article discusses the performance and characteristics of three different AI-focused ETFs: the AI ETF, the ChiNext AI ETF, and the Sci-Tech Innovation AI ETF, highlighting their varying performances and sector exposures throughout the year [1][4]. Group 1: ETF Performance Comparison - The ChiNext AI ETF has shown the best performance this year, with a gain of over 30% [1]. - In the first half of the year, the Sci-Tech Innovation AI ETF outperformed the others, while the ChiNext AI ETF began to surpass the others after June [1][7]. Group 2: Sector Exposure - The Sci-Tech Innovation AI ETF has the highest allocation to semiconductors at 51%, while the ChiNext AI ETF focuses more on IT services and communication equipment, which together account for 56% [4]. - The sector distribution of the CSI AI ETF is more balanced, with semiconductors at 29% and other sectors like software development and IT services ranging from 9% to 18% [4]. Group 3: Concept Exposure - The Sci-Tech Innovation AI ETF has a stronger exposure to chip and consumer electronics concepts, while the ChiNext AI ETF is more focused on computing power, optical modules, and communication [4]. - The CSI AI ETF maintains a more balanced exposure across various concepts [4]. Group 4: Component Stock Analysis - The ChiNext AI ETF and the CSI AI ETF each have 50 constituent stocks, while the Sci-Tech Innovation AI ETF has 30 [6]. - The CSI AI ETF has 13 overlapping stocks with the Sci-Tech Innovation AI ETF and 12 with the ChiNext AI ETF, and it does not include any small-cap stocks with a market cap below 10 billion [6][7]. - The concentration of the top ten stocks is highest in the Sci-Tech Innovation AI ETF at 67%, while the ChiNext AI ETF has a concentration of over 30% among its top three stocks [6][7].

2025年8月14日——全球数字经济领导企业联想集团(00992)（ADR：LNVGY）公布截至2025年6月30日 的2025/26财年第一季度业绩：当季营收同比增长22%至1362亿元人民币，创下历史同期新高；非香港 财务报告准则下净利润同比增长22%，达28.16亿元人民币，盈利能力显著增强，赢得新财年"开门红"的 强劲起势。 这一亮眼业绩，正是在特朗普关税战对全球贸易和供应链开始造成巨大扰动期间取得，因此殊为不易。 同时也兑现了管理层在上一季的承诺：面对复杂地缘政治环境挑战，联想集团将凭借ODM+端到端运 营，以及"全球资源、本地交付"的独特模式，"竞争力不降、市场份额不掉、盈利不减"。 不仅如此，在全球AI竞赛正如火如荼的市场环境中，联想集团三大主营业务集团均把握住了AI所带来 的结构性增长机遇，加速迈进"价值兑现期"：IDG智能设备业务集团实现营收973亿元人民币，同比增 长17.8%，其中PC业务更是创下15个季度以来最快增速；ISG基础设施方案业务集团营收实现35.8%的强 劲增长；SSG方案服务业务集团收入增长19.8%再创新高，运营利润率达22.2%，核心利润引擎地位进一 步稳固。 得益于 ...

Market Overview - The IT services sector increased by 0.89% on August 13, with Rongke Technology leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Top Gainers in IT Services - Moke Technology (300290) closed at 22.92, up 20.00% with a trading volume of 810,300 shares [1] - Parallel Technology (839493) closed at 169.10, up 11.62% with a trading volume of 91,500 shares [1] - Zhen Shitong (002771) closed at 18.68, up 5.78% with a trading volume of 317,800 shares [1] - Capital Online (300846) closed at 21.90, up 5.19% with a trading volume of 1,133,700 shares [1] - Jinzhen Co. (600446) closed at 19.08, up 4.03% with a trading volume of 655,700 shares [1] Top Losers in IT Services - Tianli Technology (300399) closed at 35.09, down 3.86% with a trading volume of 386,500 shares [2] - Yuan (835184) closed at 24.11, down 3.33% with a trading volume of 166,400 shares [2] - Zhongyi Technology (301208) closed at 47.71, down 2.63% with a trading volume of 100,200 shares [2] Capital Flow Analysis - The IT services sector experienced a net outflow of 1.307 billion yuan from institutional investors and a net outflow of 417 million yuan from speculative funds, while retail investors saw a net inflow of 1.724 billion yuan [2][3] - Rongke Technology (300290) had a net inflow of 4.22 billion yuan from institutional investors, while it faced a net outflow of 2.53 billion yuan from speculative funds [3] - Zhejiang University Network New (600797) had a net inflow of 1.73 billion yuan from institutional investors, with a net outflow of 754.93 million yuan from speculative funds [3]

Core Viewpoint - The company has experienced significant stock price fluctuations, with a notable increase in its stock price, leading to a warning about potential risks associated with trading in the secondary market [1][3]. Group 1: Stock Trading Anomalies - The company's stock price increased by a cumulative deviation of 20% over two consecutive trading days on August 11 and 12, 2025, which is classified as an abnormal trading fluctuation according to the Shanghai Stock Exchange rules [1]. - As of August 12, 2025, the company's price-to-earnings (P/E) ratio stands at 50.29, indicating a significant rise compared to industry peers [3]. Group 2: Company Operations and Market Conditions - The company confirmed that there have been no major adjustments in the market environment, and its production costs and sales have not experienced significant fluctuations, maintaining normal operational order [1]. - The company has not planned any major asset restructuring, share issuance, or other significant transactions that could impact stock trading [2]. Group 3: Board of Directors' Statement - The board of directors has stated that, apart from disclosed matters, there are no undisclosed significant issues that could affect the company's stock price or trading [2]. - The board also confirmed that previous disclosures do not require correction or supplementation [2].

Group 1 - The market showed a strong upward trend with an overall increase of 1.94% during the week of August 4-8, with micro-cap stocks, CSI 1000, and CSI Dividend leading the gains, while the STAR 50 and ChiNext Index had narrower increases [2][10] - The defense and military, non-ferrous metals, and machinery equipment sectors led the gains among 31 Shenwan industries, while retail, computing, and pharmaceutical sectors lagged [2][10] - The stock-bond yield spread decreased to 1.1%, indicating a divergence in valuations, with the valuation dispersion index rising by 2.7% [3][25] Group 2 - The film box office in 2025 is projected to exceed 35 billion, with new films scheduled for release, contributing to market enthusiasm [4][47] - The 2025 World Humanoid Robot Games will take place in Beijing from August 15-17, which is expected to catalyze interest in the robotics sector [4][48] - The successful launch of the low-orbit satellite internet group by China is accelerating the pace of satellite deployment, which is crucial for the development of 6G networks [4][49] Group 3 - The report highlights the expansion of growth sectors, including defense and military (aerospace equipment, military electronics), pharmaceuticals (medical devices), AI (semiconductors, IT services), and automotive (auto parts, passenger vehicles) [4][51] - There is a focus on dividend stocks and precious metals, with attention to potential opportunities following corrections in dividend sectors and the impact of U.S. economic data and Federal Reserve rate cut expectations on precious metals [4][51]

证券之星消息，8月12日IT服务板块较上一交易日上涨0.21%，*ST云创领涨。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。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12.56亿元，游资资金净流入2.1亿元，散户资金净流 入10.46亿元。IT服务板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600589 大位科技 | | 2.25 Z | 13.52% | -1.14 Z | -6.85% | -1.11 Z | -6.67% | | 300017 网宿科技 | | 1.28亿 | 9.40% | -670.56万 | -0.49% | -1.21 乙 | -8.91% | | 300399 天利科技 | | 1.13/Z 1 | 6.62% | 1938.31万 | 1.13% | -1.33 ...