688041 海光信息
已收盘 04-08 15:00:00
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海光信息(688041)3月31日股东户数10.86万户，较上期增加3.82%
证券之星 · 04-08 17:48
海光信息(688041)3月31日股东户数10.86万户，较上期增加3.82%
海光信息涨5.04%，东吴证券一周前给出“买入”评级
证券之星 · 04-08 16:37
海光信息涨5.04%，东吴证券一周前给出“买入”评级
AI算力浪潮劲吹，海光信息Q1营收暴增68%创新高，净利润增长35.8% | 财报见闻
华尔街见闻 · 04-07 19:53
AI算力浪潮劲吹，海光信息Q1营收暴增68%创新高，净利润增长35.8% | 财报见闻
海光信息最新公告：第一季度净利润6.87亿元同比增长35.82%
证券之星 · 04-07 19:39
海光信息最新公告：第一季度净利润6.87亿元同比增长35.82%
每周股票复盘：海光信息（688041）现两笔大宗交易合计超5300万
证券之星 · 04-05
每周股票复盘：海光信息（688041）现两笔大宗交易合计超5300万
4月2日海光信息现4273.6万元大宗交易
证券之星 · 04-02
4月2日海光信息现4273.6万元大宗交易
每周股票复盘：海光信息（688041）临时股东会通过关联交易议案
证券之星 · 03-29
每周股票复盘：海光信息（688041）临时股东会通过关联交易议案
A股芯片股走势分化：海光信息、闻泰科技等上涨，存储板块承压
第一财经 · 03-26
A股芯片股走势分化：海光信息、闻泰科技等上涨，存储板块承压
海光信息应志伟：“内生安全”是中国云计算下半场的核心壁垒
证券之星 · 03-23
海光信息应志伟：“内生安全”是中国云计算下半场的核心壁垒
每周股票复盘：海光信息（688041）关联交易追加至73.4亿因业务增长
证券之星 · 03-22
每周股票复盘：海光信息（688041）关联交易追加至73.4亿因业务增长
海光信息（688041）披露追加日常关联交易预计额度公告，3月20日股价下跌2.79%
证券之星 · 03-20
海光信息（688041）披露追加日常关联交易预计额度公告，3月20日股价下跌2.79%
每周股票复盘：海光信息（688041）拟追加日常关联交易5.99亿元
证券之星 · 03-15
每周股票复盘：海光信息（688041）拟追加日常关联交易5.99亿元
海光信息公布国际专利申请：“处理器、指令处理方法以及包括处理器的电子装置”
证券之星 · 03-14
海光信息公布国际专利申请：“处理器、指令处理方法以及包括处理器的电子装置”
海光信息（688041）披露关于追加日常关联交易预计额度的议案，3月11日股价下跌1.35%
证券之星 · 03-11
海光信息（688041）披露关于追加日常关联交易预计额度的议案，3月11日股价下跌1.35%
Groq拟提高AI芯片产量 AI芯片概念持续强势丨盘中线索
21世纪经济报道 · 03-10
Groq拟提高AI芯片产量 AI芯片概念持续强势丨盘中线索
3月6日海光信息现483.8万元大宗交易
证券之星 · 03-06
3月6日海光信息现483.8万元大宗交易
半导体龙头陆续披露业绩快报 AI需求驱动估值重塑
金融投资网 · 03-03
半导体龙头陆续披露业绩快报 AI需求驱动估值重塑
海光信息公布国际专利申请：“地址转换方法、装置、电子设备及存储介质”
证券之星 · 02-28
海光信息公布国际专利申请：“地址转换方法、装置、电子设备及存储介质”
千亿巨头突发，寒武纪涨近10%！“全芯”科创芯片ETF（589190）涨超2%，海光信息业绩爆了
新浪基金 · 02-26
千亿巨头突发，寒武纪涨近10%！“全芯”科创芯片ETF（589190）涨超2%，海光信息业绩爆了
【财闻联播】要解散电影部门？华策影视回应！海光信息：2025年度净利润增长31.66%
券商中国 · 02-25
【财闻联播】要解散电影部门？华策影视回应！海光信息：2025年度净利润增长31.66%
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公司概况
公司名称：
海光信息技术股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2022-08-12
主营业务：
海光信息技术股份有限公司的主营业务是研发、设计和销售应用于服务器、工作站等计算、存储设备中的高端处理器。公司的主要产品是海光通用处理器（CPU）、海光协处理器（DCU）。公司获得了2025年度天津市专利金奖等荣誉。
发行价格：
36.00
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15:30:00","preClose":217.54},"floatMarketCap":531110999999.9999},"requestUrl":"/m/hq/s/688041","defaultTab":"news","newsList":[{"id":"2625912744","title":"海光信息(688041)3月31日股东户数10.86万户，较上期增加3.82%","url":"https://stock-news.laohu8.com/highlight/detail?id=2625912744","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625912744?lang=zh_cn&edition=full","pubTime":"2026-04-08 17:48","pubTimestamp":1775641698,"startTime":"0","endTime":"0","summary":"证券之星消息，近日海光信息披露，截至2026年3月31日公司股东户数为10.86万户，较12月31日增加3993.0户，增幅为3.82%。在半导体行业个股中，海光信息股东户数高于行业平均水平，截至3月31日，半导体行业平均股东户数为4.86万户。从股价来看，2025年12月31日至2026年3月31日，海光信息区间跌幅为6.27%，在此期间股东户数增加3993.0户，增幅为3.82%。","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/RB2026040800027886.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","SGXZ81163826.USD","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625591941","title":"海光信息涨5.04%，东吴证券一周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2625591941","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625591941?lang=zh_cn&edition=full","pubTime":"2026-04-08 16:37","pubTimestamp":1775637457,"startTime":"0","endTime":"0","summary":"今日海光信息（688041）涨5.04%，收盘报228.5元。2026年3月31日，东吴证券研究员陈海进,王紫敬,李雅文发布了对海光信息的研报《中科曙光scaleX40全球首款无线缆箱式超节点首发，高端智算基建落地效率跃升》，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91.17%。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，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。相关 ETF","market":"hk","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/RB2026040800025291.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","601555"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625937085","title":"AI算力浪潮劲吹，海光信息Q1营收暴增68%创新高，净利润增长35.8% | 财报见闻","url":"https://stock-news.laohu8.com/highlight/detail?id=2625937085","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625937085?lang=zh_cn&edition=full","pubTime":"2026-04-07 19:53","pubTimestamp":1775562799,"startTime":"0","endTime":"0","summary":"公司实现营业收入40.34亿元，同比大幅增长68.06%，创单季营收历史新高；归属于上市公司股东的净利润达6.87亿元，同比增长35.82%。在国内AI算力基础设施建设进入加速期的背景下，海光信息正借助高性能、高可靠、低功耗的产品矩阵，在通用计算与人工智能计算市场双线推进，业绩兑现速度超出市场预期。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3769402","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":null,"symbols":["AGIX","AIPO","CHAT","688041","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625937238","title":"海光信息最新公告：第一季度净利润6.87亿元同比增长35.82%","url":"https://stock-news.laohu8.com/highlight/detail?id=2625937238","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625937238?lang=zh_cn&edition=full","pubTime":"2026-04-07 19:39","pubTimestamp":1775561978,"startTime":"0","endTime":"0","summary":"海光信息(688041.SH)公告称，2026年第一季度营收为40.34亿元，同比增长68.06%；净利润为6.87亿元，同比增长35.82%。公告同日，海光信息发布2025年年度报告，实现营业收入143.77亿元，同比增长56.92%；归属于上市公司股东的净利润为25.45亿元，同比增长31.79%。公司本年度现金分红金额合计55,670.71万元(含税)，不送红股，不进行资本公积转增股本。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。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/RB2026040700027768.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":"2625615127","title":"每周股票复盘：海光信息（688041）现两笔大宗交易合计超5300万","url":"https://stock-news.laohu8.com/highlight/detail?id=2625615127","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625615127?lang=zh_cn&edition=full","pubTime":"2026-04-05 01:14","pubTimestamp":1775322850,"startTime":"0","endTime":"0","summary":"截至2026年4月3日收盘，海光信息报收于213.77元，较上周的220.95元下跌3.25%。本周，海光信息4月1日盘中最高价报221.8元。3月31日盘中最低价报210.01元。海光信息当前最新总市值4968.74亿元，在半导体板块市值排名2/171，在两市A股市值排名25/5193。","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/RB2026040500000107.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","LU2328871848.SGD","SGXZ81163826.USD","BK0214","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624577800","title":"4月2日海光信息现4273.6万元大宗交易","url":"https://stock-news.laohu8.com/highlight/detail?id=2624577800","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624577800?lang=zh_cn&edition=full","pubTime":"2026-04-02 17:26","pubTimestamp":1775122017,"startTime":"0","endTime":"0","summary":"证券之星消息，4月2日海光信息发生大宗交易，交易数据如下：大宗交易成交价格213.68元，相对当日收盘价溢价0.32%，成交20万股，成交金额4273.6万元，买方营业部为中国国际金融股份有限公司北京建国门外大街证券营业部，卖方营业部为中国国际金融股份有限公司上海分公司。截至2026年4月2日收盘，海光信息报收于213.0元，下跌3.32%，换手率0.56%，成交量13.01万手，成交额27.89亿元。","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/RB2026040200029966.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":["SGXZ49509284.SGD","LU2328871848.SGD","688041","LU1969619763.USD","SGXZ81163826.USD","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623838718","title":"每周股票复盘：海光信息（688041）临时股东会通过关联交易议案","url":"https://stock-news.laohu8.com/highlight/detail?id=2623838718","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623838718?lang=zh_cn&edition=full","pubTime":"2026-03-29 01:03","pubTimestamp":1774717393,"startTime":"0","endTime":"0","summary":"截至2026年3月27日收盘，海光信息报收于220.95元，较上周的216.42元上涨2.09%。本周，海光信息3月26日盘中最高价报228.0元。本周关注点公司公告汇总：海光信息召开2026年第一次临时股东会，审议通过追加日常关联交易预计额度议案。公司公告汇总北京市中伦律师事务所就海光信息技术股份有限公司2026年第一次临时股东会的召集、召开程序、出席会议人员资格、表决程序等事项出具法律意见书。","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/RB2026032900000055.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":"stockstar","symbols":["SGXZ49509284.SGD","688041","SGXZ81163826.USD","BK0214","LU2328871848.SGD","LU1969619763.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622802718","title":"A股芯片股走势分化：海光信息、闻泰科技等上涨，存储板块承压","url":"https://stock-news.laohu8.com/highlight/detail?id=2622802718","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622802718?lang=zh_cn&edition=full","pubTime":"2026-03-26 11:54","pubTimestamp":1774497240,"startTime":"0","endTime":"0","summary":"存储芯片板块的增长可能正进入分化阶段。3月26日，A股多只芯片概念股上涨，截至发稿，金海通涨超4%，斯达半导上涨3.92%，海光信息涨超2%，闻泰科技（维权）涨超1.5%，富满微、长光华芯、摩尔线程-U等小幅上涨。不过，值得关注的是，部分A股存储芯片股今日下跌。但随着头部厂商技术优化带来的竞争加剧，AI对存储的需求弹性可能回归理性，存储芯片的增长逻辑或许正从板块普涨转向结构性分化，HBM等高端市场的增长更可能成为主线。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-03-26/doc-inhshtew0326107.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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13:38","pubTimestamp":1774244303,"startTime":"0","endTime":"0","summary":"近日，海光信息携手天翼云推出的新一代国产化机密计算云主机，正是这一产业趋势的标志性落地。海光信息副总裁应志伟的判断，直指云端安全的核心症结——安全不是附加功能，而是需要融入计算体系的底层能力。如今，在数据要素市场化的时代背景下，“安全可信”正成为算力产品的核心竞争力。应志伟表示，海光将以“内生安全”的产品体系，在全球算力竞争中走出一条差异化赶超路径。","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/SS2026032300014435.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":["SGXZ49509284.SGD","688041","SGXZ81163826.USD","LU2328871848.SGD","BK0214","LU1969619763.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2621951757","title":"每周股票复盘：海光信息（688041）关联交易追加至73.4亿因业务增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2621951757","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2621951757?lang=zh_cn&edition=full","pubTime":"2026-03-22 01:02","pubTimestamp":1774112533,"startTime":"0","endTime":"0","summary":"截至2026年3月20日收盘，海光信息报收于216.42元，较上周的235.74元下跌8.2%。本周，海光信息3月16日盘中最高价报236.88元。本周关注点公司公告汇总：追加日常关联交易预计额度59,900.00万元，总额达734,000.00万元，原因为业务增长预计。公司公告汇总海光信息技术股份有限公司拟追加2024年年度股东会召开之日至2025年年度股东会召开之日期间的日常关联交易预计额度，主要涉及销售商品和提供劳务，关联方为公司A及其控制的其他公司。","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/RB2026032200000010.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":"stockstar","symbols":["LU2328871848.SGD","SGXZ49509284.SGD","BK0214","LU1969619763.USD","688041","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620673416","title":"海光信息（688041）披露追加日常关联交易预计额度公告，3月20日股价下跌2.79%","url":"https://stock-news.laohu8.com/highlight/detail?id=2620673416","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620673416?lang=zh_cn&edition=full","pubTime":"2026-03-20 22:01","pubTimestamp":1774015277,"startTime":"0","endTime":"0","summary":"截至2026年3月20日收盘，海光信息报收于216.42元，较前一交易日下跌2.79%，最新总市值为5030.33亿元。近日，海光信息技术股份有限公司披露《2026年第一次临时股东会会议资料》，拟追加2024年年度股东会召开之日至2025年年度股东会召开之日期间的日常关联交易预计额度，主要涉及销售商品和提供劳务，关联方为公司A及其控制的其他公司。关联交易定价遵循市场原则，不影响公司独立性，不存在损害股东利益的情形。","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/RB2026032000042738.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","LU1969619763.USD","LU2328871848.SGD","SGXZ49509284.SGD","SGXZ81163826.USD","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2619127639","title":"每周股票复盘：海光信息（688041）拟追加日常关联交易5.99亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2619127639","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619127639?lang=zh_cn&edition=full","pubTime":"2026-03-15 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05:40","pubTimestamp":1773438030,"startTime":"0","endTime":"0","summary":"证券之星消息，根据企查查数据显示海光信息（688041）公布了一项国际专利申请，专利名为“处理器、指令处理方法以及包括处理器的电子装置”，专利申请号为PCT/CN2024/142666，国际公布日为2026年3月12日。专利详情如下：图片来源：世界知识产权组织（WIPO）今年以来海光信息已公布的国际专利申请4个，较去年同期增加了33.33%。结合公司2025年中报财务数据，2025上半年公司在研发方面投入了14.98亿元，同比增32.41%。数据来源：企查查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":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026031400003812.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":["SGXZ49509284.SGD","BK0214","688041","LU1969619763.USD","SGXZ81163826.USD","LU2328871848.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618923136","title":"海光信息（688041）披露关于追加日常关联交易预计额度的议案，3月11日股价下跌1.35%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618923136","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618923136?lang=zh_cn&edition=full","pubTime":"2026-03-11 22:04","pubTimestamp":1773237859,"startTime":"0","endTime":"0","summary":"截至2026年3月11日收盘，海光信息报收于244.2元，较前一交易日下跌1.35%，最新总市值为5676.03亿元。该股当日开盘247.54元，最高255.36元，最低242.82元，成交额达47.97亿元，换手率为0.83%。近日，海光信息技术股份有限公司发布《关于召开2026年第一次临时股东会的通知》，公告显示公司将于2026年3月27日召开2026年第一次临时股东会，会议审议《关于追加公司日常关联交易预计额度的议案》。股权登记日为2026年3月23日，A股股东可参与表决。","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/RB2026031100039059.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":["BK0214","LU2328871848.SGD","SGXZ81163826.USD","LU1969619763.USD","SGXZ49509284.SGD","688041"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618981529","title":"Groq拟提高AI芯片产量 AI芯片概念持续强势丨盘中线索","url":"https://stock-news.laohu8.com/highlight/detail?id=2618981529","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618981529?lang=zh_cn&edition=full","pubTime":"2026-03-10 14:49","pubTimestamp":1773125391,"startTime":"0","endTime":"0","summary":"消息面上，据财联社，Groq近期决定提高其人工智能芯片的产量，该芯片去年外包给三星电子的晶圆代工部门，今年的产量将从约9000片晶圆增加到约15000片。业绩指引方面，博通预计第二财季营收220亿美元，高于市场预期的205.6亿美元，调整后利润率为68%。此外，博通首席执行官Hock Tan表示，预计公司人工智能芯片销售额明年将超过1000亿美元。世纪证券指出，博通财报亮眼，将为产业链贡献业绩持续性。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310145336a6b4832c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:20","pubTimestamp":1772788844,"startTime":"0","endTime":"0","summary":"证券之星消息，3月6日海光信息发生大宗交易，交易数据如下：大宗交易成交价格241.9元，成交2万股，成交金额483.8万元，买方营业部为国泰海通证券股份有限公司总部，卖方营业部为华泰证券股份有限公司北京西三环国际财经中心证券营业部。近三个月该股共发生32笔大宗交易，合计成交1.59万手，折价成交22笔。截至2026年3月6日收盘，海光信息报收于241.9元，下跌0.45%，换手率0.62%，成交量14.52万手，成交额34.88亿元。","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/RB2026030600028141.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":["SGXZ49509284.SGD","LU1969619763.USD","688041","BK0214","LU2328871848.SGD","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2616397631","title":"半导体龙头陆续披露业绩快报 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