华隐
08-14
11就是//
长鑫科技,成为中国陆港两地值最高上市公司!
华尔街见闻
紧盯全球金融市场,覆盖股市、外汇、债券、大宗商品等。
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":596729162884032,"tweetId":"596729162884032","gmtCreate":1786703993648,"gmtModify":1786703995994,"author":{"id":3542101532388051,"idStr":"3542101532388051","authorId":3542101532388051,"authorIdStr":"3542101532388051","name":"华隐","avatar":"https://static.tigerbbs.com/79bfc0690e5db1f6e1c0fd753660f734","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[{"themeId":"5025dc3c20f14808adebf26909c9e535","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"华尔街见闻","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":5025dc3c20f14808adebf26909c9e535}&rnconfig={\"headerBarHidden\": true}","description":"紧盯全球金融市场,覆盖股市、外汇、债券、大宗商品等。","image":"https://static.tigerbbs.com/38b2d7b10c53afe188a3eead61d9c3e4"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>11就是//</p></body></html>","htmlText":"<html><head></head><body><p>11就是//</p></body></html>","text":"11就是//","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/596729162884032","repostId":2659701130,"repostType":2,"repost":{"id":"2659701130","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1786613723,"share":"https://www.laohunote.com/m/news/2659701130?lang=zh_CN&edition=full","pubTime":"2026-08-13 17:35","market":"hk","language":"zh","title":"长鑫科技,成为中国陆港两地值最高上市公司!","url":"https://stock-news.laohu8.com/highlight/detail?id=2659701130","media":"华尔街见闻","summary":"登陆科创板仅两周,长鑫科技便以约3.54万亿元收盘市值超越腾讯,登顶陆港两地上市公司市值榜首。","content":"<html><body><p>中国存储芯片巨头<a href=\"https://laohu8.com/S/688825\">长鑫科技</a>登陆科创板仅两周多,便首次在收盘市值上超越<a href=\"https://laohu8.com/S/00700\">腾讯</a>,跃居中国AH股市值最高上市公司。AI热潮之下,市场资金正从互联网平台加速转向半导体等硬件资产,科技股的估值逻辑正在发生变化。</p>\n<p>周四,长鑫科技盘中一度涨超4%,随后回吐涨幅,收盘跌1.2%,<strong>总市值约3.54万亿元。</strong>同期,腾讯公布二季度业绩后股价大跌4.5%,<strong>市值降至约3.44万亿元。</strong></p>\n<p>腾讯股价承压的核心原因,在于市场对其AI投入激增的担忧。随着资本开支大幅扩张,投资者开始重新评估AI投入对利润率和现金流的影响。相比之下,长鑫科技上市以来股价累计涨幅已超过500%,成为资金押注中国AI产业链和半导体自主可控的重要标的。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/f9f3b1b1-7b58-43f2-81f3-0d6917876cf1.png\"/></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/3460b931-a628-4b23-a42b-e283317f5e7a.png\"/></p>\n<h2>长鑫科技上市即爆发</h2>\n<p>长鑫科技总部位于安徽合肥,是全球第四大DRAM生产商,产品覆盖智能手机、高性能计算及AI服务器等领域。</p>\n<p>公司登陆科创板后股价迅速走强,首日涨幅约467%,此后继续上涨。与此同时,MSCI上月宣布将长鑫科技纳入MSCI中国全股票指数,相关调整于8月10日生效,进一步带来被动资金配置需求。</p>\n<p>长鑫科技市值超越腾讯,也被市场视为AI行情从软件向硬件扩散的一个标志。</p>\n<p>Allspring Global Investments投资组合经理Gary Tan表示,<strong>长鑫科技市值超过腾讯释放了一个信号:芯片正在成为新的“点击量”。随着智能体AI在互联网流量中的占比提升,芯片与互联网平台之间的市值差距可能进一步扩大。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>长鑫科技,成为中国陆港两地值最高上市公司!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n长鑫科技,成为中国陆港两地值最高上市公司!\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-13 17:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>中国存储芯片巨头<a href=\"https://laohu8.com/S/688825\">长鑫科技</a>登陆科创板仅两周多,便首次在收盘市值上超越<a href=\"https://laohu8.com/S/00700\">腾讯</a>,跃居中国AH股市值最高上市公司。AI热潮之下,市场资金正从互联网平台加速转向半导体等硬件资产,科技股的估值逻辑正在发生变化。</p>\n<p>周四,长鑫科技盘中一度涨超4%,随后回吐涨幅,收盘跌1.2%,<strong>总市值约3.54万亿元。</strong>同期,腾讯公布二季度业绩后股价大跌4.5%,<strong>市值降至约3.44万亿元。</strong></p>\n<p>腾讯股价承压的核心原因,在于市场对其AI投入激增的担忧。随着资本开支大幅扩张,投资者开始重新评估AI投入对利润率和现金流的影响。相比之下,长鑫科技上市以来股价累计涨幅已超过500%,成为资金押注中国AI产业链和半导体自主可控的重要标的。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/f9f3b1b1-7b58-43f2-81f3-0d6917876cf1.png\"/></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/3460b931-a628-4b23-a42b-e283317f5e7a.png\"/></p>\n<h2>长鑫科技上市即爆发</h2>\n<p>长鑫科技总部位于安徽合肥,是全球第四大DRAM生产商,产品覆盖智能手机、高性能计算及AI服务器等领域。</p>\n<p>公司登陆科创板后股价迅速走强,首日涨幅约467%,此后继续上涨。与此同时,MSCI上月宣布将长鑫科技纳入MSCI中国全股票指数,相关调整于8月10日生效,进一步带来被动资金配置需求。</p>\n<p>长鑫科技市值超越腾讯,也被市场视为AI行情从软件向硬件扩散的一个标志。</p>\n<p>Allspring Global Investments投资组合经理Gary Tan表示,<strong>长鑫科技市值超过腾讯释放了一个信号:芯片正在成为新的“点击量”。随着智能体AI在互联网流量中的占比提升,芯片与互联网平台之间的市值差距可能进一步扩大。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688825":"长鑫科技"},"source_url":"https://wallstreetcn.com/articles/3779373","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659701130","content_text":"中国存储芯片巨头长鑫科技登陆科创板仅两周多,便首次在收盘市值上超越腾讯,跃居中国AH股市值最高上市公司。AI热潮之下,市场资金正从互联网平台加速转向半导体等硬件资产,科技股的估值逻辑正在发生变化。\n周四,长鑫科技盘中一度涨超4%,随后回吐涨幅,收盘跌1.2%,总市值约3.54万亿元。同期,腾讯公布二季度业绩后股价大跌4.5%,市值降至约3.44万亿元。\n腾讯股价承压的核心原因,在于市场对其AI投入激增的担忧。随着资本开支大幅扩张,投资者开始重新评估AI投入对利润率和现金流的影响。相比之下,长鑫科技上市以来股价累计涨幅已超过500%,成为资金押注中国AI产业链和半导体自主可控的重要标的。\n\n\n长鑫科技上市即爆发\n长鑫科技总部位于安徽合肥,是全球第四大DRAM生产商,产品覆盖智能手机、高性能计算及AI服务器等领域。\n公司登陆科创板后股价迅速走强,首日涨幅约467%,此后继续上涨。与此同时,MSCI上月宣布将长鑫科技纳入MSCI中国全股票指数,相关调整于8月10日生效,进一步带来被动资金配置需求。\n长鑫科技市值超越腾讯,也被市场视为AI行情从软件向硬件扩散的一个标志。\nAllspring Global Investments投资组合经理Gary Tan表示,长鑫科技市值超过腾讯释放了一个信号:芯片正在成为新的“点击量”。随着智能体AI在互联网流量中的占比提升,芯片与互联网平台之间的市值差距可能进一步扩大。","news_type":1,"symbols_score_info":{"688825":1.5}},"isVote":1,"tweetType":1,"viewCount":87,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/596729162884032"}
精彩评论