Group 1 - Semiconductor stocks continue their recent upward trend, with notable increases in share prices: SMIC (00981) up 5.52% to HKD 59.3, Jingmen Semiconductor (02878) up 4% to HKD 0.52, Fudan Shanghai (01385) up 2.66% to HKD 34.7, and Huahong Semiconductor (01347) up 2.26% to HKD 54.4 [1] - Deepseek officially released the DeepSeek-V3.1 version, which utilizes UE8M0 FP8 Scale parameter precision, designed for the upcoming generation of domestic chips, indicating potential for large-scale application of domestic chips [1] - Dongfang Securities highlights that the new generation of domestic chips is beginning to support FP8, including models like Muxi 690, Chip Origin VIP9000, Cambricon 690, Moore Thread MUSA 3.1 GPU, and Haiguang Deep Computing No. 3 [1] Group 2 - The firm believes that with advancements in domestic AI chip design technology and manufacturing processes, along with the ongoing development of domestic large models and their compatibility with domestic chips, the market share of domestic computing power is expected to continue increasing [1] - The ongoing bullish trend in domestic chips is anticipated to persist, driven by improvements in technology and market dynamics [1]

Group 1 - Nongfu Spring (09633) reported a 22% year-on-year increase in net profit for the six months ending June 30, 2025, with packaged drinking water revenue growing by 10.7% [1] - Gu Ming (01364) saw a more than 120% year-on-year increase in net profit for the same period, with steady expansion in store count and impressive GMV performance [1] - China Longgong (03339) reported a 37.83% year-on-year increase in net profit, with the loader business being the largest contributor to revenue and profit [1] - AI concept stocks generally rose, with SenseTime (00020) up over 11% and Fourth Paradigm (06682) up over 9%, following the State Council's release of opinions on implementing "AI+" actions [1] - Cao Cao Mobility (02643) reported a 53.5% year-on-year increase in net profit, with gross margin improving from 7.0% to 8.4% [1] Group 2 - H&H International Holdings (01112) experienced a nearly 77% year-on-year decrease in net profit and proposed an interim dividend of HKD 0.19 per share [2] - NIO (09866) saw its stock price rise over 6% this month, benefiting from strong orders for the Onvo L90 and ES8 SUV models [2] - Chip stocks continued their upward trend, with SMIC (00981) up over 6% and Huahong Semiconductor (01347) up over 3%, as institutions remain optimistic about the domestic chip market [2] - Beike (02423) reported a 7.2% year-on-year decrease in net profit for the mid-year results, with Nomura indicating that its third-quarter guidance was below expectations [2] Group 3 - Gaotu (GOTU.US) reported a more than 37% year-on-year increase in revenue for Q2, alongside a new stock buyback plan worth up to USD 100 million [3] - NIO (NIO.US) rose 10.02% as Morgan Stanley highlighted strong orders for the ES8 and a shift in market sentiment towards next year's models [3] - XPeng Motors (XPEV.US) increased by 5.46% as it announced the official launch of the new P7 model on August 27 [3] - Boeing (BA.US) rose 3.51% after Korean Air announced a purchase order for aircraft valued at approximately USD 36.5 billion [4]

芯片股延续近期涨势，上海复旦（01385）上涨13.25%，报38.28港元；中芯国际（00981）上涨6.41%， 报59.80港元；晶门半导体（02878）上涨6%，报0.53港元；华虹半导体（01347）上涨4.23%，报55.45 港元。 来源：新浪港股 ...

Group 1 - Semiconductor stocks continue their recent upward trend, with notable increases in share prices: SMIC up 5.52% to HKD 59.3, GlobalFoundries up 4% to HKD 0.52, Fudan Microelectronics up 2.66% to HKD 34.7, and Hua Hong Semiconductor up 2.26% to HKD 54.4 [1] - Deepseek officially released the DeepSeek-V3.1 version, which utilizes UE8M0 FP8 Scale parameter precision, indicating advancements in the design of next-generation domestic chips that are expected to see large-scale application [1] - Dongfang Securities highlights that the new generation of domestic chips is beginning to support FP8, including models such as Muxi 690, Chip Origin VIP9000, Cambricon 690, Moore Threads MUSA 3.1 GPU, and Haiguang Deep Computing No. 3 [1] Group 2 - The firm believes that with improvements in domestic AI chip design technology and manufacturing processes, along with the ongoing development of domestic large models and their compatibility with domestic chips, the market share of domestic computing power is expected to continue to rise [1] - The ongoing bullish trend in domestic chips is anticipated to persist, driven by advancements in technology and increasing market demand [1]

智通财经APP获悉，根据2025年8月26日披露数据，龙蟠科技（02465）、中州证券（01375）、光大证 券（06178）港股通持股占比增加值最大，分别增加1.64%、1.45%、1.25%；速腾聚创（02498）、重庆 钢铁股份（01053）、上海復旦（01385）港股通持股占比减少值最大，分别减 少-1.78%、-1.31%、-1.17%。 在最近有统计数据的5个交易日内，中兴通讯（00763）、京城机电股份（00187）、龙蟠科技（02465） 港股通持股占比增加值最大，分别增加8.07%、7.14%、6.75%；盈富基金（02800）、南京熊猫电子股 份（00553）、南方恆生科技（03033）港股通持股占比减少值最大，分别减 少-6.38%、-3.31%、-3.00%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 龙蟠科技(02465) | +1.64% | 53.40% | | 中州证券(01375) | +1.45% | 62.41% | | 光大证券(0 ...

现阶段A股市场开启了各大指数纷纷创出新高的走势，这样的盘面已经独立于外盘，欧美股市本周出现明显的回调走势，显而易见A股又开启了独立行情。 目前最大的问题在于指数上涨，个股出现了跌多涨少的局面，缩量反弹行情难以持续，投资者应该重点关注抱团取暖的部分板块，以及龙头个股的趋势机 会。大家要明白一件事："牛市行情看似热闹，就好像步行街的繁华一样，仍然会有一些商铺门可罗雀甚至倒闭，能否赚钱各凭本事了！" 骑牛看熊发现集成电路材料创新联合体转引TECHCET 数据显示，2025 年全球半导体材料市场预计达到约700亿美元规模，同比增长约6%。受AI 相关需求 推动，晶圆投片量将持续增加，从而带动半导体材料市场成长。预计到2029 年市场规模将超过870 亿美元，CAGR 达4.5%增长。二季度各环节公司业绩预 告亮眼，展望三季度半导体旺季期，关注存储/功率/代工/ ASIC/ SoC 业绩弹性, 设备材料、算力芯片国产替代。综合来看2025 年，全球半导体增长延续乐观 增长走势，2025 年AI 驱动下游增长。同时，政策对供应链中断与重构风险持续升级，国产替代持续推进。 短期大盘趋势偏强 当日点评 短期大盘趋势偏强,增量 ...

Group 1 - Chip stocks have surged, with notable increases: Huahong Semiconductor up 8.69% to HKD 51.65, Shanghai Fudan up 7.37% to HKD 32.06, SMIC up 6.77% to HKD 55.2, and ZTE up 5.87% to HKD 33.16 [1] - Recent positive developments for domestic computing power include Tencent's announcement of multiple supply options for inference chips and DeepSeek's model update to support FP8 precision and domestic chips [1] - Huawei Ascend-based server products have secured large orders in government, finance, and telecommunications sectors, indicating strong market demand [1] Group 2 - The U.S. has tightened security reviews on high-performance GPUs, with Nvidia's H20 chip criticized by state media for being "neither advanced, safe, nor environmentally friendly" [2] - The U.S. has imposed new conditions for the export of H20 chips to China, requiring a 15% revenue share from related sales, increasing costs and supply uncertainty for companies [2] - In this context, there is a growing domestic demand for self-controlled computing power, with policies and capital increasingly directed towards domestic AI chip and computing chain manufacturers [2]

Group 1: Chip Stock Performance - Chip stocks have surged, with notable increases: Huahong Semiconductor up 8.69% to HKD 51.65, Shanghai Fudan up 7.37% to HKD 32.06, SMIC up 6.77% to HKD 55.2, and ZTE up 5.87% to HKD 33.16 [1] Group 2: Domestic Computing Power Developments - Recent positive developments for domestic computing power include Tencent's announcement of multiple supply options for inference chips and DeepSeek's model update to version V3.1, which is expected to support FP8 precision and domestic chips [1] - Huawei's Ascend chip-based server products are being deployed in large orders across government, finance, and telecommunications sectors [1] - ZTE's inference chip on Huahong's 7nm process has successfully passed initial testing, with the first batch currently being tested by clients [1] Group 3: Regulatory Environment and Market Demand - The U.S. has tightened security reviews on high-performance GPUs, with Nvidia's H20 chip criticized by state media for being "neither advanced, safe, nor environmentally friendly," leading to cautious procurement reminders for key internet companies [2] - Following the U.S. announcement to resume H20 exports to China with new conditions, there is an increasing domestic demand for self-controlled computing power, accelerating policy and capital flow towards domestic AI chip and computing chain manufacturers [2]

消息面上，华虹半导体近期公告称，正筹划以发行股份及支付现金的方式购买华力微的控股权，收购标 的资产为华力微一部分成熟制程业务的股权。分析人士指出，此次资产并购是当前国产半导体行业并购 浪潮的组成部分，华虹半导体也将进一步强化其聚焦成熟制程与特色工艺的战略定位，巩固其在汽车、 工业、消费电子等市场的技术优势。 芯片股午后集体拉升，截至发稿，中芯国际(00981)涨3.5%，报51.8港元；华虹半导体(01347)涨3.09%， 报48.06港元；宏光半导体(06908)涨3.08%，报0.67港元；上海复旦(01385)涨0.6%，报30.28港元。 本文源自：智通财经网 此外，8月6日，特朗普宣布将对进口到美国的半导体征收100%的行业关税。西部证券指出，短期来 看，半导体行业关税将显著推高生产成本，抬高电子产品价格压制需求。消息公布后，在美国有投资计 划的公司股市表现较好。长期来看，区域国别成为半导体供应链重构的新变量。该行认为，关税及其设 计和实施可能对半导体和科技行业产生深远影响，因为生产地点的价值从无形因素转变为由关税量化的 指标。 ...

Group 1 - Semiconductor stocks experienced a collective surge, with notable increases in shares of companies such as SMIC (3.5% increase), Hua Hong Semiconductor (3.09% increase), and others [1] - Hua Hong Semiconductor announced plans to acquire a controlling stake in Hua Li Micro through a combination of share issuance and cash payment, focusing on a portion of Hua Li Micro's mature process business [1] - This acquisition is part of a broader trend of mergers and acquisitions in the domestic semiconductor industry, aimed at strengthening Hua Hong's strategic focus on mature processes and specialty technologies, enhancing its competitive edge in automotive, industrial, and consumer electronics markets [1] Group 2 - On August 6, former President Trump announced a 100% tariff on semiconductor imports to the United States, which is expected to significantly increase production costs and raise electronic product prices, potentially suppressing demand [1] - Following the tariff announcement, companies with investment plans in the U.S. showed positive stock market performance [1] - The long-term implications of tariffs may lead to a restructuring of the semiconductor supply chain, with production locations becoming more influenced by tariff-related factors rather than intangible elements [1]