688385 复旦微电
已收盘 07-03 15:00:01
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每周股票复盘：复旦微电（688385）拟每股派现0.058元
证券之星 · 01:40
每周股票复盘：复旦微电（688385）拟每股派现0.058元
复旦微电：公司严格按照国家税收法律法规及政策执行税务管理
证券之星 · 07-03 17:36
复旦微电：公司严格按照国家税收法律法规及政策执行税务管理
复旦微电：目前复芯凡高与国盛投资正在有序推进双方的股权转让工作
证券之星 · 07-03 17:36
复旦微电：目前复芯凡高与国盛投资正在有序推进双方的股权转让工作
复旦微电：公司产品品类丰富，主要包括FPGA芯片、安全与识别芯片、非挥发存储器、智能电表芯片等
证券之星 · 07-03 17:33
复旦微电：公司产品品类丰富，主要包括FPGA芯片、安全与识别芯片、非挥发存储器、智能电表芯片等
复旦微电（688385）披露2025年年度权益分派实施公告，6月30日股价上涨4.78%
证券之星 · 06-30
复旦微电（688385）披露2025年年度权益分派实施公告，6月30日股价上涨4.78%
港股半导体板块午后震荡走强，兆易创新涨超14%，华虹宏力涨超8%，中芯国际涨超5%，上海复旦、澜起科技等跟涨。
智通财经 · 06-29
港股半导体板块午后震荡走强，兆易创新涨超14%，华虹宏力涨超8%，中芯国际涨超5%，上海复旦、澜起科技等跟涨。
每周股票复盘：复旦微电（688385）第一大股东拟变更为国盛投资
证券之星 · 06-28
每周股票复盘：复旦微电（688385）第一大股东拟变更为国盛投资
复旦微电（688385）披露持股5%以上股东签署《股份转让协议之补充协议》暨公司第一大股东拟发生变更进展公告，6月26日股价上涨0.74%
证券之星 · 06-26
复旦微电（688385）披露持股5%以上股东签署《股份转让协议之补充协议》暨公司第一大股东拟发生变更进展公告，6月26日股价上涨0.74%
港股半导体股震荡反弹
第一财经 · 06-23
港股半导体股震荡反弹
每周股票复盘：复旦微电（688385）推算力达128TOPS的FPI芯片
证券之星 · 06-14
每周股票复盘：复旦微电（688385）推算力达128TOPS的FPI芯片
复旦微电：部分产品如工业级非挥发性存储器等价格有所上升
证券之星 · 06-12
复旦微电：部分产品如工业级非挥发性存储器等价格有所上升
半导体板块早盘普涨 天数智芯(09903)涨8.98% 地缘风险降温致隔夜美股半导体板块反弹
金吾财讯 · 06-09
半导体板块早盘普涨 天数智芯(09903)涨8.98% 地缘风险降温致隔夜美股半导体板块反弹
半导体板块深度回调 芯智控股(02166)跌7.09% 桥水创始人料AI赛道已经显现泡沫特征
金吾财讯 · 06-08
半导体板块深度回调 芯智控股(02166)跌7.09% 桥水创始人料AI赛道已经显现泡沫特征
【机构调研记录】朱雀基金调研复旦微电
证券之星 · 06-08
【机构调研记录】朱雀基金调研复旦微电
【机构调研记录】天弘基金调研鸿路钢构、复旦微电
证券之星 · 06-08
【机构调研记录】天弘基金调研鸿路钢构、复旦微电
复旦微电：中信证券、朱雀基金等多家机构于6月3日调研我司
证券之星 · 06-05
复旦微电：中信证券、朱雀基金等多家机构于6月3日调研我司
复旦微电：FPGA系列芯片为卫星通信下游客户提供国产化解决方案
证券之星 · 06-05
复旦微电：FPGA系列芯片为卫星通信下游客户提供国产化解决方案
复旦微电：以技术创新为根本，通过构建平台化研发体系、优化流程管理，推动技术迭代与产品谱系拓展
证券之星 · 06-05
复旦微电：以技术创新为根本，通过构建平台化研发体系、优化流程管理，推动技术迭代与产品谱系拓展
复旦微电：公司经营情况稳健
证券之星 · 06-05
复旦微电：公司经营情况稳健
【机构调研记录】交银施罗德基金调研复旦微电
证券之星 · 06-03
【机构调研记录】交银施罗德基金调研复旦微电
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公司概况
公司名称：
上海复旦微电子集团股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2021-08-04
主营业务：
上海复旦微电子集团股份有限公司的主营业务是超大规模集成电路的设计、开发、测试。公司的主要产品是安全与识别芯片、非挥发性存储器、智能电表芯片、FPGA及其他产品、集成电路测试服务。截至报告期末，公司拥有境内外发明专利225项、实用新型专利23项、外观设计专利4项、计算机软件著作权372项；集成电路布图设计登记证书192项。报告期内，公司荣获全国工业和信息化系统“先进集体”称号，受到工信部和上海市经信委的表彰。
发行价格：
6.23
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01:40","pubTimestamp":1783186820,"startTime":"0","endTime":"0","summary":"截至2026年7月3日收盘，复旦微电报收于68.72元，较上周的64.3元上涨6.87%。本周，复旦微电7月1日盘中最高价报73.72元。复旦微电当前最新总市值566.06亿元，在半导体板块市值排名57/176，在两市A股市值排名383/5203。本周关注点公司公告汇总：复旦微电拟每股派发现金红利0.058元（含税），股权登记日为2026年7月3日。本次利润分配以公司总股本823,719,250股为基数，合计派发现金红利47,775,716.50元。A股股东红利由中国结算上海分公司派发，H股股东不适用本公告。","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/RB2026070500000331.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":["688385","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648657014","title":"复旦微电：公司严格按照国家税收法律法规及政策执行税务管理","url":"https://stock-news.laohu8.com/highlight/detail?id=2648657014","media":"证券之星","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648657014?lang=zh_cn&edition=full","pubTime":"2026-07-03 17:36","pubTimestamp":1783071389,"startTime":"0","endTime":"0","summary":"证券之星消息，复旦微电07月03日在投资者关系平台上答复投资者关心的问题。公司未来是否会加强税务管理以缓解潜在的税务风险？公司严格按照国家税收法律法规及政策执行税务管理。公司所从事的集成电路设计及集成电路测试相关业务受到国家产业政策的鼓励和支持，公司作为高新技术企业享受优惠税收政策支持。公司未来将继续依法履行纳税义务，感谢您对公司的关注，谢谢！","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/RB2026070300032501.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","688385"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648892650","title":"复旦微电：目前复芯凡高与国盛投资正在有序推进双方的股权转让工作","url":"https://stock-news.laohu8.com/highlight/detail?id=2648892650","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648892650?lang=zh_cn&edition=full","pubTime":"2026-07-03 17:36","pubTimestamp":1783071379,"startTime":"0","endTime":"0","summary":"证券之星消息，复旦微电07月03日在投资者关系平台上答复投资者关心的问题。对股价造成非常严重的影响。目前复芯凡高与国盛投资正在有序推进双方的股权转让工作。复旦复控为支持ETF市场发展以及上海国资国企改革，合规参与换购证券投资基金份额。公司会持续加强与投资者的沟通工作，稳定市场预期。","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/RB2026070300032485.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":["688385","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648650899","title":"复旦微电：公司产品品类丰富，主要包括FPGA芯片、安全与识别芯片、非挥发存储器、智能电表芯片等","url":"https://stock-news.laohu8.com/highlight/detail?id=2648650899","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648650899?lang=zh_cn&edition=full","pubTime":"2026-07-03 17:33","pubTimestamp":1783071231,"startTime":"0","endTime":"0","summary":"证券之星消息，复旦微电(688385)07月03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：1000人研发人力对应薪资就是10亿，真正用到产品上资金又有多少？ID卡？这种无任何技术含量的产品。上市所筹措资金有无真正投入到研发，解决国家相关的需求！资金流向是否合规。不然牛市被市场所抛弃！大股东减持之急迫！复旦微电回复：您好！公司产品品类丰富，主要包括FPGA芯片、安全与识别芯片、非挥发存储器、智能电表芯片等。公司持续以研发创新作为核心竞争力，感谢您的建议，谢谢！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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17:43","pubTimestamp":1782812583,"startTime":"0","endTime":"0","summary":"截至2026年6月30日收盘，复旦微电报收于71.29元，较前一交易日上涨4.78%，最新总市值为587.23亿元。该股当日开盘69.0元，最高71.53元，最低66.98元，成交额达22.02亿元，换手率为5.86%。近日，公司发布《2025年年度权益分派实施公告》。股权登记日为2026年7月3日，除权（息）日为2026年7月6日，现金红利发放日为2026年7月6日。本次权益分派不涉及差异化分红送转。","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/RB2026063000032757.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":["688385","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647013325","title":"港股半导体板块午后震荡走强，兆易创新涨超14%，华虹宏力涨超8%，中芯国际涨超5%，上海复旦、澜起科技等跟涨。","url":"https://stock-news.laohu8.com/highlight/detail?id=2647013325","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647013325?lang=zh_cn&edition=full","pubTime":"2026-06-29 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01:14","pubTimestamp":1782580453,"startTime":"0","endTime":"0","summary":"截至2026年6月26日收盘，复旦微电报收于64.3元，较上周的60.0元上涨7.17%。本周，复旦微电6月26日盘中最高价报66.49元。复旦微电当前最新总市值529.65亿元，在半导体板块市值排名59/174，在两市A股市值排名402/5206。因公司完成限制性股票归属，总股本变更为823,719,250股，转让股份占比由12.99%调整为12.96%。股份转让最晚完成日由2026年6月30日延长至2026年10月31日。本次转让后国盛投资将成为公司第一大股东，公司仍无控股股东和实际控制人。","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/RB2026062800000105.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":["688385","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646560363","title":"复旦微电（688385）披露持股5%以上股东签署《股份转让协议之补充协议》暨公司第一大股东拟发生变更进展公告，6月26日股价上涨0.74%","url":"https://stock-news.laohu8.com/highlight/detail?id=2646560363","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646560363?lang=zh_cn&edition=full","pubTime":"2026-06-26 22:05","pubTimestamp":1782482730,"startTime":"0","endTime":"0","summary":"截至2026年6月26日收盘，复旦微电报收于64.3元，较前一交易日上涨0.74%，最新总市值为529.65亿元。近日，复旦微电发布《关于持股5%以上股东签署〈股份转让协议之补充协议〉暨公司第一大股东拟发生变更进展公告》。公告显示，2026年6月26日，公司持股5%以上股东复芯凡高与国盛投资签署《股份转让协议之补充协议》，对原协议的标的股份比例、交易价款及完成日期进行调整。","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/RB2026062600045116.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":["BK0214","688385"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645213004","title":"港股半导体股震荡反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=2645213004","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2645213004?lang=zh_cn&edition=full","pubTime":"2026-06-23 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01:32","pubTimestamp":1781371934,"startTime":"0","endTime":"0","summary":"截至2026年6月12日收盘，复旦微电报收于53.07元，较上周的55.63元下跌4.6%。本周，复旦微电6月12日盘中最高价报55.27元。6月8日盘中最低价报51.2元。复旦微电当前最新总市值437.15亿元，在半导体板块市值排名58/173，在两市A股市值排名464/5206。本周关注点来自机构调研要点：公司推出算力从4TOPS至128TOPS的FPI芯片，应用于智慧安防、智慧工业等领域。来自机构调研要点：公司采用2.5D先进封装提升FPGA芯片性能，满足高性能计算需求。","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/RB2026061400000297.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":["688385","159813","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642126418","title":"复旦微电：部分产品如工业级非挥发性存储器等价格有所上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2642126418","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642126418?lang=zh_cn&edition=full","pubTime":"2026-06-12 18:09","pubTimestamp":1781258947,"startTime":"0","endTime":"0","summary":"证券之星消息，复旦微电(688385)06月12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：公司产品今年涨价了吗复旦微电回复：您好！公司产品品类较多，受当前集成电路行业景气度波动上升影响，公司部分产品，如工业级非挥发性存储器等价格有所上升，营收增长较快，盈利能力提升。谢谢！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","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/RB2026061200028700.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","688385"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642721456","title":"半导体板块早盘普涨 天数智芯(09903)涨8.98% 地缘风险降温致隔夜美股半导体板块反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=2642721456","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2642721456?lang=zh_cn&edition=full","pubTime":"2026-06-09 11:20","pubTimestamp":1780975224,"startTime":"0","endTime":"0","summary":"金吾财讯 | 半导体板块早盘普涨，康特隆 涨 123.21%，纳芯微 涨 8.92%，天数智芯 涨 8.98%，云英谷科技 涨 7.52%，澜起科技 涨 4.26%，上海复旦 涨 3.06%，中芯国际 涨 2.48%，国民技术 涨 2.41%，华虹宏力 涨 2.33%。同时，黄仁勋明确反驳了市场关于“AI基础设施投资见顶”的担忧，他指出，全球AI基础设施的建设依然处于早期阶段，“人工智能将成为全球的基础设施，这已是毋庸置疑的事实，就像当年互联网成为全球基础设施一样。”","market":"hk","thumbnail":"https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983341","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":null,"symbols":["LU1868836757.USD","LU0011850046.USD","LU1989772923.USD","LU0052750758.USD","LU2403377893.USD","SG9999001424.SGD","LU2420271590.USD","LU0792757196.USD","IE0034224299.USD","LU0289739343.SGD","LU0048584097.USD","LU2100268510.USD","BK4141","LU3102509885.SGD","BK4585","LU0859254822.USD","SG9999014898.SGD","LU1152091168.USD","DIPS","LU1721428933.USD","LU0820561909.HKD","BK4532","LU1037948897.HKD","IE00BZ199S13.USD","LU2417539215.USD","LU2430703095.HKD","NVDA","BK4588","HK0000914686.HKD","MUD","LU0444971666.USD","IE00B3SWFQ91.USD","LU2413666426.HKD","BK4581","LU1066051498.USD","LU2065170008.USD","SGXZ81514606.USD","HK0000306701.USD","LU1116320737.USD","IE00BMPRXR70.SGD","03310","LU0289961442.SGD","IE0001KFT4U8.USD","LU0061475181.USD","LU1153585028.USD","LU1496350171.SGD","LU2552382132.HKD","LU1923622291.USD","688052","LU1642822529.SGD","LU0823421333.USD","LU0107464264.USD","LU1923623000.USD","LU0683600562.USD","LU0289960550.SGD","LU1261432733.SGD","LU0310800379.SGD","IE00BJJMRX11.SGD","LU1960683339.HKD","IE00BKPKM429.USD","LU1934455863.HKD","LU1171460220.USD","SG9999014575.USD","IE00B19Z9505.USD","LU1429558221.USD","LU0154236417.USD","IE00B3M56506.USD","SGXZ51526630.SGD","IE00BJTD4V19.USD","BK4614","LU0511384066.AUD","2NVD.UK","LU1974910355.USD","LU0345769631.USD","LU2191332357.HKD","LU1934455277.USD","LU1791710400.SGD","LU1861215975.USD","BK4575","LU0133085943.USD","LU1267930813.SGD","LU2413666699.HKD","LU0868494708.USD","IE00BJJMRY28.SGD","SG9999015952.SGD","NVDD","LU0345770308.USD","LU2065171311.SGD","GB00BDT5M118.USD","LU2236285917.USD","LU1720051017.SGD","BK1167","LU0823421416.USD","IE0005OL40V9.USD","IE00BDRTCR15.USD","LU0211327993.USD","LU0708994859.HKD","SFDMY","LU1267930730.SGD","LU2860962120.EUR","NVD3.UK","SG9999015978.USD","LU1935042488.USD","LU2250418816.HKD","01385","BK4548","LU0787776722.HKD","LU2054465674.USD","LU0094547139.USD","LU1551013425.SGD","LU1992135399.USD","LU2028103732.USD","SG9999006597.SGD","LU0127658192.USD","02676","LU0320765059.SGD","IE00BMPRXQ63.HKD","BK4550","LU0348723411.USD","BK1610","LU0354030511.USD","LU0234570918.USD","LU1935042215.USD","LU2543165471.USD","LU2360032135.SGD","SG9999014567.USD","LU1623119135.USD","BK1163","LU0198837287.USD","LU2360107168.USD","HK0000320264.USD","LU2471134952.CNY","LU0942090050.USD","LU1244550577.SGD","LU2168564495.EUR","LU0251132253.USD","LU0079474960.USD","LU2089985449.USD","LU0215105999.USD","HK0000914660.USD","IE00BJLML261.HKD","LU2048586759.USD","LU2272731782.SGD","LU0057025933.USD","LU2491049909.HKD","LU0353189680.USD","LU2954938101.SGD","LU2023250330.USD","LU1815336760.USD","LU0672654240.SGD","LU0187121727.USD","09903","LU1066051225.USD","IE000YTNTUN2.SGD","LU1145028129.USD","LU1868837300.USD","LU2168564065.EUR","BK4592","IE0034235303.USD","LU2433249047.HKD","LU0964807845.USD","LU2063271972.USD","LU1366192091.USD","LU0265550359.USD","HK0000306685.HKD","LU0234572021.USD","IE0009G5SDU7.USD","LU0823434583.USD","LU0494093205.USD","LU1037948541.HKD","LU1674673428.USD","LU0203347892.USD","LU0081259029.USD","IE00BDCRKT87.USD","SG9999002232.USD","LU1242518931.SGD","BK4553","LU2592432038.USD","LU2360106780.USD","BK4587","LU1791710582.SGD","BK4554","LU2249611893.SGD","IE00B19Z3B42.SGD","LU2896262040.SGD","LU0557290698.USD","LU0067412154.USD","LU2106854487.HKD","IE00B7SZLL34.SGD","BK4529","SNVD.UK","IE000ITXATA3.USD","LU2077746001.SGD","LU0889566641.SGD","LU0080751232.USD","07788","LU0820562030.AUD","LU1718418525.SGD","LU0321505439.SGD","LU0965509101.SGD","NVDU","LU0238689110.USD","LU0070217475.USD","LU0029864427.USD","LU2211815571.USD","LU1934455194.USD","IE00B19Z8W00.USD","LU2237957902.USD","LU2087625088.SGD","IE0004091025.USD","LU0097036916.USD","BK1526","LU0345770993.USD","LU1803068979.SGD","LU1814569148.SGD","IE0002270589.USD","LU2637965513.SGD","LU0345769128.USD","LU2322448957.HKD","LU2462591277.SGD","LU2237438978.USD","MUU","LU2047632596.USD","LU1699723380.USD","LU2746668974.SGD","NVD2.UK","LU1868836914.USD","688981","SG9999015945.SGD","LU2125909593.SGD","NVDW","IE0004445015.USD","LU2473716301.USD","LU2097344357.USD","LU2471134879.HKD","LU0096362180.USD","LU1807302812.USD","LU2456880835.USD","IE00B4JS1V06.HKD","LU0128525929.USD","LU2279858448.HKD","01347","BK4567","LU0823414478.USD","LU2092937148.SGD","LU0642271901.SGD","LU2462591350.SGD","LU0788109477.HKD","LU0149725797.USD","LU1951200564.SGD","LU2290526834.HKD","LU24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芯智控股(02166)跌7.09% 桥水创始人料AI赛道已经显现泡沫特征","url":"https://stock-news.laohu8.com/highlight/detail?id=2641317798","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641317798?lang=zh_cn&edition=full","pubTime":"2026-06-08 09:53","pubTimestamp":1780883582,"startTime":"0","endTime":"0","summary":"桥水基金创始人瑞达利欧认为当前人工智能赛道已经显现泡沫特征，该泡沫后续终将迎来破裂。英伟达高管则持有不同看法，认为布局 AI 领域的投资者有望收获高额回报，双方观点形成明显分歧。达利欧指出，泡沫破裂往往发生在投资进入回报兑现阶段，当前市场已开始聚焦 AI 企业实际盈利能力，行业正逐步走向财富变现的关键节点，这也是潜在风险发酵的主要原因。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983219","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":null,"symbols":["00595","BK1607","LU0880133367.SGD","BK1163","BK1162","02701","BK1526","603501","06809","LU1813983027.USD","LU1960683339.HKD","LU0359202008.SGD","LU1152091168.USD","06939","LU2039709279.SGD","LU2279858448.HKD","688347","603986","688385","LU1152091754.HKD","LU0359201612.USD","LU0052750758.USD","02577","BK1589","LU0320764599.SGD","LU0067412154.USD","LU1328277881.USD","01347","BK1610","LU1807302812.USD","SG9999006597.SGD","00501","LU0359201885.HKD","BK1614","300077","LU1008478684.HKD","LU1023057109.AUD","688008","688981","02166","BK1587","SFDMY","LU0708995583.HKD","01385","LU1171460220.USD","00981","IE0034224299.USD","03986","LU0314109678.HKD","LU1993786604.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641859174","title":"【机构调研记录】朱雀基金调研复旦微电","url":"https://stock-news.laohu8.com/highlight/detail?id=2641859174","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641859174?lang=zh_cn&edition=full","pubTime":"2026-06-08 08:01","pubTimestamp":1780876912,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及6月5日披露的机构调研信息，朱雀基金近期对1家上市公司进行了调研，相关名单如下：1）复旦微电 复旦微电2026年一季报显示，一季度公司主营收入10.32亿元，同比上升16.23%；归母净利润1.48亿元，同比上升8.91%；扣非净利润1.44亿元，同比上升8.31%；负债率24.89%，投资收益2.27万元，财务费用1055.55万元，毛利率55.27%。旗下最近一年表现最佳的公募基金产品为朱雀碳中和三年持有混合发起，最新单位净值为1.12，近一年增长38.38%。","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/RB2026060800000238.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":["688385","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641917480","title":"【机构调研记录】天弘基金调研鸿路钢构、复旦微电","url":"https://stock-news.laohu8.com/highlight/detail?id=2641917480","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641917480?lang=zh_cn&edition=full","pubTime":"2026-06-08 08:01","pubTimestamp":1780876907,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及6月5日披露的机构调研信息，天弘基金近期对2家上市公司进行了调研，相关名单如下：1）鸿路钢构 鸿路钢构2026年一季报显示，一季度公司主营收入52.42亿元，同比上升8.87%；归母净利润1.48亿元，同比上升8.07%；扣非净利润1.4亿元，同比上升21.65%；负债率64.48%，投资收益-163.76万元，财务费用8331.18万元，毛利率9.85%。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/RB2026060800000230.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":["LU1688375341.USD","002541","688385","BK0256","BK0214","SGXZ81163826.USD","SGXZ49509284.SGD","BK0180","BK0028","BK0120"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641127551","title":"复旦微电：中信证券、朱雀基金等多家机构于6月3日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2641127551","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641127551?lang=zh_cn&edition=full","pubTime":"2026-06-05 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