以下文章来源于芯智讯 ，作者芯智讯浪客剑 芯智讯 . "芯智讯"——有料的科技新媒体！专注于半导体产业链、智能手机产业链、人工智能、AR/VR、智能硬 件及汽车电子等相关领域。 1月30日消息，根据业内最新传闻显示，在全球存储芯片供应持续紧缺的背景下，中国最大的NAND Flash制造商── 长江存储（YMTC）位于武汉的三期项目（第三座晶圆厂）投资项目正 以惊人的速度加 快建设，原定于2027年才能达成的量产目标，有望提前至2026年下半年正式启动。 长江存储三期项目于2025年9月正式动工。该项目的公司主体—— 长存三期（武汉）集成电路有限 责任公司（以下简称"长存三期"）成立于9月5日，注册资本207.2亿元。 股东信息显示，长存三期由长江存储持股50.19%、湖北长晟三期投资发展有限责任公司持股 49.81%。其中，湖北长晟三期投资发展有限责任公司为湖北国资旗下企业，这一背景为新公 司提供了坚实的资本与政策支持。 按照常规半导体建厂周期，需要等到2027年才能具备正式量产能力。但是，据业内人士透露，长江存储 近期已开始密集进行NAND Flash 生产设备的采购订单发送与工厂启动设置作业，显示其进度已 ...

每日晨报│2025 年 11 月 26 日 | 主要市场指数表现 | | | | | --- | --- | --- | --- | | | 收市价 | 上个交易日升 | YTD 升跌 | | 恒生指数 | 25,894 | +0.69% | +29.09% | | 恒生科技指数 | 5,612 | +1.20% | +25.60% | | 国企指数 | 9,158 | +0.87% | +25.63% | | 沪深 300 | 4,490 | +0.95% | +14.12% | | 上证综合指数 | 3,870 | +0.87% | +15.46% | | 深证成份指数 | 12,777 | +1.53% | +22.69% | | 中小板指 | 7,794 | +1.81% | +22.13% | | 道琼斯指数 | 47,112 | +1.43% | +10.74% | | 标普 500 指数 | 6,765 | +0.91% | +15.03% | | 纳斯达克指数 | 23,025 | +0.67% | +19.24% | | 伦敦富时指数 | 9,609 | +0.78% | +17.58% | ...

Core Viewpoint - The article discusses a circulating screenshot titled "Yangtze Memory Technologies Business Adjustment Notice," which claims that due to rising raw material prices and global supply constraints, Yangtze Memory Technologies will temporarily close certain production lines for about 30 days. This has sparked significant discussion online [1]. Group 1 - The circulating notice claims that Yangtze Memory Technologies is temporarily adjusting the production of Ti600, Ti SSD, and TiPlus7100s series due to raw material price increases [1]. - The brand Zhita, associated with Yangtze Memory Technologies, quickly issued a statement refuting the claims, stating that the screenshot is a malicious fabrication and that no such announcement was made [3]. - The notice contains several obvious errors, such as misspelling the brand name "Zhita" as "Zhitai," and incorrectly listing products that are already established as SSDs, raising doubts about its authenticity [6].

Market Overview - The three major indices opened higher, with the Shenzhen Component and ChiNext Index both rising over 2%, while the Shanghai Composite Index increased by over 1% [2] - Nearly 4,900 stocks experienced gains, indicating a broad market rally [2] Key Sectors - **AI Application Concept**: - Shida Group achieved a four-day consecutive rise, while Xinhua Department Store and Huanrui Century saw three consecutive gains. The rapid growth of Alibaba's AI assistant app, Qianwen, which surpassed 10 million downloads in just one week, contributed to this surge [4] - **Optical Communication Concept**: - Guangku Technology hit a 20% limit up, and Tengjing Technology rose over 15%, both reaching historical highs. Google's AI infrastructure head emphasized the need for a doubling of AI computing power every six months, projecting a 1,000-fold increase in the next 4-5 years to meet rising demand [5] Other News - **Longjiang Storage**: The company refuted rumors regarding the temporary closure of some SSD production lines, clarifying that the circulated information was false [6] - **Personal Pension System**: Celebrating its third anniversary, the personal pension system has transitioned from pilot programs to nationwide implementation, with AIA Life leading in market share and customer base [7] - **Douyin's Anti-Fraud Measures**: Douyin reported the banning of over 6 million accounts involved in scams related to third-party app redirection since August [7] Institutional Insights - **China Galaxy Securities**: The firm anticipates a positive outlook for the A-share market in 2026, driven by improved liquidity and a favorable valuation environment. The focus will shift to earnings growth as the key driver, supported by the ongoing economic transformation and development of emerging industries [8] - **Industrial Securities**: The report noted that despite recent volatility in A-shares and Hong Kong stocks due to external factors, Chinese assets are expected to recover as the market adjusts to these shocks, presenting new investment opportunities [9]