上海复旦(01385)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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01385 上海复旦

提前休市 02-16 12:08:06

51.200

-2.550

-4.74%

最高53.800	最低50.700	成交量262.20万
今开53.800	昨收53.750	日振幅5.77%
总市值421.89亿	流通市值145.41亿	总股本8.24亿
成交额1.35亿	换手率0.92%	流通股本2.84亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

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上海复旦盘中大跌5.02%，因2025年净利润同比大幅下滑近60%","url":"https://stock-news.laohu8.com/highlight/detail?id=1110087607","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1110087607?lang=zh_cn&edition=full","pubTime":"2026-02-16 09:54","pubTimestamp":1771206872,"startTime":"0","endTime":"0","summary":"上海复旦(01385)今日盘中股价大跌5.02%，市场表现显著弱于大盘。消息面上，公司发布的截至2025年12月31日止年度初步业绩公告显示，尽管2025年营业总收入约为人民币39.82亿元，同比增长约10.92%，但归属于母公司所有者的净利润约为人民币2.32亿元，同比大幅下降约59.42%。此外，扣除非经常性损益后的净利润约为人民币1.43亿元，同比降幅更高达约69.29%。核心盈利能力的显著下滑，引发了投资者对公司短期经营状况的担忧，可能是导致股价盘中承压下跌的主要原因。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01385"],"gpt_icon":0},{"id":"2611130954","title":"上海复旦(01385)公布2025年业绩 归母净利约2.32亿元 同比减少59.42%","url":"https://stock-news.laohu8.com/highlight/detail?id=2611130954","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611130954?lang=zh_cn&edition=full","pubTime":"2026-02-13 17:37","pubTimestamp":1770975442,"startTime":"0","endTime":"0","summary":"智通财经APP讯，上海复旦 公布2025年业绩，营业总收入约39.82亿元，同比增长10.92%;归属于母公司所有者的净利润约2.32亿元，同比减少59.42%;归属于母公司所有者的扣除非经常性损益的净利润约为 1.43 亿元，较上年度下降约 69.29%;基本每股收益0.28元。公司整体营业收入实现增长，毛利率保持稳定，毛利较上年同期增加约为人民币 2.29 亿元。报告期内，研发费用约为人民币 12.23 亿元，较上年同期增加约为人民币 1.92 亿元。","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":"http://www.zhitongcaijing.com/content/detail/1405240.html","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":"stock_zhitongcaijing","symbols":["BK1614","LU1171460220.USD","BK1163","01385"],"gpt_icon":0},{"id":"2611156801","title":"每日卖空追踪 | 上海复旦 02月13日卖空量成交9.3万股，卖空比例为2.73%","url":"https://stock-news.laohu8.com/highlight/detail?id=2611156801","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611156801?lang=zh_cn&edition=full","pubTime":"2026-02-13 16:30","pubTimestamp":1770971421,"startTime":"0","endTime":"0","summary":"上海复旦北京时间02月13日，跌4.53%，卖空量成交9.3万股，较上一交易日减少85.99%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213163246a6f6e3b6&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=nesSN20260213163246a6f6e3b6&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":["BK1163","01385","BK1614","LU1171460220.USD"],"gpt_icon":0},{"id":"2611156893","title":"上海复旦盘中异动 临近收盘股价大跌5.06%报53.450港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2611156893","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611156893?lang=zh_cn&edition=full","pubTime":"2026-02-13 15:33","pubTimestamp":1770968032,"startTime":"0","endTime":"0","summary":"2026年02月13日临近收盘15时33分，上海复旦股票出现异动，股价急速下跌5.06%。截至发稿，该股报53.450港元/股，成交量309.758万股，换手率1.09%，振幅5.42%。资金方面，该股资金流入4504.35万港元，流出1.07499亿港元。上海复旦股票所在的半导体行业中，整体涨幅为4.36%。其相关个股中，天数智芯、爱芯元智、康特隆涨幅较大，振幅较大的相关个股有天数智芯、爱芯元智、峰岹科技，振幅分别为20.82%、19.07%、12.57%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213153352a49fb753&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=nesSN20260213153352a49fb753&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":["BK1163","01385","BK1614","LU1171460220.USD"],"gpt_icon":0},{"id":"2611156812","title":"上海复旦微电子集团拟实施限制性股票激励计划","url":"https://stock-news.laohu8.com/highlight/detail?id=2611156812","media":"金吾财讯","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611156812?lang=zh_cn&edition=full","pubTime":"2026-02-12 22:09","pubTimestamp":1770905364,"startTime":"0","endTime":"0","summary":"金吾财讯|上海复旦微电子集团股份有限公司于2026年2月12日发布重要公告，宣布公司将实施《2026年限制性股票激励计划（草案）》及其摘要，并提交即将召开的股东会审议。计划的具体内容包括授予限制性股票、确定授予日、调整授予数量和价格等事项，并须以特别决议方式审议通过。公告强调，本次激励计划的实施将严格遵守相关法律法规和公司章程的规定，确保激励计划的合法性和有效性。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212222211a49ce171&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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1.69%。其中，首次授予限制性股票1116.00万股，预留授予限制性股票 272.00 万股。授予价格为41.59 元/股。本激励计划授予的激励对象首次授予共计 308 人，包括公司公告本激励计划时在公司(含分公司、控股子公司，下同)任职的董事、高级管理人员、核心技术人员及公司董事会认为需要激励的其他人员。不含复旦微电独立董事。","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":"http://www.zhitongcaijing.com/content/detail/1404368.html","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":"stock_zhitongcaijing","symbols":["BK1614","LU1171460220.USD","BK1163","01385"],"gpt_icon":0},{"id":"2610394670","title":"每日卖空追踪 | 上海复旦 02月10日卖空量成交17.1万股，卖空比例为1.89%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610394670","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610394670?lang=zh_cn&edition=full","pubTime":"2026-02-10 16:30","pubTimestamp":1770712222,"startTime":"0","endTime":"0","summary":"上海复旦北京时间02月10日，涨2.69%，卖空量成交17.1万股，较上一交易日减少74.25%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210163249a6e9abf9&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=nesSN20260210163249a6e9abf9&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":["BK1163","BK1614","01385","LU1171460220.USD"],"gpt_icon":0},{"id":"2610267039","title":"上海复旦02月10日主力净流入749.1万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2610267039","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610267039?lang=zh_cn&edition=full","pubTime":"2026-02-10 16:15","pubTimestamp":1770711352,"startTime":"0","endTime":"0","summary":"02月10日, 上海复旦股价涨2.69%，报收53.50元，成交金额4.8亿元，换手率3.18%，振幅6.24%，量比1.33。上海复旦今日主力资金净流入749.1万元，上一交易日主力净流出214.3万元。该股近5个交易日上涨6.04%，主力资金累计净流出4538.0万元；近20日主力资金累计净流出1.2亿元，其中净流出天数为14日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260210162036a492a8b8&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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10:26","pubTimestamp":1770258381,"startTime":"0","endTime":"0","summary":"消息面上，超威半导体周三收跌17.31%，创2017年5月以来最大单日跌幅。AMD发布的2025财年第四财季报告显示，AMD去年四季度营收超百亿美元创新高、保持30%以上同比增速，EPS盈利增长放缓但较分析师预期高近16%。但与此同时，部分分析师认为，虽然AMD公布了超预期的营收利润表现，但一季度指引不及预期。受AMD大跌影响，隔夜“存储四巨头”也集体下跌，闪迪跌15.95%，美光科技跌9.55%。","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/1401905.html","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":"stock_zhitongcaijing","symbols":["LU1861559042.SGD","159813","03986","BK4512","LU1969619763.USD","BK1589","IE00BMPRXR70.SGD","AMDW","LU0889565833.HKD","VT","LU0082616367.USD","LU1988902786.USD","BK4575","LU2213484517.USD","VXUS","AMDU","BK4566","LU2098885051.SGD","BK4585","LU0056508442.USD","01385","AMUU","LU0081259029.USD","01347","603986","LU1880398554.USD","LU1989764664.SGD","LU2328871848.SGD","LU0823434740.USD","AMDG","LU1951198990.SGD","BK1607","SOXX","BK4605","GFS","AMYY","AMDD","LU1813983027.USD","BK0102","BK0214","AMD","AMDY","DAMD","LU2039709279.SGD","BK0132"],"gpt_icon":0},{"id":"2608807073","title":"港股芯片股盘初走低 上海复旦跌超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2608807073","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608807073?lang=zh_cn&edition=full","pubTime":"2026-02-04 09:53","pubTimestamp":1770169991,"startTime":"0","endTime":"0","summary":"南方财经2月4日电，港股芯片股盘初走低，上海复旦跌超6%，华虹半导体跌逾4%，兆易创新、中芯国际跌近3%。","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://finance.eastmoney.com/a/202602043641090168.html","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":"stock_eastmoney","symbols":["LU1171460220.USD","688981","BK4585","BK1163","SFDMY","BK4535","BK1614","01385","09869","BK4588","688347","688385"],"gpt_icon":0},{"id":"2608683913","title":"港股异动 | 芯片股早盘走低 传多家厂商严控存储芯片订单 防止客户过度囤积","url":"https://stock-news.laohu8.com/highlight/detail?id=2608683913","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608683913?lang=zh_cn&edition=full","pubTime":"2026-02-02 11:35","pubTimestamp":1770003303,"startTime":"0","endTime":"0","summary":"消息面上，周一，韩国首尔综指日内大跌4%，三星、SK海力士下跌。值得注意的是，黄仁勋近期表示，还没收到任何中国客户的H200芯片订单，正在耐心等待。第一上海此前表示，H200放开对国产算力产业链影响非常有限，主要原因包括H200主要场景在训练，而国产算力主要场景集中于中小模型、垂直模型训练，以及推理应用场景，两者应用场景重叠度不高。","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/1400439.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":["01347","SFDMY","BK1589","BK4585","03986","BK4535","SG9999006597.SGD","BK1614","LU0052750758.USD","688981","603986","LU0708995583.HKD","BK1607","00981","BK1610","LU0320764599.SGD","688385","IE0034224299.USD","01385","BK1163","BK1526","688347","BK4588","LU1171460220.USD"],"gpt_icon":0},{"id":"2607052459","title":"每日卖空追踪 | 上海复旦 01月29日卖空量成交3万股，卖空比例为0.55%","url":"https://stock-news.laohu8.com/highlight/detail?id=2607052459","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607052459?lang=zh_cn&edition=full","pubTime":"2026-01-29 16:30","pubTimestamp":1769675422,"startTime":"0","endTime":"0","summary":"上海复旦北京时间01月29日，跌2.37%，卖空量成交3万股，较上一交易日减少90.99%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129163828a463e8ba&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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上海复旦股价跌2.37%，报收49.94元，成交金额2.8亿元，换手率1.92%，振幅4.36%，量比0.69。上海复旦今日主力资金净流出842.3万元，上一交易日主力净流出105.9万元。该股近5个交易日上涨9.94%，主力资金累计净流出225.4万元；近20日主力资金累计净流出6990.1万元，其中净流出天数为12日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129162312a6bad043&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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13:43","pubTimestamp":1769665422,"startTime":"0","endTime":"0","summary":"2025年结构性行情演绎之下，多只外资公募旗下主动权益产品实现显著超额收益，其配置主线与持仓取向也逐渐清晰。拆解其持仓结构可以发现，相关产品重点布局科技成长与资源品方向，体现出较强的选股与配置能力。绩优基金重仓科技与资源品纵观2025年全年表现，多只外资公募旗下主动权益产品录得亮眼涨幅。从持仓结构来看，上述外资公募产品整体仍以制造业为配置核心，同时对科技成长与资源品机会保持较高关注。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129134342a6ba3b6b&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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| 上海复旦 01月28日卖空量成交15.5万股，卖空比例为2.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2606799381","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606799381?lang=zh_cn&edition=full","pubTime":"2026-01-28 16:30","pubTimestamp":1769589021,"startTime":"0","endTime":"0","summary":"上海复旦北京时间01月28日，涨1.29%，卖空量成交15.5万股，较上一交易日减少56.94%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260128164532a6b682fc&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, 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07:31","pubTimestamp":1769556708,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，1月27日，中微半导、国科微2家半导体公司相继发出涨价函，公司旗下部分芯片产品将不同程度涨价。报道称，两家公司同时向个人电脑与智能手机DRAM客户提出了相近幅度的涨价方案。Counterpoint Research预测，本季度DDR5价格将环比上涨40%，第二季度还将进一步增长 20%。野村证券认为，这一轮始于2025年下半年的存储超级周期至少延续至2027年，并且真正有意义的新增供给最早要到2028年初期才会出现。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"d2484137fdcd9bb15d1c1fe1766d8945","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1398276.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":["LU0708995583.HKD","IE0034224299.USD","BK4535","BK1614","SG9999006597.SGD","BK1589","688347","BK1163","LU0320764599.SGD","BK1610","BK1607","BK1526","SFDMY","01385","688385","BK4585","LU1171460220.USD","BK4588","688981","LU0052750758.USD"],"gpt_icon":1},{"id":"2606799783","title":"智通港股解盘 | 英国首相访华提振市场情绪 涨价概念集体走强","url":"https://stock-news.laohu8.com/highlight/detail?id=2606799783","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606799783?lang=zh_cn&edition=full","pubTime":"2026-01-27 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