159665 芯片龙头
已收盘 09-18 15:00:00
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利空来袭！芯片龙头，一度大跌超16%！
同花顺 · 09-16
利空来袭！芯片龙头，一度大跌超16%！
蜂窝芯片龙头移芯通信再度闯关港股，核心产品NB-IoT芯片市占率超40%
同花顺 · 09-15
蜂窝芯片龙头移芯通信再度闯关港股，核心产品NB-IoT芯片市占率超40%
新股前瞻|翱捷科技-U（688220.SH）：全球蜂窝连接芯片龙头，从报表扭亏到主业盈利还有多远距离？
智通财经 · 09-15
新股前瞻|翱捷科技-U（688220.SH）：全球蜂窝连接芯片龙头，从报表扭亏到主业盈利还有多远距离？
云英谷科技入港股通+A股辅导，显示芯片龙头价值重估在即
同花顺 · 09-10
云英谷科技入港股通+A股辅导，显示芯片龙头价值重估在即
两大板块，多股涨停！芯片龙头港股上市首日破发
同花顺 · 09-08
两大板块，多股涨停！芯片龙头港股上市首日破发
蜂窝通信芯片龙头移芯通信冲刺港股，规模优势还换不来稳定盈利？
同花顺 · 09-08
蜂窝通信芯片龙头移芯通信冲刺港股，规模优势还换不来稳定盈利？
新股前瞻|蜂窝通信芯片龙头移芯通信冲刺港股，规模优势还换不来稳定盈利？
智通财经 · 09-08
新股前瞻|蜂窝通信芯片龙头移芯通信冲刺港股，规模优势还换不来稳定盈利？
云英谷科技纳入港股通 国产AMOLED显示驱动芯片龙头迎来内地资金窗口
同花顺 · 09-07
云英谷科技纳入港股通 国产AMOLED显示驱动芯片龙头迎来内地资金窗口
第三轮涨价！模拟芯片龙头德州仪器再涨价
同花顺 · 09-03
第三轮涨价！模拟芯片龙头德州仪器再涨价
A股10家芯片龙头业绩：上半年营收合计2679亿，归母净利1118亿；长鑫、佰维存储、沐曦扭亏为盈
中新经纬 · 09-02
A股10家芯片龙头业绩：上半年营收合计2679亿，归母净利1118亿；长鑫、佰维存储、沐曦扭亏为盈
拟10派10元！1900亿光芯片龙头净利暴增1212%
格隆汇 · 08-28
拟10派10元！1900亿光芯片龙头净利暴增1212%
他入职一年，接任芯片龙头董秘了｜董秘沙龙
时代财经 · 08-19
他入职一年，接任芯片龙头董秘了｜董秘沙龙
买不到就自己搞，光芯片龙头仕佳光子定增28亿，加速追光
市场资讯 · 08-02
买不到就自己搞，光芯片龙头仕佳光子定增28亿，加速追光
AI需求没问题，股价却暴跌：模拟芯片龙头遭遇“高期待陷阱”
华尔街见闻 · 07-24
AI需求没问题，股价却暴跌：模拟芯片龙头遭遇“高期待陷阱”
A股公告精选 | 中报业绩炸裂，光芯片龙头源杰科技(688498.SH)净利预增1305%
智通财经网 · 07-21
A股公告精选 | 中报业绩炸裂，光芯片龙头源杰科技(688498.SH)净利预增1305%
净利最高预增13倍，光芯片龙头业绩爆了！
格隆汇 · 07-21
净利最高预增13倍，光芯片龙头业绩爆了！
存储、红外芯片龙头业绩大爆发，科创芯片ETF易方达（589130）标的指数涨超9%
证券之星 · 07-21
存储、红外芯片龙头业绩大爆发，科创芯片ETF易方达（589130）标的指数涨超9%
国产储存芯片龙头长鑫科技今日申购，打新中签率飙升或迎“阳光普照”行情
链捕手 · 07-16
国产储存芯片龙头长鑫科技今日申购，打新中签率飙升或迎“阳光普照”行情
股价大跌超17%，内存接口芯片龙头澜起科技韩国办公室遭搜查，紧急回应
中新经纬 · 07-16
股价大跌超17%，内存接口芯片龙头澜起科技韩国办公室遭搜查，紧急回应
860亿合肥芯片龙头大涨10%，赴港IPO有新进展
21世纪经济报道 · 05-25
860亿合肥芯片龙头大涨10%，赴港IPO有新进展
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16:54","pubTimestamp":1789462440,"startTime":"0","endTime":"0","summary":"2026年8月24日，上海移芯通信科技股份有限公司(以下简称“移芯通信”)向港交所主板再次递表，中信建投国际担任其独家保荐人。此前，其曾于2025年11月30日首次递表。招股书显示，移芯通信成 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13:23","pubTimestamp":1789449831,"startTime":"0","endTime":"0","summary":"在利润端迎来拐点后，翱捷科技-U开启了赴港上市新征程。据弗若斯特沙利文数据显示，以2025年的出货量计算，翱捷科技在全球蜂窝连接芯片市场排名第一，市场份额为37.8%。据招股书披露，2023年以来翱捷科技收入端的持续高增，核心驱动力来自无线连接芯片的强劲表现。数据显示，翱捷科技2026年上半年的毛利率为28.5%，较2025年同期的21.4%提升超7个百分点。","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/1496083.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":["91545","688220","BK0214","159665"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666955460","title":"云英谷科技入港股通+A股辅导，显示芯片龙头价值重估在即","url":"https://stock-news.laohu8.com/highlight/detail?id=2666955460","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666955460?lang=zh_cn&edition=full","pubTime":"2026-09-10 10:51","pubTimestamp":1789008660,"startTime":"0","endTime":"0","summary":"9月7日，云英谷科技(3310.HK)正式被纳入沪港通及深港通港股通标的名单，内地投资者自此可通过沪深交易所直接参与其H股交易。就在数日前的9月2日，公司已与广发证券签署A股上市辅导协议，开 ...","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun","url":"http://stock.10jqka.com.cn/hks/20260910/c679775454.shtml","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/hks/20260910/c679775454.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":"tonghuashun","symbols":["399300","159665","159982"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665344614","title":"两大板块，多股涨停！芯片龙头港股上市首日破发","url":"https://stock-news.laohu8.com/highlight/detail?id=2665344614","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665344614?lang=zh_cn&edition=full","pubTime":"2026-09-08 12:27","pubTimestamp":1788841620,"startTime":"0","endTime":"0","summary":"代糖概念板块大涨，多只个股涨停，成为今天(9月8日)上午表现最佳的板块之一。另外，制糖板块也大幅上涨，中粮糖业、*ST广糖均强势涨停。 A股市场今天上午整体窄幅震荡，截至上午收盘，上证 ...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun_highlight","url":"http://news.10jqka.com.cn/20260908/c679692869.shtml","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://news.10jqka.com.cn/20260908/c679692869.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":"tonghuashun_highlight","symbols":["KCAI","BK4588","VXUS","BK4585","159665","IPOS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665349096","title":"蜂窝通信芯片龙头移芯通信冲刺港股，规模优势还换不来稳定盈利？","url":"https://stock-news.laohu8.com/highlight/detail?id=2665349096","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665349096?lang=zh_cn&edition=full","pubTime":"2026-09-08 10:57","pubTimestamp":1788836220,"startTime":"0","endTime":"0","summary":"全球移动网络正经历深刻变革，尤其是近些年在物理AI快速发展的背景下，蜂窝通信芯片正成为实现智能化的重要基础设施。数据显示，2025年，全球蜂窝通信芯片出货总量达到7.03亿颗，市场规模按 ...","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun","url":"http://stock.10jqka.com.cn/hks/20260908/c679691328.shtml","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/hks/20260908/c679691328.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":"tonghuashun","symbols":["159665"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665349280","title":"新股前瞻|蜂窝通信芯片龙头移芯通信冲刺港股，规模优势还换不来稳定盈利？","url":"https://stock-news.laohu8.com/highlight/detail?id=2665349280","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665349280?lang=zh_cn&edition=full","pubTime":"2026-09-08 10:48","pubTimestamp":1788835695,"startTime":"0","endTime":"0","summary":"市场影响力突出，但移芯通信能否就此将规模优势转化为持续的盈利回报，仍是未知之数。至2026年上半年，移芯通信的亏损进一步扩大至0.39亿元。营收增长与盈利波动并存，是移芯通信招股书所揭示的核心矛盾。移芯通信在NB-IoT和Cat.1bis两个细分市场均位列全球第二，展现了其在特定领域的竞争力。总而言之，移芯通信处在一个确定性增长的赛道里，拥有全球第二的出货量规模和扎实的技术积累，这是不可否认的优势。","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/1493181.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":["BK4585","159665","BK4588","KCAI","VXUS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665993391","title":"云英谷科技纳入港股通 国产AMOLED显示驱动芯片龙头迎来内地资金窗口","url":"https://stock-news.laohu8.com/highlight/detail?id=2665993391","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665993391?lang=zh_cn&edition=full","pubTime":"2026-09-07 13:45","pubTimestamp":1788759900,"startTime":"0","endTime":"0","summary":"9月7日，云英谷科技股份有限公司(03310.HK)在香港联交所发布公告称，根据《上海证券交易所沪港通业务实施办法》及《深圳证券交易所深港通业务实施办法》的相关规定，公司H股股份正式调入港 ...","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun","url":"http://stock.10jqka.com.cn/hks/20260907/c679650505.shtml","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/hks/20260907/c679650505.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":"tonghuashun","symbols":["159665"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664875674","title":"第三轮涨价！模拟芯片龙头德州仪器再涨价","url":"https://stock-news.laohu8.com/highlight/detail?id=2664875674","media":"同花顺","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664875674?lang=zh_cn&edition=full","pubTime":"2026-09-03 17:58","pubTimestamp":1788429480,"startTime":"0","endTime":"0","summary":"9月3日，市场信息显示，德州仪器（TXN.US）9月1日流出一份面向客户的调价预告函，对产品组合内多款产品进行新一轮涨价，不同产品涨幅不一。德州仪器表示，价格调整是由市场动态和整个供应链 ...","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun","url":"http://stock.10jqka.com.cn/usstock/20260903/c679572693.shtml","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/usstock/20260903/c679572693.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":"tonghuashun","symbols":["159665"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664861693","title":"A股10家芯片龙头业绩：上半年营收合计2679亿，归母净利1118亿；长鑫、佰维存储、沐曦扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=2664861693","media":"中新经纬","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664861693?lang=zh_cn&edition=full","pubTime":"2026-09-02 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22:29","pubTimestamp":1787927378,"startTime":"0","endTime":"0","summary":"正冲击港股IPO","market":"hk","thumbnail":"https://img3.gelonghui.com/f6e2c-5e63b991-5b22-4fd5-8230-78e1578a80ec.jpg?guru_height=3264&guru_width=5824&guru_size=1990728","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/f6e2c-5e63b991-5b22-4fd5-8230-78e1578a80ec.jpg?guru_height=3264&guru_width=5824&guru_size=1990728"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/6408755","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["688498","SGXZ49509284.SGD","159665","BK0214","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660422584","title":"他入职一年，接任芯片龙头董秘了｜董秘沙龙","url":"https://stock-news.laohu8.com/highlight/detail?id=2660422584","media":"时代财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660422584?lang=zh_cn&edition=full","pubTime":"2026-08-19 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存储芯片龙头长鑫科技（688825）正式开启新股申购。由于发行规模巨大，本次打新罕见上演“阳光普照”行情。机构预测其网上中签率将飙升至 0.3% 至 0.7%（中性预期约 0.45%），达到了普通科创板新股的 10 至 20 倍。经测算，沪市 20 万日均市值的单账户中签概率高达约 18%，100 万日均市值理论上大概率能稳定中 1 签。\n\n该股发行价格为 8.66 元/股，中一签（500 股）需缴款 4330 元。官方中签率与中签结果将分别于 7 月 17 日和 7 月 20 日（周一） 披露，中签者需在 20 日 16:00 前确保账户留足资金。多方机构给出中性预期，因长鑫科技上市后市值有望达 2 万亿至 3 万亿元，打新单签的盈利空间预计可达 2 万元左右。\n\n长鑫科技若全额行使绿鞋机制，最高募资总额将达 666.07 亿元，在刷新科创板最大 IPO 纪录的同时，也将成为 A 股史上第三大 IPO。财务数据显示公司已全面扭亏，预计 2026 年上半年营业收入将达 1100 亿至 1200 亿元，归母净利润达 500 亿至 570 亿元。本次战略配售总额超 144 亿元，成功引入了社保基金、养老金，以及阿里云、腾讯、美团、小米等 30 家产业终端巨头。 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