华为概念股，放量大涨

Core Viewpoint - Huawei's offline exhibition of Ascend 384 super node real machine is expected to boost related concept stocks significantly, leading to a notable increase in the Hong Kong stock market [1][15]. Market Performance - On July 18, the Hang Seng Technology Index rose by 1.65% to 5538.83 points, while the Hang Seng Index increased by 1.33% to 24825.66 points. The total market turnover was HKD 238.69 billion, with net inflows from southbound funds amounting to HKD 5.93 billion [1][2]. Individual Stock Movements - Alibaba's stock rose by 2.93% following the opening of its cross-border e-commerce incubation center in Jinan, which spans 20,000 square meters and includes 2,000 square meters of modern facilities [4][6]. - Bilibili's stock surged by 4.06% due to the introduction of the "Shanghai Nine" policy aimed at attracting content creators, which is expected to enhance the influence of cultural storytelling [8][9]. - China New Economy Investment saw a dramatic increase of 394.38% in its stock price after the founder of Meitu acquired a 50.71% stake, triggering a mandatory general offer [10][12]. Semiconductor Sector - The semiconductor sector showed mixed performance on July 18, with stocks like SMIC rising by 1.73% and Kanton rising by 5.33%, while Shanghai Fudan fell by 1.30% [13][14]. - TSMC reported a net profit of TWD 398.3 billion for Q2, a year-on-year increase of 60.7%, exceeding market expectations. Additionally, NVIDIA and AMD have resumed sales to China after receiving U.S. government approvals [14][15]. Huawei Concept Stocks - Stocks related to Huawei, such as Huiliang Technology, surged by 15.56%, reaching a new high since February 27, with a trading volume of HKD 0.952 billion and a turnover rate of 7% [16].