Group 1 - The ChiNext Index rose by 3.82%, and the Sci-Tech 50 Index surged over 7%, indicating a strong performance in the AI technology sector [1] - Tianpu Co., Ltd. achieved a five-day consecutive increase in stock price, reflecting positive market sentiment [1] - Companies like Feile Audio and Tianfu Communication are expanding their product offerings in automotive electronics and high-power semiconductor chips, respectively [3][5] Group 2 - Nvidia's CFO predicts that AI infrastructure spending will reach $3-4 trillion by 2030, highlighting the growing investment in AI technologies [3] - Longfly Optical Fiber, a leading global player in the optical fiber and cable industry, has secured projects with advanced hollow core technology [3] - Companies such as East Mountain Precision and Deep South Circuit are making significant moves in the PCB and electronic materials sectors, with acquisitions and expansions planned [5][6] Group 3 - The State Council has issued guidelines to promote the development of the satellite communication industry, indicating government support for this sector [6] - Companies like Aibisen and Tianfu Communication reported substantial year-on-year profit growth, with increases of 30.84% and 37.46%, respectively [6] - The domestic ETC chip market leader reported a 149.33% increase in net profit for the first half of the year, showcasing strong financial performance [6] Group 4 - The market transaction volume has consistently exceeded 2 trillion, with the Shanghai Composite Index reaching a 10-year high, reflecting robust market activity [10] - Companies in the rare earth sector, such as China Minmetals, are experiencing significant performance increases, driven by new regulatory measures [10] - The government is accelerating the cultivation of new growth points in service consumption and new consumption models, indicating a shift in economic focus [10]

（原标题：揭秘涨停丨热门股回应未被立案调查，封单资金近3亿元！） 今日22股封单资金超1亿元。 涨停战场： 天娱数科以2.95亿元封单资金居首 据证券时报·数据宝统计，8月7日，从收盘涨停板封单量看，际华集团、天娱数科、吉视传媒排名前三，依次有41.86万手、39.66万手、32.37万 手；另有北纬科技、国创高新、华映科技封单量在20万手以上。 从连续涨停天数看，*ST东晶、*ST宇顺斩获5连板；北纬科技、福日电子、国机精工实现4连板；ST晨鸣、洪通燃气、日海智能、中欣氟材、华光 环能均收获3连板。 以封单金额计算，今日22股封单资金超过1亿元。其中，天娱数科、东芯股份、赛诺医疗、北纬科技、华胜天成和际华集团封单资金均在2亿元以 上。 天娱数科预计上半年实现归母净利润1800万元—2600万元，同比实现扭亏为盈。公司表示，上半年数据流量业务较上期有所增长，同时公司加大 各项降本增效措施，对报告期的业绩产生了一定的正向影响。公司今日在互动平台表示，公司未被立案调查，目前公司及子公司生产经营秩序正 常。 稀土永磁板块多股涨停 1. 稀土永磁 涨停个股：正海磁材、宁波韵升等 正海磁材：公司主营业务包括高端稀土永磁 ...