688008 澜起科技
已收盘 05-18 15:00:00
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超1300家公司获机构调研，澜起科技最受关注
证券之星 · 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 · 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
港股存储概念股延续强势！南方两倍做多海力士、澜起科技涨近15%
老虎资讯综合 · 05-11
港股存储概念股延续强势！南方两倍做多海力士、澜起科技涨近15%
港股异动 | 存储概念集体高开 AI驱动存储景气度持续上行 全球存储巨头再创新高
智通财经 · 05-11
港股异动 | 存储概念集体高开 AI驱动存储景气度持续上行 全球存储巨头再创新高
里昂：澜起科技维持“高度确信跑赢大市”评级 目标价447.2港元
新浪港股 · 05-11
里昂：澜起科技维持“高度确信跑赢大市”评级 目标价447.2港元
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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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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 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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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16:28","pubTimestamp":1778833720,"startTime":"0","endTime":"0","summary":"证券之星消息，5月15日澜起科技跌6.45%，收盘报247.98元，换手率9.99%，成交量114.53万手，成交额291.65亿元。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14家机构给出评级，买入评级10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":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051500029082.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","06809","LU1303224171.USD","LU1770034418.SGD","LU1997244956.HKD","LU1251922891.USD","588000","LU2039709279.SGD","BK1163","LU1719994722.HKD","LU2289578879.USD","91210","LU2495084118.USD","BK0214","LU1997245177.USD","LU2476274720.SGD","LU1997245094.SGD","LU2778985437.USD","LU2476274308.USD","LU0456842615.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635076577","title":"芯片股走高 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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":"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":"2635781149","title":"大摩减持澜起科技(06809)24.8684万股 每股作价320.3252港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635781149","media":"智通财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635781149?lang=zh_cn&edition=full","pubTime":"2026-05-13 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 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09:25","pubTimestamp":1778549119,"startTime":"0","endTime":"0","summary":"导读：①科技板块成赚钱主线，半导体芯片全线走强，存储、算力芯片高景气延续至2027年，产业链量价齐升；②半导体设备、材料、先进封装同步爆发，行业高景气扩张，国产替代空间广阔；③算力硬件持续走强，资金风格切换，从大盘权重向板块中小市值标的扩散。 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":"sh","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":["91210","06809","161027","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 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全“芯”布局芯片产业的科创芯片ETF华宝高开高走，场内价格现涨超6%，再创上市以来的历史新高。","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://finance.sina.com.cn/money/fund/jjh/2026-05-11/doc-inhxnwmq2393843.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":"sina","symbols":["LU1997245094.SGD","91210","LU2289578879.USD","BK1163","LU1303224171.USD","589190","588200","LU2778985437.USD","LU2476274720.SGD","LU1997245177.USD","LU1719994722.HKD","06809","LU0456842615.SGD","LU2495084118.USD","688008","LU2039709279.SGD","LU1997244956.HKD","LU1770034418.SGD","BK0214","LU1251922891.USD","LU2476274308.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634478926","title":"芯片股走强 机构指AI未现典型泡沫 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