海光信息(688041)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

688041 海光信息

已收盘 07-23 15:00:01

{"stockData":{"symbol":"688041","market":"SH","secType":"STK","nameCN":"海光信息","latestPrice":312,"timestamp":1784790001000,"preClose":331.6,"halted":0,"volume":25653351,"delay":0,"changeRate":-0.0591,"floatShares":2324000000,"shares":2324000000,"eps":1.1729,"marketStatus":"已收盘","change":-19.6,"latestTime":"07-23 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15:30:00","preClose":331.6},"floatMarketCap":725193000000},"requestUrl":"/m/hq/s/688041","defaultTab":"news","newsList":[{"id":"2653748882","title":"7月23日海光信息跌5.91%，科创50ETF华夏基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2653748882","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2653748882?lang=zh_cn&edition=full","pubTime":"2026-07-23 16:44","pubTimestamp":1784796242,"startTime":"0","endTime":"0","summary":"证券之星消息，7月23日海光信息跌5.91%，收盘报312.0元，换手率1.1%，成交量25.65万手，成交额81.87亿元。根据2026基金半年报公募基金重仓股数据，重仓该股的公募基金共1064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。科创50ETF华夏的前十大重仓股如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","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/RB2026072300033182.shtml","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":"stockstar","symbols":["588000","LU1969619763.USD","SGXZ49509284.SGD","LU2328871848.SGD","688041","BK0214","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653920786","title":"海光信息获得发明专利授权：“PCIe设备、链路训练方法、芯片及电子设备”","url":"https://stock-news.laohu8.com/highlight/detail?id=2653920786","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2653920786?lang=zh_cn&edition=full","pubTime":"2026-07-22 05:47","pubTimestamp":1784670425,"startTime":"0","endTime":"0","summary":"证券之星消息，根据天眼查APP数据显示海光信息新获得一项发明专利授权，专利名为“PCIe设备、链路训练方法、芯片及电子设备”，专利申请号为CN202511746868.0，授权日为2026年7月21日。其中，PCIe设备包括第一存储器、处理器和链路训练模块，且PCIe设备与第二存储器连接。今年以来海光信息新获得专利授权68个，较去年同期减少了20%。","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":"https://stock.stockstar.com/RB2026072200008782.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SGXZ81163826.USD","SGXZ49509284.SGD","159813","LU1969619763.USD","688041","BK0214","LU2328871848.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653270112","title":"7月21日海光信息涨7.63%，银河创新成长混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2653270112","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2653270112?lang=zh_cn&edition=full","pubTime":"2026-07-21 16:32","pubTimestamp":1784622766,"startTime":"0","endTime":"0","summary":"证券之星消息，7月21日海光信息涨7.63%，收盘报344.53元，换手率1.79%，成交量41.68万手，成交额136.22亿元。根据2026基金半年报公募基金重仓股数据，重仓该股的公募基金共315家，其中持有数量最多的公募基金为银河基金的银河创新成长混合A。银河创新成长混合A的前十大重仓股如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","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/RB2026072100030453.shtml","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":"stockstar","symbols":["LU1969619763.USD","688041","SGXZ49509284.SGD","SGXZ81163826.USD","BK0214","LU2328871848.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653227001","title":"海光信息涨7.63%，中银证券一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2653227001","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2653227001?lang=zh_cn&edition=full","pubTime":"2026-07-21 16:32","pubTimestamp":1784622751,"startTime":"0","endTime":"0","summary":"今日海光信息（688041）涨7.63%，收盘报344.53元。2026年5月25日，中银证券研究员苏凌瑶发布了对海光信息的研报《双芯驱动，生态筑基，引领国产算力新纪元》，该研报对海光信息给出“买入”评级。证券之星数据中心根据近三年发布的研报数据计算，该研报作者对此股的盈利预测准确度为69.05%。证券之星数据中心计算显示，对该股盈利预测较准的分析师团队为德邦证券的陈蓉芳。海光信息（688041）个股概况：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。相关 ETF","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/RB2026072100030448.shtml","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":"stockstar","symbols":["601696","688041"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652543237","title":"每周股票复盘：海光信息（688041）预计上半年净利17亿至18.3亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2652543237","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2652543237?lang=zh_cn&edition=full","pubTime":"2026-07-19 01:03","pubTimestamp":1784394190,"startTime":"0","endTime":"0","summary":"截至2026年7月17日收盘，海光信息报收于304.88元，较上周的353.0元下跌13.63%。本周，海光信息7月13日盘中最高价报370.3元。本周关注点来自业绩披露要点：海光信息预计2026年1-6月归属净利润盈利17亿元至18.3亿元。交易信息汇总7月14日海光信息发生一笔207万元的大宗交易。公司公告汇总海光信息技术股份有限公司预计2026年上半年实现营业收入850,000.00万元到930,000.00万元，同比增长55.56%到70.20%；归属于母公司所有者的净利润为170,000.00万元到183,000.00万元，同比增长41.50%到52.32%。","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":"https://stock.stockstar.com/RB2026071900000058.shtml","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":"stockstar","symbols":["688041","SGXZ81163826.USD","SGXZ49509284.SGD","LU1969619763.USD","LU2328871848.SGD","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651510440","title":"海光信息（688041）披露2026年半年度业绩预告，7月16日股价下跌1.14%","url":"https://stock-news.laohu8.com/highlight/detail?id=2651510440","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651510440?lang=zh_cn&edition=full","pubTime":"2026-07-16 22:01","pubTimestamp":1784210476,"startTime":"0","endTime":"0","summary":"截至2026年7月16日收盘，海光信息报收于320.4元，较前一交易日下跌1.14%，最新总市值为7447.18亿元。该股当日开盘319.78元，最高337.5元，最低315.0元，成交额达91.41亿元，换手率为1.2%。近日，海光信息技术股份有限公司发布《关于2026年半年度业绩预告的自愿性披露公告》。公告显示，公司预计2026年上半年实现营业收入850,000.00万元到930,000.00万元，同比增长55.56%到70.20%；归属于母公司所有者的净利润为170,000.00万元到183,000.00万元，同比增长41.50%到52.32%。扣除股份支付影响后，净利润同比增长74.27%到84.71%。","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":"https://stock.stockstar.com/RB2026071600039912.shtml","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":"stockstar","symbols":["688041","LU2328871848.SGD","SGXZ81163826.USD","BK0214","LU1969619763.USD","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651844797","title":"香江控股签7.96亿元数据中心业务协议 海光信息预计净利润增超40%","url":"https://stock-news.laohu8.com/highlight/detail?id=2651844797","media":"财闻","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651844797?lang=zh_cn&edition=full","pubTime":"2026-07-16 21:23","pubTimestamp":1784208180,"startTime":"0","endTime":"0","summary":"海光信息：预计2026年半年度归属于母公司所有者的净利润为17.00亿元—18.30亿元，同比增长41.50%—52.32%。目前上述案件尚未开庭审理，尚无法判断诉讼结果，公司实际控制权是否发生变动存在不确定性。截至公告日，上海精测连续十二月内与该客户及其相关公司签订了多份销售合同，合同累计金额达到3.3亿元。其中AI算力相关订单及数据处理领域订单占比均超过90%。本项目预计总投资约为196亿元，建设施工期预计为2年。","market":"fut","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://finance.sina.com.cn/stock/relnews/cn/2026-07-16/doc-inihzfcw4487911.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["CLDL","BLOK","600162","FCLD","688041","AIFD","IDGT","FMET","DTCR","WISE","CLOU","SKYY","AIBU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651441952","title":"海光信息：预计2026年1-6月归属净利润盈利17亿元至18.3亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2651441952","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651441952?lang=zh_cn&edition=full","pubTime":"2026-07-16 20:00","pubTimestamp":1784203227,"startTime":"0","endTime":"0","summary":"证券之星消息，海光信息发布业绩预告，预计2026年1-6月归属净利润盈利17亿元至18.3亿元。海光信息2026年一季报显示，一季度公司主营收入40.34亿元，同比上升68.06%；归母净利润6.87亿元，同比上升35.82%；扣非净利润5.97亿元，同比上升34.99%；负债率22.8%，投资收益28.38万元，财务费用-3576.06万元，毛利率55.6%。本文数据来源于《海光信息:海光信息技术股份有限公司关于2026年半年度业绩预告的自愿性披露公告》，仅供参考不构成投资建议。","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/RB2026071600035852.shtml","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":"stockstar","symbols":["688041"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651449672","title":"海光信息最新公告：预计2026年半年度净利润同比增长41.50%-52.32%","url":"https://stock-news.laohu8.com/highlight/detail?id=2651449672","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651449672?lang=zh_cn&edition=full","pubTime":"2026-07-16 19:30","pubTimestamp":1784201426,"startTime":"0","endTime":"0","summary":"海光信息(688041.SH)公告称，预计2026年半年度归属于母公司所有者的净利润为17.00亿元-18.30亿元，同比增长41.50%-52.32%。业绩变动主要系公司持续优化“CPU+DCU”业务布局，在人工智能大模型加速迭代、国产化进程推进的驱动下，实现营业收入快速增长。注：公司Q2净利润预计10.13亿-11.43亿，Q1净利润6.87亿，据此计算，Q2净利润预计环比增长47%-66%。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。相关 ETF","market":"fut","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/RB2026071600034535.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688041"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650151965","title":"每周股票复盘：机构净买入海光信息（688041）2302.3万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2650151965","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2650151965?lang=zh_cn&edition=full","pubTime":"2026-07-12 01:02","pubTimestamp":1783789353,"startTime":"0","endTime":"0","summary":"截至2026年7月10日收盘，海光信息报收于353.0元，较上周的325.4元上涨8.48%。本周，海光信息7月10日盘中最高价报395.17元，股价触及近一年最高点。7月6日盘中最低价报327.8元。海光信息当前最新总市值8204.91亿元，在半导体板块市值排名3/177，在两市A股市值排名19/5202。","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":"https://stock.stockstar.com/RB2026071200000053.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SGXZ49509284.SGD","SGXZ81163826.USD","LU2328871848.SGD","LU1969619763.USD","BK0214","688041"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650183979","title":"海光信息：CPU、DCU为两大核心业务板块","url":"https://stock-news.laohu8.com/highlight/detail?id=2650183979","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2650183979?lang=zh_cn&edition=full","pubTime":"2026-07-10 16:27","pubTimestamp":1783672051,"startTime":"0","endTime":"0","summary":"证券之星消息，海光信息(688041)07月10日在投资者关系平台上答复投资者关心的问题。投资者提问：尊敬的海光公司董秘 你好，贵公司近期受AI数据中心的景气度上升，股价上涨快，但贵司的CPU和DCU产品在2025年业绩中的占比大概是多少？该比例与公司价值密切相关，决定了公司未来业绩预期和估值体系，烦请答复，感谢。海光信息回复：尊敬的投资者，您好，公司 CPU、DCU 为两大核心业务板块，共同支撑公司整体经营发展，公司公告按照公司产品所属类别划分，统一划分为高端处理器产品。本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。相关 ETF责任编辑：刘浩然","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/RB2026071000028999.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":["LU1969619763.USD","688041","SGXZ49509284.SGD","SGXZ81163826.USD","BK0214","LU2328871848.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650839381","title":"海光信息：高端芯片行业属于技术密集型赛道","url":"https://stock-news.laohu8.com/highlight/detail?id=2650839381","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2650839381?lang=zh_cn&edition=full","pubTime":"2026-07-10 16:27","pubTimestamp":1783672038,"startTime":"0","endTime":"0","summary":"证券之星消息，海光信息07月10日在投资者关系平台上答复投资者关心的问题。高端芯片行业属于技术密集型赛道，持续高额研发投入是保障长期技术竞争力的核心基础；市场推广相关投入服务于产品市场拓展、行业生态搭建，前期投入将逐步转化为市场份额与长期营收增量。管理层始终聚焦国产高端芯片自主化发展，持续完善内部管理体系，稳步提升经营质量。","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":"https://stock.stockstar.com/RB2026071000028988.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":["159813","688041","BK0214","LU2328871848.SGD","LU1969619763.USD","SGXZ49509284.SGD","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650183999","title":"海光信息：截至2026年3月31日，持有公司股份的普通股股东总数(户)为108,573户","url":"https://stock-news.laohu8.com/highlight/detail?id=2650183999","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2650183999?lang=zh_cn&edition=full","pubTime":"2026-07-10 16:27","pubTimestamp":1783672031,"startTime":"0","endTime":"0","summary":"证券之星消息，海光信息(688041)07月10日在投资者关系平台上答复投资者关心的问题。投资者提问：请问把带有时间和姓名的股票交易软件持仓截图和身份证一并扫描发送至公司邮箱，可以获知 非定期报告相关时点的股东人数吗？盼你们具体，明确答复。顺祝健康，快乐 【比如截至到2026年4月30日贵公司的股东人数是多少?海光信息回复：尊敬的投资者，您好！截至2026年3月31日，持有公司股份的普通股股东总数(户)为108,573户。公司在定期报告中披露股东数量,感谢您的关注。本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。相关 ETF责任编辑：刘浩然","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":"https://stock.stockstar.com/RB2026071000028985.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":["BK0214","LU2328871848.SGD","SGXZ81163826.USD","SGXZ49509284.SGD","LU1969619763.USD","688041"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650919183","title":"海光信息：截至2026年3月31日，持有公司股份的普通股股东总数(户)为108,573户","url":"https://stock-news.laohu8.com/highlight/detail?id=2650919183","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2650919183?lang=zh_cn&edition=full","pubTime":"2026-07-10 16:27","pubTimestamp":1783672027,"startTime":"0","endTime":"0","summary":"证券之星消息，海光信息(688041)07月10日在投资者关系平台上答复投资者关心的问题。投资者提问：请问把带有时间和姓名的股票交易软件持仓截图和身份证一并扫描发送至公司邮箱，可以获知 非定期报告相关时点的股东人数吗？盼你们具体，明确答复。顺祝健康，快乐 【比如截至到2026年5月10日贵公司的股东人数是多少?海光信息回复：尊敬的投资者，您好！截至2026年3月31日，持有公司股份的普通股股东总数(户)为108,573户。公司在定期报告中披露股东数量,感谢您的关注。本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。相关 ETF责任编辑：刘浩然","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/RB2026071000028982.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":["688041","SGXZ49509284.SGD","LU2328871848.SGD","SGXZ81163826.USD","BK0214","LU1969619763.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650183906","title":"海光信息：公司CPU有望顺势提升在商业市场的渗透率","url":"https://stock-news.laohu8.com/highlight/detail?id=2650183906","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2650183906?lang=zh_cn&edition=full","pubTime":"2026-07-10 16:27","pubTimestamp":1783672027,"startTime":"0","endTime":"0","summary":"证券之星消息，海光信息07月10日在投资者关系平台上答复投资者关心的问题。谢谢海光信息回复：尊敬的投资者，您好！随着AI Agent及AI推理需求增长，任务调度、逻辑推理、多业务协同等场景对通用计算需求显著提升，计算任务趋向高并发、链式放大的任务型负载，天然拉高对CPU并发度与内存承载的需求，TrendForce预期CPU与GPU配比将从传统比例向更高水平提升，公司CPU有望顺势提升在商业市场的渗透率。","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/RB2026071000028981.shtml","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":"stockstar","symbols":["SGXZ81163826.USD","LU1969619763.USD","BK0214","SGXZ49509284.SGD","LU2328871848.SGD","688041"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650306183","title":"海光信息：公司通过上证路演中心等平台提供业绩说明会回放","url":"https://stock-news.laohu8.com/highlight/detail?id=2650306183","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2650306183?lang=zh_cn&edition=full","pubTime":"2026-07-10 16:21","pubTimestamp":1783671671,"startTime":"0","endTime":"0","summary":"证券之星消息，海光信息07月10日在投资者关系平台上答复投资者关心的问题。海光信息回复：公司高度重视投资者沟通工作，公司通过上证路演中心等平台提供业绩说明会回放，投资者可通过相关平台查看2024年末业绩说明会回放。未来，公司将持续优化业绩说明会形式，积极研究视频直播、回放及线上互动等方式，进一步提升信息披露的便捷性与透明度，更好满足广大投资者的信息获取需求。","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":"https://stock.stockstar.com/RB2026071000028697.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":["LU2328871848.SGD","LU1969619763.USD","688041","SGXZ49509284.SGD","BK0214","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650183346","title":"海光信息：公司不存在2025年高管薪酬总额增长率较多的情形","url":"https://stock-news.laohu8.com/highlight/detail?id=2650183346","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2650183346?lang=zh_cn&edition=full","pubTime":"2026-07-10 16:21","pubTimestamp":1783671670,"startTime":"0","endTime":"0","summary":"证券之星消息，海光信息07月10日在投资者关系平台上答复投资者关心的问题。投资者提问：2025年，公司高管薪酬总额增长率远超业绩增长率，请问公司的薪酬制度合理吗，是否损害了中小股东利益？公司高度重视投资者关切，公司不存在2025年高管薪酬总额增长率较多的情形。","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":"https://stock.stockstar.com/RB2026071000028695.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":["SGXZ81163826.USD","SGXZ49509284.SGD","688041","LU2328871848.SGD","BK0214","LU1969619763.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649986369","title":"海光信息：目前公司产品主要聚焦于CPU及DCU","url":"https://stock-news.laohu8.com/highlight/detail?id=2649986369","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649986369?lang=zh_cn&edition=full","pubTime":"2026-07-07 17:39","pubTimestamp":1783417151,"startTime":"0","endTime":"0","summary":"证券之星消息，海光信息(688041)07月07日在投资者关系平台上答复投资者关心的问题。投资者提问：请问贵司什么时候可以卖PC级CPU和图形显卡？什么时候可以海外销售？海光信息回复：尊敬的投资者，您好！目前公司产品主要聚焦于CPU及DCU，在相关技术领域已形成深厚积累。感谢您的关注！本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。相关 ETF责任编辑：刘浩然","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":"https://stock.stockstar.com/RB2026070700030273.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":["688041","BK0214","LU1969619763.USD","SGXZ49509284.SGD","LU2328871848.SGD","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649698630","title":"7月7日海光信息现2笔大宗交易 机构净买入2302.3万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2649698630","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649698630?lang=zh_cn&edition=full","pubTime":"2026-07-07 17:35","pubTimestamp":1783416942,"startTime":"0","endTime":"0","summary":"证券之星消息，7月7日海光信息发生大宗交易，交易数据如下：近三个月该股共发生59笔大宗交易，合计成交12.3万手，折价成交53笔。该股近期无解禁股上市。截至2026年7月7日收盘，海光信息(688041)报收于342.6元，上涨1.06%，换手率1.32%，成交量30.6万手，成交额105.72亿元。该股近半年内有股东持股变动，合计净减持1162.0万股，股东增减持明细如下表：该股最近90天内共有26家机构给出评级，买入评级21家，增持评级5家；过去90天内机构目标均价为299.12。本文数据来源于上海证券交易所大宗交易信息披露，仅供参考不构成投资建议。相关 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