澜起科技(06809)将于2月9日(星期一)在香港挂牌。截至发稿，利弗莫尔证券暗盘交易显示报价155港元，较招股价106.89港元上涨45.01%，每手100股，不 计手续费，每手赚4811港元。 17:30 18:30 17:00 16:15 18:00 分时 1分 5分 日K 卖盘十档 买盘十档 0.86% 99.14% 立即卖出 立即买入 • 行情来源: 利弗莫尔证券 • ...

澜起科技暗盘盘初上涨37.7%，报147.2港元/股。 ...

澜起科技(06809)将于2月9日(星期一)在香港挂牌。截至发稿，利弗莫尔证券暗盘交易显示报价155港元，较招股价106.89港元上涨45.01%，每手100股，不 计手续费，每手赚4811港元。 17:00 17:30 18:30 16:15 18:00 5分 分时 日K 1分 卖盘十档 买盘十档 99.14% 0.86% 立即买入 立即卖出 ...

Investment Rating - The report maintains an investment rating of "Leading the Market-A" for the communication industry, indicating an expected outperformance of over 10% compared to the benchmark index [1][36]. Core Insights - The emergence of Moltbot as a significant application in Silicon Valley represents a major leap in AI capabilities, enabling seamless workflow automation from thought to execution. This application has rapidly gained popularity, surpassing 100,000 stars on GitHub, making it one of the fastest-growing open-source projects globally [4][12]. - The report highlights the potential for unlimited cloud computing power driven by applications like Moltbot, which could lead to increased capital expenditures in cloud service providers (CSPs) due to rising demand for computational resources [4][12]. - The demand for cloud hosts and various types of home servers is expected to grow rapidly, benefiting public cloud vendors as they offer more secure and stable solutions compared to local PCs [5][13]. - AIOT (Artificial Intelligence of Things) applications on the edge are anticipated to have significant potential, as Moltbot combines cloud capabilities with local execution, creating a closed-loop system for industrial intelligence [5][13]. - SpaceX's plan to establish a satellite computing cluster consisting of up to 1 million satellites represents a substantial development in space computing capabilities, which could integrate with existing satellite networks and enhance data processing capabilities [6][14]. Summary by Sections Industry Trends - Moltbot's capabilities include automating tasks such as email management, scheduling, and even automated trading, showcasing its versatility and potential for widespread adoption [4][12]. - The report suggests that the rapid spread of Moltbot and similar applications will lead to increased demand for cloud computing resources, potentially causing a "computing power crunch" [4][12]. Market Overview - The communication index rose by 5.83% during the week of January 26 to January 30, 2026, while the broader market indices showed mixed results, with the Shanghai Composite Index declining by 0.44% [7][15]. - The top-performing sectors included optical cables and marine cables, with significant weekly gains [7][15]. Recommended Companies - The report recommends focusing on companies in various segments, including: - Cloud Computing: Zhongji Xuchuang, Xinyi Sheng, Tianfu Communication, Industrial Fulian, Woer, Zhishang Technology, Guangku Technology [6][15]. - CPU/CXL: Haiguang Information, Lanke Technology, ZTE, Wantong Development [6][15]. - Edge Computing: Ruixin Micro, Zhaoyi Innovation, Yinghantong, Guanghetong, Yiyuan Communication, Meige Intelligent [6][15]. - Inter-satellite Laser Communication: Fenghuo Communication, Guangxun Technology, Guangku Technology, Aerospace Electronics, Zhongrun Optics, Tengjing Technology [6][15].

Group 1 - The core viewpoint of the article highlights the performance of the Chip Leader ETF (516640), which opened down by 1.75% at 1.122 yuan on February 6 [1] - Major holdings in the Chip Leader ETF experienced declines, with notable drops including Cambrian (down 1.49%), SMIC (down 1.48%), and GigaDevice (down 2.43%) [1] - The ETF's performance benchmark is the CSI Chip Industry Index return, managed by Fortune Fund Management Co., Ltd., with a return of 14.35% since its inception on August 19, 2021, and a return of 2.83% over the past month [1]

Main Points - The main focus of the news is on the significant outflow of capital from various stocks, highlighting the top 20 stocks with the largest capital outflows as of February 6, with New Yisheng leading at -21.42 billion yuan [1][2][3] Group 1: Stock Performance - New Yisheng experienced a capital outflow of -21.42 billion yuan, indicating a strong sell-off in the communication equipment sector [1][2] - Zhongji Xuchuang saw a capital outflow of -12.41 billion yuan, also within the communication equipment industry [1][2] - Aerospace Development had a capital outflow of -10.21 billion yuan, reflecting investor sentiment in the communication equipment sector [1][2] - Pingtan Development reported a capital outflow of -9.04 billion yuan, indicating challenges in the agriculture and animal husbandry sector [1][2] - Kweichow Moutai faced a capital outflow of -5.60 billion yuan, suggesting potential concerns in the liquor industry [1][2] Group 2: Sector Analysis - The communication equipment sector is notably affected, with three companies (New Yisheng, Zhongji Xuchuang, and Aerospace Development) among the top outflows [1][2] - The liquor industry, represented by Kweichow Moutai, shows a significant outflow, which may indicate market volatility or changing consumer preferences [1][2] - The internet services sector is also impacted, with companies like Kunlun Wanwei and Dongfang Caifu experiencing outflows of -5.27 billion yuan and -4.58 billion yuan respectively [1][2][3] Group 3: Additional Stocks - Other notable stocks with significant outflows include Sunshine Power (-4.00 billion yuan) in the photovoltaic equipment sector and Sanan Optoelectronics (-3.71 billion yuan) in the optical and optoelectronic sector [1][3] - The precious metals sector, represented by Shandong Gold, saw an outflow of -3.65 billion yuan, indicating potential investor caution [1][3] - The cultural media sector, with companies like Zhejiang Wenlian and Blue Focus, also faced outflows of -5.45 billion yuan and -3.12 billion yuan respectively, reflecting market dynamics in this industry [1][3]

Group 1 - The semiconductor ETF (159813) opened down 1.34% at 1.182 yuan on February 6 [1] - Major holdings in the semiconductor ETF experienced declines, including SMIC down 1.48%, Haiguang Information down 1.00%, and Cambrian down 1.49% [1] - The performance benchmark for the semiconductor ETF is the National Securities Semiconductor Chip Index return rate, managed by Penghua Fund Management Co., Ltd. [1] Group 2 - Since its establishment on April 17, 2020, the semiconductor ETF has returned 79.62%, with a return of 3.35% over the past month [1]

Core Viewpoint - The Sci-Tech Chip ETF (588200) opened with a decline of 1.60%, indicating a negative market sentiment towards the semiconductor sector on February 6 [1] Group 1: ETF Performance - The Sci-Tech Chip ETF (588200) opened at 2.525 yuan, reflecting a decrease of 1.60% [1] - Since its establishment on September 30, 2022, the ETF has achieved a return of 157.22% [1] - The ETF has recorded a return of 4.60% over the past month [1] Group 2: Major Holdings Performance - Key holdings in the ETF include: - SMIC (中芯国际) down 1.48% [1] - Haiguang Information (海光信息) down 1.00% [1] - Cambricon (寒武纪) down 1.49% [1] - Lattice Semiconductor (澜起科技) down 1.87% [1] - Zhongwei Company (中微公司) down 1.23% [1] - Tuojing Technology (拓荆科技) down 0.37% [1] - Chipone (芯原股份) down 3.69% [1] - Hua Hong Semiconductor (华虹公司) down 1.90% [1] - Hu Silicon Industry (沪硅产业) unchanged [1] - Dongxin Co. (东芯股份) down 1.37% [1]

Market Dynamics - Elon Musk stated that deploying AI in space will become the cheapest option within 30 to 36 months, emphasizing the need to send GPUs to space for cost efficiency [1] - The U.S. Federal Communications Commission (FCC) accepted SpaceX's application to deploy a satellite system consisting of up to 1 million satellites, aimed at supporting advanced AI models [1] Amazon Financials - Amazon reported a net profit of $21.19 billion for Q4, a 6% year-over-year increase, with net sales of $213.39 billion, reflecting a 13.6% growth [2] - The company anticipates capital expenditures of approximately $200 billion by 2026 and expects Q1 revenue between $173.5 billion and $178.5 billion [2] Meituan Acquisition - Meituan announced plans to acquire Dingdong, a leading fresh e-commerce company in mainland China, for $717 million, which will make Dingdong a wholly-owned subsidiary of Meituan [3] NIO's Profitability - NIO's stock rose over 8.6% in pre-market trading as the company projected adjusted operating profits of between 700 million and 1.2 billion yuan for Q4 2025, marking its first quarter of adjusted operating profit [4] Infineon Price Increase - Infineon announced a price increase for certain products effective April 1, 2026, due to ongoing supply constraints and rising costs of raw materials and infrastructure [5] Nvidia Graphics Card Delays - Nvidia has postponed the launch of its RTX 50 series Super graphics cards due to memory shortages, prioritizing AI chip production, with potential delays extending into 2028 for the 60 series [6] Guoxuan High-Tech Fundraising - Guoxuan High-Tech plans to raise up to 5 billion yuan through a private placement to fund projects including a 20GWh power battery project and a new lithium-ion battery manufacturing base [7] Beike's Regulatory Issues - Beike's actual controller, Ma Xuejun, is under investigation by the China Securities Regulatory Commission for alleged market manipulation, although the company states that operations remain normal [7] Changzhou Trina Solar's Clarification - Trina Solar clarified that it has no current cooperation with SpaceX and has not signed any agreements related to "space photovoltaics," ensuring that its operations are unaffected [7] CMC's H-Share Pricing - CMC announced the final price for its H-share issuance at HKD 106.89 per share, with the shares expected to be listed on the Hong Kong Stock Exchange on February 9, 2026 [8] Xinwei Communication's Partnerships - Xinwei Communication reported expanding collaborations with North American tech clients in AI terminals, commercial satellite communications, and smart vehicles [9]

特此公告。 证券代码：688008 证券简称：澜起科技 公告编号：2026-009 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 澜起科技股份有限公司（以下简称"公司"）正在进行申请发行境外上市股份（H股）并在香港联合交易 所有限公司（以下简称"香港联交所"）主板挂牌上市（以下简称"本次发行上市"）的相关工作。 本次拟发行的H股股份的认购对象仅限于符合相应条件的境外投资者及依据中国相关法律法规有权进行 境外证券投资管理的境内证券经营机构和合格境内机构投资者及其他符合监管规定的投资者。因此，本 公告仅为A股投资者及时了解公司本次发行上市的相关信息而作出，并不构成亦不得被视为是对任何境 内个人或实体收购、购买或认购公司任何证券的要约或要约邀请。 公司已确定本次H股发行的最终价格为每股106.89港元（不包括1%经纪佣金、0.0027%香港证券及期货 事务监察委员会交易征费、0.00015%香港会计及财务汇报局交易征费及0.00565%香港联交所交易 费）。 公司本次发行的H股预计于2026年2月9日在香港联交所主板挂牌并开始 ...