智通财经APP获悉，港股恒生指数早盘涨0.08%，报19762点；恒生科技指数涨0.17%。
汇量科技（01860）三季度公司旗下程序化广告平台Mintegral营收创新高至4.03亿美元，同比增长57.6%，股价涨超6%，领跑AI应用板块。
创新奇智(02121)涨超8%，公司AI工业软件布局显成效，机构看好AI+工业应用加速渗透。
第四范式(06682)早盘涨超6%，先知AI平台迭代升级，占总收入比例接近七成。
金山云(03896)再涨超10%，来自小米及金山软件生态的收入有望加速增长。
地平线机器人-W(09960)涨超4%，大摩看好公司ADAS与AD领域市占率前景。
行业协会集体呼吁谨慎采购美国芯片，全产业链国产化进程有望加速。芯片股走高，中芯国际（00981）涨2.69%；华虹半导体（01347）涨0.98%。
蔚来-SW(09866)涨近4%，连续七个月销量超过2万辆，乐道品牌有望成为销量成长主要驱动。
第一太平(00142)涨超7%，考虑分拆Maynilad于菲律宾独立上市。
美国对东南亚四国光伏关税提高，机构称短期或对各公司盈利形成压力。光伏股早盘走低，彩虹新能源(00438)跌5.4%，报2.98港元；福莱特玻璃(06865)跌3.33%；新特能源(01799)跌2.57%。
海昌海洋公园(02255)盘中跌6%，公司面临资金压力，此前宣布引入潜在战略投资者。
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