港股详情

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伟仕佳杰

9.620

+0.2452.61%

成交量：442.80万

成交额：4,229.11万

市值：137.57亿

市盈率：9.85

高：9.780

开：9.375

低：9.100

收：9.375

52周最高：12.720

52周最低：6.949

股本：14.30亿

香港流通股本：14.30亿

量比：0.90

换手率：0.31%

股息：0.42

股息率：4.34%

每股收益(LYR):0.977

净资产收益率：17.01%

总资产收益率：3.02%

市净率：1.30

市盈率(LYR):9.85

市销率: 0.13

数据加载中...

总览公司新闻资讯公告

港股异动 | 伟仕佳杰(00856.HK)绩后涨近4% 中期股东应占溢利同比增近五成消费电子及云端计算分部需求增长

IT分销商伟仕佳杰回应AI挑战：软件分销承压，但也催生新的硬件机会

伟仕佳杰(00856.HK)发布中期业绩股东应占溢利9.15亿港元同比增长49.87%

《业绩》伟仕佳杰控股(00856.HK)中期纯利9.15亿元升49.9%

阿斯达克财经

伟仕佳杰（00856）发布2026年中期业绩：营收526.10亿元归母净利同比增近五成

隔夜美股存储概念受挫港股存储股跟跌澜起科技（06809）跌7.91%

港股午后企稳回升恒指收涨0.07% 药明生物（02269）涨5.24%

日韩存储股走低港股相关概念股跟随澜起科技（06809）跌6.88%

下周备忘

手机产业链板块普升 ASMPT（00522）涨4.84% 荣耀发布并预售全球首款机器人手机当日宣布售罄

云计算板块走高阿里巴巴-W（09988）涨2.23% 机构指AI基础设施投入已进入业绩与回报验证阶段

手机产业板块走强鸿腾精密（06088）涨5.31%、华虹宏力（01347）涨4.57%

伟仕佳杰7月股份变动月报表，股本维持不变

伟仕佳杰(00856.HK)8月20日举行董事会会议考虑及通过中期业绩

伟仕佳杰（00856）将于8月20日召开董事会审议2026年中期业绩及派息议案

隔晚美股芯片股集体飙涨带动存储概念股盘初强势反攻兆易创新（03986）涨24.94%

港股存储概念股午后持续下挫，南方两倍做多海力士跌近30%

老虎资讯综合

存储概念股全线重挫兆易创新（03986）跌14.91% 英伟达拟为OpenAI提供2500亿美元担保引发市场忧虑

存储概念股暴力反弹澜起科技(06809)涨9.51%

存储板块持续涨势兆易创新(03986)涨3.94% 花旗指Kimi K3发布将意外推动内存需求增长

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12:19","pubTimestamp":1787199540,"startTime":"0","endTime":"0","summary":"伟仕佳杰控股(00856.HK) 公布2026年6月底止六个月中期业绩，收入526.1亿元，按年升15.6%。纯利9.15亿元，按年升49.9%；每股盈利65.95港仙。不派息。(ad/)(港股报价延迟最少十五分钟。沽空资料截至 2026-08-19 16:25。)过往派息公布日期派息事项派息内容2026/03/19末期业绩股息：港元 0.41772025/08/21中期业绩无派息2025/03/21末期业绩股息：港元 0.25702024/08/21中期业绩无派息AASTOCKS新闻","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230517120612203_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230517120612203_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1539518/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1539518/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1162","00856","BK1586"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1157946998","title":"伟仕佳杰（00856）发布2026年中期业绩：营收526.10亿元 归母净利同比增近五成","url":"https://stock-news.laohu8.com/highlight/detail?id=1157946998","media":"公告速递","labels":["dataReport","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1157946998?lang=zh_cn&edition=fundamental","pubTime":"2026-08-20 12:16","pubTimestamp":1787199379,"startTime":"0","endTime":"0","summary":"2026年8月20日，伟仕佳杰控股有限公司公布截至2026年6月30日止六个月未经审计的中期业绩。期内，公司实现收入526.10亿元，同比增长15.59%。归属于公司权益持有人的净利润录得9.15亿元，同比增长49.83%；基本每股收益为65.95港仙，上年同期为44.06港仙。经营溢利12.71亿元，财务费用1.65亿元。截至2026年6月30日，伟仕佳杰持有现金及银行结余42.60亿元，借款总额131.76亿元；净债务与总资产比率为0.18。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00856"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660197064","title":"隔夜美股存储概念受挫 港股存储股跟跌 澜起科技（06809）跌7.91%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660197064","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660197064?lang=zh_cn&edition=fundamental","pubTime":"2026-08-19 11:28","pubTimestamp":1787110138,"startTime":"0","endTime":"0","summary":"金吾财讯 | 存储概念股走低，澜起科技（06809）跌7.91%，兆易创新（03986）跌7.90%，伟仕佳杰（00856）跌6.02%。隔晚美股存储概念股大跌，SK海力士ADR（SKHY）跌9.20%，希捷科技（STX）跌9.16%，闪迪（SNDK）跌9.01%，慧荣科技（SIMO）跌7.69%，西部数据（WDC）跌7.43%，美光科技（MU）跌7.02%，Rambus（RMBS）跌6.86%。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/NDQ1MWJhN2NhODAzMzgwYTAyY2UxMDMzODA5NjE3NDc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NDQ1MWJhN2NhODAzMzgwYTAyY2UxMDMzODA5NjE3NDc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988660","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0269904917.USD","BK4588","LU1008478684.HKD","LU0072913022.USD","LU2039709279.SGD","LU1997244956.HKD","03986","VXUS","LU0501845795.SGD","LU1152091168.USD","LU2476274720.SGD","LU1251922891.USD","LU1023057109.AUD","LU1807302812.USD","LU2495084118.USD","BK1586","LU0828238088.HKD","LU0880133367.SGD","LU1813983027.USD","LU2476274308.USD","06809","LU0708995583.HKD","LU2778985437.USD","LU0456842615.SGD","LU1303224171.USD","91210","LU1997245177.USD","LU0572944931.SGD","LU0314109678.HKD","LU0052750758.USD","LU0327786744.USD","LU1328277881.USD","LU0359201885.HKD","BK0214","LU2289578879.USD","LU0359201612.USD","LU0828237510.HKD","00856","LU0359202008.SGD","BK1163","BK1162","KCAI","LU0228659784.USD","LU1719994722.HKD","LU1880383440.USD","LU0320764599.SGD","LU1152091754.HKD","688008","LU1960683339.HKD","LU1770034418.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660966468","title":"港股午后企稳回升 恒指收涨0.07% 药明生物（02269）涨5.24%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660966468","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660966468?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 16:19","pubTimestamp":1787041146,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股午后企稳回升，恒指、国企指数由跌转涨，截至收盘，恒生指数涨0.07%，国企指数涨0.16%，恒生科技指数跌0.90%。集团午间公布中期业绩，截至2026年6月30日止六个月，股东应占溢利9.26亿元人民币，同比增长7.96%；每股基本盈利44.40人民币分。期内营收61.60亿元人民币，同比增长7.97%。实现总收入人民币19.6亿元，同比增长111.2%；净利润人民币2.0亿元，同比增长466.1%；经营性现金流净流入人民币5.0亿元；AI应用业务收入人民币11.3亿元，同比增长123.7%。","market":"us","thumbnail":"https://static.szfiu.com/news/20210810/NGVhNjVkZTQ2ODU4ZWQyYjc4YjcyMmRkNWUzMjAzNTczNzI1NTIy.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGVhNjVkZTQ2ODU4ZWQyYjc4YjcyMmRkNWUzMjAzNTczNzI1NTIy.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988596","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0871576103.HKD","LU0049853897.USD","SGXZ86797644.SGD","WHGLY","LU1048484197.HKD","LU0823397285.USD","IE00BPRC5H50.USD","03115","LU0072913022.USD","LU0314109678.HKD","LU0029874905.USD","LU0328353924.USD","LU1981816686.USD","LU1366334651.USD","LU1282649810.SGD","KURE","LU0608807946.USD","LU1481107354.HKD","SG9999010078.USD","HK0000151867.HKD","BABA","LU0214875030.USD","LU0868486357.SGD","IE00BZ08YR35.GBP","LU0264606111.USD","IE0032431581.USD","SG9999006597.SGD","LU0029874061.USD","LU0648948544.HKD","LU1880398554.USD","01519","02419","01361","07200","HK0000306685.HKD","LU0320764755.SGD","SGXZ62798434.SGD","SG9999002562.SGD","LU0029875118.USD","LU1188198961.HKD","LU0345776255.USD","80992","LU0516422440.USD","LU0449515922.USD","LU1719994722.HKD","LU0384037296.USD","LU1439103000.SGD","LU1251922891.USD","LU0039217434.USD","09067","LU0648000940.SGD","LU0163747925.USD","LU0708995583.HKD","LU0886674414.USD","BK1591","LU0572944931.SGD","02837","LU0348783662.USD","LU1720051108.HKD","02833","BK1549","LU1880383366.USD","LU2097828557.USD","LU0084288322.USD","LU1328277881.USD","03416","LU1794554557.SGD","LU0577902538.SGD","07500","LU1115378108.SGD","LU1303224171.USD","BK1589","LU0823038988.USD","LU0531971595.HKD","LU1224709979.USD","LU0143863198.USD","LU0051755006.USD","LU0359201885.HKD","LU0823426480.USD","LU1008478684.HKD","LU0274383008.USD","BK1607","BK1576","LU1282649141.HKD","HK0000107257.USD","IE00BMPRXN33.USD","LU0251144936.SGD","LDEM","LU2488822045.USD","LU2087589342.USD","LU0128526141.USD","LU1504937902.USD","LU0054450605.USD","02828","LU1807302812.USD","LU0169518387.USD","LU2045819591.USD","MCHmain","688008","LU1196710864.SGD","LU2039709279.SGD","LU0348735423.USD","HSTECH","BK1162","BK1594","LU0700851271.USD","LU0791590937.USD","LU0823426308.USD","BK1588","LU0348784397.USD","LU0228367735.SGD","LU0117841782.USD","BOAT","SG9999009997.SGD","LU0862451837.USD","SG9999001051.SGD","LU0898667661.SGD","LU0516422952.EUR","BK1604","LU0630378692.HKD","LU1044875133.USD","IE00BVYPNQ40.USD","LNVGY","BK1142","82800","BK1543","LU0823413660.USD","FDNI","LU0702159699.USD","LU0132412106.USD","BK1550","SG9999012710.SGD","LU0823039010.USD","LU0456846285.SGD","LU0541502299.USD","LU0455707207.USD","BK1541","BK1608","LU0499858438.USD","LU0594300419.USD","BK1513","LU1568876335.HKD","BK1240","LU0181495838.USD","LU0320764243.SGD","BK1502","SG9999002950.SGD","BKF","LU1044874839.SGD","002714","LU0054237671.USD","LU0831093199.SGD","LU0348783233.USD","SG9999001903.USD","LU0819123356.HKD","LU0540923850.HKD","LU0128525689.USD","07552","LU1267930227.SGD","IE00B0169N27.USD","LU0310800965.SGD","LU0173614495.USD","LU1046422090.SGD","LU0873338254.USD","LU0359202008.SGD","BK1615","LU1810669033.SGD","00856","LU0210526637.USD","LU1770034418.SGD","LU2476274720.SGD","SG9999000327.SGD","LU1548497426.USD","LU0630378429.USD","LU0320764599.SGD","OROVY","09115","BK1227","BK1575","LU1323998911.USD","LU0197773673.USD","BK1568","BK1103","LU0577902371.SGD","LU1051769294.HKD","SG9999001069.SGD","HK0000286598.CNH","LU1688375341.USD","LU0049112450.USD","SG9999002463.SGD","LU1023057109.AUD","LU2187417386.USD","HSCEI","LU1242518931.SGD","LU0828237940.HKD","LU0449509016.USD","LU1282651121.HKD","LU0588545904.SGD","LU0634319403.HKD","89988","LU0228659784.USD","LU2125910849.SGD","IE00BGHQDM52.EUR","BK1521","LU0589944569.HKD","LU0561508036.HKD","LU0588545730.USD","00688","LU2476274308.USD","603993","LU0823040885.USD","IE00BZ08YT58.USD","LU0880133367.SGD","IE00BVYPNP33.GBP","SG9999010052.SGD","LU0130518102.USD","LU0072462343.USD","LU0128522157.USD","IE00BMPRXR70.SGD","LU2097828805.USD","LU1642822792.SGD","LU0469268626.HKD","LU0572940350.SGD","LU0784639295.USD","LU1831875114.USD","LU0052750758.USD","LU0315179316.USD","LU0164880469.USD","LU0890818403.SGD","BK1501","LU0441854154.USD","LU2213484517.USD","LU0011963245.USD","LU1048596156.SGD","LU2778985437.USD","LU0259732245.USD","07226","LU3063872942.SGD","BK1517","LU0348825331.USD","LU1152091168.USD","SG9999001093.SGD","BK1518","HK0000165453.HKD","LU1152091754.HKD","LU1769817096.USD","LU1224444064.USD","LU0501845795.SGD","BK1555","02600","LU0823413587.USD","BK1610","IE00BZ08YS42.EUR","BK1141","03033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港股相关概念股跟随 澜起科技（06809）跌6.88%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660452443","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660452443?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 14:17","pubTimestamp":1787033864,"startTime":"0","endTime":"0","summary":"金吾财讯 | 存储概念股走低，澜起科技（06809）跌6.88%，兆易创新（03986）跌5.96%，伟仕佳杰（00856）跌2.58%。日韩股市存储概念集体下跌，日经225指数、韩国综合指数尾盘均跌超2%。日股方面，铠侠跌超7%、东京电子设备跌近3%。韩股方面，三星电子跌超2%，SK海力士涨幅收窄至不足0.5%。","market":"nz","thumbnail":"https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988549","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2495084118.USD","BK4588","LU0314109678.HKD","LU0327786744.USD","06809","LU0320764599.SGD","LU2476274308.USD","BK0214","LU1997245094.SGD","LU2778985437.USD","BK1162","LU0828238088.HKD","LU2476274720.SGD","KCAI","LU0228659784.USD","LU0456842615.SGD","LU1997245177.USD","LU1008478684.HKD","688008","91210","LU0269904917.USD","LU0828237510.HKD","LU1807302812.USD","LU1152091754.HKD","LU1960683339.HKD","LU0572944931.SGD","LU0708995583.HKD","LU1719994722.HKD","00856","LU0509642566.USD","LU0359202008.SGD","VXUS","LU2039709279.SGD","LU0067412154.USD","LU1993786604.SGD","LU1997244956.HKD","BK1163","LU1770034418.SGD","LU1023057109.AUD","LU0880133367.SGD","BK1586","LU1880383366.USD","LU0501845795.SGD","LU0052750758.USD","LU0072913022.USD","LU1152091168.USD","LU0359201612.USD","LU1328277881.USD","LU2289578879.USD","03986"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659148934","title":"下周备忘","url":"https://stock-news.laohu8.com/highlight/detail?id=2659148934","media":"AASTOCKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659148934?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 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ASMPT（00522）涨4.84% 荣耀发布并预售全球首款机器人手机 当日宣布售罄","url":"https://stock-news.laohu8.com/highlight/detail?id=2659829091","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659829091?lang=zh_cn&edition=fundamental","pubTime":"2026-08-13 10:13","pubTimestamp":1786587233,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股手机产业链板块普升，截至发稿，联想集团 涨4.96%，ASMPT涨4.84%，龙旗科技涨2.77%，中芯国际涨2.52%，华虹宏力涨2.38%，蓝思科技涨2.25%，伟仕佳杰涨2.16%，建滔集团涨2.00%，鸿腾精密涨1.92%，丘钛科技涨1.31%。消息面上，8月12日，荣耀正式发布“全球首款机器人手机”荣耀RobotPhone。预售首日，荣耀官网商城即宣告售罄。据了解，该款手机最大特点在于打破了传统手机硬件形态，将机械云台融于传统手机，并融入ARRI电影级工作流、AI能力等。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988092","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0672654166.SGD","IE0032431581.USD","LU0348784397.USD","LU1251922891.USD","LU0048580855.USD","BK1508","BK1614","LU1481107354.HKD","LU0862451753.SGD","300433","BK1162","LU1813983027.USD","LU0029875118.USD","KBDCY","01478","ASMVY","IE0008369823.USD","LU0227179875.USD","LU1719994722.HKD","LU1282649067.USD","LU0417516902.SGD","LU0791591158.USD","TCHI","LU0128522157.USD","LU0417516738.SGD","LU0708995583.HKD","BK1610","LU1823568750.SGD","LU0274383008.USD","LU0791590937.USD","LU1366334651.USD","LU1046422090.SGD","LU0540923850.HKD","LU0320764599.SGD","LU1328277881.USD","IE00B0JY6N72.USD","LU0320764755.SGD","LU0572939691.SGD","HK0000306701.USD","HK0000320264.USD","LU1770034418.SGD","SG9999000459.SGD","00148","IE0003895053.USD","06088","LU0488056044.USD","LU0417516571.SGD","LU0310800965.SGD","LU1366334578.USD","BK1526","BK1193","SG9999006597.SGD","LU0348825331.USD","09611","LU1235294995.USD","LU0634319403.HKD","BK1169","LU0052750758.USD","SG9999001903.USD","LU2039709279.SGD","LU0384037296.USD","LU0049112450.USD","603341","LNVGY","SG9999000475.SGD","LU0348766576.USD","LU0314109678.HKD","06613","LU1282649810.SGD","LU2242644610.SGD","LU0543330483.HKD","80992","00522","LU0348735423.USD","BK1163","LU0862451837.USD","BK1586","00856","01347","LU0264606111.USD","LU1235295612.USD","BK1096","SG9999001069.SGD","LU0370786039.SGD","LU0128525689.USD","688347","BK1607","LU0348783233.USD","BK1179","LU1267930227.SGD","LU1046421795.USD","LU0052756011.USD","00981","BK1504","IE0034224299.USD","LU1282649141.HKD","HK0000306685.HKD","LU0011963245.USD","LU0348767384.USD","LU0648948544.HKD","FPA","MCHS","BK1589","LU0890818403.SGD","LU0149721374.USD","LU1303224171.USD","688981","LU0572940350.SGD","00992","BK1170","HK0000320223.HKD","LU0164880469.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657594628","title":"云计算板块走高 阿里巴巴-W（09988）涨2.23% 机构指AI基础设施投入已进入业绩与回报验证阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2657594628","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657594628?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 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鸿腾精密（06088）涨5.31%、华虹宏力（01347）涨4.57%","url":"https://stock-news.laohu8.com/highlight/detail?id=2656825005","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656825005?lang=zh_cn&edition=fundamental","pubTime":"2026-08-04 13:25","pubTimestamp":1785821149,"startTime":"0","endTime":"0","summary":"金吾财讯 | 手机产业板块走强，鸿腾精密 涨5.31%，华虹宏力涨4.57%，ASMPT涨3.99%，通达集团涨3.59%，中芯国际涨3.30%，蓝思科技涨2.88%，伟仕佳杰涨2.51%，舜宇光学科技涨2.30%，丘钛科技涨2.14%，高伟电子涨1.78%，东江集团控股涨1.47%，瑞声科技涨1.29%。花旗认为，智能手机供应链股价将取决于第二季/上半年业绩及下半年展望，预期部分上半年业绩在库存建设支持下将优于市场担忧，但下半年压力或加剧。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987455","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE0008369823.USD","HK0000320223.HKD","LU0634319403.HKD","LU0708995583.HKD","HK0000500386.USD","LU1235294995.USD","SG9999001903.USD","HK0000252152.HKD","00522","BK1096","LU1813983027.USD","BK1179","LU0164880469.USD","BK1608","SG9999006597.SGD","02018","LU0314109678.HKD","BK1589","LU0348766576.USD","LU1770034418.SGD","BK1610","LU0274383008.USD","LU1481107354.HKD","BK1586","LU0149721374.USD","AACAY","BK1526","LU0326950275.SGD","300433","ASMVY","LU0011963245.USD","00856","LU0348735423.USD","IE00B031HY20.USD","06613","SG9999001069.SGD","LU0540923850.HKD","BK1163","MCHS","BK1170","BK1504","BK1607","LU1303224171.USD","01347","LU0417516902.SGD","LU1282649141.HKD","LU1719994722.HKD","LU1251922891.USD","01415","BK1500","SG9999000459.SGD","LU0417516738.SGD","BK1614","LU0417516571.SGD","BK1508","LU0348783233.USD","688347","LU1831875114.USD","06088","HK0000252160.HKD","SG9999014674.SGD","01478","LU0320764599.SGD","LU1046421795.USD","BK1183","BK1167","LU0227179875.USD","HK0000306685.HKD","LU1328277881.USD","TCHI","LU0348825331.USD","HK0000306701.USD","BK1162","LU0348767384.USD","IE0034224299.USD","00698","HK0000320264.USD","IE00B29SXG58.USD","SG9999000475.SGD","02283","LU0488056044.USD","LU0648948544.HKD","00981","688981","LU1823568750.SGD","LU1282649810.SGD","LU1211504680.USD","LU2039709279.SGD","02382","LU0052750758.USD","LU0384037296.USD","IE0008368742.USD","LU0348784397.USD","LU1282649067.USD","BK1521","BK1169"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1119733586","title":"伟仕佳杰7月股份变动月报表，股本维持不变","url":"https://stock-news.laohu8.com/highlight/detail?id=1119733586","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1119733586?lang=zh_cn&edition=fundamental","pubTime":"2026-08-03 11:51","pubTimestamp":1785729106,"startTime":"0","endTime":"0","summary":"伟仕佳杰控股有限公司于2026年8月3日公布截至2026年7月31日止月份的证券变动月报表。根据公告，本月公司注册股本及已发行股份状况保持平稳，未有新增发行或回购注销等变动。公司进一步确认，截至2026年7月31日，公众持股比例符合相关上市规则要求。上述月报由公司秘书林从帅代表董事会签署。公司股本后续如有进一步变动或重大进展，将按照要求及时披露。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00856"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655033905","title":"伟仕佳杰(00856.HK)8月20日举行董事会会议考虑及通过中期业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=2655033905","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655033905?lang=zh_cn&edition=fundamental","pubTime":"2026-07-31 12:27","pubTimestamp":1785472022,"startTime":"0","endTime":"0","summary":"格隆汇7月31日丨伟仕佳杰(00856.HK)公布，谨定于2026年8月20日上午十一时正于香港干诺道中200号信德中心招商局大厦33楼3312室举行董事会会议，以考虑及通过公司截至2026年6月30日止六个月期间的中期业绩报告，及建议派发中期股息(如有)，以及处理其他事项。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260731/32322670.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK1162","BK1586","00856"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1146199059","title":"伟仕佳杰（00856）将于8月20日召开董事会审议2026年中期业绩及派息议案","url":"https://stock-news.laohu8.com/highlight/detail?id=1146199059","media":"公告速递","labels":["executive","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1146199059?lang=zh_cn&edition=fundamental","pubTime":"2026-07-31 12:06","pubTimestamp":1785470799,"startTime":"0","endTime":"0","summary":"伟仕佳杰控股有限公司（00856）7月31日公告称，公司董事会已决定于2026年8月20日上午11时正在香港干诺道中200号信德中心招商局大厦33楼3312室召开董事会会议。\n会议主要议程包括：\n1. 审议并通过公司截至2026年6月30日止六个月期间的中期业绩报告；\n2. 商讨及建议派发中期股息（如有）；\n3. 处理其他事项。\n公告同时披露，公司董事会目前由五名执行董事李佳林、王伟炘、李玥、陈海洲及顾三军；一名非执行董事吕品；以及三名独立非执行董事李炜、高滨、高懿洋组成。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00856"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655085338","title":"隔晚美股芯片股集体飙涨 带动存储概念股盘初强势反攻 兆易创新（03986）涨24.94%","url":"https://stock-news.laohu8.com/highlight/detail?id=2655085338","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655085338?lang=zh_cn&edition=fundamental","pubTime":"2026-07-31 09:44","pubTimestamp":1785462261,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股存储概念股盘初全线强势反攻，截止发稿，南方两倍做多海力士 涨56.23%，南方两倍做多三星电子涨45.05%，兆易创新涨24.94%，澜起科技涨18.93%，伟仕佳杰涨6.87%。消息面上，隔夜美股市场芯片股集体飙涨，费城半导体指数一度涨逾8%，存储概念股集体暴力拉升，闪迪涨超25%，美光科技、SK海力士ADR、西部数据、希捷科技均涨逾10%。按昨日SK海力士收盘价920美元计算，价值约合331万美元。同期净利润为71.62万亿韩元，同比暴涨1299.9%。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987196","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["FTEC","FCUS","LU1803068979.SGD","LU0889566641.SGD","LU1235294995.USD","LU1815336760.USD","SKDD","TMSL","LU0314109678.HKD","LU0154236417.USD","LU0061475181.USD","LU0964807845.USD","ARTY","LU0109391861.USD","LU1720051017.SGD","SNDC","SKUU","LU1548497426.USD","MULL","LU2357627491.SGD","LU2458330169.SGD","BOBP","CGGO","SNDU","LU2286300806.USD","TTXU","LU0963586101.USD","LU0320765059.SGD","SGXZ99366536.SGD","IE00BSNM7G36.USD","LU2250418816.HKD","LU0820561909.HKD","LU2471134796.USD","BK4532","MUU","SK","SKHZ","LU0417517546.SGD","LU2168564149.EUR","LU2048586759.USD","LU0072913022.USD","LU1035773651.USD","SOXQ","LU1046421795.USD","XLK","LU0274383776.USD","00856","EFIV","LU0792757196.USD","BAI","BK4575","JGRO","LU0820562030.AUD","IE00B19Z3B42.SGD","LU0082616367.USD","LU1868836914.USD","LU2213496289.HKD","MU","LU2023250330.USD","LU2102340556.USD","LU0133085943.USD","CNEQ","FXL","LU2931357623.SGD","SNDQ","SG9999001424.SGD","LU0359201885.HKD","603986","LU0203347892.USD","SKHY","LU0359202008.SGD","IE00B1XK9C88.USD","LU0238689110.USD","BK4141","WDC","LU0859254822.USD","LU1861220033.SGD","BK4554","BK4588","LU1989764748.USD","BK4605","LU1807302812.USD","FDTX","HBMX","IE00B7SZLL34.SGD","LU1267930730.SGD","USXF","HYNX","LU0240877869.USD","LU2089985449.USD","LU2471134952.CNY","BK4566","MIC","LU0359201612.USD","RULE","LU0127658192.USD","LU1323610961.USD","LU0072461881.USD","AIS","CHPX","LU0957808578.USD","LU1629891620.HKD","LU1813983027.USD","LU0162691827.USD","LU0323591593.USD","SGXZ81514606.USD","07747","BK4512","EMSF","SOXX","LU1823568750.SGD","LU0708995401.HKD","LU1145028129.USD","LU2290526834.HKD","WDCX","IE00BJLML261.HKD","IE00BK4W5M84.HKD","OPTZ","GB00BDT5M118.USD","MUD","IXN","LU2360106780.USD","SKHX","BK4533","LU2039709279.SGD","SCHM","SHOC","PSI","BK4585","LU1366333091.USD","LU2543165471.USD","LU1152091754.HKD","LU1008478684.HKD","LU1551013425.SGD","FSMD","EGGY","LU1868837300.USD","IE0034235303.USD","LU0067412154.USD","LU2458330243.SGD","AIFD","AIQ","LU2168563687.JPY","BK1163","CHAT","LU0640476718.USD","LU0006061336.USD","LU1960683339.HKD","CHPS","IE00BK4W5L77.USD","LU2063271972.USD","LU0096364046.USD","IE0009356076.USD","LU0683600562.USD","LU1069347547.HKD","LU2360107168.USD","LEGR","LU0642271901.SGD","FAI","IE00BKDWB100.SGD","LU0240878834.USD","LU0689472784.USD","LU1280957306.USD","LU1868837136.USD","LU2211815571.USD","LU2357305700.SGD","LU0672654240.SGD","SNXX","BK4543","IE00B19Z3581.USD","BK4170","LU0708995583.HKD","LU2168564222.USD","PTF","LU2756315664.SGD","DRMY","LU2896262040.SGD","03986","CNAV","IETC","LU1989764664.SGD","LU1023057109.AUD","IE000M9KFDE8.USD","LU2054465674.USD","LU0501845795.SGD","TRFK","LU0820561818.USD","BK4553","LU1993786604.SGD","LU2168564495.EUR","SNDK","XNTK","IE00BWXC8680.SGD","06809","WLDR","LU0320764599.SGD","BK1586","MUZ","LU1267930813.SGD","IE0002270589.USD","QQQG","LU0880133367.SGD","LU0256863811.USD","LU1914381329.SGD","SCHA","LU1868836591.USD","BK4579","LU0109392836.USD","LU0719512351.SGD","LU1720051108.HKD","SSNLF","SGXZ51526630.SGD","LU2750360641.GBP","07709","LU0081259029.USD","LU0943347566.SGD","FTXL","LU2750360997.AUD","LU1328277881.USD","MUYY","LU0056508442.USD","LU1852331112.SGD","LU0787776722.HKD","LU1642822529.SGD","LU0210536198.USD","LU1152091168.USD","688008","VGT","LU1868836757.USD","LU2168564065.EUR","BK1162","LU0256863902.USD","LU0889565833.HKD","LU2756315318.SGD","SNDG","SMH","LU0444973449.USD","LU0476273544.USD","LU1861215975.USD","LU0444971666.USD","WUGI","IE00B5949003.HKD","SKHU","LU1316542783.SGD","LU1551013342.USD","BK4527","LU2471134879.HKD","LU2471134523.USD","COWG","LU0052750758.USD","LU0157215616.USD","LU0203345920.USD","LU0054578231.USD","DISK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1176747463","title":"港股存储概念股午后持续下挫，南方两倍做多海力士跌近30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1176747463","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1176747463?lang=zh_cn&edition=fundamental","pubTime":"2026-07-28 14:13","pubTimestamp":1785219234,"startTime":"0","endTime":"0","summary":"7月28日，港股存储概念股午后持续下挫，$南方两倍做多海力士(07709)$跌近30%，$南方两倍做多三星电子(07747)$跌超27%，$兆易创新(03986)$跌超17%，$澜起科技(06809)$跌超12%，$伟仕佳杰(00856)$跌超7%。","market":"hk","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0067412154.USD","LU0708995583.HKD","BK1586","KCAI","LU0072913022.USD","LU0501845795.SGD","LU2039709279.SGD","SKHX","LU1023057109.AUD","LU1807302812.USD","00856","LU0314109678.HKD","SKUU","LU1008478684.HKD","LU0359201612.USD","03986","SKHZ","BK4585","LU1993786604.SGD","LU0052750758.USD","91210","LU0880133367.SGD","LU1152091168.USD","SK","VXUS","BK1163","HYNX","BK4588","LU0320764599.SGD","07709","LU0359201885.HKD","LU0359202008.SGD","LU1813983027.USD","SKHU","LU1328277881.USD","LU1960683339.HKD","LU1152091754.HKD","06809","07747","SKDD","BK1162"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654756027","title":"存储概念股全线重挫 兆易创新（03986）跌14.91% 英伟达拟为OpenAI提供2500亿美元担保引发市场忧虑","url":"https://stock-news.laohu8.com/highlight/detail?id=2654756027","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654756027?lang=zh_cn&edition=fundamental","pubTime":"2026-07-28 11:04","pubTimestamp":1785207886,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股存储概念股全线重挫，截止发稿，南方两倍做多海力士 跌26.64%，南方两倍做多三星电子跌23.57%，兆易创新跌14.91%，澜起科技跌10.37%，伟仕佳杰跌6.00%。消息面上，英伟达周一披露，其正就一项在俄亥俄州建设大型数据中心项目与OpenAI进行谈判，计划为OpenAI提供约2500亿美元的财务担保。英伟达的支持将使OpenAI能够以更有利的条件获得债务融资，因为这能减轻贷款方对OpenAI缺乏投资级信用评级的担忧。","market":"us","thumbnail":"https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1986922","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IETC","LU0476273544.USD","XLK","LU2097344431.USD","LU2237957811.SGD","SG9999014898.SGD","LU0889565833.HKD","LU1988902786.USD","LU0211327993.USD","LU1674673691.USD","LU0072913022.USD","LU0109392836.USD","LU0314109678.HKD","NVDX","NVDQ","LU2746668974.SGD","LU0345768153.USD","LU1989772840.SGD","LU0210528500.USD","LU2896262040.SGD","IE0004445015.USD","IE0001KFT4U8.USD","LU0557290698.USD","LU0225283273.USD","LU2471134523.USD","LU1066051498.USD","LU2471134879.HKD","IE00BJLML261.HKD","LU0957808578.USD","LU2247934214.USD","LU1880398554.USD","IE00BZ1G4Q59.USD","LU0175139822.USD","HK0000306685.HKD","LU0342679015.USD","SK","LU0345769631.USD","METV","LU2462157665.USD","LU0868494708.USD","LU2168564495.EUR","BK4592","LU2462591350.SGD","LU0310800379.SGD","LU1935042488.USD","LU1791710400.SGD","ANV","IE00BK4W5L77.USD","LU2148611432.USD","IE000KEQY171.SGD","LU0795875169.SGD","LU1116320737.USD","NVDA","LU1127390331.HKD","LU1145028129.USD","LU1861220033.SGD","HK0000819398.USD","SG9999015986.USD","LU2125909759.SGD","LU2999663052.SGD","BK4614","SG9999014880.SGD","IE00BD6J9T35.USD","BK4579","LU0708995583.HKD","LU0444971666.USD","LU0395794307.EUR","LU1261432733.SGD","LU2125154778.USD","LU0323591593.USD","LU0689626769.HKD","LU0138981039.USD","LU1720051108.HKD","LU0097036916.USD","BK4581","LU1328277881.USD","LU1069347547.HKD","NVDS","LU0079474960.USD","LU0211328371.USD","BK4587","LU0289739343.SGD","LU1868836591.USD","LU2294711713.HKD","LU2322448957.HKD","LU1623119135.USD","LU0345769128.USD","LU2211815571.USD","LU0359201885.HKD","LU1008478684.HKD","LU1923622614.USD","USD","LU1868836757.USD","LU1914381329.SGD","LU0238689110.USD","LU2463028550.USD","HYNX","IE00BK4W5M84.HKD","LU0174119429.USD","LU1064131342.USD","LU1935043536.SGD","LU2108987350.USD","LU1267930490.SGD","LU2543165471.USD","BK4543","BK4551","IE00BJTD4N35.SGD","IE000ITXATA3.USD","IE00BMPRXN33.USD","LU0345768740.USD","TRFK","LU1119994496.HKD","LU0494093205.USD","LU0965509283.SGD","GB00BDT5M118.USD","LU1861215975.USD","IE00BKPKM429.USD","LU2028103732.USD","LU0158827781.USD","LU1807302812.USD","IE00B19Z8X17.USD","LU2360032135.SGD","LU0683600562.USD","LU2756315664.SGD","688008","LU2357125470.USD","IE00B775SV38.USD","LU2039709279.SGD","IE00B3SWFQ91.USD","LU1868836914.USD","LU2326559502.SGD","SGXZ81514606.USD","BK1162","LU1821325948.USD","LU2491049909.HKD","SGXZ31699556.SGD","LU0323240290.USD","LU2272731865.HKD","SG9999014575.USD","LU2111349929.HKD","LU1917777945.USD","IE00BFSS8Q28.SGD","LU2089284900.SGD","LU0077335932.USD","HK0000532082.HKD","LU2433249047.HKD","IE00BHPRN162.USD","LU2347655073.USD","LU0823414478.USD","LU2125909916.SGD","LU1935042991.SGD","CHPX","BK4503","LU0823421333.USD","LU1935043023.USD","BK4554","LU1116320901.HKD","AIFD","LU2381873111.SGD","LU2413666426.HKD","SG9999015978.USD","LU0053666078.USD","LU2100268510.USD","TEK","LU0820562030.AUD","LU0234570918.USD","LU0354030438.USD","LU0724617625.USD","LU0943347566.SGD","LU1791710582.SGD","LU2237443465.HKD","LU2452424414.USD","LU0289960550.SGD","LU0964807845.USD","LU2125909247.SGD","LU0354030511.USD","LU1244550494.USD","LU1645745479.HKD","NVDU","2NVD.UK","LU2394011477.USD","LU0061474960.USD","LU2237443549.SGD","IE000W1ABFV2.USD","SG9999014906.USD","LU0011850046.USD","LU1989764748.USD","IE00BKDWB100.SGD","LU0323239441.USD","IE00BQXX3D17.EUR","LU2360107168.USD","LU0528227936.USD","LU2242650005.HKD","IE0034235303.USD","BK4532","LU1035773651.USD","LU2106854487.HKD","LU0080751232.USD","LU2430703178.SGD","USXF","LU0170899867.USD","LU2552382132.HKD","LU2505996509.AUD","LU0133085943.USD","LU0444973449.USD","LU0082616367.USD","NULC","LU2473716301.USD","LU0107464264.USD","LU0359202008.SGD","LU0316494557.USD","LU2089985449.USD","LU0210536198.USD","LU1951198990.SGD","00856","SG9999014567.USD","LU1548497426.USD","07709","LU2244417387.USD","IE00BDRTCR15.USD","LU1629891620.HKD","IE00B19Z8W00.USD","LU0320764599.SGD","IE0004086264.USD","IE00BWXC8680.SGD","GAMR","LU1084165304.USD","BK4585","IE00BMPRXQ63.HKD","IE00BYXW3230.USD","LU1571399168.USD","IE0005OL40V9.USD","LU1814569148.SGD","IE00B4YYXB79.USD","IE00B5949003.HKD","LU1699723380.USD","SKDD","LU1023057109.AUD","LU2417539215.USD","LU0266013472.USD","LU1242518931.SGD","LU1633808545.USD","IE00B1BXHZ80.USD",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澜起科技(06809)涨9.51%","url":"https://stock-news.laohu8.com/highlight/detail?id=2653638738","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653638738?lang=zh_cn&edition=fundamental","pubTime":"2026-07-22 11:00","pubTimestamp":1784689222,"startTime":"0","endTime":"0","summary":"金吾财讯 | 存储概念股持续走强，南方两倍做多海力士 涨11.00%，澜起科技涨9.51%，南方两倍做多三星电子涨9.13%，兆易创新涨2.69%，伟仕佳杰涨1.35%。隔晚海外存储巨头暴力反弹，闪迪，SK海力士ADR、西部数据、美光等均涨超10%。东吴证券表示，26H1存储收入同比增长53%、规模首次接近逻辑业务、公司预计全年存储收入仍增长约75%、主要受益于HBM、高端DDR及先进DRAM扩产。","market":"other","thumbnail":"https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1986475","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SKHY","LU1152091168.USD","LU0359201612.USD","LU0880133367.SGD","SKUU","LU1152091754.HKD","LU1960683339.HKD","LU1813983027.USD","688008","LU0052750758.USD","LU0708995583.HKD","LU0359201885.HKD","00856","LU1993786604.SGD","SKHX","07709","LU0067412154.USD","HYNX","LU0320764599.SGD","LU0359202008.SGD","SK","LU2039709279.SGD","07747","LU1008478684.HKD","BK1162","LU0072913022.USD","SKHZ","LU0501845795.SGD","LU0314109678.HKD","BK1163","LU1023057109.AUD","06809","603986","LU1807302812.USD","BK1586","LU1328277881.USD","SKDD","SKHU","03986"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653247086","title":"存储板块持续涨势 兆易创新(03986)涨3.94% 花旗指Kimi K3发布将意外推动内存需求增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2653247086","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653247086?lang=zh_cn&edition=fundamental","pubTime":"2026-07-21 09:47","pubTimestamp":1784598456,"startTime":"0","endTime":"0","summary":"消息面上，花旗发布报告称，Kimi K3发布将推动服务器DDR5和eSSD内存需求增长。花旗预计，由于AI代理带来的KV缓存需求增长和令牌生成量增加，Kimi K3的发布将驱动对服务器DDR5和企业级固态硬盘的需求。Kimi K3体现“杰文斯悖论”，效率提升反而增加资源消耗。类似于DeepSeek的影响，Kimi K3的发布被视为内存需求的积极催化剂。尽管Kimi K3在训练效率上表现出色，但其推理效率可能因扩大的KV缓存占用而与其他前沿模型相当甚至落后。","market":"us","thumbnail":"https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1986355","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1201861249.SGD","SKHY","06809","SKHU","LU1668664300.SGD","LU1366192091.USD","FTXO","LU2417539215.USD","LU0314109678.HKD","IE00BSNM7G36.USD","SKDD","BK1586","LU1244550494.USD","LU1506573853.SGD","00856","LU1993786604.SGD","LU0314106906.USD","LU1813983027.USD","LU0170899867.USD","LU0359202008.SGD","LU0477156953.USD","BK4504","LU0203345920.USD","BK4207","LU1152091754.HKD","SKUU","SKHZ","LU1023057109.AUD","LU1244550221.USD","C","LU0501845795.SGD","LU0320764599.SGD","BK4585","03986","LU0162691827.USD","SK","LU0052756011.USD","BK4588","LU2462157665.USD","07747","BK4559","LU0106831901.USD","LU0648001328.SGD","07709","LU1791807156.HKD","BK1162","HYNX","LU2360032135.SGD","LU0067412154.USD","LU2125154778.USD","SKHX","LU0320765646.SGD","LU1008478684.HKD","LU1152091168.USD","LU1960683339.HKD","LU0310800965.SGD","603986","LU1328277881.USD","LU0130517989.USD","LU1074936037.SGD","LU0359201612.USD","LU0098860793.USD","LU1267930227.SGD","LU0203347892.USD","LU2236285917.USD","LU0708995583.HKD","LU1244550577.SGD","LU0072913022.USD","LU2039709279.SGD","LU0880133367.SGD","LU0359201885.HKD","BK4534","LU0072461881.USD","BK1163","LU0052750758.USD","688008","LU2125154935.USD","LU1162221912.USD","LU0130102774.USD","IYF","LU0128525689.USD","LU0980610538.SGD","LU1807302812.USD","LU2456880835.USD","BK4566"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":4,"pageCount":1,"totalSize":80,"code":"91000000","status":"200"}]}}