Market Overview - The Hang Seng Index (HSI) experienced a slight decline of 0.18%, closing at 24,727.78 points, while the Hang Seng Tech Index fell by 0.12% to 5,446.61 points [1] - The total market turnover reached HKD 119.797 billion [1] Sector Performance - The logistics sector showed strong performance, leading the market [1] - The photovoltaic and non-ferrous metals sectors also performed well [1] - Automotive stocks exhibited mixed results, while SaaS concepts saw a rise followed by a decline [1] - Oil stocks recorded the largest declines [1] Notable Stocks - InnoCare Pharma (02577.HK) surged by 30.68%, becoming the only chip company included in NVIDIA's latest 800V architecture supplier list [1] - NIO Inc. (09866.HK) rose by 9.05% following the official launch of its L90 model [1] - Zymeworks Inc. (09939.HK) fell by 16.41% as the company plans to conduct a placement of 20.673 million shares, aiming to raise HKD 40.34 million [1]

每经AI快讯，8月1日，港股英诺赛科短线拉升，现涨超30%。 （文章来源：每日经济新闻） ...

Core Insights - InnoCare Technology (2577.HK) saw its stock price surge over 14% to HKD 50.25, reaching a new high since March [1] - The company has been listed as the only Chinese chip enterprise in NVIDIA's updated partner list for the 800V direct current power architecture, indicating a deep collaboration between the two [1] - This partnership aims to enhance the scalability of the 800VDC power architecture in AI data centers, significantly increasing computing density and power capacity [1] Company Summary - InnoCare Technology's stock performance reflects positive market sentiment following the announcement of its partnership with NVIDIA [1] - The collaboration is expected to boost the computing density in single server rooms by over 10 times and enable power density in single cabinets to exceed 300kW [1] - This development marks a significant step towards the global AI data center entering the megawatt-level power supply era [1]

英诺赛科(02577.HK)午盘前持续拉升，日内涨超25%。 ...

港股英诺赛科短线拉升，现涨幅迅速扩大至30%，进入第二次冷静期，消息面上英伟达最新800V架构 供应商名单曝光，英诺赛科成中国唯一入选芯片企业。 ...

消息面上，8月1日，英伟达官网更新800V直流电源架构合作商名录，英诺赛科是本次入选英伟达合作 伙伴中唯一的中国芯片企业。这意味着双方正式达成深度合作，双方将携手推动800V直流（800VDC） 电源架构在AI数据中心的规模化应用。此次合作将单机房算力密度将提升10倍以上，助力单机柜功率 密度突破300kW，推动全球AI数据中心正式迈入兆瓦级供电时代。 智通财经APP获悉，英诺赛科(02577)午前飙升14%，截至发稿，涨14.2%，报50.25港元，成交额1.82亿 港元。 值得注意的是，英诺赛科近期宣布完成配售1358万股新H股，配售价为每股H股40.50港元，募资净额为 5.43亿港元。富瑞发布研报称，通过此次配股集资，英诺赛科将解决2027年预计约5,000万美元的资金缺 口问题，目前预测公司今年资本开支为5.7亿元人民币，至明年将增至14亿元人民币，相信英诺赛科将 于今年下半年打入中国电动车供应链，明年加快产能扩张有助支持相关业务拓展，确保供应稳定性，并 增强下游客户如电动车厂商采用氮化镓技术的信心，形成良性循环。 ...

英诺赛科(02577)午前飙升14%，截至发稿，涨14.2%，报50.25港元，成交额1.82亿港元。 消息面上，8月1日，英伟达官网更新800V直流电源架构合作商名录，英诺赛科是本次入选英伟达合作 伙伴中唯一的中国芯片企业。这意味着双方正式达成深度合作，双方将携手推动800V直流(800VDC)电 源架构在AI数据中心的规模化应用。此次合作将单机房算力密度将提升10倍以上，助力单机柜功率密 度突破300kW，推动全球AI数据中心正式迈入兆瓦级供电时代。 值得注意的是，英诺赛科近期宣布完成配售1358万股新H股，配售价为每股H股40.50港元，募资净额为 5.43亿港元。富瑞发布研报称，通过此次配股集资，英诺赛科将解决2027年预计约5,000万美元的资金缺 口问题，目前预测公司今年资本开支为5.7亿元人民币，至明年将增至14亿元人民币，相信英诺赛科将 于今年下半年打入中国电动车供应链，明年加快产能扩张有助支持相关业务拓展，确保供应稳定性，并 增强下游客户如电动车厂商采用氮化镓技术的信心，形成良性循环。 ...

人民财讯8月1日电，8月1日，英伟达（NVIDIA）官网更新800V直流电源架构合作商名录，英诺赛科是 本次入选英伟达合作伙伴中唯一的中国芯片企业。这意味着双方正式达成深度合作，双方将携手推动 800V直流（800 VDC）电源架构在AI数据中心的规模化应用。此次合作将单机房算力密度将提升10倍 以上，助力单机柜功率密度突破300kW，推动全球AI数据中心正式迈入兆瓦级供电时代。 转自：证券时报 ...

Core Viewpoint - InnoCare (02577) has seen a stock increase of over 3%, currently up 3.58% at HKD 44.8, with a trading volume of HKD 85.75 million. The company has announced a partnership with United Electronics to establish a joint laboratory focused on developing advanced power electronic systems for electric vehicles using GaN technology [1]. Group 1: Company Developments - The collaboration with United Electronics aims to leverage the advantages of GaN technology in terms of size, weight, and efficiency for electric vehicle power electronics [1]. - GaN power devices can reduce power loss by up to 10 times compared to traditional silicon-based devices, significantly enhancing efficiency and power density while lowering system costs [1]. Group 2: Industry Implications - The application of GaN technology extends beyond consumer electronics, with successful mass production in data centers, industrial applications, and photovoltaic equipment, as well as in electric vehicle power electronic systems [1]. - The material properties of GaN set a new standard for system performance in power conversion, leading to reduced losses, improved efficiency, smaller size, and lighter weight, which in turn lowers the system BOM cost and reduces carbon emissions [1].

Core Viewpoint - InnoCare (02577) has seen a stock increase of over 3%, currently at 44.8 HKD, driven by the establishment of a joint laboratory with United Electronics to develop advanced power electronic systems for electric vehicles using GaN technology [1] Company Developments - The collaboration aims to leverage the advantages of GaN technology in terms of size, weight, and efficiency for electric vehicle power electronics [1] - GaN power devices can reduce power loss by up to 10 times compared to traditional silicon-based devices, significantly enhancing efficiency and power density while lowering system costs [1] Industry Impact - GaN technology is widely applicable in electric vehicles, renewable energy systems, artificial intelligence, and data center power supplies [1] - The material properties of GaN set a new standard for system performance in power conversion, leading to reduced losses, increased efficiency, and smaller, lighter systems, which in turn lowers the Bill of Materials (BOM) costs [1] - The application range of GaN power devices has expanded beyond consumer electronics to include data centers, industrial applications, and photovoltaic equipment, where mass production has already been achieved [1]