9月23日,澜起科技盘中上涨3.23%,报319.4港元,成交额2145.8万港元,延续前一交易日强势表现。
消息面上,Meta AI智能体Muse近期登顶苹果应用商店免费榜,重新点燃市场对CPU及内存互连芯片的追捧。里昂研报指出,随着AI从模型训练转向推理,特别是AI代理的发展,服务器CPU需求持续上升,澜起科技被视为主要受惠者。此外,长鑫科技高端DRAM量产进一步提振存储产业链情绪,大摩指出DRAM及NAND均处于供应不足状态,记忆体价格高企。公司层面,澜起科技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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