资料显示，澜起科技股份有限公司位于上海市徐汇区漕宝路181号和光天地16层,香港铜锣湾希慎道33号 利园1期19楼1918室，成立日期2004年5月27日，上市日期2019年7月22日，公司主营业务涉及为云计算 和人工智能领域提供以芯片为主的解决方案。主营业务收入构成为：互连类芯片93.44%，津逮服务器 平台6.37%，其他(补充)0.19%。 从基金十大重仓股角度 数据显示，人保资产旗下1只基金重仓澜起科技。人保转型混合A（005953）二季度持有股数8300股， 占基金净值比例为1.21%，位居第五大重仓股。根据测算，今日浮盈赚取约6.6万元。 人保转型混合A（005953）成立日期2018年6月21日，最新规模5324.81万。今年以来收益22.47%，同类 排名4289/8167；近一年收益37.39%，同类排名3191/8010；成立以来收益9.49%。 人保转型混合A（005953）基金经理为刘石开。 截至发稿，刘石开累计任职时间1年12天，现任基金资产总规模15.47亿元，任职期间最佳基金回报 51.05%， 任职期间最差基金回报0%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发 ...

截至发稿，朱海东累计任职时间6年74天，现任基金资产总规模14.78亿元，任职期间最佳基金回报 63.55%， 任职期间最差基金回报-27.62%。 顾弘原累计任职时间4年124天，现任基金资产总规模4.84亿元，任职期间最佳基金回报47.18%， 任职 期间最差基金回报-23.03%。 9月25日，澜起科技涨0.54%，截至发稿，报136.60元/股，成交60.01亿元，换手率3.88%，总市值 1564.28亿元。澜起科技股价已经连续5天上涨，区间累计涨幅14.78%。 资料显示，澜起科技股份有限公司位于上海市徐汇区漕宝路181号和光天地16层,香港铜锣湾希慎道33号 利园1期19楼1918室，成立日期2004年5月27日，上市日期2019年7月22日，公司主营业务涉及为云计算 和人工智能领域提供以芯片为主的解决方案。主营业务收入构成为：互连类芯片93.44%，津逮服务器 平台6.37%，其他(补充)0.19%。 从基金十大重仓股角度 数据显示，财通基金旗下1只基金重仓澜起科技。财通智选消费股票A（010703）二季度持有股数1.59万 股，占基金净值比例为2.56%，位居第八大重仓股。根据测算，今日浮盈 ...

9月25日，澜起科技涨0.54%，截至发稿，报136.60元/股，成交60.01亿元，换手率3.88%，总市值 1564.28亿元。澜起科技股价已经连续5天上涨，区间累计涨幅14.78%。 资料显示，澜起科技股份有限公司位于上海市徐汇区漕宝路181号和光天地16层,香港铜锣湾希慎道33号 利园1期19楼1918室，成立日期2004年5月27日，上市日期2019年7月22日，公司主营业务涉及为云计算 和人工智能领域提供以芯片为主的解决方案。主营业务收入构成为：互连类芯片93.44%，津逮服务器 平台6.37%，其他(补充)0.19%。 从基金十大重仓股角度 数据显示，融通基金旗下1只基金重仓澜起科技。融通人工智能指数(LOF)A（161631）二季度减持6.6 万股，持有股数45.46万股，占基金净值比例为4.63%，位居第八大重仓股。根据测算，今日浮盈赚取约 33.64万元。连续5天上涨期间浮盈赚取799.59万元。 融通人工智能指数(LOF)A（161631）基金经理为何天翔、林丽娟。 截至发稿，何天翔累计任职时间10年339天，现任基金资产总规模76.62亿元，任职期间最佳基金回报 135.02%， 任职 ...

截至发稿，赵建忠累计任职时间10年112天，现任基金资产总规模54.89亿元，任职期间最佳基金回报 93.86%， 任职期间最差基金回报-31.32%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，中银基金旗下1只基金重仓澜起科技。中银上证科创板50ETF（588720）二季度持有股数 26.46万股，占基金净值比例为6.15%，位居第四大重仓股。根据测算，今日浮盈赚取约167.76万元。连 续3天上涨期间浮盈赚取193.16万元。 中银上证科创板50ETF（588720）成立日期2025年3月27日，最新规模3.53亿。成立以来收益41.37%。 中银上证科创板50ETF（588720）基金经理为赵建忠。 9月24日，澜起科技涨5.02%，截至发稿，报132.65元/股，成交69.89亿元，换手率4.69%，总市值 1519.04亿元。澜起科技股价已经连续3天上涨，区间累计涨幅6.13%。 资料显示，澜起科技股份有限公司位于上海市徐汇区漕宝路181号和光天 ...

9月23日，澜起科技涨0.81%，截至发稿，报126.31元/股，成交72.98亿元，换手率5.13%，总市值 1446.44亿元。澜起科技股价已经连续3天上涨，区间累计涨幅6.13%。 资料显示，澜起科技股份有限公司位于上海市徐汇区漕宝路181号和光天地16层,香港铜锣湾希慎道33号 利园1期19楼1918室，成立日期2004年5月27日，上市日期2019年7月22日，公司主营业务涉及为云计算 和人工智能领域提供以芯片为主的解决方案。主营业务收入构成为：互连类芯片93.44%，津逮服务器 平台6.37%，其他(补充)0.19%。 从基金十大重仓股角度 财通智选消费股票A（010703）基金经理为朱海东、顾弘原、郭欣。 截至发稿，朱海东累计任职时间6年72天，现任基金资产总规模14.78亿元，任职期间最佳基金回报 63.16%， 任职期间最差基金回报-27.27%。 顾弘原累计任职时间4年122天，现任基金资产总规模4.84亿元，任职期间最佳基金回报48.09%， 任职 期间最差基金回报-23.03%。 郭欣累计任职时间1年200天，现任基金资产总规模13.51亿元，任职期间最佳基金回报45.63%， 任职期 ...

东方红目标优选定开混合（501053）基金经理为徐觅。 截至发稿，徐觅累计任职时间8年275天，现任基金资产总规模62.61亿元，任职期间最佳基金回报 56.21%， 任职期间最差基金回报-0.16%。 资料显示，澜起科技股份有限公司位于上海市徐汇区漕宝路181号和光天地16层,香港铜锣湾希慎道33号 利园1期19楼1918室，成立日期2004年5月27日，上市日期2019年7月22日，公司主营业务涉及为云计算 和人工智能领域提供以芯片为主的解决方案。主营业务收入构成为：互连类芯片93.44%，津逮服务器 平台6.37%，其他(补充)0.19%。 从基金十大重仓股角度 数据显示，东证资管旗下1只基金重仓澜起科技。东方红目标优选定开混合（501053）二季度减持4526 股，持有股数1.81万股，占基金净值比例为0.47%，位居第九大重仓股。根据测算，今日浮盈赚取约 11.39万元。 东方红目标优选定开混合（501053）成立日期2017年12月18日，最新规模3.19亿。今年以来收益 3.79%，同类排名6955/8172；近一年收益10.88%，同类排名6785/7980；成立以来收益57.91%。 9月1 ...

Group 1 - The core viewpoint of the news is that Lanke Technology has seen a continuous increase in stock price, with a cumulative rise of 9.88% over three days, reaching a price of 118.20 yuan per share and a market capitalization of 135.36 billion yuan [1] - Lanke Technology specializes in providing chip-based solutions for cloud computing and artificial intelligence, with its main business revenue composition being 93.44% from interconnect chips, 6.37% from server platforms, and 0.19% from other sources [1] - The stock has a trading volume of 7.878 billion yuan and a turnover rate of 5.79% as of the latest report [1] Group 2 - According to data from the top ten heavy stocks of funds, one fund under Caitong Fund has a significant holding in Lanke Technology, with 15,900 shares held, accounting for 2.56% of the fund's net value [2] - The fund, Caitong Intelligent Consumer Stock A (010703), has seen a floating profit of approximately 12,700 yuan today and a total floating profit of 169,700 yuan during the three-day increase [2] - The fund has a total scale of 23.01 million yuan and has achieved a year-to-date return of 13.3%, ranking 3,417 out of 4,222 in its category [2] Group 3 - The fund managers of Caitong Intelligent Consumer Stock A include Zhu Haidong, Gu Hongyuan, and Guo Xin, with varying tenures and performance records [3] - Zhu Haidong has a tenure of 6 years and 61 days, with a total fund size of 1.478 billion yuan and a best return of 65.41% during his tenure [3] - Gu Hongyuan has a tenure of 4 years and 111 days, managing 484 million yuan with a best return of 49.14%, while Guo Xin has been in charge for 1 year and 189 days, managing 1.351 billion yuan with a best return of 44.87% [3]

Group 1 - Guolianan Fund recently conducted research on two listed companies: Lexin Technology and Lanke Technology [1] - Lexin Technology's AI development board "MiaoBan" supports connection with Huoshan Engine's Doubao large model, enabling natural semantic interaction and intent recognition [1] - Lexin Technology is invited to participate in the Huoshan Engine 2024 Winter FORCE Conference, where it will launch the AI+ Hardware Leap Plan with ToyCity [1] Group 2 - Lanke Technology's main products include memory interface chips, Jindai server platforms, and consumer electronics chips, primarily used in data centers and servers [1] - Guolianan Fund was established in 2003, with a total asset management scale of 126.801 billion yuan, ranking 52 out of 210 [1] - The best-performing public fund product in the past year is Guolianan Technology Power, with a latest unit net value of 2.35 and a growth of 114.01% in the past year [1]

Group 1: Company Research Highlights - Jiashi Fund recently conducted research on seven listed companies, focusing on their strategic directions and performance [1][2][3][4][5][6]. - Puxian Technology is focusing on satellite internet and has established a joint laboratory with Xidian ISN for low-orbit satellite communication products [1]. - Lexin Technology launched an AI development board "Miao Ban," which supports natural language interaction and intent recognition [2]. - Zhangyuan Tungsten's tungsten concentrate production increased by 3.24% year-on-year, with significant growth in tungsten powder sales by 43.68% [3]. - Lanjie Technology's main products include memory interface chips and server platforms, primarily used in data centers [4]. - Zoomlion is cautiously optimistic about market demand, with overseas revenue growing approximately 15% [5]. - Jingzhida reported a 22.68% year-on-year revenue increase, with semiconductor business accounting for over 70% of its revenue [6]. Group 2: Financial Performance and Market Outlook - Zhangyuan Tungsten's revenue from Ganzhou Aoketai reached 353.53 million yuan, a 15.36% year-on-year increase, with net profit turning positive [3]. - Zoomlion's mid-term dividend exceeded 60%, with cumulative dividends surpassing 30.6 billion yuan, reflecting a long-term stable return philosophy [5]. - Jingzhida's new orders are gradually increasing its market share, with a focus on high-end chip testing [6]. Group 3: Strategic Collaborations and Innovations - Puxian Technology is developing data governance services and has signed agreements with Helium Star and Yixin Technology to establish a joint R&D center [1]. - Lexin Technology is participating in the AI+ hardware initiative with Volcano Engine and ToyCity [2]. - Shenzhou Digital has over 6 billion yuan in confirmed orders and is collaborating with domestic GPU manufacturers to explore AI applications [6].

Group 1: Guotai Fund Research Insights - Guotai Fund recently conducted research on three listed companies, including Lianhua Technology, Lanqi Technology, and Jinchengzi [1][2][3] - Lianhua Technology expects significant profit growth in the first half of 2025, driven by cost reduction, increased capacity in plant protection business, product structure optimization, and enhanced pharmaceutical business deliveries [1] - The pharmaceutical segment focuses on a major client strategy, expanding its domestic and international customer base, with improved operational performance from its UK subsidiary [1] - Lianhua's new energy business has achieved stable commercial delivery of key materials, with revenue expected to exceed in 2025 [1] - Lanqi Technology's main products include memory interface chips and server platform chips, primarily used in data centers and servers [2] - Jinchengzi reported a revenue of 132.68 million yuan in the first half of 2025, a year-on-year increase of 21.56%, and a net profit of 27.70 million yuan, up 64.58% [2] - Jinchengzi's growth is attributed to market expansion and cost control, with a focus on employee stock ownership and governance optimization [2] Group 2: Guotai Fund Overview - Guotai Fund was established in 1998, with total assets under management of 737.56 billion yuan, ranking 14th among 210 firms [3] - The fund manages 484 public funds, ranking 13th, and has 58 fund managers, ranking 18th [3] - The best-performing fund in the past year is the Guotai CSI All-Share Communication Equipment ETF, with a net value increase of 156.63% [3] - The latest public fund product launched is the Guotai Dividend Smart Selection Mixed Fund A, with a subscription period from August 18 to September 5, 2025 [3]