| 24627.25 | 8849.34 | 5447.62 | | --- | --- | --- | | 恒生指数 +0.49% | 国企指数 +0.51% | 恒生科技指数 +0.93% | | 序号代码 名称 | 现价 | 涨跌 涨跌幅 * | | 1 | 1347 华虹半导体 42.000 2.550 6.46% | | | 2 | 1024 快手-W 77.200 2.600 | 3.49% | | ന | 0992 联想集团 10.450 0.350 | 3.47% | | ব | 0981 中芯国际 51.450 1.400 | 2.80% | | 5 | 0522 ASMPT 67.000 1.800 | 2.76% | | 6 | 0268 18.390 0.410 | 2.28% | | 7 | 1810 小米集团-W 54.600 1.200 | 2.25% | | 8 | 0700 腾讯控股 545.00 10.000 1.87% | | | ത | 2382 舜宇光学科技 73.000 1.150 | 1.60% | | | 10 9626 哔哩哔哩-W 176.80 2.600 ...

Group 1: Market Overview - On August 1, the Hong Kong stock market saw a net inflow of 12.207 billion HKD from Northbound trading, with 5.575 billion HKD from Shanghai and 6.632 billion HKD from Shenzhen [1] - The most bought stocks included the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises (02828), and Xiaomi Group-W (01810) [1] - The most sold stocks were Innovent Biologics (01801), Alibaba-W (09988), and Semiconductor Manufacturing International Corporation (00981) [1] Group 2: Stock Performance - In terms of net inflow, Innovent Biologics had 1.826 billion HKD bought and 1.506 billion HKD sold, totaling 3.333 billion HKD [2] - Tencent Holdings (00700) saw a net inflow of 1.02 billion HKD, with 1.562 billion HKD bought and 1.460 billion HKD sold [2] - Alibaba-W had a net outflow of 4.16 billion HKD, with 1.160 billion HKD bought and 1.576 billion HKD sold [2] Group 3: Sector Insights - Northbound trading continues to favor Hong Kong ETFs, with significant net purchases in the Tracker Fund of Hong Kong (02800) and Hang Seng China Enterprises (02828) [5] - Xiaomi Group-W reported a net inflow of 8.55 billion HKD, attributed to an increase in car deliveries exceeding 30,000 units in July [5] - The technology sector showed mixed results, with Tencent (00700) and Meituan-W (03690) receiving net inflows, while Alibaba-W faced net selling [6] Group 4: Company Developments - Innovent Biologics (02577) received a net inflow of 3.63 billion HKD after being listed as a partner by NVIDIA for its 800V direct current power architecture [6] - The new power system is designed to significantly enhance efficiency and reliability for AI data centers, supporting a potential 100-1000 times increase in computing power [6] - Cathay Financial Holdings (01788) experienced a net outflow of 48.99 million HKD amid the introduction of new regulations for stablecoins in Hong Kong [7]

现在，对于汽车来说，800V架构几乎已经成了标配。更有甚者，将高压母线提高到了1000V这一等级。 之所以提高电压，是因为汽车需要更快的充电速度，同时在相同功率下，800V架构的电流相比400V架构减半。根据焦耳定律 Q=I^2Rt，电流越小，热损 耗就越小，从800V到400V热损耗能降低至原来的四分之一。所以，800V不仅更省电，还能使温度更好控制，提升了能量利用效率。 在AI数据中心领域，传统机架多为48V/54V。随着IT机架电力需求突破200kW并向MW级规模演进，空间约束与母线（busbar）可扩展性问题，使得 48V/54V供电模式的局限性日益凸显。为突破这些瓶颈，行业正加速探索高压直流（HVDC）架构。 最近，巨头们就纷纷宣布自己的计划：谷歌、微软、亚马逊、Meta等巨头开始借鉴最初为EV开发的技术，更保守地推动数据中心向+/-400VDC演进。英 伟达则更为激进，联合一众电源大厂，共同开发推进另一条对器件应力要求更高的AI电源架构路线——800V HVDC（高压直流电）架构，并准备在2027 年与NVIDIA Kyber机架系统同步量产。 可以说，在AI数据中心，也要掀起800V的革命了。 ...