688041 海光信息
交易中 07-02 14:20:35
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7月1日海光信息跌5.51%，科创50ETF华夏基金重仓该股
证券之星 · 07-01 16:38
7月1日海光信息跌5.51%，科创50ETF华夏基金重仓该股
6月29日海光信息现2笔大宗交易 机构净买入5162.85万元
证券之星 · 06-29 17:48
6月29日海光信息现2笔大宗交易 机构净买入5162.85万元
海光信息新注册《高性能火焰图生成软件V1.0》等5个项目的软件著作权
证券之星 · 06-27
海光信息新注册《高性能火焰图生成软件V1.0》等5个项目的软件著作权
6月25日海光信息现1笔大宗交易 机构净买入3844.17万元
证券之星 · 06-25
6月25日海光信息现1笔大宗交易 机构净买入3844.17万元
6月24日海光信息涨6.34%，科创50ETF华夏基金重仓该股
证券之星 · 06-24
6月24日海光信息涨6.34%，科创50ETF华夏基金重仓该股
海光信息涨6.34%，东吴证券二个月前给出“买入”评级
证券之星 · 06-24
海光信息涨6.34%，东吴证券二个月前给出“买入”评级
每周股票复盘：海光信息（688041）2025年度每股派现0.15元（含税）
证券之星 · 06-20
每周股票复盘：海光信息（688041）2025年度每股派现0.15元（含税）
谁在为7600亿海光信息“抬轿”？
市场资讯 · 06-18
谁在为7600亿海光信息“抬轿”？
科创板第五套标准扩容至AI！沪深300ETF华夏（510330）持仓股寒武纪、芯原股份、海光信息股价大涨
证券之星 · 06-18
科创板第五套标准扩容至AI！沪深300ETF华夏（510330）持仓股寒武纪、芯原股份、海光信息股价大涨
6月15日海光信息涨6.90%，科创50ETF华夏基金重仓该股
证券之星 · 06-15
6月15日海光信息涨6.90%，科创50ETF华夏基金重仓该股
港股异动 | 海致科技(02706)早盘涨超12% 近期与海光信息达成战略合作 公司已正式获纳入港股通标的名单
智通财经 · 06-15
港股异动 | 海致科技(02706)早盘涨超12% 近期与海光信息达成战略合作 公司已正式获纳入港股通标的名单
海光信息（688041）新增【水利建设】概念
证券之星 · 06-10
海光信息（688041）新增【水利建设】概念
“某国内大模型厂商CPU需求提高了5倍”，海光信息猛拉13%，华宝基金科创芯片ETF（589190）再涨超3%！
新浪基金 · 06-10
“某国内大模型厂商CPU需求提高了5倍”，海光信息猛拉13%，华宝基金科创芯片ETF（589190）再涨超3%！
6月9日海光信息发生2笔大宗交易 成交金额418.36万元
证券之星 · 06-09
6月9日海光信息发生2笔大宗交易 成交金额418.36万元
6月8日海光信息跌5.24%，科创50ETF华夏基金重仓该股
证券之星 · 06-08
6月8日海光信息跌5.24%，科创50ETF华夏基金重仓该股
海光信息：股东及员工持股平台减持计划严格按照法律法规执行
证券之星 · 06-05
海光信息：股东及员工持股平台减持计划严格按照法律法规执行
6月1日海光信息跌6.31%，科创50ETF华夏基金重仓该股
证券之星 · 06-01
6月1日海光信息跌6.31%，科创50ETF华夏基金重仓该股
万亿资本“抢滩” 词元经济爆发
中国经营网 · 05-30
万亿资本“抢滩” 词元经济爆发
5月29日海光信息跌6.51%，科创50ETF华夏基金重仓该股
证券之星 · 05-29
5月29日海光信息跌6.51%，科创50ETF华夏基金重仓该股
全球芯片股嗨爆，A股科技突然惊魂！寒武纪跌逾5%
格隆汇 · 05-27
全球芯片股嗨爆，A股科技突然惊魂！寒武纪跌逾5%
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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
{"stockData":{"symbol":"688041","market":"SH","secType":"STK","nameCN":"海光信息","latestPrice":324.8,"timestamp":1782973235000,"preClose":349.9,"halted":0,"volume":33590112,"delay":0,"changeRate":-0.0717,"floatShares":2324000000,"shares":2324000000,"eps":1.1729,"marketStatus":"交易中","change":-25.1,"latestTime":"07-02 14:20:35","open":336.6,"high":348.6,"low":324.32,"amount":11277000000,"amplitude":0.0694,"askPrice":324.85,"askSize":10,"bidPrice":324.8,"bidSize":46,"shortable":0,"etf":0,"ttmEps":1.1729,"tradingStatus":2,"nextMarketStatus":{"tag":"收盘","tradingStatus":0,"beginTime":1782975600000},"marketStatusCode":2,"adr":0,"adjPreClose":349.9,"symbolType":"stock_kcb","openAndCloseTimeList":[[1782955800000,1782963000000],[1782968400000,1782975600000]],"highLimit":384.89,"lowLimit":314.91,"ibTradeSell":false,"ibTradeBuySell":true,"totalEquity":2324338091,"isCdr":false,"pbRate":34.61,"roa":"--","peRate":276.920454,"roe":"2.99%","epsLYR":1.1,"committee":0.347826,"marketValue":754945000000,"turnoverRate":0.0145,"status":1,"floatMarketCap":754945000000},"requestUrl":"/m/hq/s/688041","defaultTab":"news","newsList":[{"id":"2648651574","title":"7月1日海光信息跌5.51%，科创50ETF华夏基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2648651574","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648651574?lang=zh_cn&edition=full","pubTime":"2026-07-01 16:38","pubTimestamp":1782895084,"startTime":"0","endTime":"0","summary":"证券之星消息，7月1日海光信息跌5.51%创60日新高，收盘报349.9元，换手率1.76%，成交量40.97万手，成交额148.02亿元。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591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。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/RB2026070100031213.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","SGXZ81163826.USD","LU2328871848.SGD","LU1969619763.USD","SGXZ49509284.SGD","588000","688041"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647320492","title":"6月29日海光信息现2笔大宗交易 机构净买入5162.85万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2647320492","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647320492?lang=zh_cn&edition=full","pubTime":"2026-06-29 17:48","pubTimestamp":1782726490,"startTime":"0","endTime":"0","summary":"证券之星消息，6月29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54笔大宗交易，合计成交12.41万手，折价成交46笔，溢价成交1笔。该股近期无解禁股上市。截至2026年6月29日收盘，海光信息(688041)报收于354.84元，上涨2.88%，换手率2.0%，成交量46.46万手，成交额164.14亿元。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 ETF","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/RB2026062900027669.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","LU1969619763.USD","BK0214","688041","LU2328871848.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646647183","title":"海光信息新注册《高性能火焰图生成软件V1.0》等5个项目的软件著作权","url":"https://stock-news.laohu8.com/highlight/detail?id=2646647183","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646647183?lang=zh_cn&edition=full","pubTime":"2026-06-27 02:12","pubTimestamp":1782497532,"startTime":"0","endTime":"0","summary":"证券之星消息，近日海光信息新注册了5个项目的软件著作权，包括《高性能火焰图生成软件V1.0》、《芯片眼图测试数据分析软件V1.0》、《快速简略IP功耗模型抽取软件V1.0》、《芯片电能质量数据解析与统计系统V1.0》、《SPICE网表打平软件V1.0》等。今年以来海光信息新注册软件著作权5个。","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/RB2026062700001902.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","SGXZ81163826.USD","688041","LU2328871848.SGD","159180","BK0214","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646876203","title":"6月25日海光信息现1笔大宗交易 机构净买入3844.17万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2646876203","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646876203?lang=zh_cn&edition=full","pubTime":"2026-06-25 17:38","pubTimestamp":1782380296,"startTime":"0","endTime":"0","summary":"证券之星消息，6月25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349.47元，相对当日收盘价折价3%，成交11万股，成交金额3844.17万元，买方营业部为机构专用，卖方营业部为平安证券股份有限公司山东分公司。近三个月该股共发生51笔大宗交易，合计成交12.1万手，折价成交44笔，溢价成交1笔。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。","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/RB2026062500032320.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","LU2328871848.SGD","SGXZ81163826.USD","SGXZ49509284.SGD","BK0214","688041"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645895386","title":"6月24日海光信息涨6.34%，科创50ETF华夏基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2645895386","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645895386?lang=zh_cn&edition=full","pubTime":"2026-06-24 16:37","pubTimestamp":1782290248,"startTime":"0","endTime":"0","summary":"证券之星消息，6月24日海光信息涨6.34%，收盘报337.1元，换手率1.97%，成交量45.88万手，成交额149.62亿元。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591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。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/RB2026062400029995.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","SGXZ49509284.SGD","BK0214","588000","LU2328871848.SGD","SGXZ81163826.USD","LU1969619763.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645895337","title":"海光信息涨6.34%，东吴证券二个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2645895337","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645895337?lang=zh_cn&edition=full","pubTime":"2026-06-24 16:37","pubTimestamp":1782290238,"startTime":"0","endTime":"0","summary":"今日海光信息涨6.34%，收盘报337.1元。2026年4月9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《2026年一季报点评：业绩符合26Q1预告预期，收入&存货加速正循环》，该研报对海光信息给出“买入”评级。此外，上海证券研究员章锋，太平洋研究员曹佩近期也对该股发布了研报，同样给出“买入”评级。海光信息个股概况：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。","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/RB2026062400029985.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":["601555","688041"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644068944","title":"每周股票复盘：海光信息（688041）2025年度每股派现0.15元（含税）","url":"https://stock-news.laohu8.com/highlight/detail?id=2644068944","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644068944?lang=zh_cn&edition=full","pubTime":"2026-06-20 01:01","pubTimestamp":1781888475,"startTime":"0","endTime":"0","summary":"截至2026年6月18日收盘，海光信息报收于328.0元，较上周的280.0元上涨17.14%。本周，海光信息6月18日盘中最高价报336.18元。本周关注点公司公告汇总：海光信息2025年度每10股派发现金红利1.5元（含税），股权登记日为2026年6月22日。公司公告汇总海光信息技术股份有限公司2025年年度权益分派实施公告显示，本次利润分配以股权登记日总股本扣减回购股份后的数量为基数，向全体股东每10股派发现金红利1.5元（含税），不送红股，不进行资本公积金转增股本。","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/RB2026062000000053.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","BK0214","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644187086","title":"谁在为7600亿海光信息“抬轿”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2644187086","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644187086?lang=zh_cn&edition=full","pubTime":"2026-06-18 20:16","pubTimestamp":1781784960,"startTime":"0","endTime":"0","summary":"但热闹行情之下，市值被抬升至7600亿的海光信息，能否实现进一步的突破，已然成为市场争论焦点。 6月18日，海光信息收涨6.42%，报328元/股，总市值达7624亿元。 伯恩斯坦将2030年全球服务器CPU市场规模预期从1370亿美元大幅上调至2230亿美元，并同时给予海光信息450元目标价，较当前股价仍有35%的上涨空间。总市值重新站上7600亿关口的海光信息能否乘风而起，成为了当下资本市场热议的焦点。","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":"https://finance.sina.com.cn/stock/s/2026-06-18/doc-inicvvzr2148503.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":["688041","LU2328871848.SGD","BK0214","LU1969619763.USD","SGXZ49509284.SGD","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644776039","title":"科创板第五套标准扩容至AI！沪深300ETF华夏（510330）持仓股寒武纪、芯原股份、海光信息股价大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2644776039","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644776039?lang=zh_cn&edition=full","pubTime":"2026-06-18 10:57","pubTimestamp":1781751423,"startTime":"0","endTime":"0","summary":"6月18日，受到科创板第五套标准扩容至AI等利好影响，科创板投资情绪延续乐观。沪深300ETF华夏成分股内，科创板公司寒武纪、芯原股份、海光信息等股价大涨。截至目前，沪深300指数全面覆盖主板、科创板、创业板优秀上市公司。随着IPO扩容，未来科创板有望涌现更多优秀人工智能公司，纳入沪深300指数成分股。沪深300ETF华夏为同类标的费率最低，规模和流动性居前、成交效率也较高。","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://fund.stockstar.com/SS2026061800014814.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SG9999002950.SGD","688521","688256","LU1969619763.USD","LU2476274308.USD","LU2476274720.SGD","SG9999001069.SGD","SG9999003461.SGD","688041","SGXZ49509284.SGD","SG9999006597.SGD","BK0214","SG9999001093.SGD","159982","510330","LU2778985437.USD","SGXZ81163826.USD","BK0231","LU2328871848.SGD","SG9999001051.SGD","SGXZ90724238.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643767732","title":"6月15日海光信息涨6.90%，科创50ETF华夏基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2643767732","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643767732?lang=zh_cn&edition=full","pubTime":"2026-06-15 16:34","pubTimestamp":1781512496,"startTime":"0","endTime":"0","summary":"证券之星消息，6月15日海光信息涨6.90%，收盘报299.32元，换手率1.59%，成交量37.04万手，成交额109.4亿元。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591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。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":"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/RB2026061500019900.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","LU1969619763.USD","LU2328871848.SGD","588000","SGXZ81163826.USD","688041","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643322144","title":"港股异动 | 海致科技(02706)早盘涨超12% 近期与海光信息达成战略合作 公司已正式获纳入港股通标的名单","url":"https://stock-news.laohu8.com/highlight/detail?id=2643322144","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643322144?lang=zh_cn&edition=full","pubTime":"2026-06-15 11:28","pubTimestamp":1781494101,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，海致科技早盘涨超12%，截至发稿，涨6.54%，报59.5港元，成交额1.24亿港元。消息面上，据海致科技官微消息，近期，公司与海光信息正式签署战略合作协议。值得一提的是，近日，海致科技宣布，公司正式获纳入港股通标的名单。此次海致科技被纳入港股通，将进一步提升公司港股的交易可及性与市场流动性，扩大投资者触达范围，并增强公司与更广泛的内地资本市场连接。","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://www.zhitongcaijing.com/content/detail/1454243.html","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":"stock_zhitongcaijing","symbols":["BK4585","SGXZ81163826.USD","BK4588","BK1117","SGXZ49509284.SGD","LU1969619763.USD","BK0214","VXUS","688041","LU2328871848.SGD","02706"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642842636","title":"海光信息（688041）新增【水利建设】概念","url":"https://stock-news.laohu8.com/highlight/detail?id=2642842636","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642842636?lang=zh_cn&edition=full","pubTime":"2026-06-10 20:30","pubTimestamp":1781094621,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息整理，6月10日海光信息新增概念。海光信息主营业务：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。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%。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/RB2026061000039288.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":["SGXZ49509284.SGD","BK0214","SGXZ81163826.USD","LU2328871848.SGD","LU1969619763.USD","688041"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642411371","title":"“某国内大模型厂商CPU需求提高了5倍”，海光信息猛拉13%，华宝基金科创芯片ETF（589190）再涨超3%！","url":"https://stock-news.laohu8.com/highlight/detail?id=2642411371","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642411371?lang=zh_cn&edition=full","pubTime":"2026-06-10 09:59","pubTimestamp":1781056740,"startTime":"0","endTime":"0","summary":"6月10日，芯片半导体延续攻势，权重龙头海光信息涨超13%，中船特气再创新高，杰华特、沪硅产业、佰维存储等涨幅居前。全“芯”布局芯片产业、成份股更硬核的科创芯片ETF华宝低开上冲，场内价格现涨逾3%。资金密集增仓，上交所数据显示，科创芯片ETF华宝连续3日吸金合计4796万元。 消息面上，Computex2026电脑展期间，英特尔数据中心方表示，某国内领先的大模型厂商，从去年到今年CPU需求提高了5倍。","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":"https://finance.sina.com.cn/money/fund/etf/2026-06-10/doc-iniawttx4567904.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":"sina","symbols":["589190","BK0214","LU2328871848.SGD","SGXZ49509284.SGD","LU1969619763.USD","688041","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642146625","title":"6月9日海光信息发生2笔大宗交易 成交金额418.36万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2642146625","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642146625?lang=zh_cn&edition=full","pubTime":"2026-06-09 17:48","pubTimestamp":1780998505,"startTime":"0","endTime":"0","summary":"证券之星消息，6月9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47笔大宗交易，合计成交11.89万手，折价成交43笔，溢价成交1笔。该股近期无解禁股上市。截至2026年6月9日收盘，海光信息(688041)报收于268.18元，上涨3.27%，换手率1.35%，成交量31.3万手，成交额82.81亿元。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25家机构给出评级，买入评级21家，增持评级4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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16:40","pubTimestamp":1780908015,"startTime":"0","endTime":"0","summary":"证券之星消息，6月8日海光信息跌5.24%，收盘报259.7元，换手率1.36%，成交量31.62万手，成交额82.84亿元。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591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。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/RB2026060800022115.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":["LU2328871848.SGD","LU1969619763.USD","SGXZ81163826.USD","688041","SGXZ49509284.SGD","BK0214","588000"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641553119","title":"海光信息：股东及员工持股平台减持计划严格按照法律法规执行","url":"https://stock-news.laohu8.com/highlight/detail?id=2641553119","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641553119?lang=zh_cn&edition=full","pubTime":"2026-06-05 17:18","pubTimestamp":1780651103,"startTime":"0","endTime":"0","summary":"证券之星消息，海光信息(688041)06月05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：请问贵公司1月发布减持公告，现在员工持股平台还未实质减持，能否尽快减持激励员工，也好稳定股价。海光信息回复：尊敬的投资者，您好！股东及员工持股平台减持计划严格按照法律法规执行,欢迎关注相关公告！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 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16:40","pubTimestamp":1780303227,"startTime":"0","endTime":"0","summary":"证券之星消息，6月1日海光信息跌6.31%，收盘报275.36元，换手率1.73%，成交量40.12万手，成交额115.31亿元。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591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。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":"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/RB2026060100024581.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","688041","LU1969619763.USD","588000","BK0214","LU2328871848.SGD","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639467044","title":"万亿资本“抢滩” 词元经济爆发","url":"https://stock-news.laohu8.com/highlight/detail?id=2639467044","media":"中国经营网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2639467044?lang=zh_cn&edition=full","pubTime":"2026-05-30 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