异动解读｜澜起科技盘中上涨3.23%，AI智能体催化CPU及内存互连芯片行情延续

行情直击09-23

9月23日，澜起科技盘中上涨3.23%，报319.4港元，成交额2145.8万港元，延续前一交易日强势表现。

消息面上，Meta AI智能体Muse近期登顶苹果应用商店免费榜，重新点燃市场对CPU及内存互连芯片的追捧。里昂研报指出，随着AI从模型训练转向推理，特别是AI代理的发展，服务器CPU需求持续上升，澜起科技被视为主要受惠者。此外，长鑫科技高端DRAM量产进一步提振存储产业链情绪，大摩指出DRAM及NAND均处于供应不足状态，记忆体价格高企。公司层面，澜起科技9月以来几乎每个交易日均实施A股回购，持续向市场传递信心。

（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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