多家存储公司股价创新高，存储晶圆供给成为市场变量_老虎社区_美港股上老虎

多家存储公司股价创新高，存储晶圆供给成为市场变量

第一财经04-28

A股多只存储个股披露了第一季度财报。　　4月27日晚，江波龙（301308.SZ）、澜起科技（688008.SH）披露的一季报都显示，该季度业绩同比明显改善。　　第一季度，江波龙营收99.09亿元，同比增长1.33倍，净利润38.62亿元，相比去年同期亏损1.52亿元有明显改善。江波龙同日发布2025年财报，显示去年公司营收227.66亿元，同比增长30.36%，净利润14.23亿元，同比增长...

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/2630261093?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-04-28 12:36","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2630261093","market":"hk","top_or_hot":-1,"title":"多家存储公司股价创新高，存储晶圆供给成为市场变量","media":"第一财经","content":"<div>\n<p>A股多只存储个股披露了第一季度财报。　　4月27日晚，江波龙（301308.SZ）、澜起科技（688008.SH）披露的一季报都显示，该季度业绩同比明显改善。　　第一季度，江波龙营收99.09亿元，同比增长1.33倍，净利润38.62亿元，相比去年同期亏损1.52亿元有明显改善。江波龙同日发布2025年财报，显示去年公司营收227.66亿元，同比增长30.36%，净利润14.23亿元，同比增长...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202604283721971288.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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>多家存储公司股价创新高，存储晶圆供给成为市场变量</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多家存储公司股价创新高，存储晶圆供给成为市场变量\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-28 12:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202604283721971288.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A股多只存储个股披露了第一季度财报。　　4月27日晚，江波龙（301308.SZ）、澜起科技（688008.SH）披露的一季报都显示，该季度业绩同比明显改善。　　第一季度，江波龙营收99.09亿元，同比增长1.33倍，净利润38.62亿元，相比去年同期亏损1.52亿元有明显改善。江波龙同日发布2025年财报，显示去年公司营收227.66亿元，同比增长30.36%，净利润14.23亿元，同比增长...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202604283721971288.html\">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":"LU0889566641.SGD","symbol_name":"FTSF - Templeton Shariah Global Equity A Acc SGD","start_time":0,"source_url":"http://finance.eastmoney.com/a/202604283721971288.html","article_id":"2630261093","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604283721971288.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2630261093","pubTimestamp":1777350972,"columns":[],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"A股多只存储个股披露了第一季度财报。4月27日晚，江波龙（301308.SZ）、澜起科技（688008.SH）披露的一季报都显示，该季度业绩同比明显改善。第一季度，江波龙营收99.09亿元，同比增长1.33倍，净利润38.62亿元，相比去年同期亏损1.52亿元有明显改善。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300475":"香农芯创","301308":"江波龙","688008":"澜起科技","688525":"佰维存储","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","SNXX":"Tradr 2X Long SNDK Daily ETF","BK4554":"元宇宙及AR概念","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","BK4553":"喜马拉雅资本持仓","BK4585":"ETF&股票定投概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0359201612.USD":"贝莱德中国基金A2","BK4588":"碎股","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","BK4170":"电脑硬件、储存设备及电脑周边","BK1163":"半导体产品","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","001309":"德明利","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","06809":"澜起科技","LU0109392836.USD":"富兰克林科技股A","BK4566":"资本集团","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","03986":"兆易创新","MUD":"1倍做空MU ETF-Direxion","MULL":"2倍做多MU ETF-GraniteShares","LU2289578879.USD":"ALLIANZ CHINA A OPPORTUNITIES \"AT\" (USD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU1997245177.USD":"安联神洲A股基金","BK4605":"半导体精选","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4527":"明星科技股","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4575":"芯片概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK0214":"IT设备","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4579":"人工智能","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","MU":"美光科技","BK0250":"批发","BK4532":"文艺复兴科技持仓","BK4512":"苹果概念","BK4543":"AI","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","MUU":"2倍做多MU ETF-Direxion","LU2495084118.USD":"ALLIANZ CHINA A-SHARES \"ATH\" (USDHDG) ACC","BK4141":"半导体产品","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H"},"translate_title":"Stock prices of several storage companies hit record highs, and storage wafer supply became a market variable","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/26e1289894b541796cf92957992f17da","symbols_score_info":{"300475":1.87,"301308":1.95,"688008":1.91,"688525":1.86,"MULL":0.6,"MUD":0.6,"06809":1.91,"MUU":0.6,"MU":1.84,"CHAT":0.81,"001309":1.85,"03986":0.69,"SNXX":0.6},"content_text":"A股多只存储个股披露了第一季度财报。　　4月27日晚，江波龙（301308.SZ）、澜起科技（688008.SH）披露的一季报都显示，该季度业绩同比明显改善。　　第一季度，江波龙营收99.09亿元，同比增长1.33倍，净利润38.62亿元，相比去年同期亏损1.52亿元有明显改善。江波龙同日发布2025年财报，显示去年公司营收227.66亿元，同比增长30.36%，净利润14.23亿元，同比增长185.41%。第一季度，澜起科技营收则为14.61亿元，同比增长19.5%，净利润8.47亿元，同比增长61.3%。 　　江波龙是存储模组厂，旗下也有消费类存储品牌。该公司表示，第一季度在AI需求爆发的驱动下，全球半导体存储产业维持高景气度，公司还与多家原厂续签LTA(长期供应协议)与MOU（商业合作备忘录），锁定了核心供应链资源。存储领域的互联类芯片厂商澜起科技则表示，第一季度营收增长主要是受益于AI产业趋势，行业需求旺盛，随着DDR5渗透率提高，公司DDR5 RCD芯片出货量增加。　　此前A股还有多家存储厂商发布了第一季度财报或业绩预告，显示该季度业绩都同比改善。　　电子元器件分销和存储品牌厂商香农芯创（300475.SZ）第一季度营收237.65亿元，同比增长200.6%，净利润13.27亿元，同比增长7835.06%；存储模组厂佰维存储（688525.SH）第一季度营收68.14亿元，同比增长341.53％，净利润28.99亿元，同比扭亏；存储控制芯片及解决方案提供商德明利（001309.SZ）预计第一季度营收73亿元~78亿元，同比增长483.05%~522.98%，净利润31.5亿元~36.5亿元，同比扭亏。德明利、兆易创新将于4月底披露第一季度财报。　　今日早盘多只存储概念股股价上涨。兆易创新盘中涨2.06%、德明利涨1.98%，香农芯创、佰维存储股价也飘红。月初至4月27日，江波龙、兆易创新、香农芯创、德明利、佰维存储股价分别累计上涨32.44%、27.43%、36.11%、28.56%、24.84%。　　美股4月27日，也有多只存储个股飘红。美光科技（MU.O）股价上涨5.6%，闪迪（SNDK.O）涨8.11%，希捷科技（STX.O）涨1.64%，股价均创新高。　　一些机构对存储需求继续增长释放了信心。　　当地时间4月27日，华尔街投研机构Melius Research分析师Ben Reitzes将美光评级上调至买入，并预测闪迪股价在未来12个月再上涨36%。该分析师表示，现在还处于进入AI周期的早期阶段，对存储的需求从未如此强烈，市场愿意为AI可能带来的需求和利润增长支付更高价格。投资机构伯恩斯坦分析师Mark Newman则表示，得益于内存价格强劲上涨，市场对存储厂商的盈利预测大幅上调，存储制造商也愿意签订长期稳定的订单。　　不过，一些存储概念股也提到可能面对的风险。　　江波龙、佰维存储、德明利、澜起科技等多家厂商在财报中均表示，存储晶圆与产品市场价格波动剧烈，若行业周期下行或需求疲软，公司毛利率将面临下降压力，同时可能因存货价格下跌而计提大额减值准备，直接拖累当期盈利。　　整体来看，存储行业仍处于供需再平衡阶段，相关企业的利润表现高度依赖于后续晶圆价格走势与库存管理能力。（文章来源：第一财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}