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　　澜起科技（06809）盘中涨超8%，领跑存储概念股，今早触及294.60港元，创上市以来新高。截至发稿，股价上涨6.81%，现报288.80港元，成交额2.03亿港元。

　　群益证券（香港）指出，受益于AI产业的需求拉动，1Q26公司新产品收入占比持续提升带动公司营收增长两成，净利润增长六成，同时互联类产品毛利率亦进一步提高，业绩表现靓丽。展望未来，国内互联网大厂如阿里、腾讯都已进入算力军备竞赛的关键时期，预计未来三年国内算力需求将实现跨越式增长。因此，DRAM行业迎来了新的发展契机。澜起作为国内内存接口芯片的龙头，将充分受益于AI浪潮对于高速存储需求的拉动。

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