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芯片股涨幅扩大,兆易创新涨超18%,澜起科技涨超7%
Ge Long Hui· 2026-02-12 08:33
Core Viewpoint - The Hong Kong stock market saw significant gains in chip stocks, with notable increases in share prices for several companies on February 12, indicating a positive trend in the semiconductor sector [1]. Group 1: Stock Performance - Tianshu Zhixin (09903) experienced a rise of 19.07%, reaching a latest price of 229.800 with a total market capitalization of 584.42 billion [2]. - Zhaoyi Innovation (03986) increased by 18.45%, with a latest price of 350.600 and a market cap of 2458.07 billion, marking a year-to-date increase of 116.42% [2]. - Biran Technology (06082) saw an 8.39% rise, with a latest price of 36.420 and a market cap of 888.23 billion, reflecting an 85.82% increase year-to-date [2]. - Lanke Technology (06809) rose by 7.18%, with a latest price of 185.100 and a market cap of 2244 billion, showing a year-to-date increase of 73.17% [2]. - Tianyu Semiconductor (02658) increased by 6.19%, with a latest price of 52.500 and a market cap of 206.47 billion, reflecting a year-to-date increase of 9.38% [2].
瑞银抢跑英伟达财报:目标价上调至245美元,Blackwell贡献90亿营收成最大看点
美股IPO· 2026-02-12 08:04
随着英伟达(NVDA.US)即将发布其2026财年第四季度财务报告,瑞银集团在最新的研报中指出,该芯片巨头目前的业绩发布背景条件依然"有利"。 瑞银分析师指出,尽管市场近期对AI硬件需求的持续性以及利润率压缩存在担忧,导致英伟达股价表现相对平稳,但这种情绪反而为即将到来的 业绩发布降低了预期门槛,为超预期的财务表现和股价反弹埋下了伏笔。该行分析师蒂莫西·阿库里重申"买入"评级,并将目标价从235美元上 调至245美元。 阿库里在客户报告中写道:"鉴于股价表现不温不火、供应链信号仍显乐观,以及管理层似乎对围绕增长与利润率可持续性的普遍质疑感到沮 丧,此次财报的背景设定显得积极——尤其是随着我们即将在下月迎来GTC大会。" 瑞银对英伟达业绩的乐观信心主要源于强劲的供应链信号以及关键产品的产能释放。根据该行对亚洲供应链,尤其是中国台湾地区1月份出口数 据的分析,自动数据处理相关设备的出口额在传统淡季中实现了逆势增长,这直接反映了全球数据中心对AI基础设施的旺盛需求。 与此同时,英伟达新一代Blackwell架构芯片的产能正处于加速扩张期,瑞银预计该系列产品在第四季度将贡献约90亿美元的收入,成为拉动业 绩超预期的核 ...
澜起科技尾盘涨超8%创上市新高 花旗看好其今明两年盈利增长
Zhi Tong Cai Jing· 2026-02-12 07:38
Core Viewpoint - The stock of 澜起科技 (Lianqi Technology) surged over 8% to a new high of 188 HKD, driven by positive market sentiment regarding the growth in CPU server demand and advancements in AI applications, which are expected to boost the company's memory interface business and profitability in the coming years [1] Group 1: Company Performance - 澜起科技's stock price increased by 7.53% to 185.7 HKD, with a trading volume of 5.29 billion HKD [1] - Citigroup's report indicates that the demand for CPU-based servers and new developments in AI applications could catalyze increased usage of DIMM memory modules, providing upward potential for the company's memory interface business [1] Group 2: Industry Trends - The arrival of the AI era is leading to rapid performance growth in computing chips, with interconnectivity becoming a bottleneck for AI computing clusters [1] - The company's interconnect chip business is expected to experience significant growth, driven by upgrades in memory interface technology from DDR4 to DDR5 and DDR6, as well as enhancements in PCIe from 4.0 to 6.0 and 7.0 [1] - The introduction of the CXL standard for memory pooling is anticipated to greatly increase the value of related interface chips [1]
港股芯片股走高
Di Yi Cai Jing· 2026-02-12 07:27
Core Viewpoint - The stocks of several semiconductor companies have seen significant increases, with Tensu Zhixin rising by 25%, Biran Technology by nearly 10%, and Zhaoyi Innovation by over 8% [1] Group 1 - Tensu Zhixin's stock price increased by 25% in the afternoon trading session [1] - Biran Technology's stock price rose by nearly 10% [1] - Zhaoyi Innovation's stock price increased by over 8% [1] Group 2 - Tianyu Semiconductor's stock price rose by over 5% [1] - Shanghai Fudan's stock price also increased by over 5% [1]
韩股连涨四日 收盘上涨3.13% 创历史新高
Xin Lang Cai Jing· 2026-02-12 06:58
如何抓住黄金波段机会?聪明钱的选择,黄金+股票一键搞定>> 韩综指连续四个交易日上涨,受芯片股带动。首尔股市综合指数(KOSPI)收涨3.13%,创历史最高收 盘点位。 如何抓住黄金波段机会?聪明钱的选择,黄金+股票一键搞定>> 韩综指连续四个交易日上涨,受芯片股带动。首尔股市综合指数(KOSPI)收涨3.13%,创历史最高收 盘点位。 责任编辑:王永生 责任编辑:王永生 ...
澜起科技港交所上市;极物思维冲刺港股IPO丨横琴财报㉒
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-12 06:49
Group 1: Company Listings and Developments - 澜起科技 successfully listed on the Hong Kong Stock Exchange on February 9, becoming one of the few global suppliers offering complete solutions from DDR2 to DDR5 memory [1] - 极物思维 submitted its IPO application to the Hong Kong Stock Exchange, marking a new phase in its capital development [2] - 麦得发 completed a Series B financing round, with funds aimed at R&D and global market expansion of PHA biodegradable materials [6] Group 2: Product Innovations and Recognitions - 真健康's four products were included in the 11th batch of the "Excellent Domestic Medical Equipment Product Directory," marking a significant recognition in the field of percutaneous puncture surgery robots [3] - 一微科技 ranked 436th in the "2025 China Enterprise Patent Strength Top 500" list, showcasing its strong patent capabilities and innovation in robotics [4][5] Group 3: Market Expansion and Strategic Initiatives - 极物思维 is enhancing its headquarters functions and regional collaboration to establish 横琴 as a key hub connecting national store networks and capital markets [2] - 大横琴星文旅公司 launched a cross-border flower market service model, facilitating a seamless purchasing experience for consumers between 珠海 and 澳门 [7]
澜起科技港交所上市;极物思维冲刺港股IPO丨横琴财报
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-12 06:22
Group 1: Company Listings and Developments - 澜起科技 successfully listed on the Hong Kong Stock Exchange on February 9, becoming one of the few global suppliers offering a complete range of memory solutions from DDR2 to DDR5 [1] - 极物思维 submitted its IPO application to the Hong Kong Stock Exchange, marking a new phase in its capital development [2] - 麦得发 completed its Series B financing round, with funds aimed at R&D and market expansion of PHA biodegradable materials [6] Group 2: Product Innovations and Recognitions - 真健康's four products were included in the 11th batch of the "Excellent Domestic Medical Equipment Product Directory," marking a significant recognition for its innovative surgical navigation systems [3] - 一微科技 ranked 436th in the "2025 China Enterprise Patent Strength 500" list, showcasing its strong patent capabilities in the robotics sector [4] - 一微科技 has applied for over 2000 intellectual property rights, focusing on core technologies in robotics and AI [5] Group 3: Market and Regional Developments - 极物思维 aims to strengthen its headquarters' functions and regional collaboration, positioning 横琴 as a hub connecting national store networks and capital markets [2] - 大横琴星文旅公司 launched a cross-border flower market event, introducing a new service model for flower purchases between 横琴 and 澳门 [7]
春节小城酒店住宿暴涨至3000元,低价民宿快速消失
21世纪经济报道· 2026-02-12 06:03
记者丨唐唯珂 编辑丨高梦阳 每年春节,旅游市场都会上演一场供需大戏。 2026马年春节尤其热闹:出境游回暖、国内游火爆,而最让游客直呼"吃不消"的,莫过于住宿 价格一路狂飙。 潮汕、泉州等新晋顶流文旅城市,酒店价格直接冲上热搜: 平日两三百元的快捷酒店,春节 轻松破千;核心景区、商圈附近,一晚两三千元已是常态。 一边是游客吐槽"住不起",一边是酒店满房、民宿涨价、平台一房难求。这场春节酒店涨价 潮,到底是市场规律,还是过度炒作?背后藏着怎样的消费逻辑与行业真相? 结合近期平台预订数据与游客实际反馈,春节假期潮汕、泉州等地住宿价格呈现三大特征,涨 幅普遍较大;平日200—300元的经济型酒店,春节直接涨到800—1500元; 中端酒店普遍站上1000—2000元,部分位置好的民宿、精品酒店直逼2500元以上。 2月10日晚间21世纪经济报道记者从OTA平台上搜索 除夕当天到2月19日开始的汕头和泉州等 地连锁价格酒店均呈现出一定程度的上涨,众多经济型和中端酒店价格都飙升至千元。 | 21:59 | 6携程旅行 | | ◀ 搜索 | | | | | --- | --- | --- | --- | --- | -- ...
2025年全国结婚登记676.3万对,增加65.7万对
21世纪经济报道· 2026-02-12 05:46
民政部2月11日公布2025年婚姻登记数据,结婚登记676.3万对,离婚登记274.3万对。其中, 与2024年相比,结婚登记增加了65.7万对,离婚登记减少77万对。 | 指 | 标 | 单 位 | 载 를 | | | --- | --- | --- | --- | --- | | 一、民政事业费累计支出 | | िंग्ट | | 4877.9 | | 二、乡级行政区划单位 | | | | | | 偵 | | 个 | | 21554 | | ी | | 个 | | 6910 | | 民族乡 | | 个 | | ે છે છે. | | 赤木 | | 个 | | 153 | | 民族苏木 | | 个 | | 1 | | 街道 | | 个 | | 9148 | | 区公所 | | 个 | | 2 | | 三、提供住宿的民政机构 | | 个 | | 42432 | | #养老机构 | | 个 | | 39411 | | 四、社会救助 | | | | | | 城市最低生活保障 | | | | | | 最低生活保障人数 | | 万人 | | 595. E | | 最低生活保障平均标准 | | 元/人・月 | | 8 ...
芯片龙头ETF(516640)开盘涨0.60%,重仓股寒武纪涨0.10%,中芯国际涨0.47%
Xin Lang Cai Jing· 2026-02-12 05:19
芯片龙头ETF(516640)业绩比较基准为中证芯片产业指数收益率,管理人为富国基金管理有限公司, 基金经理为张圣贤,成立(2021-08-19)以来回报为16.12%,近一个月回报为-0.70%。 声明:市场有风险,投资需谨慎。本文基于第三方数据库自动发布,不代表新浪财经观点,任何在本文 出现的信息均只作为参考,不构成个人投资建议。如有出入请以实际公告为准。如有疑问,请联系 biz@staff.sina.com.cn。 来源:新浪基金∞工作室 2月12日,芯片龙头ETF(516640)开盘涨0.60%,报1.169元。芯片龙头ETF(516640)重仓股方面,寒 武纪开盘涨0.10%,中芯国际涨0.47%,海光信息涨1.96%,北方华创涨0.53%,兆易创新涨2.08%,澜起 科技涨1.05%,中微公司涨0.62%,豪威集团涨0.03%,紫光国微涨0.13%,拓荆科技涨0.89%。 ...