Market Overview - The market opened lower but rebounded throughout the day, with all three major indices rising. The total trading volume reached 1.52 trillion [1] - The military industry sector saw a significant surge, with over 20 stocks including North Long Dragon and Great Wall Military Industry hitting the daily limit [1][4] - The robotics sector also performed strongly, with stocks like Zhejiang Rongtai and Dongjie Intelligent reaching their limits [1][6] - Solid-state battery concepts experienced a rise, with Shanghai Xiba hitting a new high [1] Key Sectors Military Industry - The military sector experienced a substantial increase, with stocks like Hengyu Xintong and Aerospace Electronics hitting their daily limits. Notable stocks such as Great Wall Military Industry and North Long Dragon reached historical highs [4] - A catalyst for this surge was the report from Global Times stating that the Pakistani military has integrated Chinese-made Z-10ME armed helicopters into its aviation units [4] Robotics - The robotics sector saw a notable rise, with companies like Zhongma Transmission and Dongjie Intelligent achieving consecutive limit-ups. The World Robot Conference is scheduled to take place from August 8 to 12 in Beijing [6][8] - DJI is set to launch its first sweeping robot product "Romo" on August 6 [6] AI Applications - The AI applications sector continued to perform well, with companies like Nengke Technology and Huashengchang hitting their limits. Barclays reported that the AI website building tool Lovable achieved an annual recurring revenue of $100 million in just eight months [9][11] - OpenAI is expected to officially release the new GPT-5 model in early August, which could significantly impact the AI programming landscape [9][11] Stock Performance - Great Wall Military Industry (stock code: 601606) reached a price of 38.83 with a 10% increase and a market cap of 28.12 billion [5] - Dongjie Intelligent (stock code: 300486) saw a price of 16.99 with a 19.99% increase [7] - Nengke Technology (stock code: 603859) reached a price of 42.61 with a 9.99% increase and a market cap of 10.43 billion [10]

民生证券认为，AI Coding与大模型的发展具有密不可分的关系。大模型自身的预测等能力，在代码补 全、代码生成、需求理解、思考调度等方面发挥关键作用，而IDE作为底层工具则与AI的融合愈发紧 密。 AI编程目前已经成为AI最先落地的核心应用之一，国内外多个科技巨头推出AI编程相关产品，AI或将 率先颠覆他的"创造者"——AI编程。 8月2日，据追风交易台消息，巴克莱在最新研报中称，AI建站工具Lovable在8个月内达到1亿美元年度 经常性收入(ARR)，超越了Cursor等知名AI工具的增长速度，并在18亿美元估值下完成2亿美元A轮融 资。 Lovable的推出引发非技术创作者与专业开发者共鸣。该平台支持用户在聊天界面输入想法，后续由人 工智能接手——生成后端代码、完成连接集成，最终形成产品，实现从"描述应用想法"到获得可行构建 的完整过程。Lovable将此称为vibe coding：用户以简单语言提示AI，系统通过生成、精炼及调试代码 响应。相较长周期、严计划的模式，vibe coding更似即兴创作，兼具快速、灵活与协作性。 根据最新的数据，Lovable 目前拥有超过230万用户和超过18万的付费 ...