Group 1 - The Hang Seng Index fell by 1.07%, down 270 points, closing at 24,906 points, while the Hang Seng Tech Index rose by 0.34% [1] - AI concept stocks showed strong performance, with multiple catalysts for AI applications in the second half of the year, indicating significant investment opportunities [1] - Notable gainers in AI stocks included Meitu Inc. (up 15.26%), Kingdee International (up 11.70%), and Kuaishou-W (up 8.98%) [1] Group 2 - Three-Six Pharmaceutical saw a rise of over 5% due to the overseas potential of SSGJ-707 being linked with Pfizer [2] - Huajian Medical surged over 10% after partnering with BGI to establish an innovative drug intellectual property tokenization fund [2] - Copper stocks declined across the board following Trump's announcement of a 50% tariff on imported semi-finished copper, with Zijin Mining falling by 4.93% [2]

Meta Platforms公布财报显示，第二季度营收超过预期，对当前时期的预测也强于预期，这表明这家社 交媒体公司的广告业务仍在快速增长，足以支持其在人工智能方面的大举支出。财报公布后，Meta美 股盘后一度大涨10%。 Meta预计，其第三季度营收将达到475亿美元至505亿美元，此外，Meta还上调了2025财年资本开支预 期区间的下限，因为该公司继续加大对人才、基础设施、数据中心和能源的投资，以在快速发展的AI 竞赛中保持竞争力。Meta目前预计全年资本支出将在660亿美元至720亿美元之间，较此前640亿至720 亿美元的预期有所提高。 格隆汇7月31日｜港股市场AI概念股集体强势，其中，美图公司涨超14%，金蝶国际涨超11%，创梦天 地、金山云涨超10%，汇量科技、快手-W涨超8%，粉笔、迈富时涨超7%，第四范式涨超6%，微盟集 团涨超5%，金山软件涨超4%。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 01357 | 美图公司 | (0) | 14.71% | 12.480 | 569.86 ...

东方证券指出，看好下半年垂类AI产品用户增长和商业化闭环提速，考虑到目前海外AI付费习惯和意 愿更好，该行认为应重视国内有海外AI应用布局的公司，商业化起量或超预期。中信证券此前表示， H20解禁有望提振头部厂商CAPEX投入节奏，叠加从模型迭代到应用爆发的多重催化，下半年AI主线 具备充分投资机遇。 消息面上，近期，AI应用迎来多重催化。7月26日，2025世界人工智能大会（WAIC 2025）在上海拉开 帷幕。具身智能、智能体、AI眼镜等AI应用方向获得了较高关注度。此外，阿里通义千问，智谱近日 相继发布最新大模型。阿里开源了通义千问最新的编程大模型Qwen3-Coder。该模型在代码能力和智能 体能力方面取得重大突破，超越GPT4.1等闭源模型，比肩全球最强的编程模型Claude4；智谱发布新一 代旗舰模型GLM-4.5，并在HuggingFace与ModelScope平台同步开源。此外，OpenAI计划于8月推出新版 旗舰大模型GPT-5。 智通财经APP获悉，AI概念股走势强劲，截至发稿，美图公司(01357)涨13.05%，报12.3港元；金蝶国际 (00268)涨9.92%，报18.4港元；汇量 ...

智通财经7月31日电，截至发稿，美图公司(01357.HK)涨12.50%、汇量科技(01860.HK)涨9.85%、金蝶国 际(00268.HK)涨8.96%、金山云(03896.HK)涨7.97%。 港股AI概念股走强 美图公司涨超12% ...

公告称，作为云服务提供商，公司需要大量的IDC资源及网络硬件设备来支持其不断增长的业务并提升 其云服务能力。此外，由于从小米集团采购的服务及产品的条款及条件对集团而言不逊于从其他独立第 三方服务提供商采购的服务及产品的条款及条件，因此订立此类交易将使集团能够获得稳定且优质的 IDC服务及网络硬件设备来源，并降低集团从众多提供商采购类似服务的行政性开支，从而进一步提高 整体营运效率。 智通财经APP获悉，金山云(03896)盘中涨超6%，截至发稿，涨6.35%，报7.87港元，成交额6.38亿港 元。 消息面上，金山云发布公告，于2025年7月29日(交易时段后)，公司与小米订立2025年小米合作框架协 议，据此，(1)公司已同意购买而小米已同意提供IDC相关服务，初始期限自2025年7月29日起为期三 年，及(2)公司已同意购买而小米已同意出售网络硬件设备，初始期限自2025年7月29日起为期一年。 ...

Core Viewpoint - The 2025 World Artificial Intelligence Conference (WAIC) is boosting the performance of AI concept stocks, particularly for Kingsoft Cloud, which has seen significant price increases recently [1] Company Summary - Kingsoft Cloud (3896.HK) experienced a surge of over 7%, reaching HKD 7.94, with a trading volume of HKD 540 million [1] - The stock had previously risen nearly 12% on July 15, indicating strong market interest [1] - At WAIC, Kingsoft Cloud showcased six major AI innovations, including the Star Stream platform, Intelligent Computing Cloud, Embodied Intelligence, Government AI Integrated Machine, and industry models, highlighting its technological advancements and industry application capabilities [1] - Morgan Stanley recently issued a report expressing optimism about Kingsoft Cloud's AI growth prospects, raising its target price to HKD 10 [1]

本文源自：金融界 金山云控股有限公司以提供全球范围内的云服务为主营业务，构建了一整套的云计算基础架构和运营体 系，服务领域涉及互联网、公共服务、数字健康、金融等多个领域。公司运用大数据、人工智能和边缘 计算等高新技术，为500余家优质客户提供超过150种解决方案，并于2020年和2022年分别在美股和港股 完成上市。 作者：行情君 7月31日，金山云(03896)盘中上涨4.19%，截至10:09，报7.71元/股，成交3.01亿元。 截至2025年一季报，金山云营业总收入19.7亿元、净利润-3.14亿元。 ...

Core Insights - Kingsoft Cloud's stock price increased by 7% to HKD 7.92, with a trading volume of HKD 479 million, marking a rise of over 23% in the past month [1] Group 1: Company Performance - Kingsoft Cloud showcased six major solutions at the 2025 World Artificial Intelligence Conference (WAIC), highlighting its innovative technological capabilities in the AI sector [1] - The company has integrated various AI models, including the Wenxin 4.5 series, Kimi-K2 series, Xiaomi MiMo series, Qwen3 series, and DeepSeek-R1/V3, indicating a broad coverage of leading AI large model companies [1]

Core Viewpoint - Kingsoft Cloud's stock price increased by 7% to HKD 7.92, with a trading volume of HKD 479 million, marking a rise of over 23% in the past month [1] Group 1: Company Performance - Kingsoft Cloud's stock performance reflects strong market interest, particularly in the context of the ongoing 2025 World Artificial Intelligence Conference (WAIC) [1] - The company showcased six major solutions at WAIC, highlighting its innovative capabilities in the AI sector [1] Group 2: Technological Advancements - Kingsoft Cloud has integrated multiple AI models, including the Wenxin 4.5 series, Kimi-K2 series, Xiaomi MiMo series, Qwen3 series, and DeepSeek-R1/V3, indicating a comprehensive coverage of leading AI models [1]

Group 1 - The core business of the company is providing global cloud services, with a comprehensive cloud computing infrastructure and operational system [1] - The company serves over 500 high-quality clients with more than 150 solutions, utilizing advanced technologies such as big data, artificial intelligence, and edge computing [1] - The company went public in the US and Hong Kong stock markets in 2020 and 2022, respectively [1] Group 2 - As of Q1 2025, the company reported total revenue of 1.97 billion yuan and a net loss of 314 million yuan [2]