Core Viewpoint - InnoLux (02577) has seen a significant stock price increase of nearly 15% following the announcement of its collaboration with NVIDIA to support the 800 VDC power architecture, which is expected to enhance efficiency and reduce energy consumption in AI data centers [1] Group 1: Company Developments - InnoLux announced its partnership with NVIDIA to support the 800 VDC power architecture, which is a breakthrough for AI data centers, enabling higher efficiency and power density while lowering energy demands and CO2 emissions [1] - The company is the only full-stack GaN supplier and a leading GaN IDM enterprise, capable of mass production of GaN from 1200V to 15V, providing a complete solution from 800V to 1V [1] - InnoLux's GaN technology is noted for its reliability and ability to meet the stringent requirements of high power density and efficiency during the voltage conversion process from 800V to 1V [1] Group 2: Industry Impact - The 800 VDC power architecture is set to revolutionize AI data centers by significantly improving power efficiency and reducing carbon emissions, positioning companies like InnoLux at the forefront of this technological advancement [1] - The transition to 800V rack power is critical for future architectures that demand higher power requirements, highlighting the importance of GaN technology in the industry [1]

Core Viewpoint - InnoLux (02577) saw a significant stock increase of nearly 15%, driven by the announcement of NVIDIA's support for the 800 VDC power architecture, which is expected to enhance efficiency and reduce energy consumption in AI data centers [1] Group 1: Company Developments - InnoLux announced a collaboration with NVIDIA to support the 800 VDC power architecture, which is a breakthrough for AI data centers [1] - The 800 VDC power architecture allows for higher efficiency, higher power density, and reduced carbon emissions [1] - InnoLux is the only full-stack GaN supplier and leading GaN IDM company capable of mass production from 1200V to 15V, providing a complete solution from 800V to 1V [1] Group 2: Technical Advancements - The transition to the 800V power architecture requires ultra-high power density and efficiency in voltage conversion from 800V to 1V [1] - Only Gallium Nitride (GaN) power devices can meet the stringent requirements of the new architecture [1] - InnoLux's GaN technology is also noted for its reliability, positioning the company favorably for future power demand evolution [1]

Group 1: Market Overview - The Hang Seng Index rose by 0.49%, gaining 119 points to close at 24,627 points, while the Hang Seng Tech Index increased by 0.93%. The morning trading volume in Hong Kong was HKD 126.5 billion [1] Group 2: Gold Stocks - Gold stocks experienced a collective rise due to weaker-than-expected U.S. non-farm payroll data, which led to a significant rebound in gold prices. Analysts suggest that interest rate cut expectations are supporting gold prices. Lingbao Gold (03330) rose by 4%, Chifeng Jilong Gold (06693) increased by 8.7%, and Shandong Gold (01787) saw an 8.8% rise. Laopu Gold (06181) rebounded by 5.5% after a profit warning, with Morgan Stanley predicting strong performance in the second half of the year [1] Group 3: Semiconductor Stocks - Semiconductor stocks led the gains, driven by regulatory concerns over H20 safety risks and the acceleration of domestic AI computing chip production. Hua Hong Semiconductor (01347) rose by 6.46%, Shanghai Fudan (01385) increased by 5.92%, and SMIC (00981) gained 2.8%. InnoCare Pharma (02577) surged over 12% following a partnership with NVIDIA to promote the large-scale implementation of 800 VDC power architecture in AI data centers [1] Group 4: Healthcare Sector - Zhaoke Ophthalmology-B (06622) rose over 7% after its drug Mephalan received orphan drug designation from the U.S. FDA [2] Group 5: Company Performance - Juxing Legend (06683) increased by 4% as the company launched a collaboration plan with numerous trendy artists and formed a strategic partnership with Yushu Technology. China Shipbuilding Defense (00317) rose by 4.3%, supported by verified profit releases from domestic shipbuilding companies and strong new ship order reserves at Huangpu Wenchong [3] - Xinyi Glass (00868) fell over 3% post-earnings due to a continuous decline in the average selling price of float glass products, resulting in a 59.6% year-on-year drop in mid-term net profit [4] - China Resources Medical (01515) dropped by 15.8% after issuing a profit warning, expecting a year-on-year decline of approximately 20% to 25% in mid-term profit attributable to shareholders [5]