港股详情

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SaaS概念

1,063.882

-10.163-0.95%

涨家数：4

跌家数：11

平家数：4

市盈率：- -

高：1,073.226

开：1,067.592

低：1,059.756

收：1,074.045

数据加载中...

每日卖空追踪 | 联易融科技-W 07月18日卖空量成交156.35万股，卖空比例为4.99%

每日卖空追踪 | 移卡 07月18日卖空量成交6.52万股，卖空比例为0.11%

每日卖空追踪 | 有赞 07月18日卖空量成交284万股，卖空比例为1.12%

每日卖空追踪 | 金山软件 07月18日卖空量成交126.62万股，卖空比例为9.28%

每日卖空追踪 | 阜博集团 07月18日卖空量成交145.9万股，卖空比例为4.12%

每日卖空追踪 | 迈富时 07月18日卖空量成交3100股，卖空比例为0.03%

每日卖空追踪 | 医渡科技 07月18日卖空量成交26.69万股，卖空比例为0.69%

每日卖空追踪 | 微盟集团 07月18日卖空量成交336.4万股，卖空比例为2.69%

每日卖空追踪 | 明源云 07月18日卖空量成交308.7万股，卖空比例为9.59%

汇量科技07月18日获主力大幅加仓1.1亿元

福禄控股07月18日主力净流出15.2万元散户资金买入

阜博集团07月18日获主力加仓839.1万元

中国软件国际07月18日主力净流出6.8万元散户资金买入

有赞07月18日主力净流入805.5万元散户资金抛售

微盟集团(02013)出现大手卖出85.4万股，成交价$2.05，涉资175.07万

阿斯达克财经

AI平权时代，微盟的AI应用布局与市值焕新叙事

港股异动 | 金山云(03896)盘中涨近13% H20芯片恢复对华销售公司芯片短缺问题有望缓解

齐屹科技盘中异动大幅拉升11.45%报0.185港元

AI应用方向早盘走高金山云涨超12% 创新奇智涨超11%

港股异动 | 医渡科技(02158)再涨超7% 公司持续推动AI解决方案在医疗行业落地业绩有望实现稳健增长

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16:30","pubTimestamp":1752827433,"startTime":"0","endTime":"0","summary":"阜博集团北京时间07月18日，股价较前一交易日持平，卖空量成交145.9万股，较上一交易日减少25.29%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=nesSN20250718174606a453314c&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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16:30","pubTimestamp":1752827430,"startTime":"0","endTime":"0","summary":"迈富时北京时间07月18日，涨5.84%，卖空量成交3100股%，较上一交易日减少71.03%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=nesSN20250718174507a6b1daed&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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16:30","pubTimestamp":1752827427,"startTime":"0","endTime":"0","summary":"医渡科技北京时间07月18日，涨4.95%，卖空量成交26.69万股%，较上一交易日减少41.03%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=nesSN20250718174357a4532fdf&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718174357a4532fdf&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1189","BK1518","02158","BK1617"],"gpt_icon":0},{"id":"2552491677","title":"每日卖空追踪 | 微盟集团 07月18日卖空量成交336.4万股，卖空比例为2.69%","url":"https://stock-news.laohu8.com/highlight/detail?id=2552491677","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552491677?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 16:30","pubTimestamp":1752827426,"startTime":"0","endTime":"0","summary":"微盟集团北京时间07月18日，涨3.02%，卖空量成交336.4万股%，较上一交易日增加20.44%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=nesSN20250718174333a6b1d9dc&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718174333a6b1d9dc&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1590","BK1518","02013","BK1516","BK1589","BK1109","BK1610"],"gpt_icon":0},{"id":"2552646074","title":"每日卖空追踪 | 明源云 07月18日卖空量成交308.7万股，卖空比例为9.59%","url":"https://stock-news.laohu8.com/highlight/detail?id=2552646074","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552646074?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 16:30","pubTimestamp":1752827416,"startTime":"0","endTime":"0","summary":"明源云北京时间07月18日，涨2.78%，卖空量成交308.7万股%，较上一交易日增加59.04%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=nesSN20250718174029a4532d8c&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718174029a4532d8c&s=b","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":"tencent","symbols":["BK1117","BK1109","BK1583","BK1607","00909","BK1518","BK1589","BK1618"],"gpt_icon":0},{"id":"2552467698","title":"汇量科技07月18日获主力大幅加仓1.1亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2552467698","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552467698?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 16:16","pubTimestamp":1752826562,"startTime":"0","endTime":"0","summary":"07月18日, 汇量科技股价涨15.56%，报收9.06元，成交金额9.5亿元，换手率7.00%，振幅16.20%，量比4.51。汇量科技今日主力资金净流入1.1亿元，上一交易日主力净流入2059.2万元。该股近5个交易日上涨22.43%，主力资金累计净流入1.4亿元；近20日主力资金累计净流入1.5亿元，其中净流入天数为11日。该股主力净额占比0.78%，港股市场排名12/2671。","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=nesSN20250718172751a45324d6&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718172751a45324d6&s=b","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":"tencent","symbols":["BK1137","BK1586","BK1613","BK1590","BK1518","01860"],"gpt_icon":0},{"id":"2552349437","title":"福禄控股07月18日主力净流出15.2万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2552349437","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552349437?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 16:15","pubTimestamp":1752826557,"startTime":"0","endTime":"0","summary":"07月18日，福禄控股股价收平报1.50元，成交金额38.4万元，换手率0.06%，振幅2.67%，量比2.01。福禄控股今日主力资金净流出15.2万元，上一交易日主力净流出0万元。该股近5个交易日上涨2.04%，主力资金累计净流出1.5万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入157.2万元，其中净流入天数为5日。","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=nesSN20250718172522a6b1cd7b&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718172522a6b1cd7b&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02101","BK1142","BK1224","BK1518"],"gpt_icon":0},{"id":"2552494113","title":"阜博集团07月18日获主力加仓839.1万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2552494113","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552494113?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 16:15","pubTimestamp":1752826554,"startTime":"0","endTime":"0","summary":"07月18日，阜博集团股价收平报3.91元，成交金额1.4亿元，换手率1.44%，振幅3.32%，量比1.09。阜博集团今日主力资金净流入839.1万元，上一交易日主力净流入1226.5万元。该股近5个交易日上涨4.84%，主力资金累计净流入2923.3万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入8586.5万元，其中净流入天数为14日。","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=nesSN20250718172419a6b1cc71&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718172419a6b1cc71&s=b","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":"tencent","symbols":["03738","BK1109","BK1518"],"gpt_icon":0},{"id":"2552546013","title":"中国软件国际07月18日主力净流出6.8万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2552546013","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552546013?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 16:15","pubTimestamp":1752826544,"startTime":"0","endTime":"0","summary":"07月18日, 中国软件国际股价跌1.04%，报收5.69元，成交金额6.1亿元，换手率3.96%，振幅2.78%，量比1.00。中国软件国际今日主力资金净流出6.8万元，上一交易日主力净流入2.1亿元。该股近5个交易日上涨13.10%，主力资金累计净流入2.1亿元；近20日主力资金累计净流入2.8亿元，其中净流入天数为12日。","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=nesSN20250718172022a4531eec&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718172022a4531eec&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1518","BK1155","BK1526","00354","BK1586","BK1589"],"gpt_icon":0},{"id":"2552979491","title":"有赞07月18日主力净流入805.5万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2552979491","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552979491?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 16:15","pubTimestamp":1752826541,"startTime":"0","endTime":"0","summary":"07月18日, 有赞股价涨5.61%，报收0.11元，成交金额2825.0万元，换手率0.78%，振幅5.61%，量比2.53。有赞今日主力资金净流入805.5万元，上一交易日主力净流出0万元。该股近5个交易日上涨8.74%，主力资金累计净流入710.1万元；近20日主力资金累计净流出144.9万元，其中净流出天数为10日。该股主力净额占比0.22%，港股市场排名63/2671。","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=nesSN20250718171919a4531de3&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250718171919a4531de3&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["08083","BK1583","BK1516","BK1590","BK1518","BK1109"],"gpt_icon":0},{"id":"2552546724","title":"微盟集团(02013)出现大手卖出85.4万股，成交价$2.05，涉资175.07万","url":"https://stock-news.laohu8.com/highlight/detail?id=2552546724","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552546724?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 16:08","pubTimestamp":1752826080,"startTime":"0","endTime":"0","summary":"[大手成交]微盟集团(02013)在下午04:08出现大手卖出，成交量为85.4万，成交价为港币$2.05，涉资175.07万。至目前为止，股价升3.015%，今日最高价为$2.07，而最低价为$2.0，总成交量为1.25亿股，总成交金额港币$2.55亿。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_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/AAV2507187765/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":["BK1610","02013","BK1590","BK1516","BK1518","BK1109","BK1589"],"gpt_icon":0},{"id":"2552617468","title":"AI平权时代，微盟的AI应用布局与市值焕新叙事","url":"https://stock-news.laohu8.com/highlight/detail?id=2552617468","media":"新浪证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552617468?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 15:40","pubTimestamp":1752824400,"startTime":"0","endTime":"0","summary":"近日，随着英伟达公司创始人黄仁勋年内第三次到访中国，人工智能技术再次成为行业焦点。市场分析认为黄仁勋此次宣布H20芯片恢复供应，以及将推出的RTXpro GPU，将对国内AI概念股构成显著利好。国内算力短缺的问题有望得到缓解，这将为AI大模型开发与应用层企业创造更有利的发展环境。其中，算力租赁服务商、AI软件提供商等细分领域的企业将尤为受益。在AI应用持续爆发的背景下，微盟集团或许可为布局港股的投资者带来启示。","market":"fut","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://finance.sina.com.cn/stock/enterprise/hk/2025-07-18/doc-inffwpwq4209521.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1610","BK1518","BK1589","02013","BK1109","BK1590","BK1516"],"gpt_icon":0},{"id":"2552454931","title":"港股异动 | 金山云(03896)盘中涨近13% H20芯片恢复对华销售 公司芯片短缺问题有望缓解","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_cn&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":"fut","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":["BK1586","BK1531","LU0348766576.USD","BK4608","BK1607","03896","BK1589","LU0348767384.USD","BK1517","BK4116","BK1613","BK1104","BK4526","159813","BK1518","BK4563","03888","BK1134","KC","BK1526","BK4607"],"gpt_icon":0},{"id":"2552459993","title":"齐屹科技盘中异动 大幅拉升11.45%报0.185港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2552459993","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552459993?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 11:48","pubTimestamp":1752810500,"startTime":"0","endTime":"0","summary":"2025年07月18日临近午盘11时48分，齐屹科技股票出现波动，股价快速拉升11.45%。截至发稿，该股报0.185港元/股，成交量2万股，换手率0.00%，振幅0.00%。资金方面，该股资金流入3700港元，流出0港元。齐屹科技股票所在的互动媒体及服务行业中，整体涨幅为0.59%。其相关个股中，瓦普思瑞元宇宙、东方甄选、美图公司涨幅较大，振幅较大的相关个股有东方甄选、瓦普思瑞元宇宙、美图公司，振幅分别为14.72%、14.29%、6.42%。","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=nesSN20250718114820a6b124b8&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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11:35","pubTimestamp":1752809731,"startTime":"0","endTime":"0","summary":"AI应用方向早盘多数走高，截至发稿，金山云涨12.08%，报8.72港元；创新奇智涨11.2%，报6.85港元；汇量科技涨9.82%，报8.61港元；金蝶国际涨4.68%，报16.12港元；迈富时涨4.24%，报55.3港元。整体上积极看好25年或成为国内AI基础设施竞赛元年以及应用开花结果之年。中美AI均进展不断，同时推理端持续推进。建议持续关注AI产业动态及AI应用的投资机会。","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=nesSN20250718114604a6b1239c&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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业绩有望实现稳健增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2552456826","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2552456826?lang=zh_cn&edition=fundamental","pubTime":"2025-07-18 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