Core Viewpoint - InnoCare (02577.HK) has seen a significant increase in stock price due to its collaboration with NVIDIA to promote the large-scale implementation of 800 VDC (800-volt direct current) power architecture in AI data centers [1] Company Performance - InnoCare's stock rose by 7.47% [1] - Huahong Semiconductor (01347.HK) experienced a 7.22% increase in stock price [1] - Shanghai Fudan (01385.HK) saw a 5.41% rise in its stock price [1]

每经AI快讯，8月4日，华虹半导体涨幅扩大至7.1%，报42.24港元。 （文章来源：每日经济新闻） ...

格隆汇8月4日｜港股低开高走，恒生科技指数涨幅一度扩大至超1%。军工、黄金、半导体、影视等概 念涨幅居前，华虹半导体涨超6%，中芯国际涨超3%。 ...

Core Viewpoint - The recent security issues surrounding Nvidia's H20 computing chip highlight the ongoing technological competition between China and the United States, which may impact domestic capital expenditure in the short term but could ultimately drive the development of a self-sufficient AI industry in China [1] Group 1: Stock Performance - Semiconductor stocks have shown significant gains, with Huahong Semiconductor rising by 5.2% to HKD 41.5, Shanghai Fudan increasing by 3.94% to HKD 32.48, SMIC up by 3.1% to HKD 51.6, and China Electric Power Technology rising by 2.11% to HKD 1.45 [1] Group 2: Regulatory Actions - The National Internet Information Office of China has summoned Nvidia to explain the security risks associated with the H20 chip sold to China, in accordance with the Cybersecurity Law, Data Security Law, and Personal Information Protection Law, with a deadline for submission of relevant materials set for July 31, 2025 [1] Group 3: Industry Implications - Open Source Securities suggests that the incident reflects the broader context of Sino-U.S. technological competition, which may suppress domestic internet companies' capital expenditures in the short term but will push for a more stable and healthy development of China's AI industry in the long term [1] - Huaxi Securities believes that the combination of the U.S. chip security legislation and the H20 incident will accelerate the domestic production of AI computing chips, such as Huawei's Ascend and Cambricon, making the long-term growth trajectory more certain [1]

Core Viewpoint - The recent security issues surrounding Nvidia's H20 computing chip highlight the ongoing tech rivalry between China and the U.S., which may impact domestic capital expenditure in the short term but could lead to a more stable and self-sufficient AI industry in China in the long run [1]. Group 1: Stock Performance - Semiconductor stocks are experiencing significant gains, with Huahong Semiconductor up 5.2% to HKD 41.5, Shanghai Fudan up 3.94% to HKD 32.48, SMIC up 3.1% to HKD 51.6, and China Electric Power Technology up 2.11% to HKD 1.45 [1]. Group 2: Regulatory Actions - The National Internet Information Office of China has summoned Nvidia to explain the security risks associated with the H20 chip sold to China, in accordance with the Cybersecurity Law, Data Security Law, and Personal Information Protection Law, with a deadline for submission of relevant materials set for July 31, 2025 [1]. Group 3: Industry Implications - According to Open Source Securities, the incident reflects the broader context of U.S.-China tech competition, which may suppress domestic internet companies' capital expenditures in the short term but will ultimately drive the development of a self-controlled "technology-security-ecosystem" in China's AI industry [1]. - Huaxi Securities suggests that the U.S. chip security legislation and the H20 incident may accelerate the domestic production of AI computing chips, such as Huawei's Ascend and Cambricon, indicating a clearer long-term growth trajectory for these companies [1].

人民财讯8月4日电，半导体板块震荡走强，东芯股份涨超10%，华虹公司涨超8%创历史新高，赛微电 子、银河微电、海光信息等涨幅居前。 ...

早盘芯片股震荡走强， 华虹公司涨超7%，股价创历史新高， 东芯股份涨超10%， 芯导科技、 峰岹科 技、 宏微科技、 赛微电子、 海光信息等跟涨。国际 半导体产业协会（SEMI）的最新数据显示，2025 年第二季度全球硅晶圆出货量达到3327百万平方英寸，与2024年同期的3035百万平方英寸相比增长 9.6%。 ...

暗盘资金正涌入这些股票，点击速看>>> 半导体板块震荡上扬，东芯股份涨超10%，芯导科技涨超8%，华虹公司涨超5%创历史新高，银河微 电、海光信息跟涨。 ...

| | | | 中流国际 (00981.HK) 再鼎医药 (09688.HK) 华虹半导体 | | | --- | --- | --- | --- | --- | | | | 经济数据 | (01347.HK) | | | · 22:00 | · 08:30 | · 04:30 | 中国7月出口年 | 中国7月M2货币 | | 美国6月工厂订 | 中国香港7月标 | 美国至8月1日当 | 駅 | 供应年率 | | 单月率 | 普全球制造业 | 周API原油屋存 | 中国7月进口年 | 中国7月M1货币 | | | PMI | (万桶) | 院 | 供应年率 | | | · 09:45 | · 22:00 | 中国7月贸易帐 | 中国7月M0货币 | | | 中国7月标普全 | 美国7月全球供 | (亿元) | 供应年率 | | | 球服务业PMI | 应链压力指数 | · 00:00 | 中国7月今年迄 | | | · 20:30 | · 22:30 | 中国7月以美元 | 今新增人民币贷 | | | 美国6月贸易帐 | 美国至8月1日当 | 计算贸易帐(亿 | 款(亿元) | | | (亿美元) | 周EI ...

Group 1 - The company, Huahong Company (688347.SH), announced that the total number of shares available for public trading is 16.31 million shares [1] - The date for the stock to be listed and available for trading is set for August 7, 2025 [1]