159665 芯片龙头
已收盘 11-26 15:00:00
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半导体并购又添一例，独角兽“卖身”375亿市值芯片龙头
金色光 · 11-26 17:07
半导体并购又添一例，独角兽“卖身”375亿市值芯片龙头
地平线机器人上市首日股价涨幅冲高收窄，智驾芯片龙头还需解决亏损问题
第一财经 · 10-24
地平线机器人上市首日股价涨幅冲高收窄，智驾芯片龙头还需解决亏损问题
广东：将光芯片重大项目优先列入省重点建设项目计划
美港电讯 · 10-21
广东：将光芯片重大项目优先列入省重点建设项目计划
3000亿国产算力芯片龙头，跑出来了
数智研究所 · 10-21
3000亿国产算力芯片龙头，跑出来了
A股盘前播报 | 美国存储芯片龙头股价大涨逾10% 中信期货席位空单再引关注
智通财经网 · 09-26
A股盘前播报 | 美国存储芯片龙头股价大涨逾10% 中信期货席位空单再引关注
股价暴跌！百亿芯片龙头回应
中国基金报 · 09-21
股价暴跌！百亿芯片龙头回应
格林达(603931.SH)：正与国内芯片龙头进行协同开展大规模集成电路用图形化显影液产品研发及产业化应用验证
格隆汇 · 09-12
格林达(603931.SH)：正与国内芯片龙头进行协同开展大规模集成电路用图形化显影液产品研发及产业化应用验证
美股暴跌！全球AI算力芯片龙头遭巨额套现！
第一财经广播 · 09-07
美股暴跌！全球AI算力芯片龙头遭巨额套现！
芯片龙头净利大增6倍 受益标的一览
腾讯自选股 · 08-27
芯片龙头净利大增6倍 受益标的一览
晶晨股份(688099)：音视频芯片龙头周期复苏 新产品放量打开成长空间
山西证券股份有... · 08-22
晶晨股份(688099)：音视频芯片龙头周期复苏 新产品放量打开成长空间
增长近800%！千亿芯片龙头业绩反转
中国基金报 · 08-20
增长近800%！千亿芯片龙头业绩反转
扭亏！150亿芯片龙头半年报出炉，一度大涨178%
中国基金报 · 08-19
扭亏！150亿芯片龙头半年报出炉，一度大涨178%
外资重仓110亿的芯片龙头
格隆汇APP · 08-17
外资重仓110亿的芯片龙头
两大芯片龙头披露上半年业绩，芯片ETF（159995）涨0.71%
证券之星 · 08-13
两大芯片龙头披露上半年业绩，芯片ETF（159995）涨0.71%
SK海力士高估值劝退投资者 亚洲芯片龙头宝座易位三星电子(SSNLF.US)
智通财经 · 08-02
SK海力士高估值劝退投资者 亚洲芯片龙头宝座易位三星电子(SSNLF.US)
年内罕见，超5000只股票上涨！这些绩优公司出手回购，2家千亿元市值芯片龙头在列
数据宝 · 07-31
年内罕见，超5000只股票上涨！这些绩优公司出手回购，2家千亿元市值芯片龙头在列
【澜起科技（688008.SH）】全球数据处理及互联芯片龙头持续受益AI浪潮——跟踪报告之十二（刘凯/林仕霄）
光大证券研究 · 07-09
【澜起科技（688008.SH）】全球数据处理及互联芯片龙头持续受益AI浪潮——跟踪报告之十二（刘凯/林仕霄）
全球氮化镓芯片龙头企业崛起 英诺赛科引领半导体行业驶入新时代
中国财富通 · 06-25
全球氮化镓芯片龙头企业崛起 英诺赛科引领半导体行业驶入新时代
存储芯片龙头上半年净利大增约2倍 机构建议关注两主线
腾讯自选股 · 06-18
存储芯片龙头上半年净利大增约2倍 机构建议关注两主线
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08:15","pubTimestamp":1729469759,"startTime":"0","endTime":"0","summary":"炸裂的业绩背后2024年三季度，海光信息实现营收23.74亿元，同比增长78.33%；归母净利润为6.72亿元，同比大增199.9%。而更利润，也从2019年的亏损8300余万元增至2023年的盈利12.63亿元。强劲的盈利能力，凸显着国产算力芯片不竭的发展动力。海光信息的毛利率从2019年的37.31%稳步增长至2024年上半年的63.43%，只有2022年同比2021年出现略有收窄的迹象。届时，海光信息仍将受益其中。原始股东集体减持2022年8月12日，海光信息正式登陆科创板。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8dqyRWcoZAS","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":"fenghuang_stock","symbols":["159665"],"gpt_icon":0},{"id":"2470624995","title":"A股盘前播报 | 美国存储芯片龙头股价大涨逾10% 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21:09","pubTimestamp":1726924140,"startTime":"0","endTime":"0","summary":"对此，江丰电子9月20日盘后公告回应称，此为不实信息，经核实，公司控股股东、实际控制人、董事长兼首席技术官姚力军未曾接受证监会的调查，公司的生产经营情况正常。9月19日，江丰电子股价暴跌7.07%，9月20日，公司股价继续下跌3.13%，其最新市值为117亿元。对此，江丰电子9月20日盘后公告回应称，这是不实信息，公司及董事会第一时间组织相关人员对此进行了核实。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"http://mp.weixin.qq.com/s?__biz=MzA5MDEzNjQwMA==&mid=2656144068&idx=2&sn=e91e989846442dc060fadcf087489616&chksm=8a88936717a4f20d58d1c2ed0c8849d6730740c7c982795bf34efee5a130f2c4a4b9eefe3913&scene=0#rd","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzA5MDEzNjQwMA==&mid=2656144068&idx=2&sn=e91e989846442dc060fadcf087489616&chksm=8a88936717a4f20d58d1c2ed0c8849d6730740c7c982795bf34efee5a130f2c4a4b9eefe3913&scene=0#rd","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":["159665"],"gpt_icon":0},{"id":"2466666240","title":"格林达(603931.SH)：正与国内芯片龙头进行协同开展大规模集成电路用图形化显影液产品研发及产业化应用验证","url":"https://stock-news.laohu8.com/highlight/detail?id=2466666240","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2466666240?lang=zh_cn&edition=full","pubTime":"2024-09-12 16:20","pubTimestamp":1726129253,"startTime":"0","endTime":"0","summary":"公司承接的工信部“集成电路制造产线零部件、材料和关键设备关键材料研发及产业化验证项目”，目前正与国内芯片龙头企业进行联合体协同开展大规模集成电路用图形化显影液产品研发及产业化应用验证，处于全产线测试阶段。","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=nesSN20240912162053a1d9db6c&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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17:36","pubTimestamp":1725701760,"startTime":"0","endTime":"0","summary":"当地时间周五，在发布了疲软的8月非农就业数据后，美股三大指数集体下跌超1%，其中纳指跌幅超过了2.5%。美股周五的全线下挫与9月非农就业数据密切相关。截至9月5日，英伟达去年以来涨幅高达355.54%。但在财报公布后，英伟达的股价却暴跌9.53%，创下美股历史上最大的单日市值跌幅。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://finance.sina.com.cn/wm/2024-09-07/doc-incnincq0589762.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":["TVIX","SVXY","159665","VIXmain","VIXY","UVXY"],"gpt_icon":0},{"id":"2462806972","title":"芯片龙头净利大增6倍 受益标的一览","url":"https://stock-news.laohu8.com/highlight/detail?id=2462806972","media":"腾讯自选股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2462806972?lang=zh_cn&edition=full","pubTime":"2024-08-27 07:34","pubTimestamp":1724715254,"startTime":"0","endTime":"0","summary":"8月26日，国产存储芯片龙头澜起科技发布半年报，上半年公司实现营业收入16.65亿元，同比增长79.49%；归属于母公司所有者的净利润5.93亿元，同比增长624.63%。SIA指出，这些数据与消费、人工智能热潮保持一致。甬兴证券研报指出，受益于供应端推动涨价、库存逐渐回归正常、AI带动HBM、SRAM、DDR5需求上升，存储芯片产业链有望探底回升。持续看好受益先进算力芯片快速发展的HBM产业链、以存储为代表的半导体周期复苏主线。","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=nesSN2024082618480998e363d3&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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产品有望落地，公司凭借技术基础有望伴随算力增长而快速成长。","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=nesSN202408221726099f47677d&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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00:08","pubTimestamp":1724083680,"startTime":"0","endTime":"0","summary":"净利润同比增长近八倍8月19日，韦尔股份发布2024年半年度报告，公司上半年实现营业收入120.91亿元，同比增长36.50%；归属于上市公司股东的净利润为13.67亿元，同比增长792.79%。同时，随着汽车电子市场的需求增长，公司图像传感器业务来源于汽车市场的收入实现约29.14亿元，较上年同期增加53.06%，成为韦尔股份业绩复苏的主要动力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"http://mp.weixin.qq.com/s?__biz=MzA5MDEzNjQwMA==&mid=2656127092&idx=4&sn=6455d7e0247c1f2c27eba176aa3a1a93&chksm=8a587d0eaeb2b3102f1e49c7d69ebaa25cf4bfb19e183bcc7437063b1f45241d0273ae242ec9&scene=0#rd","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzA5MDEzNjQwMA==&mid=2656127092&idx=4&sn=6455d7e0247c1f2c27eba176aa3a1a93&chksm=8a587d0eaeb2b3102f1e49c7d69ebaa25cf4bfb19e183bcc7437063b1f45241d0273ae242ec9&scene=0#rd","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":["159665"],"gpt_icon":0},{"id":"2460081998","title":"扭亏！150亿芯片龙头半年报出炉，一度大涨178%","url":"https://stock-news.laohu8.com/highlight/detail?id=2460081998","media":"中国基金报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2460081998?lang=zh_cn&edition=full","pubTime":"2024-08-19 18:32","pubTimestamp":1724063520,"startTime":"0","endTime":"0","summary":"2024年上半年，公司实现营业收入11.1亿元，同比增长27.2%；实现归属上市公司股东净利润1.31亿元，同比扭亏，扣非后的净利润则为1.15亿元，同比大增66.86%。今年以来，上海贝岭股价也节节高升，年内一度大涨178%，截至8月19日，今年以来涨幅也有55%。截至今年6月末，上海贝岭的股东户数为18.34万户，比今年一季度末时的12.7万户大增约50%。","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=nesSN20240819184400a1d4fc1f&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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18:00","pubTimestamp":1723888800,"startTime":"0","endTime":"0","summary":"今年以来，A股158家半导体企业中仅有17家的股价录得正增长。归母净利润从1.26亿增长至39亿，年复合增速达到77%。另外，公司在2023年末手握订单超过300亿元。而在2010年时，中国销售额占比不足10%。要知道，这一期基金注册资本高达3440亿元，远超前两期投资总额。截止最新，持股比例6.51%，较2019年初的0.8%加仓5.7个百分点。持仓市值为110亿元，位列半导体行业第二名，仅次于韦尔股份。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzAwNjExNDkyOA==&mid=2649855103&idx=1&sn=6dd4ff45e1c12a172cf45655ca64815f&chksm=824ce983860b9879d3be2ea15ec8ba6c3d7aa73078f00f23e1b15d4f013b765c97e9d6276dc2&scene=0#rd","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":"weixin_highlight","symbols":["159665"],"gpt_icon":0},{"id":"2459899412","title":"两大芯片龙头披露上半年业绩，芯片ETF（159995）涨0.71%","url":"https://stock-news.laohu8.com/highlight/detail?id=2459899412","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2459899412?lang=zh_cn&edition=full","pubTime":"2024-08-13 09:53","pubTimestamp":1723514039,"startTime":"0","endTime":"0","summary":"8月13日，三大股指窄幅震荡，其中芯片板块小幅拉升。截止上午9:45，芯片ETF涨0.71%。相关成分股中，澜起科技涨1.08%、长电科技涨1.26%、中微公司涨0.90%，中芯国际、北方华创、韦尔股份等小幅跟涨。近日，两大芯片龙头披露上半年业绩。其中，中芯国际最新披露的未经审计财报显示，公司第二季度实现销售收入19.01亿美元，同比增长21.8%；归母净利润1.65亿美元，环比增长超129%，明显高于公司此前的预期。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://fund.stockstar.com/SS2024081300015996.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":["512760","159665","159995"],"gpt_icon":0},{"id":"2456478574","title":"SK海力士高估值劝退投资者 亚洲芯片龙头宝座易位三星电子(SSNLF.US)","url":"https://stock-news.laohu8.com/highlight/detail?id=2456478574","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2456478574?lang=zh_cn&edition=full","pubTime":"2024-08-02 16:02","pubTimestamp":1722585731,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，随着过热的人工智能赢家在全球轮流出局，韩国存储芯片巨头SK海力士今年的巨大涨幅让投资者望而却步，亚洲芯片股的领跑者正在发生转变。外国投资者的涌入正推动三星电子股价上涨，原因是这家全球最大的存储芯片制造商预计将从“人工智能总龙头”英伟达赢得更多业务。随着全球科技股抛售持续，SK海力士股价周五暴跌10%以上，而三星股价则下跌4.1%。他建议卖出SK海力士股票。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1159230.html","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":"stock_zhitongcaijing","symbols":["SSNLF","BK4170","159665"],"gpt_icon":0},{"id":"2455181829","title":"年内罕见，超5000只股票上涨！这些绩优公司出手回购，2家千亿元市值芯片龙头在列","url":"https://stock-news.laohu8.com/highlight/detail?id=2455181829","media":"数据宝","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2455181829?lang=zh_cn&edition=full","pubTime":"2024-07-31 19:09","pubTimestamp":1722424140,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ A股反攻，超跌的科技题材大幅上涨。上证指数、沪深300指数、创业板指分别上涨2.06%、2.16%、3.51%。 截至收盘，飘红股票数量超过5000只，创近3个月来单日新高。据证券时报·数据宝统计，今年以来，A股仅有4个交易日出现5000只以上股票上涨的情形，此前有2次出现在2月份，1次出现在4月份。 回购金额超5000万元的公司有72家。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/zqgd/2024-07-31/doc-incfzpyy3763180.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":["159665"],"gpt_icon":0},{"id":"2450039388","title":"【澜起科技（688008.SH）】全球数据处理及互联芯片龙头持续受益AI浪潮——跟踪报告之十二（刘凯/林仕霄）","url":"https://stock-news.laohu8.com/highlight/detail?id=2450039388","media":"光大证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2450039388?lang=zh_cn&edition=full","pubTime":"2024-07-09 07:01","pubTimestamp":1720479702,"startTime":"0","endTime":"0","summary":"全球数据处理及互联芯片龙头持续受益AI浪潮——跟踪报告之十二报告摘要事件：澜起科技发布2024年半年度业绩预告：2024年半年度实现营业收入16.65亿元，较上年同期增长79.49%；2024年半年度实现归属于母公司所有者的净利润5.83亿元~6.23亿元，较上年同期增长612.73%~661.59%；2024年半年度实现归属于母公司所有者的扣除非经常性损益的净利润5.35亿元~5.65亿元，较上年同期增长13924.98%~14711.96%。","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=nesSN2024070907033595934007&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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20:27","pubTimestamp":1718713650,"startTime":"0","endTime":"0","summary":"6月18日晚，存储芯片上市企业佰维存储披露公告称，预计2024年上半年实现归属净利润约为2.8亿元至3.3亿元；归母净利润为28000万元至33000万元，同比增长194.44%至211.31%。同日，据《科创板日报》报道，存储芯片供应链透露，上游存储原厂HBM订单2025年预订一空，订单能见度可达2026年一季度。甬兴证券表示，持续看好受益先进算力芯片快速发展的HBM产业链、以存储为代表的半导体周期复苏主线。","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=nesSN20240618200832941ef36e&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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