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港股异动 | 存储涨价潮持续 澜起科技(06809)一度涨超8%创上市新高
智通财经网· 2026-02-20 05:35
Group 1 - The core viewpoint of the article highlights the significant stock price increase of 澜起科技 (Lianqi Technology), which reached a new high of 229.8 HKD, driven by positive market sentiment and developments in the semiconductor industry [1] - Samsung Electronics, a major player in the memory chip market, has set the price for its HBM4 components at approximately 700 USD, representing a 20% to 30% increase compared to HBM3E [1] - Citigroup's recent research report indicates that the growth in CPU server demand and advancements in AI applications may catalyze increased usage of DIMM memory modules, providing upward momentum for 澜起科技's memory interface business and driving profit growth in the coming years [1] Group 2 - Citigroup has assigned a "Buy" rating to 澜起科技, with a target price of 205 HKD, corresponding to a projected price-to-earnings ratio of approximately 54 times for the second half of this year and the first half of next year [1]