688981 中芯国际
已收盘 07-24 15:00:00
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每周股票复盘：中芯国际（688981）103.16万股限制性股票拟归属
证券之星 · 07-26 01:03
每周股票复盘：中芯国际（688981）103.16万股限制性股票拟归属
资金动向 | 北水连续6日减持腾讯，华虹宏力、中芯国际获逆势加仓
格隆汇 · 07-24 19:54
资金动向 | 北水连续6日减持腾讯，华虹宏力、中芯国际获逆势加仓
【特约大V】龚成：人工智能投资机遇
金吾财讯 · 07-24 13:59
【特约大V】龚成：人工智能投资机遇
芯片股午后反弹 天数智芯(09903)涨3.68% 英特尔料CPU景气周期将延续至2028年
金吾财讯 · 07-24 13:45
芯片股午后反弹 天数智芯(09903)涨3.68% 英特尔料CPU景气周期将延续至2028年
部分半导体股午后上扬 澜起科技(06809)上涨7.06% AI算力需求带动产业链迎来情绪修复
金吾财讯 · 07-24 13:45
部分半导体股午后上扬 澜起科技(06809)上涨7.06% AI算力需求带动产业链迎来情绪修复
北水动向|北水成交净卖出42.26亿 北水加仓智谱(02513)近5亿港元 再度抛售AI硬件股
智通财经 · 07-23
北水动向|北水成交净卖出42.26亿 北水加仓智谱(02513)近5亿港元 再度抛售AI硬件股
7月23日中芯国际跌6.75%，科创50ETF华夏基金重仓该股
证券之星 · 07-23
7月23日中芯国际跌6.75%，科创50ETF华夏基金重仓该股
【特约大V】邓声兴：美伊烽火重燃加息预期 恒指短期考验两万六
金吾财讯 · 07-23
【特约大V】邓声兴：美伊烽火重燃加息预期 恒指短期考验两万六
中金2Q26公募持仓分析：公募还持有多少港股?
智通财经 · 07-23
中金2Q26公募持仓分析：公募还持有多少港股?
港股三大指数全天低位震荡 恒指收跌0.95% 网易(09999)跌7.39%
金吾财讯 · 07-22
港股三大指数全天低位震荡 恒指收跌0.95% 网易(09999)跌7.39%
基金最新调仓动向来了，这些双创个股被大幅加减仓
每日经济新闻 · 07-22
基金最新调仓动向来了，这些双创个股被大幅加减仓
资金动向 | 北水净买入港股超72亿港元，连续12日加仓兆易创新
格隆汇 · 07-21
资金动向 | 北水净买入港股超72亿港元，连续12日加仓兆易创新
北水动向|北水成交净买入71.67亿 北水重新加仓AI硬件股 全天抢筹智谱(02513)超11亿港元
智通财经 · 07-21
北水动向|北水成交净买入71.67亿 北水重新加仓AI硬件股 全天抢筹智谱(02513)超11亿港元
港股收评：半导体、光通信全线大涨，指数分化恒科指大涨1.3%重回4800点
格隆汇 · 07-21
港股收评：半导体、光通信全线大涨，指数分化恒科指大涨1.3%重回4800点
张坤在管易方达蓝筹精选披露二季报：大幅砍仓港股 减持阿里巴巴(09988)、百胜中国(09987)
智通财经 · 07-21
张坤在管易方达蓝筹精选披露二季报：大幅砍仓港股 减持阿里巴巴(09988)、百胜中国(09987)
一图速览Q2基金持仓变化
格隆汇 · 07-21
一图速览Q2基金持仓变化
港股异动 | 芯片股全线反弹 传台积电拟上调成熟制程报价 Capex上调再次确认AI景气度
智通财经 · 07-21
港股异动 | 芯片股全线反弹 传台积电拟上调成熟制程报价 Capex上调再次确认AI景气度
易方达张坤二季度“大变阵”：4只基金齐降仓位 蓝筹精选首次买入硬科技
澎湃新闻 · 07-21
易方达张坤二季度“大变阵”：4只基金齐降仓位 蓝筹精选首次买入硬科技
港股早盘震荡反复 恒指半日涨0.03% 中芯国际(00981)升8.82%
金吾财讯 · 07-21
港股早盘震荡反复 恒指半日涨0.03% 中芯国际(00981)升8.82%
港股午评|恒生指数午盘涨0.03% 芯片股全线走高
智通财经 · 07-21
港股午评|恒生指数午盘涨0.03% 芯片股全线走高
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公司概况
公司名称：
中芯国际集成电路制造有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2020-07-16
主营业务：
中芯国际集成电路制造有限公司的主营业务是基于多种技术节点和技术平台的集成电路晶圆代工业务，并提供设计服务与IP支持、光掩模制造等配套服务。公司的主要产品是集成电路晶圆代工、设计服务与IP支持、光掩模制造。公司累计获得授权专利共14,511件，其中发明专利12,621件。此外，公司还拥有集成电路布图设计权94件。
发行价格：
27.46
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上涨7.06%、天数智芯上涨4.04%、晶合集成上涨3.61%、晶门半导体上涨3.57%、中芯国际上涨2.19%、兆易创新上涨1.88%、华虹宏力上涨1.67%。大同证券表示，当前市场处于多重因素交织的复杂博弈阶段。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1986697","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":["BK1610","688249","BK1526","LU0320764599.SGD","BK1607","03986","LU0359201612.USD","LU0072913022.USD","LU0708995583.HKD","BK1614","LU0501845795.SGD","LU1813983027.USD","SG9999006597.SGD","BK1589","LU0359202008.SGD","688981","BK1163","688347","LU1023057109.AUD","LU1328277881.USD","LU1807302812.USD","02249","02878","LU0052750758.USD","IE0034224299.USD","LU1152091168.USD","LU1993786604.SGD","LU1960683339.HKD","LU2039709279.SGD","688008","LU0314109678.HKD","09903","TCHI","LU0067412154.USD","01347","00981","06809","LU0880133367.SGD","LU1008478684.HKD","LU1152091754.HKD","603986","LU0359201885.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653745678","title":"北水动向|北水成交净卖出42.26亿 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、腾讯分别遭净卖出10.96亿、15.4亿港元。盈富基金遭净卖出25.19亿港元。","market":"us","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/1471478.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":["LU0211331839.USD","HMTD.SI","GOOGL","TRUC","LU0675040207.SGD","LU0158827948.USD","03419","FPA","LU0541501648.USD","LU0426417589.USD","LU3063872942.SGD","LU2125910849.SGD","IE0008368304.USD","IE0032834883.USD","LU0979878070.USD","LU0784385170.HKD","EMC","XDAT","BK4602","LU1880383440.USD","LU0672654240.SGD","LU0029864427.USD","LU0882747503.HKD","LU0918141705.HKD","LU0211326755.USD","LU1328277881.USD","BK1588","LU2168563687.JPY","MCHS","LU1400636491.USD","LU0823038988.USD","LU0488056044.USD","LU1267930227.SGD","LU0175139822.USD","SG9999003461.SGD","SG9999015978.USD","SOCL","LU0690374615.EUR","LU2187417386.USD","LU2265009873.SGD","HK0000819398.USD","LU2491050154.USD","IE00B5MMRT66.SGD","LU0124676726.USD","LU2381873111.SGD","FDNI","IE00BKDWB100.SGD","METmain","LU0196878994.USD","LU1868838027.USD","SG9999014880.SGD","OGIG","LU0329678337.USD","LU0949170426.SGD","LU1981816686.USD","LU0197773673.USD","LU1046422090.SGD","LU0054450605.USD","LU0477156953.USD","LU0608807433.USD","LU0329678170.USD","IE00BWXC8680.SGD","LU1430594728.SGD","LU0345776255.USD","LU2498475776.HKD","LU2294711473.HKD","LU0210527791.USD","LU1675838814.USD","LU2237438978.USD","LU0494093205.USD","LU0820562030.AUD","LU1868837722.USD","LU2125909247.SGD","LU1211504680.USD","BK4077","IE00BQXX3F31.USD","LU1810669033.SGD","LU1880383366.USD","LU0117841782.USD","LU0588546209.SGD","LU2097829019.USD","LU2471134879.HKD","LU0738911758.USD","SG9999006514.SGD","IE00B19Z9505.USD","06869","03690","IE0034235188.USD","BK1607","LU0149725797.USD","09988","688008","LU0531970944.HKD","LU0496365809.HKD","LU0651946864.USD","LU1323610961.USD","LU2505996681.GBP","BK4576","IE00BQXX3C00.GBP","LU2592432038.USD","JADE","LU1839511570.USD","SG9999015952.SGD","LU2226246903.HKD","LU2456880835.USD","LU2430703251.USD","LU1974910355.USD","SG9999014575.USD","LU0689626769.HKD","LU1066053197.SGD","LU0256863902.USD","LU0164865239.USD","LU0672654166.SGD","LU1224444064.USD","LU2471134796.USD","LU0762541174.USD","IE0001KFT4U8.USD","LU1496350502.SGD","LU1226288097.SGD","HK0000286598.CNH","IE00B19Z8W00.USD","LU1316542783.SGD","LU0265550359.USD","LU0203345920.USD","LU0868494708.USD","LU1171460220.USD","LU1202635105.USD","BK1575","IE0003851619.USD","LU0210533765.USD","LU0054237671.USD","LU1226288170.HKD","IE00B031HW06.USD","LU2242649171.HKD","LU0096364046.USD","LU1951186391.HKD","LU2746668974.SGD","LU0370786039.SGD","LU2476274308.USD","LU0417516571.SGD","LU1769817096.USD","BK4588","SKYY","LU2357305700.SGD","BK1163","LU2488822045.USD","LU0642271901.SGD","BKF","SG9999001903.USD","SG9999014906.USD","LU0417516902.SGD","XSOE","LU0048388663.USD","LU0320765059.SGD","LU0856984785.SGD","LU1868837300.USD","LU0287142896.SGD","LU2491049909.HKD","LTL","01888","LU0708994859.HKD","LU2433249047.HKD","GGLL","LU1303224171.USD","LU1515016050.SGD","BK1591","LU0823041008.USD","LU0823426480.USD","LU2077746001.SGD","SGXZ90724238.SGD","IE0008368411.USD","FCOM","LU1769817179.HKD","IE00BN8TJ469.HKD","LU0784639295.USD","LU2449936058.SGD","LU0106252389.USD","LU1720051108.HKD","JEMA","BK1618","IE00BMPRXN33.USD","LU0890818403.SGD","SG9999013353.USD","BK1526","LU0143551892.USD","LU0516423174.USD","CQTM","BK4574","LU2098885051.SGD","LU2168564222.USD","LU0823421333.USD","LU0417516738.SGD","LU0871576103.HKD","LU1439103000.SGD","HK0000107257.USD","LU0269904917.USD","LU1267930730.SGD","LU0683600562.USD","SG9999014559.SGD","LU0396098781.USD","LU0737861772.HKD","LU0143863784.USD","LU1003077747.HKD","LU0261950983.USD","BK4561","LU1023057109.AUD","HK0000320264.USD","LU2023251221.USD","LU0138981039.USD","LU2125154935.USD","IE00BYXW3230.USD","LU2125910500.SGD","LU0061477393.USD","GOOY","LU2008162690.USD","LU1043141396.HKD","LU0737861699.HKD","LU0265550946.USD","LU0577902611.USD","688981","07500","LU0797268264.HKD","LU2746668461.USD","09115","LU0820561818.USD","LU0476273544.USD","LU0289961442.SGD","601869","LU1808992512.USD","LU2275660780.HKD","LU1102505762.USD","IE0032431581.USD","IE000F7OJYX1.SGD","LU0648948544.HKD","LU0499858602.USD","LU0708995401.HKD","LU1043141123.HKD","BK1608","LU2065171402.SGD","LU0607220059.USD","LU1226287529.USD","LU2999663052.SGD","BK1521","LDEM","LU2462157665.USD","LU0689472784.USD","LU2242650005.HKD","LU0353189763.USD","LU2168564149.EUR","LU1791710400.SGD","GOOW","LU0039217434.USD","LU2106854487.HKD","LU0106259558.USD","IE000SO60NU8.SGD","LU0254981946.USD","LU0203347892.USD","LU0594300179.USD","LU0588545730.USD","LU1481107354.HKD","LU0096362180.USD","BK4573","LU1226287875.USD","SG9999014898.SGD","LU0348805143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恒指短期考验两万六","url":"https://stock-news.laohu8.com/highlight/detail?id=2653719518","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2653719518?lang=zh_cn&edition=full","pubTime":"2026-07-23 13:55","pubTimestamp":1784786149,"startTime":"0","endTime":"0","summary":"国指跌109点或1.31%，报8251点；科指跌146点或3.04%，报4668点。美伊烽火重燃加息预期，恒指短期考验两万六。管理层预期在AI需求、订单回流本土晶圆厂及国产替代等因素推动下，2026年全年订单动能将保持强劲，价格上调趋势将持续至2026年。中芯国际身处AI国产替代与成熟制程价值重估的双重风口，短线波动无改中长期成长逻辑。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/NGExMWIwZjY5YWMzZDJiYjI3NzU4NjU1MjcxMDI5NzU=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NGExMWIwZjY5YWMzZDJiYjI3NzU4NjU1MjcxMDI5NzU=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1986618","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":["SG9999001689.USD","SG9999001846.SGD","LU0054450605.USD","LU1196710864.SGD","LU0234572021.USD","LU0348814723.USD","IE00B19Z8X17.USD","LU2028103732.USD","LU1894683264.USD","IE00BK4W5L77.USD","LU1226287875.USD","LU0417516902.SGD","EMCS","LU2247934214.USD","IE00B031J352.USD","LU1064131003.USD","LU2756315664.SGD","BK4592","LU0307460666.USD","SG9999014559.SGD","LU0043850808.USD","LU0067412154.USD","LU0181495838.USD","LU1989772840.SGD","LU1323998911.USD","LU2271345857.HKD","LU1785774172.SGD","LU0784639295.USD","LU1244550577.SGD","LU2505996681.GBP","LU0169518387.USD","LU0345768153.USD","LU0516423091.SGD","BK4588","LU0170899867.USD","LU0494093205.USD","LU2045819591.USD","LU1699723380.USD","BK4576","LU0006306889.USD","LU2097828805.USD","LU0254981946.USD","LU0251142724.SGD","LU2420271590.USD","LU0700851271.USD","LU0985320562.USD","LU0208291251.USD","LU0828237940.HKD","LU0949170772.SGD","LU2326559502.SGD","LU2265009873.SGD","LU0823434740.USD","SKYY","LU1102505762.USD","LU0251131958.USD","LU0634319403.HKD","LU1267930730.SGD","IE0008369823.USD","HK0001040168.HKD","LU0326948709.USD","LU0786609619.USD","LU1993786604.SGD","LU2317271919.USD","LU1810669033.SGD","IE00BSNM7G36.USD","LU0289961442.SGD","LU0868486357.SGD","LU2476274720.SGD","LU1044874839.SGD","LU0203347892.USD","IE00B1XK9C88.USD","LU0211326839.USD","LU0128525689.USD","LU0499858602.USD","BK4538","LU0588545490.SGD","LU0823426308.USD","LU1868837136.USD","LU1642822792.SGD","LU1935043023.USD","LU1303224171.USD","LU2211815571.USD","LU2250418816.HKD","LU0862451753.SGD","LU0477156953.USD","LU0957791311.USD","LU1196500208.SGD","LU1791710582.SGD","LU1429558221.USD","LU2476274308.USD","LU1242518931.SGD","LU0516422952.EUR","LU1267930573.SGD","LU0127658192.USD","LU3063872942.SGD","HK0000532082.HKD","LU0124676726.USD","LU0229945570.USD","LU0106259558.USD","LU2293587155.HKD","LU0192582467.USD","LU0651946864.USD","LU2275660780.HKD","LU2023250504.SGD","LU0823413660.USD","LU0414403682.SGD","LU1675838814.USD","LU2462591277.SGD","LU1778281490.HKD","IE00B0JY6N72.USD","LU1366334578.USD","LU0472753341.HKD","LU0342679015.USD","LU1633808545.USD","IE00BJTD4N35.SGD","HK0000914660.USD","IE00BKDWB100.SGD","LU0128522157.USD","LU0234570918.USD","LU1720050803.USD","TCHI","LU2592432038.USD","LU0572940350.SGD","LU1868837300.USD","LU0163747925.USD","LU0348735423.USD","LU0611395673.USD","LU1400636491.USD","CQTM","IE00B8HQ1Z84.USD","LU0607220059.USD","LU1303367103.USD","SG9999001069.SGD","LU0648000940.SGD","LU0890818403.SGD","LU0188438112.USD","LU1059921491.USD","LU1102505929.USD","HTCD.SI","LU0862451837.USD","LU0384037296.USD","LU0690374961.EUR","LU1105468828.SGD","LU0466842654.USD","LU0345770993.USD","LU2251237488.HKD","LU0463099449.HKD","IE00B19Z3B42.SGD","LU1066051225.USD","IE0034235188.USD","IE00BYXW3230.USD","LU0633140560.USD","LU0878004406.USD","LU1769817096.USD","LU1880383366.USD","IE00B031HY20.USD","LU2106854487.HKD","LU0196878994.USD","JEMA","LU2279701549.SGD","LU0588545730.USD","BK1614","LU2462157665.USD","LU0314104364.USD","LU1935043536.SGD","SG9999014674.SGD","LU1961090484.USD","LU0097036916.USD","IE00BZ08YR35.GBP","LU0143863198.USD","IE00BJTD4V19.USD","LU1282648689.USD","LU1282649810.SGD","IE00BQXX3D17.EUR","LU1880398554.USD","LU2750360997.AUD","SG9999015945.SGD","SG9999006514.SGD","ESPO","GOOGL","LU1400636657.SGD","LU2226246903.HKD","LU1645745479.HKD","LU0543330483.HKD","LU0302445910.USD","LU0683600562.USD","LU1670627923.USD","HK0000306685.HKD","GGLL","LU0323591593.USD","LU0648948544.HKD","LU2756315318.SGD","LU2023250843.SGD","LU0577902538.SGD","LU0164880469.USD","LU0251144936.SGD","LU1733274473.HKD","LU1224709979.USD","LU1201861249.SGD","BK1114","LU2168564065.EUR","LU0276348264.USD","LU0831103253.SGD","LU0672654240.SGD","LU0048584097.USD","SG9999017495.SGD","BKF","IE00BD6J9T35.USD","LU0289739343.SGD","LU0077335932.USD","LU1316542783.SGD","BK1512","LU1629891620.HKD","LU1720051017.SGD","LU0096364046.USD","HK0000819398.USD","LU0261947096.USD","SG9999007991.SGD","LU2097828631.EUR","EEMX","BK4574","LU2360106780.USD","LU1718418525.SGD","BK4550","LU0509642566.USD","LU2008162690.USD","LU2102340556.USD","LU0737861772.HKD","IE0034224299.USD","LU1251922891.USD",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17:54","pubTimestamp":1784627663,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，7月21日港股市场，北水成交净买入71.67亿港元。北水净买入最多的个股是华虹宏力、中芯国际、智谱。智谱获净买入11.41亿港元。长飞光线光缆获净买入10.44亿港元。建滔积层板、建滔集团分别获净买入9.29亿、4.27亿港元。项目全面达产后，预计新增年产值20亿元。据推算，公司二季度单季净利润约54.39亿元，环比增长约272%。","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/1470416.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":["LU1831875114.USD","LU1951186391.HKD","LU2778985437.USD","LU1515016050.SGD","LU0683595622.HKD","LU1044875133.USD","LU0107464264.USD","BK1589","LU0737861772.HKD","BK1608","LU1769817179.HKD","SG9999000418.SGD","SG9999014906.USD","SG9999015978.USD","LU0169518387.USD","LU1366334578.USD","LU0417516902.SGD","ODDS","LU0871576103.HKD","LU2097828805.USD","LU1105468828.SGD","688008","LU0972618739.USD","LU1981816686.USD","MCHS","LU2362541273.HKD","LU0096374516.USD","XIACY","LU1366334651.USD","BK1193","LU0862451837.USD","LU2051468812.USD","IE00BGV7N243.SGD","LU0348735423.USD","SG9999014880.SGD","LU0642271901.SGD","LU1152091754.HKD","HK0000914660.USD","LU1048596156.SGD","JADE","LU2023250504.SGD","LU1868837565.USD","LU0345769631.USD","LU2125910849.SGD","LU2498475776.HKD","01347","LU2257852520.SGD","LU0821914370.USD","SOCL","LU0640798160.USD","LU0259732245.USD","LU0865486749.SGD","LU1810669033.SGD","LU0348814723.USD","LU3063872942.SGD","LU0345776255.USD","03986","IE0031814852.USD","LU0918141887.USD","02513","LU2097828474.EUR","LU0348788117.USD","LU0886674414.USD","LU0054450605.USD","LU0289960550.SGD","SG9999002562.SGD","BK1609","LU1044874839.SGD","LU1880383366.USD","LU2187417386.USD","GB00BDT5M118.USD","LU0181495838.USD","HK0001040143.USD","IE00B97KM107.HKD","LU2294711473.HKD","FDNI","LU0054237671.USD","LU0143863784.USD","LU0738912210.USD","LU1226288170.HKD","LU1804176565.USD","LU0128522744.USD","SG9999007991.SGD","LU0501845795.SGD","LU0605514214.HKD","LU1813983027.USD","LU0672654166.SGD","LU0320764755.SGD","LU0456827905.SGD","IE00B0169L03.USD","LU2279701549.SGD","IE00BZ08YR35.GBP","LU2008162690.USD","LU0708995153.HKD","LU1734074674.USD","LU1733274390.USD","LU1974910355.USD","LU1064131003.USD","HXXD.SI","LU0594300179.USD","BK1531","BK1591","LU0417516738.SGD","LU2462611646.USD","LU0348827113.USD","LU0819121731.USD","LU0211331839.USD","LU0143863198.USD","LU2242644610.SGD","LU0488056044.USD","SG9999014898.SGD","LU0261950983.USD","LU1883866441.USD","00700","LU0067412154.USD","LU0540923850.HKD","HK0000165453.HKD","LU1956131251.USD","LU2237443382.USD","BK1095","IE00B8HQ1Z84.USD","06809","IE00B031HW06.USD","LU2265009873.SGD","LU0878005551.USD","IE00B5MMRT66.SGD","LU1725190679.HKD","LU2106854487.HKD","LU0414403682.SGD","LU0127658192.USD","LU0049853897.USD","LU0203345920.USD","LU0856984785.SGD","SG9999000459.SGD","LU2097828631.EUR","LU0163747925.USD","LU1235295612.USD","SG9999000327.SGD","LU0228367735.SGD","LU0348723411.USD","SG9999018857.SGD","LU2929501877.USD","LU0831103253.SGD","LU0203347892.USD","LU0210526637.USD","LU0048388663.USD","LU0329678170.USD","LU0196878994.USD","LU0254981946.USD","LU0192582467.USD","LU0633140727.USD","SG9999006514.SGD","LU0359201612.USD","BK1607","LU0029874905.USD","HK0000914686.HKD","LU0828237940.HKD","LU0890818403.SGD","LU1226288097.SGD","LU2177674079.SGD","LU0348805143.USD","LU0210527791.USD","LU0577902611.USD","LU2087589342.USD","LU1196710195.USD","LU1718418525.SGD","LU0823426480.USD","LU0572944931.SGD","LU2251237488.HKD","LU0593848301.USD","LU0211977185.USD","TCHmain","LU0561508036.HKD","LU1961090484.USD","LU0823413660.USD","SG9999003461.SGD","LU0314109678.HKD","06869","LU0651946864.USD","LU0039217434.USD","LU1211504680.USD","BK1521","LU0106252389.USD","LU0348816934.USD","LU0348825331.USD","LU0516422952.EUR","LU1303224171.USD","LU2097828557.USD","LU0823413587.USD","HK0000352291.HKD","LU0251144936.SGD","SG9999001226.SGD","LU0417516571.SGD","LU0572940350.SGD","HTCD.SI","AAXJ","LU1794554557.SGD","SG9999001069.SGD","ESPO","LU2226246903.HKD","LU1629966141.USD","LU0165289439.USD","IE00BZ08YT58.USD","LU0080751232.USD","LU0164872284.USD","LU0823039010.USD","SG9999017495.SGD","LU0117841782.USD","LU0541501648.USD","LU0611395673.USD","LU1719994722.HKD","SG9999018865.SGD","IE0003851619.USD","BK1610","SGXZ31699556.SGD","XSOE","LU0449515922.USD","688981","LU2293587155.HKD","LU2476274308.USD","IE00B8L5B284.USD","BK1170","IE00B0JY6N72.USD","LU0823397103.USD","IE0032431581.USD","LU2476274720.SGD","LU1226287529.USD","LU1282648689.USD","LU2351347302.SGD","LU1868837722.USD","IE0009570106.USD","LU2152927971.USD","LU1196710351.USD","LU0106259558.USD","MIUmain","LU1917777945.USD","SG9999001093.SGD","LU0918141705.HKD","LU1675838814.USD","SG9999015945.SGD","LU0049112450.USD","00981","IE0003895053.USD","LU021053376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13:53","pubTimestamp":1784613183,"startTime":"0","endTime":"0","summary":"消息面上，据报道，台积电可能将于2027年初上调成熟制程芯片价格，这将是三年多来首次针对非先进制程的调价行动，也意味着由AI驱动的半导体需求热潮正从GPU、高性能计算等领域向电源管理芯片、功率器件等成熟制程蔓延。此外，台积电同步上调全年收入、AI需求展望与资本开支三重指引。东北证券指出，台积电Capex上行再次确认AI景气度，且紧缺并不限于先进制程：AI数据中心带动PMIC与传感器需求放量，成熟制程也出现短缺。","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/1470239.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":["LU0572940350.SGD","BK4512","LU1037948897.HKD","LU0719512351.SGD","LU2298321311.HKD","LU0878005551.USD","688981","LU2458330169.SGD","LU0792757196.USD","LU0264606111.USD","LU0889566641.SGD","LU2237443978.SGD","MEMX","SGXZ51526630.SGD","LU1989772923.USD","LU0359202008.SGD","SGXZ81514606.USD","LU1917777945.USD","BK4527","LU2491050154.USD","LU2092937221.SGD","ADVE","LU2360106780.USD","688385","LU0572939691.SGD","BK4543","SFDMY","IE00BZ199S13.USD","LU2491049909.HKD","LU0353189763.USD","LU2250418816.HKD","LU1934455277.USD","LU2023251221.USD","LU2125154935.USD","BK4591","LU1712237335.SGD","BK4554","TEK","LU2249611893.SGD","LU2106854487.HKD","LU2237443622.USD","LU1974910355.USD","TTEQ","LU0878004406.USD","IE00BQXX3C00.GBP","LU0823414478.USD","LU2458330243.SGD","LU1989772840.SGD","LU2133065610.SGD","ESIM","LU0109392836.USD","LU2279858448.HKD","BLOX","IE00BKPKM429.USD","LU0353189680.USD","LU2028103732.USD","SG9999006597.SGD","LU2471134879.HKD","SG9999000418.SGD","BK4605","SPTE","IE0004445239.USD","LU2294711713.HKD","IE00B5TLWC47.USD","LU2111349929.HKD","TSMG","LU0082616367.USD","IE00BYQQ9H92.USD","LU0965509283.SGD","LU0345770993.USD","LU1989764664.SGD","LU0158827948.USD","LU0289960550.SGD","LU2357125470.USD","LU0158827781.USD","LU2750360641.GBP","EMC","BK4588","TSMY","SGXZ99366536.SGD","00981","BK1610","LU0143863784.USD","LU1023057109.AUD","UMMA","IE00BD6J9T35.USD","LU0198837287.USD","LU1989764748.USD","LU2237443382.USD","CGGO","LU1803068979.SGD","LU1323610961.USD","LU0348723411.USD","LU2211814178.USD","CGIC","LU0345770308.USD","LU0143863198.USD","LU2237443549.SGD","LU0094547139.USD","TSM","LU2860962120.EUR","LU2663582299.SGD","688249","LU2360032135.SGD","LU1282649810.SGD","BK4532","LU0642271901.SGD","TSMZ","LU0211327993.USD","LU0056508442.USD","BK4503","BK1163","BK4550","STSM","LU2125154778.USD","BK1589","AVSE","TSMU","IE0004091025.USD","BK4526","IE00BQXX3D17.EUR","LU2211815571.USD","AVXC","BK4141","BK4534","LU0310799852.SGD","LU2089284900.SGD","LU0689626769.HKD","LU1267930490.SGD","LU2491050071.SGD","AIQ","BK4533","LU0541502299.USD","LU1282649067.USD","LU0708995583.HKD","LU1934455863.HKD","03145","CORO","LU2247934214.USD","LU1171460220.USD","LU0823414551.USD","LU0882747503.HKD","CWI","LU0823421333.USD","LU0316494557.USD","LU2471134523.USD","IE00BQXX3F31.USD","BK1607","LU2471134796.USD","LU0823421416.USD","FDTX","BK4581","IE00BHPRN162.USD","CHPX","LU1508157978.USD","LU2089283258.USD","IE0004086264.USD","LU2271345857.HKD","LU0175139822.USD","LU0359201885.HKD","LU0541501648.USD","LU1211504680.USD","KNOW","SG9999004220.SGD","WUGI","IE00BFXG0V08.USD","CGNG","01347","688347","LU2054465674.USD","LU0965509010.AUD","SMH","BK4505","EMM","LU1037948541.HKD","ASIA","CNEQ","LU0323591593.USD","TCHI","LU2023250504.SGD","TSMX","LU1623119135.USD","LU0320764599.SGD","LU0965509101.SGD","LU2063271972.USD","BK4548","LU1852331112.SGD","LU0238689110.USD","LU0359201612.USD","LU2750360997.AUD","LU0211328371.USD","IE0034224299.USD","LU1934455194.USD","LU2471134952.CNY","BK1614","TINS","LU0124676726.USD","LU0861579265.USD","IE00B3M56506.USD","LU2360108059.USD","02249","AVEM","BK4612","LU0965508806.USD","LU2087625088.SGD","LU0488056044.USD","LU0889565833.HKD","LU1868838027.USD","CGDG","LU2506951792.HKD","LU2543165471.USD","LU1868837565.USD","BK4585","BK1526","BAI","LU1267930813.SGD","SPWO","01385","BK4602","LU0384037296.USD","LU1868837722.USD","LU2041044095.USD","LU1316542783.SGD","LU0052750758.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653822577","title":"易方达张坤二季度“大变阵”：4只基金齐降仓位 蓝筹精选首次买入硬科技","url":"https://stock-news.laohu8.com/highlight/detail?id=2653822577","media":"澎湃新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2653822577?lang=zh_cn&edition=full","pubTime":"2026-07-21 13:13","pubTimestamp":1784610833,"startTime":"0","endTime":"0","summary":"【易方达张坤二季度“大变阵”：4只基金齐降仓位 蓝筹精选首次买入硬科技】二季度，“顶流”基金经理、易方达基金张坤旗下在管4只基金持仓风格出现明显的转向。作为规模最大的产品，易方达蓝筹精选的换股动作尤为明显。其股票仓位从93.12%一举调降至75%，港股仓位更由46%砍至25%，几近腰斩。持仓层面，该基金在保留白酒、能源和港股互联网底仓的同时，历史性地首次建仓中芯国际与东山精密两只科技股，前十大重仓股集中度则骤降至38.95%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607213815342615.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/202607213815342615.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_eastmoney","symbols":["LU0819123356.HKD","HTCD.SI","KLAG","LU2580892789.USD","BK1583","LU0762540952.USD","SG9999014575.USD","LU0274383776.USD","LU0630378429.USD","LU2251237488.HKD","IE0002270589.USD","89988","LU0265550946.USD","LU0316494557.USD","LU1064130708.USD","LU2462611646.USD","LU0128522157.USD","LU2471134952.CNY","BK1571","IE00BQXX3F31.USD","LU1303367103.USD","LU0345768740.USD","LU0310800965.SGD","SG9999007991.SGD","LU1244550494.USD","LU2360106780.USD","LU0650527681.SGD","LU0106252389.USD","LU0868494708.USD","BK4534","LU2663582299.SGD","LU2191332357.HKD","LU0819121731.USD","LU2213484517.USD","IE00BZ08YT58.USD","LU2125154935.USD","LU2357125470.USD","LU1048596156.SGD","LU1044876610.USD","LU1048588211.SGD","LU0444973449.USD","LU2097828805.USD","600519","LU1430594728.SGD","LU0048584097.USD","LU0287142896.SGD","LU0949170772.SGD","LU1282648689.USD","LU1997244956.HKD","LU0943347566.SGD","LU0314104364.USD","600809","BK4512","LU0029864427.USD","LU1880398554.USD","LU1032955483.USD","LU1969619763.USD","SNPE","LU2102340556.USD","RDVY","IE00B1XK9C88.USD","LU2097828557.USD","GGLS","LU0289739343.SGD","LU1504937902.USD","LU1633808545.USD","LU0052756011.USD","BK4505","CQTM","LU0594300419.USD","LU0672654240.SGD","LU2125910849.SGD","LU0531970944.HKD","LU1235295612.USD","LU3227948356.SGD","LU2097344357.USD","LU0072913022.USD","LU2413666426.HKD","LU0267386448.USD","BK0012","LU0149725797.USD","IE00B0169N27.USD","LU1226288253.USD","CNEQ","LU0345770308.USD","LU0689472784.USD","LU1267930573.SGD","LU1596574779.USD","SG9999014898.SGD","LU2362540622.SGD","LU2041044095.USD","00883","BK1517","BK1584","LU1804176565.USD","LU1951198990.SGD","LU1934455863.HKD","LU2289578879.USD","IE00B19Z3581.USD","TTEQ","LU1366334578.USD","IE00BMPRXN33.USD","BABA","BK0183","LU2298321311.HKD","LU0738912210.USD","LU2462591277.SGD","LU0314106906.USD","BK4543","UMMA","IE00B0169L03.USD","LU1960683339.HKD","LU2413666004.HKD","XLC","LU1820825898.SGD","SGXZ81163826.USD","LU2063271972.USD","LU2750360641.GBP","LTL","TEK","LU2756315664.SGD","LU1224444064.USD","LU0672654166.SGD","HK0000914686.HKD","LU0545039389.USD","LU1121112475.USD","IE00B19Z8X17.USD","LU0049853897.USD","LU0511384066.AUD","IE0001KFT4U8.USD","LU2148510915.USD","BK0188","LU2023250843.SGD","BK0196","LU2471134523.USD","BK0076","LU2168564495.EUR","LU0214875030.USD","LU1043141396.HKD","LU0061474960.USD","SG9999002828.SGD","TCEHY","LU0127658192.USD","LU1497733631.SGD","LU2462157665.USD","LU0828237510.HKD","BK4605","LU1914381329.SGD","BIDD","PSI","LU0861579265.USD","BK4574","CXSE","LU0831093199.SGD","LU1328277881.USD","LU1044875133.USD","SHOC","LU1620156130.USD","LU1961090484.USD","LU2237443622.USD","XSOE","IE00BGV7N243.SGD","LU0315178854.USD","LU0289961442.SGD","LU0188438112.USD","TCHmain","LU1674673691.USD","LU0823041008.USD","LU1301847155.USD","IE00B1BXHZ80.USD","LU0359202008.SGD","LU0572939691.SGD","LU0314109678.HKD","LU2237443895.HKD","LU1634259391.SGD","LU0882747503.HKD","LU1781817850.SGD","LU1642822529.SGD","AVXC","LU0886674414.USD","LU0143863198.USD","LU0577902298.EUR","LU1935042488.USD","IE00BYQQ9H92.USD","BK4548","JEMA","LU0109392836.USD","LU0640476718.USD","LU1839511570.USD","LU2077746001.SGD","LU2008162690.USD","LU1201861249.SGD","LU2491049909.HKD","LU2506951792.HKD","LU0345776255.USD","SG9999001846.SGD","IE00B3M56506.USD","LU0320764599.SGD","SOCL","LU1923622614.USD","BK1249","LU0831103253.SGD","HK0000304805.HKD","LU0708995583.HKD","002384","CWI","LU0348827113.USD","IE00BDRTCR15.USD","LU0070302665.USD","LU0265550359.USD","LU1852331112.SGD","LU1051768304.USD","LU1188198961.HKD","LU2065170008.USD","BK0171","LU2097344431.USD","LU2237443465.HKD","LU1282651048.USD","LU1794554557.SGD","LU1989764664.SGD","LU0307460666.USD","LU2028103732.USD","LU2491050154.USD","LU0456842615.SGD","LU0203347892.USD","TSMY","SG9999017495.SGD","LU2362541273.HKD","03145","LU0823413587.USD","HK0000181112.HKD","LU0441854154.USD","IE0034235295.USD","LU0516422366.SGD","BK0215","GB00B4QBRK32.GBP","LU2404859741.USD","LU2456880835.USD","IE00BYV24P56.USD","LU0210526637.USD","LU0329678337.USD","SPTE","LU0261950983.USD","LU1226287875.USD","LU1522347837.USD","LU2065171402.SGD","TRUC","LU0823414478.USD","LU0345770993.USD","IE00B5MMRT66.SGD","LU0049112450.USD","EMC","LU0797268264.HKD","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