688041 海光信息
已收盘 12-15 15:00:00
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新帖
简况
“有你没我，有我没你”！两大券商首席爆发海光信息“争夺战”，聊天记录流出……
中国基金报 · 12-15 18:58
“有你没我，有我没你”！两大券商首席爆发海光信息“争夺战”，聊天记录流出……
行情火了，人也急了？海光信息覆盖权引爆矛盾！东北证券两位分析师群内互怼：有你没我（附图）
新浪证券 · 12-15 12:28
行情火了，人也急了？海光信息覆盖权引爆矛盾！东北证券两位分析师群内互怼：有你没我（附图）
海光信息等153股获推荐，东华能源目标价涨幅超80%
21世纪经济报道 · 12-15 09:06
海光信息等153股获推荐，东华能源目标价涨幅超80%
【机构调研记录】九泰基金调研中科曙光、海光信息
证券之星 · 12-11
【机构调研记录】九泰基金调研中科曙光、海光信息
【私募调研记录】航长投资调研中科曙光、海光信息
证券之星 · 12-11
【私募调研记录】航长投资调研中科曙光、海光信息
海光信息中科曙光终止重组 或因“二级市场股价变化较大”
证券日报 · 12-11
海光信息中科曙光终止重组 或因“二级市场股价变化较大”
称股价变化较大 海光信息、中科曙光千亿资产重组告吹 投资者质疑信披是否及时
红星资本局 · 12-10
称股价变化较大 海光信息、中科曙光千亿资产重组告吹 投资者质疑信披是否及时
海光信息：与字节、腾讯、阿里、百度等大厂深度合作
北京商报 · 12-10
海光信息：与字节、腾讯、阿里、百度等大厂深度合作
12月10日海光信息现7笔大宗交易 机构净买入1059.75万元
证券之星 · 12-10
12月10日海光信息现7笔大宗交易 机构净买入1059.75万元
曙光数创最新公告：海光信息取消对公司要约收购
证券之星 · 12-10
曙光数创最新公告：海光信息取消对公司要约收购
海光信息最新公告：将于12月10日召开终止重大资产重组投资者说明会
证券之星 · 12-09
海光信息最新公告：将于12月10日召开终止重大资产重组投资者说明会
中科曙光与海光信息终止重大资产重组，不影响后续持续合作
新浪科技 · 12-09
中科曙光与海光信息终止重大资产重组，不影响后续持续合作
海光信息宣布董事会批准废弃与中科曙光的合并计划
美股速递 · 12-09
海光信息宣布董事会批准废弃与中科曙光的合并计划
海光信息(688041.SH)终止换股吸收合并中科曙光(603019.SH)
智通财经 · 12-09
海光信息(688041.SH)终止换股吸收合并中科曙光(603019.SH)
穿越“死亡谷”：国产GPU双雄在巨亏中寻找商业闭环的窄门
蓝鲸财经 · 12-05
穿越“死亡谷”：国产GPU双雄在巨亏中寻找商业闭环的窄门
12月3日海光信息发生1笔大宗交易 成交金额840.56万元
证券之星 · 12-03
12月3日海光信息发生1笔大宗交易 成交金额840.56万元
12月1日海光信息现3笔大宗交易 机构净买入2073.9万元
证券之星 · 12-01
12月1日海光信息现3笔大宗交易 机构净买入2073.9万元
海光信息（688041）披露关于重大资产重组的进展公告，11月28日股价上涨0.63%
证券之星 · 11-28
海光信息（688041）披露关于重大资产重组的进展公告，11月28日股价上涨0.63%
每周股票复盘：海光信息（688041）折价大宗交易及股权激励授予
证券之星 · 11-23
每周股票复盘：海光信息（688041）折价大宗交易及股权激励授予
11月20日海光信息现1笔折价18.54%的大宗交易 合计成交1534.75万元
证券之星 · 11-20
11月20日海光信息现1笔折价18.54%的大宗交易 合计成交1534.75万元
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公司概况
公司名称：
海光信息技术股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2022-08-12
主营业务：
海光信息技术股份有限公司的主营业务是研发、设计和销售应用于服务器、工作站等计算、存储设备中的高端处理器。公司的主要产品是通用处理器-海光CPU、协处理器-海光DCU、技术服务。公司在报告期内荣获第八届（2025）西湖大会“最受机构青睐（科创板）上市公司TOP5榜单”、“最受机构青睐（专精特新‘小巨人’）上市公司TOP5榜单”；“第十六届上市公司投资者关系管理天马奖”与“2025科创金牛奖”；鼎新奖“卓越创新企业”等荣誉。
发行价格：
36.00
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12:28","pubTimestamp":1765772880,"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！ 近日，一张在业内流传的东北证券TMT大群聊天截图，引发卖方圈关注。对话双方为电子组分析师李玖与计算机&AI方向分析师赵宇阳，两人因研究覆盖边界重叠，在群内爆发了罕见的公开争执。 事件起于海光信息的覆盖问题。","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://finance.sina.com.cn/stock/marketresearch/2025-12-15/doc-inhawauf3951843.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":["BK0183","000686","688041","LU1969619763.USD","SGXZ81163826.USD","BK0028","BK0276","BK0188","SGXZ49509284.SGD","BK0214","LU2328871848.SGD"],"gpt_icon":0},{"id":"2591935516","title":"海光信息等153股获推荐，东华能源目标价涨幅超80%","url":"https://stock-news.laohu8.com/highlight/detail?id=2591935516","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591935516?lang=zh_cn&edition=full","pubTime":"2025-12-15 09:06","pubTimestamp":1765760760,"startTime":"0","endTime":"0","summary":"南财投研通数据显示，12月8日至12月14日，券商给予上市公司目标价共62次，按最新收盘价计算，目标价涨幅排名居前的公司有东华能源、甬硅电子、法拉电子，目标价涨幅分别为83.73%、52.36%、5 ...","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun","url":"http://stock.10jqka.com.cn/hks/20251215/c673197922.shtml","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/hks/20251215/c673197922.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":["688041","002221"],"gpt_icon":0},{"id":"2590551482","title":"【机构调研记录】九泰基金调研中科曙光、海光信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2590551482","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590551482?lang=zh_cn&edition=full","pubTime":"2025-12-11 08:05","pubTimestamp":1765411530,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及12月10日披露的机构调研信息，九泰基金近期对2家上市公司进行了调研，相关名单如下：1）中科曙光 调研纪要：海光未来是曙光在算力、先进计算技术上的重要支撑点，合作模式不变。2）海光信息 调研纪要：海光与曙光终止重组因市场环境变化及交易复杂性，未来将分别聚焦高端芯片设计与算力基础设施集成，通过产业协同实现从芯片到算力服务的全链条发展。","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/RB2025121100004920.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":["SGXZ81163826.USD","603019","BK0089","SGXZ49509284.SGD","BK0122","BK0125","LU1969619763.USD","688041","BK0201","LU2328871848.SGD","BK0018","BK0030","BK0214","BK0038"],"gpt_icon":0},{"id":"2590551254","title":"【私募调研记录】航长投资调研中科曙光、海光信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2590551254","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590551254?lang=zh_cn&edition=full","pubTime":"2025-12-11 08:05","pubTimestamp":1765411519,"startTime":"0","endTime":"0","summary":"根据市场公开信息及12月10日披露的机构调研信息，知名私募航长投资近期对2家上市公司进行了调研，相关名单如下：1）中科曙光 调研纪要：海光未来是曙光在算力、先进计算技术上的重要支撑点，合作模式不变。2）海光信息 调研纪要：海光与曙光终止重组因市场环境变化及交易复杂性，未来将分别聚焦高端芯片设计与算力基础设施集成，通过产业协同实现从芯片到算力服务的全链条发展。","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://fund.stockstar.com/RB2025121100004912.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":["BK0122","BK0214","BK0018","SGXZ81163826.USD","603019","BK0089","BK0038","BK0125","LU1969619763.USD","BK0201","LU2328871848.SGD","SGXZ49509284.SGD","688041","BK0030"],"gpt_icon":0},{"id":"2590559966","title":"海光信息中科曙光终止重组 或因“二级市场股价变化较大”","url":"https://stock-news.laohu8.com/highlight/detail?id=2590559966","media":"证券日报 ","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590559966?lang=zh_cn&edition=full","pubTime":"2025-12-11 00:37","pubTimestamp":1765384620,"startTime":"0","endTime":"0","summary":" 12月10日，海光信息技术股份有限公司和曙光信息产业股份有限公司召开终止重大资产重组投资者说明会。 12月9日晚间，海光信息和中科曙光双双发布公告，同意终止海光信息通过向中科曙光全体A股换股股东发行A股股票的方式换股吸收合并中科曙光并募集配套资金。 对于后续发展，海光信息和中科曙光均在公告中表示，本次重大资产重组的终止不影响双方后续的持续合作。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/hyyj/2025-12-11/doc-inhaiywu9589891.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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12月9日晚间，海光信息和中科曙光双双公告，海光信息吸并中科曙光的重大资产重组终止。 5月25日，两家公司宣布筹划由海光信息换股吸收合并中科曙光。 11月29日，海光信息和中科曙光最新发布的资产重组进展公告中，仍表示“公司及有关各方正在积极推进本次交易相关工作”。 这也让不少投资者质疑信披是否及时。","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://finance.sina.com.cn/stock/relnews/cn/2025-12-10/doc-inhaiuqw9694571.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":"sina","symbols":["BK0214","LU1969619763.USD","SGXZ49509284.SGD","BK0122","BK0018","BK0030","688041","BK0125","SGXZ81163826.USD","BK0038","BK0089","BK0201","LU2328871848.SGD","603019"],"gpt_icon":0},{"id":"2590825005","title":"海光信息：与字节、腾讯、阿里、百度等大厂深度合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2590825005","media":"北京商报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590825005?lang=zh_cn&edition=full","pubTime":"2025-12-10 20:47","pubTimestamp":1765370820,"startTime":"0","endTime":"0","summary":"北京商报讯(记者陶凤王天逸)12月10日，海光信息董事、总经理沙超群在线上电话会议中就公司在国内头部互联网厂商业务进展及未来客户定位问题作出回应。沙超群称，面向互联网客户，海光信息已 ...","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tonghuashun","url":"http://stock.10jqka.com.cn/hks/20251210/c673114431.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/20251210/c673114431.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tonghuashun","symbols":["LU2328871848.SGD","BK0214","688041","LU1969619763.USD","SGXZ49509284.SGD","SGXZ81163826.USD"],"gpt_icon":0},{"id":"2590583312","title":"12月10日海光信息现7笔大宗交易 机构净买入1059.75万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2590583312","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590583312?lang=zh_cn&edition=full","pubTime":"2025-12-10 17:49","pubTimestamp":1765360181,"startTime":"0","endTime":"0","summary":"证券之星消息，12月10日海光信息发生大宗交易，交易数据如下：近三个月该股共发生51笔大宗交易，合计成交6.18万手，折价成交48笔。该股在过去半年内已有共计14.38亿股限售解禁股上市，占公司总股本的61.86%。截至2025年12月10日收盘，海光信息报收于218.5元，下跌0.36%，换手率1.94%，成交量45.14万手，成交额96.42亿元。该股最近90天内共有25家机构给出评级，买入评级21家，增持评级3家，中性评级1家；过去90天内机构目标均价为254.62。","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/RB2025121000028771.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":["SGXZ81163826.USD","688041","BK0214","LU2328871848.SGD","LU1969619763.USD","SGXZ49509284.SGD"],"gpt_icon":0},{"id":"2590231043","title":"曙光数创最新公告：海光信息取消对公司要约收购","url":"https://stock-news.laohu8.com/highlight/detail?id=2590231043","media":"证券之星","labels":["shareholding","merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590231043?lang=zh_cn&edition=full","pubTime":"2025-12-10 00:01","pubTimestamp":1765296083,"startTime":"0","endTime":"0","summary":"曙光数创公告，收到海光信息《取消筹划要约收购事项通知函》，因市场环境变化，重大资产重组条件不成熟，海光信息决定终止换股交易，同步取消对曙光数创的要约收购。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。","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/RB2025121000000004.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding,merge","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SGXZ49509284.SGD","BK0214","SGXZ81163826.USD","LU2328871848.SGD","688041","LU1969619763.USD"],"gpt_icon":0},{"id":"2590344283","title":"海光信息最新公告：将于12月10日召开终止重大资产重组投资者说明会","url":"https://stock-news.laohu8.com/highlight/detail?id=2590344283","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590344283?lang=zh_cn&edition=full","pubTime":"2025-12-09 22:12","pubTimestamp":1765289530,"startTime":"0","endTime":"0","summary":"海光信息(688041.SH)公告称，公司将于2025年12月10日15:00-16:00召开终止重大资产重组投资者说明会，会议将以网络互动形式进行，旨在与投资者交流并解答相关问题。公司部分董事、总经理、董事会秘书及财务负责人等将参会。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。","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/RB2025120900040339.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":["688041","SGXZ81163826.USD","BK0214","SGXZ49509284.SGD","LU1969619763.USD","LU2328871848.SGD"],"gpt_icon":0},{"id":"2590341043","title":"中科曙光与海光信息终止重大资产重组，不影响后续持续合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2590341043","media":"新浪科技","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590341043?lang=zh_cn&edition=full","pubTime":"2025-12-09 21:53","pubTimestamp":1765288380,"startTime":"0","endTime":"0","summary":"新浪科技讯 12月9日晚间消息，中科曙光与海光信息同时发布公告，宣布终止重大资产重组，并表示本次交易终止不会对公司的生产经营和财务状况造成重大不利影响，不存在损害公司及中小股东利益的情形。 公告称，本次交易自启动以来，公司及相关各方积极推动本次交易的各项工作。本次终止不影响双方后续的持续合作，中科曙光将与海光信息在系统级产品应用上建立更加紧密的合作关系。","market":"other","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://finance.sina.com.cn/tech/2025-12-09/doc-inhafmiu2467983.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0018","BK0214","BK0122","603019","SGXZ81163826.USD","SGXZ49509284.SGD","LU2328871848.SGD","688041","BK0089","BK0201","BK0125","BK0030","BK0038","LU1969619763.USD"],"gpt_icon":0},{"id":"1163162128","title":"海光信息宣布董事会批准废弃与中科曙光的合并计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1163162128","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1163162128?lang=zh_cn&edition=full","pubTime":"2025-12-09 21:40","pubTimestamp":1765287624,"startTime":"0","endTime":"0","summary":"海光信息宣布董事会已批准决定废弃与中科曙光的合并计划。","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":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0201","BK0018","SGXZ49509284.SGD","603019","LU2328871848.SGD","BK0125","BK0038","SGXZ81163826.USD","BK0089","BK0214","LU1969619763.USD","BK0030","688041","BK0122"],"gpt_icon":0},{"id":"2590334151","title":"海光信息(688041.SH)终止换股吸收合并中科曙光(603019.SH)","url":"https://stock-news.laohu8.com/highlight/detail?id=2590334151","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590334151?lang=zh_cn&edition=full","pubTime":"2025-12-09 21:35","pubTimestamp":1765287351,"startTime":"0","endTime":"0","summary":"智通财经APP讯，海光信息(688041.SH)发布公告，公司原拟通过向中科曙光全体A股换股股东发行A股股票的方式换股吸收合并中科曙光并募集配套资金。本次交易自启动以来，公司及相关各方积极推动本次交易的各项工作，由于本次交易规模较大、涉及相关方较多，使得重大资产重组方案论证历时较长，目前市场环境较本次交易筹划之初发生较大变化，本次实施重大资产重组的条件尚不成熟，为切实维护上市公司和广大投资者长期利益，经公司与交易各相关方友好协商、认真研究和充分论证，基于审慎性考虑，决定终止本次交易事项。","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/1379585.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"海光信息(688041.SH)终止换股吸收合并中科曙光(603019.SH)","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SGXZ49509284.SGD","BK0030","BK0122","LU2328871848.SGD","BK0089","688041","BK0038","LU1969619763.USD","SGXZ81163826.USD","BK0214","603019","BK0125","BK0018","BK0201"],"gpt_icon":0},{"id":"2589628098","title":"穿越“死亡谷”：国产GPU双雄在巨亏中寻找商业闭环的窄门","url":"https://stock-news.laohu8.com/highlight/detail?id=2589628098","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589628098?lang=zh_cn&edition=full","pubTime":"2025-12-05 15:58","pubTimestamp":1764921536,"startTime":"0","endTime":"0","summary":"截止上市前，摩尔线程的股东名单堪称“全明星阵容”。摩尔线程与沐曦股份均已被美国商务部列入“实体清单”。GPU行业遵循“高投入、长周期”的规律。相比之下，国产厂商目前的出货量级尚处于起步阶段。如何在销量尚未爆发前熬过财务上的“死亡谷”，是摆在两家公司面前的第一道难题。目前，GPU技术的迭代速度呈现出摩尔定律的极致特征。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1764844728882552465","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":"lanjinger_stock","symbols":["NVDS","LU0234570918.USD","LU1069344957.HKD","300474","LU0528227936.USD","2NVD.UK","LU1983260115.SGD","NVDX","BK4608","688802","688041","NVIW.SI","LU1989764664.SGD","688256","LU0965509283.SGD","159982","NVDS.UK","IE00BJTD4N35.SGD","BK4548","LU0345769128.USD","NVDD","LU0957791311.USD","LU2463028550.USD","IE000YTNTUN2.SGD","LU0267386448.USD","NVD","LU1267930490.SGD","BK0214","AMD","NVD3.UK","NVDY","LU0943347566.SGD","LU0390134368.USD","LU2125909593.SGD","688795","BK4503","3NVD.UK","NVDA","IE0034235303.USD","NVDU","NVD2.UK","LU1623119135.USD","LU1571399168.USD","SNVD.UK","LU0823414478.USD","IE00B7KXQ091.USD","LU1244550221.USD","BK4585","LU2272731600.USD"],"gpt_icon":1},{"id":"2588145420","title":"12月3日海光信息发生1笔大宗交易 成交金额840.56万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2588145420","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588145420?lang=zh_cn&edition=full","pubTime":"2025-12-03 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机构净买入2073.9万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2588605725","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588605725?lang=zh_cn&edition=full","pubTime":"2025-12-01 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合计成交1534.75万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2584187332","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2584187332?lang=zh_cn&edition=full","pubTime":"2025-11-20 17:49","pubTimestamp":1763632147,"startTime":"0","endTime":"0","summary":"证券之星消息，11月20日海光信息发生大宗交易，交易数据如下：大宗交易成交价格175元，相对当日收盘价折价18.54%，成交8.77万股，成交金额1534.75万元，买方营业部为中国中金财富证券有限公司成都东御街证券营业部，卖方营业部为中国银河证券股份有限公司东莞东城中路证券营业部。近三个月该股共发生36笔大宗交易，合计成交8.06万手，折价成交34笔。截至2025年11月20日收盘，海光信息报收于214.83元，上涨0.84%，换手率0.57%，成交量13.27万手，成交额28.68亿元。","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/RB2025112000027032.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":["BK0214","SGXZ49509284.SGD","SGXZ81163826.USD","LU2328871848.SGD","688041","LU1969619763.USD"],"gpt_icon":0}],"profile":{"ret":0,"serverTime":1765815293353,"stockEarnings":[{"period":"1week","weight":-0.0199},{"period":"1month","weight":-0.0454},{"period":"3month","weight":-0.0455},{"period":"6month","weight":0.5322},{"period":"1year","weight":0.6581},{"period":"ytd","weight":0.4036}],"compareEarnings":[{"period":"1week","weight":-0.0034},{"period":"1month","weight":-0.0277},{"period":"3month","weight":0.0048},{"period":"6month","weight":0.1517},{"period":"1year","weight":0.1236},{"period":"ytd","weight":0.1604}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"海光信息技术股份有限公司","boardCode":"AI0039","boardName":"计算机、通信和其他电子设备制造业","stockholders":"127498人(较上一季度增加59.34%)","perCapita":"18230股","listingDate":"2022-08-12","address":"天津市滨海新区天津华苑产业区海泰西路18号北2-204工业孵化-3-8","registeredCapital":"232433万元","survey":" 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