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芯碁微装

340.000

+7.6002.29%

成交量：54.97万

成交额：1.84亿

市值：498.12亿

市盈率：138.25

高：348.000

开：327.000

低：314.000

收：332.400

52周最高：555.000

52周最低：228.000

股本：1.47亿

香港流通股本：1,476.44万

量比：0.83

换手率：3.72%

股息：- -

股息率：- -

每股收益(LYR):2.459

净资产收益率：15.28%

总资产收益率：7.80%

市净率：17.65

市盈率(LYR):138.25

市销率: 25.41

数据加载中...

总览公司新闻资讯公告

财报前瞻｜芯碁微装本季度营收一致预期缺失，机构多数看多

异动解读｜芯碁微装盘中下跌5.23%，港股大盘重挫余波延续叠加财报前观望情绪浓厚

芯碁微装(09630)股价下跌8.136%，现价港币$341.0

阿斯达克财经

异动解读｜芯碁微装盘中下跌3.66%，半导体设备板块整体承压叠加财报前观望情绪浓厚

异动解读｜芯碁微装盘中下跌3.32%，半导体设备板块偏弱叠加短期获利回吐压力延续

异动解读｜芯碁微装盘中上涨4.34%，前日急跌后技术性反弹叠加AI PCB景气逻辑延续

港股AI概念走强，工信部提出攻关智能芯片、探索世界模型等前沿技术

异动解读｜芯碁微装盘中下跌5.67%，半导体设备板块整体走弱叠加中期业绩预期不明朗

芯碁微装午后涨逾8% AI PCB扩产提速带动上游LDI需求增长

港股异动 | 芯碁微装(09630.HK)涨超5% AI PCB扩产提速带动上游LDI需求增长

异动解读｜芯碁微装盘中上涨3.44%，中期业绩审议在即叠加AI PCB景气预期持续升温

港股全日强势恒生指数收涨1.34% 东方海外国际（00316）升7.29%

异动解读｜芯碁微装盘中上涨9.81%，中期业绩审议在即叠加AI PCB景气预期持续升温

芯碁微装(09630)股价上升8.056%，现价港币$356.8

阿斯达克财经

芯碁微装（09630）定于8月26日召开董事会审议2026年中期业绩

PCB概念多股走高芯碁微装（09630）领涨11.69% 高盛料27年全球AI PCB市场超375亿美元

异动解读｜芯碁微装盘中上涨6.2%，连跌三日后技术性反弹叠加半导体设备板块回暖

异动解读｜芯碁微装盘中下跌3.44%，周涨逾31%后获利回吐延续叠加半导体设备板块持续走弱

异动解读｜芯碁微装盘中下跌3.42%，周涨逾31%后获利回吐叠加半导体设备板块走弱

港股异动 | PCB概念股继续反弹高盛大幅上调AI服务器PCB和CCL预测

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股价在上午10:59比前收市价下跌8.136%，现股价为港币$341.0。至目前为止，今日最高价为$375.0，而最低价为$341.0。总成交量为23.685万股，总成交金额为港币$8.397千万。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205152745608_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205152745608_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAD2608243781/aamm-all-category","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/aamm-content/AAD2608243781/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["09630","BK1169","688630","SG9999002463.SGD","BK0251"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159454850","title":"异动解读｜芯碁微装盘中下跌3.66%，半导体设备板块整体承压叠加财报前观望情绪浓厚","url":"https://stock-news.laohu8.com/highlight/detail?id=1159454850","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159454850?lang=zh_cn&edition=fundamental","pubTime":"2026-08-24 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PCB景气逻辑延续","url":"https://stock-news.laohu8.com/highlight/detail?id=1114937069","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1114937069?lang=zh_cn&edition=fundamental","pubTime":"2026-08-20 09:47","pubTimestamp":1787190437,"startTime":"0","endTime":"0","summary":"8月20日，芯碁微装盘中上涨4.34%，报399.0港元/股，成交额3656.19万港元。今日反弹或与市场消化前日跌幅有关，同时AI PCB扩产逻辑持续支撑基本面预期。高盛近期将全球AI PCB市场规模预测上调35%至135.6亿美元，预计到2027年达375.29亿美元。多家券商上调公司盈利预测，预计2026至2028年归母净利润分别为5.16至5.92亿元、7.99至8.74亿元、10.36至11.47亿元。此外，公司董事会定于8月26日审议中期业绩，市场对业绩兑现存在期待。","market":"hk","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":"芯碁微装盘中上涨4.34%，前日急跌后技术性反弹叠加AI PCB景气逻辑延续","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09630"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660472620","title":"港股AI概念走强，工信部提出攻关智能芯片、探索世界模型等前沿技术","url":"https://stock-news.laohu8.com/highlight/detail?id=2660472620","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660472620?lang=zh_cn&edition=fundamental","pubTime":"2026-08-20 09:25","pubTimestamp":1787189100,"startTime":"0","endTime":"0","summary":"（来源：财闻）中国人工智能产业发展联盟第十八次全会8月18日在北京召开。8月20日，截至发稿，英硅智能（03696.HK）涨6.54%，MINIMAX-W（00100.HK）涨3.69%，芯碁微装（09630.HK）涨3.28%。消息面上，中国人工智能产业发展联盟第十八次全会8月18日在北京召开。工业和信息化部科技司副司长甘小斌在致辞中指出，要以技术攻关为驱动，加快智能芯片等关键核心技术攻关，探索类脑智能、世界模型、物理模型等前沿技术。","market":"other","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":"https://finance.sina.com.cn/jjxw/2026-08-20/doc-ininxkrz8937694.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":"sina","symbols":["BK1117","688630","BK1141","00100","BK1169","03696","09630","SG9999002463.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1183536714","title":"异动解读｜芯碁微装盘中下跌5.67%，半导体设备板块整体走弱叠加中期业绩预期不明朗","url":"https://stock-news.laohu8.com/highlight/detail?id=1183536714","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1183536714?lang=zh_cn&edition=fundamental","pubTime":"2026-08-19 09:40","pubTimestamp":1787103617,"startTime":"0","endTime":"0","summary":"8月19日，芯碁微装盘中下跌5.67%，报386.6港元/股，成交额1507万港元。消息面上，半导体设备板块今日普遍承压，ASMPT跌3.9%、福莱特玻璃跌3.01%、协鑫科技跌2.68%，行业整体走弱。公司定于8月26日审议中期业绩，但市场针对本季度营收、净利润等核心指标的量化一致预期尚未形成，业绩兑现存在不确定性。此外，公司港股股价近两周从约254港元快速攀升至超400港元，短期累积涨幅显著，获利回吐压力加大。（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。）","market":"hk","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":"芯碁微装盘中下跌5.67%，半导体设备板块整体走弱叠加中期业绩预期不明朗","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09630"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660452111","title":"芯碁微装午后涨逾8% AI PCB扩产提速带动上游LDI需求增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2660452111","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660452111?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 14:25","pubTimestamp":1787034300,"startTime":"0","endTime":"0","summary":"热点栏目自选股\n数据中心\n行情中心\n资金流向\n模拟交易客户端芯碁微装（09630）午后涨逾8%，截至发稿，股价上涨7.83%，现报407.60港元，成交额3.46亿港元。AI硬件升级驱动PCB性能要求提升，mSAP工艺应用边界持续拓宽，迎来扩产放量。公开资料显示，芯碁微装作为PCB直写光刻龙头，MAS6P系列LDI设备解析能力达6/6μm，生产效率领先国际同类产品。国盛证券指出，AI PCB扩产提速带动上游LDI需求增长，叠加先进封装业务放量在即，该行上调公司盈利预测，预计公司2026-2028年归母净利润分别为5.16/8.74/11.47亿元，同增78%/69%/31%。","market":"us","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":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-08-18/doc-ininthzy0159277.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["AIPO","ARTY","09630","BK4195","BK4211","QTOC","CHAT","LDI","BK0251","VTHR","BK4229","PCB","SG9999002463.SGD","688630","AGIX","BK1169"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660645440","title":"港股异动 | 芯碁微装(09630.HK)涨超5% AI PCB扩产提速带动上游LDI需求增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2660645440","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660645440?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 13:50","pubTimestamp":1787032226,"startTime":"0","endTime":"0","summary":null,"market":"hk","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":"https://www.zhitongcaijing.com/immediately.html?type=ganggu","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":"live_zhitongcaijing","symbols":["BK1169","SG9999002463.SGD","09630"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1181957106","title":"异动解读｜芯碁微装盘中上涨3.44%，中期业绩审议在即叠加AI PCB景气预期持续升温","url":"https://stock-news.laohu8.com/highlight/detail?id=1181957106","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1181957106?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 09:30","pubTimestamp":1787016648,"startTime":"0","endTime":"0","summary":"8月18日，芯碁微装盘中上涨3.44%，报386.4港元/股，成交额464.64万港元。消息面上，公司董事会定于8月26日召开会议，审议截至6月30日止六个月的中期业绩并考虑派发中期股息，市场对业绩兑现存在期待。行业层面，高盛近期将全球AI PCB市场规模预测上调35%至135.6亿美元，预计到2027年将达375.29亿美元，AI PCB综合平均售价持续攀升。公司作为PCB直接成像设备核心供应商，直接受益于下游量价齐升逻辑。（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。）","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":"芯碁微装盘中上涨3.44%，中期业绩审议在即叠加AI PCB景气预期持续升温","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09630"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660748367","title":"港股全日强势 恒生指数收涨1.34% 东方海外国际（00316）升7.29%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660748367","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660748367?lang=zh_cn&edition=fundamental","pubTime":"2026-08-17 16:29","pubTimestamp":1786955376,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股全日强势，三大指数涨幅均超1%，截至收盘，恒生指数涨1.34%，国企指数涨1.19%，恒生科技指数涨1.58%。东方海外国际涨7.29%，中芯国际涨6.14%，老铺黄金涨5.16%，吉利汽车涨4.77%，中国铝业涨4.58%。名创优品收跌7.43%。交银国际表示，港股7月显著反弹，在经历了6月份的调整后大幅上行，恒生指数7月上涨13.1%，恒生科技指数上涨8%。港股仍将受益于中国盈利修复和较低估值，恒生指数及恒生科技指数或均具备进一步上行基础。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/YWY0NWM4YTUxZGFlZmZjNmE5MDYxNjI4NjU1Mjc3NzM1Mzg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YWY0NWM4YTUxZGFlZmZjNmE5MDYxNjI4NjU1Mjc3NzM1Mzg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988468","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":["LU1046422090.SGD","LU0320764755.SGD","LU0791591158.USD","BK1607","HSI","TCHI","HK0000306701.USD","LU0052756011.USD","00316","513600","VXUS","03115","80992","83115","HK0000306685.HKD","HK0000320223.HKD","LU0128525689.USD","LU0543330483.HKD","KCAI","02833","LU0048580855.USD","07200","MHImain","HK0000320264.USD","LU0572940350.SGD","LU0572939691.SGD","HSImain","IE0003895053.USD","00992","07500","03419","SEA","09115","82800","BK4585","07300","LU1235295612.USD","02800","IE0034224299.USD","LU0029875118.USD","LNVGY","03037","BK1526","BOAT","BK1103","LU0672654166.SGD","MCHmain","159271","HHImain","09630"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1101433254","title":"异动解读｜芯碁微装盘中上涨9.81%，中期业绩审议在即叠加AI PCB景气预期持续升温","url":"https://stock-news.laohu8.com/highlight/detail?id=1101433254","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1101433254?lang=zh_cn&edition=fundamental","pubTime":"2026-08-17 11:03","pubTimestamp":1786935801,"startTime":"0","endTime":"0","summary":"8月17日，芯碁微装盘中上涨9.81%，报362.8港元/股，成交额1.1亿港元。消息面上，公司董事会定于8月26日召开会议，审议截至6月30日止六个月的中期业绩并考虑派发中期股息，市场对业绩兑现存在期待。行业层面，高盛近期将全球AI PCB市场规模预测上调35%至135.6亿美元，预计到2027年将达375.29亿美元，其中ASIC服务器PCB预测上调60%，AI PCB综合平均售价持续攀升。公司作为PCB直接成像设备核心供应商，直接受益于下游量价齐升逻辑。","market":"hk","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":"芯碁微装盘中上涨9.81%，中期业绩审议在即叠加AI PCB景气预期持续升温","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09630"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660109724","title":"芯碁微装(09630)股价上升8.056%，现价港币$356.8","url":"https://stock-news.laohu8.com/highlight/detail?id=2660109724","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660109724?lang=zh_cn&edition=fundamental","pubTime":"2026-08-17 10:35","pubTimestamp":1786934100,"startTime":"0","endTime":"0","summary":"[上升股]芯碁微装(09630) 股价在上午10:35比前收市价上升8.056%，现股价为港币$356.8。至目前为止，今日最高价为$356.8，而最低价为$330.0。总成交量为24.29万股，总成交金额为港币$8.394千万。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180112133338093_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180112133338093_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2608173155/aamm-all-category","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/aamm-content/AAR2608173155/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK0251","SG9999002463.SGD","BK1169","09630","688630"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1135216990","title":"芯碁微装（09630）定于8月26日召开董事会审议2026年中期业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=1135216990","media":"公告速递","labels":["conferences","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1135216990?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 16:51","pubTimestamp":1786697472,"startTime":"0","endTime":"0","summary":"芯碁微装（09630）8月14日公告称，董事会已排期于2026年8月26日（星期三）召开会议，议程包括审议并批准集团截至2026年6月30日止六个月的中期业绩及其发布，并考虑派发中期股息（如有）。\n公告显示，董事会成员目前包括：执行董事程卓女士、方林先生、魏永珍女士；非执行董事赵凌云先生、周驰军先生、刘锋先生；独立非执行董事周亚娜女士、钟琪先生、王乐得先生。","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":"conferences,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09630"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659218290","title":"PCB概念多股走高 芯碁微装（09630）领涨11.69% 高盛料27年全球AI PCB市场超375亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2659218290","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659218290?lang=zh_cn&edition=fundamental","pubTime":"2026-08-13 10:09","pubTimestamp":1786586949,"startTime":"0","endTime":"0","summary":"消息面上，高盛将2026年全球AI PCB市场规模预测上调35%至135.6亿美元，其中GPU服务器PCB预测仅上调5%至47.28亿美元，ASIC服务器PCB则上调60%至88.32亿美元。到2027年，全球AI PCB市场预计达到375.29亿美元，其中GPU和ASIC服务器PCB规模分别为188.03亿美元和187.26亿美元。相较此前预测，二者分别上调18%和67%。该行预计，AI PCB综合平均售价从2025年的每平方米5,833美元，升至2026年的10,258美元、2027年的14,405美元和2028年的18,549美元。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/OWU0MGRiNDM1NDA5NTM4MzU5OQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/OWU0MGRiNDM1NDA5NTM4MzU5OQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988090","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":["LU1868836914.USD","MCHS","LU0048573561.USD","IE00B19Z3B42.SGD","LU0588546209.SGD","09630","LU1894683264.USD","HK0000352382.USD","03200","BK4533","LU2187417386.USD","LU2265009873.SGD","LU0106831901.USD","LU0314109678.HKD","HK0000352291.HKD","BK4588","01888","02476","00148","ARTY","VTHR","LU1868836757.USD","BK4211","688630","LU1868837136.USD","AIPO","AGIX","QTOC","LU2471134952.CNY","01989","LU0742534661.SGD","BK4127","LU0868494617.USD","PCB","01377","LU2471134796.USD","LU0274383008.USD","CHAT","LU1804176565.USD","FPA","GSX","LU1868836591.USD","LU2237443895.HKD","LU0149721374.USD","SG9999004220.SGD","LU0345770993.USD","LU2237443465.HKD","IE0002270589.USD","LU2351347302.SGD","BK1506"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1144863720","title":"异动解读｜芯碁微装盘中上涨6.2%，连跌三日后技术性反弹叠加半导体设备板块回暖","url":"https://stock-news.laohu8.com/highlight/detail?id=1144863720","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1144863720?lang=zh_cn&edition=fundamental","pubTime":"2026-08-13 09:34","pubTimestamp":1786584846,"startTime":"0","endTime":"0","summary":"8月13日，芯碁微装盘中上涨6.2%，报362.4港元/股，成交额2099.19万港元。该股此前连续三个交易日回调，自阶段高点累计跌幅显著，短期超卖后获利盘抛压趋缓，技术性反弹需求释放。板块层面，半导体设备板块今日企稳回暖，同业ASMPT涨1.77%，扭转前两日持续走弱态势。此外，该股A股近日持续获主力资金净流入，叠加多家机构维持买入评级，市场对AI算力驱动下PCB设备高景气及先进封装业务拓展的中长期逻辑仍有较强共识。（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。）","market":"hk","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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09630"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1120074873","title":"异动解读｜芯碁微装盘中下跌3.44%，周涨逾31%后获利回吐延续叠加半导体设备板块持续走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=1120074873","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1120074873?lang=zh_cn&edition=fundamental","pubTime":"2026-08-11 10:07","pubTimestamp":1786414038,"startTime":"0","endTime":"0","summary":"8月11日，芯碁微装盘中下跌3.44%，报347.8港元/股，成交额2611.61万港元。该股此前一周累计涨幅达31.29%，短期获利盘兑现意愿持续增强，连续两日出现回调。板块层面，半导体设备股持续表现偏弱，同业ASMPT跌0.92%。公司此前因悉数行使超额配股权发行192.58万股H股，股本扩张亦对短期股价形成稀释效应。","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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09630"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187292102","title":"异动解读｜芯碁微装盘中下跌3.42%，周涨逾31%后获利回吐叠加半导体设备板块走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=1187292102","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187292102?lang=zh_cn&edition=fundamental","pubTime":"2026-08-10 10:49","pubTimestamp":1786330169,"startTime":"0","endTime":"0","summary":"8月10日，芯碁微装盘中下跌3.42%，报355.8港元/股，成交额7017.67万港元。该股上周累计涨幅达31.29%，短期获利盘兑现意愿增强。板块层面，半导体设备股今日表现偏弱，同业ASMPT跌1.24%。此外，挪威主权基金Norges Bank此前减持公司H股11.31万股，每股作价约303.91港元，减持后持股比例降至8.61%，叠加此前公司A股出现折价26.21%的大宗交易，机构端抛压仍构成一定压力。（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。）","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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["09630"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657660596","title":"港股异动 | PCB概念股继续反弹 高盛大幅上调AI服务器PCB和CCL预测","url":"https://stock-news.laohu8.com/highlight/detail?id=2657660596","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657660596?lang=zh_cn&edition=fundamental","pubTime":"2026-08-07 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