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　　澜起科技（06809）今早一度涨近12%，截至发稿，股价上涨4.12%，现报465.20港元，成交额19.46亿港元。

　　东海证券指出，随着AI服务器渗透率提升与出货量增长，市场对高性能互连类芯片需求持续上升，澜起科技作为互连类芯片全球头部厂商，有望率先受益于产品子代迭代与需求增长。

　　财信证券也表示，公司有望充分受益于AI算力爆发驱动的数据中心基础设施升级与高速互连需求的结构性增长。看好公司在“运力”芯片赛道的绝对技术卡位、与产业巨头的深度绑定以及持续拓展的产品边界，预计随着AI服务器需求放量、DDR5渗透深化及PCIe/CXL新品上量，公司将继续保持领先优势，未来成长动能强劲。

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