半导体行业双周报：存储芯片公司25Q4业绩表现亮眼_老虎社区_美港股上老虎

半导体行业双周报：存储芯片公司25Q4业绩表现亮眼

东莞证券02-06

半导体行业指数近两周涨跌幅：截至2026年1月22日，申万半导体行业指数近两周（2026/1/23-2026/2/5）累计下跌7.68%，跑输沪深300指数6.55个百分点；2026年以来申万半导体行业指数累计上涨9.77%，跑赢沪深300指数8.90个百分点。行业新闻与公司动态：（1）铠侠：在AI数据中心所需的高密度存储领域抢占增长空间；（2）存储芯片公司业绩亮眼，行业高景气2026年仍将持续；...

网页链接

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。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2609557806?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-06 00:00","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2609557806","market":"us","top_or_hot":-1,"title":"半导体行业双周报：存储芯片公司25Q4业绩表现亮眼","media":"东莞证券","content":"<div>\n<p>半导体行业指数近两周涨跌幅：截至2026年1月22日，申万半导体行业指数近两周（2026/1/23-2026/2/5）累计下跌7.68%，跑输沪深300指数6.55个百分点；2026年以来申万半导体行业指数累计上涨9.77%，跑赢沪深300指数8.90个百分点。行业新闻与公司动态：（1）铠侠：在AI数据中心所需的高密度存储领域抢占增长空间；（2）存储芯片公司业绩亮眼，行业高景气2026年仍将持续；...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206145217a6da59ed&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>半导体行业双周报：存储芯片公司25Q4业绩表现亮眼</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半导体行业双周报：存储芯片公司25Q4业绩表现亮眼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-06 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206145217a6da59ed&s=b><strong>东莞证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>半导体行业指数近两周涨跌幅：截至2026年1月22日，申万半导体行业指数近两周（2026/1/23-2026/2/5）累计下跌7.68%，跑输沪深300指数6.55个百分点；2026年以来申万半导体行业指数累计上涨9.77%，跑赢沪深300指数8.90个百分点。行业新闻与公司动态：（1）铠侠：在AI数据中心所需的高密度存储领域抢占增长空间；（2）存储芯片公司业绩亮眼，行业高景气2026年仍将持续；...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206145217a6da59ed&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0889565833.HKD","symbol_name":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206145217a6da59ed&s=b","article_id":"2609557806","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206145217a6da59ed&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2609557806","pubTimestamp":1770307200,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"周报观点：近日海内外科技企业进入业绩披露期，从已披露业绩或业绩预告的企业看，受AI及算力产业发展、产业进入高景气周期、产品持续涨价等因素驱动，以存储为代表的半导体上市企业业绩大多实现业绩同比、环比增长，而受成本上涨等因素影响，2025年12月国内智能手机出货量同比下降29.1%，环比下降20.47%，手机供应链方面，SOC大厂联发科25Q4业绩同比下滑，而高通FY26Q2业绩展望相对谨慎。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4529":"IDC概念","BK4566":"资本集团","BK4575":"芯片概念","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4534":"瑞士信贷持仓","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","AMDU":"Defiance Leveraged Long + Income AMD ETF","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4588":"碎股","SOX":"费城半导体指数","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","BK4535":"淡马锡持仓","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","AMDW":"Roundhill AMD WeeklyPay ETF","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4612":"AI芯片","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","AMDY":"AMD期权收益策略ETF-YieldMax","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","SOXX":"iShares费城交易所半导体ETF","LU0109392836.USD":"富兰克林科技股A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4605":"半导体精选","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","AMD":"美国超微公司","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","AMUU":"2倍做多AMD ETF-Direxion","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","AMYY":"GraniteShares YieldBOOST AMD ETF","BK4573":"虚拟现实","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","AMDD":"1倍做空AMD ETF-Direxion","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4554":"元宇宙及AR概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4532":"文艺复兴科技持仓","AMDG":"2倍做多AMD ETF- Leverage Shares","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4614":"Manus概念股","BK4512":"苹果概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4543":"AI","DAMD":"2倍做空AMD ETF-Defiance","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4141":"半导体产品","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD"},"translate_title":"Semiconductor industry biweekly report: Memory chip companies performed well in 25Q4","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SOX":1.81,"AMDG":0.6,"AMYY":0.6,"AMDY":0.6,"AMDW":0.6,"AMUU":0.6,"AMD":1.86,"DAMD":0.6,"SOXX":1.82,"AMDD":0.6,"AMDU":0.6},"content_text":"半导体行业指数近两周涨跌幅：截至2026年1月22日，申万半导体行业指数近两周（2026/1/23-2026/2/5）累计下跌7.68%，跑输沪深300指数6.55个百分点；2026年以来申万半导体行业指数累计上涨9.77%，跑赢沪深300指数8.90个百分点。行业新闻与公司动态：（1）铠侠：在AI数据中心所需的高密度存储领域抢占增长空间；（2）存储芯片公司业绩亮眼，行业高景气2026年仍将持续；（3）国产芯片厂商英集芯发布涨价函，宣布对旗下部分产品进行涨价；（4）中国信通院：2025年12月国内市场手机出货量2447.3万部，同比下降29.1%；（5）机构：预估2026年第一季度存储器价格全面上涨；（6）AMD第四季度净利润25.2亿美元，同比增长42%；（7）联发科2025年第四季度净利润229.3亿元台币，同比下降3.6%；（8）联发科：联发科2026年数据中心ASIC业务可突破10亿美元；（9）机构：智能手机市场正常化预计要到2027年下半年乃至2028年初；（10）士兰微：2025年净利同比预增50%-80%；（11）闻泰科技：预计2025年净亏损90亿元-135亿元；（12）利扬芯片：拟定增募资不超过9.7亿元，用于集成电路测试项目等；（13）江丰电子：2025年净利同比预增7.5%-27.5%；（14）寒武纪：预计2025年净利润18.50亿元-21.50亿元，同比扭亏为盈；（15）联芸科技：2025年净利润同比增长20.36%，数据存储主控芯片业绩增长；（16）南亚科1月营收同比大增608.02%，续创新高；（17）华邦电：2027年存储新增产能已预定完毕。周报观点：近日海内外科技企业进入业绩披露期，从已披露业绩或业绩预告的企业看，受AI及算力产业发展、产业进入高景气周期、产品持续涨价等因素驱动，以存储为代表的半导体上市企业业绩大多实现业绩同比、环比增长，而受成本上涨等因素影响，2025年12月国内智能手机出货量同比下降29.1%，环比下降20.47%，手机供应链方面，SOC大厂联发科25Q4业绩同比下滑，而高通FY26Q2业绩展望相对谨慎。展望后续，存储价格持续上涨可能对消费电子供应链造成压制，且中低阶智能手机影响更大，建议关注行业竞争格局变化。风险提示：贸易形势不确定性导致下游需求存在不确定性的风险、国产替代进程不及预期的风险、产能持续释放导致竞争加剧的风险等。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}