8月29日，上交所公告，根据指数规则，上交所与中证指数决定调整科创50等指数样本，于2025年9月12日收市后生效。其中科创50指数更换1只样本， 调出奇安信-U(688561.SH)，调入生益电子(688183.SH)。 | 调出名单 | | 调入名单 | | | --- | --- | --- | --- | | 证券代码 | 证券名称 | 证券代码 | 证券名称 | | 688561 | 奇安信 | 688183 | 生益电子 | ...

8月29日晚，紫光股份（000938）发布2025年半年报，公司业绩实现大幅增长，跑出AI赛道加速度。其 中，营业收入474.2亿元，同比增长25%；扣非归母净利润11.2亿元，同比增长25.1%，盈利水平进一步 提升。 核心子公司新华三上半年实现营业收入364亿元，同比增长37.7%，增速创五年以来新高。作为公司基 本盘的政企业务和作为第二增长曲线的海外业务表现尤其亮眼，分别取得53.6%和60.3%的超高速增 长，彰显公司发展的强劲爆发力。 优异业绩的取得，得益于公司对AI历史机遇的洞见和把握，通过坚定的战略投入和持续的技术创新， 实现公司实力与时代红利的共振爆发。 一方面，公司持续深化"AI in ALL"战略，充分发挥"算力×联接"的乘数效应，全面升级灵犀智算解决方 案，高效满足客户在模型训推效率、大规模算力集群部署、绿色节能与智能运维等方面的核心需求。 推出"数据快递"高通量广域网传输方案：通过超大规模文件远距离高效传输创新技术，破解跨数据中心 协同训练、敏感样本边传边训、模型实时分发等难题，实现千公里以上TB级数据分钟级可达。 推出AI数据平台解决方案：以Polaris X20000系列高性能存储 ...

家人们！8月的创业板简直疯了！24.13%的单月涨幅，直接刷新了两年半以来的纪录！我是你们的老朋友，财经老司机帮主郑重，今天咱们就来聊聊这场"科 技革命"背后的投资密码。 最近市场就像被按了快进键，创业板指从月初的2300点一路飙升到月底的2890点，相当于每天涨出一个中等城市的GDP。这可不是简单的情绪炒作，而是政 策、资金、产业三重逻辑共振的结果。首先，美联储主席鲍威尔在杰克逊霍尔会议上释放"转鸽"信号，全球资金都在抢筹成长股。咱们国内更是大招频出， 证监会不仅给创业板装上"未盈利企业上市"的新引擎，还把指数编制规则改成"只留优等生"，直接把创业板综指的含金量拉满。 最让我兴奋的是，创业板的产业结构正在发生质变。以前新能源是绝对主力，现在信息技术占比已经超过43%！光模块、液冷服务器这些AI硬件概念股，最 近三个月平均涨幅超过120%。就拿华为新发布的UCM推理技术来说，直接带飞了整条算力产业链，连带着创业板50指数单周暴涨9.9%。这种科技迭代的速 度，让我想起2000年互联网泡沫前的纳斯达克，但这次咱们有实实在在的国产替代做支撑。 很多朋友问我，现在上车还来得及吗？我给大家三个判断标准：看估值、看政策 ...

天眼查App显示，近日，汕头市爱优汇生活用品有限公司成立，注册资本10万人民币，经营范围为一般 项目：塑料制品制造；橡胶制品制造；金属制日用品制造；信息技术咨询服务；数字内容制作服务（不 含出版发行）；日用百货销售；日用杂品销售；厨具卫具及日用杂品批发；日用陶瓷制品销售；日用木 制品销售；金属工具销售；厨具卫具及日用杂品零售；办公用品销售；母婴用品销售；家用电器销售； 日用口罩（非医用）销售；金属制品销售；日用化学产品销售；五金产品批发；日用家电零售；日用玻 璃制品制造；电子产品销售；汽车装饰用品销售；宠物食品及用品批发；宠物食品及用品零售；工艺美 术品及收藏品批发（象牙及其制品除外）；知识产权服务（专利代理服务除外）；版权代理；业务培训 （不含教育培训、职业技能培训等需取得许可的培训）。 ...

Core Insights - Nantong Huihai Technology Co., Ltd. has been established with a registered capital of 50 million RMB [1] - The company is engaged in various technology services including technical consulting, energy management, and emerging energy technology research [1] Company Overview - The legal representative of the company is Luo Zhiwei [1] - The business scope includes technology services, technology development, technology consulting, technology exchange, technology transfer, and technology promotion [1] - The company also focuses on energy storage technology services, contract energy management, and research on efficient energy-saving technologies in the power industry [1] Industry Focus - The company is involved in the Internet of Things (IoT) application services and battery sales, including battery parts and rental services [1] - It provides energy-saving management services and information technology consulting services, operating within the legal framework of its business license [1]

Group 1 - Recently, Zhenjiang Huanfang Display Technology Co., Ltd. was established with a registered capital of 5 million RMB [1] - The legal representative of the company is Zhang Zhao [1] - The business scope includes construction engineering design, intelligent building system design, construction engineering, and residential interior decoration [1] Group 2 - The company is involved in various services such as information system integration, technology consulting, and technical services [1] - It also engages in the sale of communication equipment, electronic products, security equipment, and various electrical components [1] - Additional activities include software sales, computer hardware retail, and maintenance services for electronic and mechanical equipment [1]

Core Insights - The Suzhou Industrial Park Practice Center, a collaboration between Suzhou Industrial Park Service Outsourcing Vocational College and Huawei, has commenced operations as a talent supply station for local industries [1] Group 1: Center Overview - The center is equipped with a powerful "computing matrix" consisting of 3 computing servers, 3 large model training servers, and 7 platform deployment servers [1] - It features four specialized training spaces: HarmonyOS Intelligent Innovation Training Room, Ascend AI Innovation Studio, Next-Generation Information Communication Training Room, and Kunpeng Big Data Training Room [1] Group 2: Training Programs - The center has launched its first training activities during the summer, attracting 19 teachers from various universities in Jiangsu [1] - Two Huawei certification training programs, "Harmony Application Development" and "Generative Artificial Intelligence," have been completed [1] Group 3: Future Plans - The center aims to develop customized training courses to align educational content with industry needs, addressing the talent shortage in industrial upgrades and the lack of practical scenarios in educational reform [1] - It is positioned to support the digital transformation and intelligent economic development of Suzhou's industries [1]

Group 1 - The company, 瑞和数智, has signed a framework agreement with 铁林超光(深圳)科技有限公司 to establish a close partnership in the field of Real World Asset (RWA) tokenization [1][2] - The partnership aims to leverage the partner's background and business scenarios to provide quality underlying assets suitable for RWA issuance, along with expertise in asset on-chain, issuance, market promotion, and liquidity provision [1] - The first project under this collaboration is a renewable energy power plant with a total installed capacity of 61.66 megawatts, with the partner having invested approximately RMB 250 million in the project [1] Group 2 - The board believes that this strategic cooperation will provide the company with quality assets and project resources for RWA business, while also leveraging its technological advantages in information technology services, artificial intelligence, and digital transformation [2] - This strategic cooperation is part of the RWA projects proposed under the framework of the "cryptocurrency asset strategic investment" announcement disclosed on July 24, 2025 [2]

云涌科技公告，2025年上半年营业收入1.3亿元，同比增长26.55%。归属于上市公司股东的净利 润-886.39万元，上年同期净利润573.41万元。公司净利润下滑主要系以下原因所致：1、报告期内公司 聚焦国产化替代、新能源、配网自动化等市场化较高的行业方向，战略性强化市场开拓力度，销售费用 较上年同期增长34.60%。2、报告期内公司明确技术发展目标，将包括虚拟电厂、微网能源管理、储能 技术在内的新能源技术作为公司核心技术重要发展方向，通过技术自研、联合研发及集成创新加速标准 化产品落地，公司研发费用较上年同期增长3.95%。3、报告期内公司持续完善组织架构建设，强化内 部管理水平，管理费用较上年同期增长16.27%。4、公司加强针对信用及资产减值损失的研判，制定并 严格遵守《资产减值准备计提管理办法》，报告期内公司计提信用及资产减值损失-198.43万元，主要 为应收账款坏账损失。 ...

Group 1 - The core viewpoint of the article emphasizes the importance of fundamental research and the evolving landscape of the market, particularly under government policies and the impact of AI on productivity [2][4][6] - The article highlights the increasing government intervention in the market, which is seen as a mechanism to enhance long-term competitiveness and correct market failures [6][7][8] - It discusses the shift in focus towards AI applications, indicating that AI has transitioned from theoretical models to practical productivity tools, which is expected to drive investment returns [9][10] Group 2 - The article outlines the investment strategy of the fund manager, which includes a diversified portfolio across A-shares, Hong Kong stocks, and US stocks, with a focus on sectors like technology, consumer goods, and finance [4][11][12] - It notes the structural drivers behind the A-share market's growth, including enhanced shareholder return awareness and improved global competitiveness of Chinese companies [11] - The article also mentions the importance of dividend stocks in the investment portfolio, defining them as a stabilizing force in the market [13] Group 3 - The article provides insights into the approach for identifying opportunities in emerging markets, emphasizing curiosity, continuous learning, and the importance of thorough research [14] - It stresses the need for organizations to be agile and responsive, leveraging AI tools and expert systems to enhance investment decision-making [14] - The article concludes with a reflection on the balance between optimism and caution in investment strategies, highlighting the necessity of adapting to market changes and maintaining a long-term perspective [14]