存储芯片股异动 - 老虎社区

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- 红绿跳跳糖红绿跳跳糖
  ·07-09 11:38
  295亿巨无霸IPO落地，长鑫科技登陆科创板牵动全市场
  国产DRAM龙头长鑫科技披露招股意向书，正式启动科创板发行，创下A股科创板史上第一大拟募资额。公司当前国内第一、全球第四，2026年Q1营收、净利爆发式增长。据其招股书，长鑫营收同比增幅为612.53%至677.31%，归母净利润的增幅则是惊人的2244.03%至2544.19%。行业层面，其上下游覆盖30余家A股企业，合计市值超3万亿。市场担忧大额抽血会分流资金，AI、存储高估值赛道或迎来5%-10%估值回调压力。关注跳跳糖，持续跟踪大IPO对板块流动性的扰动变化[可爱]
  70 评论
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  295亿巨无霸IPO落地，长鑫科技登陆科创板牵动全市场
- 杰老师聊市场杰老师聊市场
  ·07-02
  对全球存储芯片盘面的一点看法
  近期两条海外产业消息值得结合起来看：韩国政府官宣加码新建存储晶圆厂，中长期会逐步缓解全球存储产能紧缺的现状；与此同时昨夜费城半导体指数大跌6%，海外芯片板块集体走弱。海外芯片情绪走弱大概率会短期传导至A股、港股存储相关品种，带来盘面承压。但我们要区分短期情绪波动与长期产业逻辑：短期受美股回调拖累板块容易低开震荡；长期看AI算力带来的HBM需求缺口仍在，产能扩张是慢变量，细分瓶颈环节依旧具备行情基础。当下操作不必盲目恐慌，优先规避短期涨幅过高、无业绩兑现的小票，重点跟踪存储产业链供需数据，理性区分情绪下跌与基本面拐点。关注杰老师，持续拆解港美股跨市场板块轮动逻辑。[贱笑] [可爱]
  85 评论
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  对全球存储芯片盘面的一点看法
- 红绿跳跳糖红绿跳跳糖
  ·07-09 11:38
  295亿巨无霸IPO落地，长鑫科技登陆科创板牵动全市场
  国产DRAM龙头长鑫科技披露招股意向书，正式启动科创板发行，创下A股科创板史上第一大拟募资额。公司当前国内第一、全球第四，2026年Q1营收、净利爆发式增长。据其招股书，长鑫营收同比增幅为612.53%至677.31%，归母净利润的增幅则是惊人的2244.03%至2544.19%。行业层面，其上下游覆盖30余家A股企业，合计市值超3万亿。市场担忧大额抽血会分流资金，AI、存储高估值赛道或迎来5%-10%估值回调压力。关注跳跳糖，持续跟踪大IPO对板块流动性的扰动变化[可爱]
  70 评论
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  295亿巨无霸IPO落地，长鑫科技登陆科创板牵动全市场
- 杰老师聊市场杰老师聊市场
  ·07-02
  对全球存储芯片盘面的一点看法
  近期两条海外产业消息值得结合起来看：韩国政府官宣加码新建存储晶圆厂，中长期会逐步缓解全球存储产能紧缺的现状；与此同时昨夜费城半导体指数大跌6%，海外芯片板块集体走弱。海外芯片情绪走弱大概率会短期传导至A股、港股存储相关品种，带来盘面承压。但我们要区分短期情绪波动与长期产业逻辑：短期受美股回调拖累板块容易低开震荡；长期看AI算力带来的HBM需求缺口仍在，产能扩张是慢变量，细分瓶颈环节依旧具备行情基础。当下操作不必盲目恐慌，优先规避短期涨幅过高、无业绩兑现的小票，重点跟踪存储产业链供需数据，理性区分情绪下跌与基本面拐点。关注杰老师，持续拆解港美股跨市场板块轮动逻辑。[贱笑] [可爱]
  85 评论
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  对全球存储芯片盘面的一点看法

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关注跳跳糖，持续跟踪大IPO对板块流动性的扰动变化[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583830654140992","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581457989166136,"gmtCreate":1782988955143,"gmtModify":1782991891404,"author":{"id":"4234079728912510","authorId":"4234079728912510","name":"杰老师聊市场","avatar":"https://static.tigerbbs.com/a7c0a17c94df03975c4f72fcc4db085c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4234079728912510","idStr":"4234079728912510"},"themes":[],"title":"对全球存储芯片盘面的一点看法","htmlText":"近期两条海外产业消息值得结合起来看：韩国政府官宣加码新建存储晶圆厂，中长期会逐步缓解全球存储产能紧缺的现状；与此同时昨夜费城半导体指数大跌6%，海外芯片板块集体走弱。 海外芯片情绪走弱大概率会短期传导至A股、港股存储相关品种，带来盘面承压。但我们要区分短期情绪波动与长期产业逻辑：短期受美股回调拖累板块容易低开震荡；长期看AI算力带来的HBM需求缺口仍在，产能扩张是慢变量，细分瓶颈环节依旧具备行情基础。 当下操作不必盲目恐慌，优先规避短期涨幅过高、无业绩兑现的小票，重点跟踪存储产业链供需数据，理性区分情绪下跌与基本面拐点。 关注杰老师，持续拆解港美股跨市场板块轮动逻辑。[贱笑]&nbsp;&nbsp;[可爱]&nbsp;&nbsp;","listText":"近期两条海外产业消息值得结合起来看：韩国政府官宣加码新建存储晶圆厂，中长期会逐步缓解全球存储产能紧缺的现状；与此同时昨夜费城半导体指数大跌6%，海外芯片板块集体走弱。 海外芯片情绪走弱大概率会短期传导至A股、港股存储相关品种，带来盘面承压。但我们要区分短期情绪波动与长期产业逻辑：短期受美股回调拖累板块容易低开震荡；长期看AI算力带来的HBM需求缺口仍在，产能扩张是慢变量，细分瓶颈环节依旧具备行情基础。 当下操作不必盲目恐慌，优先规避短期涨幅过高、无业绩兑现的小票，重点跟踪存储产业链供需数据，理性区分情绪下跌与基本面拐点。 关注杰老师，持续拆解港美股跨市场板块轮动逻辑。[贱笑]&nbsp;&nbsp;[可爱]&nbsp;&nbsp;","text":"近期两条海外产业消息值得结合起来看：韩国政府官宣加码新建存储晶圆厂，中长期会逐步缓解全球存储产能紧缺的现状；与此同时昨夜费城半导体指数大跌6%，海外芯片板块集体走弱。 海外芯片情绪走弱大概率会短期传导至A股、港股存储相关品种，带来盘面承压。但我们要区分短期情绪波动与长期产业逻辑：短期受美股回调拖累板块容易低开震荡；长期看AI算力带来的HBM需求缺口仍在，产能扩张是慢变量，细分瓶颈环节依旧具备行情基础。 当下操作不必盲目恐慌，优先规避短期涨幅过高、无业绩兑现的小票，重点跟踪存储产业链供需数据，理性区分情绪下跌与基本面拐点。 关注杰老师，持续拆解港美股跨市场板块轮动逻辑。[贱笑] [可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581457989166136","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":583830654140992,"gmtCreate":1783568292124,"gmtModify":1783568296963,"author":{"id":"4238722309953140","authorId":"4238722309953140","name":"红绿跳跳糖","avatar":"https://static.tigerbbs.com/df27ae78ee1b8a5f44032ab13e65143e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4238722309953140","authorIdStr":"4238722309953140"},"themes":[],"title":"295亿巨无霸IPO落地，长鑫科技登陆科创板牵动全市场","htmlText":"国产DRAM龙头长鑫科技披露招股意向书，正式启动科创板发行，创下A股科创板史上第一大拟募资额。 公司当前国内第一、全球第四，2026年Q1营收、净利爆发式增长。据其招股书，长鑫营收同比增幅为612.53%至677.31%，归母净利润的增幅则是惊人的2244.03%至2544.19%。 行业层面，其上下游覆盖30余家A股企业，合计市值超3万亿。市场担忧大额抽血会分流资金，AI、存储高估值赛道或迎来5%-10%估值回调压力。 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