国泰海通证券此前指出，AI应用加速浪潮下，港股科技或勇立潮头。首先，港股科技企业在AI领域具 备较强的竞争力，或能充分受益于AI产业红利。其次，港股龙头互联网企业资本开支和云业务收入也 在强劲增长，未来商业化应用有望加速落地。在基本面和资金面支撑下，低估的港股互联网仍有估值抬 升潜力。 智通财经APP获悉，港股早盘冲高回落，午后则上演"V"型反转，恒指及国指均转涨逾1%，恒科指大涨 近3%。截止收盘，恒生指数涨1.6%或386.8点，报24590.12点，全日成交额为2884亿港元；恒生国企指 数涨1.65%，报8877.1点；恒生科技指数涨2.8%，报5431.29点。 中国银河证券指出，在全球权益市场中，港股绝对估值处于相对低位水平、估值分位数处于历史中上水 平，中长期配置价值仍然较高。中信证券表示，港股当前的估值洼地特征又显现出来，在巨大的配置压 力下，保险资金投资范围扩圈是大势所趋，南下资金有望再次回暖。 蓝筹股表现 阿里巴巴-W(09988)表现亮眼。截至收盘，涨6.97%，报113.5港元，成交额216.52亿港元，贡献恒指 122.21点。国信证券就阿里巴巴发布研报称，预计1QFY26收入同比增 ...

中国2025年6月重磅宏观经济数据公布，其中Q2GDP同比5.2%超预期。港股三大指数午后持续拉升走 强，一扫早盘冲高回落行情。截止收盘，恒生科技指数一马当先，最终收涨2.8%，恒生指数、国企指 数分别上涨1.6%及1.65%。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 800000 | 恒生指数 | ○ 24590.12 | +386.80 | 1:60% | | 800100 | 国企指数 | 8877.10 | +144.36 | 1.65% | | 800700 | 恒生科技指数 | 5431.29 | +147.79 | 2.80% | 盘面上，作为市场风向标的大型科技股午后持续攀升助力大市上涨，其中，阿里巴巴大涨近7%，美 团、百度涨超4%，腾讯涨3.5%，京东涨超2%；行业利好不断，稳定币概念股普遍走高，云锋金融大涨 19.5%；生物医药股全天维持强势行情；苹果概念股、软件类股、汽车股、电信股、海运股午后涨幅持 续扩大。另一方面，比特币下破11.7万美元，加密货币概念股低迷，上半年全国房地产开发投资同比跌 11 ...

美股盘前，英伟达涨超3%，热门中概股集体走强，阿里巴巴涨超6%，金山云盘前涨超15%、万国数据 涨超12%。黄仁勋宣布，将开始向中国市场销售H20芯片。 ...

中概股美股盘前集体走强， 金山云涨超15%、 万国数据涨超12%、 阿里巴巴涨超6%。 ...

美股盘前，热门中概股集体走强，金山云(KC.O)涨超15%、万国数据(GDS.O)涨超12%、阿里巴巴 (BABA.N)涨超6%。 ...

Core Points - The U.S. stock market showed mixed results with the Dow Jones down by 0.15%, the S&P 500 down by 0.11%, and the Nasdaq up by 0.02% [1] - Cryptocurrency-related stocks saw an increase, driven by the performance of Bitcoin, with MicroStrategy (MSTR.O) rising nearly 3% [1] - Chinese concept stocks experienced a general rise, with Kingsoft Cloud (KC.O) increasing by nearly 9% after fully integrating the Kimi-K2 model, NIO Inc. (NIO.N) up nearly 5%, and Li Auto (LI.O) rising approximately 2.5% [1]

金山云美股盘前涨超10%，发布金山政务AI一体机，全面接入Kimi-K2模型。 ...

Core Insights - Kingsoft Cloud (KC.US) and Kingsoft Office launched the Kingsoft Government AI Integrated Machine, marking a significant breakthrough in the "AI + Government Office" application field [1] - The integrated machine combines Kingsoft Cloud's full-stack AI capabilities with Kingsoft Office's 37 years of document experience, creating a dual-integration model of "domestic computing power + privatized AI" [3] Product Features - The integrated machine covers 15 types of statutory document writing scenarios and 61 detailed creation scenarios, offering three intelligent creation methods: free writing, template writing, and AI imitation writing [3] - It features fully domestic AI computing servers and integrates Kingsoft's government office large model and DeepSeek-R1 model, improving inference efficiency by 50% through various technical enhancements [3] Security and Compliance - The integrated machine ensures data security through a dedicated government network, with triple protection measures including access control, transmission encryption, and compliance auditing [3] - It has integrated authoritative media resources, allowing the model to access the latest policy documents, ensuring timely and accurate information [3] Pilot Implementation - The integrated machine has been piloted in over 20 government departments in Zhuhai High-tech Zone, with significant improvements in document processing efficiency, achieving a 45% increase in writing efficiency and reducing document review time by approximately 60% [4] - The collaboration between Kingsoft Cloud and Kingsoft Office aims to drive technological integration and practical implementation in the government and enterprise AI sector [4] Future Outlook - Kingsoft Cloud plans to continue expanding its technological capabilities and service boundaries, collaborating with ecosystem partners to enhance products and services for government and enterprise clients [5]

Investment Rating - The industry investment rating is "Strongly Outperform the Market," indicating an expected industry index increase of over 5% in the next six months [32]. Core Insights - Oracle announced a $30 billion order and plans to expand data centers in the U.S., with multi-cloud database revenue growing at over 100% [4][7]. - CoreWeave received the first batch of NVIDIA GB300 servers, significantly enhancing AI processing capabilities and efficiency [8]. - Figma is preparing for a major IPO, projecting $749 million in revenue for 2024, with a focus on integrating AI into its design platform [9][13]. - The AI sector is experiencing a new technology cycle driven by increased computational power, model iteration, and accelerated commercialization [4]. - ByteDance's Doubao launched a new "In-Depth Research" feature, enhancing its AI capabilities for complex task processing [22][26]. Summary by Sections Oracle - Oracle's CEO stated a strong start to FY26, with multi-cloud database revenue growing over 100% and a significant contract with OpenAI expected to contribute over $30 billion annually starting FY28 [4][7]. CoreWeave - CoreWeave announced the receipt of NVIDIA's latest GB300 servers, which enhance AI model output efficiency by up to 50 times, marking a significant advancement in AI cloud services [8]. Figma - Figma aims for a $1.5 billion IPO, with 2024 revenue projected at $749 million, reflecting a 48% year-over-year growth. The platform is embedding AI to improve design efficiency [9][13]. AI Dynamics - The AI industry is witnessing a robust cycle characterized by high demand for computational power and rapid advancements in AI applications, with major companies like Oracle and CoreWeave leading the charge [4]. ByteDance - ByteDance's Doubao introduced the "In-Depth Research" feature, which allows users to process complex tasks and generate structured reports, indicating a shift towards deeper AI application capabilities [22][26].

Core Insights - The data indicates significant trading volume increases for various companies, suggesting heightened investor interest and potential market movements [1][2][3][4][5] Group 1: Companies with Notable Volume Increases - 阳光能源 (00757) reported a volume ratio of 2.35, indicating strong trading activity [2] - 长城汽车 (02333) had a volume ratio of 2.21, reflecting increased investor engagement [2] - 郑煤机 (00564) showed a volume ratio of 1.92, suggesting a notable rise in trading [2] Group 2: Additional Companies with Increased Trading Activity - 万国数据-SW (09698) recorded a volume ratio of 1.83, indicating significant market interest [2] - 映恩生物-B (09606) had a volume ratio of 1.78, reflecting heightened trading activity [2] - 超盈国际控股 (02111) reported a volume ratio of 1.71, suggesting increased investor focus [2] Group 3: Companies with Moderate Volume Ratios - 中国能源建设 (03996) had a volume ratio of 1.70, indicating a solid level of trading activity [2] - 亚信科技 (01675) reported a volume ratio of 1.60, reflecting moderate investor interest [2] - 金宝通 (00320) showed a volume ratio of 1.53, suggesting a rise in trading volume [2] Group 4: Companies with Lower Volume Ratios - 中国水务 (00855) had a volume ratio of 1.52, indicating stable trading activity [2] - 广汽集团 (02238) reported a volume ratio of 1.52, reflecting consistent investor engagement [2] - 凯莱英 (06821) showed a volume ratio of 1.52, suggesting steady trading interest [2]