688332 中科蓝讯
已收盘 07-30 15:00:00
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智能音箱概念盘中跳水,中科蓝讯跌0.44%
市场透视 · 05:40
智能音箱概念盘中跳水,中科蓝讯跌0.44%
智能音箱概念盘中跳水,紫建电子跌0.34%
市场透视 · 07-29 01:56
智能音箱概念盘中跳水,紫建电子跌0.34%
豆包概念盘中拉升,中科蓝讯涨3.16%
市场透视 · 07-21
豆包概念盘中拉升,中科蓝讯涨3.16%
上交所一天受理两IPO 国产GPU有望扩容
证券市场周刊 · 07-17
上交所一天受理两IPO 国产GPU有望扩容
豆包概念盘中拉升,中科蓝讯涨2.38%
市场透视 · 07-16
豆包概念盘中拉升,中科蓝讯涨2.38%
电子行业2025年中期投资策略:行业供需弱平衡 关注AI与国产化机会
东海证券 · 07-08
电子行业2025年中期投资策略:行业供需弱平衡 关注AI与国产化机会
豆包概念盘中跳水,乐鑫科技跌0.95%
市场透视 · 07-07
豆包概念盘中跳水,乐鑫科技跌0.95%
中科蓝讯申请唤醒电路等相关专利,能够适配现有无电池的充电仓
金融界 · 07-05
中科蓝讯申请唤醒电路等相关专利,能够适配现有无电池的充电仓
中科蓝讯收盘下跌2.97%,滚动市盈率41.61倍,总市值120.72亿元
金融界 · 07-04
中科蓝讯收盘下跌2.97%,滚动市盈率41.61倍,总市值120.72亿元
电子行业AI系列专题报告(四)-AI智能眼镜:AI应用落地新载体
平安证券股份有... · 07-03
电子行业AI系列专题报告(四)-AI智能眼镜:AI应用落地新载体
美光EUV DRAM已开启导入 AI驱动先进制程产能快速扩张
投资快报 · 07-02
美光EUV DRAM已开启导入 AI驱动先进制程产能快速扩张
中科蓝讯新注册《中科蓝讯TYPE-C多通道产测系统V1.0.0》项目的软件著作权
证券之星 · 07-02
中科蓝讯新注册《中科蓝讯TYPE-C多通道产测系统V1.0.0》项目的软件著作权
豆包概念盘中跳水,乐鑫科技跌3.72%
市场透视 · 07-02
豆包概念盘中跳水,乐鑫科技跌3.72%
中科蓝讯涨5.02%创近两个月新高 资金博弈与技术突破共振
智选洞察 · 07-02
中科蓝讯涨5.02%创近两个月新高 资金博弈与技术突破共振
中科蓝讯:公司直接及间接持有摩尔线程和沐曦股份
证券之星 · 07-01
中科蓝讯:公司直接及间接持有摩尔线程和沐曦股份
晨会纪要
平安证券股份有... · 06-29
晨会纪要
电子行业化合物半导体系列报告之三:碳化硅-国内弯道超车趋势已现
上海申银万国证... · 06-27
电子行业化合物半导体系列报告之三:碳化硅-国内弯道超车趋势已现
中科蓝讯主力两日净流入2904.4万 技术盈利影响估值修复
智选洞察 · 06-27
中科蓝讯主力两日净流入2904.4万 技术盈利影响估值修复
豆包概念盘中跳水,乐鑫科技跌2.80%
市场透视 · 06-27
豆包概念盘中跳水,乐鑫科技跌2.80%
中科蓝讯涨5% 券商看好
智选洞察 · 06-25
中科蓝讯涨5% 券商看好
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公司概况
公司名称:
深圳市中科蓝讯科技股份有限公司
所属行业:
计算机、通信和其他电子设备制造业
上市日期:
2022-07-15
主营业务:
深圳市中科蓝讯科技股份有限公司的主营业务是无线音频SoC芯片的研发、设计与销售。公司的主要产品是蓝牙耳机芯片、蓝牙音箱芯片、数字音频芯片、智能穿戴芯片、无线麦克风芯片、其他芯片。公司连续获得多届“中国芯”优秀市场表现产品奖项。
发行价格:
91.66
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15:30:00","preClose":103.4},"floatMarketCap":4521000000},"requestUrl":"/m/hq/s/688332","defaultTab":"news","newsList":[{"id":"2555920060","title":"智能音箱概念盘中跳水,中科蓝讯跌0.44%","url":"https://stock-news.laohu8.com/highlight/detail?id=2555920060","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2555920060?lang=zh_cn&edition=full","pubTime":"2025-07-30 13:40","pubTimestamp":1753854022,"startTime":"0","endTime":"0","summary":"07月30日,智能音箱概念盘中跳水,截至13点40分,智能音箱概念整体指数下跌1.01%,报2160.890点。从个股上来看,该概念的成分股中,中科蓝讯跌0.44%,芯原股份、瑞芯微、歌尔股份跌幅居前。从资金上来看,截止发稿,智能音箱概念主力净流入为-4.74亿,其中北京君正受到资金热捧,主力净流入1.03亿;拉长时间线来看,该板块近20日主力资金净流入-112.49亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250730134022a6c90c58&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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09:56","pubTimestamp":1753754200,"startTime":"0","endTime":"0","summary":"07月29日,智能音箱概念盘中跳水,截至09点56分,智能音箱概念整体指数下跌1.01%,报2154.770点。从个股上来看,该概念的成分股中,紫建电子跌0.34%,北京君正、瑞芯微、中科蓝讯跌幅居前。从资金上来看,截止发稿,智能音箱概念主力净流入为-8.39亿,其中协创数据受到资金热捧,主力净流入1411.63万;拉长时间线来看,该板块近20日主力资金净流入-107.51亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250729095640a6c6d50e&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250729095640a6c6d50e&s=b","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":"tencent","symbols":["301121","688332","603893","BK0224","BK0214"],"gpt_icon":0},{"id":"2553425095","title":"豆包概念盘中拉升,中科蓝讯涨3.16%","url":"https://stock-news.laohu8.com/highlight/detail?id=2553425095","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2553425095?lang=zh_cn&edition=full","pubTime":"2025-07-21 14:16","pubTimestamp":1753078610,"startTime":"0","endTime":"0","summary":"07月21日,豆包概念盘中拉升,截至14点16分,豆包概念整体指数上涨1.00%,报940.650点。从个股上来看,该概念的成分股中,中科蓝讯涨3.16%,居然智家、中科创达、乐鑫科技涨幅居前。从资金上来看,截止发稿,豆包概念概念主力净流入为1748.33万,其中居然智家受到资金热捧,主力净流入3026.56万;拉长时间线来看,该板块近20日主力资金净流入-4.19亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721141650a6b72552&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250721141650a6b72552&s=b","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":"tencent","symbols":["688332","BK0231","688018","BK0214"],"gpt_icon":0},{"id":"2552179264","title":"上交所一天受理两IPO 国产GPU有望扩容","url":"https://stock-news.laohu8.com/highlight/detail?id=2552179264","media":"证券市场周刊","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2552179264?lang=zh_cn&edition=full","pubTime":"2025-07-17 08:57","pubTimestamp":1752713820,"startTime":"0","endTime":"0","summary":"另外,从细分市场上看,GPU的市场增长速度最快,其市场份额预计将从2024年的69.90%上升至2029年的77.30%。这一高速增长趋势为摩尔线程、沐曦股份等国产GPU企业提供了广阔的发展机遇。沐曦股份主营业务与摩尔线程相近,其主要产品包括训练一体GPU、智算推理GPU以及图形渲染GPU。据招股说明书,公司主要收入来自训练一体GPU产品,2024年,训练一体GPU板卡收入为3.13亿元,占当期营业收入的比重为97.55%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071708591697a90e97&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071708591697a90e97&s=b","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":"tencent","symbols":["159982","688041","688256","LU2328871848.SGD","SGXZ49509284.SGD","688332","LU1969619763.USD","SGXZ81163826.USD","BK0214"],"gpt_icon":0},{"id":"2551111591","title":"豆包概念盘中拉升,中科蓝讯涨2.38%","url":"https://stock-news.laohu8.com/highlight/detail?id=2551111591","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2551111591?lang=zh_cn&edition=full","pubTime":"2025-07-16 09:38","pubTimestamp":1752629938,"startTime":"0","endTime":"0","summary":"07月16日,豆包概念盘中拉升,截至09点38分,豆包概念整体指数上涨0.56%,报919.780点。从个股上来看,该概念的成分股中,中科蓝讯涨2.38%,实丰文化、居然智家、中科创达涨幅居前。从资金上来看,截止发稿,豆包概念概念主力净流入为-1405.47万,其中中科创达受到资金热捧,主力净流入732.57万;拉长时间线来看,该板块近20日主力资金净流入-4.76亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250716093858a44d777a&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250716093858a44d777a&s=b","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":"tencent","symbols":["BK0214","688332"],"gpt_icon":0},{"id":"2550835506","title":"电子行业2025年中期投资策略:行业供需弱平衡 关注AI与国产化机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2550835506","media":"东海证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2550835506?lang=zh_cn&edition=full","pubTime":"2025-07-09 00:00","pubTimestamp":1751990400,"startTime":"0","endTime":"0","summary":"结合全球半导体随着AI发展出现,全球终端需求出现弱复苏;AI眼镜等新产品或将大幅增长,上游零组件或将受益量价齐升。AI 产业快速增长,带动了诸多例如算力芯片、光模块、高端存储等多个上游产业快速发展,我国部分企业充分享受AI时代高速发展与国产替代高速发展的红利。AI产业的发展,给云端与端侧均带来了发展机遇。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250709150719a69ec52f&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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09:37","pubTimestamp":1751852269,"startTime":"0","endTime":"0","summary":"07月07日,豆包概念盘中跳水,截至09点37分,豆包概念整体指数下跌0.51%,报879.600点。从个股上来看,该概念的成分股中,乐鑫科技跌0.95%,居然智家、中科创达、中科蓝讯跌幅居前。从资金上来看,截止发稿,豆包概念概念主力净流入为-6772.38万,其中中科蓝讯受到资金热捧,主力净流入41.65万;拉长时间线来看,该板块近20日主力资金净流入-6.21亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250707093749a699db22&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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12:52","pubTimestamp":1751691153,"startTime":"0","endTime":"0","summary":"天眼查资料显示,深圳市中科蓝讯科技股份有限公司,成立于2016年,位于深圳市,是一家以从事计算机、通信和其他电子设备制造业为主的企业。通过天眼查大数据分析,深圳市中科蓝讯科技股份有限公司共对外投资了7家企业,参与招投标项目3次,财产线索方面有商标信息50条,专利信息282条,此外企业还拥有行政许可17个。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250705130416979ab619&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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19:28","pubTimestamp":1751628535,"startTime":"0","endTime":"0","summary":"7月4日,中科蓝讯今日收盘100.1元,下跌2.97%,滚动市盈率PE达到41.61倍,总市值120.72亿元。从行业市盈率排名来看,公司所处的半导体行业市盈率平均99.96倍,行业中值67.02倍,中科蓝讯排名第70位。股东方面,截至2025年3月31日,中科蓝讯股东户数14987户,较上次增加1480户,户均持股市值35.28万元,户均持股数量2.76万股。深圳市中科蓝讯科技股份有限公司的主营业务是无线音频SoC芯片的研发、设计与销售。","market":"sh","thumbnail":"","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.jrj.com.cn/2025/07/04192851495423.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":"jinrongjie_stock","symbols":["688332","BK0214"],"gpt_icon":0},{"id":"2548648243","title":"电子行业AI系列专题报告(四)-AI智能眼镜:AI应用落地新载体","url":"https://stock-news.laohu8.com/highlight/detail?id=2548648243","media":"平安证券股份有...","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2548648243?lang=zh_cn&edition=full","pubTime":"2025-07-04 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DRAM制程时代。美光在本季完成多项关键产品里程碑,包括首批基于1γ制程的LPDDR5DRAM认证样品出货。Mehrotra强调,将在所有DRAM产品在线导入1γ制程,发挥此领先技术的最大效益。虽然美光尚未透露有多少层使用EUV技术,但推测可能主要用于原本需繁复多重曝光的关键层。美光已在日本启用首台EUV设备,并开始量产1γ DRAM,未来也将在日本与中国台湾扩大EUV DRAM产能。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250703073812a72b5c06&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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新注册了《中科蓝讯TYPE-C多通道产测系统V1.0.0》项目的软件著作权。今年以来中科蓝讯新注册软件著作权1个,较去年同期减少了50%。结合公司2024年年报财务数据,2024年公司在研发方面投入了1.62亿元,同比减1.19%。通过天眼查大数据分析,深圳市中科蓝讯科技股份有限公司共对外投资了5家企业,参与招投标项目3次;财产线索方面有商标信息63条,专利信息287条,著作权信息40条;此外企业还拥有行政许可17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/RB2025070300001600.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","688332"],"gpt_icon":0},{"id":"2548492858","title":"豆包概念盘中跳水,乐鑫科技跌3.72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2548492858","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2548492858?lang=zh_cn&edition=full","pubTime":"2025-07-02 10:36","pubTimestamp":1751423779,"startTime":"0","endTime":"0","summary":"07月02日,豆包概念盘中跳水,截至10点36分,豆包概念整体指数下跌1.03%,报883.990点。从个股上来看,该概念的成分股中,乐鑫科技跌3.72%,天娱数科、蜂助手、德生科技跌幅居前。从资金上来看,截止发稿,豆包概念概念主力净流入为-4196.42万,其中中科蓝讯受到资金热捧,主力净流入3950.42万;拉长时间线来看,该板块近20日主力资金净流入-3.97亿。(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。股市有风险,请谨慎决策。)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250702103619a4ca18d0&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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09:52","pubTimestamp":1751421150,"startTime":"0","endTime":"0","summary":"中科蓝讯股价今日大幅上涨,最新价报108.60元/股,涨幅达5.02%,创近两个月新高。资金博弈与估值分歧共振中科蓝讯近期净流入与资金面博弈密切相关。半导体板块6月25日获主力增仓15.44亿元,但资金向头部企业集中引发虹吸效应,部分投资者选择兑现中科蓝讯阶段涨幅。技术突破与供应链卡位共振中长期看,中科蓝讯在TWS芯片领域的技术突破成为重要看点。尽管2025年一季度净利润同比下滑18.21%,但当前72.94倍动态市盈率隐含市场对产品结构升级的期待。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250702095238a72971d3&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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07月01日在投资者关系平台上答复投资者关心的问题。为强化公司在半导体核心领域的战略布局并赋能长期发展,公司基于对行业趋势的深度研判与严格筛选机制,围绕GPU、AI及先进封装测试等高成长性领域,进行了前瞻性投资布局。","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/RB2025070100021132.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":["688332","BK0214"],"gpt_icon":0},{"id":"2547905674","title":"晨会纪要","url":"https://stock-news.laohu8.com/highlight/detail?id=2547905674","media":"平安证券股份有...","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2547905674?lang=zh_cn&edition=full","pubTime":"2025-06-30 00:00","pubTimestamp":1751212800,"startTime":"0","endTime":"0","summary":"整车方面,看好在高端化方面具备明显品牌特色并具备较高盈利潜力的车企,推荐理想汽车、赛力斯、长城汽车、小米集团,推荐高分红标的宇通客车。WSTS预测全球半导体市场2025年预计以11.2%增速增至7008.74亿美元;2026年市场将再增8.5%至7607亿美元。我们认为,2025年,在AIGC和消费类下游需求向好的加持下,半导体行业将继续向好,同时我国半导体产业国产化替代进程有望进一步提速,建议关注AI+自主可控的投资机会,尤其是后续国产化替代空间较大的领域。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250630135236979430a6&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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