异动解读｜澜起科技盘中上涨4.24%，全球半导体7月涨价潮叠加AI算力需求持续驱动

行情直击06-30

6月30日，澜起科技盘中上涨4.24%，报466.6港元，成交额7.87亿港元。

消息面上，全球半导体产业链正迎来一轮"7月涨价潮"，多家头部企业宣布上调产品价格。此前竞争对手瑞萨电子与Rambus已对DDR5 RCD芯片大幅提价50%，进一步凸显澜起科技作为全球内存接口芯片龙头（市占率36.8%居首）的定价权优势。同时，随着AI从模型训练转向推理阶段，服务器CPU需求持续上升，公司作为CPU与内存之间关键互连芯片供应商，被视为本轮算力扩张周期的主要受益者之一。机构认为，本轮AI科技抱团短期不会轻易结束。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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