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].

继上周五收涨近31%后，英诺赛科(2577.HK)今日继续上涨，午后涨幅进一步扩大至超27%，报73.55港元，再创历史新高，截至目前成交额放大至近30亿 港元。 消息面上，公司宣布，已于近日与英伟达达成合作，联合推动800 VDC(800伏直流)电源架构在AI数据中心的规模化落地。该架构是英伟达针对未来高效 供电兆瓦级计算基础设施而专门设计的新一代电源系统，相比传统54V电源，在系统效率、热损耗和可靠性方面具有显著优势，可支持AI算力100-1000倍 的提升。 ...

Group 1 - The core viewpoint of the news is that InnoCare (2577.HK) has experienced significant stock price increases, rising nearly 31% last Friday and further increasing by over 27% today, reaching a historical high of 73.55 HKD with a trading volume of nearly 3 billion HKD [1][3] Group 2 - The company has recently announced a partnership with NVIDIA to jointly promote the large-scale implementation of the 800 VDC (800-volt direct current) power architecture in AI data centers [3] - This new power system, specifically designed by NVIDIA for future efficient power supply in megawatt-level computing infrastructure, offers significant advantages in system efficiency, thermal loss, and reliability compared to traditional 54V power systems [3] - The 800 VDC architecture is capable of supporting a 100 to 1000 times increase in AI computing power [3]

每经AI快讯，8月4日，港股英诺赛科涨幅扩大至30%。 （文章来源：每日经济新闻） ...

Core Viewpoint - InnoCare (02577.HK) has seen its stock price surge over 30% for the second consecutive trading day, approaching HKD 75, marking a historical high. The company has been selected as a partner for NVIDIA's 800V DC power architecture [1] Group 1 - InnoCare's stock price has increased significantly, reaching a historical high [1] - The company is now a collaborator with NVIDIA, which may enhance its market position and growth potential [1]

Group 1 - The core viewpoint of the news is that InnoCare (2577.HK) has experienced significant stock price increases, rising nearly 31% last Friday and continuing to rise over 24% today, reaching HKD 71.42 with a trading volume of HKD 2.4 billion [1][3] Group 2 - The company has recently announced a partnership with NVIDIA to jointly promote the large-scale implementation of the 800 VDC (800-volt direct current) power architecture in AI data centers [3] - This new power system, designed specifically by NVIDIA for future efficient power supply in megawatt-level computing infrastructure, offers significant advantages in system efficiency, thermal loss, and reliability compared to traditional 54V power systems [3] - The 800 VDC architecture is capable of supporting a 100 to 1000 times increase in AI computing power [3]

Group 1 - The core point of the article is that InnoPhase has seen a significant stock price increase due to its partnership with NVIDIA, which is expected to enhance its market position in AI data centers [2] - On August 1, NVIDIA updated its list of partners for the 800V direct current power architecture, with InnoPhase being the only Chinese chip company included [2] - InnoPhase announced that it has officially partnered with NVIDIA to promote the large-scale implementation of the 800VDC power architecture in AI data centers, which is designed for high-efficiency power supply for megawatt-level computing infrastructure [2] Group 2 - The new 800VDC power system offers significant advantages over traditional 54V systems in terms of efficiency, thermal loss, and reliability [2] - The architecture is expected to support a 100 to 1000 times increase in AI computing power [2]

英诺赛科(02577.HK)盘中一度涨28%，股价创历史新高，最高触及73.55港元，现涨幅回落至25%以内。 ...

Core Viewpoint - InnoCare (02577) has seen a significant stock price increase following the announcement of a partnership with NVIDIA to promote the 800VDC power architecture in AI data centers, which is expected to enhance efficiency and performance in AI computing [1] Group 1: Stock Performance - InnoCare's stock rose by 30% last Friday and expanded its gains by over 23% in the afternoon session, reaching HKD 70.85 with a trading volume of HKD 2.172 billion [1] Group 2: Partnership with NVIDIA - InnoCare has officially confirmed its collaboration with NVIDIA to implement the 800VDC power architecture, designed for high-efficiency power supply in megawatt-level computing infrastructure [1] - The 800VDC system offers significant advantages over traditional 54V systems in terms of efficiency, thermal loss, and reliability, potentially increasing AI computing power by 100 to 1000 times [1] Group 3: Market Implications - According to a report by Jefferies, InnoCare's inclusion in NVIDIA's 800VDC power supplier list is significant for both GaN technology and InnoCare itself [1] - The total addressable market (TAM) for GaN in AI data centers is estimated at USD 2.5 billion, indicating that InnoCare's recent stock surge reflects only a 5x price-to-earnings (PE) capitalization of potential profits [1] - Jefferies notes that the quantifiable potential is still early, as the 800VDC architecture and Ruben chip design have not been finalized, with mass production expected to begin in 2027 [1]

Core Viewpoint - InnoCare (2577.HK) has experienced significant stock price increases, rising nearly 31% last Friday and further expanding by over 24% today, reaching HKD 71.42, with a trading volume of HKD 2.4 billion [1] Company Summary - InnoCare has recently announced a partnership with NVIDIA to jointly promote the large-scale implementation of the 800 VDC (800-volt direct current) power architecture in AI data centers [1] - The 800 VDC architecture is specifically designed by NVIDIA for future efficient power supply megawatt-level computing infrastructure, offering significant advantages in system efficiency, thermal loss, and reliability compared to traditional 54V power systems [1] - This new power system can support an enhancement of AI computing power by 100 to 1000 times [1]