港股医药外包概念持续走强，凯莱英(06821.HK)涨超7%，泰格医药(03347.HK)、康龙化成(03759.HK)涨超5%，昭衍新药(06127.HK)、药明康德(02359.HK)涨超4%。

CITIC Securities said it interviewed more than 10 Silicon Valley tech experts in mid‑June on AI progress, model iteration pace and capabilities, data‑center business models and CAPEX sustainability, AI-driven semiconductor investment opportunities, embodied‑robotics commercialization timing, and world models. The consensus: industry participants remain broadly optimistic and view AI as still in an early development phase with large market and commercialization potential. Veterans who experienced the 2000 dot‑com bubble warned cycles are inevitable; although the sector is on an upswing, capital markets should closely monitor valuation/earnings alignment and the cadence of supply‑side release — near‑term liquidity or earnings‑expectation shocks could trigger significant market moves.

半导体零部件概念股N臻宝午后拉升，现涨超970%，最高见488.88元/股。