688008 澜起科技
交易中 04-28 14:47:23
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多家存储公司股价创新高，存储晶圆供给成为市场变量
第一财经 · 12:36
多家存储公司股价创新高，存储晶圆供给成为市场变量
澜起科技第一季营收14.6亿：同比增20% 净利8.5亿 市值2177亿
雷递网 · 09:18
澜起科技第一季营收14.6亿：同比增20% 净利8.5亿 市值2177亿
图解澜起科技一季报：第一季度单季净利润同比增长61.30%
证券之星 · 03:49
图解澜起科技一季报：第一季度单季净利润同比增长61.30%
澜起科技：第一季度净利润8.47亿元，同比增长61.30%
老虎资讯综合 · 04-27 19:11
澜起科技：第一季度净利润8.47亿元，同比增长61.30%
算力需求引爆，芯片股燃了！国产替代迎“翻身”？
格隆汇 · 04-27 14:58
算力需求引爆，芯片股燃了！国产替代迎“翻身”？
港股芯片股集体走强
每日经济新闻 · 04-27 10:55
港股芯片股集体走强
DeepSeek-V4模型提振产业链情绪 芯片股全线走高 澜起科技(06809)涨14.31%
金吾财讯 · 04-27 10:28
DeepSeek-V4模型提振产业链情绪 芯片股全线走高 澜起科技(06809)涨14.31%
港股异动 | 半导体股再度走高 费城半导体指数18连涨 DeepSeek V4点燃国产算力
智通财经 · 04-27 09:58
港股异动 | 半导体股再度走高 费城半导体指数18连涨 DeepSeek V4点燃国产算力
每周股票复盘：澜起科技（688008）现折价21.09%大宗交易
证券之星 · 04-26 01:11
每周股票复盘：澜起科技（688008）现折价21.09%大宗交易
澜起科技：2025年净利润同比增长58.4%
南方财经网 · 04-24
澜起科技：2025年净利润同比增长58.4%
AH溢价“倒挂”四问 硬科技凭什么更贵
21世纪经济报道 · 04-24
AH溢价“倒挂”四问 硬科技凭什么更贵
存储概念股走强 澜起科技(06809)涨5.35% 机构指存储器需求在各领域全面激增
金吾财讯 · 04-23
存储概念股走强 澜起科技(06809)涨5.35% 机构指存储器需求在各领域全面激增
港股概念追踪|AI算力需求持续爆发 芯片行业或掀起新一轮涨价潮（附概念股）
智通财经 · 04-23
港股概念追踪|AI算力需求持续爆发 芯片行业或掀起新一轮涨价潮（附概念股）
澜起科技(06809)涨逾7% 机构指DDR5渗透及AI趋势有望推动公司业绩稳定增长
金吾财讯 · 04-22
澜起科技(06809)涨逾7% 机构指DDR5渗透及AI趋势有望推动公司业绩稳定增长
芯片股整体走强 爱芯元智(00600)涨8.49% 机构指光芯片产业链进入长效上行周期
金吾财讯 · 04-22
芯片股整体走强 爱芯元智(00600)涨8.49% 机构指光芯片产业链进入长效上行周期
谢治宇一季度最新持仓披露！加码化工与储能
智通财经 · 04-21
谢治宇一季度最新持仓披露！加码化工与储能
4月21日澜起科技现1笔折价21.09%的大宗交易 合计成交2500万元
证券之星 · 04-21
4月21日澜起科技现1笔折价21.09%的大宗交易 合计成交2500万元
存储概念股盘中强势 兆易创新(03986)涨2.60% 机构指PCB及存储均处景气扩张期
金吾财讯 · 04-21
存储概念股盘中强势 兆易创新(03986)涨2.60% 机构指PCB及存储均处景气扩张期
Alisoft China Holding Limited减持澜起科技(06809)24.98万股 每股作价213.3905港元
智通财经 · 04-17
Alisoft China Holding Limited减持澜起科技(06809)24.98万股 每股作价213.3905港元
存储概念股集体走强 澜起科技(06809)涨7.91%、兆易创新(03986)涨4.22%
金吾财讯 · 04-16
存储概念股集体走强 澜起科技(06809)涨7.91%、兆易创新(03986)涨4.22%
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公司概况
公司名称：
澜起科技股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2019-07-22
主营业务：
澜起科技股份有限公司的主营业务是为云计算及AI基础设施提供创新、可靠及高能效的互连解决方案。公司的主要产品是互连类芯片。报告期内公司荣获“2025年福布斯中国创新力企业50强”,“《财富》中国科技50强”。我们首度入选上证50指数成分股，资本市场关注度显著提升。
发行价格：
24.80
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12:36","pubTimestamp":1777350972,"startTime":"0","endTime":"0","summary":"A股多只存储个股披露了第一季度财报。4月27日晚，江波龙（301308.SZ）、澜起科技（688008.SH）披露的一季报都显示，该季度业绩同比明显改善。第一季度，江波龙营收99.09亿元，同比增长1.33倍，净利润38.62亿元，相比去年同期亏损1.52亿元有明显改善。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604283721971288.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/202604283721971288.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_eastmoney","symbols":["CHAT","LU0054578231.USD","LU0889565833.HKD","LU1997245094.SGD","688008","BK0214","BK4566","BK4512","BK4170","LU2039709279.SGD","BK4585","LU2458330243.SGD","BK4588","LU0082616367.USD","LU0359202008.SGD","MU","BK4533","LU2289578879.USD","BK4579","IE0002270589.USD","LU1023057109.AUD","LU0109392836.USD","LU0792757196.USD","LU2931357623.SGD","IE00B7SZLL34.SGD","LU0157215616.USD","LU0081259029.USD","LU0056508442.USD","LU0359201612.USD","LU1997245177.USD","LU1267930813.SGD","LU0642271901.SGD","LU0889566641.SGD","LU2048586759.USD","IE00B5949003.HKD","BK4553","688525","LU2360106780.USD","BK4141","IE00B894F039.SGD","IE00B19Z9P08.USD","LU1813983027.USD","BK4605","LU0154236417.USD","LU1670627923.USD","LU2476274308.USD","LU2476274720.SGD","LU0719512351.SGD","LU1303224171.USD","LU1852331112.SGD","03986","IE00B19Z9Z06.USD","LU0203345920.USD","06809","BK1163","GB00BDT5M118.USD","001309","BK0250","BK4575","LU0456842615.SGD","LU0203347892.USD","LU1770034418.SGD","IE0009356076.USD","SNXX","BK4527","LU1251922891.USD","IE00B19Z3581.USD","LU2250418816.HKD","LU0314109678.HKD","LU2089985449.USD","BK4543","LU1366333091.USD","MULL","LU1719994722.HKD","LU0963586101.USD","LU1803068979.SGD","LU0274383776.USD","LU1323610961.USD","LU2286300806.USD","MUD","LU2543165471.USD","LU1316542783.SGD","LU0127658192.USD","300475","LU2211815571.USD","LU0359201885.HKD","MUU","LU2495084118.USD","LU2458330169.SGD","BK4554","LU2778985437.USD","LU1328277881.USD","LU1997244956.HKD","301308","IE00B19Z3B42.SGD","BK4532","LU2054465674.USD","LU1670628061.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630342242","title":"澜起科技第一季营收14.6亿：同比增20% 净利8.5亿 市值2177亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2630342242","media":"雷递网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630342242?lang=zh_cn&edition=full","pubTime":"2026-04-28 09:18","pubTimestamp":1777339128,"startTime":"0","endTime":"0","summary":"澜起科技股份有限公司（证券代码：688008证券简称：澜起科技）日前发布截至2026年第一季度的财报。财报显示，澜起科技2026年第一季度的营收为14.6亿元，较上年同期的12.22亿元增长19.51%。","market":"us","thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20260428/6391296472261046539389251.jpeg","type":0,"news_type":0,"thumbnails":["https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20260428/6391296472261046539389251.jpeg"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.leinews.com/n33451/detail.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":"leinews_highlight","symbols":["91210","688008","06809"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630312936","title":"图解澜起科技一季报：第一季度单季净利润同比增长61.30%","url":"https://stock-news.laohu8.com/highlight/detail?id=2630312936","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630312936?lang=zh_cn&edition=full","pubTime":"2026-04-28 03:49","pubTimestamp":1777319359,"startTime":"0","endTime":"0","summary":"证券之星消息，澜起科技2026年一季报显示，一季度公司主营收入14.61亿元，同比上升19.51%；归母净利润8.47亿元，同比上升61.3%；扣非净利润6.04亿元，同比上升20.14%；负债率4.17%，投资收益1109.28万元，财务费用2496.63万元，毛利率69.79%。财报数据概要请见下图:以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042800010859.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":["91210","688008","06809"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1190568570","title":"澜起科技：第一季度净利润8.47亿元，同比增长61.30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190568570","media":"老虎资讯综合","labels":["dataReport"],"top":1,"itemType":null,"share":"https://www.laohu8.com/m/news/1190568570?lang=zh_cn&edition=full","pubTime":"2026-04-27 19:11","pubTimestamp":1777288273,"startTime":"0","endTime":"0","summary":"4月27日，$澜起科技(06809)$公告，2026年第一季度营业收入14.61亿元，同比增长19.51%；净利润8.47亿元，同比增长61.30%。本季度公司实现归属于上市公司股东的净利润8.47亿元，较上年同期增长61.3%。公司营业收入实现增长，主要是受益于AI产业趋势，行业需求旺盛。","market":"hk","thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"324431b18d184842b2237adf08e51534","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"澜起科技：第一季度净利润8.47亿元，同比增长61.30%","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0456842615.SGD","LU1997245177.USD","LU1303224171.USD","LU2495084118.USD","LU1770034418.SGD","06809","LU1251922891.USD","LU1997245094.SGD","LU2476274308.USD","LU2778985437.USD","LU2039709279.SGD","LU2476274720.SGD","BK1163","LU2289578879.USD","LU1719994722.HKD","LU1997244956.HKD","BK0214","688008"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630350769","title":"算力需求引爆，芯片股燃了！国产替代迎“翻身”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2630350769","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630350769?lang=zh_cn&edition=full","pubTime":"2026-04-27 14:58","pubTimestamp":1777273131,"startTime":"0","endTime":"0","summary":"市场资金重新聚焦AI科技","market":"us","thumbnail":"https://img3.gelonghui.com/6d0ae-6edefb59-f92d-4141-acf8-8eff7a35ee4d.jpg?guru_height=717&guru_width=1280&guru_size=105329","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/6d0ae-6edefb59-f92d-4141-acf8-8eff7a35ee4d.jpg?guru_height=717&guru_width=1280&guru_size=105329"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4561132","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":"gelonghui_highlight","symbols":["BK4585","002916","688012","688981","BK4535","000010","688347","09888","00981","688008","BK4588","06809","BIDU","01347"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630356322","title":"港股芯片股集体走强","url":"https://stock-news.laohu8.com/highlight/detail?id=2630356322","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630356322?lang=zh_cn&edition=full","pubTime":"2026-04-27 10:55","pubTimestamp":1777258524,"startTime":"0","endTime":"0","summary":"4月27日，芯片股集体走强，截至发稿，澜起科技(06809.HK)涨14.4%，报260.6港元；中芯国际(00981.HK)涨4.95%，报25.44港元；华虹半导体(01347.HK)涨4.44%，报112.9港元；兆易创新(03986.HK)涨3.87%，报466.8港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604273719866720.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/202604273719866720.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":["BK4535","06809","BK4585","03986","603986","688008","BK4588","688981","688347","00981","01347"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630558883","title":"DeepSeek-V4模型提振产业链情绪 芯片股全线走高 澜起科技(06809)涨14.31%","url":"https://stock-news.laohu8.com/highlight/detail?id=2630558883","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630558883?lang=zh_cn&edition=full","pubTime":"2026-04-27 10:28","pubTimestamp":1777256925,"startTime":"0","endTime":"0","summary":"DeepSeek开源V4预览版，推出Pro与Flash双版本，最大上下文扩展至100万Token，百万Token场景下推理成本较V3.2大幅下降。中信证券表示，在DeepSeek模型发布当天，国产芯片纷纷宣布day0适配，该机构认为国产模型的发展将进一步助推国产算力发展，国产算力与模型继续相向而行。3）V4提高了国产算力商业化天花板。华泰证券研报称，4月24日DeepSeek发布V4系列模型及论文，核心变化是围绕1Mtoken上下文的低成本实用化，对模型架构、训练流程与基础设施进行系统性升级。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/NTQxOTRlZTU5ZGZkZjc4MmEzMTdjMTVhMTM1NjYxOTg3NzU=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NTQxOTRlZTU5ZGZkZjc4MmEzMTdjMTVhMTM1NjYxOTg3NzU=.jpg"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1979971","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":["LU0052750758.USD","LU2279858448.HKD","LU2039709279.SGD","LU1171460220.USD","LU1997244956.HKD","LU1997245177.USD","00600","BK1149","LU0359201612.USD","00501","BK1162","688347","BK1589","LU0708995583.HKD","LU1997245094.SGD","LU1719994722.HKD","BK4588","603986","LU1770034418.SGD","BK1163","LU2476274720.SGD","LU1251922891.USD","LU0359202008.SGD","LU2495084118.USD","BK1506","LU1328277881.USD","00981","LU0314109678.HKD","06809","LU0456842615.SGD","LU2778985437.USD","00763","03986","LU2289578879.USD","688008","000063","02878","603501","BK1607","BK1216","688385","LU1303224171.USD","LU1023057109.AUD","01347","SFDMY","SG9999006597.SGD","BK4535","688981","BK4585","BK1529","BK0214","01385","BK1526","LU1813983027.USD","02577","LU0359201885.HKD","LU2476274308.USD","BK1610","BK1614","IE0034224299.USD","LU0320764599.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630536943","title":"港股异动 | 半导体股再度走高 费城半导体指数18连涨 DeepSeek V4点燃国产算力","url":"https://stock-news.laohu8.com/highlight/detail?id=2630536943","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630536943?lang=zh_cn&edition=full","pubTime":"2026-04-27 09:58","pubTimestamp":1777255092,"startTime":"0","endTime":"0","summary":"上周五费城半导体指数大涨超4%，连续18个交易日录得上涨。英特尔预计，第二季度营收在138亿美元至148亿美元之间，亦高于市场预期的130.3亿美元。受财报刺激，英特尔单日股价暴涨超23%，创下历史新高。发布当日即实现寒武纪、华为升腾两大国产芯片的Day 0适配，彰显了国产大模型与国产算力的深度协同能力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1434184.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":["BK1163","BK1607","00981","688008","BK4535","688981","BK1610","BK4585","06809","00501","BK4588","INTC","BK1526","603501","BK1614","04335","SOX","02878"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630809606","title":"每周股票复盘：澜起科技（688008）现折价21.09%大宗交易","url":"https://stock-news.laohu8.com/highlight/detail?id=2630809606","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630809606?lang=zh_cn&edition=full","pubTime":"2026-04-26 01:11","pubTimestamp":1777137069,"startTime":"0","endTime":"0","summary":"截至2026年4月24日收盘，澜起科技报收于163.5元，较上周的150.78元上涨8.44%。本周，澜起科技4月24日盘中最高价报172.0元。4月21日盘中最低价报149.66元。澜起科技当前最新总市值1998.3亿元，在半导体板块市值排名10/173，在两市A股市值排名76/5200。","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":"https://stock.stockstar.com/RB2026042600000388.shtml","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":"stockstar","symbols":["LU1251922891.USD","LU0456842615.SGD","LU1719994722.HKD","LU1303224171.USD","BK0214","LU1770034418.SGD","91210","LU2476274720.SGD","LU2778985437.USD","LU1997244956.HKD","688008","LU1997245094.SGD","BK1163","LU2476274308.USD","06809","LU2289578879.USD","LU2039709279.SGD","LU1997245177.USD","LU2495084118.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629782553","title":"澜起科技：2025年净利润同比增长58.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2629782553","media":"南方财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629782553?lang=zh_cn&edition=full","pubTime":"2026-04-24 23:00","pubTimestamp":1777042800,"startTime":"0","endTime":"0","summary":"南财智讯4月24日电，澜起科技（06809.HK）公告，截至2025年12月31日止年度，公司营业收入为54.56亿元人民币，同比增长49.9%；年内归属于母公司股东的净利润为22.36亿元人民币，同比增长58.4%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604243718583898.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_eastmoney","symbols":["06809","91210","688008"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629864767","title":"AH溢价“倒挂”四问 硬科技凭什么更贵","url":"https://stock-news.laohu8.com/highlight/detail?id=2629864767","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629864767?lang=zh_cn&edition=full","pubTime":"2026-04-24 07:44","pubTimestamp":1776987865,"startTime":"0","endTime":"0","summary":"【AH溢价“倒挂”四问 硬科技凭什么更贵】圈子里广泛流传一个段子：在股东大会上，有人问宁德时代老板曾毓群“怎么看待H股比A股贵50%？”曾老板回答：“我们专门成立了团队去研究，甚至问了官方，得出两个结论：一是港股资金多经验久，A股没见过巨无霸，就像小庙没见过大猪头；二是某市场投资群体的投资偏好，不太愿意长期持股。”","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"eastmoney_highlight","url":"http://stock.eastmoney.com/news/11791,202604243716961797.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/news/11791,202604243716961797.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":"eastmoney_highlight","symbols":["LU0106252389.USD","LU0210526637.USD","LU2449936058.SGD","06809","LU0181495838.USD","LU0254981946.USD","LU1861219969.SGD","LU0516423091.SGD","LU1770034418.SGD","LU2023250504.SGD","LU2298064838.USD","IE00BZ199S13.USD","LU1808992512.USD","LU2298321311.HKD","LU3063872942.SGD","LU1255011170.USD","LU0188438112.USD","LU0192582467.USD","LU2298322129.HKD","LU1820825898.SGD","LU0048580855.USD","LU2125910849.SGD","IE00B5MMRT66.SGD","LU1152091168.USD","IE00BD6J9T35.USD","LU0405327148.USD","LU1807302812.USD","LU1064130708.USD","LU0502904849.HKD","LU2477742899.HKD","LU2580892862.HKD","LU0047713382.USD","LU1655091616.SGD","HK0000181112.HKD","LU2357125470.USD","LU2506952410.USD","LU2348773727.SGD","LU2249611893.SGD","IE00B543WZ88.USD","03750","LU0449509016.USD","LU0326948709.USD","SG9999000459.SGD","IE0003851619.USD","LU0509642566.USD","IE00BPRC5H50.USD","LU1008478684.HKD","LU0149534421.HKD","LU0572944931.SGD","LU1880383366.USD","LU0072462343.USD","LU1997245177.USD","LU2153592121.USD","LU0165289439.USD","LU0672654166.SGD","SG9999001846.SGD","LU0054450605.USD","LU0348805143.USD","IE00B8L5B284.USD","LU0164872284.USD","LU0871576103.HKD","06030","LU1048596156.SGD","LU1831875114.USD","LU1868837565.USD","LU0456827905.SGD","06869","LU2289578879.USD","SG9999001689.USD","LU0828237510.HKD","LU0823426308.USD","LU0724618433.USD","LU2360108059.USD","LU0821914370.USD","LU2148510915.USD","LU0140636845.USD","LU0880133367.SGD","LU2238339852.HKD","LU2506952337.HKD","LU1794554557.SGD","LU2495084118.USD","LU2294711473.HKD","LU0370786039.SGD","BK4519","300750","LU2360107325.USD","IE0032431581.USD","LU1974910355.USD","LU2092937221.SGD","EVS.SI","LU2041044095.USD","LU0124384867.USD","LU0314109678.HKD","LU0128522157.USD","BK0224","LU1934453819.USD","LU1102505762.USD","LU0228659784.USD","LU0269904917.USD","LU1251922891.USD","LU2125910500.SGD","LU0244354667.USD","LU0650527681.SGD","LU0463099449.HKD","LU0328353924.USD","LU1769817096.USD","LU0651947912.USD","LU2039709279.SGD","IE00B3M56506.USD","LU0828238088.HKD","688008","LU1781817850.SGD","LU0039217434.USD","LU0132412106.USD","LU0043850808.USD","LU0405327494.USD","LU1960683339.HKD","LU1979443071.USD","LU1048588211.SGD","LU2242644610.SGD","LU1939255532.USD","LU0251143458.SGD","LU0823437842.USD","LU1515016050.SGD","LU2294711713.HKD","LU2580892789.USD","LU1039395188.USD","LU1720050803.USD","601869","LU0048575426.USD","LU2097828557.USD","LU2476274308.USD","BK4588","LU0106959298.USD","LU0107464264.USD","LU2348774022.SGD","LU1051769294.HKD","LU0449515922.USD","LU0072913022.USD","LU0143863198.USD","603986","LU0259732245.USD","LU0048388663.USD","LU0455707207.USD","LU1880383440.USD","LU2097828805.USD","IE0003795394.USD","LU1242518931.SGD","LU1861214812.USD","HK0000181138.USD","LU0231483743.USD","LU1188198961.HKD","LU0164865239.USD","03986","LU0516422952.EUR","LU0593848301.USD","SGXZ81163826.USD","LU2506951792.HKD","LU0359201612.USD","LU0235996351.USD","IE00B8HQ1Z84.USD","LU0543330483.HKD","LU0320764755.SGD","LU2275660780.HKD","BK1116","LU1242518857.USD","LU0049853897.USD","LU1961090484.USD","BK4585","LU0651946864.USD","BK4526","LU1152091754.HKD","SG9999002828.SGD","LU1328277881.USD","LU0828237940.HKD","LU1969619763.USD","LU2152927971.USD","LU0359201885.HKD","LU0516423174.USD","LU1813983027.USD","LU1023057109.AUD","LU0051755006.USD","LU1997244956.HKD","LU0143863784.USD","LU0607220059.USD","LU0501845795.SGD","LU0594300179.USD","LU2476274720.SGD","LU0531971595.HKD","LU2097828714.EUR","SG9999003461.SGD","LU1051768304.USD","LU1993786604.SGD","LU0611395673.USD","LU0605514214.HKD","LU0505663152.USD","LU0469268626.HKD","LU2045819591.USD","LU0359202008.SGD","LU1978683503.SGD","LU2328871848.SGD","BK4141","LU2399975544.HKD","IE00B29SXG58.USD","LU0516422440.USD","LU0516422366.SGD","LU0312595415.SGD","LU0823426480.USD","SG9999001903.USD","LU0011963245.USD","LU1721428347.USD","BK1163","LU0823414551.USD","LU1719994722.HKD","LU0106259558.USD","LU2097828474.EUR","LU2394011477.USD","600030","LU0979878070.USD","LU1917777945.USD","LU2506952253.HKD","SG9999002463.SGD","LU0029875118.USD","LU0302445910.USD","LU2424517915.HKD","LU0823414478.USD","LU0261950470.USD","LU1303224171.USD","LU1769817179.HKD","SG9999000327.SGD","LU0067412154.USD","LU1064131003.USD","LU2778985437.USD","LU03269502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澜起科技(06809)涨5.35% 机构指存储器需求在各领域全面激增","url":"https://stock-news.laohu8.com/highlight/detail?id=2629070997","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629070997?lang=zh_cn&edition=full","pubTime":"2026-04-23 09:42","pubTimestamp":1776908554,"startTime":"0","endTime":"0","summary":"金吾财讯 | 存储概念股走强，澜起科技(06809)涨5.35%，兆易创新(03986)涨5.11%。Counterpoint表示：随着存储器需求在各领域全面激增，通用DRAM正以高价格创造利润，这一趋势预计将持续至2027年——届时供应规模将显著提升。在HBM4领域，三星凭借1cnm核心芯片和4nm基础芯片的组合巩固了其领先地位；而在即将推出的HBM4e中，其相对竞争对手也占有优势地位。中山证券表示，下游手机销售量增速放缓，未来手机产业链上的消费电子和半导体器件公司业绩超预期的可能性降低。受AI相关需求拉动，存储芯片和生产存储芯片相关的设备和材料需求较好。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1979720","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":null,"symbols":["LU0359201612.USD","LU0359202008.SGD","LU1328277881.USD","BK1163","LU1997244956.HKD","688008","03986","LU0456842615.SGD","LU0359201885.HKD","LU1997245094.SGD","LU2778985437.USD","LU2289578879.USD","LU2495084118.USD","LU2476274720.SGD","LU2476274308.USD","LU1997245177.USD","LU1023057109.AUD","LU1251922891.USD","06809","LU1303224171.USD","BK0214","LU0314109678.HKD","LU1770034418.SGD","LU1813983027.USD","LU2039709279.SGD","LU1719994722.HKD","91210"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629743180","title":"港股概念追踪|AI算力需求持续爆发 芯片行业或掀起新一轮涨价潮（附概念股）","url":"https://stock-news.laohu8.com/highlight/detail?id=2629743180","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629743180?lang=zh_cn&edition=full","pubTime":"2026-04-23 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机构指DDR5渗透及AI趋势有望推动公司业绩稳定增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2629092599","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629092599?lang=zh_cn&edition=full","pubTime":"2026-04-22 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