July 31 JiuYan AI Midday Popular Review

English summary

### July 31 JiuYan AI Midday Popular Review Time: 2026-07-31 12:24:45 Content: Content from JiuYan AI. For more, please visit the top of the community website homepage [AI Assistant] section to subscribe. Welcome to like and repost~ Generation time: 2026-07-31 12:15 Overview: 1. Sangfor Technologies (300454) / Dameng Data (688232) / Decai Construction (605287) / SUPCON Technology (688777) / Shuiyou Shares (603171) / Kingsoft Office (688111): Cloud and AI application closed loop is accelerating, AI industry chain is thriving, current low position allocation opportunity, suggest focusing on AI Infra, high prosperity and high barriers, and information innovation (Xinchuang) three directions 2. Chinese Online (300364) / Kunlun Wanwei (300418) / Aofei Entertainment (002292): Media rebound continues, Seedance 2.5 was launched on Jimeng on July 31, optimistic about multimodal + film/TV resonance, strongly bullish on the sustainability of media rebound 3...