3.近日，英诺赛科午股价直线拉升，盘中一度涨超60%。消息面上，当日英伟达官网更新800V直流电源 架构合作商名录，英诺赛科是本次入选英伟达合作伙伴中唯一的中国芯片企业。对于合作细节，英诺赛 科向以投资者身份采访的记者表示，与英伟达的合作已有一段时间，公司主要凭借大功率氮化镓技术入 围。不过，目前合作尚处于测试阶段，暂未产生实质性订单。因公司正处于半年报发布阶段，不便对此 次合作前景与影响作出回应。 中信建投证券表示，自ChatGPT发布后，大模型向更强、更高效、更可靠方向发展，呈现推理模型深 化、智能体模型爆发的格局。美国在探索更强大模型上保持全球领先，中国企业则在算力受限下实现高 效性全球领先。受互联网大厂推动AI与业务结合、Agent推出、主权AI需求及多模态渗透等因素影响， AI算力消耗从训练转向推理，带来显著增量，国内算力自主可控趋势凸显。 1. 在北京召开的2025世界机器人大会新闻发布会上介绍，2025世界机器人大会将于8日至12日在北京经 济技术开发区举办，主题为"让机器人更智慧，让具身体更智能"，200余家国内外机器人企业的1500余 件展品集中亮相，首发新品超100款，首发新品数量是去年的 ...

Market Overview - The Hong Kong stock market started poorly in August, with the Hang Seng Index closing down 1.07% at 24,507.81 points, and a total trading volume of 254.67 billion HKD [1] - The Hang Seng Index fell 3.47% over the week, while the Hang Seng China Enterprises Index and the Hang Seng Tech Index dropped 3.78% and 4.94%, respectively [1] - Concerns about rising overseas risks are prevalent, including the increase in dollar assets potentially reducing global interest in Chinese assets [1] Blue-Chip Performance - ZTO Express (02057) led blue-chip stocks, rising 7.44% to 163.2 HKD, contributing 7.92 points to the Hang Seng Index [2] - Other notable blue-chip performances included Xinyi Solar (00968) up 1.31% and Baidu Group (09888) up 1.06%, while Sinopec (00386) and PetroChina (00857) saw declines of 5.87% and 3.26%, respectively [2] Sector Highlights - The logistics sector saw a positive response to anti-competitive policies, with ZTO Express and Jitu Express (01519) both rising [3] - The photovoltaic sector was active following the Ministry of Industry and Information Technology's announcement of energy-saving inspections, with several solar stocks showing gains [4] - The stablecoin sector experienced a significant downturn after the implementation of the Stablecoin Regulation in Hong Kong, with major declines in related stocks [5][6] Notable Stock Movements - Joy City Property (00207) surged 45.95% after announcing a share buyback plan at a premium price [7] - InnoCare Pharma (02577) rose 30.91% following its inclusion in NVIDIA's partner list for 800V DC power architecture [8] - NIO Inc. (09866) saw an 8.62% increase after launching its new flagship SUV model [9] - Innovent Biologics (09939) faced a 16.8% drop due to a planned share placement at a discount [10] - Sinopec's stock fell 5.87% after a profit warning indicating a significant year-on-year decline in net profit [11]

值得注意的是，英诺赛科近期宣布完成配售1358万股新H股，配售价为每股H股40.50港元，募资净 额为5.43亿港元。富瑞发布研报称，通过此次配股集资，英诺赛科将解决2027年预计约5，000万美元的 资金缺口问题，目前预测公司今年资本开支为5.7亿元人民币，至明年将增至14亿元人民币，相信英诺 赛科将于今年下半年打入中国电动车供应链，明年加快产能扩张有助支持相关业务拓展，确保供应稳定 性，并增强下游客户如电动车厂商采用氮化镓技术的信心，形成良性循环。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 英诺赛科(02577)午前飙升30.68%，中午收报57.50港元，成交额3.81亿港元。 8月1日，英伟达官网更新800V直流电源架构合作商名录，英诺赛科是本次入选英伟达合作伙伴中 唯一的中国芯片企业。这意味着双方正式达成深度合作，双方将携手推动800V直流(800VDC)电 ...