智通财经APP获悉，澜起科技(06809)涨近3%，截至发稿，涨1.9%，报198.4港元，成交额1.95亿港元。
消息面上，近日，在英伟达GTC 2026大会上，美光科技正式确认为英伟达下一代Vera Rubin AI平台量产高性能HBM4显存。值得市场高度关注的是，美光管理层在现场明确表示，公司2026年全年的HBM产能已经基本售罄，且绝大部分订单已签署具有法律约束力的长期采购协议。
高盛最新研报指出，预期澜起科技成长将受云端运算及AI基础设施对先进记忆体互联技术日益增长的需求所推动。在需求不断成长与产品快速扩张的带动下，该行预期公司营收在2025年至2032年间将以35%的年复合成长率增长。高盛认为，澜起科技凭借其领先的市场地位、与记忆体厂商的长期合作关系以及自有知识产权，随着其在AI时代致力于开拓更广泛的互联芯片市场，应能提供长期的技术优势。
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