| 板块方面，影视、液冷服务器、CPO、金融科技等板块涨幅居前，煤炭等少数板块下跌。 | | --- | | 稀土 | | | 小基站 | | 首板非ST | | --- | --- | --- | --- | --- | --- | | 炒股软件 | | 7.11% | 6.87% | | 6.27% | | 13.26% | | 通信金股 | 服务器 | 影视 | 网络切片 | | 5.43% | | 5.87% | | 5.38% | 5.21% | | Kimi | | | | 光芯片 | 摄像头 | | 液冷服务器 7.97% | | 短剧游戏 | 4.88% | 4.74% | 4.70% | | 5.70% | | | | | | | 智谱AI | | | | 华鑫证券金股 | | | 4.83% | | | | 4.69% | 招商证 养金股 | | 光模块(CPO) | | 打板 | | | | | 7.24% | | 5.68% | 光通信 | 服务机器人 | 4.59% | | 4.83% | | | | 4.62% | | | 黄金珠 | | 挖掘机 | 工业金属精 | | | | - ...

Group 1 - The company, Sitergy (300608.SZ), has stated that it currently has no established partnership with Zhipu AI [1]

Core Insights - The article discusses the rapid advancements in the AI large model industry, highlighting the emergence of "embodied intelligence" as a significant trend, with major companies showcasing their latest technologies at the World Artificial Intelligence Conference (WAIC) [15][16][27]. Group 1: Industry Trends - The WAIC attracted over 350,000 attendees and featured more than 800 exhibitors, showcasing over 3,000 cutting-edge technologies, indicating a strong interest in AI applications and industry collaboration [15]. - The trend of "embodied intelligence" is shifting AI from virtual environments to physical applications, such as robots and smart devices, enhancing real-world interactions [15][16]. - The development of multi-agent systems is becoming prominent, allowing multiple AI agents to collaborate on complex tasks, improving efficiency and aligning with real-world operational logic [17][18]. Group 2: Major Company Developments - Alibaba launched several models at WAIC, including the Qwen3 series, which outperformed closed-source models in various evaluations, emphasizing its commitment to open-source AI [21][22]. - ByteDance introduced new models like Doubao 3.0 for image editing and a simultaneous interpretation model, showcasing its diverse AI capabilities across different domains [23][24]. - Huawei unveiled the Ascend 384 super node, achieving 300 PFLOPS computing power, significantly enhancing the performance of large models [26][27]. Group 3: Open Source Initiatives - The open-source movement in the AI sector is gaining momentum, with major companies like Alibaba and ByteDance releasing models to foster innovation and collaboration within the developer community [19][20]. - The open-source models are expected to accelerate application development and attract more talent and resources into the ecosystem, marking a new phase in the domestic AI landscape [20]. Group 4: Performance Metrics - The GLM-4.5 model from Zhiyuan AI achieved a significant reduction in inference costs while maintaining high performance across various benchmarks, indicating advancements in model efficiency [40]. - The Kimi K2 model from Moonlight achieved a high performance rating in mathematical reasoning and multi-language support, setting a new standard for open-source models [47][48].

Market Overview - The A-share market experienced a collective adjustment with all three major indices falling over 1% on August 1, 2025, with the Shanghai Composite Index closing at 3573.21, down 1.18% [1] - The Shenzhen Component Index closed at 11009.77, down 1.73%, and the CSI 300 Index closed at 4075.59, down 1.82% [1] Sector Performance - The top-performing sectors included Computer (up 0.39%) and Communication (up 0.06%), while the worst-performing sectors were Steel (down 4.08%) and Non-ferrous Metals (down 3.19%) [2] - Notable concept stocks that performed well included Liquid Cooling Servers (up 1.86%) and Smart AI (up 1.73%), while sectors like Special Steel Concept and Low-E Glass saw declines of 3.20% and 3.07% respectively [2] Future Outlook - The market showed signs of volatility with the Shanghai Composite Index breaking below the 3600-point mark, indicating potential short-term selling pressure [5] - The manufacturing Purchasing Managers' Index (PMI) for July was reported at 49.3%, a decrease of 0.4 percentage points from the previous month, indicating a slight decline in manufacturing activity [4] - The non-manufacturing business activity index was at 50.1%, also down by 0.4 percentage points, but still above the critical point, suggesting overall expansion in business activities [4] - The report suggests a focus on sectors such as TMT (Technology, Media, and Telecommunications), public utilities, pharmaceuticals, and finance for mid-term investment opportunities [5]

| 两市成交额:1.14万亿 | 较上一日:+562亿 | | --- | --- | | 今日预测量能: | 1.85万亿 [ +100亿 ] | 涨停表现 凤凰网财经讯 7月31日，市场早盘震荡分化，沪指震荡调整，创业板指冲高回落。截至午间收盘，沪指 跌0.68%，深成指跌0.45%，创业板指涨0.43%。沪深两市半日成交额1.14万亿，较上个交易日放量562 亿。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 涨幅% | | 涨跌 | 涨速% | 息于 | 现手 金额 | | 上证指数 | 3591.26 | -0.68 | -24.46 | 726/1557 | 0.04 | 3.96 7. | 3.65万 4997.59亿 | | 深证成指 | 11152.77 | -0.45 | -50.26 | 1064/1765 | 0.09 | 4.4247 | 824 6430.29 7. | | 北证50 | 1441.38 | 0.12 | 1.74 | 96/166 ...

午评：沪指半日跌0.68% AI硬件、创新药概念股再度大涨 智通财经7月31日电，市场早盘震荡分化，沪指震荡调整，创业板指冲高回落。沪深两市半日成交额 1.14万亿，较上个交易日放量562亿。盘面上热点较为杂乱，个股跌多涨少，全市场超3400只个股下 跌。从板块来看，AI硬件股再度大涨，中际旭创等多股再创历史新高。AI应用股跟随走强，易点天下 20CM涨停。创新药概念股持续活跃，康缘药业等多股涨停。下跌方面，钢铁、煤炭等周期股集体调 整，安阳钢铁跌超5%。板块方面，智谱AI、液冷服务器、CPO、创新药等板块涨幅居前，钢铁、煤 炭、油气、有色金属等板块跌幅居前。截至收盘，沪指跌0.68%，深成指跌0.45%，创业板指涨0.43%。 ...

Group 1 - The event "AI + Business Applications" was held in Xi'an, aiming to create a significant platform for AI commercial application display and industry connection in the northwest region of China [1] - The event featured keynote speeches from industry elites and academic experts, discussing the role of AI technology in economic development, industrial upgrading, and talent cultivation [2] - Notable presentations included topics such as "Commercial Reconstruction in the Era of Large Models" and "Embodied Intelligence: The Next Generation of AI Commercialization" [2] Group 2 - The AI China Development Alliance Xi'an Forum was held alongside the event, showcasing the latest achievements and broad prospects of AI technology in commercial applications [2] - The establishment of the "AI Venture Capital Alliance" was initiated by ten organizations, including the Shaanxi Provincial Venture Capital Association and the National Supercomputing Center (Xi'an) [2]