每经记者｜杨建 每经编辑｜彭水萍 （一）重要市场新闻 1、近日，中国人民银行、国家金融监督管理总局、中国证监会联合发布《金融机构客户尽职调查和客 户身份资料及交易记录保存管理办法（征求意见稿）》，面向社会公开征求意见。这份新规中最引人注 目的变化是：取消了2022年版监管规则中关于个人办理单笔5万元以上现金存取业务需"了解并登记资金 来源或用途"的硬性要求。 2、8月9日，国家统计局公布7月CPI数据。国家统计局城市司首席统计师董莉娟表示，7月份，扩内需 政策效应持续显现，居民消费价格指数（CPI）环比由上月下降0.1%转为上涨0.4%，同比持平。受暑期 出游旺季影响，飞机票、旅游、宾馆住宿和交通工具租赁费价格环比分别上涨17.9%、9.1%、6.9%和 4.4%，涨幅均高于季节性水平，合计影响CPI环比上涨约0.21个百分点。工业生产者出厂价格指数 （PPI）环比降幅比上月收窄0.2个百分点至-0.2%，同比下降3.6%，降幅与上月相同。 （二）行业掘金 1、据报道，华为将于8月12日在2025金融AI推理应用落地与发展论坛上，发布AI推理领域的突破性技 术成果。据透露，这项成果或能降低中国AI推理对HBM ...

Group 1 - The artificial intelligence sector in the Sci-Tech Innovation Board is experiencing positive growth, with the Sci-Tech AI Index slightly up by 0.05% as of August 7, 2025 [1] - Notable stock performances include Anlu Technology rising by 2.82%, Cambricon Technologies increasing by 0.89%, and Foxit Software growing by 0.79% [1] - The Sci-Tech AI ETF has reached a historical high in scale at 6.734 billion yuan, with a recent net inflow of 1.434 billion yuan over nine days [3][4] Group 2 - Huawei announced significant initiatives at the Ascend Computing Industry Development Summit, including the full open-sourcing of CANN and the Mind series application tools [3] - The overall market liquidity has remained loose since July, contributing to increased trading volumes in AI-related sectors [3] - The top ten weighted stocks in the Sci-Tech AI Index account for 67.36% of the index, including Cambricon Technologies and Kingsoft Office [4] Group 3 - The Sci-Tech AI ETF has shown strong performance since its inception, with a maximum monthly return of 15.59% and a historical holding period profit probability of 100% [4] - The ETF has a low management fee of 0.50% and a custody fee of 0.10%, positioning it competitively among similar funds [4] - The ETF closely tracks the Sci-Tech Innovation Board AI Index, which selects 30 large-cap stocks providing foundational resources and technology for AI [4]

Core Viewpoint - Huawei has announced the open-source release of its CANN software toolkit for Ascend AI GPUs, aiming to enhance its competitiveness against NVIDIA's CUDA ecosystem [1][3][7]. Group 1: Huawei's AI Strategy - Huawei's rotating chairman Xu Zhijun emphasized that the core of Huawei's AI strategy is computing power, with a commitment to monetizing Ascend hardware [3]. - The open-source CANN architecture and Mind series application enablement toolkit will allow developers to explore the potential of Ascend GPUs independently [7][12]. Group 2: CANN Software Toolkit - CANN, a neural network computing architecture, provides multiple programming interfaces to help users build AI applications for Huawei's Ascend [4]. - The CANN toolkit is likened to a Huawei version of CUDA, offering similar interfaces for GPU support [5]. - CANN has been upgraded to version 8.0, with both community and commercial versions available, supporting 12 operating systems [7]. Group 3: Competitive Landscape - On the same day, a new startup led by legendary GPU architect Raja Koduri emerged, focusing on developing a software ecosystem similar to CUDA, but not targeting consumer-grade GPUs [6][13]. - Oxmiq Labs, founded by Koduri, aims to provide a vertically integrated platform combining GPU hardware IP with a comprehensive software stack for AI and graphics workloads [20][22]. Group 4: Oxmiq's Software Strategy - Oxmiq's software stack includes OXCapsule, a unified runtime for workload management, and OXPython, which allows CUDA-based applications to run on non-NVIDIA hardware without modification [29][31]. - The software is designed to be independent of Oxmiq's hardware, which is a core part of its strategy [31]. Group 5: Industry Implications - The competition against NVIDIA's CUDA ecosystem is intensifying, with multiple players entering the field, ultimately benefiting developers [32].

昨日晚间，上交所发布关于上纬新材相关情况的通报称，近日，该股股价继续大幅波动，部分 投资者在交易该股过程中存在影响市场正常交易秩序、误导投资者正常交易决策的异常交易行 为，上交所依规对相关投资者采取了暂停账户交易的自律监管措施。 上天天基金APP搜索【777】注册即可 领500元券包，优选基金10元起投！限量发放！先到先 得！ 周三早盘，A股三大指数均小幅上涨。截至午间收盘，上证指数报3627.54点，涨0.27%；深 证成指、创业板指分别涨0.46%、0.39%。全市场半日成交额10735亿元，较上个交易日同期 放量549亿元。 盘面上，全市场超2900只个股上涨，市场热点主要聚焦军工和机器人两大热门题材。军工板块 涨势扩散，长城军工录得5天4板；PEEK材料概念持续活跃，新瀚新材连收2个"20cm"涨停， 中欣氟材2连板；机器人产业链集体走强，豪森智能、国瑞科技以20%幅度涨停，北纬科技3连 板。 个股方面，市场焦点股上纬新材今日开盘大幅跳水，股价重返100元下方，盘中触及20%幅度 跌停。截至午间收盘，上纬新材报90元/股，跌18.54%，成交额16.52亿元。 消 息 面 上 ， 宇 树 科 技 发 ...