从资金流向上来看，当日IT服务板块主力资金净流出27.59亿元，游资资金净流入9.43亿元，散户资金净 流入18.16亿元。IT服务板块个股资金流向见下表： 证券之星消息，8月7日IT服务板块较上一交易日下跌0.34%，*ST云创领跌。当日上证指数报收于 3639.67，上涨0.16%。深证成指报收于11157.94，下跌0.18%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 605398 | 新炬网络 | 34.72 | 10.01% | 13.88万 | | 4.61亿 | | 600410 | 华胜天成 | 13.19 | 10.01% | 181.48万 | | 23.13亿 | | 835184 | 園源科技 | 23.43 | 6.07% | 14.95万 | | 3.44亿 | | 300609 | 汇纳科技 | 47.88 | 4.66% | 12.68万 | | 5.96亿 | | 002331 | 皖遵科技 | 9.25 | ...

专题：金麒麟|2025金牌董秘评选 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 由新浪财经主办的第十一届金麒麟·金牌董秘评选火热进行中！评选期间推出《董秘说》专访活动，助 力投资者深入了解上市公司资本价值和发展战略。本期，董秘陈翔做客《董秘说》，带你走进海联讯 >> 金麒麟2025 金牌量秘评步 第十一届 陈翔 海联讯董事会秘书 C 在当前"百舸争流"的IT服务市场,竞争是常态, 也是企业进化的催化剂。海联讯深耕电力行业、 以技术为驱动、以服务为根基。 陈翔：在当前"百舸争流"的IT服务市场，竞争是常态，也是企业进化的催化剂。海联讯深耕电力行业、 以技术为驱动、以服务为根基。我认为公司的核心优势主要体现在"深度"与"信度"两个方面。 "深度"体现在对电力行业的深刻理解，公司不仅仅是服务的提供者，更是客户业务模式的"知音人"。公 司的解决方案是"长"在客户业务场景里的，公司采用以"需求导向+场景定制"模式满足客户的差异化需 求，通过"咨询规划-方案设计-系统集成-智能运维"的一站式服务体系，能为客户提供从需求响应、规划 设计、落地实施、持续优化的全生命周期管理的服务闭环。 "信度" ...

Financial Data and Key Metrics Changes - Consolidated net sales for Q2 2025 were $6 billion, up 10% year-over-year [8] - Gross profit was $1.2 billion, an increase of 5% [8] - Non-GAAP operating income rose to $520 million, up 2% [8] - Non-GAAP net income per share was $2.60, reflecting a 4% increase [9] - Adjusted free cash flow for the quarter was $210 million [9] Business Line Data and Key Metrics Changes - Corporate net sales increased by 18%, while small business sales rose by 13% [12] - Health care sales surged by 24%, while education saw an 11% decline [13] - Hardware sales grew by 9%, driven by infrastructure solutions and client devices [17] - Software sales increased by 16%, with strong growth across all markets except K-12 [18] - Services revenue was up 8%, with professional managed services growing by 13% [18] Market Data and Key Metrics Changes - The commercial market showed strong performance, offsetting declines in federal and education sectors [12][14] - UK and Canadian operations reported a combined top line increase of 12% [16] - Federal market performance was mixed, with a 3% increase in government sales but declines in federal purchases [15] Company Strategy and Development Direction - The company maintains a focus on full stack, full life cycle solutions to address customer needs [6][19] - Strategic investments in services capabilities are seen as key differentiators in the market [19] - The company aims to navigate market dislocations in government and education while leveraging its scale and expertise [24][25] Management's Comments on Operating Environment and Future Outlook - Management expects continued challenges in the government and education sectors for the remainder of the year [23][24] - The outlook for 2025 remains cautious, with low single-digit growth anticipated for the IT market [23][38] - Management emphasizes a commitment to delivering customer value and executing with precision [25] Other Important Information - Non-GAAP SG&A expenses totaled $722 million, up 7.2% year-over-year [30] - The company returned approximately $150 million in share repurchases and $82 million in dividends during the quarter [33] - The liquidity position remains strong, with cash and revolver availability of approximately $1.7 billion [32] Q&A Session Summary Question: Performance vs. Market Expectations - Analyst inquired about the company's outperformance relative to market expectations and share gain [43] - Management confirmed confidence in outperforming the market by 200 to 300 basis points, attributing recent performance to strong execution and customer demand [44][45] Question: Product Segment Performance - Analyst asked about the performance of hardware segments and market cycles [46] - Management noted mid-cycle strength in client devices and an uptick in infrastructure hardware demand [47][48] Question: Corporate Market Strength - Analyst sought clarification on the motivating factors behind strong corporate market performance [54] - Management highlighted pent-up demand and strategic investments as key drivers [57][59] Question: Free Cash Flow Conversion - Analyst questioned the subdued free cash flow conversion rate [67] - Management attributed this to timing effects and expects improvement in the second half of the year [68] Question: AI Impact on Revenues - Analyst asked about the influence of AI on client device upgrades and data center demand [97] - Management indicated a growing urgency around AI, with increased conversations and demand across all product lines [99][100]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300166 | 东方国信 | 12.71 | 20.02% | 253.44万 | | 30.23亿 | | 688039 | 当虹科技 | 58.56 | 20.00% | 14.11万 | | 7.42亿 | | 688500 | 慧辰股份 | 89.30 | 16.35% | 7.20万 | | 6.06亿 | | 300167 | ST迪威迅 | 7.29 | 15.17% | - 29.79万 | | 2.05亿 | | 002331 | 皖通科技 | 8.91 | 10.00% | 61.49万 | | 5.38亿 | | 002373 | 干方科技 | 11.83 | 7.74% | 96.15万 | | 11.13亿 | | 688258 | 卓易信息 | 75.63 | 6.97% | 9.85万 | | 7.13亿 | | 301185 | 鸥玛软件 | 22.27 | 6.30% | 18.78万 | | 4 ...

来源：新浪证券-红岸工作室 8月6日，数码视讯涨1.19%，成交额2.71亿元，换手率3.56%，总市值84.99亿元。 异动分析 数据确权+数字货币+跨境支付(CIPS)+网络安全+互联网金融 1、2021年年报显示：子公司快视听致力于利用区块链技术赋能行业，拓展公司相关技术在元宇宙发展 中的应用。旗下洞壹元典平台通过发行数字藏品，充分发挥区块链底层技术防篡改、可验证的属性，面 向文化艺术、音乐、时尚潮玩、零售等领域，为数字内容提供新的确权和版权证明。并通过数字藏品这 一载体，创造全新的数字内容销售、传播、品牌营销的模式。进一步在数字艺术品收藏、粉丝经济、元 宇宙数字资产等核心业务场景中发挥确权价值。 2、公司已经开展了数字货币应用产品研发工作，同步正在积极推进市场合作。全资子公司丰付支付致 力于为普及数字货币支付场景提供技术支撑。 3、2025年6月26日互动易：子公司支付公司已获得跨境人民币支付展业资质，并拥有互联网支付牌照、 电视支付牌照，与支付清算机构合作，形成了覆盖国内银行及业务场景多样化的产品体系，开拓了电子 商务、直播、社交、新媒体、广电端购物消费、游戏、公共事业代缴费（单位/机构）、广电运营 ...

Group 1 - The core viewpoint is that the Chinese government is increasingly prioritizing "Artificial Intelligence+" in its policy framework, with significant implications for the TMT sector from March 2024 to July 2025 [1] - The TMT sector is expected to see substantial growth, particularly in hardware, with overseas computing-related components like PCBs and optical modules leading the market [1] - The application side of AI is currently lagging, but there are low fund positions in IT services and software development, indicating potential investment opportunities [1] Group 2 - The ChiNext AI ETF (159388) tracks the ChiNext AI Index (970070), which can experience daily fluctuations of up to 20% [1] - The index includes companies involved in AI technology development and application, covering sectors such as software and hardware R&D, and aims to reflect the overall development level and market performance of emerging tech companies in China [1] - The industry allocation of the index is primarily concentrated in information technology and high-end manufacturing sectors [1]

Group 1 - IT service concept stocks showed active performance on August 6, with Dongfang Guoxin hitting the daily limit up of 20%, Qianfang Technology rising over 8%, and Zhuoyi Information increasing by more than 7% [1] - The CANN hardware enabling platform and Mind series application enabling suite were announced at the Ascend Computing Industry Development Summit, promoting open-source initiatives and collaboration within the AI industry [3] - The urgency for domestic companies to accelerate technological innovation in the face of ongoing foreign technology sanctions has been emphasized, highlighting the importance of self-controllable development in the Xinchuang industry [3][4] Group 2 - The Xinchuang industry is transitioning from policy-driven to a dual-driven model of policy and market, with significant growth expected in market size, projected to reach over 2.6 trillion yuan by 2026 [4] - The Xinchuang ETF fund (562030) tracks the CSI Xinchuang Index, which covers key segments of the Xinchuang industry, indicating high growth and elasticity potential [6] - Four investment logic points for the Xinchuang industry include the urgent need for self-control due to geopolitical tensions, increased government procurement, breakthroughs in domestic technology, and the critical timing for procurement standards [6]

Market Overview - The three major indices in the A-share market opened slightly lower but fluctuated to turn positive during the morning session, with the Shanghai Composite Index at 3627.54 points, up 0.27%, the Shenzhen Component Index at 11158.42 points, up 0.46%, and the ChiNext Index at 2352.58 points, up 0.39% [1] Sector Performance - The leading sectors in terms of gains included military equipment (up 3.86%), military electronics (up 2.21%), and rubber products (up 1.96%) [2] - Conversely, the sectors with the largest declines were traditional Chinese medicine (down 1.91%), pharmaceutical commerce (down 1.12%), and chemical pharmaceuticals (down 1.04%) [2]

证券之星消息，8月5日IT服务板块较上一交易日上涨0.1%，运达科技领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。IT服务板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日IT服务板块主力资金净流出14.21亿元，游资资金净流入3.57亿元，散户资金净 流入10.64亿元。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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600536 中国软件 | | 2.01亿 | 15.03% | -7227.95万 | -5.41% | -1.29 Z | -9.62% | | 300687 | 赛意信息 | 1.26亿 | 8.32% | -4775.49万 | -3.15% | -7836.44万 | -5.17% | ...

Group 1 - The core argument of the articles highlights India's strategic positioning against the U.S. through economic leverage, military autonomy, and diplomatic maneuvering [2][3][5] - India's economy, valued at $4.19 trillion, allows it to challenge U.S. tariffs, as exports to the U.S. only account for 2.1% of its GDP, while U.S. companies profit significantly from the Indian market [2] - The Indian pharmaceutical industry plays a crucial role in global supply chains, supplying 20% of the world's generic drugs and 60% of vaccines, which gives India leverage over U.S. healthcare costs [2] Group 2 - Despite a low per capita GDP of $2,880, India's large population of 1.46 billion presents significant consumer potential, making it a key market for U.S. companies like Walmart and Amazon [3] - India's military capabilities are advancing, with a global firepower ranking of fourth, and it is developing indigenous military technologies in collaboration with Russia, enhancing its defense autonomy [5] - India's strategic partnerships, such as with Russia for energy and military technology, provide a robust defense against U.S. pressure, exemplified by the S-400 missile system collaboration [3][5] Group 3 - India's diplomatic strategy includes a shift from supporting U.S. resolutions to advocating for its own interests, as seen in its voting patterns at the UN [6] - The rejection of the U.S.-led IPEF trade framework in favor of regional cooperation through the Shanghai Cooperation Organization indicates India's intent to challenge U.S. economic dominance [8] - India's efforts in semiconductor manufacturing and AI development reflect its ambition to reshape global supply chains and attract foreign investment, further enhancing its economic position [8] Group 4 - India's legal strategies, such as its WTO case against U.S. tariffs, demonstrate its adeptness at using established international rules to counter U.S. actions [9] - The push for reforms in international institutions like the UN Security Council and the expansion of BRICS signifies India's desire to establish a dual-track influence in global governance [9] - India's positioning as a representative of the Global South aims to garner international support while bolstering domestic nationalism, as reflected in rising public approval ratings [8][9]