Group 1 - The Hong Kong IPO market is experiencing a "dual increase" in both quality and quantity, with a strong preference for globally competitive "Chinese champion" companies [1][2] - The trend of "China for global" is gaining recognition among international investors, leading to a diverse range of companies seeking to list in Hong Kong for international business expansion [2][3] - The active IPO market is expected to enhance liquidity, which in turn can positively impact valuations, creating a virtuous "flywheel effect" [1][5] Group 2 - The shift in motivations for companies going public has evolved, with many now viewing listing in Hong Kong as a strategic step for internationalization rather than just a means of raising funds [2][3] - Regulatory support from both the Chinese and Hong Kong authorities has facilitated the listing process for high-quality A-share companies, encouraging them to seek international capital markets [2][5] - The anticipated IPO market in 2026 is expected to remain active, driven by an increase in listings from quality A-share companies and emerging sectors like AI and semiconductors [3][5] Group 3 - International investors are increasingly recognizing the value of Chinese companies, particularly those in manufacturing and high-growth sectors such as semiconductors and AI [6] - The presence of international cornerstone investors in recent IPOs indicates a growing confidence in the Hong Kong market and Chinese companies [5][6] - The Hong Kong market offers significant long-term value for companies, providing efficient capital-raising opportunities and facilitating rapid growth through streamlined refinancing processes [6]

责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 香港联交所最新资料显示，2月10日，摩根大通增持澜起科技（06809）113.246万股，每股作价177.6932 港元，总金额约为2.01亿港元。增持后最新持股数目约为861.52万股，最新持股比例为13.07%。 香港联交所最新资料显示，2月10日，摩根大通增持澜起科技（06809）113.246万股，每股作价177.6932 港元，总金额约为2.01亿港元。增持后最新持股数目约为861.52万股，最新持股比例为13.07%。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 ...

证券日报网讯2月13日，澜起科技在互动平台回答投资者提问时表示，DRAM内存模组(如RDIMM和 MRDIMM)属于服务器主内存，与HBM的应用场景不同，分别有相对独立的市场空间，二者都将受益于 AI产业的发展，并非竞争或替代关系。公司经营情况正常。 ...

智通财经APP获悉，香港联交所最新资料显示，2月10日，摩根大通增持澜起科技(06809)113.246万股， 每股作价177.6932港元，总金额约为2.01亿港元。增持后最新持股数目约为861.52万股，最新持股比例 为13.07%。 ...

智通财经APP获悉，香港联交所最新资料显示，2月10日，摩根大通增持澜起科技(06809)113.246万股， 每股作价177.6932港元，总金额约为2.01亿港元。增持后最新持股数目约为861.52万股，最新持股比例 为13.07%。 ...

（原标题：澜起科技(06809)因超额配股权获悉数行使而发行988.35万股） 智通财经APP讯，澜起科技(06809)发布公告，于2026年2月13日因超额配股权获悉数行使而发行及配发 988.35万股H股。 fund ...

澜起科技(06809)发布公告，于2026年2月13日因超额配股权获悉数行使而发行及配发988.35万股H股。 ...

Group 1 - The core viewpoint of the news highlights the significant surge in Chinese AI model stocks, particularly with companies like Zhiyu and MiniMax experiencing substantial price increases, with Zhiyu rising over 130% in five trading days and MiniMax increasing over 40% in the same period [1] - The launch of new AI models such as GLM-5 by Zhiyu and Minimax 2.5 by MiniMax is expected to drive further interest and investment in the sector, with additional models from Alibaba and ByteDance anticipated to be released around the Chinese New Year [1] - Korean retail investors are actively purchasing Chinese AI model stocks, indicating a shift in investment preferences towards emerging technology companies, as evidenced by their buying patterns in the Hong Kong stock market [2][4] Group 2 - Data from the Korea Securities Depository shows that Korean investors have favored stocks like MiniMax and various ETFs related to Chinese technology and semiconductors, reflecting a strong interest in these sectors [2][3] - The Korean stock market has seen a remarkable increase, with the composite index rising by 130% since 2025, largely driven by a few major stocks like Samsung Electronics and SK Hynix, which have contributed significantly to the overall market performance [6][7] - The trend of Korean retail investors converting their currency to invest in foreign markets, including the Chinese stock market, has raised concerns about the depreciation of the Korean won, as highlighted by the Bank of Korea [10][11]

花旗发布研报称，首次覆盖澜起科技(06809)H股，予"买入"评级，目标价205港元，同时澜起科技 (688008.SH)A股目标价由170元人民币升至205元人民币，评级同为"买入"。 报告表示，受惠于人工智能基础设施行业迎来长期性的强劲增长，澜起科技A股年初至今股价已上涨 35%。近期具身智能体属性的人工智能技术发展，亦为储存介及多列直连内存模组业务打开超预期增长 空间。 报告指，澜起科技直接受惠于人工智慧资本支出的企业，同时对其启动正面催化剂观察机制，关注即将 发布的人工智慧资本支出公告，以及人工智慧代理应用推动内存介面需求上行空间。 如何抓住黄金波段机会？聪明钱的选择，黄金+股票一键搞定>> ...

报告表示，受惠于人工智能基础设施行业迎来长期性的强劲增长，澜起科技A股年初至今股价已上涨 35%。近期具身智能体属性的人工智能技术发展，亦为储存介及多列直连内存模组业务打开超预期增长 空间。 花旗发布研报称，首次覆盖澜起科技(06809)H股，予"买入"评级，目标价205港元，同时澜起科技 (688008.SH)A股目标价由170元人民币升至205元人民币，评级同为"买入"。 报告指，澜起科技直接受惠于人工智慧资本支出的企业，同时对其启动正面催化剂观察机制，关注即将 发布的人工智慧资本支出公告，以及人工智慧代理应用推动内存介面需求上行空间。 ...