异动解读|澜起科技盘中上涨13.41%,Meta AI智能体Muse引爆CPU及内存互连芯片行情

行情直击09-22

9月22日,澜起科技盘中上涨13.41%,报326.8港元,成交额3.34亿港元。消息面上,Meta AI智能体Muse本月发布后迅速登顶苹果应用商店免费榜,重新点燃市场对CPU厂商的追捧,隔夜英特尔、Arm等芯片股集体大涨。分析指出,AI智能体普及将推高推理及基础设施负载,利好服务器CPU需求,内存互连芯片需求量有望同步提升,澜起科技被视为主要受惠者。此外,公司9月以来几乎每个交易日均实施A股回购,持续向市场传递信心。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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