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06809 澜起科技
未开盘 05-18 16:08:28
440.800
-7.800
-1.74%
最高
480.000
最低
433.800
成交量
458.23万
今开
444.000
昨收
448.600
日振幅
10.30%
总市值
5,387亿
流通市值
334.01亿
总股本
12.22亿
成交额
20.82亿
换手率
6.05%
流通股本
7,577万
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）
资讯
新帖
简况
超1300家公司获机构调研，澜起科技最受关注
证券之星 · 05-18 15:56
超1300家公司获机构调研，澜起科技最受关注
公募上周集中调研电子行业 胜宏科技、澜起科技备受关注
新华财经 · 05-18 14:42
公募上周集中调研电子行业 胜宏科技、澜起科技备受关注
异动解读 | 澜起科技盘中大涨6.55%，业绩高增叠加高盛大幅上调目标价
异动解读 · 05-18 10:10
异动解读 | 澜起科技盘中大涨6.55%，业绩高增叠加高盛大幅上调目标价
机构最新调研路线图出炉 澜起科技最受关注
第一财经 · 05-17 16:27
机构最新调研路线图出炉 澜起科技最受关注
北水动向|北水成交净买入249.55亿 北水逢低抢筹港股ETF 全天加仓盈富基金(02800)超129亿港元
智通财经 · 05-15
北水动向|北水成交净买入249.55亿 北水逢低抢筹港股ETF 全天加仓盈富基金(02800)超129亿港元
5月15日澜起科技跌6.45%，科创50ETF华夏基金重仓该股
证券之星 · 05-15
5月15日澜起科技跌6.45%，科创50ETF华夏基金重仓该股
异动解读 | 获利了结压力与板块回调，澜起科技盘中大跌5.06%
异动解读 · 05-15
异动解读 | 获利了结压力与板块回调，澜起科技盘中大跌5.06%
芯片股走高 澜起科技(06809)涨6.19% AI需求驱动芯片资本开支加码
金吾财讯 · 05-14
芯片股走高 澜起科技(06809)涨6.19% AI需求驱动芯片资本开支加码
异动解读 | 高盛上调目标价叠加MRDIMM放量驱动，澜起科技盘中大涨6.39%
异动解读 · 05-14
异动解读 | 高盛上调目标价叠加MRDIMM放量驱动，澜起科技盘中大涨6.39%
大摩减持澜起科技(06809)24.8684万股 每股作价320.3252港元
智通财经网 · 05-13
大摩减持澜起科技(06809)24.8684万股 每股作价320.3252港元
港股异动 | 澜起科技(06809)涨超8% 大摩上调CPU市场规模 机构料公司将成为CPU强劲需求主要受惠者
智通财经 · 05-13
港股异动 | 澜起科技(06809)涨超8% 大摩上调CPU市场规模 机构料公司将成为CPU强劲需求主要受惠者
大模型概念普涨 Minimax(00100)涨6.44% 机构指大模型行业Agent商业化进程加速
金吾财讯 · 05-13
大模型概念普涨 Minimax(00100)涨6.44% 机构指大模型行业Agent商业化进程加速
港股存储概念股午后持续拉升，南方两倍做多海力士涨超13%
老虎资讯综合 · 05-13
港股存储概念股午后持续拉升，南方两倍做多海力士涨超13%
异动解读 | 澜起科技盘中大涨5.08%，AI算力需求驱动存储芯片龙头走强
异动解读 · 05-13
异动解读 | 澜起科技盘中大涨5.08%，AI算力需求驱动存储芯片龙头走强
涨疯了！A/H溢价甩开宁王
格隆汇 · 05-12
涨疯了！A/H溢价甩开宁王
澜起科技A股成交额达200亿元
每日经济新闻 · 05-12
澜起科技A股成交额达200亿元
异动解读 | AI算力需求升温叠加存储芯片超级周期，澜起科技盘中大涨5.35%
异动解读 · 05-12
异动解读 | AI算力需求升温叠加存储芯片超级周期，澜起科技盘中大涨5.35%
市场做多情绪全面升温，聚焦科技链中轮动补涨机会
中金财经 · 05-12
市场做多情绪全面升温，聚焦科技链中轮动补涨机会
开源证券：给予澜起科技买入评级
证券之星 · 05-11
开源证券：给予澜起科技买入评级
5月11日澜起科技涨18.52%，科创50ETF华夏基金重仓该股
证券之星 · 05-11
5月11日澜起科技涨18.52%，科创50ETF华夏基金重仓该股
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公司概况
公司名称：
澜起科技
所属市场：
SEHK
上市日期：
--
主营业务：
澜起科技股份有限公司是一家致力于为云计算及人工智能（AI）基础设施提供互连芯片解决方案的中国公司。该公司的产品线包括互连类芯片及津逮产品。互连类芯片主要包括内存接口芯片、内存模组配套芯片、PCIe/CXL互连芯片及时钟芯片。津逮产品主要由津逮中央处理器（CPU）组成。
发行价格：
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胜宏科技、澜起科技备受关注","url":"https://stock-news.laohu8.com/highlight/detail?id=2636047867","media":"新华财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636047867?lang=zh_cn&edition=full","pubTime":"2026-05-18 14:42","pubTimestamp":1779086532,"startTime":"0","endTime":"0","summary":"新华财经上海5月18日电据公募排排网数据显示，上周（5月11日至5月17日）共有134家公募机构参与到A股调研活动中，调研范围覆盖到26个申万一级行业中的154只个股，合计调研次数达981次。电子行业依然是上周公募调研重点，被调研次数达266次，大幅领先于其余行业。同时公募机构调研该行业个股数量达22只，而在被调研次数排名前十的个股中，电子行业个股占到4只。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605183740320313.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU2039709279.SGD","688008","LU0469268626.HKD","LU2289578879.USD","BK1170","LU1997245094.SGD","LU2476274720.SGD","SGXZ49509284.SGD","LU1997245177.USD","LU1303224171.USD","LU2495084118.USD","300476","BK1163","LU1808992512.USD","LU0456842615.SGD","LU2778985437.USD","LU1934453819.USD","91210","SGXZ81163826.USD","LU2476274308.USD","LU1979443071.USD","LU1719994722.HKD","BK0214","LU1997244956.HKD","BK0197","LU1251922891.USD","LU1770034418.SGD","06809","02476"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1137550999","title":"异动解读 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10:10","pubTimestamp":1779070232,"startTime":"0","endTime":"0","summary":"澜起科技今日盘中股价大幅上涨6.55%，引起了市场的广泛关注。消息面上，公司近期披露的财务业绩表现强劲，全年及一季度归母净利润均实现大幅同比增长，毛利率也显著提升。尤其值得关注的是，其四款AI互连类芯片新产品在一季度合计收入同比大增93.8%，显示出公司在高增长领域的强劲势头，多款新品即将进入规模商用阶段，这为公司的未来增长提供了明确动力。此外，国际知名投行高盛将澜起科技H股目标价大幅上调67%，并维持“买入”评级。高盛认为，CPU推理工作负载将持续支撑内存接口芯片的需求增长，这进一步增强了市场对公司基本面和未来前景的信心，共同推动了股价在盘中的显著上扬。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["06809"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636309143","title":"机构最新调研路线图出炉 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16:27","pubTimestamp":1779006474,"startTime":"0","endTime":"0","summary":"Wind数据显示，机构本周（5月11日至5月15日）共调研了1620家上市公司，其中澜起科技最获关注，参与调研的机构为180家。英科医疗、东威科技、九号公司-WD分别获138家、130家、124家机构调研。据统计，冰轮环境获机构调研8次，ST葫芦娃、坤泰股份等5股获调研3次。从调研行业来看，机构持续聚焦工业机械、电子元件、电气部件与设备等板块。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605173739731535.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605173739731535.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1251922891.USD","LU0456842615.SGD","LU1997244956.HKD","LU1719994722.HKD","LU1997245177.USD","688008","BK1163","LU1997245094.SGD","LU1303224171.USD","LU2476274308.USD","91210","LU2476274720.SGD","LU2289578879.USD","LU2039709279.SGD","LU2778985437.USD","LU2495084118.USD","LU1770034418.SGD","BK0214","06809"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635139088","title":"北水动向|北水成交净买入249.55亿 北水逢低抢筹港股ETF 全天加仓盈富基金(02800)超129亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635139088","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635139088?lang=zh_cn&edition=full","pubTime":"2026-05-15 17:56","pubTimestamp":1778839001,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，5月15日港股市场，北水成交净买入249.55亿港元。港股通(沪)活跃成交股港股通(深)活跃成交股北水逢低抢筹港股ETF，盈富基金、恒生中国企业、南方恒生科技分别获净买入129.1亿、47.37亿、29亿港元。华虹一季度销售收入6.609亿美元，同比增长22.2%；毛利率13.0%，同比提升3.8个百分点；归母净利润2090万美元，同比大幅增长。澜起科技获净买入4.59亿港元。腾讯 获净买入2.15亿港元。长飞光纤光缆遭净卖出1.87亿港元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1442302.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0449515922.USD","LU0642271901.SGD","XIACY","LU0572940350.SGD","LU0634319403.HKD","ALBmain","LU0143863784.USD","SG9999001903.USD","LU0244354667.USD","LU1044875133.USD","LU0541502299.USD","BK1588","LU1794554557.SGD","BK1517","LU0856984785.SGD","HSTECH","LU0823040885.USD","LU0173614495.USD","LU1048588211.SGD","SG9999006514.SGD","LU0823413660.USD","LU0828237940.HKD","BK4585","LU1115378108.SGD","LU0630378429.USD","LU1961090484.USD","LU1548497426.USD","LU1769817179.HKD","LU0531970944.HKD","LU0516422366.SGD","LU0261950983.USD","LU0197773160.USD","83115","HK0000151867.HKD","LU0211977185.USD","LU1023057109.AUD","LU0049853897.USD","HK0000107257.USD","LU1196710864.SGD","BK1584","LU1224444064.USD","LU0043850808.USD","LU1993786604.SGD","LU2097829019.USD","HK0000320264.USD","LU0737861699.HKD","LU0052750758.USD","LU0326950275.SGD","688347","LU2257852520.SGD","LU0737861772.HKD","LU0672654166.SGD","LU2125910500.SGD","LU1515016050.SGD","LU0431992006.USD","LU0675040207.SGD","SG9999001689.USD","09988","LU0651947912.USD","LU0348783233.USD","LU0348788117.USD","LU0577902538.SGD","LU1880383366.USD","IE00BPRC5H50.USD","LU1224709979.USD","LU0348825331.USD","LU0516423091.SGD","LU0328353924.USD","LU0307460666.USD","LU0648948544.HKD","LU0348783662.USD","LU0572944931.SGD","BK1618","LU0469268626.HKD","02473","LU0577902611.USD","LU0164872284.USD","LU0708995583.HKD","LU0477156797.USD","LU0608807433.USD","LU0106252389.USD","LU0314109678.HKD","LU1051768304.USD","LU2087589342.USD","LU0106259558.USD","LU0543330566.HKD","LU2399975544.HKD","SGXZ90724238.SGD","89988","LU1201861165.SGD","LU0384037296.USD","LU0499858438.USD","LU0181495838.USD","LU0140636845.USD","LU0417516738.SGD","LU1813983027.USD","LU0823426480.USD","LU0572939691.SGD","LU0320764599.SGD","LU1868838027.USD","LU0823038988.USD","LU0315179316.USD","LU0214875030.USD","LU0287142896.SGD","LU0117844026.USD","LU1366334578.USD","LU0831103253.SGD","LU0370786039.SGD","LU0762540952.USD","LU0169518387.USD","LU0359201612.USD","LU0871576103.HKD","LU0106959298.USD","LU0823041008.USD","LU0823397103.USD","LU0228367735.SGD","LU1051769294.HKD","LU0455707207.USD","SG9999002562.SGD","LU1880398471.USD","LU0164880469.USD","02828","LU0348805143.USD","LU1504937902.USD","BK1249","IE0032431581.USD","LU0823413587.USD","LU2097828631.EUR","LU0488056044.USD","LU2293587155.HKD","LU0327786744.USD","LU2778985437.USD","LU2097828714.EUR","03037","LU0499858602.USD","BK1501","LU0011963245.USD","LU0359201885.HKD","LU0417516571.SGD","LU0264606111.USD","SGXZ86797644.SGD","HK0000320223.HKD","LU0359202008.SGD","LU1770036033.HKD","LU0293314216.USD","LU0259732245.USD","LU0348827113.USD","LU0149721374.USD","LU0593848301.USD","LU1048596156.SGD","LU1044876610.USD","BK1614","LU0130518102.USD","SG9999002463.SGD","LU0700851271.USD","LU0254981946.USD","HK0000306701.USD","IE00BZ08YR35.GBP","LU0886674414.USD","82800","LU0608807946.USD","00981","LU0865486749.SGD","LU3063872942.SGD","LU1769817096.USD","LU1880383440.USD","BK1502","IE0003895053.USD","IE00B0169N27.USD","IE00B5MMRT66.SGD","LU0541501648.USD","06869","LU2039709279.SGD","BK1591","LU0163747925.USD","02800","SGXZ62798434.SGD","LU1960683339.HKD","LU2045819591.USD","LU0127658192.USD","LU0235996351.USD","LU2357305700.SGD","LU1044874839.SGD","LU0345775950.USD","LU0890818403.SGD","LU0231483743.USD","LU0543330483.HKD","BK1607","IE00B0JY6N72.USD","LU0531971595.HKD","SG9999002828.SGD","LU1831875114.USD","LU0823039010.USD","LU1808992512.USD","BK1163","LU0577902298.EUR","LU0589944569.HKD","LU0261947096.USD","LU0516422440.USD","LU1328615791.USD","LU0516423174.USD","01347","LU0821914370.USD","LU0651946864.USD","LU0072462343.USD","LU0650527681.SGD","BK1575","LU0823426308.USD","BK1586","LU1810669033.SGD","LU0229945570.USD","LU0588545730.USD","LU1328277881.USD","688008","LU0594300419.USD","LU0873338254.USD","BK4588","03419","LU0051755006.USD","00700","LU1880398554.USD","TCEHY","LU0320764755.SGD","LU0561508036.HKD","LU0640798160.USD","LU1282651121.HKD","LU1720050803.USD","03033","HSCEI","LU2097828557.USD","BK1521","LU0039217434.USD","01810","LU0762542818.HKD","LU2488822045.USD","LU1366334651.USD","LU0345776255.USD","LU0048388663.USD","LU0605514214.HKD","LU1282651048.USD","LU2125910849.SGD","LU2152927971.USD","LU2294711473.HKD","LU1282649810.SGD","LU1282649067.USD","SG9999001051.SGD","LU0320764243.SGD","IE00BZ08YS42.EUR","LU1188198961.HKD","LU1211504680.USD","HBBD.SI","LU0463099449.HKD","LU0047713382.USD","LU0196878994.USD","BK1615","LU0029874905.USD","688981","LU0784639295.USD","SG9999006597.SGD","LU13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| 获利了结压力与板块回调，澜起科技盘中大跌5.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=1111582802","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1111582802?lang=zh_cn&edition=full","pubTime":"2026-05-15 09:59","pubTimestamp":1778810341,"startTime":"0","endTime":"0","summary":"澜起科技今日盘中股价大跌5.06%，引起了市场关注。消息面上，此次下跌主要受到两方面因素影响。一方面，该股此前连续多日大幅上涨，自4月低点以来累计涨幅巨大，5月11日单日涨幅更超过18%创下历史新高，短期积累了丰厚的获利盘，回吐压力显著。另一方面，半导体板块今日整体走弱，华虹半导体、英诺赛科、钧达股份等个股均出现明显下跌，板块整体抛压加重了澜起科技的调整压力。基本面来看，澜起科技作为全球DDR5内存接口芯片的龙头企业，其AI算力与存储双轮驱动的长期逻辑未变，公司2026年一季度归母净利润同比增长61.3%。分析指出，短期股价在经过快速上涨后，估值消化仍需时间。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"7bfc5d963b02a599badf717fd392ab57","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["06809"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635076577","title":"芯片股走高 澜起科技(06809)涨6.19% AI需求驱动芯片资本开支加码","url":"https://stock-news.laohu8.com/highlight/detail?id=2635076577","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635076577?lang=zh_cn&edition=full","pubTime":"2026-05-14 10:36","pubTimestamp":1778726172,"startTime":"0","endTime":"0","summary":"金吾财讯 | 芯片股走高，美佳音控股 涨26.38%，贝克微涨6.84%，澜起科技涨6.19%，国民技术涨4.03%，英诺赛科涨3.59%，宏光半导体涨3.30%，天域半导体涨3.07%。消息面上，昨日腾讯、阿里发布一季度财报，在AI需求强劲预期下，均持续上调资本开支。中国银河证券表示，北美CSP厂商进一步上调资本开支预期，主要将用于AI基础设施建设，AI军备竞赛进入到白热化，下游需求依旧保持强劲增长态势。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/YjA5ZTU5M2U3ZjIyNGI4Mzk2MWM1NGUyNWZkZjFmMjE3MzEwNTIzMzcxNTY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjA5ZTU5M2U3ZjIyNGI4Mzk2MWM1NGUyNWZkZjFmMjE3MzEwNTIzMzcxNTY=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"7f6c14f6ef05fe196c83044cae06ccde","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981333","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0456842615.SGD","BK0214","LU2476274308.USD","LU1303224171.USD","LU2289578879.USD","06809","LU2778985437.USD","LU1719994722.HKD","688008","BK4588","LU1997245094.SGD","LU2495084118.USD","BK1587","LU1997245177.USD","BK4535","LU1997244956.HKD","BK4585","BK1163","LU2039709279.SGD","BK1169","LU1251922891.USD","LU2476274720.SGD","LU1770034418.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1162976126","title":"异动解读 | 高盛上调目标价叠加MRDIMM放量驱动，澜起科技盘中大涨6.39%","url":"https://stock-news.laohu8.com/highlight/detail?id=1162976126","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1162976126?lang=zh_cn&edition=full","pubTime":"2026-05-14 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19:20","pubTimestamp":1778671212,"startTime":"0","endTime":"0","summary":"减持后最新持股数目约为435.6万股，最新持股比例为5.74%。","market":"fut","thumbnail":"https://img.zhitongcaijing.com/image/20260513/20260513192037_35254.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260513/20260513192037_35254.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1441332.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["LU1997244956.HKD","LU0795875086.SGD","BK4585","LU0528227936.USD","LU2495084118.USD","06809","LU0314104364.USD","LU2271345857.HKD","LU2778985437.USD","688008","LU0158827781.USD","LU0098860793.USD","BK4581","LU1719994722.HKD","BK4534","LU0006306889.USD","LU1989772840.SGD","LU0912757837.SGD","LU1244550577.SGD","LU1791710582.SGD","LU0456842615.SGD","LU0971096721.USD","LU1251922891.USD","LU2476274308.USD","LU0106261372.USD","LU0225283273.USD","LU1720051017.SGD","BK4504","LU0158827948.USD","BK4516","LU0390134368.USD","LU1363072403.SGD","LU1732800096.USD","LU0106831901.USD","LU1732799900.SGD","BK4127","LU2089283258.USD","LU2089284900.SGD","LU2289578879.USD","LU1997245177.USD","EWH","LU2023251221.USD","LU1244550221.USD","LU1244550494.USD","LU1989772923.USD","LU0234570918.USD","LU2133065610.SGD","91210","LU1668664300.SGD","LU1162221912.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635641277","title":"港股异动 | 澜起科技(06809)涨超8% 大摩上调CPU市场规模 机构料公司将成为CPU强劲需求主要受惠者","url":"https://stock-news.laohu8.com/highlight/detail?id=2635641277","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635641277?lang=zh_cn&edition=full","pubTime":"2026-05-13 14:13","pubTimestamp":1778652789,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，澜起科技涨超8%，月内股价涨幅累超70%。截至发稿，涨8.33%，报447.4港元，成交额14.25亿港元。而在乐观情景下，到2030年，全球服务器CPU市场规模最高可能达到2830亿美元，新增DRAM需求甚至可能达到221EB，约为当前全球市场规模的近5倍。里昂认为，随着AI从模型训练转向推理，特别是AI代理的发展，服务器CPU的需求正持续上升，澜起科技是CPU强劲需求的主要受惠者。此外，公司新产品的可服务市场规模大，增长正加速。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"8926fce5956cd7663a9c9fb4b1a94536","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1441102.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2289578879.USD","06809","VXUS","BK4585","LU1770034418.SGD","LU1251922891.USD","688008","LU1719994722.HKD","BK0214","LU1303224171.USD","91210","LU2495084118.USD","LU2476274308.USD","BK4588","LU1997245177.USD","LU1997245094.SGD","LU1997244956.HKD","BK1163","LU2476274720.SGD","LU0456842615.SGD","LU2039709279.SGD","LU2778985437.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635749032","title":"大模型概念普涨 Minimax(00100)涨6.44% 机构指大模型行业Agent商业化进程加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2635749032","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635749032?lang=zh_cn&edition=full","pubTime":"2026-05-13 13:31","pubTimestamp":1778650275,"startTime":"0","endTime":"0","summary":"金吾财讯 | 大模型概念普涨，Minimax 涨6.44%，智谱涨3.51%，迅策涨5.42%，澜起科技涨6.54%。招商证券国际发布报告指出，中国大模型行业Agent商业化进程加速，首次覆盖智谱与MiniMax，均给予“增持”评级，两家企业定位不同且具备独特竞争壁垒，正处于商业化加速阶段。智谱与MiniMax作为纯大模型赛道代表，聚焦全模态布局，与综合厂商形成差异化竞争。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981263","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0862451837.USD","BK1521","LU0244354667.USD","LU0181495838.USD","IE00BZ08YR35.GBP","IE00BZ08YS42.EUR","LU0594300179.USD","IE00BVYPNQ40.USD","LU1102505929.USD","BK1589","SG9999004220.SGD","IE00B543WZ88.USD","LU0326950275.SGD","BK1117","IE00BGHQDM52.EUR","LU0890818403.SGD","LU0650527681.SGD","06809","LU0463099449.HKD","LU1813983027.USD","BK1155","LU2045819591.USD","LU0607220059.USD","LU0605514214.HKD","IE00BZ08YT58.USD","LU1102505762.USD","IE00B5MMRT66.SGD","IE00B29SXG58.USD","IE00B031J352.USD","IE00BMCWC346.EUR","IE00BPRC5H50.USD","IE00B031HY20.USD","BK1163","IE00BVYPNP33.GBP","IE00BYV24P56.USD","LU0314109678.HKD","IE0031814852.USD","LU0821914370.USD","LU0149534421.HKD","LU1023057109.AUD","IE0008368742.USD","LU1188198961.HKD","02313","00100","BK1227","LU1048596156.SGD","LU2125910500.SGD","LU0359202008.SGD","LU0862451753.SGD","03317"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1156722310","title":"港股存储概念股午后持续拉升，南方两倍做多海力士涨超13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1156722310","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1156722310?lang=zh_cn&edition=full","pubTime":"2026-05-13 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| 澜起科技盘中大涨5.08%，AI算力需求驱动存储芯片龙头走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1190404772","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1190404772?lang=zh_cn&edition=full","pubTime":"2026-05-13 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总体而言，当前市场短线风险偏好持续抬升，做多情绪正向整个科技成长赛道全面蔓延。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/zldongxiang/20260512/32216874.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["TSM","605006","BK4585","603738","300302","300935","600584","BK4535","688766","301308","VGT","688146","BK4588","002552","300308","06809","CHAT","300604","688008","002491"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634400859","title":"开源证券：给予澜起科技买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2634400859","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634400859?lang=zh_cn&edition=full","pubTime":"2026-05-11 18:20","pubTimestamp":1778494841,"startTime":"0","endTime":"0","summary":"开源证券股份有限公司陈蓉芳,陈瑜熙,陈凯近期对澜起科技进行研究并发布了研究报告《公司深度报告：内存互连全球龙头，发力AI运力打造第二增长中枢》，给予澜起科技买入评级。我们预计2026-2028年公司实现营收76.81/97.22/121.80亿元，实现归母净利润35.77/47.81/60.55亿元，对应当前股价对应PE分别为71.86/53.75/42.44x，维持“买入”评级。最新盈利预测明细如下：该股最近90天内共有13家机构给出评级，买入评级9家，增持评级4家；过去90天内机构目标均价为189.91。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051100026396.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["161027","91210","06809","688008"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2634540939","title":"5月11日澜起科技涨18.52%，科创50ETF华夏基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2634540939","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634540939?lang=zh_cn&edition=full","pubTime":"2026-05-11 16:28","pubTimestamp":1778488088,"startTime":"0","endTime":"0","summary":"证券之星消息，5月11日澜起科技涨18.52%创60日新高，收盘报249.22元，换手率9.61%，成交量110.21万手，成交额268.86亿元。重仓澜起科技的前十大公募基金请见下表：该股最近90天内共有13家机构给出评级，买入评级9家，增持评级4家；过去90天内机构目标均价为189.91。根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共326家，其中持有数量最多的公募基金为华夏基金的科创50ETF华夏。该公募基金现任基金经理为荣膺。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"066a3ee9ea0747cb302dded5fea8b34f","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051100021854.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK1163","LU2476274720.SGD","588000","06809","LU2039709279.SGD","LU0456842615.SGD","LU2476274308.USD","LU1770034418.SGD","LU2778985437.USD","LU1997245177.USD","LU2289578879.USD","LU1303224171.USD","LU1251922891.USD","LU1997245094.SGD","LU1997244956.HKD","LU2495084118.USD","688008","91210","BK0214","LU1719994722.HKD"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"websiteUrl":"http://www.montage-tech.com","stockEarnings":[{"period":"1week","weight":0.053},{"period":"1month","weight":1.1051},{"period":"3month","weight":1.0891},{"period":"6month","weight":3.1239},{"period":"ytd","weight":3.1239}],"compareEarnings":[{"period":"1week","weight":-0.0277},{"period":"1month","weight":-0.0185},{"period":"3month","weight":-0.0386},{"period":"6month","weight":-0.006},{"period":"1year","weight":0.0998},{"period":"ytd","weight":0.0017}],"compareStock":{"symbol":"HSI","name":"恒生指数"},"description":"澜起科技股份有限公司是一家致力于为云计算及人工智能（AI）基础设施提供互连芯片解决方案的中国公司。该公司的产品线包括互连类芯片及津逮产品。互连类芯片主要包括内存接口芯片、内存模组配套芯片、PCIe/CXL互连芯片及时钟芯片。津逮产品主要由津逮中央处理器（CPU）组成。","exchange":"SEHK","name":"澜起科技","nameEN":"MONTAGE 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