炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 港股"子"曰 | 今天，提示一下风险 个人感觉，有必要提示一下短期风险了。 近期，不论是A股还是港股，都已经陷入涨又涨不动，但随时可能下跌的窘境，所以对于面临的潜在短 期风险，决不能视而不见。 先说A股，前天（1月14日），沪深北交易所调整保证金比例，将投资者融资买入证券时的融资保证金 最低比例从80%调高至100%。这个政策，尽管有解读认为这还是比较温和的调控，市场影响不会太 大。但既然降杠杆的"牌"已经打出来了，那么管理层对市场降温的意图就很明显，不想市场太疯狂，还 是要维持慢牛、长牛。 A股疯狂吗？如果说上证指数，其实也不算太疯狂，但热门概念股的炒作，确实已经很疯了，尤其是商 业航天、存储芯片等板块。2026年才交易了不到两周，已经有个股翻倍，甚至还有翻两倍的。大量个股 飙升，投资者的短期情绪很快就达到顶点。所以，这个时候，管理层必须要给市场降温，提示风险。最 近两天，大家也可以看出来，A股主动性的调整非常明显。 再说港股，虽然港股表现没有A股疯，但投资者的情绪是会传染的。尤其是很多同时参与港股和A股的 大户、机构投资者，想赚大钱 ...

AI应用主线继续调整，志特新材、卫宁健康、蓝色光标等个股大跌。商业航天板块临近上午收盘，迎来一波拉升，但个股分化明显。 截至上午收盘，上证指数下跌0.22%，深证成指下跌0.1%，创业板指下跌0.01%。 半导体产业链走强 今天上午，两类半导体个股上涨，带动半导体产业链走强。一类是江波龙、佰维存储等存储芯片股，二是中微公司、北方华创、精测电子等半导体设备 股。 | | V | 半导体 13835.48 2.65% | | | | --- | --- | --- | --- | --- | | 成分股 | 基金 | 箇況(F10) | 资金 | 板块分7 | | 名称代码 | | 最新 | 涨幅 → | 流通市值 | | 大岳先进 融 688234 | | 111.19 | 20.00% | 478 Z | | 首板涨停 最终涨停 11:25 | | | | | | 凯德石英 融 920179 | | 54.01 | 16.25% | 32.2 Z | | 派瑞股份 1 300831 | | 13.80 | 14.14% | 25.5亿 | | 蓝箭电子 301348 | | 33.64 | 11.10% | ...

佰维存储涨超8%续创新高，江波龙、德明利、开普云、香农芯创、北京君正、国科微、时空科技跟 涨。 佰维存储涨超8%续创新高，江波龙、德明利、开普云、香农芯创、北京君正、国科微、时空科技跟 涨。 (本文来自第一财经) (本文来自第一财经) ...

Market Overview - The Shanghai Composite Index fell by 0.22%, the Shenzhen Component Index decreased by 0.1%, and the ChiNext Index dropped by 0.01%, while the Northern Stock 50 rose by 0.37% [1] - The total market turnover reached 200.63 billion yuan, an increase of 111.1 billion yuan compared to the previous day's turnover [1] Sector Performance - The electric grid equipment, semiconductor equipment, and storage chip sectors were active, while the AI application sector experienced a decline [1] - Electric grid equipment showed strength in the morning session, with companies like Electric Power Research Institute and Hancable both hitting the daily limit [1] - Semiconductor equipment continued to perform well, with Jing Sheng Co. rising over 10%, and companies like Zhongke Feimiao and Jinhai Tong increasing by over 6% [1] - The storage chip sector also saw gains, with Jin Tai Yang hitting the daily limit, and companies such as Jing Suan Da, Kexiang Co., and Jing Ce Electronics rising over 10% [1] - Conversely, the AI application sector faced weakness, with Zhi Te New Materials hitting the daily limit down, and companies like Weining Health, Liu Jin Technology, and Hongbo Medicine dropping over 10% [1]

Group 1 - The core viewpoint of the article highlights a significant surge in storage stocks in the US market, which has positively influenced the A-share market, particularly in storage chip stocks [1][2] - Bernstein raised the target price for SanDisk from $300 to $580, citing an unprecedented storage supercycle driven by AI-related data explosion [1] - Wells Fargo also increased target prices for several storage companies, including raising SanDisk's target from $230 to $380, Western Digital's from $180 to $260, and Micron Technology's from $335 to $410 [1] Group 2 - Since September 2025, DDR5 memory prices have increased by over 300%, while DDR4 memory prices have risen by more than 150% [2] - AI servers are consuming 53% of the global monthly memory production capacity, with demand for memory in AI servers being 8-10 times higher than that of regular servers [2] - The storage market is reported to have entered a "super bull market" phase, surpassing historical highs from 2018 [2] Group 3 - Notable stock performances include: - Jintaiyang (金太阳) with a 20% increase and a market cap of 4.292 billion [3] - Baiwei Storage (佰维存储) up 11.45% with a market cap of 81.7 billion [3] - Jingce Electronics (精测电子) rising 11.28% with a market cap of 37 billion [3] - Blue Arrow Electronics (蓝箭电子) increasing by 10.17% with a market cap of 8.006 billion [3] - Other companies like Kangqiang Electronics (康强电子), Changdian Technology (长电科技), and Huicheng Co. (汇成股份) also showed significant gains [3]

责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300606 | 金太阳 | | 20.00 | 42.92亿 | 31.94 | | 688525 | 佰维存储 | 1 | 11.45 | 817亿 | 52.44 | | 300567 | 精测电子 | 1 | 11.28 | 370亿 | 45.20 | | 301348 | 蓝箭电子 | 1 | 10.17 | 80.06亿 | 65.23 | | 002119 | 展開日子 | 1 | 10.02 | 82.00亿 | 32.67 | | 600584 | 长电科技 | 4 | 10.00 | 866亿 | 31.57 | | 688403 | 汇成股份 | 演 | 9.48 | 181亿 | 26.86 | | 688627 | 精智达 | | 8.14 | 222亿 | 5.83 | | 301308 | 江波龙 | 1 | 7.54 | 1404亿 | 36.82 | | 600667 | 太极实业 | 1 | 6.63 ...

Core Viewpoint - The market is currently experiencing a downturn, with 4112 points identified as a critical warning level, and investors are advised to closely monitor market changes as they may indicate either a complete end to the upward trend or a necessary consolidation phase [1] Group 1: Market Sentiment and Drivers - Today's market sentiment continues to decline, primarily driven by multiple negative news events from the previous night, including warnings of stock suspensions and tightening regulations on high-flying stocks, which suppresses market risk appetite [2] - Some brokerage firms have indicated that margin financing is nearing saturation, which may lead to a slowdown in liquidity provision, reflecting a tightening of leverage operations [2] - Despite the overall market weakness, sectors such as photolithography, semiconductors, and memory chips have shown resilience, indicating a shift of funds towards areas with real value support [2] Group 2: Policy Support and Market Recovery - The central bank has released significant positive news by lowering interest rates by 0.25 percentage points and indicating potential room for further reserve requirement ratio cuts, reinforcing the intention to maintain a slow bull market [2] - This policy support is expected to provide a foundation for market recovery, likely leading to stabilization and a rebound in the market [2] Group 3: Institutional Confidence and Investment Strategies - Foreign and institutional investors remain bullish on A-shares, with major financial institutions like Tiger Securities and Goldman Sachs raising their target indices, indicating confidence in a slow bull market [3] - The National Big Fund is actively increasing its investments, further boosting market confidence, while the central bank has raised the loan quota for technological innovation from 800 billion yuan to 1.2 trillion yuan, solidifying the technology sector's position as a market focus [3] - Although sectors like commercial aerospace and AI applications may face short-term pullbacks, the overall industry outlook remains positive, suggesting that investors may soon see opportunities for asset recovery [3]

存储芯片板块盘中再度走强，京仪装备、精测电子、矽电股份、中微公司、中科飞测、北方华创、兴福 电子、恒坤新材、佰维存储盘中创新高，康强电子2连板，蓝箭电子涨超10%，三孚股份、精智达、长 电科技、晶升股份、芯源微跟涨。 ...

智通财经APP获悉，过去一年，存储芯片价格飙升，使得Sandisk(SNDK.US)、美光科技(MU.US)和西部 数据(WDC.US)等公司成为市场上最热门的股票。但这也给其许多客户带来了麻烦。从苹果(AAPL.US) 到惠普(HPQ.US)，消费硬件设备制造公司面临着压力，因为它们对昂贵内存组件的需求变成了一种投 资风险——而且这种风险预计短期内不会逆转。 Tortoise Capital高级投资组合经理Rob Thummel表示："他们处境艰难。他们基本上只有两个选择：要么 接受利润率下降，但市场不会喜欢这样;要么提高价格以抵消更高的内存成本，但这样做可能会损害需 求。"Tortoise Capital管理着91亿美元的资产，并运营着一只专注于人工智能基础设施的交易所交易基 金。 Thummel称："只要内存价格居高不下(鉴于人工智能的需求，我们预计价格还会高企一段时间)，市场就 可能继续施压它们。"在业内标的中，他只看好戴尔，因为其服务器业务的增长抵消了内存价格上涨带 来的不利影响。 相比之下，存储设备公司在2026年伊始便表现强劲，Sandisk、西部数据、美光和希捷科技(STX.US)延 续了20 ...

2026年1月9日，深圳存储芯片企业芯天下正式向港交所递表，冲刺IPO，广发证券和中信证券全程护航。 芯天下冲刺港交所的这一步，不仅是 开启资本化的大门，更藏着国产代码型闪存芯片在全球产业链里"抢席位"的野心。 眼下，AI催生出的存储需求正爆发式增长，行业也迎来回暖周期，芯天下的赴港之路，既是对自己行业实力的一次"检阅"，也得扛住市场竞争 和供应链波动的双重压力。 | [编纂]的[编纂]數目 | .. | 「編纂]股H股(視乎[编纂]行使與否而定) | | --- | --- | --- | | [编纂]數目 | .. | [编纂]股H股(可予[编纂]) | | [编纂]數目 | .. | 「編纂]股H股(可予[編纂]及視乎[編纂]行使與否而定) | | 坂高[編纂] | .. | 每股H股[編纂]港元,另加1.0%經紀佣金、0.0027% | | | | 證監會交易徵費、0.00015%會財局交易徵費及 | | | | 0.00565%聯交所交易費(須於申請時以港元繳足, | | | | 多繳股款可予退還) | | 面值 | .. | 每股H股人民幣1.00元 | | [编纂] | : [编纂] | | | ...