明日看好鸿蒙、人工智能、人形机器人等方向。政务应用积极适配鸿蒙，“粤省事”等已接入；新易盛业绩超预期，NVIDIA将恢复H20在中国销售。上纬新材被智元机器人收购股份，宇树、智元中标机器人大单。官媒发声反内卷，光伏等行业减产。8月香港《稳定币条例》生效，上交所提出RDA新范式。国家医保局等支持创新药发展，北方稀土等上调稀土精矿价格，近期金属价格上涨。公社热议涉及医药集采、算力产业链、消费提振、机器人发展等。OnlineRL新范式受关注，应用低位建议关注通用型与垂直场景Agent相关企业。
- 股票名称 ["北方稀土","包钢股份","力生制药","沃华医药","浙江震元","亚太药业","维康药业","新易盛","东材科技","海星股份","生物股份","鸿博股份","电光科技","皇氏集团","国光连锁","凯撒旅业","庄园牧场","汉商集团","浙江黎明","君禾股份","延华智能","道恩股份","浙江荣泰","鼎捷数智","汉得信息","金蝶国际","泛微网络","用友网络","稅友股份","致远互联","金山办公","福昕软件","合合信息","万兴科技","信雅达","京北方","长亮科技","宇信科技","北森控股","科锐国际","北京人力","顶点软件","恒生电子","财富趋势","指南针","深信服","启明星辰","安恒信息","绿盟科技","三六零","奇安信","科大讯飞","金桥信息","粉笔","视源股份","华宇软件","竞业达","东软集团","卫宁健康","美年健康","创业慧康","聚杰微纤"]
- 板块名称 ["鸿蒙","人工智能","人形机器人","反内卷","稳定币/金融","创新药","稀土/金属","医药","算力","消费","机器人"]
- 业绩增长、政策利好、市场需求
- 看多看空 文本中多个板块呈现积极态势，如人工智能领域新易盛业绩超预期、英伟达恢复产品销售；创新药有政策支持；稀土金属价格上调等，所以整体看多A股。
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