Montage Technology(SH:688008) Xin Lang Cai Jing·2025-09-23 07:44Core Viewpoint - Lanke Technology has seen a continuous increase in stock price, reflecting positive market sentiment and potential growth in the cloud computing and artificial intelligence sectors [1]. Company Overview - Lanke Technology, established on May 27, 2004, and listed on July 22, 2019, is headquartered in Shanghai, focusing on chip-based solutions for cloud computing and AI [1]. - The company's revenue composition includes 93.44% from interconnect chips, 6.37% from server platforms, and 0.19% from other sources [1]. Stock Performance - As of September 23, Lanke Technology's stock price is 126.31 CNY per share, with a market capitalization of 144.644 billion CNY and a trading volume of 7.298 billion CNY [1]. - The stock has experienced a cumulative increase of 6.13% over the past three days [1]. Fund Holdings - The Caifeng Fund holds a significant position in Lanke Technology, with its Caifeng Smart Consumer Stock A fund (010703) owning 15,900 shares, representing 2.56% of the fund's net value [2]. - The fund has gained approximately 11.61 million CNY during the recent three-day stock price increase [2]. Fund Manager Performance - The fund managers of Caifeng Smart Consumer Stock A include Zhu Haidong, Gu Hongyuan, and Guo Xin, with varying tenures and performance metrics [3]. - Zhu Haidong has a tenure of 6 years and has achieved a best return of 63.16% during his management [3]. - Gu Hongyuan has been managing for 4 years with a best return of 48.09%, while Guo Xin has a tenure of 1 year with a best return of 45.63% [3].