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港股英诺赛科日内涨超21%
Group 1 - The core point of the article is that InnoTek's stock price surged over 21% in a single day, following a previous increase of over 30% in the prior trading session [1] - The company announced a partnership with NVIDIA to jointly promote the large-scale implementation of 800VDC power architecture in AI data centers [1]
英诺赛科日内涨超20%,上个交易日收涨超30%
Mei Ri Jing Ji Xin Wen· 2025-08-04 05:48
(文章来源:每日经济新闻) 每经AI快讯,8月4日,英诺赛科日内涨超20%,上个交易日收涨超30%。 ...
英诺赛科午后涨幅扩大逾23% 富瑞指公司成为英伟达800V直流电源合作商意义重大
Zhi Tong Cai Jing· 2025-08-04 05:47
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, indicating strong market interest and potential growth in the AI sector [1] Group 1: Company Developments - InnoCare's stock rose by 30% last Friday and expanded by over 23% in the afternoon of the following trading day, reaching HKD 70.85 with a trading volume of HKD 2.172 billion [1] - The company officially confirmed its collaboration with NVIDIA, focusing on the implementation of the 800VDC power architecture, which is designed for high-efficiency power supply in megawatt-level computing infrastructure [1] Group 2: Market Implications - The 800VDC architecture offers significant advantages over traditional 54V systems in terms of efficiency, thermal loss, and reliability, potentially enhancing AI computing power by 100 to 1000 times [1] - According to a report from Jefferies, InnoCare's inclusion in NVIDIA's 800VDC power supply vendor list is crucial for both GaN (Gallium Nitride) technology and InnoCare itself, especially in light of TSMC's closure of its GaN foundry [1] - The total addressable market (TAM) for GaN in AI data centers is preliminarily estimated at USD 2.5 billion, suggesting that InnoCare's recent stock surge reflects a capitalization of potential profits at a price-to-earnings (PE) ratio of 5 times [1] - Jefferies notes that while the quantifiable potential is still early, mass production is expected to begin in 2027 [1]
港股异动 | 英诺赛科(02577)午后涨幅扩大逾23% 富瑞指公司成为英伟达800V直流电源合作商意义重大
智通财经网· 2025-08-04 05:43
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 computing infrastructure [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 AI data centers, offering significant advantages over traditional 54V systems [1] - The new power system is expected to support a 100 to 1000 times increase in AI computing power [1] Group 3: Market Analysis - Jefferies reported that 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 preliminarily estimated at USD 2.5 billion, indicating that InnoCare's recent stock surge reflects a capitalization of potential profits at a 5x price-to-earnings (PE) ratio [1] - Jefferies noted that the quantification of 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]
机械设备板块走高,医药股回调
Zhong Guo Ji Jin Bao· 2025-08-04 05:16
【导读】机械设备板块走高,医药股回调 中国基金报记者 晨曦 大家好!来一起关注上午的市场行情和最新资讯~ 8月4日上午,A股市场走势分化,沪指盘中拉升翻红。截至午间收盘,上证指数涨0.2%,深证成指跌 0.28%,创业板指跌0.49%。 | more of 3567.02 | 10960.75 | more in | 2311.27 | House | | --- | --- | --- | --- | --- | | 上证指数 +0.20% | 深证成指 -0.28% | | 创业板指 -0.49% | | 全市场半日成交额为9323亿元,较上日小幅缩量;全市场近2800只个股上涨。 盘面上,航天军工、贵金属、纺织服饰、银行、机械设备等板块走高,军工信息化、黄金珠宝、工业母 机等概念股活跃;医药股回调,零售、通信、教育等板块不振。 | | | Wind热门概念指数 | | | --- | --- | --- | --- | | 军工信息化 3.70% | 商业航天 2.96% | 军民融合 2.95% | 大飞机 2.92% | | 航母 2.90% | 黄金珠宝 2.66% | 培育钻石 2.33% | ...
杰富瑞:英诺赛科长期上行潜力仍然巨大 维持买入评级
news flash· 2025-08-04 05:13
Core Viewpoint - Jefferies reports that Innoscience has significant long-term upside potential, maintaining a "Buy" rating with a target price of HKD 54.29 [1] Group 1: Market Potential - Jefferies estimates the Total Addressable Market (TAM) for Innoscience's NV72 (based on GB200) to be approximately USD 1.5 billion, and USD 2.5 billion when including ASICs from cloud service providers [1] - Assuming a 50% market share for Innoscience, with a net profit margin of 25%, the recent market capitalization increase of USD 1.5 billion reflects only a 5x price-to-earnings ratio of potential profits from AI servers [1] Group 2: Future Projections - Jefferies anticipates that mass production will begin in 2027, although the quantifiable potential is still considered premature as the 800VDC architecture and Ruben chip design have not been finalized [1] - The firm acknowledges that further profit-taking after the recent price surge would not be unexpected [1]
港股午评: 科指收涨0.93% 英诺赛科续涨12%
news flash· 2025-08-04 04:08
金十数据8月4日讯,港股早盘低开后震荡走高,恒指收涨0.49%,报24627.25点;科指收涨0.93%,报 5447.62点。盘面上,黄金股、半导体股、影视股上涨;加密货币概念股回调,医药股、能源股下跌, 汽车股分化。个股方面,英诺赛科(02577.HK)涨超12%,华虹半导体(01347.HK)涨6.5%,新东方 (09901.HK)涨4.6%,快手(01024.HK)、联想集团(00992.HK)涨3.5%;药明康德(02359.HK)跌近3%,比亚 迪股份(01211.HK)跌超2%,中国海洋石油(00883.HK)、阿里巴巴(09988.HK)跌超1%。 港股午评: 科指收涨0.93% 英诺赛科续涨12% ...
异动盘点0804|英诺赛科涨超8%,优必选涨超5%;亚马逊跌超8%,Rocket股价走高涨超11%,Reddit涨超17%
贝塔投资智库· 2025-08-04 04:03
Group 1: Market Performance - Dongyue Group (00189) saw a rise of over 1%, with expectations for increased refrigerant demand as the new cooling season begins, despite a seasonal decline in August [1] - Hong Kong's banking stocks experienced a rally, with Agricultural Bank (01288) up over 2%, and other banks like ICBC (01398) and China Merchants Bank (03968) also gaining over 1%. The overall asset quality of listed banks remains stable, and profit growth is expected to continue [1] - In the gold sector, Lingbao Gold (03330) rose over 3%, with other companies like Chifeng Jilong Gold (06693) and Shandong Gold (01787) also seeing significant gains, driven by lower-than-expected U.S. job growth data which increased interest in gold [3] Group 2: Company Announcements - InnoCare (02577) surged over 8% after being named the only Chinese chip company in NVIDIA's 800VDC power architecture collaboration, indicating a significant partnership in AI data centers [2] - Derun Shipping (02510) announced a profit forecast of approximately $180 million to $200 million for the six months ending June 30, 2025, representing a 220% to 255% increase compared to the previous year [2] - China Eastern Education (00667) reported an expected profit increase of no less than 45% for the first half of the year, driven by a 7% increase in new student registrations and effective cost control [3] Group 3: Financial Results - Amazon (AMZN.US) reported second-quarter earnings that exceeded expectations, with AWS revenue growing 17% year-over-year, but the third-quarter profit guidance fell short of market expectations [5] - Coinbase (COIN.US) saw a 16.7% drop after reporting second-quarter revenue of $1.5 billion, which was below analyst expectations, despite a significant profit increase due to investments [5] - Moderna (MRNA.US) experienced a decline of over 10% due to delays in vaccine shipments, leading to a downward revision of its revenue forecast for 2025 [7]
港股半导体股走强,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%,中芯国际、晶门半导体涨超2%
Ge Long Hui· 2025-08-04 03:32
(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 | | ...
越秀证券每日晨报-20250804
越秀证券· 2025-08-04 03:06
Market Performance - The Hang Seng Index closed at 24,507, down 1.07% for the day but up 22.17% year-to-date [1] - The Hang Seng Tech Index closed at 5,397, down 1.02% for the day and up 20.80% year-to-date [1] - The Dow Jones Index closed at 43,588, down 1.23% for the day and up 2.45% year-to-date [1] - The S&P 500 Index closed at 6,238, down 1.60% for the day and up 6.06% year-to-date [1] - The Nasdaq Index closed at 20,650, down 2.24% for the day and up 6.94% year-to-date [1] Currency and Commodity Performance - The Renminbi Index is at 96.760, up 1.48% over the last month but down 3.91% over the last six months [2] - Brent crude oil is priced at $71.440 per barrel, up 7.67% over the last month but down 1.33% over the last six months [2] - Gold is priced at $3,295.05 per ounce, down 1.31% over the last month but up 17.05% over the last six months [2] Company News - RWA Group received strategic investment from Meta Strategy, which will support technology development and market expansion [11][12] - InnoTech responded to being selected as a partner for NVIDIA's 800V DC power architecture, indicating that the collaboration has not yet generated substantial orders [13] - BYD reported July sales of 344,296 new energy vehicles, a 10% month-on-month decrease [14] - Apple plans to increase spending on data centers and acquisitions to catch up with competitors in AI [15] Economic Indicators - The US ISM Manufacturing PMI fell to 48 in July, indicating a contraction for the fifth consecutive month [17] - The US has raised tariffs on several Asian countries, with rates reaching up to 40% [16] - Trump's administration announced a 35% tariff on certain imports from Canada, while maintaining exemptions under the USMCA [18]