7月8日，4200多只个股上涨，981只个股下跌，75只个股涨停，7只个股跌停，市场热点聚焦PCB概念、电力、光伏、钢铁、跨境支付等板块。 | | 代码 | 名标 | 几天几板 价格 | 涨幅% 涨停分析 | 换手率 | 成交额 | 首次涨停时间 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 600744 | 华银电力 | 6天5板 7.37 | +10.00% 中报预增+电力+新能源+国企 | 18.13% | 26.85亿 | 09:30:46 | | 2 | 601003 | 柳钢股份 | 6天5板 5.23 | +10.11% 钢铁+防城港优势+一季报增长 | 9.83% | 11.97亿 | 13:15:16 | | 3 | 603256 | 宏和科技 | 6大4板 22.28 | +10.02% 高性能玻纤布+PCB概念+一季 | 4.48% | 8.44 乙 | 09:50:25 | | 4 | 002623 | 亚玛顿 | 5大4板 24.62 | +10.01% 元伏玻璃减产+超薄元伏玻璃 | 23.35% | 10.26 ...

机构动向 今日机构参与度较昨日有所提升，净买卖额超1000万元个股共2 0只，净买入6只，净卖出 1 4只， 其中净买入大智慧5 .4亿、中油资本9346万、塞力医疗8 3 1 4万，净卖出东材科 技。 焦点公司 从板块来看，算力硬件股集体爆发，工业富联封涨停，胜宏科技等多股再创历史新高。光 伏概念股盘中再度拉升，权重股通威股份涨停， 人气股亚玛顿上演"地天板"。 此外，大金融、稳定币、游戏等方向轮番活跃。板块方面，光伏、PCB、CPO、游戏等板 块涨幅居前，保险、银行、电力等板块跌幅居前。 市场全天震荡走高，创业板指领涨，沪指逼近3500点。沪深两市全天成交额1 . 4 5万亿， 较上个交易日放量2 4 5 3亿。 盘面上， 市场热点较为杂乱 ，个股涨多跌少，全市场超420 0只个股上涨。 ...

Market Performance - The ChiNext Index rose by 2.39%, closing at 2181.08 points, with a total trading volume of 436.544 billion yuan, an increase of 90.032 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 1167 stocks closed higher, with 15 stocks rising over 10%, including Xinling Electric, International Composite Materials, and Shouhang New Energy, which hit the daily limit [1] - The average turnover rate for the ChiNext today was 4.34%, with 67 stocks having a turnover rate exceeding 20% [1] High Turnover Stocks - In the high turnover stocks, 49 stocks increased in value today, with Xinling Electric, Shouhang New Energy, and Yihua New Materials closing at the daily limit [2] - The power equipment sector had the most stocks with a turnover rate exceeding 20%, totaling 10 stocks, followed by the electronics and computer sectors, each with 9 stocks [2] Institutional Activity - Seven high turnover ChiNext stocks appeared on the Dragon and Tiger List, with six stocks showing institutional activity [3] - Among these, Zhongyi Technology had four institutional special seats, with a total net purchase of 24.4925 million yuan, while Longyang Electronics had a net sell of 3.1228 million yuan [3] Capital Flow - Among high turnover stocks, 40 stocks experienced net inflows of main funds, with significant inflows into Kela Software, Tianyang Technology, and Shouhang New Energy, amounting to 291 million yuan, 221 million yuan, and 194 million yuan respectively [4] - The stocks with the highest expected net profit growth include Hanyu Pharmaceutical, with an expected net profit median of 152 million yuan, representing a year-on-year increase of 1567.36% [4] Key Stocks Overview - Xinling Electric closed at 38.09 yuan with a daily increase of 20.01% and a turnover rate of 73.19% [5] - Shouhang New Energy closed at 36.00 yuan with a daily increase of 20.00% and a turnover rate of 49.62% [5] - Zhongyi Technology closed at 50.30 yuan with a daily decrease of 1.80% and a turnover rate of 54.32% [5]

近期市场对于"反内卷"的讨论颇多。一方面，有政策引导的原因。2025年7月1日，中央财经委召开第六次 会议，会议指出，"研究纵深推进全国统一大市场建设"，"依法依规治理企业低价无序竞争，引导企业提 升产品品质，推动落后产能有序退出"。同日《求是》发布文章《深刻认识和综合整治"内卷式"竞争》。 另一方面，"反内卷"又契合了市场的某种交易预期。中银国际的报告中提到，当前市场资金充裕，年初以 来科技、消费、红利等几大板块均有所表现，而周期股估值长期低位，对于短期边际利好更容易计价。 就力度而言，温和是共识。 一方面，有民营企业占比较大的原因。申万宏源的报告中提到，可能涉及"内卷式"竞争行业中，仅煤炭开 采、黑色冶炼、有色冶炼行业民营上市公司数量占比低于50%；从营业收入占比来看，汽车制造、金属制 品、电气机械等行业的民营上市公司营收占比超40%。中信证券的报告中也提到，本轮供需失衡的新兴行 业中，计算机、通信、电子、电力设备及新能源、汽车等行业国央企占比较低，分别为25.2%、28.5%、 23.0%、24.4%、21.3%，绝大部分行业内企业均为民营企业，采用行政手段去产能的可行性相对更低。 另一方面，也要兼顾就 ...

Investment Rating - The report maintains a "Buy" rating for the company with a target price of RMB 35.60, up from the previous RMB 30.00 [4][6]. Core Insights - The company is expected to achieve a net profit attributable to shareholders of RMB 119.58 to 121.58 billion for the first half of 2025, representing a year-on-year growth of 36.84% to 39.12%. The second quarter of 2025 is projected to see a net profit of RMB 67.27 to 69.27 billion, with a year-on-year increase of 47.72% to 52.11% [1][4]. - The growth is primarily driven by the accelerated shipment of the GB200 server and the ramp-up of 800G switches, indicating a strong performance in the second half of 2025 [1][2]. Summary by Sections Cloud Computing Business - In Q2 2025, the company's cloud computing revenue grew significantly, increasing by over 50% year-on-year. AI server revenue surged by more than 60%, while revenue from cloud service provider servers more than doubled [2]. - The growth is attributed to the large-scale shipment of the GB200 series AI chips/servers and increasing demand for AI cabinet products from cloud service providers [2]. Communication and Network Equipment Business - The communication and mobile network equipment segment saw steady growth, particularly in the smartphone metal frame business due to strong sales of high-end and budget AI models [3]. - The revenue from 800G switches reached three times the total revenue for 2024, driven by rising AI demand and an improving product mix [3]. Financial Projections - The report projects the company's net profit attributable to shareholders for 2025 to be RMB 303 billion, with expected growth rates of 30.3%, 24.1%, and 20.1% for 2025, 2026, and 2027 respectively [4][10]. - The earnings per share (EPS) are forecasted to be RMB 1.52, RMB 1.89, and RMB 2.27 for 2025, 2026, and 2027 respectively [10].

截至7月8日收盘，AI手机概念上涨3.22%，位居概念板块涨幅第10，板块内，25股上涨，福蓉科技涨 停，胜宏科技、思泉新材、铂力特等涨幅居前，分别上涨8.99%、8.19%、5.39%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | BC电池 | 4.13 | 中船系 | -0.45 | | 硅能源 | 4.02 | 生物质能发电 | 0.03 | | PCB概念 | 3.86 | 足球概念 | 0.09 | | 铜缆高速连接 | 3.60 | 幽门螺杆菌概念 | 0.15 | | 低辐射玻璃(Low-E) | 3.55 | 冰雪产业 | 0.18 | | TOPCON电池 | 3.52 | 乳业 | 0.18 | | 钙钛矿电池 | 3.40 | 重组蛋白 | 0.19 | | AI PC | 3.32 | 转基因 | 0.20 | | HJT电池 | 3.22 | 可控核聚变 | 0.23 | | AI手机 | 3.22 | 芬太尼 | 0.24 | | 代码 | 简称 | 今日涨跌幅 | 今日换手率 ...

【导读】发生了什么？亚玛顿上演 " 地天板 " ，千亿巨头工业富联涨停 中国基金报记者 安曼 市场又开始相信 " 光 " 了。 7 月 8 日早盘，光伏玻璃、光伏逆变器、光模块等板块领涨。下跌方面，保险、银行、电 力、可控核聚变等板块跌幅居前。 | | | Wind热门概念指数 | | | | --- | --- | --- | --- | --- | | 光伏玻璃 | 光伏逆变器 | 钙钛矿电池 | 电路板 | 光伏屋顶 | | 5.42% | 4.82% | 4.34% | 4.32% | 4.29% | | HJT电池 | 硅能源 | 光伏 | 电源设备 | CRO | | 4.14% | 4.01% | 3.95% | 3.88% | 3.83% | | 核电 | 反关税 | 号文件 | 冰雪旅游 | 生物育种 | | -0.29% | -0.35% | -0.40% | -0.41% | -0.47% | | 航空运输 | 电力股 | 银行 | 中船系 | 水电 | | -0.49% | -0.53% | -0.67% | -0.87% | -1.16% | 截至收盘，上证指数涨 0.58% ，深成 ...

Group 1 - The 20th United Nations Internet Governance Forum (IGF) was held in Norway, where Tsinghua University released a significant research report focusing on China's smart social governance practices, contributing Chinese wisdom to global digital civilization construction [1] - Lenovo's "AI Smart Yuncheng Wooden Pagoda Protection Project" was highlighted as a representative case of digital heritage protection, showcasing innovative practices in the field of ancient building digital preservation [1][2] - The forum's theme was "Building Governance Together," with participation from over 10,000 representatives from more than 170 countries, discussing topics such as digital inclusion and AI ethics [1] Group 2 - The rapid development of AI and smart technologies is driving a transformation towards a smart society, creating new opportunities while also changing production, lifestyle, and social governance [2] - Lenovo is positioning itself as a global leader in the digital economy by developing a comprehensive AI capability that spans from end devices to infrastructure and solutions, focusing on enhancing human well-being [2] - The Yuncheng Wooden Pagoda, a significant cultural heritage site, is undergoing digital preservation due to its historical importance and the need for scientific protection methods [2][3] Group 3 - In 2023, Lenovo partnered with Tsinghua University's School of Architecture to initiate the "Smart Yuncheng Wooden Pagoda Project," which aims to create a digital twin of the pagoda using AI and metaverse technologies [3] - The project enhances visitor experiences through innovative simulations and aims to activate the historical and cultural value of the pagoda, providing new possibilities for creative transformation and innovative development of cultural heritage [3] - By 2025, Lenovo plans to upgrade the technical solutions for the pagoda's protection, utilizing its self-developed intelligent six-legged robotic dog for tasks such as smart scanning and site security [3] Group 4 - Lenovo is also focusing on biodiversity protection and green low-carbon initiatives, aiming to transform local innovations into replicable technological solutions for global challenges [4] - Tsinghua University's Institute of Smart Social Governance emphasizes the importance of collaboration across society to explore governance in the smart society and promote a harmonious digital future [4]

智通财经APP获悉，在美国总统唐纳德·特朗普为十多个国家设定关税后不久表示愿意继续进行贸易协议谈判之 后，多数新兴市场货币兑美元汇率收复汇率失地并转向上涨。 在隔夜大幅下跌的韩元汇率强势反弹，领涨亚洲新兴市场货币，升幅约 0.6%，收复隔夜全部跌幅;泰铢也抹平 了早盘的跌势。这些动作成为新兴市场货币温和反弹的重要部分，周一汇率遭遇重挫的南非兰特亦小幅走高。 据了解，美东时间周一美股午盘时间段，特朗普在社交媒体平台上发布了致日本首相石破茂、韩国总统李在明 的信件，表示美国将自2025年8月1日起对所有日本和韩国产品征收25%的关税。 此后，特朗普陆续公布了美国对另外12个国家的基准关税税率。从8月1日起，美国将对哈萨克斯坦、马来西 亚、突尼斯输美产品征收25%关税，将对南非和波黑征30%、印尼征32%、孟加拉国和塞尔维亚征35%、泰国和 柬埔寨征36%、老挝和缅甸征40%关税。 但是对于这些收到有关贸易信函的国家来说，特朗普签署行政命令将原定7月9日的关税谈判截止期推迟至8月1 日。 "'坚定但非百分百'的表态让市场再度进入'特朗普周二墨西哥玉米饼'(TACO Tuesday)的逢低买入交易模式，"驻 扎悉尼的 ...

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。本栏 目由虎嗅出品。 热点追踪 【美国总统特朗普宣布对韩国和日本征收25%的关税】 据央视新闻，当地时间7月7日，美国总统特朗普在社交媒体平台上发布了致日本首相石破茂、韩国总统李在明 的信件，宣布美国将自2025年8月1日起对所有日本和韩国输美产品征收25%的关税。 特朗普表示，尽管美国与韩国和日本之间存在巨额贸易逆差，美国仍决定继续与两国合作。然而，美国决定以 更加平衡、公平的贸易为前提，继续向前推进。特朗普称，贸易逆差已对美国经济乃至国家安全构成重大威 胁，因此必须作出改变。自2025年8月1日起，美国将对所有韩国和日本产品征收25%的关税，此项关税将独立 于各类行业性关税。此外，任何试图通过第三国转运来规避该关税的做法，也将被征以更高的关税。 特朗普警告称，如果日韩两国以提高关税作为回应，美国也将在25%的基础上再提高同等额度的关税。 【东亚杯首战国足0比3不敌韩国，对阵韩国六连败且一球未进】 据澎湃新闻，北京时间7日晚间7点，2025东亚杯首轮，韩国队在龙仁主场迎来和中国队的比赛，上半场韩国队 20分钟内先后打进两球 ...