港股详情

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新IT概念

2,869.810

-8.747-0.30%

涨家数：8

跌家数：7

平家数：1

市盈率：- -

高：2,880.211

开：2,878.556

低：2,832.144

收：2,878.556

数据加载中...

长安汽车与海尔签约，将进行资本层面等合作

每日经济新闻

比亚迪正式牵手国际米兰

深度走访达实智能与金蝶集团，润泽1000企业家学习会在深成功举办！

中证智慧城镇指数报2350.13点，前十大权重包含中兴通讯等

每日卖空追踪 | 中芯国际 07月23日卖空量成交398.75万股，卖空比例为5.48%

每日卖空追踪 | 明源云 07月23日卖空量成交15.4万股，卖空比例为1.22%

每日卖空追踪 | 中兴通讯 07月23日卖空量成交15.12万股，卖空比例为1.07%

联想控股07月23日主力净流出3.5万元散户资金买入

比亚迪电子07月23日获主力加仓2456.8万元

金山云07月23日主力净流入2457.6万元散户资金抛售

金山软件办公及游戏共进，收入稳健增长

比亚迪李黔：中国汽车，领跑全球

中兴通讯股份有限公司中标综合显示单元国产化操作系统原型软件项目

和谐汽车午后涨超10% 和谐比亚迪海外第100家店近日在墨尔本正式开业

AI基础设施出海！塞浦路斯政府与联想集团(00992)签订为期3年的IT协议

通感一体化概念盘中跳水，深城交跌2.54%

中金：AI飞轮加速生成式AI技术有望深化渗透

白色家电行业盘中拉升，海尔智家涨2.35%

海尔智家盘中异动下午盘股价大涨3.15%

金蝶国际盘中异动下午盘大幅拉升5.18%报16.660港元

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18:29","pubTimestamp":1753266568,"startTime":"0","endTime":"0","summary":"比亚迪正式牵手国际米兰7月22日，据比亚迪消息，于当地时间7月21日，比亚迪与国际米兰足球俱乐部举行签约仪式，正式建立为期三年的战略合作伙伴关系，成为国米俱乐部的全球汽车合作伙伴。据悉，比亚迪将向国际米兰足球俱乐部提供约70辆新能源汽车。另外，作为合作亮点，国际米兰足球俱乐部将率先迎来比亚迪技术旗舰车型海狮07的特别定制版，该车将深度融合蓝黑军团标志性色彩元素。","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=nesSN20250723201456a45ee8f7&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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报2350.13点。数据统计显示，中证智慧城镇指数近一个月上涨9.77%，近三个月上涨9.90%，年至今上涨3.58%。从中证智慧城镇指数持仓的市场板块来看，深圳证券交易所占比67.24%、上海证券交易所占比32.76%。从中证智慧城镇指数持仓样本的行业来看，信息技术占比53.52%、工业占比21.15%、通信服务占比15.61%、可选消费占比6.99%、医药卫生占比1.90%、原材料占比0.50%、公用事业占比0.33%。","market":"us","thumbnail":"","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.jrj.com.cn/2025/07/23163951923523.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":"jinrongjie_stock","symbols":["BK0167","LU2148510915.USD","LU1064131003.USD","BK0183","LU1328615791.USD","BK0214","BK0123","BK0028","BK0125","BK0103","BK0058","BK1149","BK0012","BK0148","BK0018","LU1064130708.USD","BK0067","BK0090","BK1506","BK0030","BK0026","000063","BK1529","LU1969619763.USD","BK1607","BK0055","BK0188","BK0171","LU1580142542.USD","BK1526","BK0000","00763","LU1781817850.SGD","LU2328871848.SGD","BK0196"],"gpt_icon":0},{"id":"2553213715","title":"每日卖空追踪 | 中芯国际 07月23日卖空量成交398.75万股，卖空比例为5.48%","url":"https://stock-news.laohu8.com/highlight/detail?id=2553213715","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553213715?lang=zh_cn&edition=fundamental","pubTime":"2025-07-23 16:30","pubTimestamp":1753259417,"startTime":"0","endTime":"0","summary":"中芯国际北京时间07月23日，涨0.41%，卖空量成交398.75万股%，较上一交易日减少15.64%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=nesSN20250723171823a6bcf8ff&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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16:30","pubTimestamp":1753259416,"startTime":"0","endTime":"0","summary":"明源云北京时间07月23日，涨1.58%，卖空量成交15.4万股%，较上一交易日减少91.96%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=nesSN20250723171748a45e840e&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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北京时间07月23日，涨1.57%，卖空量成交15.12万股%，较上一交易日减少92.24%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=nesSN20250723171728a45e83d2&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=nesSN20250723171728a45e83d2&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":["BK1526","BK1149","BK1506","BK1607","BK1529","00763"],"gpt_icon":0},{"id":"2553169213","title":"联想控股07月23日主力净流出3.5万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2553169213","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553169213?lang=zh_cn&edition=fundamental","pubTime":"2025-07-23 16:16","pubTimestamp":1753258563,"startTime":"0","endTime":"0","summary":"07月23日, 联想控股股价跌0.70%，报收9.95元，成交金额3198.5万元，换手率0.25%，振幅2.30%，量比1.38。联想控股今日主力资金净流出3.5万元，上一交易日主力净流入998.2万元。该股近5个交易日上涨6.28%，主力资金累计净流入1361.1万元；近20日主力资金累计净流入540.9万元，其中净流入天数为9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=nesSN20250723170622a45e7bc1&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=nesSN20250723170622a45e7bc1&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":["03396","BK1193","BK1607"],"gpt_icon":0},{"id":"2553137612","title":"比亚迪电子07月23日获主力加仓2456.8万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2553137612","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553137612?lang=zh_cn&edition=fundamental","pubTime":"2025-07-23 16:16","pubTimestamp":1753258563,"startTime":"0","endTime":"0","summary":"07月23日, 比亚迪电子股价涨0.60%，报收33.65元，成交金额4.9亿元，换手率0.65%，振幅2.09%，量比1.21。比亚迪电子今日主力资金净流入2456.8万元，上一交易日主力净流入13.6万元。该股近5个交易日上涨1.20%，主力资金累计净流入6130.8万元；近20日主力资金累计净流入2.0亿元，其中净流入天数为10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=nesSN20250723170620a6bcf0a7&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=nesSN20250723170620a6bcf0a7&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":["LU0274383008.USD","BK1589","BK1149","BK1515","BK1540","LU0348766576.USD","00285","BK1582","BK1607","LU0348767384.USD","BK1504","BK1580"],"gpt_icon":0},{"id":"2553213120","title":"金山云07月23日主力净流入2457.6万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2553213120","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553213120?lang=zh_cn&edition=fundamental","pubTime":"2025-07-23 16:15","pubTimestamp":1753258541,"startTime":"0","endTime":"0","summary":"07月23日, 金山云股价涨2.24%，报收8.23元，成交金额11.3亿元，换手率3.26%，振幅8.20%，量比0.57。金山云今日主力资金净流入2457.6万元，上一交易日主力净流出8531.6万元。该股近5个交易日上涨7.76%，主力资金累计净流入1.9亿元；近20日主力资金累计净流入9.1亿元，其中净流入天数为11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=nesSN20250723165839a6bceb33&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=nesSN20250723165839a6bceb33&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":["LU0348767384.USD","BK1586","03896","BK1531","BK1607","BK1526","LU0348766576.USD","BK1613","03888","BK1134","BK1518","BK1589","BK1104","BK1517"],"gpt_icon":0},{"id":"2553958248","title":"金山软件办公及游戏共进，收入稳健增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2553958248","media":"国盛证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553958248?lang=zh_cn&edition=fundamental","pubTime":"2025-07-23 16:14","pubTimestamp":1753258463,"startTime":"0","endTime":"0","summary":"金山软件收入继续稳健增长。金山软件一季度录得收入23.4亿元，同比增长9%。本季金山软件毛利率约82%、同比增长1pct。本季，金山软件的研发费用约8.3亿元，同比增长16%，主要来自对 金山办公 AI能力的支持、对游戏新品类的投入、以及员工及AI开支的增加。一季度，金山软件的游戏及其他业务收入约10.4亿元，同比增长14%，主要来自二次元游戏《尘白禁区》和《剑网3》的收益贡献。","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=nesSN20250723200149a45ee29a&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=nesSN20250723200149a45ee29a&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":["BK1104","BK1586","BK1526","BK1531","BK1613","03888","BK1607","BK1518","BK1589","BK1517"],"gpt_icon":0},{"id":"2553297007","title":"比亚迪李黔：中国汽车，领跑全球","url":"https://stock-news.laohu8.com/highlight/detail?id=2553297007","media":"创业邦","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553297007?lang=zh_cn&edition=fundamental","pubTime":"2025-07-23 16:13","pubTimestamp":1753258398,"startTime":"0","endTime":"0","summary":"如今，中国汽车正逐渐接棒房地产，成为国民经济的重要支柱产业。在澳洲新能源汽车市场，比亚迪单月销量已经达到了四五千辆，遥遥领先。在巴西、印尼、墨西哥、土耳其等发展中国家，比亚迪也以高歌猛进的速度成为新能源汽车的领跑者。2024年，全球前十大车企中，已有两家中国企业入围。比亚迪位居全球汽车销量第5位，去年销量达427万辆，且全部为电动汽车。在电动汽车全球前10名车企中，中国企业占据了6个席位，其中比亚迪高居榜首。","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=nesSN20250723161322954e5533&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=nesSN20250723161322954e5533&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0359202008.SGD","LU2348774022.SGD","BK1119","LU0828238088.HKD","LU2097828714.EUR","LU1251922891.USD","LU0605514214.HKD","BK1515","LU0588545904.SGD","BK1580","81211","LU0289960550.SGD","LU0823414478.USD","LU0269904917.USD","LU0307460666.USD","LU2039709279.SGD","LU0469268626.HKD","LU2476274308.USD","LU2097828557.USD","LU2294711713.HKD","LU0254981946.USD","LU1719994722.HKD","LU0348827113.USD","LU1720050803.USD","002594","LU0516422366.SGD","LU2097828805.USD","LU0823426480.USD","LU0594300419.USD","LU0164865239.USD","LU0320764599.SGD","LU0052750758.USD","LU0540923850.HKD","01211","LU0531970944.HKD","LU1961090484.USD","LU2360107325.USD","LU0593848301.USD","BYDDY","LU0509642566.USD","LU1868837565.USD","SG9999015952.SGD","LU0511384066.AUD","BK1522","LU0143863784.USD","BK1607","HYDD.SI","LU0348825331.USD","SG9999001226.SGD","00285"],"gpt_icon":1},{"id":"2553229700","title":"中兴通讯股份有限公司中标综合显示单元国产化操作系统原型软件项目","url":"https://stock-news.laohu8.com/highlight/detail?id=2553229700","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553229700?lang=zh_cn&edition=fundamental","pubTime":"2025-07-23 15:07","pubTimestamp":1753254422,"startTime":"0","endTime":"0","summary":"天眼查App显示，2025年07月22日，中国航空无线电电子研究所发布综合显示单元国产化操作系统原型软件中标候选人公示。该项目的中标候选人第一名是中兴通讯股份有限公司，投标报价850.00万元；第二名为上海理想信息产业（集团）有限公司，投标报价1310.00万元。项目要求合同签字生效后6个月内完成设备交付，12个月内完成验收。公示结束时间为2025年07月25日。采购地点为上海市闵行区紫月路432号。","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=nesSN20250723151513954e3f02&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=nesSN20250723151513954e3f02&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":["BK1506","BK1529","BK1526","00763","BK1149","BK1607"],"gpt_icon":0},{"id":"2553321424","title":"和谐汽车午后涨超10% 和谐比亚迪海外第100家店近日在墨尔本正式开业","url":"https://stock-news.laohu8.com/highlight/detail?id=2553321424","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553321424?lang=zh_cn&edition=fundamental","pubTime":"2025-07-23 14:54","pubTimestamp":1753253675,"startTime":"0","endTime":"0","summary":"和谐汽车午后涨超10%，截至发稿，涨8.33%，报0.91港元，成交额1386.47万港元。消息面上，比亚迪集团董事长王传福7月12日为和谐比亚迪开设的海外第100家店——BYD Caroline Springs开业启幕并授牌。和谐汽车自2023年起加快全球扩张策略，与比亚迪和腾势等中国领先的新能源汽车品牌建立合作关系，在亚洲和欧洲建立据点。仅两年时间，和谐汽车已开设100家比亚迪门店。据悉，iCar Group是比亚迪新能源汽车在香港的独家一级授权经销商，以及在柬埔寨的授权国家经销商。","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=nesSN20250723184109a6bd2add&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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14:42","pubTimestamp":1753252946,"startTime":"0","endTime":"0","summary":"近日，塞浦路斯政府宣布与联想集团及当地合作伙伴 Newcytech 达成战略协议。根据协议，联想将为塞浦路斯公共部门供应 ThinkSystem 服务器，支撑未来两年的技术需求并可延长一年，Newcytech 将提供本地化实施支持。联想希腊及塞浦路斯总经理表示，这是强化当地公共部门数字化能力的关键一步，其解决方案兼具算力与安全弹性。从塞浦路斯的公共服务升级到国内智慧城市建设，联想集团以混合 AI 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14:40","pubTimestamp":1753252855,"startTime":"0","endTime":"0","summary":"07月23日，通感一体化概念盘中跳水，截至14点40分，通感一体化概念整体指数下跌1.04%，报1240.790点。从个股上来看，该概念的成分股中，深城交跌2.54%，茂硕电源、勤上股份、吴通控股跌幅居前。从资金上来看，截止发稿，通感一体化概念主力净流入为-2185.55万，其中中兴通讯受到资金热捧，主力净流入775.95万；拉长时间线来看，该板块近20日主力资金净流入4.55亿。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。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=nesSN20250723144055954e32dd&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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14:16","pubTimestamp":1753251399,"startTime":"0","endTime":"0","summary":"展望2025年下半年，生成式AI技术有望深化渗透，行业供给竞争格局改善及国产替代加速推进，有望共同构筑半导体及元器件行业成长动能；行情端，预计结构性机会是主导，重点推荐偏左侧周期向上板块，以及AI应用落地、AI硬件驱动较强的板块。风险因素贸易摩擦加剧，海外CSP资本开支减缓，行业竞争加剧，AI对出货量的驱动不及预期，国产化进展不及预期，国内晶圆厂扩产不及预期。","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/1320953.html","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":"stock_zhitongcaijing","symbols":["02577","LU0708995583.HKD","BK1607","SG9999001051.SGD","603893","688630","SG9999001069.SGD","300476","BK0175","02533","SG9999002950.SGD","LU2148510915.USD","SG9999006597.SGD","00981","BK0231","LU0052750758.USD","BK1589","BK1610","BK1163","01347","LU1934453819.USD","LU1064131003.USD","LU1808992512.USD","SGXZ90724238.SGD","BK1614","BK0188","002916","BK1526","688521","SGXZ49509284.SGD","688981","BK0251","LU2328871848.SGD","SG9999001093.SGD","LU1969619763.USD","BK0197","600183","688608","688256","LU1979443071.USD","SGXZ81163826.USD","688041","BK0214","IE0005HP3H50.USD","IE0034224299.USD","BK0185","LU0320764599.SGD","SG9999003461.SGD","BK0028","LU1064130708.USD"],"gpt_icon":1},{"id":"2553296145","title":"白色家电行业盘中拉升，海尔智家涨2.35%","url":"https://stock-news.laohu8.com/highlight/detail?id=2553296145","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2553296145?lang=zh_cn&edition=fundamental","pubTime":"2025-07-23 13:02","pubTimestamp":1753246940,"startTime":"0","endTime":"0","summary":"07月23日，白色家电行业盘中拉升，截至13点02分，白色家电行业整体指数上涨1.00%，报19557.630点。从个股上来看，该行业的成分股中，海尔智家涨2.35%，格力电器、TCL智家、美的集团涨幅居前。从资金上来看，截止发稿，白色家电行业主力净流入为2.79亿，其中海尔智家受到资金热捧，主力净流入1.45亿；拉长时间线来看，该板块近20日主力资金净流入4879.10万。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。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=nesSN20250723130220a45dfd62&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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