英诺赛科(02577)再涨超6%，截至发稿，涨4.63%，报71.15港元，成交额5.14亿港元。 消息面上，英诺赛科此前宣布，旗下氮化镓功率芯片已完成谷歌AI硬件平台的重要设计导入，并签订 合规供货协议，此举标志着英诺赛科正式跻身谷歌AI服务器与数据中心供应链。市场分析指出，英诺 赛科此时深度切入，意在抢占未来数据中心电源高压直流升级的战略制高点。 中邮证券此前发布研报称，公司氮化镓产品精准契合多领域核心需求，在AI及数据中心领域，基于 100V氮化镓的48V-12V应用已进入量产阶段；，公司与多家头部机器人企业合作，在全球首次实现搭载 氮化镓芯片的机器人关节电机和灵巧手驱动方案的量产出获；新能源汽车电子领域，应用于激光雷达、 车载充电机等场景的产品保持高速增长；消费电子端巩固优势，同步拓展家电及家庭储能等市场，多赛 道实现应用突破与规模拓展。 ...

Core Viewpoint - InnoLux (02577) has seen a significant stock increase, rising over 6% and currently trading at 71.15 HKD, with a transaction volume of 514 million HKD, following the announcement of its GaN power chips being integrated into Google's AI hardware platform and signing a compliance supply agreement, marking its entry into Google's AI server and data center supply chain [1][1][1] Group 1: Company Developments - InnoLux's GaN products are strategically positioned to meet core demands across multiple fields, particularly in AI and data centers, with the 100V GaN's 48V-12V applications entering mass production [1][1] - The company has collaborated with several leading robotics firms to achieve the world's first mass production of robotic joint motors and dexterous hand drive solutions utilizing GaN chips [1][1] - In the electric vehicle electronics sector, products used in laser radar and onboard chargers are experiencing rapid growth, while the consumer electronics segment is solidifying its advantages and expanding into home appliances and energy storage markets [1][1]

港股半导体股午后再度走强，英诺赛科涨超12%，中芯国际涨近6%，华虹半导体涨超5%，纳芯微涨近 5%，天数智芯涨超4%。 ...

值得关注的是，氮化镓在AI服务器电源中的应用渗透率有望快速提升。相关预测显示，该比例或将从 2025年的约15%，提升至2027年的40%以上，市场空间持续扩大。围绕头部客户，英诺赛科正联合电源 厂商及服务器ODM企业，推动氮化镓电源方案在数据中心场景中的规模化落地。 消息面上，英诺赛科此前宣布，旗下氮化镓功率芯片已完成谷歌AI硬件平台的重要设计导入，并签订 合规供货协议，此举标志着英诺赛科正式跻身谷歌AI服务器与数据中心供应链。市场分析指出，英诺 赛科此时深度切入，意在抢占未来数据中心电源高压直流升级的战略制高点。 英诺赛科(02577)午前涨超7%，截至发稿，涨7.06%，报65.95港元，成交额1.39亿港元。 ...

趋势上，春节期间港股共有3个交易日，恒生指数累涨近2%。 今日市场 从市场表现来看，今日黄金有色、锂电、算力硬件概念涨幅居前。旅游、影视、纸业股走低。 智通财经2月23日讯（编辑 冯轶）港股今日情绪回暖，三大指数集体大涨。截至收盘，恒生指数涨2.53%，报27081.91点；恒生科技指数涨3.34%，报5385.35 点；国企指数涨2.65%，报9197.38点。 | 恒生指数 | | --- | | 27156.28 | | 27073.73 | | 26991.18 | | 26908.64 | | 26826.09 | | 26743.54 | | 26660.99 | | 26578.45 | | 26495.90 | | 26413.35 | | 26330.80 | | 26248.25 | | 26165.71 | | 26083.16 | | 26000.61 | | 25918.06 | | 25835.52 | | 25752.97 | | 25670.42 | 截至收盘，长飞光纤光缆(06869.HK)涨超14%，英诺赛科(02577.HK)涨逾10%，中芯国际(00981.HK)涨约5 ...

格隆汇2月23日｜英诺赛科涨11.36%报68.6港元。英诺赛科此前宣布，旗下氮化镓功率芯片已完成谷歌 AI硬件平台的重要设计导入，并签订合规供货协议，此举标志着英诺赛科正式跻身谷歌AI服务器与数 据中心供应链。市场分析指出，英诺赛科此时深度切入，意在抢占未来数据中心电源高压直流升级的战 略制高点。 值得关注的是，氮化镓在AI服务器电源中的应用渗透率有望快速提升。相关预测显示，该比例或将从 2025年的约15%，提升至2027年的40%以上，市场空间持续扩大。围绕头部客户，英诺赛科正联合电源 厂商及服务器ODM企业，推动氮化镓电源方案在数据中心场景中的规模化落地。 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 责任编辑：卢昱君 英诺赛科（02577）午后股价上涨11.36%，现报68.60港元，成交额2.35亿港元。 英诺赛科（02577）午后股价上涨11.36%，现报68.60港元，成交额2.35亿港元。 英诺赛科此前宣布，旗下氮化镓功率芯片已完成谷歌AI硬件平台的重要设计导入，并签订合规供货协 议，此举标志着英诺赛科正式跻身谷歌AI服务器与数据中心供应链。市场分析指出，英诺赛科此时深 度切入，意在抢占未来数据中心电源高压直流升级的战略制高点。 英诺赛科此前宣布，旗下氮化镓功率芯片已完成谷歌AI硬件平台的重要设计导入，并签订合规供货协 议，此举标志着英诺赛科正式跻身谷歌AI服务器与数据中心供应链。市场分析指出，英诺赛科此时深 度切入，意在抢占未来数据中心电源高压直流升级的战略制高点。 值得关注的是，氮化镓在AI服务器电源中的应用渗透率有望快速提升。相关预测显示，该比例或将从 2025年的约15%，提升至2027年的40%以上，市场空间持续扩大。围绕头部客户，英诺赛科正联合电源 厂商及服务器ODM企业，推动氮化镓电源方案在数据中心场景中的规模化落地。 客户端 ...

消息面上，英诺赛科此前宣布，旗下氮化镓功率芯片已完成谷歌AI硬件平台的重要设计导入，并签订 合规供货协议，此举标志着英诺赛科正式跻身谷歌AI服务器与数据中心供应链。市场分析指出，英诺 赛科此时深度切入，意在抢占未来数据中心电源高压直流升级的战略制高点。 智通财经APP获悉，英诺赛科(02577)午前涨超7%，截至发稿，涨7.06%，报65.95港元，成交额1.39亿港 元。 值得关注的是，氮化镓在AI服务器电源中的应用渗透率有望快速提升。相关预测显示，该比例或将从 2025年的约15%，提升至2027年的40%以上，市场空间持续扩大。围绕头部客户，英诺赛科正联合电源 厂商及服务器ODM企业，推动氮化镓电源方案在数据中心场景中的规模化落地。 ...

Core Viewpoint - The recent stock price fluctuations of InnoScience (02577.HK) are primarily driven by its entry into Google's AI hardware supply chain, intertwined with market sentiment, industry performance, and company fundamentals [1]. Recent Events - On February 3, 2026, InnoScience announced that its Gallium Nitride (GaN) power chips have completed significant design integration into Google's AI hardware platform and signed a compliance supply agreement, officially entering Google's AI server and data center supply chain. This collaboration focuses on high-growth areas, highlighting the company's technological leadership and serving as a direct catalyst for the stock price. Following this news, the stock opened over 11% higher on February 4 and closed up 3.90% at HKD 55.90 [2]. Stock Performance - After the announcement, the stock price continued to rise, with a single-day increase of 6.87% on February 10 (closing at HKD 60.65) and a further rise of 4.41% to HKD 61.60 on February 12. As of the close on February 13, the stock was at HKD 63.50, reflecting a cumulative increase of 17.59% from the low of HKD 54.00 on February 6. Trading activity increased significantly, with a transaction volume of HKD 798 million on February 10 and a turnover rate of 2.51%, indicating a notable rise in investor interest. On February 13, the transaction volume remained high at HKD 518 million. The semiconductor sector also showed strength during this period, with InnoScience, as a leader in GaN technology, receiving substantial capital support and achieving notable gains [3]. Industry Position - InnoScience is the world's first IDM company to achieve large-scale production of 8-inch silicon-based GaN, with a monthly capacity of 15,000 wafers and a yield rate of 97%. Its products can enhance server power density by 50%. The company has received recognition from major players like NVIDIA and Google, reinforcing market expectations regarding its positioning in the AI computing supply chain [4]. Financial Performance - In the first half of 2025, the company reported revenue of HKD 553 million, a year-on-year increase of 43.43%. The gross margin improved from -21.6% to 6.8%, although the net profit remained a loss of HKD 429 million. The collaboration with Google is expected to accelerate the commercialization of its high-end business (AI/data centers), potentially aiding in the reduction of losses [5]. Industry and Risk Analysis - Market sentiment is mixed: while the AI computing theme is gaining traction, the company's valuation is under pressure (TTM P/E ratio of -53.73). Some investors are taking profits, leading to intraday stock price volatility. The GaN sector is characterized by rapid technological iterations, and the company faces competition from international giants. Continuous losses and high R&D expenditures may exacerbate financial pressures. The stock price fluctuations reflect a market interplay between "short-term boosts from significant collaborations" and "long-term uncertainties regarding profitability." The partnership with Google validates the company's technological capabilities and growth potential, but the sustainability of the stock price will depend on the progress of order fulfillment and actual improvements in profitability [6].

Group 1 - Korean investors have shown increasing enthusiasm for Chinese assets, with a total investment exceeding $88 million in the top ten stocks as of February 10, 2026 [3] - The top ten stocks purchased by Korean investors include MINIMAX-WP, Huaxia CSI 300 ETF, and Lanke Technology, with respective investments of $20.67 million, $19.18 million, and $18.64 million [1][2] - There is a noticeable shift in Korean investment focus towards emerging technology companies in China, compared to 2025, where the top investments were in companies like Xiaomi and Alibaba [4] Group 2 - The investment amounts for the top ten stocks in 2026 are as follows: MINIMAX-WP ($20.67 million), Huaxia CSI 300 ETF ($19.18 million), Lanke Technology ($18.64 million), and others, indicating a diverse interest in various sectors [2][4] - In 2025, the top investments were led by Xiaomi Group ($87.75 million) and Global X China Semiconductor ETF ($7.40 million), highlighting a different investment landscape compared to 2026 [5]