159665 芯片龙头
已收盘 05-20 15:00:00
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两大芯片龙头20CM涨停！全球算力需求持续爆棚，海外巨头加码AI资本开支
每日经济新闻 · 04-30
两大芯片龙头20CM涨停！全球算力需求持续爆棚，海外巨头加码AI资本开支
上海兄弟狂揽订单，1100亿芯片龙头赚到手软
21世纪经济报道 · 04-05
上海兄弟狂揽订单，1100亿芯片龙头赚到手软
AI算力狂潮不只属于芯片龙头! 跑赢99%同行的基金经理押注PCB、封装基板与封测中小盘
智通财经 · 04-01
AI算力狂潮不只属于芯片龙头! 跑赢99%同行的基金经理押注PCB、封装基板与封测中小盘
2400亿算力芯片龙头沐曦股份，营收大增121%
21世纪经济报道 · 03-26
2400亿算力芯片龙头沐曦股份，营收大增121%
股价直追茅台，陕西光芯片龙头一年涨7倍
时代财经 · 03-20
股价直追茅台，陕西光芯片龙头一年涨7倍
A股化工掀涨停潮，720亿存储芯片龙头大涨8%，风电设备狂飙8连阳
21世纪经济报道 · 03-13
A股化工掀涨停潮，720亿存储芯片龙头大涨8%，风电设备狂飙8连阳
港股异动 | 纳芯微(02676)涨超5%创新高 公司为汽车模拟芯片龙头 受惠高端模拟芯片国产替代趋势
智通财经 · 2025-12-24
港股异动 | 纳芯微(02676)涨超5%创新高 公司为汽车模拟芯片龙头 受惠高端模拟芯片国产替代趋势
思瑞浦收购奥拉股份：国内模拟芯片龙头牵手IPO折戟企业，剑指AI模拟“芯蓝海”
晨哨并购 · 2025-11-27
思瑞浦收购奥拉股份：国内模拟芯片龙头牵手IPO折戟企业，剑指AI模拟“芯蓝海”
A股公告精选 | 三千亿市值芯片龙头披露业绩 盈利超19亿元
智通财经网 · 2025-02-24
A股公告精选 | 三千亿市值芯片龙头披露业绩 盈利超19亿元
射频芯片龙头重磅！拟募资35亿元扩产
全球物联网观察 · 2025-02-19
射频芯片龙头重磅！拟募资35亿元扩产
解读聚灿光电财报：LED芯片龙头的逆袭与隐忧
证券之星 · 2025-02-18
解读聚灿光电财报：LED芯片龙头的逆袭与隐忧
澜起科技：互连芯片龙头 开启AI运力新征程
东方财富证券 · 2025-02-12
澜起科技：互连芯片龙头 开启AI运力新征程
瑞芯微：DEEPSEEK点燃端侧应用 AIOT芯片龙头公司显著受益
第一上海 · 2025-02-10
瑞芯微：DEEPSEEK点燃端侧应用 AIOT芯片龙头公司显著受益
《轮动华泰》国产DeepSeek横空出世 引发芯片龙头Deep drop
阿斯达克财经 · 2025-01-28
《轮动华泰》国产DeepSeek横空出世 引发芯片龙头Deep drop
峰岹科技：与三花强强联手 国内驱控芯片龙头进军机器人微电机领域
国盛证券 · 2025-01-24
峰岹科技：与三花强强联手 国内驱控芯片龙头进军机器人微电机领域
芯片龙头跳水！寒武纪盘中跌超9%，海光信息跌超6%
金融界 · 2025-01-16
芯片龙头跳水！寒武纪盘中跌超9%，海光信息跌超6%
被低估的定制芯片龙头，Marvell 有望上调收入目标，AI收入将突破25亿美元
美股研究社 · 2025-01-14
被低估的定制芯片龙头，Marvell 有望上调收入目标，AI收入将突破25亿美元
【芯片龙头逆势下跌，寒武纪跳水跌近5%】芯片龙头逆势下跌，寒武纪跳水跌近5%，海光信息跌超2%，中芯国际回吐高开2%涨幅。
金融界 · 2025-01-14
【芯片龙头逆势下跌，寒武纪跳水跌近5%】芯片龙头逆势下跌，寒武纪跳水跌近5%，海光信息跌超2%，中芯国际回吐高开2%涨幅。
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11:50","pubTimestamp":1775015445,"startTime":"0","endTime":"0","summary":"即便在伊朗冲突爆发后，该基金今年迄今仍上涨29%，而台湾基准股指同期涨幅为9.5%。Hsieh表示，该基金通过布局AI供应链中处于不同环节的企业，有效分散了风险。基金资料显示，其前十大重仓股中，有九家企业的市值低于250亿美元，涵盖先进封装与芯片测试、印刷线路板制造、电子布与铜箔、ABF封装基板等细分领域。Hsieh表示，基金一直在积极调整对这些公司的持仓。过去五年基准之下，该股票基金累计回报率达32%，跑赢高达94%的基金经理同行们。","market":"fut","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/1423808.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["AGIX","CHAT","AIPO","PCB","159665","BK4211","399401"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622850113","title":"2400亿算力芯片龙头沐曦股份，营收大增121%","url":"https://stock-news.laohu8.com/highlight/detail?id=2622850113","media":"21世纪经济报道","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622850113?lang=zh_cn&edition=full","pubTime":"2026-03-26 20:44","pubTimestamp":1774529040,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 3月26日晚间，算力芯片龙头沐曦股份交出上市后首份年报。 该年报显示，2025年，沐曦股份实现营业收入16.44亿元，同比增长121.26%；归属于上市公司股东的净利润亏损7.89亿元，上年同期亏损14.09亿元，亏损收窄43.97%。 鉴于截至2025年末母公司报表未分配利润为负，不满足现金分红条件，沐曦股份2025年度拟不进行现金分红，不送红股，不以资本公积金转增股本。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/marketresearch/2026-03-26/doc-inhsiqkt8899600.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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19:35","pubTimestamp":1774006500,"startTime":"0","endTime":"0","summary":"据数据，以当日收盘价为基准计算，短短一年时间内，该股累计涨幅超过7倍，市值从百亿出头飙升至958亿元，创上市以来新高。据悉，源杰科技主营光芯片的研发、设计、生产与销售，主要应用于电信市场、数据中心市场、车载激光雷达市场等领域。这标志着，光模块CPO技术已进入规模部署阶段。受此消息带动，近期A股CPO概念集体暴发，相关CPO个股迎来上涨行情。","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":"https://finance.sina.com.cn/stock/relnews/cn/2026-03-20/doc-inhrrvnu0710821.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0012","SGXZ49509284.SGD","LU1146622755.USD","IE00BMCWC346.EUR","LU0210526637.USD","LU0326950275.SGD","BK0215","LU1634259557.SGD","LU0650527681.SGD","LU0577902298.EUR","LU1820825898.SGD","LU1769817096.USD","LU1522347837.USD","LU0348816934.USD","LU2399975544.HKD","LU0577902611.USD","SG9999000459.SGD","LU1997245094.SGD","LU2008162690.USD","600519","LU0228659784.USD","LU0067412154.USD","LU0405327494.USD","LU0516423174.USD","LU0516422366.SGD","LU1303224171.USD","LU1226287875.USD","LU0320764599.SGD","LU1720050803.USD","LU0605514214.HKD","LU0072913022.USD","LU1226288170.HKD","LU1831875114.USD","LU2097828714.EUR","159665","LU1226288253.USD","LU2097828474.EUR","LU0594300179.USD","LU1152091168.USD","BK0175","BK0015","SG9999014674.SGD","LU1960683339.HKD","LU1997244956.HKD","LU2097828805.USD","LU0516422440.USD","SG9999001903.USD","LU1781817850.SGD","HK0000181112.HKD","LU1226287792.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2619150680","title":"A股化工掀涨停潮，720亿存储芯片龙头大涨8%，风电设备狂飙8连阳","url":"https://stock-news.laohu8.com/highlight/detail?id=2619150680","media":"21世纪经济报道","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619150680?lang=zh_cn&edition=full","pubTime":"2026-03-13 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