瀾起科技盤中升逾8% 公司有望充分受益AI浪潮對高速存儲需求的拉動

新浪港股

05/05

熱點欄目自選股數據中心行情中心資金流向模擬交易

客戶端

　　瀾起科技（06809）盤中升逾8%，領跑存儲概念股，今早觸及294.60港元，創上市以來新高。截至發稿，股價上漲6.81%，現報288.80港元，成交額2.03億港元。

　　群益證券（香港）指出，受益於AI產業的需求拉動，1Q26公司新產品收入佔比持續提升帶動公司營收增長兩成，淨利潤增長六成，同時互聯類產品毛利率亦進一步提高，業績表現靚麗。展望未來，國內互聯網大廠如阿里、騰訊都已進入算力軍備競賽的關鍵時期，預計未來三年國內算力需求將實現跨越式增長。因此，DRAM行業迎來了新的發展契機。瀾起作為國內內存接口芯片的龍頭，將充分受益於AI浪潮對於高速存儲需求的拉動。

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責任編輯：盧昱君

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