688521 芯原股份
已收盘 05-27 15:00:01
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5月27日芯原股份跌5.15%,科创50ETF华夏基金重仓该股
证券之星 · 05-27 16:29
5月27日芯原股份跌5.15%,科创50ETF华夏基金重仓该股
每周股票复盘:芯原股份(688521)AI算力订单占新签总额91.37%
证券之星 · 05-24
每周股票复盘:芯原股份(688521)AI算力订单占新签总额91.37%
5月21日芯原股份跌7.21%,科创50ETF华夏基金重仓该股
证券之星 · 05-21
5月21日芯原股份跌7.21%,科创50ETF华夏基金重仓该股
芯原股份涨15.57%,国金证券二个月前给出“买入”评级,目前股价已超目标价
证券之星 · 05-19
芯原股份涨15.57%,国金证券二个月前给出“买入”评级,目前股价已超目标价
每周股票复盘:芯原股份(688521)现折价17.99%大宗交易
证券之星 · 05-17
每周股票复盘:芯原股份(688521)现折价17.99%大宗交易
5月11日芯原股份现1笔折价17.99%的大宗交易 合计成交570.18万元
证券之星 · 05-11
5月11日芯原股份现1笔折价17.99%的大宗交易 合计成交570.18万元
每周股票复盘:芯原股份(688521)发生大宗交易成交3422万元
证券之星 · 05-10
每周股票复盘:芯原股份(688521)发生大宗交易成交3422万元
5月8日芯原股份发生1笔大宗交易 成交金额3422万元
证券之星 · 05-08
5月8日芯原股份发生1笔大宗交易 成交金额3422万元
全线暴涨!增长太猛了
格隆汇 · 05-06
全线暴涨!增长太猛了
芯原股份(688521)披露2025年年度股东会决议公告,5月6日股价下跌0.81%
证券之星 · 05-06
芯原股份(688521)披露2025年年度股东会决议公告,5月6日股价下跌0.81%
每周股票复盘:芯原股份(688521)一季报营收增114.47%
证券之星 · 05-02
每周股票复盘:芯原股份(688521)一季报营收增114.47%
4月30日芯原股份(688521)龙虎榜数据:机构净买入3.35亿元,北向资金净买入3.64亿元
证券之星 · 04-30
4月30日芯原股份(688521)龙虎榜数据:机构净买入3.35亿元,北向资金净买入3.64亿元
芯原股份(688521)3月31日股东户数4.5万户,较上期增加15.69%
证券之星 · 04-30
芯原股份(688521)3月31日股东户数4.5万户,较上期增加15.69%
芯原股份涨20.00%,国金证券一个月前给出“买入”评级,目标价285.15元
证券之星 · 04-30
芯原股份涨20.00%,国金证券一个月前给出“买入”评级,目标价285.15元
4月30日芯原股份(688521)涨停分析:AI订单爆发、H股落地驱动
证券之星 · 04-30
4月30日芯原股份(688521)涨停分析:AI订单爆发、H股落地驱动
寒武纪、芯原股份双双20CM涨停,科创芯片指数涨超7%
每日经济新闻 · 04-30
寒武纪、芯原股份双双20CM涨停,科创芯片指数涨超7%
音频 | 格隆汇4.30盘前要点—港A美股你需要关注的大事都在这
格隆汇 · 04-30
音频 | 格隆汇4.30盘前要点—港A美股你需要关注的大事都在这
图解芯原股份一季报:第一季度单季净利润同比下降54.69%
证券之星 · 04-30
图解芯原股份一季报:第一季度单季净利润同比下降54.69%
芯原股份(688521.SH):1月1日至4月29日新签订单金额提升至82.4亿元 AI算力相关订单占比超九成
智通财经 · 04-30
芯原股份(688521.SH):1月1日至4月29日新签订单金额提升至82.4亿元 AI算力相关订单占比超九成
芯原股份涨5.83%,国金证券一个月前给出“买入”评级,目标价285.15元
证券之星 · 04-27
芯原股份涨5.83%,国金证券一个月前给出“买入”评级,目标价285.15元
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公司概况
公司名称:
芯原微电子(上海)股份有限公司
所属行业:
软件和信息技术服务业
上市日期:
2020-08-18
主营业务:
芯原微电子(上海)股份有限公司的主营业务是依托自主半导体IP,为客户提供平台化、全方位、一站式芯片定制服务和半导体IP授权服务。公司的主要产品是一站式芯片定制服务、半导体IP授权服务。报告期内,公司新增151件发明专利申请、24件商标注册申请、36件集成电路布图设计登记申请,共获得39件发明专利授权、15件商标注册核准、15件集成电路布图设计专有权授权。截至报告期末,公司累计获得有效授权知识产权为240件发明专利、3件实用新型专利、2件外观设计专利、12件软件著作权、151件商标及273件集成电路布图设计专有权。
发行价格:
38.53
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02:02","pubTimestamp":1779559337,"startTime":"0","endTime":"0","summary":"截至2026年5月22日收盘,芯原股份报收于275.75元,较上周的252.6元上涨9.16%。本周,芯原股份5月21日盘中最高价报303.55元,股价触及近一年最高点。芯原股份当前最新总市值1450.21亿元,在半导体板块市值排名18/173,在两市A股市值排名130/5206。2026年初至2026年4月29日,公司新签订单金额82.40亿元,其中AI算力相关订单占比91.37%,预计未来AI算力相关领域的客户需求将驱动公司业绩增长。","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/RB2026052400000404.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","SGXZ81163826.USD","BK0231","688521"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637913385","title":"5月21日芯原股份跌7.21%,科创50ETF华夏基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2637913385","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637913385?lang=zh_cn&edition=full","pubTime":"2026-05-21 16:37","pubTimestamp":1779352653,"startTime":"0","endTime":"0","summary":"证券之星消息,5月21日芯原股份跌7.21%创60日新高,收盘报273.54元,换手率4.53%,成交量23.81万手,成交额68.76亿元。重仓芯原股份的前十大公募基金请见下表:该股最近90天内共有14家机构给出评级,买入评级10家,增持评级4家;过去90天内机构目标均价为272.06。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351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。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"96b46e549e5a829ff075a4d546f6388b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052100030572.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","BK0231","588000","688521","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636483953","title":"芯原股份涨15.57%,国金证券二个月前给出“买入”评级,目前股价已超目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2636483953","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636483953?lang=zh_cn&edition=full","pubTime":"2026-05-19 16:29","pubTimestamp":1779179391,"startTime":"0","endTime":"0","summary":"今日芯原股份涨15.57%,收盘报299.91元。2026年3月9日,国金证券研究员樊志远,周焕博发布了对芯原股份的研报《AI ASIC龙头,勇立AI潮头》,该研报对芯原股份给出“买入”评级,认为其目标价为285.15元,现价已超分析师预估,涨幅达到5.18%。给予26年25倍PS,目标市值1499亿元,目标价285.15元,给予公司“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75.63%。","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/RB2026051900028988.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":["688521"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636069421","title":"每周股票复盘:芯原股份(688521)现折价17.99%大宗交易","url":"https://stock-news.laohu8.com/highlight/detail?id=2636069421","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636069421?lang=zh_cn&edition=full","pubTime":"2026-05-17 01:05","pubTimestamp":1778951111,"startTime":"0","endTime":"0","summary":"截至2026年5月15日收盘,芯原股份报收于252.6元,较上周的262.0元下跌3.59%。本周,芯原股份5月14日盘中最高价报286.8元。5月15日盘中最低价报249.0元。芯原股份当前最新总市值1328.46亿元,在半导体板块市值排名20/173,在两市A股市值排名156/5203。","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/RB2026051700000053.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":["688521","BK0231","SGXZ49509284.SGD","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634404715","title":"5月11日芯原股份现1笔折价17.99%的大宗交易 合计成交570.18万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2634404715","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634404715?lang=zh_cn&edition=full","pubTime":"2026-05-11 17:33","pubTimestamp":1778492011,"startTime":"0","endTime":"0","summary":"证券之星消息,5月11日芯原股份发生大宗交易,交易数据如下:大宗交易成交价格219.3元,相对当日收盘价折价17.99%,成交2.6万股,成交金额570.18万元,买方营业部为东北证券股份有限公司广州燕翔路证券营业部,卖方营业部为中国银河证券股份有限公司广州东风中路证券营业部。近三个月该股共发生220笔大宗交易,合计成交13.3万手,折价成交217笔。截至2026年5月11日收盘,芯原股份报收于267.4元,上涨2.06%,换手率6.37%,成交量33.5万手,成交额90.55亿元。","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/RB2026051100024427.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":["688521","BK0231","SGXZ81163826.USD","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634069419","title":"每周股票复盘:芯原股份(688521)发生大宗交易成交3422万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2634069419","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634069419?lang=zh_cn&edition=full","pubTime":"2026-05-10 01:01","pubTimestamp":1778346074,"startTime":"0","endTime":"0","summary":"截至2026年5月8日收盘,芯原股份报收于262.0元,较上周的280.88元下跌6.72%。本周,芯原股份5月6日盘中最高价报296.96元,股价触及近一年最高点。5月8日盘中最低价报260.16元。芯原股份当前最新总市值1377.9亿元,在半导体板块市值排名14/173,在两市A股市值排名143/5200。","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/RB2026051000000056.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":["688521","SGXZ49509284.SGD","SGXZ81163826.USD","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633143920","title":"5月8日芯原股份发生1笔大宗交易 成交金额3422万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2633143920","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633143920?lang=zh_cn&edition=full","pubTime":"2026-05-08 17:26","pubTimestamp":1778232411,"startTime":"0","endTime":"0","summary":"证券之星消息,5月8日芯原股份发生大宗交易,交易数据如下:大宗交易成交价格236元,相对当日收盘价折价9.92%,成交14.5万股,成交金额3422万元,买方营业部为国泰海通证券股份有限公司孝感北京路证券营业部,卖方营业部为国泰海通证券股份有限公司孝感北京路证券营业部。近三个月该股共发生234笔大宗交易,合计成交13.58万手,折价成交231笔。截至2026年5月8日收盘,芯原股份报收于262.0元,下跌4.73%,换手率5.89%,成交量30.97万手,成交额82.31亿元。","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/RB2026050800031116.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","SGXZ81163826.USD","BK0231","688521"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633318559","title":"全线暴涨!增长太猛了","url":"https://stock-news.laohu8.com/highlight/detail?id=2633318559","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633318559?lang=zh_cn&edition=full","pubTime":"2026-05-06 17:52","pubTimestamp":1778061174,"startTime":"0","endTime":"0","summary":"站在光里,记在芯里","market":"sg","thumbnail":"https://img3.gelonghui.com/6b0f1-9a67ab76-1243-4daf-baa7-2f530fa0ba84.jpg?guru_height=5344&guru_width=9504&guru_size=1696493","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/6b0f1-9a67ab76-1243-4daf-baa7-2f530fa0ba84.jpg?guru_height=5344&guru_width=9504&guru_size=1696493"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4641033","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":"gelonghui_highlight","symbols":["BK4588","BK4551","BK4086","AMD","LU1815336091.USD","688256","LU0274383776.USD","BK4023","AIYY","SOX","BK4585","LU0053671581.USD","688041","BK4587","BK4535","561980","LU0757428866.USD","BK4528","BK4543","688521"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633838501","title":"芯原股份(688521)披露2025年年度股东会决议公告,5月6日股价下跌0.81%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633838501","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633838501?lang=zh_cn&edition=full","pubTime":"2026-05-06 17:21","pubTimestamp":1778059316,"startTime":"0","endTime":"0","summary":"截至2026年5月6日收盘,芯原股份报收于278.6元,较前一交易日下跌0.81%,最新总市值为1465.2亿元。该股当日开盘292.0元,最高296.96元,最低278.2元,成交额达136.97亿元,换手率为9.06%。公司于近日披露《2025年年度股东会决议公告》。所有议案均获通过,无否决议案。出席会议股东805人,代表表决权48.8759%。","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/RB2026050600026774.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","688521","SGXZ81163826.USD","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632792646","title":"每周股票复盘:芯原股份(688521)一季报营收增114.47%","url":"https://stock-news.laohu8.com/highlight/detail?id=2632792646","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632792646?lang=zh_cn&edition=full","pubTime":"2026-05-02 01:02","pubTimestamp":1777654934,"startTime":"0","endTime":"0","summary":"截至2026年4月30日收盘,芯原股份报收于280.88元,较上周的228.71元上涨22.81%。本周关注点来自交易信息汇总:芯原股份因日收盘价格涨幅达15%登上龙虎榜。股本股东变化截至2026年3月31日,芯原股份股东户数为4.5万户,较2月28日增加6106户,增幅15.69%。业绩披露要点芯原股份2026年一季报显示,一季度主营收入8.36亿元,同比上升114.47%;归母净利润-3.41亿元,同比下降54.69%;扣非净利润-3.35亿元,同比下降43.71%。出席会议股东805人,代表表决权48.8759%。","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/RB2026050200000045.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688521"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631684724","title":"4月30日芯原股份(688521)龙虎榜数据:机构净买入3.35亿元,北向资金净买入3.64亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2631684724","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631684724?lang=zh_cn&edition=full","pubTime":"2026-04-30 17:47","pubTimestamp":1777542473,"startTime":"0","endTime":"0","summary":"证券之星消息,沪深交易所2026年4月30日公布的交易公开信息显示,芯原股份因有价格涨跌幅限制的日收盘价格涨幅达到15%的前五只证券登上龙虎榜。此次是近5个交易日内第1次上榜。截至2026年4月30日收盘,芯原股份报收于280.88元,上涨20.0%,涨停,换手率7.78%,成交量40.91万手,成交额111.24亿元。从龙虎榜公布的当日买卖数据来看,机构合计净买入3.35亿元,北向资金合计净买入3.64亿元。深股通专用、沪股通专用为北向资金的交易席位。","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/RB2026043000057482.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","688521","BK0231","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631609684","title":"芯原股份(688521)3月31日股东户数4.5万户,较上期增加15.69%","url":"https://stock-news.laohu8.com/highlight/detail?id=2631609684","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631609684?lang=zh_cn&edition=full","pubTime":"2026-04-30 17:35","pubTimestamp":1777541712,"startTime":"0","endTime":"0","summary":"证券之星消息,近日芯原股份披露,截至2026年3月31日公司股东户数为4.5万户,较2月28日增加6106.0户,增幅为15.69%。在半导体行业个股中,芯原股份股东户数低于行业平均水平,截至3月31日,半导体行业平均股东户数为4.78万户。从股价来看,2026年2月28日至2026年3月31日,芯原股份区间跌幅为27.14%,在此期间股东户数增加6106.0户,增幅为15.69%。","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/RB2026043000056565.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","BK0231","688521","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631685206","title":"芯原股份涨20.00%,国金证券一个月前给出“买入”评级,目标价285.15元","url":"https://stock-news.laohu8.com/highlight/detail?id=2631685206","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631685206?lang=zh_cn&edition=full","pubTime":"2026-04-30 16:28","pubTimestamp":1777537686,"startTime":"0","endTime":"0","summary":"今日芯原股份涨20.00%,收盘报280.88元。2026年3月9日,国金证券研究员樊志远,周焕博发布了对芯原股份的研报《AI ASIC龙头,勇立AI潮头》,该研报对芯原股份给出“买入”评级,认为其目标价为285.15元,现价距离目标价尚有1.52%的涨幅空间。研报中预计2025-2027年公司营收为31.52亿元、59.98亿元、79.00亿元,同增35.77%、90.27%、31.72%,公司净利润为-5.26亿元、2.16亿元、7.02亿元。给予26年25倍PS,目标市值1499亿元,目标价285.15元,给予公司“买入”评级。","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/RB2026043000053515.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688521"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631716688","title":"4月30日芯原股份(688521)涨停分析:AI订单爆发、H股落地驱动","url":"https://stock-news.laohu8.com/highlight/detail?id=2631716688","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631716688?lang=zh_cn&edition=full","pubTime":"2026-04-30 15:39","pubTimestamp":1777534764,"startTime":"0","endTime":"0","summary":"证券之星消息,芯原股份4月30日涨停收盘,收盘价280.88元。今日芯原股份涨停的可能因素有:AI芯片订单持续爆发,2026年一季度新签订单超45亿元、AI占比超85%;H股上市筹备取得实质性进展,完成章程修订与董事调整,A+H融资平台即将落地;公司作为AI ASIC领军者,IP储备丰富、先进工艺项目超五成,收购芯来智融补全CPU IP短板,全栈异构计算能力增强;2025年营收同比增35.77%,2026年一季度营收同比翻倍,量产业务高增长验证订单转化效率。","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/RB2026043000047631.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":["SGXZ49509284.SGD","SGXZ81163826.USD","688521","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631500521","title":"寒武纪、芯原股份双双20CM涨停,科创芯片指数涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2631500521","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631500521?lang=zh_cn&edition=full","pubTime":"2026-04-30 15:06","pubTimestamp":1777532812,"startTime":"0","endTime":"0","summary":"截至4月30日14时37分,算力芯片概念大幅走强,上证科创板芯片指数涨超7%。相关ETF方面,科创芯片ETF(588290)上涨7.04%,换手率超16%,交投持续居于领先地位。科创芯片ETF(588290)前十大重仓股占60.67%,寒武纪含量近10%,其中寒武纪、芯原股份双双20CM涨停,海光信息涨超6%,中芯国际涨超5%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604303726383893.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604303726383893.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["159982","BK0231","159599","SG9999003461.SGD","SG9999006597.SGD","LU2476274720.SGD","SG9999001093.SGD","SGXZ90724238.SGD","SG9999001069.SGD","SGXZ49509284.SGD","LU2476274308.USD","SGXZ81163826.USD","LU2778985437.USD","SG9999001051.SGD","SG9999002950.SGD","688521","688256"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631057306","title":"音频 | 格隆汇4.30盘前要点—港A美股你需要关注的大事都在这","url":"https://stock-news.laohu8.com/highlight/detail?id=2631057306","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631057306?lang=zh_cn&edition=full","pubTime":"2026-04-30 07:45","pubTimestamp":1777506341,"startTime":"0","endTime":"0","summary":"美联储如期按兵不动,美股涨跌不一,苹果、存储概念大涨;备好子弹!大摩称美股回调即是上车良机;刘浩凌出任证监会副主席;深圳楼市限购松绑+公积金提额;券商Q1业绩分化:一家近乎翻倍,一家骤降九成九...","market":"fut","thumbnail":"https://img7.gelonghui.com/column/2/109.png?guru_height=540&guru_width=375","type":0,"news_type":0,"thumbnails":["https://img7.gelonghui.com/column/2/109.png?guru_height=540&guru_width=375"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4599808","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":"gelonghui_highlight","symbols":["06066","01772","META","600029","SH","TSLA","AMZN","01055","BK4585","BK4581","ESmain","SDS","002460","BK4559","BK4504","SPXU","MAGY","MSFT","688521","BK4588","YMAG","SPYI","SPYQ","SSO",".SPX","OEF","601066","OEX","MESmain","BK4534","UPRO","YSPY","IVV","AAPL","GOOGL","688256","BK4550"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631315540","title":"图解芯原股份一季报:第一季度单季净利润同比下降54.69%","url":"https://stock-news.laohu8.com/highlight/detail?id=2631315540","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631315540?lang=zh_cn&edition=full","pubTime":"2026-04-30 02:38","pubTimestamp":1777487901,"startTime":"0","endTime":"0","summary":"证券之星消息,芯原股份2026年一季报显示,一季度公司主营收入8.36亿元,同比上升114.47%;归母净利润-3.41亿元,同比下降54.69%;扣非净利润-3.35亿元,同比下降43.71%;负债率59.74%,投资收益454.6万元,财务费用3879.96万元,毛利率32.29%。财报数据概要请见下图: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":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026043000007694.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688521"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631542116","title":"芯原股份(688521.SH):1月1日至4月29日新签订单金额提升至82.4亿元 AI算力相关订单占比超九成","url":"https://stock-news.laohu8.com/highlight/detail?id=2631542116","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631542116?lang=zh_cn&edition=full","pubTime":"2026-04-30 01:36","pubTimestamp":1777484192,"startTime":"0","endTime":"0","summary":"根据公司于2026年4月21日披露的《关于新签订单的自愿性披露公告》,2026年1月1日至2026年4月20日,公司新签订单金额为45.16亿元。公司新签订单持续增长,2026年1月1日至2026年4月29日的新签订单金额进一步提升至82.40亿元,其中绝大部分为一站式芯片定制业务订单,AI算力相关订单占比91.37%,数据处理领域订单占比90.15%且主要来自于云侧AI ASIC及IP。","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":"http://www.zhitongcaijing.com/content/detail/1436844.html","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":"stock_zhitongcaijing","symbols":["BK0231","688521","AIPO","SGXZ81163826.USD","ARTY","AGIX","CHAT","SGXZ49509284.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630366596","title":"芯原股份涨5.83%,国金证券一个月前给出“买入”评级,目标价285.15元","url":"https://stock-news.laohu8.com/highlight/detail?id=2630366596","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630366596?lang=zh_cn&edition=full","pubTime":"2026-04-27 16:30","pubTimestamp":1777278604,"startTime":"0","endTime":"0","summary":"今日芯原股份涨5.83%,收盘报242.04元。2026年3月9日,国金证券研究员樊志远,周焕博发布了对芯原股份的研报《AI 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