证券日报网讯1月6日，江波龙（301308）在互动平台回答投资者提问时表示，并购重组系重大股价敏感 信息，目前公司并没有实质开展新的并购重组项目，后续若有任何新的进展，公司均将及时进行信息披 露，请以公司发布的相关公告为准。 ...

证券日报网讯1月6日，江波龙（301308）在互动平台回答投资者提问时表示，是否会披露业绩预告，涉 及尚未公开的核心业绩数据是否达到相应规则的披露标准。公司将依法依规，及时履行信息披露义务。 ...

资料显示，深圳市江波龙电子股份有限公司位于深圳市前海深港合作区南山街道听海大道5059号鸿荣源 前海金融中心二期B座2001、2201、2301,中国香港新界沙田安睦街28号永得利中心7楼B室，成立日期 1999年4月27日，上市日期2022年8月5日，公司主营业务涉及半导体存储应用产品的研发、设计与销 售。主营业务收入构成为：存储产品及相关99.99%，其他(补充)0.01%。 截至9月30日，江波龙股东户数4.38万，较上期增加25.06%；人均流通股6260股，较上期减少20.04%。 2025年1月-9月，江波龙实现营业收入167.34亿元，同比增长26.12%；归母净利润7.13亿元，同比增长 27.95%。 分红方面，江波龙A股上市后累计派现3.02亿元。近三年，累计派现1.04亿元。 机构持仓方面，截止2025年9月30日，江波龙十大流通股东中，香港中央结算有限公司位居第八大流通 股东，持股611.39万股，相比上期增加485.41万股。易方达创业板ETF（159915）、兴全合润混合A （163406）、南方中证500ETF（510500）、兴全商业模式混合(LOF)A（163415）、德邦半 ...

1月6日，美国拉斯维加斯消费电子展（CES）现场，国际高端消费类存储品牌雷克沙（Lexar）正式宣布与阿根廷国家足球队达成官方全球合作伙伴关系， 成为球队2026年度首个官方全球合作伙伴。这一重磅合作不仅标志着雷克沙品牌全球化战略迈入全新里程（002219）碑，更被视为中国存储行业从"技术出 海"向"品牌全球化"升级的标志性事件。 作为中国半导体存储龙头企业江波龙（301308）旗下的全球化领军品牌，雷克沙此次与顶流体育IP的深度绑定，不仅提升了品牌国际形象，更推动了中国存 储产业价值与全球市场影响力的同步升级。 据了解，阿根廷国家队选择与雷克沙合作，是基于双方在全球化视野和专业精神上的深度共鸣。阿根廷足协首席营销官Leandro Petersen表示："阿根廷足协 与雷克沙共同秉持着对领导力、专业性和全球卓越品质的追求。"雷克沙的全球化渠道网络与阿根廷队的全球影响力形成天然契合。 自2017年被江波龙跨国收购后，雷克沙加速全球扩张，目前已渗透全球六大洲70多个国家市场，产品进驻Costco、BestBuy等知名零售渠道，并在亚马逊、 Shopee等电商平台排名行业前列。这种广泛的覆盖能力，与阿根廷队亿万球迷 ...

转自：智通财经 雷克沙自1996年诞生于美国加州硅谷，始终秉持"创新、可靠、用户为中心"的核心价值，30年间从制定 全球首个CF卡读取速度标准，到推出全球首款1TB microSD Express卡，持续以技术突破定义存储行业 新标准，如今业务已遍布六大洲，服务全球亿万消费者。 本届CES上，雷克沙集中展示多款旗舰存储产品：全球首款2TB UHS-I microSD卡读取速度高达 255MB/s，可轻松驾驭4K 60帧高清视频；PLAY X PCIe Gen4x4 NVMe固态硬盘具备广泛兼容性； TouchLock系列移动固态硬盘更以NFC+AES硬件双加密技术构建安全壁垒；同时发布"AI Storage Core"架构，推出AI-Grade SSD、AI-Grade Storage Stick与AI-Grade Card三大新品，正式开启消费级AI存 储时代。 值得关注的是，雷克沙母公司、A股半导体存储龙头江波龙（301308.SZ）自2017年完成100%收购雷克 沙以来，持续投入研发与渠道扩张，使雷克沙销售网络从并购前以北美、欧洲为主扩展至2025年全球70 余国，Lexar 品牌业务全球营收由 20 ...

从资金流向上来看，当日半导体板块主力资金净流入55.41亿元，游资资金净流出48.99亿元，散户资金净 流出6.42亿元。半导体板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 603986 兆易创新 | | | 16.521Z | 14.29% | -11.58亿 | -10.01% | -4.95 Z | -4.28% | | 688981 中芯国际 | | | 9.97亿 | 8.49% | -5.96 Z | -5.07% | -4.01亿 | -3.41% | | 605358 | 立昂微 | | 3.84(Z | 19.83% | -1.14亿 | -5.88% | -2.70 Z | -13.95% | | 688008 澜起科技 | | | 3.82 Z | 5.70% | -3.05亿 | -4.55% | -7673.36万 | -1.15% | | 68 ...

Market Overview - On the first trading day of 2026, the three major indices in A-shares experienced significant gains, with the Shanghai Composite Index rising by 1.38% and returning to the 4000-point mark, while the Shenzhen Component Index and the ChiNext Index increased by 2.24% and 2.85% respectively. The total market turnover reached approximately 2.57 trillion yuan, an increase of over 500 billion yuan compared to the previous trading day, with more than 4100 stocks rising [2]. Sector Performance - The storage chip sector showed strong performance, with leading stock Zhaoyi Innovation seeing a net inflow of 2.046 billion yuan, the highest in A-shares, and closing at a limit-up price of 235.68 yuan per share, giving it a total market capitalization of 157.4 billion yuan. Zhaoyi Innovation's stock price increased by 101.17% in 2025 [4][6]. - Other stocks in the storage chip sector, such as Hengluo Co., Yunhan Chip City, and Puran Co., also reached their daily limit-up prices, indicating a robust rally in this sector [6]. Price Trends and Forecasts - According to research from Guojin Securities, the prices of storage chips are expected to surge due to strong AI demand, with DDR4 16Gb prices projected to rise by 1800%, DDR5 16Gb by 500%, and 512Gb NAND flash by 300% in 2025. The global demand for storage chips is anticipated to remain high in 2026, leading to continued price increases [9]. - Research from招商证券 indicates that the expansion of storage and advanced process capacities driven by AI demand will accelerate in 2026-2027, benefiting domestic equipment manufacturers with a strong order flow [9]. Brain-Computer Interface Sector - The brain-computer interface sector experienced a significant surge, with stocks like Beiyikang and Botao Bio reaching their daily limit-up prices. This sector was the top performer on the Tonghuashun gainers list [10][11]. - The announcement by Elon Musk regarding Neuralink's plans to start large-scale production of brain-computer interface devices in 2026, along with nearly fully automated surgical procedures, marks a significant milestone for the sector, transitioning it from a "medical trial tool" to a "widely available product" [11]. Market Outlook - According to招商证券, the A-share market is expected to continue its upward trend in January, with an increased probability of hitting new highs. Factors contributing to this outlook include accelerated issuance of local government special bonds and improved government spending and investment data [15]. - The report suggests that the focus in January will be on performance disclosures, with particular attention to sectors such as commercial aerospace, AI applications, AI computing power, and semiconductor equipment, as well as consumer services and non-bank financials [16].

Group 1 - The core viewpoint of the articles highlights the strong performance of AI applications, with significant movements in related ETFs, indicating a bullish trend in the market [1][4][5] - The AI application sector is experiencing a surge in demand due to improved product performance and increased user engagement, driven by recent developments such as Meta's acquisition of Manus [4][6] - The listing of Chinese large model companies like Zhipu and MiniMax on the Hong Kong Stock Exchange marks a significant milestone, creating a closed loop of technology, products, and capital, which is expected to enhance the efficiency of domestic AI models [5][6][7] Group 2 - Manus's integration into Meta is anticipated to accelerate the promotion of AI Agent applications, leveraging Meta's vast user base of millions of enterprises and billions of users [6][7] - The competitive landscape in the global AI large model sector remains intense, which is likely to drive the widespread adoption of AI applications and sustain high demand in the AI computing market [7][8] - The 信创50ETF and 软件50ETF are positioned to capitalize on the growth of AI applications, with significant allocations in software and cloud services, reflecting a strong alignment with the "domestic substitution" trend [8]

午后存储芯片概念持续走强，普冉股份20cm涨停，此前云汉芯城20cm涨停，兆易创新回封涨停，恒烁 股份、江波龙、开普云、香农芯创均涨超10%。消息面上，在AI强劲需求带动下，2025年存储芯片价格 大涨，其中DDR4 16Gb涨幅高达1800%，DDR5 16Gb涨幅高达500%，512Gb NAND闪存涨幅高达 300%。 ...

Market Performance - The A-share market experienced a significant increase, with the Shanghai Composite Index recovering above 4000 points, closing at 4011.45, up 1.07% [1] - The Shenzhen Component Index rose by 1.87% to 13777.32, while the ChiNext Index increased by 2.15% to 3272.07 [1] - The total trading volume in the Shanghai and Shenzhen markets reached 16357.79 billion, with over 4000 stocks rising [1] Sector Highlights - The insurance sector led the market, with stocks like New China Life Insurance rising over 8%, reaching a historical high [3] - The insurance industry reported a total premium income of 57629 billion for the first 11 months of 2025, a year-on-year increase of 7.6% [3] - The semiconductor sector saw a collective surge, with stocks like Jiangbolong rising over 14% due to a worsening DRAM supply shortage, with contract prices expected to rise by up to 50% in Q1 2026 [3] - The innovative drug sector was active, with stocks like Guanhao Bio hitting the daily limit, supported by the approval of 76 innovative drugs in 2025, a historical high [3] Analyst Insights - CITIC Securities highlighted that balancing external and internal demand will be a major expectation for 2026, suggesting a trend towards taxing external demand and subsidizing internal demand [4] - Huatai Securities noted that overseas Chinese stocks' performance positively impacts investor sentiment, although geopolitical issues may create short-term volatility [4] - CITIC Jiantou indicated that post-holiday, investor risk aversion is easing, leading to a more active search for opportunities, with a high probability of continued upward trends in A-shares [4]