华为概念股，放量大涨

Market Overview - On July 18, Hong Kong stocks experienced a significant rally, with the Hang Seng Technology Index rising by 1.65% to close at 5538.83 points, and the Hang Seng Index increasing by 1.33% to 24825.66 points. The total market turnover reached 2386.91 million HKD, with net inflows from southbound funds amounting to 59.31 million HKD [2][3]. Company Highlights - Alibaba's stock rose by 2.93% on July 18, reflecting strong performance in the internet technology sector [4]. - Alibaba's international station in Jinan launched a cross-border e-commerce incubation center, covering an area of 20,000 square meters, aimed at providing services for local enterprises to expand into global markets [6]. - Bilibili's stock surged by 4.06% following the introduction of the "Shanghai Nine" policy, which supports content creators and encourages cultural exports [7]. - China New Economy Investment saw a dramatic increase of 394.38% in its stock price, following the announcement that its founder acquired 50.71% of the company's shares [8]. Semiconductor Sector - Semiconductor stocks showed mixed performance on July 18, with notable gains for companies like SMIC, which rose by 1.73%, and Kanton, which increased by 5.33%. However, Fudan Microelectronics experienced a decline of 1.30% [13]. - TSMC reported a net profit of 398.3 billion TWD for Q2, marking a year-on-year increase of 60.7%, exceeding market expectations [14]. - NVIDIA resumed sales of its H20 chips to China, and AMD plans to restore chip exports to China after receiving U.S. government approval [15]. Analysts predict continued high growth in the semiconductor sector driven by AI investments and increased capital expenditures [15]. Huawei and Related Stocks - Huawei's concept stocks, particularly Huya Technology, surged by 15.56%, reaching a new high since February 27, with a trading volume of 9.52 million HKD. This increase is attributed to Huawei's upcoming offline exhibition of the Ascend 384 super node at the World Artificial Intelligence Conference [16].