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港股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
上海復旦
43.020
-0.920
-2.09%
手動刷新
成交量：
184.84萬
成交額：
8,117.97萬
市值：
354.48億
市盈率：
153.64
高：
44.900
開：
44.500
低：
42.900
收：
43.940
52周最高：
57.000
52周最低：
22.181
股本：
8.24億
香港流通股本：
2.84億
量比：
0.39
換手率：
0.65%
股息：
0.09
股息率：
0.21%
每股收益(LYR):
0.280
淨資產收益率：
3.48%
總資產收益率：
3.55%
市淨率：
5.05
市盈率(LYR):
153.64
市銷率:
7.84
資料載入中...
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公司
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股价在上午10:44比前收市价下跌5.132%，现股价为港币$40.3。至目前为止，今日最高价为$42.3，而最低价为$40.3。总成交量为199.6万股，总成交金额为港币$8.203千万。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205152747204_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205152747204_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAD2603161712/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/AAD2603161712/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":["01385","LU2279858448.HKD","BK1614","BK1163","LU1171460220.USD"],"gpt_icon":0},{"id":"2619180981","title":"上海復旦(01385.HK)擬3月27日舉行董事會會議審批全年業績","url":"https://stock-news.laohu8.com/highlight/detail?id=2619180981","media":"中金财经","labels":["conferences"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619180981?lang=zh_tw&edition=fundamental","pubTime":"2026-03-13 21:57","pubTimestamp":1773410222,"startTime":"0","endTime":"0","summary":"格隆汇3月13日丨上海复旦(01385.HK)公告，董事会将于2026年3月27日举行会议，藉以考虑及批准公司及其附属公司截至2025年12月31日止年度之全年业绩公布之刊发及末期股息(如有)之建议，以及处理任何其他事项。","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":"http://sc.stock.cnfol.com/gushizhibo/20260313/32067816.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["01385","LU1171460220.USD","BK1614","LU2279858448.HKD","BK1163"],"gpt_icon":0},{"id":"2619160405","title":"2026智能卡產業：從規模擴張到價值重構","url":"https://stock-news.laohu8.com/highlight/detail?id=2619160405","media":"中研网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619160405?lang=zh_tw&edition=fundamental","pubTime":"2026-03-13 17:10","pubTimestamp":1773393038,"startTime":"0","endTime":"0","summary":"2025年全球智能卡市场规模预计突破两百亿美元，到2034年有望接近三百亿美元，年复合增长率保持在百分之六左右。2025年发卡量预计突破两亿张，投资可侧重与央行数字货币研究所合作的芯片设计企业。车联网V2X通信：支持C-V2X的智能卡市场规模将达一百五十亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026031317105597b0f501&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026031317105597b0f501&s=b","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":"tencent","symbols":["BK1163","BK1614","SFDMY","BK1607","BK1610","00981","002049","300689","01385","BK1526","688385"],"gpt_icon":0},{"id":"2619165229","title":"上海復旦(01385)出現大手賣出16萬股，成交價$42.68，涉資682.88萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2619165229","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619165229?lang=zh_tw&edition=fundamental","pubTime":"2026-03-13 14:18","pubTimestamp":1773382680,"startTime":"0","endTime":"0","summary":"[大手成交]上海复旦(01385)在下午02:18出现大手卖出，成交量为16万，成交价为港币$42.68，涉资682.88万。至目前为止，股价升0.329%，今日最高价为$43.28，而最低价为$41.02，总成交量为163.429万股，总成交金额港币$6.946千万。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145550051_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145550051_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2603135771/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/AAT2603135771/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1614","01385","LU2279858448.HKD","LU1171460220.USD","BK1163"],"gpt_icon":0},{"id":"2619166645","title":"每日沽空追蹤 | 上海復旦 03月12日沽空量成交33.5萬股，沽空比例為3.86%","url":"https://stock-news.laohu8.com/highlight/detail?id=2619166645","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619166645?lang=zh_tw&edition=fundamental","pubTime":"2026-03-12 16:30","pubTimestamp":1773304221,"startTime":"0","endTime":"0","summary":"上海复旦北京时间03月12日，跌3.8%，卖空量成交33.5万股，较上一交易日减少24.04%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312163247a4637345&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260312163247a4637345&s=b","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":"tencent","symbols":["BK1163","01385","BK1614","LU1171460220.USD","LU2279858448.HKD"],"gpt_icon":0},{"id":"1114654634","title":"港股異動｜芯片股走高，華虹半導體升逾6%，英諾賽科升逾4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114654634","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1114654634?lang=zh_tw&edition=fundamental","pubTime":"2026-03-12 09:48","pubTimestamp":1773280114,"startTime":"0","endTime":"0","summary":"澜起科技涨超3%，壁仞科技等涨超2%。","market":"hk","thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06809","02577","06082","01347","00981","01385"],"gpt_icon":0},{"id":"2618927650","title":"上海復旦03月11日遭主力拋售279.9萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2618927650","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618927650?lang=zh_tw&edition=fundamental","pubTime":"2026-03-11 16:15","pubTimestamp":1773216945,"startTime":"0","endTime":"0","summary":"03月11日, 上海复旦股价跌5.87%，报收44.22元，成交金额2.2亿元，换手率1.68%，振幅8.13%，量比1.38。上海复旦今日主力资金净流出279.9万元，上一交易日主力净流出613.7万元。该股近5个交易日下跌3.78%，主力资金累计净流出864.5万元，其中2个交易日为股价上涨时净流出；近20日主力资金累计净流出29.6万元，其中净流出天数为12日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311161908a6b7889b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311161908a6b7889b&s=b","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":"tencent","symbols":["BK1163","BK1614","LU2279858448.HKD","01385","LU1171460220.USD"],"gpt_icon":0},{"id":"2618767388","title":"港股是否有「小龍蝦」（OpenClaw）概念股？｜港股覆盤","url":"https://stock-news.laohu8.com/highlight/detail?id=2618767388","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618767388?lang=zh_tw&edition=fundamental","pubTime":"2026-03-09 18:35","pubTimestamp":1773052506,"startTime":"0","endTime":"0","summary":"与此同时，受“OpenClaw”概念驱动，软件服务与算力基础设施板块逆势走强。数据显示，OpenClaw因GitHub星标数突破24.8万、超越Linux登顶开源项目榜首，引发资本市场对AI Agent商业化落地的强烈预期。报道称，这是美以对伊朗发起军事行动以来“首次出现重大分歧”。openclaw方面，深圳市龙岗区于3月8日发布《支持OpenClaw&OPC发展的若干措施》，提出打造“龙虾服务区”、补贴关键代码贡献企业、奖励深度应用项目等“龙虾十条”政策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309183648a6b23001&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260309183648a6b23001&s=b","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":"tencent","symbols":["BK1163","00100","BK1117","BK1614","LU2279858448.HKD","03317","LU0314109678.HKD","LU1328277881.USD","BK1155","LU0359201612.USD","01385","LU2039709279.SGD","03896","LU0359202008.SGD","LU1813983027.USD","LU1023057109.AUD","LU0359201885.HKD","LU1171460220.USD"],"gpt_icon":1},{"id":"2618969464","title":"港股概念追蹤 | 2026首屆上海商業航天大會舉辦在即 行業進入發展黃金期(附概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2618969464","media":"智通财经","labels":["conferences"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618969464?lang=zh_tw&edition=fundamental","pubTime":"2026-03-09 07:09","pubTimestamp":1773011345,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，2026首届上海商业航天大会暨展览会将于3月12日至3月14日在上海举办，展会将集中展示商业运载火箭与发射服务、卫星技术与应用、地面设备与控制、空间应用及配套服务。我国商业航天产业已驶入快车道。公报显示，2025年全年完成92次宇航发射，其中商业航天发射达50次，占比超过一半，商业航天已成为推动中国航天发射增长的重要力量。","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://www.zhitongcaijing.com/content/detail/1411351.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["518880","GLDM","VXUS","GLL","SGOL","UFO","02208","BK1526","SGCmain","LU0054450605.USD","BK1614","LU2242644610.SGD","01385","BK1183","VT","BK1163","QOmain","01045","GDXJ","NUGT","SG9999004220.SGD","BK1546","MGCmain","LU1171460220.USD","LU0449509016.USD","BK1513","BK4585","1OZmain","LU0214875030.USD","BK4504","DUST","XME","BK1522","SGUmain","LU2279858448.HKD","DGP","PALL","02865","GCmain","BK4564","159934","BK1205","03899","BK1594","159831"],"gpt_icon":1},{"id":"2617142529","title":"每日沽空追蹤 | 上海復旦 03月05日沽空量成交24.9萬股，沽空比例為7.62%","url":"https://stock-news.laohu8.com/highlight/detail?id=2617142529","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617142529?lang=zh_tw&edition=fundamental","pubTime":"2026-03-05 16:30","pubTimestamp":1772699422,"startTime":"0","endTime":"0","summary":"上海复旦北京时间03月05日，涨1.26%，卖空量成交24.9万股，较上一交易日减少39.56%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305163245a44ef69d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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上海复旦股价涨1.26%，报收46.62元，成交金额1.5亿元，换手率1.15%，振幅7.12%，量比0.60。上海复旦今日主力资金净流入271.2万元，上一交易日主力净流出195.4万元。该股近5个交易日下跌4.00%，主力资金累计净流出1110.1万元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流出1546.9万元，其中净流出天数为12日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305162208a44eeae8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:33","pubTimestamp":1772519586,"startTime":"0","endTime":"0","summary":"热门的芯片股台积电、三星和海力士也面临重估风险。周二，SK海力士、三星电子股价跌幅扩大至近10%。值得注意的是，SK海力士150亿美金追投，打响全球存储扩产第一枪。开源证券认为，受AI需求增长及洁净室空间受限影响，存储芯片正全面进入“卖方市场”。为应对当前供应瓶颈，以及抢跑AI驱动下新一轮需求高点，主动扩产或已成为头部厂商的必然选择，海力士大规模追投将成为全球存储扩产的明确信号。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f2ad8ce8ee35fff702d89d7ebc7ffce5","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1409380.html","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":"stock_zhitongcaijing","symbols":["LU0359202008.SGD","BK1614","LU0348767384.USD","BK1163","LU0320764599.SGD","LU1171460220.USD","BK4585","LU0274383008.USD","688385","LU0359201612.USD","00522","BK1169","LU0417516902.SGD","SG9999006597.SGD","LU0052750758.USD","LU1282649141.HKD","LU0314109678.HKD","IE0034224299.USD","LU1328277881.USD","LU2039709279.SGD","BK1526","ASMVY","LU0348783233.USD","LU1023057109.AUD","LU1282649067.USD","LU0417516571.SGD","LU0348784397.USD","688981","BK4588","LU0384037296.USD","688347","LU0488056044.USD","LU0648948544.HKD","BK1589","BK1607","LU0348766576.USD","LU1813983027.USD","01385","01347","LU0227179875.USD","LU0708995583.HKD","603986","LU1282649810.SGD","03986","LU0348825331.USD","SFDMY","LU0359201885.HKD","00981","BK4535","BK1610"],"gpt_icon":1},{"id":"2616335889","title":"每日沽空追蹤 | 上海復旦 03月02日沽空量成交25.9萬股，沽空比例為3.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616335889","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616335889?lang=zh_tw&edition=fundamental","pubTime":"2026-03-02 16:30","pubTimestamp":1772440223,"startTime":"0","endTime":"0","summary":"上海复旦北京时间03月02日，涨5.16%，卖空量成交25.9万股，较上一交易日减少40.46%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302163306a4414edb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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15:52","pubTimestamp":1772437968,"startTime":"0","endTime":"0","summary":"2026年03月02日临近收盘15时52分，上海复旦股票出现波动，股价急速拉升5.05%。截至发稿，该股报51.750港元/股，成交量838.32万股，换手率2.95%，振幅7.21%。上海复旦股票所在的半导体行业中，整体跌幅为7.79%。其相关个股中，上海复旦、芯智控股、顺泰控股涨幅较大，振幅较大的相关个股有天数智芯、硬蛋创新、澜起科技，振幅分别为20.65%、20.32%、10.04%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030215524895429274&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:18","pubTimestamp":1772183895,"startTime":"0","endTime":"0","summary":"银叶投资向本刊表示，综合行业增长速度、赛道景气弹性与上市公司市值结构，其优先关注AI芯片赛道。与中微半导业绩增长不同，复旦微电2025年业绩出现大幅下滑。复旦微电在业绩快报中指出，业绩下滑主要系研发费用及资产减值损失增加，其他收益减少导致。市场关注产品涨价芯片行业毛利有望提升自2025年第三季度起，全球存储市场迎来涨价行情，目前这一涨价趋势已蔓延至整个半导体产业链。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227172107a72627e3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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存儲芯片漲價潮愈演愈烈，行業全面進入賣方市場(附概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2613972755","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613972755?lang=zh_tw&edition=fundamental","pubTime":"2026-02-24 07:05","pubTimestamp":1771887922,"startTime":"0","endTime":"0","summary":"SK海力士在电话会上释放强烈信号：存储行业已全面进入卖方市场。受AI真实需求驱动及洁净室空间受限影响，今年存储价格将持续上涨。鉴于目前的生产计划，很难在2026年对HBM和标准型DRAM的产线进行有意义的调整。盛宝市场首席投资策略师Charu Chanana表示，这表明AI存储芯片市场供应依然紧张，三星在高端芯片市场重新获得了定价话语权。兴业证券称，整体来看，2026年存储行业难以形成规模化有效供给。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1406428.html","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":"stock_zhitongcaijing","symbols":["BK4588","IE0034224299.USD","BK4585","BK1607","01385","BK1614","BK1163","00981","LU1171460220.USD","09347","BK1526","SG9999006597.SGD","LU0052750758.USD","688981","01347","688347","BK1610","07747","07709","LU0320764599.SGD","LU0708995583.HKD","BK1589","688385"],"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":200,"code":"91000000","status":"200"}]}}