The Zhitong Finance App learned that the Hong Kong stock Hang Seng Index fell 0.49% to 126 points to 25,882 points; the Hang Seng Technology Index fell 0.19%. Hong Kong stocks traded HK$135.2 billion in early trading.
Optical Communications concept stocks had the highest gains. The InP supply gap has widened further, and institutions are optimistic that the long-term allocation value of hard technology and optical communication will be exceeded. Zhongji Xuchuang (03308) rose 16.7%; Cambridge Technology (06166) rose 16%; and Haiguang Xinzheng (01191) rose 27%.
CRO concept stocks had the highest gains. Recently, a number of overseas MNCs and CXOs disclosed their earnings reports and raised their full-year guidance. Yao Ming Kangde (02359) rose 11% to lead blue chips; Kingsley Biotech (01548) rose 11%; Gloria Ying (06821) rose 8%.
The computing power boom is rising, and PCB volume and price are rising sharply. Chipboard Micropack (09630) rose more than 18%, while Dazu CNC (03200) rose more than 10%.
Guangdong-Gangwan Intelligent Computing (01396) rose more than 11%. Computing power leasing entered a performance release dividend period, and the company's computing power delivery accelerated across the board.
Jinshan Cloud (03896) rose 9%, Dachang's financial reports boosted the cloud computing sector, and AI public cloud is expected to significantly boost the company's second-quarter performance.
Huiju Technology (01729) has risen more than 8%, and Leoni Cable has combined 100%, which is expected to significantly increase the company's performance.
Dipu Technology (01384) rose more than 6% in the morning. AI revenue in the first half of the year increased more than 2 times year on year, and the company turned quarterly losses into profits.
Xunce Technology (03317) rose more than 14%. Northeast Securities covered an “increase in holdings” for the first time, and revenue surged 389% for the first time in the first half of the year.
Black Sesame Intelligence (02533) rose more than 6%, the intelligent driving and robotics business collaborated to break through, and revenue pre-increased by more than 80% in the first half of the year.
CGN Mining (01164) rose more than 6%, and China's newly approved 8 SPUT nuclear power units increased its holdings of physical uranium for two consecutive weeks.
Auto stocks generally weakened. Sales differentiation among car companies intensified in July, and technology is still the key to competition in the car market. Xiaopeng Group-W (09868) fell 4%; Ideal Automobile-W (02015) fell 3.6%.
China Cinda (01359) profit fell 5.5% later, and net profit to mother for the first half of the year is expected to drop 60% to 70% year on year.