B[Internet finance concept fluctuated and rebounded, and Watson & Co., Ltd. rose by more than 10%] On September 2, the internet finance concept rebounded in shock during the day, and Watson & Co., Ltd. rose by more than 10%. Previously, Xiangyi Rongtong 2 consecutive boards, Chutianlong, Hengbao Shares, Zhisheng Information, Airong Software, Liandi Information, etc. quickly surged higher. B[IDAS 2026 Design Automation Industry Summit was held in Shanghai: Shanghai will accelerate EDA/IP breakthroughs and strengthen cutting-edge technological innovations such as AI EDA] September 1st, according to the Shanghai Economic and Information Technology Commission, on the morning of September 1st, the "IDAS 2026 Design Automation Industry Summit" was successfully held at Shanghai Zhangjiang Science Hall. The summit focused on industry development hotspots such as Tao's Law, system collaboration and innovation for discussions and exchanges. EDA is a basic software tool for chip design, manufacturing, packaging and other aspects, and it is also the basis for supporting the ecological construction of the integrated circuit industry. Under the guidance and support of the Ministry of Industry and Information Technology, Shanghai has actively formulated and implemented EDA/IP innovative development support policies, established industry merger and acquisition funds, established the Shanghai EDA/IP Innovation Center and the EDA Development Promotion Association, accelerated the improvement of the industrial ecology, and helped enterprises become bigger and stronger. In the next step, Shanghai will focus on the innovative development of the entire integrated circuit industry chain, accelerate the construction of platform carriers, accelerate EDA/IP breakthroughs, strengthen cutting-edge technological innovations such as AI EDA, support product application promotion, continue to optimize the industrial ecology, and accelerate the creation of an integrated circuit design automation innovation highland with international influence and competitiveness. B[China's software business revenue increased by 9.2% year-on-year from January to July] On September 1, we learned from the Ministry of Industry and Information Technology that in the first seven months of 2026, China's software and information technology service industry was operating well, with steady growth in software business revenue, steady growth in total profits, and positive growth in software business exports. In the first seven months of this year, China's software business revenue was 8,978.5 billion yuan, a year-on-year increase of 9.2%; the total software industry profit exceeded one trillion yuan, a year-on-year increase of 1.3%. Software business exports amounted to US$40.61 billion, a year-on-year increase of 12.2%. The operation performance by field shows that the revenue of software products has grown steadily. In the first seven months, software product revenue accounted for 21.6% of the total industry revenue. Information technology services revenue continued to maintain double-digit growth. From January to July this year, information technology service revenue increased by 10% year-on-year, accounting for 68.7% of the industry's revenue. B[AI application side rises again, Yiwangyichuang and other stocks hit the daily limit] On September 1st, the AI application side rose again in intraday trading, with Yiwangyichuang and Yuanwang Technology rising by the daily limit. Previously, Jingyeda, Zhangyue Technology, Guangdong Media, etc. rose by more than 25%. Liujin Technology, Fushi Holdings, Wanxing Technology, Airong Software, Liandi Information, etc. quickly surged. On the news, on the afternoon of August 31, the General Office of the Ministry of Industry and Information Technology issued the "Notice on Carrying out Special Actions to Cultivation of Artificial Intelligence Application Service Providers." It is mentioned that the procurement of large models, agents, tokens and other services will be increased. A[2 consecutive Jingyeda: Shareholder Jiang Yuandong sold 2.3138 million shares of Jingyeda on August 31 The execution of this shareholding reduction has been completed] On August 31, Jingyeda (003005.SZ) issued an announcement on abnormal stock trading fluctuations. The company disclosed the "Announcement on Preliminary Disclosure of Shareholding Reductions by the Company's Shareholders" on May 20, 2026. The company's shareholder Jiang Yuandong plans to reduce the company's shares by no more than 2.3138 million shares (no more than 1% of the company's total share capital) through centralized bidding within three months after fifteen trading days from the date of the announcement. After verification, Jiang Yuandong sold 2.3138 million shares of Jingyeda stock on August 31, 2026, and this reduction of holdings was completed. In addition, in response to the market concern that the company is an "intelligent concept stock", the company's main business is informatization and digital intelligence products and solutions for the education, recruitment, and rail transit industries. The company currently mainly embeds intelligent agent modules in platform software for education and examination business. The income from independently sold intelligent agent-related business accounts for a very small proportion of the company's operating income. According to rough statistics, this part of the business income does not exceed 1% of the company's operating income in the first half of 2026. This business does not have a significant impact on the company's operating performance. A[NVIDIA launches next-generation high-bandwidth memory technology NVIDIA NVHBM to provide higher memory performance and efficiency for XPU] August 31, as AI agents and trillion-parameter workloads become increasingly mainstream, the performance of AI infrastructure depends not only on computing power, but also on how computing, memory, storage, network and software are co-designed as a unified system. To help hyperscale enterprises and AI innovators build a new generation of semi-customized AI infrastructure, NVIDIA launched NVIDIA NVHBM technology, further expanding the NVIDIA NVLink Fusion technology solution. NVHBM is a next-generation high-bandwidth memory technology that delivers higher memory performance and efficiency to the XPU. The technology will be validated and available from leading memory partners, making this advanced memory capability available to NVLink Fusion customers. By integrating the memory controller into the 3D HBM stack rather than on the XPU, NVHBM can achieve up to 30% memory bandwidth improvement compared to standard HBM4E, reduce HBM power consumption by 15%, and free up up to 25% area for the XPU compute die. A[Ministry of Industry and Information Technology: Support service providers to strengthen their connection with national computing power network hub nodes, national computing power interconnection nodes, China computing power platform, etc.] On August 31, the General Office of the Ministry of Industry and Information Technology issued a notice on launching a special action to cultivate artificial intelligence application service providers. It is mentioned that the support and guarantee of service providers should be strengthened. Support service providers to strengthen their connection with the national computing power network hub nodes, national computing power interconnection nodes, China computing power platform, etc., and make good use of policy tools such as "computing power coupons" to reduce computing power costs. Optimize intelligent programming tools and improve software supply capabilities. Relying on the scenarios, data, models, agents and other achievements formed by actions such as "Module Resonance" and "Industrial Data Foundation Building", open calling interfaces or provide trial channels to service providers. Encourage universities, vocational schools and leading service providers to jointly build practical training bases to cultivate compound application talents in batches who "understand business, understand models, understand safety, and can deliver". Service providers are encouraged to build a frontline deployment engineer (FDE) team to take root at user sites and ensure the implementation of scenarios. A[Device-side AI concept is active in early trading, Rockchip has a slight daily limit] On August 31, the device-side AI concept is active in early trading, Rockchip has a slight daily limit, and Meig Intelligent, Fenda Technology, Quanzhi Technology, Broadcom Integration, Espressif Systems, and Fibocom followed the rise. According to the news, on August 27, the open source AI community Hugging Face launched Microduck, a bipedal robot priced at US$399, which aims to lower the threshold for robot use and support new skills in reinforcement learning, simulation and open source software development. A[Yesterday’s Market Review] On August 31, the mass entrepreneurship and innovation index collectively rose and fell back on the last trading day. It had previously risen by more than 1%. The turnover of Shanghai and Shenzhen stock markets was 2.1 trillion, a decrease of 24.2 billion from the previous trading day. 1) Recently, many institutions issued reports raising the target stock price of Nvidia. Some analysts called out the "most optimistic target price" of US$550, corresponding to a total market value of US$13 trillion, which stimulated Nvidia's stock price to open higher and close up nearly 9% overnight. However, computing power hardware stocks continued to fall after rising rapidly in early trading. Optical module leader Zhongji Innolight, which once rose by more than 5% in early trading, fluctuated and turned green in the afternoon. 2) U.S. enterprise software giant Salesforce and cybersecurity giant CRWD released their latest quarterly financial reports. Both revenue and net profit performance exceeded market expectations. Overnight, Salesforce’s stock price surged 22%, and U.S. cybersecurity concept stock CRWD closed up 20%. The two major branches of software and network security drove the AI application side to rise sharply. Dingjie Digital, Qilin Xin'an, Tianrongxin, and Jiuqi Software hit the daily limit. Many stocks such as Qi'anxin, Foxit Software, and Sangfor once rose by more than 10% in early trading.
However, directions such as computing power and hardware have a significant drag on the mass entrepreneurship and innovation index, which also indirectly affects the performance of the entire application side. 3) The increase in agricultural product prices continues to catalyze the agricultural sector to gain momentum. Wanxiang Denong, the leader in corn seeds, has shrunk and upgraded to a 4-day limit. Xinsai shares, a cotton stock with a net profit gap, has hit the daily limit for 2 consecutive days. Forestry, fishery, palm oil, sugar and other branches have successively started to make up for the increase, which in turn has driven the downstream food processing industry to start making up for the increase. Black sesame and Zuming shares have both reached the limit. 4) The chemical industry sector continued its previous strength. The pesticide stock Xinnong Co., Ltd. closed after a huge shock and was upgraded to a three-day board. Fertilizer stocks such as Luhua Technology, Chitianhua, and Lutianhua hit their daily limit. Since the Strait of Hormuz carries one-third of the global seaborne fertilizer trade, the obstruction of passage in the strait has triggered a sharp shrinkage in shipping, causing overseas prices of urea and other fertilizers to remain high.
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