688008 澜起科技
已收盘 05-19 15:00:00
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港股概念追踪|长江存储启动IPO辅导 机构看好存储产业链投资机遇（附概念股）
智通财经 · 25分钟前
港股概念追踪|长江存储启动IPO辅导 机构看好存储产业链投资机遇（附概念股）
摩根大通增持澜起科技(06809)2.42万股 每股作价约496.74港元
智通财经网 · 05-19 19:46
摩根大通增持澜起科技(06809)2.42万股 每股作价约496.74港元
港股异动 | 存储概念下跌，南方两倍做多海力士跌超12%，澜起科技跌超8%
老虎资讯综合 · 05-19 10:09
港股异动 | 存储概念下跌，南方两倍做多海力士跌超12%，澜起科技跌超8%
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
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
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
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
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
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
3000亿巨头狂奔！澜起科技涨超18%，全球存储市场正经历一场前所未有的超级周期
每日经济新闻 · 05-11
3000亿巨头狂奔！澜起科技涨超18%，全球存储市场正经历一场前所未有的超级周期
沪指突破4200点刷逾10年新高，存储芯片、AI算力、商业航天概念股走强
红星资本局 · 05-11
沪指突破4200点刷逾10年新高，存储芯片、AI算力、商业航天概念股走强
存储风暴席卷全球，海外六巨头飙升，澜起科技逼近20CM涨停！华宝基金科创芯片ETF（589190）再创历史新高！
新浪基金 · 05-11
存储风暴席卷全球，海外六巨头飙升，澜起科技逼近20CM涨停！华宝基金科创芯片ETF（589190）再创历史新高！
芯片股走强 机构指AI未现典型泡沫 行情分化静待业绩验证
金吾财讯 · 05-11
芯片股走强 机构指AI未现典型泡沫 行情分化静待业绩验证
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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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15:56","pubTimestamp":1779091001,"startTime":"0","endTime":"0","summary":"从接待机构数量来看，澜起科技以一周接待181家机构的成绩位居榜首，成为上周最受关注的公司。英科医疗吸引了138家机构参与电话会议，位列上周第三。东威科技接待了130家机构参与现场调研，位列上周第四。目前公司新签PCB电镀设备订单金额和订单数量均大幅增长，在手订单充足。2026年第一季度公司合同负债同比增长100%。","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/SS2026051800019590.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":["688008","LU2476274308.USD","LU2495084118.USD","LU1997244956.HKD","LU2476274720.SGD","LU2778985437.USD","LU2039709279.SGD","LU1770034418.SGD","LU1997245094.SGD","91210","LU0456842615.SGD","LU1303224171.USD","LU1997245177.USD","LU1251922891.USD","BK1163","LU1719994722.HKD","BK0214","LU2289578879.USD","06809"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636047867","title":"公募上周集中调研电子行业 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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":["LU2476274720.SGD","LU2039709279.SGD","LU1934453819.USD","BK1163","LU0469268626.HKD","LU2778985437.USD","LU2476274308.USD","BK0197","LU1997244956.HKD","LU2495084118.USD","LU1251922891.USD","LU1303224171.USD","BK0214","LU1770034418.SGD","06809","LU1997245177.USD","91210","300476","BK1170","LU1719994722.HKD","LU1997245094.SGD","LU0456842615.SGD","LU1979443071.USD","SGXZ49509284.SGD","LU2289578879.USD","LU1808992512.USD","688008","02476","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636309143","title":"机构最新调研路线图出炉 澜起科技最受关注","url":"https://stock-news.laohu8.com/highlight/detail?id=2636309143","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636309143?lang=zh_cn&edition=full","pubTime":"2026-05-17 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":"hk","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":["LU0456842615.SGD","LU2289578879.USD","LU2778985437.USD","LU1303224171.USD","LU1997245094.SGD","LU1997244956.HKD","LU2495084118.USD","BK1163","LU1770034418.SGD","LU2476274720.SGD","BK0214","LU2039709279.SGD","LU2476274308.USD","688008","LU1719994722.HKD","LU1251922891.USD","06809","LU1997245177.USD","91210"],"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":["LU0516422440.USD","LU0084288322.USD","07200","LU0531970944.HKD","LU0348825331.USD","LU0244354667.USD","LU0210526637.USD","BK1517","LU0348805143.USD","LU1880383440.USD","LU0320764599.SGD","LU1211504680.USD","IE00B5MMRT66.SGD","LU0572939691.SGD","LU0791591158.USD","89988","LU0588546209.SGD","LU0348783662.USD","LU0648948544.HKD","LU1568876251.USD","LU0163747925.USD","LU1810669033.SGD","LU0831103253.SGD","LU0823397285.USD","LU0072462343.USD","LU0561508036.HKD","LU1769817179.HKD","LU1048588211.SGD","LU1242518857.USD","LU1303224171.USD","BABA","LU2778985437.USD","LU0979878070.USD","LU1880398554.USD","BK1575","LU1981816686.USD","SGXZ90724238.SGD","LU1655091459.SGD","SG9999001051.SGD","IE0032431581.USD","LU0708995153.HKD","LU0607220059.USD","LU0254981946.USD","02473","LU1439103000.SGD","LU1720051108.HKD","LU1794554557.SGD","LU1048484197.HKD","LU0128522157.USD","HSCEI","BK4588","SG9999001689.USD","LU0543330566.HKD","LU0048597586.USD","LU0164865239.USD","IE00BPRC5H50.USD","LU2097828714.EUR","LU2293587155.HKD","601869","LU0348788117.USD","03115","LU0831093199.SGD","TCEHY","XIACY","LU0149721374.USD","BK1501","LU0593848301.USD","LU0029874905.USD","LU0477156797.USD","LU0868486357.SGD","LU0320764755.SGD","LU1196710864.SGD","LU0039217434.USD","LU0431992006.USD","IE00B543WZ88.USD","LU1201861165.SGD","LU1328615791.USD","LU0106252389.USD","LU1044874839.SGD","LU1813983027.USD","LU1481107354.HKD","LU0196878994.USD","LU0315179316.USD","83115","LU0823041008.USD","LU0871576103.HKD","LU2097828631.EUR","00981","LU1282651121.HKD","LU0856984785.SGD","LU1282649067.USD","LU0261947096.USD","LU0456846285.SGD","09988","LU0128522744.USD","LU0011963245.USD","LU0327786744.USD","LU0049853897.USD","LU0589944569.HKD","LU1808992512.USD","LU0329678170.USD","LU0823426308.USD","LU1282649810.SGD","IE00BZ08YR35.GBP","LU0675040207.SGD","BK1610","LU0543330483.HKD","LU1688375341.USD","LU1831875114.USD","LU2357305700.SGD","SG9999001093.SGD","BK1615","LU0396098781.USD","SG9999006597.SGD","LU0577902611.USD","LU0348827113.USD","SG9999000327.SGD","LU0329678337.USD","BK1608","LU0117841782.USD","LU0320764243.SGD","LU1956131251.USD","LU0502904849.HKD","LU0898667661.SGD","SG9999002463.SGD","SGXZ62798434.SGD","LU2125910849.SGD","LU2449936058.SGD","LU0605514214.HKD","BK4550","IE00BMPRXN33.USD","LU0650527681.SGD","LU0210527791.USD","06809","LU0043850808.USD","LU2125910500.SGD","688008","LU0359201885.HKD","LU1720050803.USD","LU0345775950.USD","LU0130518102.USD","LU1051768304.USD","LU0588545904.SGD","IE00B3M56506.USD","LU0823426480.USD","LU0051755006.USD","LU0314109678.HKD","LU0488056044.USD","SG9999004220.SGD","LU0328353924.USD","LU0054237671.USD","LU0594300179.USD","LU0181495838.USD","LU0608807433.USD","BK1591","HSI","LU0449515922.USD","LU2152927971.USD","688347","LU0886674414.USD","SG9999001226.SGD","ALBmain","LU0572940350.SGD","IE00BZ08YT58.USD","LU0608807946.USD","LU0456827905.SGD","SG9999002562.SGD","LU1328277881.USD","LU0541501648.USD","LU0441854154.USD","LU1568876335.HKD","LU1366334651.USD","LU0143863784.USD","LU1880383366.USD","LU0516422366.SGD","LU0417516571.SGD","LU0127658192.USD","LU0865486749.SGD","LU0463099449.HKD","LU1282649141.HKD","LU0762541174.USD","LU1868837565.USD","LU1880398471.USD","LU2476274308.USD","BK1618","LU0307460666.USD","07300","LU1770036033.HKD","03419","LU0634319403.HKD","LU0417516738.SGD","LU2294711473.HKD","HK0000320264.USD","LU0516423091.SGD","LU0862451753.SGD","BK1249","HK0000107257.USD","LU2242644610.SGD","LU0214875030.USD","LU0642271901.SGD","01347","LU0197773160.USD","IE0008368304.USD","LU2045819591.USD","02828","HK0000320223.HKD","BK1502","LU1993786604.SGD","LU0235996351.USD","09115","LU0577902454.USD","LU0540923850.HKD","LU0819123356.HKD","01810","SG9999000459.SGD","LU0651946864.USD","LU0823413660.USD","LU1807302812.USD","LU2039709279.SGD","LU2257852520.SGD","LU0672654166.SGD","IE00BMPRXR70.SGD","LU0588545490.SGD","LU0651947912.USD","IE00B0JY6N72.USD","LU0577902371.SGD","LU0890818403.SGD","LU0287142896.SGD","LU1961090484.USD","LU1769817096.USD","LU1960683339.HKD","LU0165289439.USD","BK1584","82800","LU0516423174.USD","LU2488822045.USD","IE0034224299.USD","LU0048580855.USD","LU0449509016.USD","LU0823038988.USD","HBBD.SI","LU1868838027.USD","BK1526","LU0762542818.HKD","LU0293314216.USD","LU0169518387.USD","LU0229945570.USD","LU0823039010.USD","LU0106959298.USD","LU0577902538.SGD","LU0047713382.USD","LU0348784397.USD","LU0499858438.USD","BK1588","LU0823040885.USD","06869","LU1044876610.USD","LU0791590937.USD","LU0384037296.USD","BK1163","L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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":"sg","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":["LU1997245177.USD","LU2039709279.SGD","LU1719994722.HKD","LU2476274308.USD","BK1163","688008","BK4588","LU1770034418.SGD","BK0214","LU2476274720.SGD","LU1997244956.HKD","LU2778985437.USD","BK4535","LU1303224171.USD","LU0456842615.SGD","BK1587","06809","LU1997245094.SGD","BK1169","LU2289578879.USD","LU1251922891.USD","BK4585","LU2495084118.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635781149","title":"大摩减持澜起科技(06809)24.8684万股 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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":"sh","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":["BK4581","LU1244550221.USD","LU0225283273.USD","LU1244550494.USD","BK4127","EWH","91210","LU1244550577.SGD","LU0456842615.SGD","06809","BK4516","LU1989772840.SGD","LU0528227936.USD","LU0795875086.SGD","BK4585","LU0158827948.USD","LU0234570918.USD","LU1732800096.USD","LU2476274308.USD","LU2023251221.USD","LU1732799900.SGD","LU2778985437.USD","LU1720051017.SGD","LU0971096721.USD","LU1719994722.HKD","LU0912757837.SGD","LU2495084118.USD","LU0106261372.USD","LU0314104364.USD","LU1162221912.USD","LU0390134368.USD","LU0006306889.USD","LU1989772923.USD","LU2089283258.USD","LU1251922891.USD","LU0098860793.USD","LU1668664300.SGD","LU2271345857.HKD","LU1997244956.HKD","LU1363072403.SGD","688008","BK4534","LU0158827781.USD","LU2133065610.SGD","BK4504","LU1997245177.USD","LU2089284900.SGD","LU0106831901.USD","LU2289578879.USD","LU1791710582.SGD"],"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 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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":"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://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":["300935","688008","TSM","688766","BK4585","603738","002491","300604","CHAT","600584","BK4535","300302","300308","605006","VGT","002552","06809","301308","BK4588","688146"],"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 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