中电鑫龙（002298.SZ）8月25日在投资者互动平台表示，公司目前不涉及您提及的业务，也未在年报中 披露过您提及的相关表述。公司所有信息均以公司指定的《证券时报》、《中国证券报》、《上海证券 报》及巨潮资讯网上刊登的信息为准。谢谢！ （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司是否给苹果折叠屏供货？ ...

市场人士王章亮认为，若量能不足，后续或回踩10日均线3430点。具体板块方面，关注半导体设备 龙头及材料环节。AI硬件与消费电子也可关注，苹果折叠屏研发催化产业链，叠加15%的AI眼镜补 主力资金早间净流入计算机、基础化工等板块，净流出银行、电子等板块。 具体到个股来看，华峰超纤、海联金汇、华银电力获净流入8.46亿元、7.97亿元、7.95亿元。 净流出方面，贵州茅台、宁德时代、中国神华遭抛售6.29亿元、4.03亿元、3.69亿元。 机构观点 2025.07. 07 作者 | 一财资讯 截至午盘，沪指报3465.05点，跌0.21%，深成指报10434.83点，跌0.7%，创业板指报2129.34 点，跌1.25%。 盘面上，跨境支付、稳定币概念股走强，电力股表现活跃，中船系、多元金融、房地产、足球概念涨 幅居前；CPO、机器人、消费电子、创新药等板块走弱。 全市场近3000股上涨。 | 板块名称 | 老人都是 | | | --- | --- | --- | | 中船系 | +3.30% | +0.12% | | 2025中报"网博 | +2.64% | +0.04% | | 电力 | +2.54% | ...

先聊政策面。有两个信号特别关键：一是7月下旬的政治局会议临近，市场对稳增长政策的期待升温，尤其是科技（AI、半导体）和新消费（智能家居、服 务消费）可能成为政策催化的重点。二是特朗普政府取消了部分对华芯片设计软件出口限制，这对半导体行业是个实打实的利好，尤其是芯片设计公司，今 儿开盘可能会有反应。另外，超长期特别国债的增加和消费品以旧换新补贴的扩大，对消费电子板块也是个强心针，立讯精密、歌尔股份这些果链龙头最近 订单量明显在往上走。 技术面来看，昨天沪指缩量微涨0.18%，收在3461点，没能有效站稳3463点，而且15分钟级别MACD出现了顶背离，这得小心回踩3440 - 3450点的支撑。创 业板表现相对强势，日线MACD金叉，突破2150点后技术形态转强，如果量能配合，可能冲击2180 - 2200点区间。科创50指数昨天收了小阳线，但疑似下跌 中继形态，要是接下来两天不能拉出中大阳线，后市可能得谨慎。 资金动向方面，北向资金昨天沪股通净流入8.7亿，但深股通净流出32.3亿，显示外资对科技股还是有分歧。主力资金则明显在往高景气赛道集中，消费电子 和半导体分别净流入50.6亿和31.9亿，而汽车零部件、 ...

在今日的荣耀Magic V5暨AI终端生态发布会后，荣耀CEO李健、荣耀CFO彭求恩、荣耀产品线总裁方 飞与媒体对话。对于传闻中的苹果折叠屏，荣耀产品线总裁方飞表示，期待苹果折叠屏。荣耀最早进入 折叠屏领域时一穷二白，没有一张图纸。荣耀Magic V5发布后，在这个赛道上希望有真正的对手，我 们现在快接近无人区了。自信的看到，荣耀已经引领了整个行业。"苹果加入对我们是一种激励，也认 为折叠屏赛道值得加入，也会有更多的玩家和体验。非常欢迎和期待与苹果同场竞技。"她说。(新浪科 技) ...

Summary of Key Points from Conference Call Industry Overview - The conference call primarily discusses the AI industry, public cloud services, and the renewable energy sector, with a focus on companies like Huoshan Engine, Guoneng Rixin, and Zhongji Xuchuang [2][9][13]. Core Insights and Arguments AI Industry - Huoshan Engine leads the domestic public cloud large model invocation market with a 46.4% market share [2][3]. - Daily invocation of Huoshan Engine's Daobao model increased from 4 trillion tokens in December 2024 to over 16.4 trillion tokens by May 2025, indicating rapid growth [3]. - AI tool token consumption has surged, with programming tools increasing by 8.4 times and general tools by 10 times [2][3]. - Visual understanding models in K12 education have seen a 12-fold increase in token consumption [2][3]. - Daily token consumption for intelligent inspection videos and video retrieval has surpassed 10 billion [4]. Pricing Strategy - Huoshan Engine's Daobao 1.6 pricing strategy varies by input range, significantly reducing costs for enterprises, especially for requests within the 0-32K range, where costs can drop by 63% [5]. Demand for Computing Power - The AI era is driving a shift from BI to multi-modal data processing, increasing demand for computing power [6]. - Domestic computing power is currently in short supply, with potential price increases expected in the second half of the year [21]. - Despite NVIDIA's potential return to the Chinese market, domestic computing power still has significant growth potential [21]. Renewable Energy Sector - The National Development and Reform Commission's green electricity direct supply policy benefits Guoneng Rixin and Langxin, enhancing their competitive edge in renewable energy generation efficiency [9]. - Guoneng Rixin's products and services are expected to help reduce waste in wind and solar energy generation [9]. Optical Module Market - The demand for optical modules is rapidly increasing, with expectations of 15-17 million units of 800G products needed by 2025 and optimistic projections of 25-30 million units by 2026 [13]. - Zhongji Xuchuang is highlighted as a leading player in the optical module market, with significant potential for rebound and sustained growth [13]. International Expansion and Market Dynamics - Companies like Changfei Fiber have improved their performance, with revenue and profit growth returning to levels seen in 2021 and 2022 [15][16]. - The international market is opening new opportunities, with overseas revenue exceeding 30% [16]. - The hollow fiber technology is identified as a key growth driver for Changfei Fiber, with significant investments from major players like Microsoft [17]. Other Important Insights - The AI industry is expected to see a new wave of growth if major models are upgraded in the coming months [6]. - The consumer electronics sector is anticipated to benefit from innovations in foldable screens and wearable devices, with significant sales expected [23][24]. - The electronic sector is currently facing challenges but may see valuation recovery opportunities, particularly in the consumer electronics segment [19]. This summary encapsulates the key points discussed in the conference call, highlighting the trends, opportunities, and challenges within the AI and renewable energy sectors, as well as the performance of specific companies.