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The AI spending boom is forcing a rethink on stock buybacks: One Big Investment Idea - Yahoo Finance

AI支出热潮促使企业重新评估股票回购策略

港股收评：恒指、恒科齐涨，银行、地产下跌 - finance.ifeng.com

恒指恒科上涨，银行地产板块下跌

Stock Market News Today, 7/31/26 – Futures Climb as Big Tech Earnings Fuel Rally - TipRanks

恒生指数公司推出港股通AI基础设施指数

恒生指数公司推出港股通AI基础设施指数 涵盖半导体、电子设备等硬件领域 - news.10jqka.com.cn

<a href="https://news.google.com/rss/articles/CBMiYkFVX3lxTE9ielNYdWVNYTNVeldJd2xmLU83cE5oNVVDclQ5Rm5pb3poalR5eWxXX0tHUHFPbnJwaU9zMXlMNTNlT1QwTkpLT2xwNE1XRXhSUUU0SE1fanJyLUZhYzctWGl3?oc=5" target="_blank">恒生指数公司推出港股通AI基础设施指数 涵盖半导体、电子设备等硬件领域</a>&nbsp;&nbsp;<font color="#6f6f6f">news.10jqka.com.cn</font>

Wall Street Just Sent Apple a Brutal Message About AI - inc.com

<a href="https://news.google.com/rss/articles/CBMiqwFBVV95cUxQRFBRZmRXcF9OeEFmZVJib0o0TzY5dzNjWGdMaEN1R3VNTzZqTTZYNmJXc3Z3bTNsU0pZWDByVWNfS3MyNV9KdGlqbG9peldVRExEd0JIenpsOVQyZU5OLXNtQzUyako4YWdicGhTS1VEOHN3YTA5a0hQUlZsRy1SLVNuT2RUY0IyQjJ6a2JyelVuYUdWNWhOSkN0MHloRDlXenFNVXRyVWxFUEU?oc=5" target="_blank">Wall Street Just Sent Apple a Brutal Message About AI</a>&nbsp;&nbsp;<font color="#6f6f6f">inc.com</font>

恒生科技指数上涨0.53%，AIGC概念持续活跃｜港股收评 - 21jingji.com

<a href="https://news.google.com/rss/articles/CBMijAFBVV95cUxNVEJRTXlOUjdoRU1LMERGYWdfckkzZUNyeVgtMm5ETmMwMGZLdjFlb1FleDFZWGVRWnFfWFZWeXc5blNPNndYT2NRSHdibGJpc19kd0Q5cFpGMzlVLXU4aURldFE3SU4yVVpsbzgwUHg0WGRxOUNMY3lIRGRIQlJxUllFS1JaUDJ5MDJXcA?oc=5" target="_blank">恒生科技指数上涨0.53%，AIGC概念持续活跃｜港股收评</a>&nbsp;&nbsp;<font color="#6f6f6f">21jingji.com</font>

韩国股市猛涨A股不跟|韩国股市|a股|光模块|存储芯片|ai应用|美股_新浪新闻 - 手机新浪网

韩国股市大涨，A股未跟随，对A股影响中性。

港股收盘 | 科技指数全周涨超4%领跑 AI硬件股跌幅居前 - finance.eastmoney.com

科技指数周涨超4%，但AI硬件股跌幅居前，走势分化。

港股收盘 | 科技指数全周涨超4%领跑 AI硬件股跌幅居前 - 新浪财经

科技指数周涨超4%，但AI硬件股跌幅居前，多空交织。

Bitcoin’s calm is back and so is the setup for a volatility explosion

比特币平静回归，波动性爆炸将至，方向未明。

港股收评：恒指尾盘翻红微涨0.1%，存储芯片股全天领涨，五大行集体回调 - finance.sina.com.cn

恒指微涨，存储芯片领涨，五大行回调。

Amazon surges 14%, Apple falls 9% as investors pick post-earnings AI winners - CNBC

<a href="https://news.google.com/rss/articles/CBMie0FVX3lxTE83UDhFcjNxOUdxa1dydWU2NmFjN0JFUk16ZUtJTk03dmVpakpLbmRybTNRdUVGYzM5cE9LNmVBMHVNLVR1bGVRZ2tyMGFScjJkeDFYNnRVdi1aXzhoMEQ3bElxVXYxVTFhMUptaHB3WWtuUzFNcWw3LTEzZ9IBgAFBVV95cUxOR3lVcFE4bmxqZ2JJSXp1M3VGYjFaX0x4YzVvTmtwaTZIaS1nZ25PV2FZOHc4WDJCWE9Td2N1amNrSzFLZ1lkUGl1Q2lKa1h5YzZpRlhqX3hJU2xNQ0t4bTJZMjlOVjdNalRfVU8tSXFDRi1TREg5b2piNGZiZGY3bg?oc=5" target="_blank">Amazon surges 14%, Apple falls 9% as investors pick post-earnings AI winners</a>&nbsp

7月31日港股收盘：恒指涨0.1% 老铺黄金领涨成分股 - finance.eastmoney.com

恒指微涨0.1%，老铺黄金领涨成分股，整体平稳。

7月31日港股收盘：恒指涨0.1% 老铺黄金领涨成分股 - stock.eastmoney.com

<a href="https://news.google.com/rss/articles/CBMiY0FVX3lxTE1JQlFWY29BMXZTOUZwRS1hUmRFRGR1RU1TdUpVOVFmYnpUaldHbXN2WmVEbjM2RjRBQnQtNlctYkZhZ0JPT05KMkRxX21nZFNKMkljeHV1a3dZaFZwTjd3LTBKQQ?oc=5" target="_blank">7月31日港股收盘：恒指涨0.1% 老铺黄金领涨成分股</a>&nbsp;&nbsp;<font color="#6f6f6f">stock.eastmoney.com</font>

Live updates: 'Worst hit in Bitcoin history' – longtime Bitcoiners react to Coincard flaw

港股电力设备股普涨 哈尔滨电气盈喜预增61.9% - 观点网

<a href="https://news.google.com/rss/articles/CBMiYkFVX3lxTE83c2Nya1QtQ2hFTDJrdlM1SkpTZ2pkUEppenZyV0tVVXp3aTRoN25td2F1SEZER0VSekx4TThZc2JlaXpoa0hwWlU4RkNhYmQtRy1ld3VPZVBIMXMxMGgwNjdB?oc=5" target="_blank">港股电力设备股普涨 哈尔滨电气盈喜预增61.9%</a>&nbsp;&nbsp;<font color="#6f6f6f">观点网</font>

港股创新药ETF广发(SH513120)股票股价_股价行情_讨论_资讯_财报_数据报告 - 雪球

港股创新药ETF广发相关资讯，无明确涨跌信号

港股创新药ETF广发(SH513120)股票股价_股价行情_讨论_资讯_财报_数据报告 - xueqiu.com

港股创新药ETF广发资讯页面，无实质利好或利空

行车记录仪设备商盯盯拍递表港股，2025年全球市占率第二|港E声 - 时代在线

盯盯拍递表港股，2025年全球市占率第二。

行车记录仪设备商盯盯拍递表港股，2025年全球市占率第二|港E声 - time-weekly.com

盯盯拍递表港股，市占率第二，短期影响中性。