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龙虎榜复盘 | AI硬件集体走强,游资、机构携手大买“AI营销”概念股
Xuan Gu Bao·2025-07-31 10:26

Group 1 - Institutional trading saw 36 stocks listed, with 20 experiencing net buying and 16 net selling [1] - The top three stocks with the highest institutional buying were: Industrial Fulian (1.498 billion), Hewei Electric (457 million), and Beifang Changlong (241 million) [1] - Industrial Fulian's stock price increased by 6.04%, while Hewei Electric rose by 10.01% [2] Group 2 - Hewei Electric had a net institutional purchase of 457 million [3] - Ansem announced a partnership with NVIDIA to promote the transition to an 800V direct current (VDC) power supply architecture, enhancing efficiency and sustainability in AI data centers [3] - The company specializes in high-capacity power products applicable to AI data center power systems [3] Group 3 - Meta reported second-quarter earnings that exceeded expectations, leading to a stock price increase of 10% post-announcement, indicating strong growth in its advertising business [3] - Microsoft and Meta both reported better-than-expected earnings and increased capital expenditures, contributing to NVIDIA's stock reaching new highs [3] - The company is a global partner of NVIDIA's Blackwell platform [3]