Actualités & sentiment

港股午评：恒生指数涨0.04%，恒生科技指数涨0.74% - 新浪财经

港股午盘小幅上涨，恒生科技指数涨0.74%，市场情绪稳定。

股市午报：A股超3700股上涨，长鑫科技V型反弹，成交额超200亿元！韩国股市跌到“熔断” - 搜狐网

<a href="https://news.google.com/rss/articles/CBMiiAFBVV95cUxNVUE2OFhFMjJqY3o1U1lqQXVmc1ZyaEFsaGlVUWxWM1VwTFoxOFRMYkk0d1Q3VjlfMGVINko0Q2hZVE5qN3RmazlETk1UM3dpLUtLeGhBUHVFMjhJbk9jcGRpZ3dTWVpabHhVVGV2a1IwNFZkQ1R6VExFQ1hWbHdGY2dFM2hXUjBH?oc=5" target="_blank">股市午报：A股超3700股上涨，长鑫科技V型反弹，成交额超200亿元！韩国股市跌到“熔断”</a>&nbsp;&nbsp;<font color="#6f6f6f">搜狐网</font>

港股异动丨光伏股大涨 协合新能源一度涨17% 信义光能涨超10% 市场监管总局出手整治"内卷" - 中金在线

光伏股因监管整治“内卷”大涨，协合新能源一度涨17%。

Asia stocks retreat as KOSPI sinks 4%; AI selloff outweighs Iran optimism - Investing.com

亚洲股市回落，韩股暴跌4%，AI抛售压制市场情绪。

证监会主席吴清：支持优质港股上市公司在境内上市 - chinanews.com.cn

证监会支持优质港股在境内上市，利好港股公司估值。

A股半日缩量4203亿元A股8月首个交易日 - 新浪财经

A股半日成交量萎缩，市场交投清淡

风向有变！8月金股名单出炉：电子退潮，医药、有色接棒升温 - 证券时报

<a href="https://news.google.com/rss/articles/CBMiXEFVX3lxTE9CYlFBaHNkYnk4X05paWQtcTI1VFRtV3NkcWtHM1p6eHJzaEFYT3JpWGdDSmtfUWRfMHh5TUdTLTBhWVluS2dpODNUMmM5emhRTmxwNUJwN1BOYVQx?oc=5" target="_blank">风向有变！8月金股名单出炉：电子退潮，医药、有色接棒升温</a>&nbsp;&nbsp;<font color="#6f6f6f">证券时报</font>

If Artificial Intelligence Is in a Bubble, These Are the Stocks That Could Benefit Most - fool.com

<a href="https://news.google.com/rss/articles/CBMimAFBVV95cUxQS3dEX2ItQ2VvYmc4Q2ZGczZublphT1hpc09LWFZjN05RdzVRMDdMQ3RmR0p6TEtTN1ZISndyYTBvRWYtRnRiemE3dGthQjlMeEpSanZwZHhLUDBST1JkWnJVMzR0N29HMnlMNjlFOVpGR01QTmF3X1BXUkpSMHJkazJqQVFuRkIwbXZSV1NsbWpJMjlYcmc1NQ?oc=5" target="_blank">If Artificial Intelligence Is in a Bubble, These Are the Stocks That Could Benefit Most</a>&nbsp;&nbsp;<font color="#6f6f6f">fool.com</font>

事关港股IPO，吴清最新讲话信号 - 央广财经

吴清讲话释放港股IPO信号，影响待观察。

股市有望逐步企稳、修复与回升！本周“光”和“芯”有新机会—— - Sohu

股市有望企稳回升，光与芯板块存在新机会。

股市有望逐步企稳、修复与回升！本周“光”和“芯”有新机会—— - 搜狐网

<a href="https://news.google.com/rss/articles/CBMijAFBVV95cUxOSDZFdzF1ZEdsYkJHRmtfTlhjTmRHSHZMMzRPeS12RHI0N1Y1cFI4NTZ2OHRiWWJqVnJXU0w3SHdyUFFBcnAyQ3JHcWN2WFh5UXlyTGVqU1FfZFdvandxY0dHR1pScTNZeS1vcUhzZVFWQkpTbVFCbHVQc2VwblI4dVRTMF96OFJwMGhnTw?oc=5" target="_blank">股市有望逐步企稳、修复与回升！本周“光”和“芯”有新机会——</a>&nbsp;&nbsp;<font color="#6f6f6f">搜狐网</font>

港股异动 | 上半年净利润同比预增186% 联想控股盘中涨超13% - Sohu

联想控股预增186%净利润，股价大涨超13%

Nvidia has fallen sharply from 2026 highs. Is the stock now an attractive Buy? - Investing.com

Nvidia从2026年高点大幅下跌，市场对其是否值得买入存疑。

China’s Wu Vows Further Expansion of Market Links to Hong Kong - Bloomberg.com

中国承诺进一步扩大与香港市场联系，利好港股。

资金回流与AI产业催化共振，港股互联网估值修复逻辑持续强化 - Sohu

资金回流和AI催化强化港股互联网估值修复

资金回流与AI产业催化共振，港股互联网估值修复逻辑持续强化 - 搜狐网

<a href="https://news.google.com/rss/articles/CBMijAFBVV95cUxNRGh4SWNvWVV4RjJLYTQxOHdxS0tQdFF3WVd1a2taUnNJbUE0Nmd1N284WXM4TjVuNnhKeW9yRm83VnUwTVIzd3NPOXAxcHo5ZTRwLThBaDI0UFNld1ZfMDNscndvZEZyMFhJMzBzOGYwT3FhQUdDeFJEZ1B0Qi1YT1lLc1lBRWZDLWJyQQ?oc=5" target="_blank">资金回流与AI产业催化共振，港股互联网估值修复逻辑持续强化</a>&nbsp;&nbsp;<font color="#6f6f6f">搜狐网</font>

迅策涨近15%领跑港股AI板块 预计上半年营收9.67亿元同比增389% - 观点网

迅策营收大增389%领涨港股AI板块

迅策涨近15%领跑港股AI板块 预计上半年营收9.67亿元同比增389% - guandian.cn

<a href="https://news.google.com/rss/articles/CBMiYkFVX3lxTE8yVEZOcnZOTWtFdll6d2hkcTdxc1lQVzRoVjdmX2RPSjA1NkJuZFJFOENiVWpWc21POXdhVDBrMktvLVg4U2JFb0NJY0FjYXBHWXJ3OWxSLUdhYzByanhGOUVn?oc=5" target="_blank">迅策涨近15%领跑港股AI板块 预计上半年营收9.67亿元同比增389%</a>&nbsp;&nbsp;<font color="#6f6f6f">guandian.cn</font>

Australia’s Steadfast jumps after consortium reaffirms $5.4 bln takeover offer - Investing.com

Steadfast获财团重申收购要约，股价上涨。

South Korea’s KOSPI falls 4% after worst month since 2008 as chip stocks slide - Investing.com

韩国KOSPI大跌4%，芯片股拖累市场。