港股詳情

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新IT概念

2,815.744

+1.3070.05%

漲家數：6

跌家數：7

平家數：3

市盈率：- -

高：2,830.321

開：2,814.438

低：2,807.204

收：2,814.438

資料載入中...

聯想控股07月18日主力淨流入12.7萬元散户資金拋售

海爾智家07月18日主力淨流入2080.4萬元散户資金拋售

萬國數據-SW07月18日獲主力加倉6669.4萬元

中證滬港深500通信服務指數報2017.00點，前十大權重包含中興通訊等

中芯國際(00981)出現大手賣出15.1萬股，成交價$46.25，涉資698.375萬

阿斯达克财经

【港股異動 | 金山雲(03896.HK)盤中漲近13% H20芯片恢復對華銷售公司芯片短缺問題有望緩解】智通財經AP

港股異動 | 金山雲(03896)盤中漲近13% H20芯片恢復對華銷售公司芯片短缺問題有望緩解

比亞迪領銜中國汽車加速“出海”

中国汽车报

AI應用方向早盤走高金山雲漲超12% 創新奇智漲超11%

【港股異動 | AI應用方向早盤走高金山雲(03896.HK)漲超12% 創新奇智(02121.HK)漲超11%】智通

芯片與SaaS概念股多數造好北京經開區“人工智能之城”建設提速多板塊迎政策紅利

金蝶國際盤中異動早盤股價大漲5.06%

聯想集團：調整20億美元零息可換股債券換股價至每股9.70港元

比亞迪申請雨刮結構及車輛專利，能實現刮片組件工作與非工作狀態正常切換

標普上調聯想房產展望至正面，強勁信用指標獲認可

小米位居第三二季度全球智能手機出貨量同比增長2%

電腦越來越難賣，為何聯想還更賺錢了？

星海情报局

H20供給改善撬動算力需求爆發，服務器龍頭增長邏輯獲券商認可

香港交易所信息顯示：貝萊德在中興通訊的持股比例於7月11日從5.81%升至6.32%

每日賣空追蹤 | 比亞迪電子 07月17日賣空量成交178.7萬股，賣空比例為11.72%

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15:49","pubTimestamp":1752824976,"startTime":"0","endTime":"0","summary":"数据统计显示，中证沪港深500通信服务指数近一个月上涨9.48%，近三个月上涨18.64%，年至今上涨17.74%。该指数以2004年12月31日为基日，以1000.0点为基点。从中证沪港深500通信服务指数持仓的市场板块来看，香港证券交易所占比50.66%、深圳证券交易所占比32.40%、上海证券交易所占比16.94%。当中证沪港深500指数、中证沪港深互联互通中小综合指数和中证沪港深互联互通综合指数样本发生变动时，将进行相应调整。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071815563397aad7ca&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:55","pubTimestamp":1752818100,"startTime":"0","endTime":"0","summary":"[大手成交]中芯国际(00981)在下午01:55出现大手卖出，成交量为15.1万，成交价为港币$46.25，涉资698.375万。至目前为止，股价无升跌，今日最高价为$47.35，而最低价为$45.95，总成交量为4.149千万股，总成交金额港币$19.421亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145555799_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145555799_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2507185129/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU1064130708.USD","LU2148510915.USD","BK1610","BK1607","BK1526","BK1614","BK0214","LU1064131003.USD","SGXZ49509284.SGD","SGXZ81163826.USD","688981","00981","BK1163"],"gpt_icon":0},{"id":"2552645491","title":"【港股異動 | 金山雲(03896.HK)盤中漲近13% H20芯片恢復對華銷售 公司芯片短缺問題有望緩解】智通財經AP","url":"https://stock-news.laohu8.com/highlight/detail?id=2552645491","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552645491?lang=zh_tw&edition=fundamental","pubTime":"2025-07-18 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公司芯片短缺問題有望緩解","url":"https://stock-news.laohu8.com/highlight/detail?id=2552454931","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552454931?lang=zh_tw&edition=fundamental","pubTime":"2025-07-18 13:47","pubTimestamp":1752817664,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，金山云(03896)盘中涨近13%，截至发稿，涨7.97%，报8.4港元，成交额26.44亿港元。消息面上，据央视新闻，美国英伟达公司创始人兼首席执行官黄仁勋7月15日透露两个进展：美国已批准H20芯片销往中国、英伟达将推出RTXpro GPU。此外，近日有报道指英伟达CEO黄仁勋董事长雷军会面。里昂发表研究报告指，此前金山云曾因H20禁令导致芯片供应紧张，需要与服务器租赁方分享收入，并将第二季毛利率指引下调至14%，全年经调整经营利润率预料录得低单位数跌幅，相信潜在的英伟达B30及H20交付将可缓解其芯片短缺问题，带来利润率上行空间，予“跑赢大市”评级，目标价17美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1319350.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1104","159813","LU0348767384.USD","BK4116","KC","BK4526","BK1613","LU0348766576.USD","BK1134","BK1589","03888","BK1607","03896","BK1526","BK4607","BK1518","BK1531","BK1517","BK4563","BK1586","BK4608"],"gpt_icon":0},{"id":"2552451362","title":"比亞迪領銜中國汽車加速“出海”","url":"https://stock-news.laohu8.com/highlight/detail?id=2552451362","media":"中国汽车报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552451362?lang=zh_tw&edition=fundamental","pubTime":"2025-07-18 12:44","pubTimestamp":1752813867,"startTime":"0","endTime":"0","summary":"作为惟一掌握三电系统等核心技术且长期坚守新能源商用车的企业，比亚迪依托全产业链优势，彰显“出海”硬实力。根据数据显示，截至2025年6月末，比亚迪商用车在全球累计销量已突破16万辆。未来，比亚迪商用车将持续协同集团全球化“出海”战略，以领先科技为全球低碳转型注入动力，为更多国家和地区提供绿色、智能的新能源交通解决方案，致力于打造世界级商用车品牌。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718125259a4529067&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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标普全球评级周四将联想房产的展望从稳定上调至正面，理由是该房屋建筑商拥有强劲的信用指标和大量现金储备。截至2025年5月31日，联想房产的债务与EBITDA比率为0.7倍，资产负债表现金为14亿美元。标普预计联想房产将在未来24个月内充分利用其最近发行的16亿美元延期提款定期贷款。标普预测联想房产2025年合并收入将下降约4%至约340亿美元，2025年EBITDA将下降约35%至约35亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://cn.investing.com/news/stock-market-news/article-93CH-2891152","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"标普上调联想房产展望至正面，强劲信用指标获认可","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"investing_news","symbols":["LU0264606111.USD","IE0032431581.USD","IE00B0JY6N72.USD","LU0049112450.USD","LU1366334651.USD","LU1235295612.USD","LU1267930227.SGD","LU2242644610.SGD","LNVGY","LU0052756011.USD","LU1046422090.SGD","BK1193","HK0000306685.HKD","HK0000320264.USD","BK1607","LU0310800965.SGD","IE0034224299.USD","LU0128525689.USD","LU0791591158.USD","BK1526","00992","LU0791590937.USD","LU1366334578.USD","LU0572939691.SGD","HK0000306701.USD","HK0000320223.HKD","LU0572940350.SGD","80992"],"gpt_icon":0},{"id":"2552843313","title":"小米位居第三 二季度全球智能手機出貨量同比增長2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2552843313","media":"深圳商报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552843313?lang=zh_tw&edition=fundamental","pubTime":"2025-07-18 00:34","pubTimestamp":1752770040,"startTime":"0","endTime":"0","summary":"7月17日，第三方机构Counterpoint Research发布最新市场监测数据估算，2025年第二季度全球智能手机出货量同比小幅增长2%。这一增长是连续第二个季度实现增长。苹果继续位居第二，其出货量同比增长4%，这主要得益于北美地区预期关税影响导致的需求提前激增，以及印度和日本市场的强劲表现。该季度iPhone 16系列和iPhone 15系列的需求持续保持稳定。小米2025年第二季度的表现同比持平，紧随其后位居第三。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718003651a6b03db9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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20:33","pubTimestamp":1752755639,"startTime":"0","endTime":"0","summary":"2024/25财年，联想交出了一份“史上最强财年”答卷，营收高达4985亿元人民币，同比增长21.5%，净利润为104亿元，涨幅更夸张，来到了36%。也就是说，这两大非PC业务，不仅帮联想建立了新的增长引擎，还挺能挣钱。问题来了，这么多PC巨头，为什么最后是联想真正实现了“双轮驱动”？它们的成功印证了一点，相比科技巨头，联想更接近一家全球资源整合方案商。联想最终的选择是，一边赚小钱，一边攒技术。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250717230445a6b01d5d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:00","pubTimestamp":1752746413,"startTime":"0","endTime":"0","summary":"随着AI算力需求和芯片性能不断上升，未来AI服务器将需要降温能力更强、能耗更低的散热技术。算力升级几乎必然带来散热需求的全盘上升，为国内液冷市场及相关供应商带来增长空间。近期发布的财报显示，联想集团ISG营收实现63%的超高速增长，并连续第二个季度实现盈利；全年AI服务器业务高速增长，海神液冷解决方案收入同比大增68%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250717181117a450d8a7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:12","pubTimestamp":1752743526,"startTime":"0","endTime":"0","summary":"格隆汇7月17日｜香港交易所信息显示，贝莱德在中兴通讯(000063)的持股比例于07月11日从5.81%升至6.32%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071717143197a990fe&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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| 比亞迪電子 07月17日賣空量成交178.7萬股，賣空比例為11.72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2552706100","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552706100?lang=zh_tw&edition=fundamental","pubTime":"2025-07-17 16:30","pubTimestamp":1752741012,"startTime":"0","endTime":"0","summary":"比亚迪电子北京时间07月17日，涨0.75%，卖空量成交178.7万股%，较上一交易日增加0.48%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250717173031a450bf38&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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