1月29日，芯片赛道短线回调，全"芯"科创芯片ETF华宝（589190）早盘低开后冲高回落，场内价格现 跌1.75%，水下区间持续宽幅溢价，显示买盘资金逢跌积极介入。 板块个股涨跌分化，权重龙头多数回调，中微公司、澜起科技跌超4%，中芯国际跌超3%，寒武纪-U、 海光信息、华虹公司跟跌。 消息面上，阿里自研AI芯片"真武"亮相。该芯片实现软硬件全自研，已在阿里云实现多个万卡集群部 署，并服务了国家电网、中科院、小鹏汽车、新浪微博等400多家客户。 MACD金叉信号形成，这些股涨势不错！ 此外，全球芯片领域掀新一轮涨价潮。消息称，三星电子、SK海力士已经完成与苹果谈判，大幅上调 iPhone所用LPDDR内存的价格，三星报价涨幅超过80%，SK海力士则接近100%。国内方面，中微半导 宣布调整MCU、Norflash等产品价格，涨幅15%-50%；国科微宣布KGD产品涨价，幅度40%-80%。 中信证券指出，展望2026年，算力发展具备高确定性，超节点技术迎来拐点性机遇，大厂Capex验证需 求逻辑，叠加国产算力厂商竞争力提升，看好国产算力芯片及国产系统级厂商投资机遇。 东海证券表示，受益于AI浪潮，国内相关A ...

1月27日午后，半导体晶圆代工龙头华虹公司一度涨超9%，股价上扬至156.28元/股，再创历史新高。 ...

1月27日，芯片产业引领的硬科技先抑后扬，大幅拉升。存储芯片概念股带头走强，东芯股份20%涨 停，芯源微涨超11%；此外，盛科通信-U涨停封板，华虹公司涨近8%续创历史新高！ | 序号 | 代码 | 名称 | 现价 | 涨跌幅 | 成交额 | | --- | --- | --- | --- | --- | --- | | 1 | 688110 | 东芯股份 | 153.23 | 20.00% | 64.08亿 | | 2 | 688702 | 盛科通信-U | 162.53 | 20.00% | 14.61亿 | | 3 | 688037 | 芯源微 | 222.63 | 11.31% | 27.70亿 | | 4 | 688498 | 源杰科技 | 817.00 | 11.16% | 36.45 Z | | 5 | 688536 | 思瑞浦 | 198.86 | 8.34% | 14.60亿 | | 6 | 688347 | 未可以当 | 153.88 | 7.72% | 37.78亿 | | 7 | 688200 | 华峰测控 | 274.00 | 7.45% | 10.27 Z | | 8 | 6883 ...

1月27日，芯片产业引领的硬科技先抑后扬，大幅拉升。存储芯片概念股带头走强，东芯股份20%涨停，芯源微涨超11%；此外，盛科通信-U涨停封板，华 虹公司涨近8%续创历史新高！ | 序号 | 代码 | 名称 | 现价 | 涨跌幅 | 成交额 | | --- | --- | --- | --- | --- | --- | | 1 | 688110 | 东芯股份 | 153.23 | 20.00% | 64.08亿 | | 2 | 688702 | 盛科通信-U | 162.53 | 20.00% | 14.61亿 | | 3 | 688037 | 芯源微 | 222.63 | 11.31% | 27.70亿 | | 4 | 688498 | 源杰科技 | 817.00 | 11.16% | 36.45 Z | | 5 | 688536 | 思瑞浦 | 198.86 | 8.34% | 14.60亿 | | 6 | 688347 | 中国公司 | 153.88 | 7.72% | 37.78亿 | | 7 | 688200 | 华峰测控 | 274.00 | 7.45% | 10.27亿 | | 8 | 68831 ...

Market Overview - The market experienced a rebound with all three major indices rising, driven by strength in the semiconductor industry and precious metals [1] - Notable stocks included Dongxin Co. and Kangqiang Electronics, both hitting the daily limit, while Huahong Company rose over 7% to reach a new high [1] - The trading volume for the day was 2.92 trillion [1] Key Highlights Domestic Chips - The domestic chip sector saw significant gains, with stocks like Electric Science Chip, Dongxin Co., and Yaxiang Integration hitting the daily limit [4] - Microsoft announced the launch of its next-generation AI chip, Maia200, which reportedly improves performance by 30% per dollar compared to the latest hardware [4] - Samsung proposed a price increase of over 80% for LPDDR chips in Q1, with SK Hynix's increase around 100%, impacting Apple's supply chain [4] Semiconductor Pricing Trends - According to招商证券, the supply-demand gap is driving storage product prices up, with DRAM contract prices expected to increase by 55-60% and Server DRAM prices by over 60% in Q1 2026 [6] - The forecast for NAND Flash products indicates a price increase of 33-38% [6] - The localization rate of semiconductor manufacturing equipment in China is currently low, with projections to reach 30% by 2026 [6] Optical Communication - The optical communication sector rebounded, with stocks like Zhongci Electronics and Kecuan Technology hitting the daily limit [7] - Demand for optical modules remains strong, driven by increased capital expenditures from major North American cloud providers, with a projected total exceeding $380 billion for 2025 [9] Photovoltaic Sector - The photovoltaic sector strengthened in the afternoon, with companies like Saiwu Technology and Zhengtai Power seeing significant gains [10] - Elon Musk announced plans to achieve 200 GW of solar manufacturing capacity in the U.S. within three years, indicating a strong future demand for solar technology [12] Stock Performance - Key stocks in the semiconductor and optical communication sectors showed substantial gains, with Dongxin Co. and Shengke Communication both rising by 20% [18] - The overall market sentiment reflects a positive outlook for sectors related to AI, storage, and renewable energy technologies [18]

午后，A股三大指数震荡回升，半导体、贵金属、算力硬件等板块涨幅居前。截至收盘，上证指数涨0.18%，深证成指涨0.09%，创业板指涨0.71%。 | 航发科技 | | 53.12 +10.00% +14.93% | | --- | --- | --- | | 600391 離 | | | | 人气龙头3 7天4板 | 最终涨停13:16 发动机 | | | 航发控制 | 26.53 | +9.98% +7.38% | | 000738 融 | | | | 首板 最终涨停14:13 | | | | 万泽股份 | 30.80 | +8.45% +23.44% | | 000534 融 | | | | 领涨龙头1 发动机 | | | | 润贝航科 | 51.30 | +7.55% +20.35% | | 001316 | | | | 人气龙头1 关键材料 运营维修 | | | | 航亚科技 | 39.16 | +6.85% -0.86% | | 科创 688510 融 | | | | 发动机 | | | 板块方面，贵金属、半导体、培育钻石、汽车芯片等涨幅居前，养殖业、动物疫苗、煤炭开采加工等板块调整。 个股方面，白 ...

Market Overview - On January 27, the market rebounded after a dip, with all three major indices turning positive; the Shanghai Composite Index rose by 0.18%, the Shenzhen Component Index by 0.09%, and the ChiNext Index by 0.71% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.92 trillion yuan, a decrease of 359.2 billion yuan compared to the previous trading day [1] - Over 3,400 stocks in the market experienced declines [1] Sector Performance - The chip industry chain continued to rise, with notable performances from companies like Huada Technology and Hanhua Technology, which saw significant gains [1] - Precious metals maintained strong momentum, with China Gold achieving three consecutive trading limit increases and Hunan Gold two consecutive increases [1] - The CPO concept showed active performance, with Yuanjie Technology rising over 10% to reach a historical high [1] - The coal and battery sectors faced the largest declines, with battery-related stocks like Tianji Co. and Huasheng Lithium falling over 6% [1] Chip Sector Highlights - Chip stocks led the market rally, with Huada Technology hitting the trading limit and Huahong Semiconductor rising over 8% during the day, reaching a market capitalization of over 200 billion yuan [1] - Dongxin Co. and Shengke Communication both hit the trading limit, while several other stocks in the sector saw gains exceeding 12% [1][2] External Influences - The surge in stock prices of South Korean memory chip giant SK Hynix, which rose nearly 8% to reach a historical high, was identified as a factor driving the strength of related A-share concept stocks [4] - Samsung Electronics announced a price increase of over 100% for NAND flash memory supply in Q1, significantly exceeding market expectations [4] - Micron Technology plans to invest an additional $24 billion in Singapore over the next decade to expand capacity in response to the AI-driven demand for memory chips [4] Solar and Aerospace Sectors - The space photovoltaic concept saw a rebound, with companies like Laplace and Zhonglai Co. experiencing significant gains [4] - Elon Musk's announcement regarding the deployment of data centers and satellites through Starship over the next 4-5 years is expected to support the growth of the space photovoltaic sector [4] - The commercial aerospace sector also saw short-term gains, with companies like Shenglu Communication hitting the trading limit and others rising over 10% [5] Aviation Sector Developments - The large aircraft sector continued to rise, with companies like AVIC Control and AVIC Technology hitting the trading limit, and others like Tunan Co. and AVIC Power seeing gains over 10% [6] - Individual stock BoHui Innovation experienced a sudden surge, rising over 10% within 10 minutes, following the announcement of its self-developed Nipah virus nucleic acid testing kit [6]

华虹半导体(01347)午后涨超4%，月内累计涨幅已超50%，截至发稿，涨3.6%，报115.2港元，成交额 26.9亿港元。 消息面上，华虹半导体近期宣布，拟以82.68亿元的交易价格，收购华力微约97.5%股权。开源证券发布 研报称，华力微为优质晶圆代工资产，此次收购有望扩充公司长期产能，公司将新增3.8万片/月的 65/55nm、40nm产能。 高盛发布研报称，华虹作为中国领先的晶圆代工厂，将直接受益于需求复苏趋势，其稳固的毛利率改善 与产能利用率优化，显示出更强的每股收益增长潜力。该行认为华虹半导体将持续处于上行趋势，主要 支持因素包括客户偏好本土晶圆代工厂，中国fabless在全球供应链中的市场份额提升，带动结构性增长 机遇；中国半导体行业供需关系改善；以及随着下一座工厂向28/22纳米制程节点迈进，产能持续扩 张，意味着平均售价的长期上行趋势。 ...

消息面上，华虹半导体近期宣布，拟以82.68亿元的交易价格，收购华力微约97.5%股权。开源证券发布 研报称，华力微为优质晶圆代工资产，此次收购有望扩充公司长期产能，公司将新增3.8万片/月的 65/55nm、40nm产能。 高盛发布研报称，华虹作为中国领先的晶圆代工厂，将直接受益于需求复苏趋势，其稳固的毛利率改善 与产能利用率优化，显示出更强的每股收益增长潜力。该行认为华虹半导体将持续处于上行趋势，主要 支持因素包括客户偏好本土晶圆代工厂，中国fabless在全球供应链中的市场份额提升，带动结构性增长 机遇；中国半导体行业供需关系改善；以及随着下一座工厂向28/22纳米制程节点迈进，产能持续扩 张，意味着平均售价的长期上行趋势。 智通财经APP获悉，华虹半导体(01347)午后涨超4%，月内累计涨幅已超50%，截至发稿，涨3.6%，报 115.2港元，成交额26.9亿港元。 ...

编辑丨瑜见 1月27日午后，半导体板块进一步走强，华虹公司一度涨超9%，触及156.28元/股，再创历史新高。截至 发稿，涨超8%，报154.80元，总市值逼近2000亿元。 ...