Market Overview - Hong Kong stocks opened lower but closed higher, with all three major indices ending in the green. The Hang Seng Index rose by 0.92% to 24,733.45 points, with a total turnover of HKD 234.68 billion [1] - The overall upward trend in Hong Kong stocks is considered healthy, shifting from previous risk-averse sentiment to improvements in fundamentals and positive policy expectations [1] Blue Chip Performance - New Oriental-S (02057) led blue-chip stocks, rising by 6.49% to HKD 36.58, contributing 2.7 points to the Hang Seng Index. Its revenue for the fourth fiscal quarter grew by 9.4% year-on-year, exceeding market expectations [2] - Other notable blue-chip performances included Zhongsheng Holdings (00881) up 5.59%, Lenovo Group (00992) up 4.95%, while Xinyi Glass (00868) fell by 5.87% [2] Sector Highlights - Gold stocks performed strongly due to lower-than-expected U.S. non-farm payroll data, with Shandong Gold (01787) rising by 10.7% and Chifeng Jilong Gold Mining (06693) up 8.89% [3] - Semiconductor stocks also saw significant gains, with Hua Hong Semiconductor (01347) up 8.69% and Shanghai Fudan (01385) up 5.66% [4] Stablecoin Sector - The stablecoin sector continued to decline, with Yunfeng Financial (00376) down 6.91% and Guotai Junan International (01788) down 6.48%. The Hong Kong Monetary Authority's new regulations on stablecoins are expected to delay the issuance of licenses until early 2026 [5][6] Notable Stock Movements - InnoCare Pharma (02577) surged by 30.47% after announcing a partnership with NVIDIA to promote a new power architecture for AI data centers [7] - Huajian Medical (01931) rose by 20.7% following a strategic cooperation agreement with BGI [8] - China Resources Medical (01515) fell by 15.58% due to a profit warning, expecting a decline of 20% to 25% in profit for the upcoming six months [9]

Core Viewpoint - Semiconductor stocks in Hong Kong have shown strong performance, with several companies experiencing significant gains in their stock prices [1]. Group 1: Stock Performance - Shun Tai Holdings (01335) increased by 7.83%, reaching a price of 0.124 with a market capitalization of 302 million [2]. - InnoCare Pharma (02577) rose by 7.90%, with a latest price of 62.150 and a total market value of 555.87 billion [2]. - Shanghai Fudan (01385) saw a gain of 6.18%, priced at 33.180 and a market cap of 27.255 billion [2]. - Hua Hong Semiconductor (01347) grew by 5.96%, with a price of 41.800 and a market capitalization of 72.192 billion [2]. - Meijiayin Holdings (06939) increased by 4.44%, priced at 0.470 and a market cap of 24.4 million [2]. - SMIC (00981) rose by 2.80%, with a price of 51.450 and a total market value of 410.883 billion [2]. - Brainhole Technology (02203) increased by 2.65%, priced at 0.194 with a market cap of 15.5 million [2]. - Jingmen Semiconductor (02878) saw a rise of 2.25%, priced at 0.455 and a market cap of 113.6 million [2]. - China Electric Huada Technology (00085) increased by 2.11%, with a price of 1.450 and a market capitalization of 29.43 billion [2].

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月4日｜港股半导体股走强，其中，顺泰控股、英诺赛科涨超7%，上海复旦涨超6%，华虹半导 体涨超5%，美佳音控股涨超4%，中芯国际、脑洞科技、晶门半导体、中电华大科技涨超2%。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 01335 | 顺泰控股 | 0 | 7.83% | 0.124 | 3.02亿 | | 02577 | 英诺赛科 | | 7.90% | 62.150 | 555.87亿 | | 01385 | 上海賞目 | | 6.18% | 33.180 | 272.55亿 | | 01347 | 华虹半导体 | | 5.96% | 41.800 | 721.92亿 | | 06939 | 美佳音控股 | | ...

智通财经获悉，芯片股涨幅居前，截至发稿，华虹半导体(01347)涨5.2%，报41.5港元；上海复旦 (01385)涨3.94%，报32.48港元；中芯国际(00981)涨3.1%，报51.6港元；中电华大科技(00085)涨2.11%， 报1.45港元。 消息面上，据"网信中国"公众号消息，近日，英伟达算力芯片被曝出存在严重安全问题。依据《网络安 全法》《数据安全法》《个人信息保护法》有关规定，国家互联网信息办公室于2025年7月31日约谈了 英伟达公司，要求英伟达公司就对华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证 明材料。 开源证券指出，此次事件是中美科技博弈的缩影，短期虽将抑制国内互联厂商资本开支投入，但长期倒 逼中国AI产业构建"技术-安全-生态"三位一体的自主可控体系，有望推动行业更稳定、健康地发展。国 产替代进程提速下，自主可控链条投资机遇值得关注。华西证券认为，在美国芯片安全法案、H20约谈 等一系列因素催化下，包括华为昇腾、寒武纪等国产AI算力芯片有望借此加速国产化进程，长期确定 性增长主线更加明确。 本文源自智通财经网 ...

开源证券指出，此次事件是中美科技博弈的缩影，短期虽将抑制国内互联厂商资本开支投入，但长期倒 逼中国AI产业构建"技术-安全-生态"三位一体的自主可控体系，有望推动行业更稳定、健康地发展。国 产替代进程提速下，自主可控链条投资机遇值得关注。华西证券（002926）认为，在美国芯片安全法 案、H20约谈等一系列因素催化下，包括华为昇腾、寒武纪等国产AI算力芯片有望借此加速国产化进 程，长期确定性增长主线更加明确。 芯片股涨幅居前，截至发稿，华虹半导体(01347)涨5.2%，报41.5港元；上海复旦(01385)涨3.94%，报 32.48港元；中芯国际(00981)涨3.1%，报51.6港元；中电华大科技(00085)涨2.11%，报1.45港元。 消息面上，据"网信中国"公众号消息，近日，英伟达算力芯片被曝出存在严重安全问题。依据《网络安 全法》《数据安全法》《个人信息保护法》有关规定，国家互联网信息办公室于2025年7月31日约谈了 英伟达公司，要求英伟达公司就对华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证 明材料。 ...

开源证券指出，此次事件是中美科技博弈的缩影，短期虽将抑制国内互联厂商资本开支投入，但长期倒 逼中国AI产业构建"技术-安全-生态"三位一体的自主可控体系，有望推动行业更稳定、健康地发展。国 产替代进程提速下，自主可控链条投资机遇值得关注。华西证券认为，在美国芯片安全法案、H20约谈 等一系列因素催化下，包括华为昇腾、寒武纪等国产AI算力芯片有望借此加速国产化进程，长期确定 性增长主线更加明确。 智通财经APP获悉，芯片股涨幅居前，截至发稿，华虹半导体(01347)涨5.2%，报41.5港元；上海复旦 (01385)涨3.94%，报32.48港元；中芯国际(00981)涨3.1%，报51.6港元；中电华大科技(00085)涨2.11%， 报1.45港元。 消息面上，据"网信中国"公众号消息，近日，英伟达算力芯片被曝出存在严重安全问题。依据《网络安 全法》《数据安全法》《个人信息保护法》有关规定，国家互联网信息办公室于2025年7月31日约谈了 英伟达公司，要求英伟达公司就对华销售的H20算力芯片漏洞后门安全风险问题进行说明并提交相关证 明材料。 ...

| 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00085 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 30,000,000,000 | HKD | | 0.01 HKD | | 300,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 30,000,000,000 | HKD | | 0.01 HKD | | 300,000,000 | 本月底法定/註冊股本總額： HKD 300,000,000 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國電子華大科技有限公司 呈交日期: 2025年8月1日 I. 法定 ...

金融界消息 截至2025年7月31日收盘，*ST高鸿（000851）报收于2.13元，上涨4.93%，换手率2.9%，成 交量32.83万手，成交金额6928.94万元。 通过天眼查大数据分析，大唐高鸿网络股份有限公司共对外投资了22家企业，参与招投标项目25次，知 识产权方面有商标信息67条，专利信息9条，此外企业还拥有行政许可6个。 来源：金融界 *ST高鸿最新一期业绩显示，截至2025一季报，公司营业总收入1.82亿元、同比减少50.01%，归属净利 润4269.00万元，同比减少140.08%，扣非净利润4275.33万元，同比增长28.94%，流动比率0.871、速动 比率0.690、资产负债率82.15%。 天眼查商业履历信息显示，大唐高鸿网络股份有限公司，成立于1994年，位于贵阳市，是一家以从事软 件和信息技术服务业为主的企业。企业注册资本115786.002万人民币，实缴资本3520.81万人民币。公司 法定代表人为付景林。 资金流向方面，今日主力资金净流入1634.44万元，占比成交额23.59%。其中，超大单净流出420.50万 元、占成交额6.07%，大单净流入2054.94万元、占成 ...

Group 1 - The article provides a list of companies listed on the Hong Kong stock market along with their dividend distribution dates and shareholder meeting dates [1][4][5] - Notable companies mentioned include China Railway, Green Town China, and Budweiser APAC, which are scheduled for dividend payments [4][5] - The document outlines various companies' actions regarding capital increases and dividend distributions, indicating ongoing corporate activities in the market [4][5]

Group 1 - The "China Electronic Cloud Artificial Intelligence Innovation Development Forum" was held in Shanghai, focusing on the development of the digital intelligence industry and AI innovation applications [1] - Shanghai is seizing strategic opportunities to deepen the layout of the entire AI industry chain, aiming to exceed 100,000 PetaFLOPS in intelligent computing capacity by the end of 2025 [1] - The city is developing a unique route of "4 basic models + N vertical models" and plans to enhance the quality of data supply systems and accelerate the construction of an AI "highland" [1] Group 2 - Challenges in China's AI industry include issues in chips, computing power, data, and ecosystem, with a focus on developing low-cost personal inference machines and improving the usability of domestic intelligent computing systems [3] - The KTransformers system is highlighted as a way to make AI more accessible through a storage-to-computation approach [3] - Companies are encouraged to embrace AI by identifying core issues, utilizing high-quality data, and fine-tuning foundational large models [3] Group 3 - AI is reshaping the world at an unprecedented speed, with high-quality datasets being crucial for training and optimizing large models [5] - The construction of high-quality datasets faces challenges such as unclear objectives, fragmented implementation paths, and weak technical foundations [5] - Strong policy support from national ministries and local governments is driving the development of high-quality datasets, with new data labeling and synthetic data methods providing solutions [5] Group 4 - China Electronics is establishing a complete integrated circuit industry chain and has developed a full-stack innovation base represented by various companies [7] - The CECSTACK cloud platform, developed by China Electronic Cloud, integrates general computing, intelligent computing, and supercomputing to support AI application development [7] - The company aims to inject new momentum into the "AI+" initiative by creating industry models in key sectors such as government, healthcare, and finance [7]