金吾财讯 | 澜起科技(06809)午后股价发力走高，并接近月内高位，截至发稿，报222.00港元，涨幅7.34%，成交额4.35亿港元。对应A股澜起科技(688008)，最新报163.06元人民币，涨幅2.99%，成交额达82.89亿元人民币.消息面上，平安证券研究指，澜起科技是全球互连类芯片领先企业，产品持续更新迭代，市场竞争力强。考虑DDR5内存接口及模组配套芯片市场需求旺盛，以及AI趋势拉动运力芯片放量，公司业绩有望维持稳定增长。根据公司2025年报以及对行业的判断，该机构调整公司业绩预测，预计2026-2028年公司归母净利润分别为31.16亿元(前值为31.27亿元)、38.81亿元(前值为36.64亿元)、48.42亿元(新增)，对应2026年4月20日收盘价的PE分别为60.7X、48.7X、39.0X，公司技术水平先进，产品竞争力强，DDR5渗透以及AI产业趋势有望推动公司业绩稳定增长，维持对公司“推荐”评级。
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