港股詳情

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新IT概念

2,327.167

-6.807-0.29%

漲家數：4

跌家數：9

平家數：2

市盈率：- -

高：2,338.148

開：2,333.329

低：2,271.595

收：2,333.974

成交量：3.56億

成交額：114.83億

市值：2.36萬億

流通市值：1.87萬億

資料載入中...

中芯國際(00981)出現大手賣出8.45萬股，成交價$67.9，涉資573.755萬

阿斯达克财经

小米龍甲電池破局：多重冗餘護航電池安全開創全鏈路產業協同新模式

港股異動 | 華虹宏力(01347.HK)盤中升逾5% 今日起正式染藍韜定律有望帶動先進製程晶圓需求

分析：中國存儲由 CXMT、YMTC、XMC 三家分工

中國AI大模型調用量連續十九周領跑：按月增長379% 騰訊Hy4preview登頂！小米MiMo-V2.5跌出排行榜

每日经济新闻

港股半導體股震盪上升，天利控股、天岳先進、華虹宏力、基本半導體均升逾4%，ASMPT升逾3%。

聯想集團(00992.HK)推Lenovo Yoga Pro 9n手提電腦搭載英偉達芯片運行千億參數級大模型

阿斯达克财经

光通信板塊盤初走強劍橋科技（06166）漲逾15% 機構指超高速光模塊快速放量

小米集團－Ｗ(01810)出現大手賣出39.3萬股，成交價$27.2，涉資1.069千萬

阿斯达克财经

《港股》恒指高開2點百度漲1.8% 藍籌新貴華虹宏力升近2%

阿斯达克财经

小米手環 11 首銷：首發澎湃 OS 4 系統、至高 21 天續航，289 元起

雷軍：增程汽車大有可為，理想等同行也不斷證明用户願意為優秀增程汽車買單

鞭牛士Bianews

小米澎程新車官宣全系搭載澎湃智能座艙，支持超級小愛語音交互、一句話完成場景切換等

聯想集團攜手英偉達，將千億參數大模型裝進筆記本

小米發布結構化數據大模型Xiaomi-TabLDM

阿斯达克财经

小米首次參展IFA背後：汽車、大家電已敲定出海計劃為何先去歐洲？

每日经济新闻

小米對龍甲電池的「全鏈路負責」，到底有多「全」？

華虹宏力：公司將於2026年9月23日召開2026年第二次臨時股東會

证券日报网

資金動向 | 北水拋售港股100.21億港元，減持騰訊、中芯國際

圖解丨南下資金淨賣出港股100億港元，大肆減持騰訊

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三家分工","url":"https://stock-news.laohu8.com/highlight/detail?id=2665395163","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665395163?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 10:27","pubTimestamp":1788748039,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，研究人士 Schulz_Research 发文称，中国存储推进已不再是单一公司故事，而是三家分工：CXMT 负责 DRAM 晶圆，YMTC 负责 NAND 并在最新工厂加入 DRAM，YMTC 控制的代工厂 XMC 负责堆叠二者产品。该分工对应北京自去年 12 月下旬起的规则，即新工厂获批须采购标书显示至少一半设备国产，仅在无国产选项时给予豁免。YMTC 武汉三期是首个通过该规则的先进存储项目，将于今年晚些时候投产。CXMT 运营三座 300mm DRAM 工厂，各约每月 10 万片晶圆；模型显示其 2026 年底达 35 万片，若所有已宣布项目完工总量将超 60 万片。YMTC 武汉前两座工厂合计 20 万片，三期 2027 年达 5 万片、满产 10 万片，另拟再建两座同等规模工厂。XMC 两座 12 英寸工厂各约 3 万片，另有 HBM 封装线约每月 3000 片。中国供应全球约 10% DRAM 比特，YMTC 二季度占 NAND 比特出货 14%，中国消费全球存储约 30%。CXMT 已量产 DDR5 与 LPDDR5，计划今年启动 HBM3 量产并已向国内 AI 硬件开发商送样。XMC 用两年时间基于混合键合与 YMTC 堆叠 IP 建设 HBM 封装，仍在推进 TSV 工艺。 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涨15.05%，海光芯正涨12.38%，中际旭创涨7.46%，汇聚科技涨3.66%，长飞光纤光缆涨3.32%，鸿腾精密涨2.73%，华虹宏力涨2.64%，曦智科技-P涨2.11%，蓝思科技涨1.93%。爱建证券研报指，AI主导全球光模块市场发展，超高速光模块快速放量。利润集中于头部光模块厂商，关键在于技术优势和海外客户导入。","market":"fut","thumbnail":"https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/MDgxZGVmMDU5NGQxM2FkZGQzODVkYTY4OWM4NjkxNzk5NzY4NzQ2MDU0.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990805","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0307460666.USD","BK1240","LU1719994722.HKD","SG9999006597.SGD","603083","BK1523","LU0588546209.SGD","LU1770034418.SGD","601869","LU0314109678.HKD","06088","LU1171460220.USD","LU1255011170.USD","LU0348767384.USD","LU1251922891.USD","TCHI","01879","01729","BK1170","LU0052750758.USD","LU2039709279.SGD","LU2279858448.HKD","LU1303224171.USD","BK1122","LU0708995583.HKD","BK1506","BK1537","03308","BK1589","688347","LU0348766576.USD","BK1508","300433","06869","BK1149","IE0034224299.USD","LU1655091616.SGD","BK1607","BK1533","BK1163","BK1147","LU1328277881.USD","06613","LU0320764599.SGD","LU1206782309.USD","LU1813983027.USD","06166","300308","01347","BK1614","01191","BK1116","BK1249","SG9999001069.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665393245","title":"小米集團－Ｗ(01810)出現大手賣出39.3萬股，成交價$27.2，涉資1.069千萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2665393245","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665393245?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 09:45","pubTimestamp":1788745500,"startTime":"0","endTime":"0","summary":"[大手成交]小米集团－Ｗ(01810)在上午09:45出现大手卖出，成交量为39.3万，成交价为港币$27.2，涉资1.069千万。至目前为止，股价跌4.29%，今日最高价为$28.4，而最低价为$27.12，总成交量为5.348千万股，总成交金额港币$14.774亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180815142908460_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180815142908460_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2609072503/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/AAT2609072503/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU1188198961.HKD","LU0797268264.HKD","LU0605514214.HKD","BK1575","LU0441854154.USD","LU0327786744.USD","LU0254981946.USD","LU0823413660.USD","LU1808992512.USD","LU0039217434.USD","LU0052750758.USD","LU0164880469.USD","LU0463099449.HKD","IE0032431581.USD","DRGN","LU0918141705.HKD","LU0675040207.SGD","LU1961090484.USD","LU0359201885.HKD","LU0456846285.SGD","LU2476274720.SGD","LU0214875030.USD","IE00B3M56506.USD","LU0211977185.USD","BK1521","81810","BK1618","LU0149721374.USD","LU0348825331.USD","SG9999002463.SGD","LU2152927971.USD","LU1880383440.USD","LU0359201612.USD","BK1502","LU0210526637.USD","LU0345775950.USD","LU1282648689.USD","LU2097828714.EUR","LU0143863198.USD","LU0823426480.USD","LU0084288322.USD","LU0588546209.SGD","LU0700851271.USD","LU0531971595.HKD","LU1323998911.USD","BK1193","LU0051755006.USD","LU0531970944.HKD","LU0823397103.USD","LU0169518387.USD","HXXD.SI","LU0326950275.SGD","LU0348816934.USD","LU2476274308.USD","LU0456827905.SGD","LU0650527681.SGD","LU2257852520.SGD","LU0164872284.USD","LU1105468828.SGD","LU1981816686.USD","LU2097828557.USD","LU2399975544.HKD","LU0235996351.USD","LU1719994722.HKD","LU0164865239.USD","LU1481107354.HKD","LU0593848301.USD","LU2087589342.USD","LU0054450605.USD","LU1868837565.USD","XIACY","LU1251922891.USD","LU2039709279.SGD","HK0000286598.CNH","LU1956131251.USD","LU0540923850.HKD","LU1023057109.AUD","LU0871576103.HKD","BK1589","LU0348827113.USD","LU1794554557.SGD","LU2226246903.HKD","LU0117841782.USD","LU0823413587.USD","LU0708995583.HKD","LU1770034418.SGD","LU1770036033.HKD","LU0348814723.USD","LU1880383366.USD","BK1615","LU0143863784.USD","LU0561508036.HKD","LU0449509016.USD","LU0231483743.USD","LU0594300179.USD","LU1720050803.USD","LU0348735423.USD","BK1506","LU0634319403.HKD","LU2097828474.EUR","HK0000165453.HKD","LU0499858438.USD","LU0449515922.USD","LU1328277881.USD","01810","LU2294711473.HKD","LU0320764599.SGD","LU0307460666.USD","LU1303224171.USD","SG9999003461.SGD","LU0594300419.USD","IE0034224299.USD","LU0314109678.HKD","LU2097828631.EUR","BK1607","LU0823040885.USD","LU0359202008.SGD","LU2778985437.USD","SG9999001093.SGD","LU0823397285.USD","LU0823038988.USD","LU0244354667.USD","LU0417516902.SGD","BK1610","LU0572944931.SGD","LU0823039010.USD","LU0823041008.USD","LU1868838027.USD","LU0823426308.USD","BK1523","LU0611395673.USD","LU0417516738.SGD","LU0345776255.USD","LU0918141887.USD","LU2097828805.USD","LU0499858602.USD","LU1813983027.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665393488","title":"《港股》恒指高開2點 百度漲1.8% 藍籌新貴華虹宏力升近2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2665393488","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665393488?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 09:38","pubTimestamp":1788745080,"startTime":"0","endTime":"0","summary":"今早，恒生指数开报25,652点，微升2点或0.01%；恒生科技指数开报4,558点，跌11点或0.26%；国企指数开报8,548点，跌6点或0.08%。龙头科网股走势各异，百度获纳入港股通名单，开升1.82%；网易开跌2.17%；腾讯、小米-W及京东-SW跌不足1%；阿里巴巴-W微升0.18%。蓝筹新贵华虹宏力高开1.91%。建滔积层板升2.13%，公司再获建滔集团增持。(港股报价延迟最少十五分钟。沽空资料截至 2026-09-04 16:25。)相关内容《大行》大摩降美团目标价至110元  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全金属版和真皮手链，并提供陶瓷版。","market":"hk","thumbnail":"https://k.sinaimg.cn/n/spider20260907/177/w820h1757/20260907/8443-24446b76253d04789742f7a82f38cc52.jpg/w120h90l50t1272.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/spider20260907/177/w820h1757/20260907/8443-24446b76253d04789742f7a82f38cc52.jpg/w120h90l50t1272.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2026-09-07/detail-iniqyeue6359329.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action, .j_float_wbro, 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