每经AI快讯，港股芯片股今日回暖。截至发稿，澜起科技(06809.HK)涨52.31%，报162.8港元；兆易创 新(03986.HK)涨10.5%，报311.4港元；华虹半导体(01347.HK)涨5.89%，报105.1港元；中芯国际 (00981.HK)涨4.29%，报70.5港元。 ...

值得注意的是，芯片产业链涨价潮正持续蔓延，国科微（300672）、中微半导、英集芯等国产芯片厂商 近期相继发布调价通知，涨幅最高达80%，覆盖存储、MCU、模拟芯片等核心赛道。分析认为，2026 年上半年国产芯片涨价趋势将延续，甚至可能有更多企业跟进。 芯片股今日回暖，截至发稿，澜起科技(06809)涨52.31%，报162.8港元；兆易创新（603986）(03986)涨 10.5%，报311.4港元；华虹半导体(01347)涨5.89%，报105.1港元；中芯国际(00981)涨4.29%，报70.5港 元。 消息面上，晶圆双雄本周均将发布业绩。中芯国际将于2月10日发布财报，华虹半导体将于2月12日发布 财报。财通证券（601108）指出，在AI算力需求快速增长的带动下，全球晶圆代工行业持续景气。 2025年第四季度，台积电营收达1.05万亿新台币，同比增长20.45%，创下单季历史新高；全年营收也实 现31.60%的显著增长，达到3.81万亿新台币。 ...

2月9日，芯片龙头ETF（516640）开盘涨2.21%，报1.155元。芯片龙头ETF（516640）重仓股方面，寒 武纪开盘涨2.22%，中芯国际涨1.86%，海光信息涨3.43%，北方华创涨1.45%，兆易创新涨2.82%，澜起 科技涨4.49%，中微公司涨1.62%，豪威集团涨1.20%，紫光国微涨1.49%，拓荆科技涨1.72%。 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13.21%，近一个月回报为-0.47%。 来源：新浪基金∞工作室 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。 ...

【股指周报（IF&IH&IC&IM)】 热点板块波动加剧，股指震荡运行 国贸期货 宏观金融研究中心 2026-02-09 郑雨婷 从业资格证号：F3074875 投资咨询证号：Z0017779 本报告非期货交易咨询业务项下服务，其中的观点和信息仅供参考，不构成任何投资建议；期市有风险，投资需谨慎 投资咨询业务资格：证监许可【2012】31号 01 PART ONE 主要观点及策略概述 股指观点概述 | 影响因素 | 驱动 | 主要逻辑 | | --- | --- | --- | | 经济和 | | 业绩预告披露期，板块业绩呈现分化格局。截至1月31日，共有3057家上市公司披露业绩预告。预喜的上市公司共有1638家，占 | | 企业盈 | 中性 | 比53.6%；预盈的上市公司共有1518家。分行业看，有色金属、非银金融等行业紧抓周期性机会业绩优异，硬件设备、半导体、 | | 利 | | 汽车与零配件等新动能产业表现亮眼，以钢铁为代表的传统产业利润结构持续优化。 | | | | 宽基ETF的卖出节奏近日呈现放缓趋势。此前自1月15日起，机构曾集中减持宽基指数ETF，截至1月27日累计规模超过7000亿元， | ...

算笔账 一批十万的呆料压在库存 每月仓储费➕资金成本至少5k 放半年就亏3万 有料单不知道怎么推广？ 芯片超人已经 累计服务2.2万用户 ，打折清库存，最快半天完成交易！ 找不到，卖不掉，价格还想再好 点 ，都可以来找我们！ 优势物料，特价出售 | 品牌 | 型号 | 年份 | 数量 | | --- | --- | --- | --- | | 华邦 | W25Q40CLWI | 22+ | 30K | | 金士顿 | EMMC16G MW28-GA01 | 两年内 | 3040 | | | W25Q512JVFJQ21+ | | 15000 | 华邦 | GDQ3BFAM GD/兆易创新 | 25+ | 5120 | | --- | --- | --- | | CJ | | | | ST | STM32F030F4P6TR 22+ | 2500 | | TOSHIBA/东 | TMPM470FZFG22+ | 9900 | | 芝 | | | | POWER LNK3294G-TL | 24+ | 1000 | | TI/德州仪器 | ADS8548SRGCT22+ | 80 | | INFINEON/英 I ...

Group 1 - The core viewpoint of the article highlights the performance of the Chip ETF Tianhong (159310), which opened with a gain of 2.76% at 2.268 yuan on February 9 [1] - The top holdings of the Chip ETF Tianhong include companies such as Cambricon, which rose by 2.22%, SMIC with a 1.86% increase, and Haiguang Information, which saw a rise of 3.43% [1] - The performance benchmark for the Chip ETF Tianhong is the CSI Chip Industry Index return, managed by Tianhong Fund Management Co., with a return of 120.56% since its establishment on April 18, 2024, and a recent one-month return of -0.37% [1]

Core Viewpoint - The Sci-Tech Chip ETF Fund (588290) opened with a gain of 2.37%, reaching a price of 2.545 yuan, indicating positive market sentiment towards the fund and its underlying assets [1] Group 1: Fund Performance - The fund's performance benchmark is the Shanghai Stock Exchange Sci-Tech Board Chip Index return rate [1] - Since its establishment on September 30, 2022, the fund has achieved a return of 148.63% [1] - The fund's return over the past month is reported at 1.57% [1] Group 2: Major Holdings - Key stocks in the fund include: - SMIC (中芯国际) with a gain of 1.86% [1] - Haiguang Information (海光信息) up by 3.43% [1] - Cambricon (寒武纪) increasing by 2.22% [1] - Lattice Technology (澜起科技) rising by 4.49% [1] - Zhongwei Company (中微公司) up by 1.62% [1] - Tuojing Technology (拓荆科技) gaining 1.72% [1] - Chipone (芯原股份) increasing by 4.33% [1] - Hua Hong Semiconductor (华虹公司) up by 3.64% [1] - Hu Silicon Industry (沪硅产业) down by 0.77% [1] - East China Semiconductor (东芯股份) up by 1.29% [1]

Core Viewpoint - Shanghai-based memory interconnect chip giant, Lanqi Technology, has been listed on the Hong Kong Stock Exchange, with an initial share price of HKD 106.89, opening at HKD 168.00, representing a 57.17% increase and a market capitalization of HKD 203.67 billion [1][2]. Company Overview - Founded in 2004 by Yang Chonghe and Stephen Tai, Lanqi Technology is the largest memory interconnect chip company globally, with a projected market share of 36.8% in 2024 [2][3]. - The company has key investors including Alibaba Group's subsidiary Alisoft China and Huacomm Technology [2]. Financial Performance - For the first nine months of 2025, Lanqi Technology's revenue is expected to exceed the total revenue for 2024, with a significant increase in adjusted net profit [12][16]. - The company reported revenues of RMB 4.058 billion for the first nine months of 2025, with a gross margin of 61.5% [12][19]. - Historical revenue figures show a growth trajectory: RMB 3.672 billion in 2022, RMB 2.286 billion in 2023, and RMB 4.058 billion in 2025 [12][16]. Product Lines - Lanqi Technology has two main product lines: interconnect chips and the Jindai server platform, with interconnect chips accounting for over 90% of revenue [12][18]. - The company offers a full range of memory interface chips from DDR2 to DDR5, including supporting chips like SPD, TS, and PMIC [3][5]. Market Position - Lanqi Technology is recognized as one of the two leading PCIe Retimer suppliers globally and the first to launch CXL MXC chips, achieving a data rate of 12800 MT/s with its DDR5 second-generation chips [7][24]. - The company maintains strategic relationships with major global players in the AI infrastructure ecosystem, including memory module suppliers and cloud service providers [40]. Customer and Supplier Dynamics - The company’s revenue concentration is high, with its top five customers accounting for 84.3% of total revenue in 2022 and 74.8% in 2023 [25][26]. - Over 60% of Lanqi Technology's revenue comes from overseas markets, with significant contributions from major DRAM suppliers like Samsung and SK Hynix [24][22]. Research and Development - Lanqi Technology employs 576 R&D personnel, representing 74.4% of its total workforce, and holds 208 patents globally [32][33]. - The company is a board member of JEDEC and has led the development of international standards for DDR5 RCD, MDB, and CKD chips [32]. Future Outlook - The company aims to enhance its product portfolio by developing innovative Ethernet and optical interconnect solutions, further solidifying its position in the AI infrastructure market [40].

Group 1: Interest Rate and Bond Market - DR001 closed at 1.28 with a -4.41bp change, DR007 at 1.46 with a -2.08bp change, GC001 at 1.29 with a -13.50bp change, GC007 at 1.60 with a 2.50bp change, SHBOR 3M at 1.58 with a -0.05bp change, LPR 5 - year at 3.50 with no change, 1 - year treasury at 1.32 with a 0.44bp change, 5 - year treasury at 1.56 with a -0.69bp change, 10 - year treasury at 1.81 with a -0.41bp change, and 10 - year US treasury at 4.22 with a 1.00bp change [4] - The central bank conducted 4055 billion yuan of 7 - day reverse repurchase operations and 6000 billion yuan of 14 - day reverse repurchase operations last week, with 3000 billion yuan of 14 - day reverse repurchase operations on Thursday and Friday respectively [4] - This week, 4055 billion yuan of reverse repurchases will mature in the central bank's open market, with 750 billion, 1055 billion, 750 billion, 1185 billion, and 315 billion yuan maturing from Monday to Friday respectively. Additionally, 5000 billion yuan of 182 - day repurchase - style reverse repurchases will mature on Friday [5] Group 2: Stock Index Market - The closing prices and changes of major stock indices and their corresponding futures contracts: CSI 300 closed at 4644 with a -0.57% change, IF current month at 4640 with a -%0.7 change; SSE 50 at 3038 with a -0.69% change, IH current month at 3037 with a -%0.9 change; CSI 500 at 8146 with no change and IC current month at 814 with a -0.%1 change; CSI 1000 at 8052 with a -0.20% change, IM current month at at 8027 with a -0.6% change [6] - The trading volume and open interest changes of stock index futures: IF trading volume was 118040 with a 1.8% change, IF open interest was at 29 with a -%1. change; IH trading volume was 55 with a 2. change, IH open interest was at 109 with a 0. change; IC trading volume was 19 with no change, IC open interest was at 31 with a -%2. change; IM trading volume was 24 with a 4. change, IM open interest was at 40 with a 1. change [6] - Last week, CSI 300 fell 1.33% to 4643.6, SSE 50 fell 0.93% to 3037.9, CSI 500 fell 2.68% to 8146.4, and CSI 1000 fell 2.46% to 8051.6. A - share trading volume shrank significantly due to pre - holiday risk - aversion sentiment. The daily trading volumes last week were 26066 billion, 25656 billion, 25033 billion, 21943 billion, and 21635 billion yuan respectively, with the average daily trading volume decreasing by 6565.9 billion yuan compared to the previous week [6] - In the Shenwan primary industry index, food and beverage (4.3%), power equipment (2.2%), comprehensive (2%), transportation (1.9%), and banking (1.7%) led the gains last week, while non - ferrous metals (-8.5%), communication (-6.9%), electronics (-5.2%), steel (-3.3%), and computer (-3.3%) led the losses [6] Group 3: Market Outlook and Strategy - During the US stock earnings season, the performance of the AI industry chain is under test, and US stock volatility has increased. Chip giants like NVIDIA and AMD have seen continuous stock price adjustments, and internet giants like Google and Amazon have raised market concerns due to poor profit efficiency and under - expected performance [7] - Last week, the domestic news was relatively calm, the selling pace of broad - based ETFs slowed down, indicating a significant weakening of regulatory control. As the Spring Festival holiday approached, market risk - aversion sentiment increased, and the total A - share trading volume narrowed significantly to around 2.1 billion yuan. Overseas, the increased volatility of non - ferrous metals and US technology stocks has had a significant impact on domestic non - ferrous and technology sectors [7] - In the short term, after a volume - shrinking rebound, the stock index is expected to consolidate through oscillations to accumulate strength for further upward movement. In the long run, in the context of low interest rates and an "asset shortage", domestic market funds are generally abundant, and as the economy is in the process of bottom - building, the medium - to - long - term upward trend of the stock index is not expected to end. The strategy is that stock index pullbacks may be opportunities to enter long positions [7] Group 4: Stock Index Futures Premium and Discount - The premium and discount rates of IF, IH, IC, and IM futures contracts for different delivery months are provided, with specific values for the current month, next month, current quarter, and next quarter contracts [8]

这位美国总统可以否决关闭、闲置或出售美国钢铁工厂的决定，还能阻止其更名、将总部迁出匹兹堡或 把公司迁至美国境外。2025年6月，美国钢铁公司成为新日铁子公司后，在纽约证券交易所停牌。 过去一年，特朗普政府进行了前所未有的股权投资，并获得了至少10家公司的其他股份。 这些企业大多是关键矿产公司，白宫正制定战略，直接支持矿业公司打造本土供应链。但投资也涵盖芯 片制造商，可能还有一家核反应堆公司。就美国钢铁公司而言，政府获得了治理股权，而非直接经济权 益。 卡托研究所（Cato Institute）贸易律师兼研究员斯科特・林奇科姆（Scott Lincicome）表示，在非战争或 非经济危机时期，如此规模的投资数量极为罕见。而且政府的投资组合可能还会继续扩大。美国商务部 长霍华德・卢特尼克（Howard Lutnick）去年8月对CNBC透露，政府可能会入股洛克希德・马丁等主要 国防供应商。 曾在拜登政府担任国际经济高级主任的彼得・哈雷尔（Peter Harrell）称，过去美国仅在企业纾困时才 会临时持有企业股份。哈雷尔说："对于这些公司，投资逻辑截然不同，政府相当于扮演战略投资者的 角色，向企业注入资金，使企业 ...