7月31日，香港恒生指数收涨0.1%，本月累涨13%；恒生科技指数涨0.53%，本月累涨近8%。PCB概念股领涨，芯碁微装大涨超20%，广合科技涨超20%，胜宏科技涨超9%；半导体、存储概念股走强，兆易创新涨超7%，澜起科技涨7%，南方两倍做多海力士涨超67%，南方两倍做多三星电子涨超49%。AI大模型“双雄”上涨，智谱涨超14%，MiniMax涨超13%。 大型科网股方面，腾讯控股涨0.72%...
Source Link7月31日，香港恒生指数收涨0.1%，本月累涨13%；恒生科技指数涨0.53%，本月累涨近8%。PCB概念股领涨，芯碁微装大涨超20%，广合科技涨超20%，胜宏科技涨超9%；半导体、存储概念股走强，兆易创新涨超7%，澜起科技涨7%，南方两倍做多海力士涨超67%，南方两倍做多三星电子涨超49%。AI大模型“双雄”上涨，智谱涨超14%，MiniMax涨超13%。 大型科网股方面，腾讯控股涨0.72%...
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