【恒生指数收盘涨0.92%，南向资金净卖出约181亿元】恒生科技指数涨1.55%。半导体股涨幅居前，英诺赛科涨约30%，公司宣布与英伟达达成合作，联合推动800 VDC电源架构在AI数据中心的规模化落地；华虹半导体涨约9%，中芯国际涨约3%。南向资金净卖出约181亿元，创5月12日以来最大单日净卖出。

Group 1 - The Hang Seng Index closed up 0.92%, while the Hang Seng Tech Index rose by 1.55% [1] - Semiconductor stocks led the gains, with InnoPhase rising approximately 30% after announcing a partnership with NVIDIA to promote the large-scale implementation of 800 VDC power architecture in AI data centers [1] - Hua Hong Semiconductor increased by about 9%, and SMIC rose approximately 3% [1] Group 2 - Southbound capital recorded a net sell of approximately 18.1 billion yuan, marking the largest single-day net sell since May 12 [1]