数据表管理 - 涨停股票

编号	涨停原因	问财原因	板块逻辑	日线数据
117897	美团发布基于国产算力训练的万亿参数大模型	真空镀膜+苹果链+半导体应用 1、据2025年5月8日机构调研，公司真空镀膜设备已供货苹果产业链，2024年相关销售额8431.93万元，占主营收入16.21%，主要客户包括富士康、比亚迪。 2、据2026年3月31日互动易，公司主要产品或服务为真空镀膜设备以及配套的工艺服务支持，下游应用具体包括智能手机、摄像头、屏幕显示、汽车配件、航空玻璃、磁性材料、半导体电子传感器、精密光学元器件等。	公司的光刻掩膜版设备主要应用于集成电路、平板显示等领域	2026-05-08\|170.71\|2.89\|162.97\|178.00\|162.00\|62379;2026-05-11\|179.55\|5.18\|170.71\|181.88\|170.71\|56795;2026-05-12\|199.50\|11.11\|178.33\|201.00\|173.00\|90547;2026-05-13\|194.74\|-2.39\|204.51\|208.00\|190.62\|76190;2026-05-14\|195.15\|0.21\|201.72\|203.00\|184.15\|83247;2026-05-15\|188.58\|-3.37\|191.98\|203.00\|185.64\|64966;2026-05-18\|185.39\|-1.69\|186.08\|192.99\|182.80\|41723;2026-05-19\|193.70\|4.48\|183.13\|195.00\|181.66\|49343;2026-05-20\|205.00\|5.83\|192.50\|216.28\|188.28\|63726;2026-05-21\|187.00\|-8.78\|208.11\|215.80\|183.00\|71794;2026-05-22\|202.30\|8.24\|189.14\|208.00\|185.00\|69541;2026-05-25\|210.50\|4.05\|200.00\|214.97\|199.01\|54781;2026-05-26\|197.50\|-6.18\|209.48\|210.50\|193.02\|50075;2026-05-27\|182.05\|-7.82\|197.88\|200.01\|178.74\|55686;2026-05-28\|193.55\|6.32\|181.50\|195.66\|179.12\|49003;2026-05-29\|177.00\|-8.55\|192.40\|193.55\|175.19\|53542;2026-06-01\|166.49\|-5.94\|175.00\|178.84\|165.33\|44502;2026-06-02\|164.67\|-1.09\|166.00\|169.62\|161.60\|36814;2026-06-03\|163.81\|-0.52\|162.62\|172.00\|160.00\|41205;2026-06-04\|169.73\|3.61\|161.97\|171.80\|160.50\|50792;2026-06-05\|168.20\|-0.90\|171.59\|178.84\|161.00\|68263;2026-06-08\|157.56\|-6.33\|158.62\|165.00\|154.55\|46054;2026-06-09\|162.20\|2.94\|161.16\|165.00\|157.85\|37640;2026-06-10\|157.72\|-2.76\|159.20\|164.20\|155.60\|30610;2026-06-11\|159.00\|0.81\|158.68\|165.55\|157.00\|41631;2026-06-12\|164.16\|3.25\|163.99\|170.10\|162.50\|49478;2026-06-15\|173.12\|5.46\|162.34\|173.80\|158.69\|55040;2026-06-16\|174.61\|0.86\|172.26\|176.77\|165.68\|68299;2026-06-17\|202.00\|15.69\|169.20\|206.01\|167.49\|100435;2026-06-18\|210.61\|4.26\|193.03\|212.98\|193.00\|85514;2026-06-22\|206.58\|-1.91\|214.20\|215.80\|198.36\|58392;2026-06-23\|200.23\|-3.07\|207.00\|209.92\|198.00\|48693;2026-06-24\|200.00\|-0.11\|198.97\|205.00\|194.00\|42429;2026-06-25\|227.01\|13.51\|202.81\|240.00\|200.10\|93293;2026-06-26\|243.80\|7.40\|248.10\|253.35\|234.31\|103446;2026-06-29\|261.12\|7.10\|245.70\|276.28\|245.70\|88113;2026-06-30\|288.64\|10.54\|264.01\|294.50\|264.01\|75519;2026-07-01\|284.80\|-1.33\|286.14\|289.79\|273.78\|66854;2026-07-02\|259.00\|-9.06\|267.75\|277.62\|256.61\|62496;2026-07-03\|250.13\|-3.42\|260.49\|265.57\|247.85\|39472;2026-07-06\|248.25\|-0.75\|250.00\|262.58\|243.00\|42586;2026-07-07\|243.09\|-2.08\|247.45\|250.99\|237.00\|32146;2026-07-08\|251.66\|3.53\|242.67\|259.46\|228.98\|50296;2026-07-09\|274.64\|9.13\|255.01\|276.00\|247.43\|56289;2026-07-10\|273.05\|-0.58\|271.37\|295.00\|271.37\|61907;2026-07-13\|253.54\|-7.15\|267.69\|282.00\|252.91\|43495;2026-07-14\|252.34\|-0.47\|257.61\|262.80\|241.40\|38753;2026-07-15\|241.61\|-4.25\|259.00\|261.55\|236.80\|34678;2026-07-16\|225.45\|-6.69\|231.19\|242.36\|223.21\|38376;2026-07-17\|197.54\|-12.38\|223.33\|224.98\|194.21\|44252;2026-07-20\|169.15\|-14.37\|201.59\|204.99\|163.71\|56250;2026-07-21\|179.92\|6.37\|171.61\|180.00\|150.11\|71963;2026-07-22\|168.50\|-6.35\|178.41\|181.06\|167.66\|51313;2026-07-23\|161.10\|-4.39\|169.54\|173.87\|159.00\|37594;2026-07-24\|159.01\|-1.30\|158.00\|166.64\|156.26\|34968;2026-07-27\|165.29\|3.95\|159.86\|165.86\|153.59\|34573;2026-07-28\|157.04\|-4.99\|176.10\|178.82\|154.95\|88784;2026-07-29\|136.50\|-13.08\|154.16\|155.00\|132.00\|84457;2026-07-30\|118.30\|-13.33\|135.24\|138.66\|117.00\|65101;2026-07-31\|126.14\|6.63\|130.19\|135.48\|126.02\|58327;2026-08-03\|118.71\|-5.89\|126.13\|128.50\|117.20\|46867;2026-08-04\|133.31\|12.30\|120.42\|133.80\|118.58\|46426;2026-08-05\|151.50\|13.64\|131.21\|153.65\|131.21\|68224;2026-08-06\|157.37\|3.87\|148.15\|161.34\|146.88\|75227;2026-08-07\|175.68\|11.63\|158.00\|177.15\|155.50\|66778;2026-08-10\|174.26\|-0.81\|176.23\|179.08\|167.62\|49524;2026-08-11\|173.70\|-0.32\|173.49\|177.58\|169.00\|41056;2026-08-12\|177.04\|1.92\|174.58\|180.39\|173.05\|36652;2026-08-13\|167.47\|-5.41\|180.00\|183.00\|165.50\|52272;2026-08-14\|169.00\|0.91\|170.00\|172.00\|163.80\|34009;2026-08-17\|177.54\|5.05\|169.66\|177.98\|168.22\|33005;2026-08-18\|178.53\|0.56\|177.71\|181.88\|175.77\|39104;2026-08-19\|159.47\|-10.68\|173.42\|174.86\|158.66\|44611;2026-08-20\|160.09\|0.39\|161.04\|164.35\|158.71\|32483;2026-08-21\|168.52\|5.27\|159.58\|173.88\|156.59\|43273;2026-08-24\|174.21\|3.38\|168.45\|178.96\|164.41\|61388;2026-08-25\|170.92\|-1.89\|171.49\|172.66\|161.00\|43996;2026-08-26\|169.27\|-0.97\|172.50\|175.00\|165.50\|35982;2026-08-27\|180.39\|6.57\|165.32\|182.88\|164.09\|51845;2026-08-28\|175.41\|-2.76\|182.92\|182.92\|175.22\|38027;2026-08-31\|189.03\|7.76\|174.66\|192.38\|170.86\|54112;2026-09-01\|173.00\|-8.48\|199.33\|203.33\|171.00\|73511;2026-09-02\|177.12\|2.38\|168.01\|182.50\|161.84\|66320;2026-09-03\|179.20\|1.17\|180.00\|183.35\|175.08\|38117;2026-09-04\|164.16\|-8.39\|179.49\|185.49\|163.02\|54471;2026-09-07\|176.00\|7.21\|165.80\|181.60\|165.30\|61253;2026-09-08\|175.40\|-0.34\|175.41\|178.99\|170.28\|35066;2026-09-09\|170.80\|-2.62\|176.01\|180.97\|170.01\|29273;2026-09-10\|167.30\|-2.05\|168.07\|175.20\|166.57\|22974;2026-09-11\|158.88\|-5.03\|163.72\|165.00\|151.70\|39149
117896	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：美团LongCat-2.0万亿参数大模型全程国产算力训练，验证国产芯片全栈能力，带动电源管理芯片需求预期上修；涨停缘由：公司为消费电子领域主流电源管理芯片供应商，产品覆盖500余种型号，直接受益于AI服务器、国产训练集群电源方案放量；资金逻辑：资金聚焦国产替代主线，板块集体拉升背景下，低估值模拟芯片标的获增量配置，近7日科创芯片ETF净流入5.42亿元强化板块逻辑；风险提示：短期涨幅较大，需警惕算力概念分化及业绩兑现节奏不及预期风险	国内消费电子领域主要的电源管理芯片供应商之一；公司致力于模拟芯片的研产销，目前推出了覆盖了市场主流产品的电源管理芯片，产品型号达500余种	2026-05-08\|51.72\|-2.80\|53.15\|53.15\|50.99\|60424;2026-05-11\|58.00\|12.14\|55.00\|58.05\|52.50\|194359;2026-05-12\|63.01\|8.64\|58.90\|65.88\|57.00\|207783;2026-05-13\|62.02\|-1.57\|60.77\|64.01\|60.77\|122758;2026-05-14\|63.16\|1.84\|62.70\|65.83\|60.97\|112039;2026-05-15\|68.50\|8.45\|64.98\|69.32\|63.50\|137882;2026-05-18\|65.20\|-4.82\|66.45\|67.77\|64.00\|101784;2026-05-19\|64.60\|-0.92\|64.69\|65.00\|62.10\|66387;2026-05-20\|65.06\|0.71\|64.60\|65.45\|62.68\|57480;2026-05-21\|63.25\|-2.78\|65.90\|68.00\|62.11\|97994;2026-05-22\|65.38\|3.37\|63.25\|66.18\|62.20\|68204;2026-05-25\|64.93\|-0.69\|65.31\|66.98\|63.77\|68364;2026-05-26\|63.85\|-1.66\|65.15\|65.65\|61.70\|66611;2026-05-27\|60.69\|-4.95\|64.00\|64.56\|60.21\|58570;2026-05-28\|59.43\|-2.08\|60.20\|60.81\|58.26\|58463;2026-05-29\|53.35\|-10.23\|59.42\|59.63\|52.50\|91558;2026-06-01\|53.37\|0.04\|53.00\|55.14\|52.17\|72668;2026-06-02\|54.36\|1.85\|53.96\|54.95\|51.00\|67105;2026-06-03\|55.77\|2.59\|54.59\|56.75\|53.96\|59875;2026-06-04\|55.37\|-0.72\|55.00\|56.70\|54.52\|49372;2026-06-05\|54.09\|-2.31\|55.30\|56.99\|53.29\|53916;2026-06-08\|51.61\|-4.58\|51.90\|54.42\|51.22\|51030;2026-06-09\|52.16\|1.07\|52.40\|52.66\|51.50\|38093;2026-06-10\|50.71\|-2.78\|51.58\|52.46\|49.85\|46133;2026-06-11\|52.40\|3.33\|50.78\|54.50\|49.78\|61994;2026-06-12\|53.18\|1.49\|53.92\|54.42\|51.81\|61684;2026-06-15\|56.78\|6.77\|53.30\|57.90\|53.00\|64705;2026-06-16\|60.70\|6.90\|56.98\|61.90\|55.90\|76999;2026-06-17\|59.65\|-1.73\|60.88\|62.80\|59.25\|71324;2026-06-18\|61.25\|2.68\|60.63\|61.35\|59.00\|50045;2026-06-22\|59.21\|-3.33\|61.38\|61.50\|57.64\|84573;2026-06-23\|58.79\|-0.71\|59.66\|62.23\|57.90\|79043;2026-06-24\|58.57\|-0.37\|57.97\|59.70\|56.51\|55045;2026-06-25\|58.91\|0.58\|59.32\|59.32\|56.20\|68329;2026-06-26\|56.07\|-4.82\|58.00\|60.78\|56.00\|68830;2026-06-29\|54.42\|-2.94\|55.80\|57.13\|52.50\|59429;2026-06-30\|60.55\|11.26\|54.08\|60.99\|53.88\|80637;2026-07-01\|58.83\|-2.84\|61.00\|62.94\|58.53\|72254;2026-07-02\|56.64\|-3.72\|57.50\|60.50\|55.30\|59360;2026-07-03\|54.06\|-4.39\|56.33\|56.33\|54.04\|44737;2026-07-06\|57.24\|5.88\|55.41\|59.88\|51.80\|85270;2026-07-07\|56.66\|-1.01\|56.20\|59.28\|55.42\|55426;2026-07-08\|54.42\|-3.95\|56.00\|57.84\|53.10\|45777;2026-07-09\|58.47\|7.44\|54.10\|58.86\|54.10\|66241;2026-07-10\|56.45\|-3.45\|58.16\|60.35\|56.45\|74587;2026-07-13\|49.53\|-12.26\|55.06\|56.73\|49.31\|77863;2026-07-14\|49.43\|-0.20\|49.20\|50.51\|46.00\|71264;2026-07-15\|49.33\|-0.20\|49.73\|52.42\|48.70\|59756;2026-07-16\|48.44\|-1.80\|48.89\|50.20\|47.53\|48853;2026-07-17\|41.58\|-14.16\|47.49\|48.15\|41.20\|72929;2026-07-20\|39.25\|-5.60\|42.66\|44.00\|38.53\|50743;2026-07-21\|41.48\|5.68\|39.51\|41.97\|35.30\|60012;2026-07-22\|38.90\|-6.22\|40.81\|41.75\|38.81\|45736;2026-07-23\|37.31\|-4.09\|39.49\|39.49\|36.67\|50763;2026-07-24\|37.71\|1.07\|36.43\|39.94\|36.40\|45559;2026-07-27\|37.25\|-1.22\|37.41\|38.76\|36.51\|46216;2026-07-28\|35.83\|-3.81\|36.32\|38.75\|35.68\|45702;2026-07-29\|36.20\|1.03\|36.00\|37.50\|34.81\|46633;2026-07-30\|33.22\|-8.23\|36.15\|36.15\|33.18\|68170;2026-07-31\|35.29\|6.23\|35.00\|36.76\|34.60\|62422;2026-08-03\|36.20\|2.58\|35.70\|37.18\|34.73\|47939;2026-08-04\|38.32\|5.86\|36.55\|38.96\|35.97\|51550;2026-08-05\|39.17\|2.22\|38.25\|39.56\|38.02\|43695;2026-08-06\|40.10\|2.37\|38.89\|40.87\|38.31\|44439;2026-08-07\|41.08\|2.44\|40.06\|41.23\|39.41\|31238;2026-08-10\|41.65\|1.39\|42.00\|42.68\|40.53\|36593;2026-08-11\|44.35\|6.48\|42.25\|45.12\|41.18\|57058;2026-08-12\|45.70\|3.04\|44.24\|46.32\|44.01\|42130;2026-08-13\|44.86\|-1.84\|45.90\|46.98\|44.65\|45995;2026-08-14\|46.42\|3.48\|45.08\|46.50\|44.54\|28172;2026-08-17\|50.50\|8.79\|47.07\|50.82\|45.92\|58332;2026-08-18\|49.40\|-2.18\|50.00\|50.79\|48.68\|46046;2026-08-19\|45.71\|-7.47\|48.26\|49.23\|45.51\|43348;2026-08-20\|46.35\|1.40\|46.61\|47.50\|45.01\|31197;2026-08-21\|48.49\|4.62\|46.12\|48.92\|45.20\|35576;2026-08-24\|49.40\|1.88\|49.40\|51.34\|47.68\|52664;2026-08-25\|49.69\|0.59\|48.96\|49.96\|47.19\|33055;2026-08-26\|52.34\|5.33\|49.63\|52.52\|49.28\|83313;2026-08-27\|54.21\|3.57\|52.67\|54.40\|50.70\|59422;2026-08-28\|54.70\|0.90\|54.00\|56.40\|53.40\|60277;2026-08-31\|64.66\|18.21\|53.88\|65.50\|53.00\|162163;2026-09-01\|63.89\|-1.19\|64.08\|65.29\|63.00\|69357;2026-09-02\|61.78\|-3.30\|63.34\|65.28\|61.00\|64452;2026-09-03\|61.69\|-0.15\|62.50\|62.50\|60.18\|45139;2026-09-04\|60.51\|-1.91\|62.25\|62.61\|59.60\|44953;2026-09-07\|61.49\|1.62\|60.55\|62.60\|59.73\|47690;2026-09-08\|60.36\|-1.84\|61.49\|61.90\|59.60\|33788;2026-09-09\|60.87\|0.84\|61.88\|62.90\|60.51\|44189;2026-09-10\|59.70\|-1.92\|60.58\|61.84\|59.58\|28053;2026-09-11\|55.39\|-7.22\|58.46\|58.98\|54.00\|66665
117895	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：LongCat-2.0依托五万卡国产算力集群完成训练，加速国产AI芯片产业链景气度提升，利好具备全流程设计能力的SoC厂商；涨停缘由：公司是国内少数具备物理层通信算法与大型SoC设计能力的企业，其芯片可适配国产AI训练集群通信互联与边缘推理场景；资金逻辑：市场对国产算力‘训推一体’能力确认后，资金向具备真实技术壁垒的芯片设计环节集中，科创芯片ETF连续净流入形成正向反馈；风险提示：下游客户导入周期较长，短期业绩弹性有限，需关注订单落地进展	公司具备优秀的数模混合SoC芯片全流程设计能力，是国内少数几家较具规模的同时具备物理层核心通信算法能力和大型SoC芯片设计能力的公司之一	2026-05-08\|39.21\|0.90\|38.69\|39.30\|38.21\|22465;2026-05-11\|39.90\|1.76\|39.38\|40.00\|39.27\|31005;2026-05-12\|39.58\|-0.80\|39.90\|39.95\|38.79\|25506;2026-05-13\|39.82\|0.61\|39.36\|39.93\|38.84\|29535;2026-05-14\|39.45\|-0.93\|39.85\|40.38\|39.01\|36519;2026-05-15\|39.44\|-0.03\|39.40\|40.24\|39.00\|34426;2026-05-18\|39.70\|0.66\|39.33\|40.16\|39.10\|22184;2026-05-19\|40.11\|1.03\|39.80\|40.16\|39.02\|29956;2026-05-20\|40.50\|0.97\|40.07\|40.60\|39.66\|31685;2026-05-21\|38.86\|-4.05\|40.80\|41.53\|38.71\|52017;2026-05-22\|40.50\|4.22\|38.66\|40.90\|38.66\|41221;2026-05-25\|41.52\|2.52\|41.49\|41.96\|40.39\|41060;2026-05-26\|42.49\|2.34\|41.51\|42.59\|40.87\|59394;2026-05-27\|40.60\|-4.45\|42.11\|42.40\|40.13\|49221;2026-05-28\|40.83\|0.57\|40.16\|41.13\|39.51\|31897;2026-05-29\|37.22\|-8.84\|40.80\|41.00\|36.87\|49149;2026-06-01\|37.29\|0.19\|36.92\|38.00\|36.67\|23470;2026-06-02\|36.55\|-1.98\|37.30\|37.95\|36.01\|21954;2026-06-03\|37.48\|2.54\|36.86\|38.89\|36.60\|34648;2026-06-04\|36.10\|-3.68\|36.30\|37.09\|35.82\|32545;2026-06-05\|36.88\|2.16\|35.72\|37.56\|34.79\|32930;2026-06-08\|35.19\|-4.58\|35.20\|36.50\|34.81\|22512;2026-06-09\|36.00\|2.30\|35.60\|36.21\|35.20\|17676;2026-06-10\|37.27\|3.53\|35.37\|38.49\|35.37\|35717;2026-06-11\|36.17\|-2.95\|36.66\|37.31\|35.71\|24891;2026-06-12\|35.99\|-0.50\|37.51\|38.00\|35.64\|24902;2026-06-15\|37.30\|3.64\|36.10\|37.30\|36.00\|20794;2026-06-16\|38.38\|2.90\|36.81\|38.65\|36.81\|27224;2026-06-17\|38.83\|1.17\|38.00\|38.99\|37.70\|21547;2026-06-18\|39.18\|0.90\|38.80\|39.50\|38.54\|25966;2026-06-22\|38.39\|-2.02\|39.50\|39.50\|37.02\|32364;2026-06-23\|38.63\|0.63\|38.00\|39.38\|37.70\|31457;2026-06-24\|38.19\|-1.14\|38.12\|39.07\|36.88\|31132;2026-06-25\|37.73\|-1.20\|38.19\|38.80\|37.35\|28446;2026-06-26\|36.10\|-4.32\|37.26\|37.48\|35.88\|28598;2026-06-29\|35.12\|-2.71\|36.25\|36.82\|33.66\|36216;2026-06-30\|39.12\|11.39\|35.18\|39.49\|34.80\|56635;2026-07-01\|39.82\|1.79\|40.21\|41.80\|39.59\|69088;2026-07-02\|39.70\|-0.30\|39.51\|41.18\|38.56\|50874;2026-07-03\|38.02\|-4.23\|39.70\|39.80\|38.00\|39422;2026-07-06\|38.08\|0.16\|38.00\|39.08\|36.36\|41384;2026-07-07\|37.59\|-1.29\|37.63\|38.69\|37.08\|27409;2026-07-08\|37.62\|0.08\|37.16\|38.54\|35.62\|41487;2026-07-09\|38.49\|2.31\|37.25\|38.55\|36.50\|33597;2026-07-10\|37.83\|-1.71\|38.49\|39.94\|37.78\|36096;2026-07-13\|34.60\|-8.54\|37.71\|38.29\|34.52\|47399;2026-07-14\|33.90\|-2.02\|34.60\|35.29\|32.25\|35935;2026-07-15\|32.76\|-3.36\|33.51\|34.13\|32.62\|24544;2026-07-16\|32.09\|-2.05\|32.37\|33.80\|31.89\|25772;2026-07-17\|29.42\|-8.18\|31.82\|32.44\|29.40\|29178;2026-07-20\|27.77\|-5.61\|29.89\|30.00\|27.16\|29087;2026-07-21\|28.96\|4.29\|27.90\|28.96\|26.11\|25384;2026-07-22\|28.50\|-1.59\|29.39\|29.39\|28.22\|21536;2026-07-23\|27.92\|-2.04\|28.42\|28.64\|27.61\|17397;2026-07-24\|27.27\|-2.33\|27.37\|27.99\|27.06\|15089;2026-07-27\|27.75\|1.76\|27.07\|27.95\|26.88\|13680;2026-07-28\|27.35\|-1.44\|27.01\|28.04\|27.01\|12043;2026-07-29\|28.37\|3.73\|27.22\|28.60\|27.22\|17244;2026-07-30\|27.73\|-2.26\|27.95\|28.45\|27.36\|14733;2026-07-31\|28.99\|4.54\|28.66\|29.63\|28.48\|24140;2026-08-03\|28.70\|-1.00\|28.70\|28.88\|28.40\|15830;2026-08-04\|29.65\|3.31\|29.00\|29.87\|28.80\|15994;2026-08-05\|30.12\|1.59\|29.64\|30.49\|29.62\|16418;2026-08-06\|30.37\|0.83\|29.93\|30.57\|29.78\|13409;2026-08-07\|30.61\|0.79\|30.58\|30.61\|29.93\|13349;2026-08-10\|30.62\|0.03\|30.62\|30.69\|30.00\|10539;2026-08-11\|30.58\|-0.13\|30.01\|30.93\|30.01\|9724;2026-08-12\|31.11\|1.73\|30.80\|31.90\|30.60\|15491;2026-08-13\|30.69\|-1.35\|31.40\|31.88\|30.68\|10961;2026-08-14\|31.20\|1.66\|30.87\|31.22\|30.71\|9652;2026-08-17\|32.07\|2.79\|31.51\|32.11\|31.01\|11609;2026-08-18\|32.00\|-0.22\|32.12\|33.20\|31.77\|17685;2026-08-19\|30.31\|-5.28\|31.89\|31.99\|30.10\|13909;2026-08-20\|30.81\|1.65\|30.59\|31.31\|30.19\|12576;2026-08-21\|31.01\|0.65\|30.60\|31.11\|30.30\|8591;2026-08-24\|30.03\|-3.16\|31.15\|31.20\|29.66\|11974;2026-08-25\|29.75\|-0.93\|29.01\|29.80\|28.21\|16559;2026-08-26\|29.55\|-0.67\|29.86\|30.06\|29.00\|11773;2026-08-27\|30.52\|3.28\|29.55\|30.53\|29.37\|10285;2026-08-28\|30.40\|-0.39\|30.73\|30.86\|30.12\|8654;2026-08-31\|32.04\|5.39\|30.35\|32.15\|30.14\|15324;2026-09-01\|31.46\|-1.81\|32.02\|32.55\|31.36\|20787;2026-09-02\|31.26\|-0.64\|31.14\|31.68\|30.91\|14870;2026-09-03\|31.47\|0.67\|31.40\|32.25\|31.01\|9382;2026-09-04\|31.40\|-0.22\|31.80\|32.66\|31.20\|14583;2026-09-07\|31.50\|0.32\|31.86\|31.86\|31.26\|8353;2026-09-08\|31.20\|-0.95\|31.58\|31.59\|31.05\|8484;2026-09-09\|31.62\|1.35\|31.35\|31.86\|30.93\|10564;2026-09-10\|31.09\|-1.68\|31.53\|31.53\|31.02\|6737;2026-09-11\|30.27\|-2.64\|30.95\|31.00\|29.82\|9167
117894	美团发布基于国产算力训练的万亿参数大模型	以太网交换芯片+边缘计算+大基金持股 1、据2025年半年报，公司的主营业务为以太网交换芯片及配套产品的研发、设计和销售。公司800G端口速率高端以太网交换芯片已在国内运营商及金融、政府等行业规模应用。公司积极组织参与新一代通信技术、边缘计算和下一代网络和数据中心的标准化工作。 2、据2025年半年报，公司一体化SDK可运行在ARM、X86、MIPS等多个CPU体系，并可运行在Linux、Vxworks等多个操作系统，避免客户CPU和操作系统平台迁移带来的额外工作量。 3、据2025年半年度报告，国家集成电路产业投资基金为公司第二大股东，持股约17.09%。 4、据2026年1月22日及23日公告，中信证券、广发证券先后获准自1月23日、26日起对盛科通信开展科创板做市交易，提升流动性。	国内领先的以太网交换芯片设计企业；公司面向数据中心的高端800G交换容量芯片产品已在2024年实现小批量交付，预计未来量产将进一步拓展数据中心和云服务市场	2026-05-08\|307.88\|-1.26\|303.66\|311.00\|297.77\|86806;2026-05-11\|320.02\|3.94\|315.00\|328.36\|299.90\|135063;2026-05-12\|298.20\|-6.82\|311.00\|316.00\|287.14\|151729;2026-05-13\|302.72\|1.52\|294.90\|305.66\|289.00\|81060;2026-05-14\|291.99\|-3.54\|310.00\|314.80\|291.99\|79314;2026-05-15\|285.00\|-2.39\|291.80\|294.00\|278.51\|75480;2026-05-18\|285.53\|0.19\|278.48\|299.87\|270.33\|70967;2026-05-19\|316.00\|10.67\|289.00\|318.79\|283.01\|122462;2026-05-20\|312.95\|-0.97\|310.00\|328.80\|308.00\|99238;2026-05-21\|300.87\|-3.86\|318.00\|331.58\|299.00\|115958;2026-05-22\|305.23\|1.45\|305.28\|312.50\|295.99\|66630;2026-05-25\|317.10\|3.89\|308.00\|325.00\|290.00\|93720;2026-05-26\|295.00\|-6.97\|314.00\|314.00\|290.18\|87810;2026-05-27\|281.76\|-4.49\|296.96\|297.90\|278.61\|87167;2026-05-28\|303.81\|7.83\|285.00\|309.00\|282.01\|84071;2026-05-29\|281.52\|-7.34\|305.05\|305.29\|274.10\|93976;2026-06-01\|253.00\|-10.13\|284.46\|284.68\|253.00\|88772;2026-06-02\|265.52\|4.95\|260.00\|274.63\|252.82\|77583;2026-06-03\|277.90\|4.66\|285.00\|295.35\|273.78\|114922;2026-06-04\|274.94\|-1.07\|274.00\|281.00\|264.00\|67743;2026-06-05\|263.02\|-4.34\|267.00\|278.80\|262.01\|55855;2026-06-08\|252.00\|-4.19\|251.00\|265.99\|248.12\|55478;2026-06-09\|261.10\|3.61\|257.50\|262.80\|252.03\|53275;2026-06-10\|267.22\|2.34\|260.00\|284.00\|260.00\|91297;2026-06-11\|264.13\|-1.16\|267.18\|275.00\|259.70\|83699;2026-06-12\|252.95\|-4.23\|273.00\|274.20\|251.00\|78103;2026-06-15\|283.00\|11.88\|260.00\|284.03\|254.16\|94140;2026-06-16\|299.86\|5.96\|285.94\|316.98\|280.88\|103118;2026-06-17\|303.00\|1.05\|294.97\|306.00\|290.12\|71828;2026-06-18\|337.00\|11.22\|310.00\|339.99\|308.00\|136555;2026-06-22\|319.69\|-5.14\|330.00\|330.27\|307.10\|119729;2026-06-23\|308.03\|-3.65\|315.00\|317.77\|297.18\|78460;2026-06-24\|310.63\|0.84\|302.66\|322.00\|298.70\|83964;2026-06-25\|331.87\|6.84\|315.00\|335.00\|304.00\|107830;2026-06-26\|327.50\|-1.32\|321.00\|342.80\|310.00\|97100;2026-06-29\|350.11\|6.90\|327.00\|357.99\|316.01\|119338;2026-06-30\|389.99\|11.39\|349.00\|392.88\|338.00\|118353;2026-07-01\|380.52\|-2.43\|380.00\|396.96\|368.28\|93580;2026-07-02\|353.05\|-7.22\|360.00\|383.00\|346.00\|83946;2026-07-03\|323.64\|-8.33\|382.00\|388.88\|323.00\|112972;2026-07-06\|357.00\|10.31\|333.50\|374.99\|320.03\|131252;2026-07-07\|382.00\|7.00\|350.00\|405.00\|350.00\|125531;2026-07-08\|401.50\|5.10\|389.39\|421.66\|389.39\|122945;2026-07-09\|422.00\|5.11\|409.13\|427.07\|386.48\|117266;2026-07-10\|378.68\|-10.27\|417.00\|429.60\|378.68\|129171;2026-07-13\|393.00\|3.78\|380.00\|428.99\|380.00\|146558;2026-07-14\|376.61\|-4.17\|408.86\|415.00\|342.52\|153273;2026-07-15\|352.50\|-6.40\|375.55\|380.00\|344.32\|99184;2026-07-16\|373.50\|5.96\|359.70\|397.89\|355.50\|139752;2026-07-17\|312.00\|-16.47\|359.00\|369.84\|312.00\|141467;2026-07-20\|334.67\|7.27\|351.08\|365.96\|322.01\|174080;2026-07-21\|395.04\|18.04\|339.02\|398.28\|303.00\|159093;2026-07-22\|430.15\|8.89\|394.58\|458.88\|392.87\|187198;2026-07-23\|393.00\|-8.64\|435.38\|440.77\|388.00\|146477;2026-07-24\|390.78\|-0.56\|379.00\|412.25\|379.00\|103308;2026-07-27\|381.48\|-2.38\|387.73\|408.00\|361.24\|123440;2026-07-28\|361.00\|-5.37\|372.38\|389.59\|359.05\|105318;2026-07-29\|351.42\|-2.65\|363.00\|364.99\|318.13\|137570;2026-07-30\|303.99\|-13.50\|342.83\|347.42\|297.10\|134449;2026-07-31\|342.29\|12.60\|336.00\|360.75\|328.99\|115609;2026-08-03\|322.00\|-5.93\|339.05\|360.00\|310.51\|101813;2026-08-04\|338.00\|4.97\|323.22\|342.98\|318.10\|94821;2026-08-05\|350.44\|3.68\|347.70\|370.33\|342.30\|115998;2026-08-06\|390.02\|11.29\|339.37\|420.53\|338.28\|132643;2026-08-07\|402.00\|3.07\|385.00\|408.99\|372.01\|137396;2026-08-10\|403.96\|0.49\|401.00\|411.03\|387.37\|88314;2026-08-11\|393.60\|-2.56\|400.00\|417.06\|390.01\|76266;2026-08-12\|384.90\|-2.21\|393.72\|397.79\|377.97\|77866;2026-08-13\|401.00\|4.18\|394.00\|420.99\|384.84\|117124;2026-08-14\|398.60\|-0.60\|401.28\|408.50\|386.01\|74264;2026-08-17\|421.70\|5.80\|418.00\|426.30\|406.10\|99226;2026-08-18\|435.87\|3.36\|422.81\|452.26\|409.00\|102024;2026-08-19\|378.00\|-13.28\|417.69\|423.94\|372.06\|117889;2026-08-20\|372.95\|-1.34\|383.67\|388.00\|364.93\|75650;2026-08-21\|375.80\|0.76\|374.20\|386.88\|373.00\|53568;2026-08-24\|351.39\|-6.50\|375.12\|375.27\|343.01\|77695;2026-08-25\|355.88\|1.28\|348.99\|361.68\|337.35\|55612;2026-08-26\|369.16\|3.73\|356.40\|377.94\|352.49\|60118;2026-08-27\|380.40\|3.04\|382.00\|384.93\|364.00\|70063;2026-08-28\|365.10\|-4.02\|373.00\|392.00\|363.01\|58345;2026-08-31\|390.00\|6.82\|350.07\|390.00\|345.00\|75240;2026-09-01\|369.22\|-5.33\|383.00\|388.79\|367.58\|49405;2026-09-02\|362.41\|-1.84\|359.65\|369.99\|354.28\|45538;2026-09-03\|347.01\|-4.25\|367.00\|369.00\|337.00\|68132;2026-09-04\|324.80\|-6.40\|353.94\|355.00\|320.50\|83136;2026-09-07\|324.30\|-0.15\|325.00\|329.66\|315.44\|79244;2026-09-08\|315.15\|-2.82\|323.00\|326.47\|311.14\|68946;2026-09-09\|313.11\|-0.65\|318.00\|326.99\|310.24\|48519;2026-09-10\|307.00\|-1.95\|309.57\|314.99\|304.99\|47633;2026-09-11\|301.50\|-1.79\|309.00\|309.00\|290.00\|65429
117893	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：国产算力集群规模化部署拉动高性能散热系统需求，BLDC电机驱动芯片作为核心控制部件同步受益；涨停缘由：公司主营BLDC电机驱动控制专用芯片，产品覆盖MCU/ASIC、HVIC及MOSFET，广泛用于服务器液冷风扇、机柜散热等关键场景；资金逻辑：算力基建升温带动配套硬件链估值修复，叠加半导体板块集体涨价催化，资金提前布局高确定性细分赛道；风险提示：服务器散热芯片占比尚小，收入贡献有待验证，存在主题炒作退潮风险	公司主营BLDC电机驱动控制专用芯片，产品涵盖电机驱动控制的全部关键芯片，包括电机主控芯片MCU/ASIC、电机驱动芯片HVIC、电机专用功率器件MOSFET等，产品广泛应用于家电、电动工具、计算机及通信设备、运动出行、工业与汽车等领域	2026-05-08\|215.26\|5.05\|202.49\|219.80\|202.49\|25119;2026-05-11\|229.53\|6.63\|220.01\|236.86\|219.50\|32389;2026-05-12\|229.72\|0.08\|231.49\|231.49\|223.00\|17178;2026-05-13\|232.80\|1.34\|225.66\|235.39\|221.68\|20241;2026-05-14\|229.23\|-1.53\|233.77\|244.80\|226.62\|26648;2026-05-15\|234.67\|2.37\|229.60\|248.00\|229.60\|28752;2026-05-18\|241.67\|2.98\|232.65\|247.00\|228.88\|27808;2026-05-19\|243.90\|0.92\|240.82\|248.50\|237.00\|23937;2026-05-20\|250.00\|2.50\|242.50\|252.80\|238.02\|23029;2026-05-21\|239.00\|-4.40\|250.00\|254.95\|239.00\|20329;2026-05-22\|250.19\|4.68\|242.50\|258.05\|239.60\|28120;2026-05-25\|246.19\|-1.60\|250.33\|259.90\|242.21\|21583;2026-05-26\|243.70\|-1.01\|244.22\|252.02\|237.00\|26080;2026-05-27\|231.34\|-5.07\|246.32\|248.57\|229.82\|30975;2026-05-28\|234.40\|1.32\|229.31\|238.86\|226.07\|26836;2026-05-29\|216.94\|-7.45\|238.86\|239.28\|212.01\|28189;2026-06-01\|212.87\|-1.88\|216.40\|222.99\|210.16\|25685;2026-06-02\|211.54\|-0.62\|215.00\|215.00\|203.97\|19859;2026-06-03\|209.35\|-1.04\|211.70\|215.00\|207.31\|16997;2026-06-04\|211.53\|1.04\|205.00\|217.30\|205.00\|16116;2026-06-05\|212.00\|0.59\|206.63\|222.88\|204.13\|17957;2026-06-08\|200.33\|-5.50\|203.52\|208.70\|198.03\|26115;2026-06-09\|209.21\|4.43\|203.95\|213.60\|199.81\|19371;2026-06-10\|203.79\|-2.59\|205.73\|207.40\|198.00\|17333;2026-06-11\|207.10\|1.62\|205.93\|210.49\|201.66\|24572;2026-06-12\|203.60\|-1.69\|211.11\|212.76\|202.10\|36707;2026-06-15\|212.56\|4.40\|203.50\|214.24\|203.50\|22912;2026-06-16\|211.30\|-0.59\|212.56\|214.26\|206.16\|16929;2026-06-17\|210.37\|-0.44\|210.00\|212.88\|207.01\|17747;2026-06-18\|209.19\|-0.56\|211.49\|216.50\|208.18\|18278;2026-06-22\|203.19\|-2.87\|209.61\|210.99\|196.18\|24269;2026-06-23\|204.13\|0.46\|202.18\|208.84\|196.50\|19887;2026-06-24\|211.08\|3.40\|202.27\|214.58\|200.43\|26278;2026-06-25\|208.92\|-1.02\|211.02\|215.10\|203.40\|19385;2026-06-26\|199.53\|-4.49\|210.89\|212.98\|197.50\|20974;2026-06-29\|201.45\|0.96\|195.00\|202.88\|193.19\|25939;2026-06-30\|224.44\|11.41\|201.25\|231.89\|199.00\|35354;2026-07-01\|231.00\|2.92\|226.09\|247.65\|226.00\|36651;2026-07-02\|228.00\|-1.30\|228.69\|238.97\|220.00\|31065;2026-07-03\|241.35\|5.86\|228.00\|251.80\|226.00\|42268;2026-07-06\|227.24\|-5.85\|244.80\|245.94\|220.50\|38185;2026-07-07\|233.96\|2.96\|225.18\|239.80\|221.13\|27068;2026-07-08\|230.00\|-1.69\|232.28\|242.69\|229.00\|29026;2026-07-09\|234.32\|1.88\|229.50\|235.00\|223.23\|20812;2026-07-10\|228.01\|-2.69\|231.00\|244.42\|226.07\|24426;2026-07-13\|226.33\|-0.74\|225.21\|242.70\|223.90\|27749;2026-07-14\|221.51\|-2.13\|229.00\|230.86\|210.38\|23282;2026-07-15\|210.59\|-4.93\|225.45\|226.14\|208.00\|20475;2026-07-16\|208.00\|-1.23\|208.95\|225.60\|204.14\|18199;2026-07-17\|188.57\|-9.34\|209.19\|213.31\|186.14\|26394;2026-07-20\|181.43\|-3.79\|192.24\|193.99\|175.00\|28745;2026-07-21\|184.60\|1.75\|182.22\|191.02\|174.74\|26356;2026-07-22\|183.21\|-0.75\|181.85\|188.00\|178.55\|27406;2026-07-23\|172.26\|-5.98\|180.91\|185.22\|170.00\|17154;2026-07-24\|163.37\|-5.16\|169.00\|171.89\|162.06\|22712;2026-07-27\|168.27\|3.00\|164.50\|168.87\|158.02\|21395;2026-07-28\|159.99\|-4.92\|165.70\|166.82\|157.76\|16297;2026-07-29\|157.51\|-1.55\|161.58\|162.87\|151.22\|19118;2026-07-30\|150.41\|-4.51\|152.87\|158.65\|148.51\|15854;2026-07-31\|155.61\|3.46\|158.98\|163.00\|153.65\|23086;2026-08-03\|159.28\|2.36\|154.84\|161.51\|153.65\|22719;2026-08-04\|156.00\|-2.06\|161.07\|161.98\|152.00\|25289;2026-08-05\|166.35\|6.63\|156.01\|167.62\|155.07\|23678;2026-08-06\|167.55\|0.72\|163.00\|169.00\|161.11\|17378;2026-08-07\|170.00\|1.46\|169.19\|172.00\|164.75\|19134;2026-08-10\|165.09\|-2.89\|170.00\|170.99\|162.87\|15132;2026-08-11\|169.13\|2.45\|163.35\|172.04\|162.00\|16687;2026-08-12\|169.36\|0.14\|168.96\|169.90\|166.58\|11525;2026-08-13\|163.40\|-3.52\|169.81\|171.38\|163.02\|17302;2026-08-14\|162.11\|-0.79\|166.00\|166.00\|158.80\|14147;2026-08-17\|178.64\|10.20\|163.00\|179.00\|162.14\|23653;2026-08-18\|185.48\|3.83\|179.17\|189.98\|178.70\|24726;2026-08-19\|166.66\|-10.15\|181.00\|181.00\|163.29\|43269;2026-08-20\|168.04\|0.83\|167.94\|170.80\|162.49\|15574;2026-08-21\|177.74\|5.77\|175.00\|184.98\|174.01\|28046;2026-08-24\|179.12\|0.78\|178.09\|185.00\|174.33\|27678;2026-08-25\|182.63\|1.96\|175.72\|184.50\|173.00\|22257;2026-08-26\|189.17\|3.58\|183.04\|194.99\|180.04\|25679;2026-08-27\|197.28\|4.29\|193.60\|198.50\|187.46\|27627;2026-08-28\|189.67\|-3.86\|197.74\|201.45\|187.40\|26006;2026-08-31\|197.50\|4.13\|186.07\|199.87\|184.06\|26649;2026-09-01\|193.00\|-2.28\|200.99\|202.00\|191.45\|20048;2026-09-02\|190.00\|-1.55\|190.11\|192.49\|187.06\|13782;2026-09-03\|194.20\|2.21\|193.23\|196.00\|189.10\|17620;2026-09-04\|184.02\|-5.24\|196.00\|197.50\|181.49\|16839;2026-09-07\|189.12\|2.77\|182.23\|191.50\|182.23\|16212;2026-09-08\|184.79\|-2.29\|188.66\|189.00\|183.27\|9628;2026-09-09\|179.45\|-2.89\|186.34\|188.84\|177.53\|15138;2026-09-10\|175.74\|-2.07\|180.79\|180.79\|173.01\|20008;2026-09-11\|185.00\|5.27\|174.37\|189.30\|169.20\|36444
117892	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：LongCat-2.0实现国产算力全栈训练，推动AI服务器电源管理模块国产化替代加速，公司作为行业龙头直接受益；涨停缘由：公司为国内电源管理芯片龙头，产品已进入多家国产GPU及AI服务器厂商供应链，适配高功率密度、多路稳压等AI硬件需求；资金逻辑：国产算力验证成功后，资金从纯概念向具备实际供货能力的芯片设计企业迁移，板块成交额达4.76亿元显示交投活跃；风险提示：AI服务器电源芯片认证周期长，大规模放量仍需时间，短期业绩支撑偏弱	公司为国内电源管理和驱动芯片龙头	2026-05-08\|82.03\|-1.00\|82.00\|85.00\|81.18\|49516;2026-05-11\|87.10\|6.18\|81.97\|88.00\|78.58\|149014;2026-05-12\|93.92\|7.83\|87.00\|95.08\|84.88\|162461;2026-05-13\|90.45\|-3.69\|90.50\|91.91\|88.90\|99788;2026-05-14\|91.10\|0.72\|91.96\|94.89\|90.52\|83639;2026-05-15\|90.53\|-0.63\|91.82\|97.59\|89.70\|106358;2026-05-18\|87.20\|-3.68\|90.53\|90.53\|86.30\|79470;2026-05-19\|93.28\|6.97\|86.91\|95.55\|84.30\|98177;2026-05-20\|93.78\|0.54\|92.35\|94.77\|90.70\|69536;2026-05-21\|89.50\|-4.56\|94.89\|96.67\|88.88\|89221;2026-05-22\|91.00\|1.68\|89.50\|93.28\|88.81\|54830;2026-05-25\|93.96\|3.25\|91.61\|105.38\|91.23\|135209;2026-05-26\|92.70\|-1.34\|92.18\|93.93\|89.00\|95407;2026-05-27\|90.17\|-2.73\|93.17\|99.00\|89.38\|109180;2026-05-28\|95.76\|6.20\|89.18\|99.00\|89.01\|126128;2026-05-29\|97.03\|1.33\|97.67\|103.00\|89.76\|155227;2026-06-01\|94.76\|-2.34\|95.45\|101.39\|92.10\|110668;2026-06-02\|92.80\|-2.07\|94.47\|96.99\|90.60\|75854;2026-06-03\|88.00\|-5.17\|93.00\|96.99\|85.37\|140060;2026-06-04\|87.10\|-1.02\|87.36\|91.90\|85.28\|75391;2026-06-05\|83.20\|-4.48\|85.74\|85.74\|81.50\|77711;2026-06-08\|78.40\|-5.77\|79.00\|81.43\|77.01\|49586;2026-06-09\|87.03\|11.65\|79.24\|89.66\|79.20\|82770;2026-06-10\|87.00\|-0.03\|86.00\|91.30\|85.73\|58452;2026-06-11\|88.15\|1.32\|86.50\|92.45\|86.50\|66368;2026-06-12\|85.30\|-3.23\|92.00\|93.19\|84.40\|70899;2026-06-15\|88.40\|3.63\|86.00\|88.72\|83.59\|66467;2026-06-16\|96.00\|8.60\|88.40\|98.89\|88.23\|111193;2026-06-17\|92.22\|-3.94\|93.50\|94.70\|91.20\|81834;2026-06-18\|90.10\|-2.30\|93.26\|94.10\|89.21\|86374;2026-06-22\|88.75\|-1.50\|91.40\|94.88\|87.36\|112773;2026-06-23\|88.37\|-0.43\|88.00\|92.28\|86.11\|70725;2026-06-24\|86.11\|-2.56\|87.14\|89.25\|83.03\|85726;2026-06-25\|85.40\|-0.82\|86.11\|90.10\|84.01\|83427;2026-06-26\|82.11\|-3.85\|83.61\|85.29\|80.00\|64005;2026-06-29\|82.95\|1.02\|83.49\|87.78\|78.51\|76022;2026-06-30\|92.96\|12.07\|83.49\|93.68\|81.90\|106527;2026-07-01\|91.10\|-2.00\|93.72\|97.44\|89.80\|81504;2026-07-02\|89.00\|-2.31\|88.02\|97.75\|84.00\|87376;2026-07-03\|86.00\|-3.37\|88.03\|91.45\|85.61\|61194;2026-07-06\|84.39\|-1.87\|86.74\|88.82\|80.37\|62000;2026-07-07\|83.98\|-0.49\|83.51\|85.79\|80.18\|51473;2026-07-08\|98.09\|16.80\|85.00\|100.78\|80.09\|203923;2026-07-09\|101.00\|2.97\|98.00\|102.00\|93.11\|163483;2026-07-10\|89.18\|-11.70\|102.00\|103.48\|89.03\|128634;2026-07-13\|81.68\|-8.41\|87.45\|92.45\|81.00\|84051;2026-07-14\|78.01\|-4.49\|81.68\|82.63\|74.50\|90723;2026-07-15\|76.35\|-2.13\|79.99\|82.66\|74.60\|93662;2026-07-16\|69.80\|-8.58\|74.82\|76.96\|69.50\|75629;2026-07-17\|60.38\|-13.50\|69.20\|69.80\|60.00\|85351;2026-07-20\|61.00\|1.03\|65.00\|70.00\|58.70\|117628;2026-07-21\|68.12\|11.67\|62.19\|68.34\|55.97\|124617;2026-07-22\|69.49\|2.01\|67.50\|75.34\|66.00\|122868;2026-07-23\|66.00\|-5.02\|70.25\|71.60\|65.00\|70044;2026-07-24\|67.69\|2.56\|64.22\|71.77\|63.01\|90379;2026-07-27\|72.01\|6.38\|70.00\|72.55\|66.50\|79684;2026-07-28\|66.02\|-8.32\|69.88\|71.90\|64.80\|88000;2026-07-29\|62.72\|-5.00\|69.70\|70.41\|60.25\|106445;2026-07-30\|58.12\|-7.33\|61.47\|62.30\|55.00\|101980;2026-07-31\|65.09\|11.99\|62.23\|69.50\|62.23\|128001;2026-08-03\|60.50\|-7.05\|64.21\|64.99\|58.58\|79392;2026-08-04\|67.95\|12.31\|61.00\|69.45\|59.69\|111323;2026-08-05\|73.78\|8.58\|68.00\|75.95\|68.00\|86505;2026-08-06\|77.45\|4.97\|73.34\|79.50\|72.10\|85394;2026-08-07\|86.94\|12.25\|77.00\|88.50\|76.45\|109546;2026-08-10\|87.50\|0.64\|86.65\|87.87\|83.22\|73047;2026-08-11\|83.28\|-4.82\|87.06\|87.70\|83.18\|59980;2026-08-12\|83.30\|0.02\|83.28\|84.48\|82.00\|54615;2026-08-13\|82.25\|-1.26\|84.21\|86.88\|81.93\|55547;2026-08-14\|84.98\|3.32\|83.07\|85.56\|82.60\|56215;2026-08-17\|96.78\|13.89\|85.83\|97.50\|85.83\|130590;2026-08-18\|94.22\|-2.65\|96.52\|97.72\|91.50\|107125;2026-08-19\|82.13\|-12.83\|90.61\|91.74\|81.02\|96922;2026-08-20\|83.35\|1.49\|83.43\|86.90\|81.04\|70544;2026-08-21\|85.40\|2.46\|83.35\|88.70\|83.35\|62947;2026-08-24\|81.50\|-4.57\|86.53\|86.53\|78.38\|71299;2026-08-25\|85.44\|4.83\|79.70\|89.11\|79.00\|99994;2026-08-26\|88.48\|3.56\|86.29\|89.08\|83.30\|70460;2026-08-27\|90.79\|2.61\|88.00\|91.91\|87.28\|90611;2026-08-28\|86.38\|-4.86\|90.70\|90.70\|86.26\|57968;2026-08-31\|89.64\|3.77\|83.70\|89.80\|83.55\|63167;2026-09-01\|85.28\|-4.86\|91.50\|92.29\|84.52\|61495;2026-09-02\|84.28\|-1.17\|83.94\|87.00\|81.81\|54664;2026-09-03\|87.68\|4.03\|90.55\|91.98\|86.00\|76775;2026-09-04\|82.89\|-5.46\|90.28\|90.77\|82.21\|72889;2026-09-07\|86.52\|4.38\|83.81\|87.87\|83.58\|68012;2026-09-08\|84.55\|-2.28\|86.23\|88.88\|83.07\|57257;2026-09-09\|84.60\|0.06\|85.08\|85.94\|82.58\|49529;2026-09-10\|82.50\|-2.48\|83.07\|85.49\|81.81\|36020;2026-09-11\|81.38\|-1.36\|80.99\|82.39\|78.38\|43830
117891	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：公司ArF/KrF光刻胶单体已量产，是国内半导体光刻胶核心材料供应商，存储巨头铠侠停产引发供应链安全担忧，国产替代逻辑强化；涨停缘由：半导体材料自主可控紧迫性提升、ArF光刻胶单体进口替代加速、下游晶圆厂扩产带动材料需求、公司客户导入进展顺利；资金逻辑：国产芯片板块资金活跃，瑞联新材融资余额稳步上升，主力资金连续3日净流入，换手率高于板块均值；风险提示：光刻胶单体占公司营收比重仍较低，短期业绩弹性有限，技术迭代与客户认证周期较长	公司研发和生产的主要是LCD光刻胶及半导体光刻胶单体，研发的光刻胶单体涉及ArF光刻胶及KrF光刻胶，其中部分ArF光刻胶单体产品已量产	2026-05-08\|42.72\|0.26\|42.35\|43.17\|42.03\|31445;2026-05-11\|42.95\|0.54\|43.05\|43.29\|42.23\|41275;2026-05-12\|43.30\|0.81\|42.81\|44.19\|42.32\|40736;2026-05-13\|46.00\|6.24\|42.99\|46.85\|42.60\|111229;2026-05-14\|46.76\|1.65\|46.28\|47.20\|45.30\|78090;2026-05-15\|47.19\|0.92\|46.76\|48.43\|45.70\|76906;2026-05-18\|46.19\|-2.12\|47.00\|47.15\|45.35\|61323;2026-05-19\|46.10\|-0.19\|46.39\|46.39\|44.53\|49622;2026-05-20\|49.48\|7.33\|45.90\|50.23\|45.37\|105703;2026-05-21\|49.55\|0.14\|49.71\|52.10\|49.01\|125288;2026-05-22\|50.52\|1.96\|49.78\|52.00\|49.00\|80263;2026-05-25\|51.43\|1.80\|50.95\|53.58\|50.11\|82041;2026-05-26\|55.18\|7.29\|51.00\|56.58\|49.68\|143086;2026-05-27\|54.45\|-1.32\|54.36\|56.36\|54.00\|77671;2026-05-28\|53.18\|-0.69\|53.13\|53.98\|51.73\|68263;2026-05-29\|46.50\|-12.56\|53.03\|53.50\|45.00\|146081;2026-06-01\|46.01\|-1.05\|45.26\|46.70\|44.48\|83450;2026-06-02\|42.82\|-6.93\|45.55\|45.99\|42.50\|95810;2026-06-03\|41.95\|-2.03\|42.85\|43.41\|40.90\|101582;2026-06-04\|41.45\|-1.19\|41.12\|42.03\|40.90\|50459;2026-06-05\|43.35\|4.58\|40.97\|45.85\|40.83\|105663;2026-06-08\|44.30\|2.19\|41.70\|44.84\|41.70\|70150;2026-06-09\|45.63\|3.00\|44.70\|46.60\|43.25\|65004;2026-06-10\|45.18\|-0.99\|44.63\|45.85\|43.83\|44298;2026-06-11\|46.25\|2.37\|45.00\|46.80\|44.78\|64861;2026-06-12\|42.10\|-8.97\|47.00\|47.87\|41.84\|91848;2026-06-15\|44.90\|6.65\|42.10\|45.68\|42.08\|65977;2026-06-16\|45.22\|0.71\|44.90\|46.45\|44.15\|71934;2026-06-17\|48.53\|7.32\|45.28\|50.27\|44.61\|105295;2026-06-18\|47.52\|-2.08\|48.66\|48.95\|47.08\|72198;2026-06-22\|48.24\|1.52\|48.40\|48.97\|46.38\|92676;2026-06-23\|48.33\|0.19\|47.99\|49.85\|47.00\|82425;2026-06-24\|49.01\|1.41\|47.61\|49.33\|46.25\|74269;2026-06-25\|47.82\|-2.43\|49.35\|49.88\|45.28\|114587;2026-06-26\|50.49\|5.58\|46.90\|51.58\|46.60\|135258;2026-06-29\|51.62\|2.24\|50.99\|53.30\|48.60\|118390;2026-06-30\|57.85\|12.07\|51.48\|58.36\|51.03\|154100;2026-07-01\|59.55\|2.94\|57.00\|62.90\|56.24\|141560;2026-07-02\|56.20\|-5.63\|57.85\|59.47\|54.28\|105848;2026-07-03\|51.68\|-8.04\|55.50\|56.00\|51.12\|122184;2026-07-06\|49.84\|-3.56\|51.22\|53.48\|49.08\|76020;2026-07-07\|50.80\|1.93\|49.11\|52.40\|48.64\|70316;2026-07-08\|49.29\|-2.97\|50.97\|51.28\|47.30\|59087;2026-07-09\|53.40\|8.34\|50.00\|55.08\|49.39\|92113;2026-07-10\|52.58\|-1.54\|52.90\|58.13\|52.03\|111099;2026-07-13\|54.20\|3.08\|51.50\|58.22\|51.35\|141798;2026-07-14\|52.60\|-2.95\|53.97\|55.98\|49.60\|101428;2026-07-15\|51.61\|-1.88\|52.60\|53.88\|49.52\|84544;2026-07-16\|46.18\|-10.52\|51.00\|51.68\|45.97\|99700;2026-07-17\|44.07\|-4.57\|45.44\|48.12\|43.85\|87133;2026-07-20\|41.50\|-5.83\|44.80\|44.80\|40.71\|89915;2026-07-21\|42.75\|3.01\|41.59\|42.95\|38.20\|73427;2026-07-22\|40.55\|-5.15\|42.70\|42.70\|40.08\|65699;2026-07-23\|40.70\|0.37\|40.55\|41.13\|39.84\|37606;2026-07-24\|41.30\|1.47\|40.01\|41.88\|39.92\|43529;2026-07-27\|41.17\|-0.31\|41.21\|42.06\|40.03\|51147;2026-07-28\|39.30\|-4.54\|40.58\|41.96\|38.90\|53075;2026-07-29\|38.11\|-3.03\|39.11\|39.31\|36.75\|59564;2026-07-30\|34.48\|-9.53\|37.60\|38.05\|34.48\|61385;2026-07-31\|35.84\|3.94\|36.12\|37.83\|35.77\|48585;2026-08-03\|34.70\|-3.18\|35.85\|36.07\|34.41\|36193;2026-08-04\|36.13\|4.12\|35.00\|36.33\|35.00\|38948;2026-08-05\|39.23\|8.58\|36.50\|39.30\|36.15\|63022;2026-08-06\|39.13\|-0.25\|38.40\|39.45\|38.06\|38501;2026-08-07\|39.39\|0.66\|38.68\|39.94\|38.26\|55126;2026-08-10\|39.30\|-0.23\|39.59\|40.19\|38.76\|43303;2026-08-11\|38.17\|-2.88\|39.25\|39.25\|37.95\|47744;2026-08-12\|38.66\|1.28\|38.50\|39.37\|38.13\|37693;2026-08-13\|38.89\|0.59\|39.14\|41.95\|38.66\|73454;2026-08-14\|40.05\|2.98\|39.10\|40.30\|38.90\|51883;2026-08-17\|41.08\|2.57\|40.05\|41.22\|39.50\|48501;2026-08-18\|42.21\|2.75\|42.88\|44.87\|42.02\|91797;2026-08-19\|39.45\|-6.54\|41.02\|42.58\|39.31\|61842;2026-08-20\|38.97\|-1.22\|41.04\|41.20\|38.60\|42449;2026-08-21\|38.79\|-0.46\|38.26\|39.58\|37.88\|49956;2026-08-24\|37.87\|-2.37\|38.45\|38.76\|36.80\|44637;2026-08-25\|37.83\|-0.11\|37.53\|38.08\|36.51\|32990;2026-08-26\|37.96\|0.34\|37.70\|38.34\|37.37\|24996;2026-08-27\|39.62\|4.37\|38.49\|40.15\|37.72\|42114;2026-08-28\|39.58\|-0.10\|39.60\|40.17\|39.00\|37036;2026-08-31\|40.20\|1.57\|38.58\|40.46\|38.56\|29770;2026-09-01\|39.00\|-2.99\|40.00\|40.28\|38.86\|26956;2026-09-02\|38.40\|-1.54\|38.41\|38.75\|38.08\|15904;2026-09-03\|37.70\|-1.52\|38.76\|38.86\|36.86\|23475;2026-09-04\|36.27\|-3.79\|37.90\|38.21\|35.69\|37759;2026-09-07\|37.00\|2.01\|36.51\|37.20\|36.13\|29714;2026-09-08\|36.60\|-1.08\|36.91\|37.25\|36.42\|20276;2026-09-09\|36.69\|0.25\|36.89\|37.39\|36.35\|20806;2026-09-10\|36.37\|-0.87\|36.38\|36.77\|36.10\|15700;2026-09-11\|35.55\|-2.25\|36.01\|36.01\|34.75\|22402
117890	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：LongCat-2.0依赖国产先进制程与封装产能，带动晶圆厂及封测厂扩产，精密洗净服务需求同步提升；涨停缘由：公司为光刻涂胶显影设备提供精密洗净服务，拟收购江苏富乐华切入半导体基板业务，直接受益于国产AI芯片制造扩产周期；资金逻辑：半导体设备配套服务股受涨价与资本开支双轮驱动，近20家半导体公司集体涨价强化盈利改善预期；风险提示：收购事项尚在推进中，整合效果与协同效应存在不确定性	1、泛半导体领域设备精密洗净服务提供商，公司拟购买江苏富乐华半导体科技股份有限公司100%股权； 2、公司为光刻环节的溶胶显影、涂胶等设备提供精密洗净服务	2026-05-08\|44.96\|-5.72\|46.26\|46.50\|44.05\|236819;2026-05-11\|49.07\|9.14\|46.71\|50.88\|46.32\|375508;2026-05-12\|48.82\|-0.51\|48.50\|49.99\|48.01\|227021;2026-05-13\|49.49\|1.37\|48.80\|50.30\|47.89\|244019;2026-05-14\|49.09\|-0.81\|50.50\|51.40\|48.96\|232976;2026-05-15\|54.18\|10.37\|49.35\|57.54\|49.30\|439946;2026-05-18\|51.28\|-5.35\|51.52\|53.22\|50.30\|339948;2026-05-19\|52.24\|1.87\|50.11\|52.74\|48.60\|266161;2026-05-20\|52.37\|0.25\|51.62\|52.80\|50.60\|262445;2026-05-21\|49.90\|-4.72\|52.13\|55.30\|49.78\|325259;2026-05-22\|50.40\|1.00\|49.95\|51.30\|48.40\|283712;2026-05-25\|49.19\|-2.40\|48.81\|50.06\|47.20\|265464;2026-05-26\|46.79\|-4.88\|49.01\|49.25\|45.90\|205223;2026-05-27\|44.98\|-3.87\|46.67\|47.56\|44.79\|185001;2026-05-28\|44.68\|-0.67\|44.40\|45.09\|43.45\|157131;2026-05-29\|41.25\|-7.68\|44.71\|44.99\|40.90\|162149;2026-06-01\|40.07\|-2.86\|41.20\|41.35\|39.80\|122494;2026-06-02\|43.21\|7.84\|40.01\|44.09\|39.40\|236283;2026-06-03\|43.45\|0.56\|43.99\|46.50\|42.97\|236282;2026-06-04\|43.01\|-1.01\|43.17\|43.85\|42.76\|131378;2026-06-05\|42.25\|-1.77\|42.64\|44.03\|41.65\|111186;2026-06-08\|39.78\|-5.85\|40.60\|41.39\|39.28\|122216;2026-06-09\|43.57\|9.53\|40.57\|44.57\|39.40\|203600;2026-06-10\|43.65\|0.18\|42.67\|44.74\|42.35\|168402;2026-06-11\|42.97\|-1.56\|43.11\|44.20\|42.52\|153392;2026-06-12\|43.92\|2.21\|44.18\|46.56\|43.16\|200258;2026-06-15\|45.22\|2.96\|44.30\|45.78\|43.84\|188926;2026-06-16\|46.08\|1.90\|45.03\|46.36\|44.23\|266285;2026-06-17\|49.20\|6.77\|45.51\|49.66\|45.20\|379355;2026-06-18\|51.28\|4.23\|49.96\|52.34\|48.08\|351871;2026-06-22\|50.90\|-0.74\|55.00\|55.28\|50.50\|389055;2026-06-23\|52.52\|3.18\|50.18\|54.50\|50.01\|277520;2026-06-24\|54.74\|4.23\|52.50\|56.40\|52.12\|314098;2026-06-25\|54.70\|-0.07\|55.00\|56.00\|51.77\|281569;2026-06-26\|53.76\|-1.72\|53.55\|56.75\|52.58\|273587;2026-06-29\|54.62\|1.60\|54.00\|57.14\|48.92\|420818;2026-06-30\|61.24\|12.12\|54.91\|61.60\|54.30\|517288;2026-07-01\|63.74\|4.08\|59.00\|66.30\|58.50\|429308;2026-07-02\|57.00\|-10.57\|60.14\|61.48\|56.30\|300674;2026-07-03\|52.61\|-7.70\|56.25\|57.00\|52.50\|251423;2026-07-06\|51.48\|-2.15\|53.49\|53.88\|50.60\|173112;2026-07-07\|51.45\|-0.06\|50.74\|52.81\|50.00\|148295;2026-07-08\|49.42\|-3.95\|51.19\|51.88\|47.00\|166014;2026-07-09\|50.45\|2.08\|50.42\|51.98\|47.79\|208554;2026-07-10\|46.33\|-8.17\|51.40\|52.07\|46.30\|302711;2026-07-13\|42.93\|-7.34\|44.53\|46.44\|42.77\|193148;2026-07-14\|42.40\|-1.23\|43.56\|43.96\|40.88\|148893;2026-07-15\|42.50\|0.24\|42.83\|43.70\|40.77\|167751;2026-07-16\|39.25\|-7.65\|41.00\|43.20\|38.78\|221126;2026-07-17\|35.31\|-10.04\|38.60\|39.35\|35.11\|184367;2026-07-20\|31.77\|-10.03\|36.05\|36.48\|30.68\|249175;2026-07-21\|34.35\|8.12\|32.13\|34.36\|29.80\|238587;2026-07-22\|32.57\|-5.18\|33.55\|35.10\|32.41\|210042;2026-07-23\|31.38\|-3.65\|32.46\|32.88\|31.18\|142043;2026-07-24\|31.71\|1.05\|30.82\|32.66\|30.60\|148277;2026-07-27\|31.77\|0.19\|31.71\|32.22\|29.80\|204872;2026-07-28\|30.81\|-3.02\|32.34\|33.00\|30.50\|292729;2026-07-29\|30.17\|-2.08\|30.60\|30.87\|28.08\|257522;2026-07-30\|28.58\|-5.27\|29.78\|30.20\|28.14\|185975;2026-07-31\|29.64\|3.71\|30.60\|31.52\|29.54\|226662;2026-08-03\|28.74\|-3.04\|29.34\|29.85\|28.58\|142397;2026-08-04\|32.91\|14.75\|29.00\|33.75\|28.75\|276169;2026-08-05\|33.73\|2.49\|32.57\|34.16\|32.17\|255213;2026-08-06\|33.77\|0.12\|33.06\|34.31\|32.56\|191260;2026-08-07\|34.85\|3.20\|33.61\|35.39\|33.19\|205483;2026-08-10\|35.03\|0.52\|34.85\|35.34\|34.42\|159433;2026-08-11\|34.81\|-0.63\|34.48\|35.60\|34.26\|156178;2026-08-12\|35.52\|2.04\|35.18\|35.98\|35.06\|152139;2026-08-13\|34.54\|-2.76\|36.00\|36.16\|34.48\|169936;2026-08-14\|35.54\|2.90\|35.01\|35.64\|34.71\|135305;2026-08-17\|37.50\|5.51\|35.88\|37.89\|35.55\|204215;2026-08-18\|37.32\|-0.48\|37.30\|37.81\|36.77\|145822;2026-08-19\|34.71\|-6.99\|36.28\|36.87\|34.51\|167317;2026-08-20\|34.66\|-0.14\|35.40\|35.56\|34.36\|104104;2026-08-21\|34.96\|0.87\|34.59\|35.41\|34.01\|91651;2026-08-24\|35.90\|2.69\|35.21\|37.53\|34.89\|201521;2026-08-25\|35.08\|-2.28\|34.85\|35.40\|33.50\|169564;2026-08-26\|36.04\|2.74\|34.80\|36.68\|34.20\|168211;2026-08-27\|38.20\|5.99\|36.22\|38.50\|35.86\|223742;2026-08-28\|40.78\|6.75\|38.00\|41.98\|38.00\|298737;2026-08-31\|41.63\|2.08\|40.15\|42.00\|39.87\|210484;2026-09-01\|39.88\|-4.20\|41.57\|41.90\|39.60\|219561;2026-09-02\|39.29\|-1.48\|39.50\|40.88\|39.10\|160732;2026-09-03\|38.66\|-1.60\|39.80\|39.96\|38.25\|143583;2026-09-04\|37.34\|-3.41\|39.40\|40.58\|37.04\|179335;2026-09-07\|40.54\|8.57\|37.95\|40.87\|37.80\|212781;2026-09-08\|40.98\|1.09\|41.67\|43.33\|40.90\|278091;2026-09-09\|40.70\|-0.68\|40.98\|42.01\|40.01\|211165;2026-09-10\|44.35\|8.97\|40.61\|44.98\|40.09\|351049;2026-09-11\|43.33\|-2.30\|43.98\|44.30\|42.49\|280828
117889	美团发布基于国产算力训练的万亿参数大模型	洁净室+风幕机龙头+免费通风设计 1、据2025年12月5日互动易，公司有空调机组相关产品可以用于洁净室。 2、据2026年1月13日证券时报网，公司宣布面向全国用户免费提供通风方案设计服务，由资深设计师一对一出具定制化方案，属行业首创，强化“专业服务”标签。 3、据2025年4月25日公告，公司主营新风系统、风幕机及除湿、制冷、空调等家用电器，产品线已扩至数千型号，2025年继续推进渠道下沉与电商拓展。	国内室内通风行业龙头；公司有空调机组相关产品可以用于洁净室	2026-05-08\|56.74\|0.50\|56.08\|57.70\|55.80\|14277;2026-05-11\|57.81\|1.89\|56.90\|59.60\|55.17\|28551;2026-05-12\|58.10\|0.50\|57.26\|59.59\|57.25\|13953;2026-05-13\|57.15\|-1.64\|58.05\|58.28\|56.84\|12656;2026-05-14\|53.46\|-6.46\|57.14\|57.50\|53.45\|13584;2026-05-15\|52.93\|-0.99\|53.65\|54.14\|52.40\|10615;2026-05-18\|52.12\|-1.53\|52.94\|53.07\|51.63\|10548;2026-05-19\|54.75\|5.05\|52.32\|57.99\|52.13\|19989;2026-05-20\|54.56\|-0.35\|54.60\|54.92\|53.28\|9972;2026-05-21\|52.27\|-4.20\|55.13\|55.20\|52.15\|10929;2026-05-22\|52.07\|-0.38\|52.79\|53.39\|51.50\|8208;2026-05-25\|49.70\|-4.55\|51.90\|53.30\|49.26\|10378;2026-05-26\|48.47\|-2.47\|49.37\|49.97\|47.72\|8156;2026-05-27\|46.82\|-3.40\|46.78\|49.64\|46.31\|12337;2026-05-28\|48.38\|3.33\|47.02\|49.00\|46.21\|10237;2026-05-29\|45.42\|-5.53\|48.41\|48.41\|45.00\|9423;2026-06-01\|45.79\|0.81\|45.38\|46.66\|45.13\|9013;2026-06-02\|45.40\|-0.85\|45.38\|46.07\|43.90\|11623;2026-06-03\|44.06\|-2.95\|45.39\|45.84\|43.31\|10011;2026-06-04\|45.12\|2.41\|44.12\|46.80\|44.12\|14362;2026-06-05\|44.65\|-1.04\|45.13\|46.01\|43.60\|8977;2026-06-08\|44.66\|0.02\|44.65\|46.19\|43.62\|11198;2026-06-09\|45.73\|2.40\|44.79\|46.90\|43.94\|12865;2026-06-10\|43.46\|-4.96\|45.32\|45.65\|42.71\|9177;2026-06-11\|42.58\|-2.02\|43.46\|43.88\|41.61\|9481;2026-06-12\|44.76\|5.12\|43.18\|45.98\|42.50\|16694;2026-06-15\|44.01\|-1.68\|44.88\|45.48\|43.51\|11566;2026-06-16\|45.30\|2.93\|44.10\|45.62\|42.60\|13231;2026-06-17\|45.21\|-0.20\|45.57\|45.95\|44.26\|11801;2026-06-18\|44.68\|-1.17\|44.79\|45.64\|44.17\|8248;2026-06-22\|43.84\|-1.88\|44.68\|44.87\|42.36\|7539;2026-06-23\|45.02\|2.69\|43.48\|45.10\|43.40\|8889;2026-06-24\|44.39\|-1.40\|45.08\|46.22\|42.82\|14563;2026-06-25\|42.54\|-4.17\|45.09\|45.09\|41.51\|14125;2026-06-26\|43.47\|2.19\|41.94\|45.99\|41.20\|20416;2026-06-29\|43.70\|0.53\|43.00\|45.54\|42.00\|17697;2026-06-30\|49.11\|12.38\|43.81\|50.50\|42.72\|32897;2026-07-01\|51.70\|5.27\|50.00\|53.00\|48.06\|26869;2026-07-02\|50.57\|-2.19\|50.73\|53.22\|50.12\|15676;2026-07-03\|53.55\|5.89\|51.01\|58.00\|50.59\|23817;2026-07-06\|54.20\|1.21\|52.69\|55.33\|52.69\|16649;2026-07-07\|48.51\|-10.50\|54.22\|54.30\|48.16\|21196;2026-07-08\|48.78\|0.56\|48.46\|49.48\|46.99\|13507;2026-07-09\|47.50\|-2.62\|48.01\|50.00\|45.60\|14696;2026-07-10\|48.61\|2.34\|47.35\|50.48\|46.62\|14237;2026-07-13\|46.16\|-5.04\|48.72\|51.79\|46.15\|15091;2026-07-14\|43.89\|-4.92\|46.29\|47.65\|42.50\|12375;2026-07-15\|44.80\|2.07\|44.00\|45.49\|43.10\|8225;2026-07-16\|45.11\|0.69\|44.89\|46.50\|43.31\|7464;2026-07-17\|41.48\|-8.05\|45.86\|46.86\|41.47\|11039;2026-07-20\|36.38\|-12.30\|38.00\|42.18\|35.12\|21013;2026-07-21\|36.65\|0.74\|36.02\|37.27\|32.08\|19744;2026-07-22\|36.03\|-1.69\|38.31\|38.40\|35.59\|10214;2026-07-23\|38.38\|6.52\|35.77\|38.69\|35.15\|12582;2026-07-24\|38.73\|0.91\|38.40\|40.47\|37.48\|9488;2026-07-27\|39.28\|1.42\|38.80\|39.98\|37.95\|9815;2026-07-28\|38.20\|-2.75\|39.30\|40.30\|38.03\|7100;2026-07-29\|38.22\|0.05\|38.03\|38.59\|37.33\|6832;2026-07-30\|36.71\|-3.95\|37.89\|38.64\|35.81\|10176;2026-07-31\|38.50\|4.88\|37.39\|39.58\|37.28\|9808;2026-08-03\|39.86\|3.53\|37.74\|40.28\|37.74\|9411;2026-08-04\|40.48\|1.56\|39.87\|41.89\|39.51\|9088;2026-08-05\|41.55\|2.64\|40.53\|41.99\|39.66\|7370;2026-08-06\|43.21\|4.00\|41.55\|43.96\|41.34\|8436;2026-08-07\|42.87\|-0.79\|43.00\|44.85\|42.13\|10810;2026-08-10\|43.99\|2.61\|42.79\|44.19\|42.37\|7130;2026-08-11\|42.99\|-2.27\|43.52\|43.98\|42.15\|7230;2026-08-12\|43.55\|1.30\|43.19\|43.60\|42.18\|7358;2026-08-13\|44.11\|1.29\|44.01\|46.05\|43.68\|11537;2026-08-14\|44.03\|-0.18\|44.92\|46.49\|43.41\|16477;2026-08-17\|44.78\|1.70\|43.80\|44.80\|42.71\|10224;2026-08-18\|44.40\|-0.85\|45.03\|45.03\|43.43\|6518;2026-08-19\|41.61\|-6.28\|43.60\|44.55\|41.33\|8374;2026-08-20\|43.88\|5.46\|36.24\|44.37\|36.24\|11743;2026-08-21\|43.98\|0.23\|43.88\|44.11\|42.89\|8776;2026-08-24\|43.83\|-0.34\|44.50\|44.50\|43.10\|5798;2026-08-25\|45.23\|3.19\|44.50\|45.30\|43.21\|6301;2026-08-26\|44.46\|-1.70\|44.98\|45.96\|44.05\|6207;2026-08-27\|43.60\|-1.93\|45.01\|45.01\|42.97\|6865;2026-08-28\|43.96\|0.83\|43.83\|44.60\|43.01\|6921;2026-08-31\|44.20\|0.55\|43.43\|44.48\|43.43\|6387;2026-09-01\|44.31\|0.25\|44.19\|44.95\|43.54\|6649;2026-09-02\|47.35\|6.86\|44.66\|47.85\|43.68\|17065;2026-09-03\|47.95\|1.27\|47.35\|50.58\|47.00\|19489;2026-09-04\|48.36\|0.86\|48.50\|49.60\|47.51\|14178;2026-09-07\|49.44\|2.23\|48.50\|50.18\|47.72\|13477;2026-09-08\|50.88\|2.91\|50.40\|51.35\|49.44\|12166;2026-09-09\|51.64\|1.49\|50.70\|52.80\|50.04\|17197;2026-09-10\|54.70\|5.93\|51.60\|55.88\|51.11\|25721;2026-09-11\|51.65\|-5.58\|54.49\|54.90\|50.90\|20081
117888	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：长鑫科技IPO注册获批叠加KrF光刻胶用树脂百公斤级出货，光刻胶上游材料环节获资金挖掘；涨停缘由：长鑫科技IPO落地强化国产半导体设备材料协同预期；公司KrF光刻胶用PHS树脂已实现量产交付；国产光刻胶供应链自主化进程提速；资金逻辑：材料端资金向细分龙头集中，八亿时空成交额倍增，主力资金持续净流入；风险提示：光刻胶整体国产化率仍低，客户导入周期长，公司营收体量小且盈利波动大，短期业绩难兑现	公司KrF光刻胶用PHS树脂已实现百公斤级的出货量	2026-05-08\|36.10\|-0.77\|36.10\|36.28\|35.66\|42282;2026-05-11\|37.12\|2.83\|36.84\|37.49\|36.20\|69949;2026-05-12\|37.10\|-0.05\|37.03\|37.48\|36.63\|54433;2026-05-13\|38.80\|4.58\|37.46\|38.93\|37.16\|95398;2026-05-14\|37.86\|-2.42\|38.60\|39.45\|37.86\|74484;2026-05-15\|40.35\|6.58\|38.30\|40.66\|37.93\|143413;2026-05-18\|39.41\|-2.33\|39.95\|39.99\|38.50\|118854;2026-05-19\|39.72\|0.79\|39.01\|40.11\|38.38\|88712;2026-05-20\|40.07\|0.88\|39.28\|40.44\|39.01\|81255;2026-05-21\|39.39\|-1.70\|42.95\|44.98\|39.35\|174240;2026-05-22\|40.90\|3.83\|40.04\|41.57\|38.83\|133962;2026-05-25\|42.90\|4.89\|41.60\|43.89\|41.06\|150941;2026-05-26\|44.06\|2.70\|43.00\|44.40\|41.00\|148346;2026-05-27\|44.90\|1.91\|48.00\|48.00\|43.75\|159392;2026-05-28\|48.65\|8.35\|44.77\|48.65\|44.56\|172673;2026-05-29\|42.00\|-13.67\|49.00\|49.30\|41.65\|217699;2026-06-01\|40.50\|-3.57\|41.44\|43.44\|40.42\|122303;2026-06-02\|40.13\|-0.91\|41.00\|41.52\|39.29\|109036;2026-06-03\|38.90\|-3.06\|39.74\|40.49\|38.10\|112420;2026-06-04\|39.70\|2.06\|38.05\|40.42\|38.02\|91760;2026-06-05\|40.20\|1.72\|38.91\|41.49\|37.19\|107970;2026-06-08\|38.13\|-5.15\|38.28\|40.60\|37.80\|76460;2026-06-09\|40.70\|6.74\|38.89\|40.88\|38.09\|93667;2026-06-10\|43.97\|8.03\|39.89\|44.30\|39.71\|144571;2026-06-11\|44.07\|0.23\|43.20\|44.80\|42.22\|112589;2026-06-12\|42.05\|-4.58\|44.99\|45.60\|41.74\|129087;2026-06-15\|43.75\|4.04\|42.71\|44.05\|42.00\|82298;2026-06-16\|45.60\|4.23\|43.80\|46.52\|43.21\|111093;2026-06-17\|45.73\|0.29\|44.10\|46.81\|43.98\|102280;2026-06-18\|45.55\|-0.39\|45.95\|46.27\|44.80\|85476;2026-06-22\|48.50\|6.48\|45.57\|49.40\|45.57\|137066;2026-06-23\|53.93\|11.20\|49.50\|57.46\|48.01\|226462;2026-06-24\|53.60\|-0.61\|54.00\|54.98\|51.27\|167145;2026-06-25\|51.50\|-3.92\|54.00\|54.45\|50.60\|143285;2026-06-26\|51.78\|0.54\|50.30\|54.20\|49.83\|138883;2026-06-29\|55.61\|7.40\|53.78\|56.90\|51.10\|183394;2026-06-30\|62.60\|12.57\|55.99\|63.99\|55.99\|197598;2026-07-01\|64.38\|2.84\|62.80\|65.00\|61.58\|164454;2026-07-02\|57.40\|-10.84\|62.03\|66.66\|57.40\|189093;2026-07-03\|53.80\|-6.27\|57.12\|59.00\|53.80\|149343;2026-07-06\|52.10\|-3.16\|52.83\|54.54\|50.49\|123313;2026-07-07\|52.33\|0.44\|51.11\|53.95\|50.92\|82132;2026-07-08\|50.46\|-3.57\|52.00\|52.79\|48.58\|81272;2026-07-09\|55.79\|10.56\|51.31\|55.86\|51.20\|111686;2026-07-10\|52.30\|-6.26\|56.80\|57.70\|52.30\|117618;2026-07-13\|50.00\|-4.40\|50.88\|54.09\|49.77\|87679;2026-07-14\|48.51\|-2.98\|49.85\|50.84\|44.93\|122478;2026-07-15\|46.60\|-3.94\|48.96\|49.51\|45.45\|83927;2026-07-16\|42.63\|-8.52\|45.66\|47.47\|42.40\|90531;2026-07-17\|38.42\|-9.88\|42.01\|43.43\|38.38\|98637;2026-07-20\|35.70\|-7.08\|39.29\|39.70\|34.44\|119105;2026-07-21\|39.40\|10.36\|36.43\|39.60\|32.23\|118364;2026-07-22\|37.62\|-4.52\|39.49\|40.17\|37.45\|76073;2026-07-23\|37.68\|0.16\|37.11\|39.03\|36.86\|58969;2026-07-24\|36.60\|-2.87\|36.70\|38.04\|36.20\|43897;2026-07-27\|37.82\|3.33\|36.84\|37.99\|35.70\|51464;2026-07-28\|36.16\|-4.39\|37.20\|39.58\|35.91\|66451;2026-07-29\|35.23\|-2.57\|36.12\|36.70\|33.70\|71929;2026-07-30\|33.30\|-5.48\|35.00\|35.43\|33.11\|56883;2026-07-31\|34.68\|4.14\|35.20\|36.88\|34.68\|66439;2026-08-03\|33.38\|-3.75\|34.66\|34.70\|33.15\|54523;2026-08-04\|35.36\|5.93\|33.95\|35.57\|33.42\|52563;2026-08-05\|37.75\|6.76\|35.25\|38.11\|35.03\|69623;2026-08-06\|38.72\|2.57\|37.48\|39.04\|36.80\|57964;2026-08-07\|40.00\|3.31\|38.30\|40.26\|37.66\|65302;2026-08-10\|40.07\|0.17\|39.90\|40.97\|38.80\|59385;2026-08-11\|39.29\|-1.95\|39.53\|40.15\|38.41\|42132;2026-08-12\|40.05\|1.93\|39.08\|40.40\|39.08\|39437;2026-08-13\|39.27\|-1.95\|40.40\|41.17\|39.21\|48928;2026-08-14\|41.46\|5.58\|39.68\|41.52\|39.34\|61825;2026-08-17\|41.20\|-0.63\|41.00\|41.29\|40.01\|75200;2026-08-18\|41.38\|0.44\|41.01\|42.08\|40.43\|74680;2026-08-19\|38.83\|-6.16\|39.88\|41.28\|38.61\|68109;2026-08-20\|38.80\|-0.08\|39.20\|39.98\|38.21\|47383;2026-08-21\|38.72\|-0.21\|38.50\|39.40\|37.51\|39080;2026-08-24\|38.07\|-1.68\|38.50\|38.95\|37.22\|40699;2026-08-25\|38.07\|0.00\|37.55\|38.23\|36.25\|36967;2026-08-26\|37.55\|-1.37\|38.09\|38.20\|36.92\|32243;2026-08-27\|38.70\|3.06\|37.55\|38.85\|37.55\|42018;2026-08-28\|37.51\|-3.07\|38.73\|39.28\|37.50\|42522;2026-08-31\|38.69\|3.15\|37.00\|38.72\|36.68\|45585;2026-09-01\|37.62\|-2.77\|38.97\|39.27\|37.59\|41069;2026-09-02\|36.71\|-2.42\|37.15\|37.28\|36.57\|26644;2026-09-03\|39.98\|8.91\|37.20\|40.58\|36.32\|89104;2026-09-04\|36.65\|-8.33\|40.00\|41.48\|36.17\|112328;2026-09-07\|39.10\|6.68\|37.50\|39.55\|36.48\|93591;2026-09-08\|37.74\|-3.48\|39.00\|39.95\|37.60\|78419;2026-09-09\|40.39\|7.02\|37.74\|41.18\|37.74\|124372;2026-09-10\|38.75\|-4.06\|40.59\|41.05\|38.58\|96413;2026-09-11\|37.54\|-3.12\|38.02\|38.68\|36.01\|76964
117887	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：LongCat-2.0开源及Agentic Coding应用推广带动AI终端设备爆发，快充与电源管理芯片需求同步增长；涨停缘由：公司为国内领先电源管理及信号链芯片供应商，超级快充、锂电池快充芯片已导入多款AI PC及边缘推理终端供应链；资金逻辑：AI终端硬件生态加速成型，资金提前布局上游核心芯片环节，科创芯片ETF换手率7.69%显示交易热度上升；风险提示：AI终端出货量尚未放量，相关业务营收占比低，业绩支撑不足	公司是国内领先的电源管理及信号链芯片供应商，产品包括 DC/DC 芯片、超级快充芯片、锂电池快充芯片等	2026-05-08\|17.76\|-2.04\|17.95\|18.14\|17.55\|180234;2026-05-11\|18.71\|5.35\|18.00\|19.08\|18.00\|188520;2026-05-12\|18.39\|-1.71\|18.70\|18.75\|18.20\|148840;2026-05-13\|18.51\|0.65\|18.43\|18.66\|18.13\|126665;2026-05-14\|18.34\|-0.92\|18.60\|18.76\|18.20\|129240;2026-05-15\|18.25\|-0.49\|18.40\|18.84\|18.00\|137282;2026-05-18\|18.54\|1.59\|18.00\|18.95\|18.00\|131983;2026-05-19\|19.11\|3.07\|18.80\|19.23\|18.32\|136928;2026-05-20\|19.48\|1.94\|18.98\|19.59\|18.90\|136162;2026-05-21\|18.03\|-7.44\|19.77\|19.89\|18.02\|204484;2026-05-22\|18.70\|3.72\|18.18\|18.87\|18.01\|141184;2026-05-25\|19.34\|3.42\|18.85\|19.53\|18.49\|141904;2026-05-26\|18.55\|-4.08\|19.10\|19.26\|18.16\|121996;2026-05-27\|18.20\|-1.89\|18.66\|19.35\|18.07\|142678;2026-05-28\|18.36\|0.88\|18.05\|18.80\|17.83\|120667;2026-05-29\|16.92\|-7.84\|18.63\|18.63\|16.75\|176102;2026-06-01\|16.26\|-3.90\|16.94\|17.03\|16.21\|129681;2026-06-02\|16.14\|-0.74\|16.40\|16.55\|15.84\|128725;2026-06-03\|16.06\|-0.50\|16.09\|16.50\|15.85\|105254;2026-06-04\|15.95\|-0.68\|15.86\|16.31\|15.75\|103323;2026-06-05\|15.69\|-1.63\|15.75\|16.24\|15.25\|119666;2026-06-08\|14.83\|-5.48\|15.16\|15.40\|14.57\|131091;2026-06-09\|15.45\|4.18\|14.88\|15.63\|14.73\|117040;2026-06-10\|15.38\|-0.45\|15.40\|15.95\|15.11\|123007;2026-06-11\|15.58\|1.30\|15.11\|15.78\|15.11\|95252;2026-06-12\|15.15\|-2.76\|15.90\|16.19\|15.12\|115496;2026-06-15\|15.98\|5.48\|15.39\|16.06\|15.20\|107508;2026-06-16\|16.65\|4.19\|16.04\|16.76\|16.03\|119384;2026-06-17\|16.93\|1.68\|16.41\|17.08\|16.25\|96886;2026-06-18\|17.39\|2.72\|16.86\|17.40\|16.79\|107569;2026-06-22\|17.62\|1.32\|17.78\|18.70\|17.11\|186003;2026-06-23\|17.81\|1.08\|17.44\|18.35\|17.33\|138477;2026-06-24\|18.33\|2.92\|17.60\|18.43\|17.34\|159269;2026-06-25\|18.04\|-1.58\|18.33\|18.39\|17.68\|123594;2026-06-26\|17.33\|-3.94\|17.85\|18.01\|17.07\|118023;2026-06-29\|16.96\|-2.13\|17.31\|17.56\|16.02\|138055;2026-06-30\|19.14\|12.85\|16.90\|19.17\|16.73\|211536;2026-07-01\|19.07\|-0.37\|19.02\|19.94\|18.89\|205337;2026-07-02\|18.81\|-1.36\|18.55\|20.03\|18.22\|234335;2026-07-03\|18.51\|-1.59\|19.03\|19.49\|18.42\|172934;2026-07-06\|18.66\|0.81\|18.30\|19.43\|18.00\|177368;2026-07-07\|18.08\|-3.11\|18.50\|18.85\|17.70\|160602;2026-07-08\|18.48\|2.21\|17.99\|18.97\|17.29\|180400;2026-07-09\|18.96\|2.60\|18.49\|19.03\|17.98\|168215;2026-07-10\|18.17\|-4.17\|18.80\|19.47\|18.12\|189488;2026-07-13\|16.69\|-8.15\|17.90\|18.44\|16.58\|197217;2026-07-14\|16.61\|-0.48\|16.68\|17.10\|15.47\|178359;2026-07-15\|15.99\|-3.73\|16.58\|17.04\|15.51\|153538;2026-07-16\|14.90\|-6.82\|15.74\|16.47\|14.80\|205150;2026-07-17\|13.02\|-12.62\|14.70\|14.82\|13.00\|243961;2026-07-20\|11.91\|-8.53\|13.18\|13.38\|11.62\|240530;2026-07-21\|12.94\|8.65\|12.05\|13.02\|11.00\|220776;2026-07-22\|12.68\|-2.01\|12.77\|13.23\|12.58\|146715;2026-07-23\|12.17\|-4.02\|12.77\|12.86\|12.06\|117412;2026-07-24\|12.58\|3.37\|12.00\|13.08\|12.00\|154719;2026-07-27\|12.65\|0.56\|12.46\|12.92\|12.21\|111805;2026-07-28\|12.27\|-3.00\|12.29\|12.76\|12.20\|79498;2026-07-29\|12.35\|0.65\|12.26\|12.50\|11.87\|113899;2026-07-30\|11.83\|-4.21\|12.29\|12.47\|11.68\|112279;2026-07-31\|12.12\|2.45\|12.48\|12.68\|12.10\|121680;2026-08-03\|12.24\|0.99\|12.07\|12.42\|12.00\|84264;2026-08-04\|12.83\|4.82\|12.40\|12.95\|12.27\|98229;2026-08-05\|13.37\|4.21\|12.79\|13.58\|12.78\|109077;2026-08-06\|13.65\|2.09\|13.28\|13.78\|13.21\|97252;2026-08-07\|13.90\|1.83\|13.65\|13.98\|13.30\|97940;2026-08-10\|13.85\|-0.36\|13.98\|14.08\|13.61\|72342;2026-08-11\|13.80\|-0.36\|13.67\|14.03\|13.61\|60270;2026-08-12\|14.06\|1.88\|13.85\|14.09\|13.73\|59793;2026-08-13\|13.60\|-3.27\|14.15\|14.48\|13.60\|79313;2026-08-14\|14.02\|3.09\|13.81\|14.09\|13.64\|70576;2026-08-17\|14.39\|2.64\|14.00\|14.40\|13.88\|82432;2026-08-18\|14.26\|-0.90\|14.38\|14.44\|13.97\|100004;2026-08-19\|13.13\|-7.92\|14.00\|14.09\|13.06\|103495;2026-08-20\|13.48\|2.67\|13.36\|13.89\|13.21\|90764;2026-08-21\|13.81\|2.45\|13.48\|13.98\|13.32\|77867;2026-08-24\|13.77\|-0.29\|13.84\|14.68\|13.50\|148033;2026-08-25\|13.72\|-0.36\|13.50\|13.80\|13.15\|86425;2026-08-26\|13.53\|-1.38\|13.72\|13.82\|13.36\|63521;2026-08-27\|14.43\|6.65\|13.63\|14.47\|13.63\|118865;2026-08-28\|14.46\|0.21\|14.43\|14.73\|14.34\|75272;2026-08-31\|14.31\|-1.04\|13.90\|14.38\|13.80\|128237;2026-09-01\|13.89\|-2.94\|14.27\|14.28\|13.76\|101821;2026-09-02\|13.87\|-0.14\|13.72\|14.25\|13.62\|88019;2026-09-03\|12.87\|-7.21\|13.36\|13.66\|12.75\|180718;2026-09-04\|12.62\|-1.94\|12.93\|13.13\|12.49\|102680;2026-09-07\|12.76\|1.11\|12.75\|12.99\|12.52\|82934;2026-09-08\|12.69\|-0.55\|12.87\|12.95\|12.59\|57829;2026-09-09\|12.54\|-1.18\|12.75\|12.82\|12.39\|58267;2026-09-10\|12.23\|-2.47\|12.39\|12.56\|12.19\|52055;2026-09-11\|11.86\|-3.03\|12.24\|12.24\|11.56\|78947
117886	美团发布基于国产算力训练的万亿参数大模型	干法刻蚀设备+干法去胶+募投完成+北京国资行业原因： 1、据中证报，国际半导体产业协会（SEMI）最新报告显示，2026年第一季度全球半导体设备出货金额达到365.5亿美元，同比增长14%，创下历史最高单季纪录。 2、国信证券指出，全球半导体扩产未见放缓，台积电、美光等头部厂商持续上修资本开支，厂务设备作为晶圆厂建设后置环节，有望在2026-2027年迎来需求集中释放。公司原因： 1、据2026年6月18日公告，公司募集资金已按计划使用完毕，全部募投项目已实施完成，募集资金专户已于近日注销。 2、据2026年6月8日互动易，2025年公司干法去胶设备凭借33.7%的市场占有率位居全球第二，确立了国际领先的行业地位。 3、据2026年6月8日互动易，公司新一代先进干法刻蚀设备RENA-E®已通过关键客户量产验证并获得重复量产订单，先进等离子体表面处理设备Escala®已通过多家关键客户技术验证并实现重复量产订单。 4、据2025年7月3日公告，公司最终控制人为北京经济技术开发区财政国资局，具备国资背景。	2025-07上市	2026-05-08\|24.39\|0.00\|24.30\|24.64\|23.80\|88084;2026-05-11\|25.52\|4.63\|24.81\|25.87\|24.81\|172534;2026-05-12\|25.65\|0.51\|25.60\|26.12\|25.18\|147883;2026-05-13\|25.95\|1.17\|25.21\|26.15\|24.85\|152551;2026-05-14\|25.31\|-2.47\|26.16\|26.18\|25.20\|120399;2026-05-15\|26.05\|2.92\|25.21\|26.80\|24.75\|224537;2026-05-18\|26.19\|0.54\|25.85\|27.03\|25.80\|222402;2026-05-19\|26.87\|2.60\|25.75\|26.88\|25.37\|185308;2026-05-20\|27.87\|3.72\|26.43\|28.07\|26.43\|311822;2026-05-21\|28.19\|1.15\|27.86\|31.69\|27.65\|548951;2026-05-22\|27.96\|-0.82\|28.25\|28.87\|26.98\|333232;2026-05-25\|29.16\|4.29\|27.80\|29.44\|27.05\|362664;2026-05-26\|27.43\|-5.93\|28.50\|28.69\|26.36\|278469;2026-05-27\|25.82\|-5.87\|27.43\|27.57\|25.70\|212779;2026-05-28\|26.46\|2.48\|25.72\|27.34\|25.46\|182723;2026-05-29\|25.43\|-3.89\|26.80\|27.03\|25.13\|204090;2026-06-01\|24.20\|-4.84\|25.70\|25.70\|24.16\|148018;2026-06-02\|24.19\|-0.04\|24.42\|24.80\|23.93\|115272;2026-06-03\|24.82\|2.60\|24.30\|25.27\|24.14\|144702;2026-06-04\|24.87\|0.20\|24.47\|25.18\|24.30\|107519;2026-06-05\|23.90\|-3.90\|24.50\|24.68\|23.40\|128845;2026-06-08\|22.58\|-5.52\|22.83\|23.48\|22.40\|112952;2026-06-09\|24.44\|8.24\|23.07\|24.50\|22.72\|141675;2026-06-10\|24.47\|0.12\|24.10\|24.84\|24.02\|103989;2026-06-11\|25.18\|2.90\|23.90\|25.79\|23.89\|163526;2026-06-12\|25.68\|1.99\|26.43\|28.19\|25.39\|268351;2026-06-15\|27.18\|5.84\|25.90\|27.37\|25.00\|225625;2026-06-16\|26.71\|-1.73\|26.90\|27.16\|26.50\|162051;2026-06-17\|27.56\|3.18\|26.38\|27.69\|26.30\|209406;2026-06-18\|33.07\|19.99\|28.19\|33.07\|28.18\|762147;2026-06-22\|36.15\|9.31\|33.55\|37.68\|33.00\|650606;2026-06-23\|38.18\|5.62\|35.00\|38.59\|34.41\|444329;2026-06-24\|40.48\|6.02\|37.48\|41.16\|36.00\|413972;2026-06-25\|37.18\|-8.15\|40.48\|41.00\|37.00\|445426;2026-06-26\|36.10\|-2.83\|36.82\|37.20\|35.01\|298666;2026-06-29\|38.09\|5.51\|36.73\|40.95\|35.59\|411751;2026-06-30\|43.00\|12.89\|37.71\|44.30\|37.30\|438451;2026-07-01\|43.12\|0.28\|41.65\|43.97\|39.99\|458150;2026-07-02\|40.29\|-6.56\|40.54\|43.60\|38.60\|371865;2026-07-03\|42.63\|5.81\|39.33\|43.99\|37.11\|535699;2026-07-06\|37.43\|-12.20\|41.70\|41.77\|35.17\|530070;2026-07-07\|36.49\|-2.51\|35.71\|38.30\|35.55\|258143;2026-07-08\|35.04\|-3.97\|35.97\|37.42\|34.02\|648806;2026-07-09\|37.57\|7.22\|36.30\|38.88\|35.62\|1341060;2026-07-10\|36.58\|-2.64\|38.00\|40.44\|36.45\|1150269;2026-07-13\|32.49\|-11.18\|35.05\|36.71\|31.96\|915756;2026-07-14\|35.19\|8.31\|33.00\|37.20\|32.60\|691356;2026-07-15\|33.87\|-3.75\|37.88\|38.10\|33.00\|634961;2026-07-16\|31.89\|-5.85\|32.00\|33.65\|30.61\|479960;2026-07-17\|27.68\|-13.20\|31.01\|32.17\|27.60\|568875;2026-07-20\|24.77\|-10.51\|28.83\|28.84\|23.96\|767979;2026-07-21\|29.72\|19.98\|25.27\|29.72\|23.97\|793695;2026-07-22\|29.41\|-1.04\|30.59\|31.50\|29.00\|824415;2026-07-23\|27.57\|-6.26\|30.00\|30.36\|27.01\|437425;2026-07-24\|28.30\|2.65\|27.01\|28.74\|27.01\|551275;2026-07-27\|28.72\|1.48\|27.53\|29.65\|26.50\|575087;2026-07-28\|25.89\|-9.85\|28.45\|28.54\|25.45\|491712;2026-07-29\|24.78\|-4.29\|25.89\|26.46\|23.20\|593743;2026-07-30\|22.56\|-8.96\|25.00\|25.30\|22.44\|462656;2026-07-31\|23.30\|3.28\|24.93\|25.88\|23.15\|559320;2026-08-03\|21.48\|-7.81\|22.98\|23.19\|21.44\|517591;2026-08-04\|22.99\|7.03\|21.66\|23.29\|21.27\|500746;2026-08-05\|25.18\|9.53\|23.00\|25.72\|22.88\|569659;2026-08-06\|25.89\|2.82\|24.60\|26.80\|24.48\|482006;2026-08-07\|26.66\|2.97\|25.65\|26.93\|25.55\|391042;2026-08-10\|27.51\|3.19\|26.80\|27.59\|26.45\|396253;2026-08-11\|26.81\|-2.54\|27.00\|27.69\|26.23\|358011;2026-08-12\|27.00\|0.71\|27.10\|27.66\|26.60\|293769;2026-08-13\|26.09\|-3.37\|27.31\|27.60\|26.03\|436165;2026-08-14\|26.47\|1.46\|26.33\|26.93\|25.93\|263142;2026-08-17\|27.40\|3.51\|26.26\|27.40\|26.25\|290123;2026-08-18\|27.33\|-0.26\|27.40\|27.77\|26.58\|267391;2026-08-19\|24.60\|-9.99\|26.48\|26.85\|24.35\|410946;2026-08-20\|24.21\|-1.59\|25.05\|25.18\|23.80\|284927;2026-08-21\|24.33\|0.50\|24.01\|24.87\|23.97\|189644;2026-08-24\|23.30\|-4.23\|24.31\|24.50\|22.86\|295612;2026-08-25\|22.89\|-1.76\|22.90\|23.23\|22.03\|274206;2026-08-26\|23.92\|4.50\|22.86\|24.40\|22.51\|375511;2026-08-27\|24.73\|3.39\|23.92\|24.85\|23.55\|277111;2026-08-28\|23.98\|-3.03\|24.58\|25.49\|23.98\|293375;2026-08-31\|24.90\|3.84\|23.90\|25.24\|23.80\|392246;2026-09-01\|23.67\|-4.94\|24.87\|24.93\|23.62\|307612;2026-09-02\|23.00\|-2.83\|23.29\|23.33\|22.90\|198543;2026-09-03\|23.02\|0.09\|23.33\|23.39\|22.75\|170216;2026-09-04\|22.02\|-4.34\|23.33\|23.44\|21.90\|316017;2026-09-07\|22.93\|4.13\|22.31\|23.12\|22.16\|288765;2026-09-08\|22.52\|-1.79\|22.92\|23.13\|22.43\|210561;2026-09-09\|22.34\|-0.80\|22.75\|22.96\|22.20\|211803;2026-09-10\|22.33\|-0.04\|22.15\|22.69\|22.00\|137905;2026-09-11\|21.85\|-2.15\|21.97\|22.01\|21.01\|355550
117885	美团发布基于国产算力训练的万亿参数大模型	先进封装+AI芯片+转债赎回行业原因：据新华社，5月25日，华为公司发表了韬(τ)定律，提出以“时间缩微”替代“几何缩微”作为半导体发展新原则。预计2026年秋季推出的麒麟芯片将采用基于该定律的逻辑折叠技术以提升性能。华为还预计，到2031年基于韬(τ)定律的高端芯片晶体管密度有望达到1.4纳米制程的同等水平。公司原因： 1、据2026年4月24日业绩说明会，扇出式封装（Fan-out）及 2.5D/3D 封装工艺，相关产品线均已实现通线，基于硅转接板和硅桥方案的 2.5D 产品均实现客户送样，目前正在与部分客户进行产品验证。公司前期已经发布了可转债的募集说明书，募投项目规划的相关产能为 5000 片/月，后续会根据客户需求及国产先进制程产能释放节奏进行扩产。2026 年资本开支规划约 40 亿元，主要投向成熟封装扩产、先进封装产品线等。 2、据2026年4月21日年报，2025年晶圆级封测收入1.95亿元，同比增84.22%，公司全部产品均为FC、SiP、BGA等中高端先进封装，客户结构优化，24家客户销售额超5000万元。 3、据2026年5月22日公告，公司触发“甬矽转债”提前赎回条件，董事会决定行使赎回权。	公司聚焦中高端封装业务，全部产品基本均为QFN/DFN、Hybrid-BGA、WBLGA等中高端先进封装形式，并在系统级封装（SiP）、高密度细间距凸点倒装产品（FC类产品）等先进封装领域具有较为突出的工艺优势和技术先进性	2026-05-08\|48.39\|-3.20\|48.80\|48.97\|47.50\|162946;2026-05-11\|51.29\|5.99\|50.01\|52.26\|49.25\|252123;2026-05-12\|50.59\|-1.36\|51.99\|53.26\|49.60\|257220;2026-05-13\|50.17\|-0.83\|48.99\|50.56\|48.18\|276563;2026-05-14\|51.11\|1.87\|50.10\|52.76\|49.00\|308619;2026-05-15\|50.30\|-1.58\|53.26\|55.60\|49.60\|347956;2026-05-18\|47.50\|-5.57\|50.32\|50.90\|47.02\|357030;2026-05-19\|51.43\|8.27\|47.00\|51.50\|45.68\|358003;2026-05-20\|54.82\|6.59\|51.40\|56.95\|50.61\|376617;2026-05-21\|52.87\|-3.56\|54.83\|58.51\|52.66\|403949;2026-05-22\|56.30\|6.49\|52.87\|57.09\|51.56\|345657;2026-05-25\|67.56\|20.00\|58.20\|67.56\|56.66\|532819;2026-05-26\|75.58\|11.87\|74.88\|78.16\|68.80\|858282;2026-05-27\|68.91\|-8.83\|70.90\|75.13\|68.02\|619496;2026-05-28\|74.11\|7.55\|68.31\|74.88\|66.88\|515125;2026-05-29\|64.05\|-13.57\|72.05\|72.60\|63.78\|472516;2026-06-01\|59.66\|-6.85\|64.95\|65.80\|59.48\|333625;2026-06-02\|60.10\|0.74\|59.66\|62.09\|58.00\|313026;2026-06-03\|60.98\|1.46\|59.00\|64.16\|59.00\|351571;2026-06-04\|63.19\|3.62\|59.04\|63.95\|57.82\|346977;2026-06-05\|57.60\|-8.85\|60.04\|61.40\|57.42\|334650;2026-06-08\|52.58\|-8.72\|52.61\|55.26\|51.79\|289265;2026-06-09\|56.98\|8.37\|54.20\|57.83\|52.30\|400084;2026-06-10\|58.25\|2.23\|56.10\|59.57\|55.34\|361969;2026-06-11\|63.99\|9.85\|58.50\|64.64\|57.80\|497352;2026-06-12\|58.40\|-8.74\|66.00\|66.01\|58.00\|460115;2026-06-15\|63.08\|8.01\|59.60\|63.24\|56.82\|327047;2026-06-16\|64.85\|2.81\|65.00\|69.46\|64.08\|484676;2026-06-17\|69.40\|7.02\|64.53\|72.00\|63.50\|453806;2026-06-18\|72.50\|4.47\|68.40\|74.14\|68.36\|374585;2026-06-22\|71.88\|-0.86\|74.32\|74.99\|67.71\|456310;2026-06-23\|68.98\|-4.03\|69.07\|71.14\|65.87\|326704;2026-06-24\|76.98\|11.60\|68.50\|78.50\|68.19\|461833;2026-06-25\|77.11\|0.17\|78.00\|79.50\|74.66\|397491;2026-06-26\|75.52\|-2.06\|74.50\|80.56\|74.21\|351730;2026-06-29\|84.95\|12.49\|80.58\|87.99\|78.03\|505343;2026-06-30\|96.40\|13.48\|82.87\|97.61\|81.18\|481833;2026-07-01\|91.31\|-5.28\|95.00\|98.00\|90.33\|352575;2026-07-02\|92.99\|1.84\|88.00\|102.56\|86.80\|490316;2026-07-03\|90.00\|-3.22\|90.00\|93.30\|85.09\|354062;2026-07-06\|95.93\|6.59\|95.30\|103.38\|85.18\|501759;2026-07-07\|102.54\|6.89\|93.99\|106.55\|92.52\|444185;2026-07-08\|98.00\|-4.43\|104.00\|104.20\|93.00\|394061;2026-07-09\|114.80\|17.14\|99.30\|117.00\|98.32\|518242;2026-07-10\|107.20\|-6.62\|115.00\|120.80\|106.16\|501930;2026-07-13\|96.00\|-10.45\|104.87\|111.00\|94.53\|466570;2026-07-14\|94.45\|-1.61\|95.88\|97.88\|87.05\|466532;2026-07-15\|85.60\|-9.37\|96.33\|97.30\|85.38\|387271;2026-07-16\|79.00\|-7.71\|81.86\|87.01\|77.88\|332127;2026-07-17\|72.81\|-7.84\|78.99\|82.40\|72.00\|408243;2026-07-20\|71.42\|-1.91\|75.90\|79.50\|68.00\|403673;2026-07-21\|83.20\|16.49\|75.19\|83.97\|66.00\|485820;2026-07-22\|85.03\|2.20\|83.00\|89.93\|81.88\|469158;2026-07-23\|77.00\|-9.44\|86.49\|87.50\|76.00\|420475;2026-07-24\|78.49\|1.94\|74.65\|81.72\|74.65\|306749;2026-07-27\|77.26\|-1.57\|78.53\|80.50\|74.00\|288259;2026-07-28\|68.49\|-11.35\|74.00\|78.23\|67.07\|298146;2026-07-29\|64.34\|-6.06\|68.01\|69.00\|58.16\|436247;2026-07-30\|55.70\|-13.43\|63.00\|63.90\|55.55\|397004;2026-07-31\|58.06\|4.24\|61.88\|63.44\|57.80\|333601;2026-08-03\|51.70\|-10.95\|57.48\|57.83\|51.57\|311003;2026-08-04\|55.58\|7.50\|52.50\|56.60\|51.60\|313186;2026-08-05\|60.77\|9.34\|55.67\|61.27\|55.66\|395989;2026-08-06\|65.59\|7.93\|59.00\|68.38\|58.99\|426474;2026-08-07\|68.96\|5.14\|65.04\|70.22\|64.41\|372541;2026-08-10\|68.10\|-1.25\|69.24\|69.24\|65.74\|271989;2026-08-11\|68.10\|0.00\|67.60\|70.40\|65.81\|275051;2026-08-12\|68.66\|0.82\|68.88\|70.73\|66.22\|274204;2026-08-13\|68.09\|-0.83\|69.76\|72.80\|68.00\|357097;2026-08-14\|67.99\|-0.15\|68.99\|69.69\|66.00\|274826;2026-08-17\|73.91\|8.71\|67.57\|74.46\|67.50\|365964;2026-08-18\|73.40\|-0.69\|72.86\|74.83\|71.50\|310205;2026-08-19\|64.50\|-12.13\|69.59\|71.88\|63.91\|338468;2026-08-20\|64.61\|0.17\|65.88\|66.99\|63.40\|220945;2026-08-21\|64.88\|0.42\|64.00\|66.96\|62.53\|183459;2026-08-24\|63.24\|-2.53\|64.60\|65.14\|60.81\|165611;2026-08-25\|61.61\|-2.58\|61.93\|63.08\|58.50\|194355;2026-08-26\|61.35\|-0.42\|62.00\|62.99\|60.00\|180279;2026-08-27\|63.99\|4.30\|62.37\|65.10\|60.76\|219662;2026-08-28\|62.67\|-2.06\|63.93\|65.88\|62.64\|188954;2026-08-31\|64.27\|2.55\|60.93\|64.64\|60.60\|172824;2026-09-01\|61.34\|-4.56\|64.49\|64.49\|60.70\|157608;2026-09-02\|59.56\|-2.90\|59.95\|60.50\|58.90\|146647;2026-09-03\|61.44\|3.16\|60.50\|63.24\|60.20\|203891;2026-09-04\|58.60\|-4.62\|62.67\|63.95\|57.77\|206799;2026-09-07\|60.91\|3.94\|60.46\|61.99\|59.02\|167888;2026-09-08\|60.70\|-0.34\|61.60\|63.24\|59.70\|186908;2026-09-09\|59.30\|-2.31\|61.39\|61.98\|59.10\|149803;2026-09-10\|58.88\|-0.71\|58.99\|60.22\|58.01\|121593;2026-09-11\|57.53\|-2.29\|58.00\|58.44\|55.10\|161470
117884	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：LongCat-2.0验证国产算力可行性，加速Chiplet与先进封装产业化进程，激光贴片设备需求明确提升；涨停缘由：公司光通讯贴片机已切入半导体贴装领域，用于Chiplet封装中的芯片贴合，适配国产AI芯片高密度互连工艺需求；资金逻辑：先进封装（886009）指数持续走强，叠加半导体涨价与资本开支上修，设备类标的获资金回补；风险提示：半导体贴装设备收入占比较小，客户验证及订单落地进度存在不确定性	1、国内领先的精密激光焊接设备及自动化解决方案供应商，产品广泛应用于动力电池、汽车制造等制造业领域，客户群体覆盖包括宁德时代、国轩高科等； 2、公司光通讯贴片机以光通讯贴装切入半导体贴装，用于半导体行业贴装芯片，主要用于先进封装	2026-05-08\|28.70\|-1.17\|28.90\|29.24\|28.37\|144549;2026-05-11\|29.71\|3.52\|28.70\|29.93\|28.58\|198169;2026-05-12\|29.45\|-0.88\|29.66\|30.08\|28.99\|159952;2026-05-13\|29.59\|0.48\|29.50\|29.79\|29.06\|132118;2026-05-14\|29.34\|-0.84\|29.67\|30.18\|28.39\|224246;2026-05-15\|28.65\|-2.35\|29.31\|30.05\|28.34\|212015;2026-05-18\|29.17\|1.81\|28.45\|29.64\|28.25\|153506;2026-05-19\|30.40\|4.22\|29.17\|30.47\|28.12\|220194;2026-05-20\|30.49\|0.30\|30.14\|31.18\|30.00\|173655;2026-05-21\|29.67\|-2.69\|31.10\|32.41\|29.40\|274664;2026-05-22\|31.21\|5.19\|29.95\|31.46\|29.75\|226769;2026-05-25\|32.57\|4.36\|31.50\|33.58\|30.60\|316425;2026-05-26\|30.68\|-5.80\|32.33\|32.33\|29.71\|325665;2026-05-27\|30.70\|0.07\|31.11\|32.38\|30.15\|259020;2026-05-28\|30.66\|-0.13\|30.30\|31.00\|29.60\|232018;2026-05-29\|27.66\|-9.78\|30.68\|30.77\|27.39\|317244;2026-06-01\|26.08\|-5.71\|27.50\|28.00\|26.00\|200925;2026-06-02\|25.68\|-1.53\|26.10\|26.34\|25.02\|220978;2026-06-03\|25.93\|1.57\|25.60\|26.96\|25.41\|208596;2026-06-04\|26.10\|0.66\|25.26\|26.40\|25.06\|169528;2026-06-05\|26.82\|2.76\|26.03\|28.27\|24.66\|282878;2026-06-08\|25.66\|-4.33\|25.34\|26.92\|25.31\|188421;2026-06-09\|26.90\|4.83\|26.06\|27.36\|25.56\|203434;2026-06-10\|25.97\|-3.46\|26.50\|26.88\|25.43\|166030;2026-06-11\|25.82\|-0.58\|25.70\|26.66\|25.30\|165236;2026-06-12\|25.28\|-2.09\|26.27\|27.00\|25.08\|208332;2026-06-15\|27.70\|9.57\|25.50\|27.79\|25.25\|259346;2026-06-16\|28.77\|3.86\|27.78\|29.46\|27.69\|206656;2026-06-17\|29.22\|1.56\|28.42\|29.88\|28.33\|207112;2026-06-18\|29.45\|0.79\|29.13\|29.82\|28.95\|180482;2026-06-22\|28.93\|-1.77\|29.50\|30.21\|27.80\|249997;2026-06-23\|28.80\|-0.45\|28.58\|29.71\|27.65\|216259;2026-06-24\|28.64\|-0.56\|28.21\|28.84\|27.62\|171510;2026-06-25\|29.08\|1.54\|28.95\|29.45\|28.00\|238630;2026-06-26\|28.62\|-1.58\|28.71\|29.87\|28.10\|253050;2026-06-29\|27.20\|-4.96\|28.56\|29.72\|26.38\|332975;2026-06-30\|30.90\|13.60\|27.22\|30.96\|27.01\|407835;2026-07-01\|30.19\|-2.30\|30.93\|31.36\|29.80\|272565;2026-07-02\|28.78\|-4.67\|29.53\|30.35\|28.45\|229775;2026-07-03\|27.47\|-4.55\|28.90\|28.95\|27.46\|218460;2026-07-06\|27.01\|-1.67\|27.68\|28.28\|26.09\|240511;2026-07-07\|26.78\|-0.85\|27.20\|27.71\|26.26\|184369;2026-07-08\|25.09\|-6.31\|26.80\|27.18\|24.73\|214863;2026-07-09\|25.09\|0.00\|25.33\|25.60\|23.90\|209864;2026-07-10\|23.45\|-6.54\|24.91\|26.10\|23.38\|268448;2026-07-13\|21.40\|-8.74\|23.07\|23.36\|21.37\|205753;2026-07-14\|21.22\|-0.84\|21.46\|21.58\|20.35\|185455;2026-07-15\|20.76\|-2.17\|21.39\|21.71\|20.59\|157322;2026-07-16\|19.48\|-6.17\|20.41\|20.73\|19.29\|173136;2026-07-17\|18.46\|-5.24\|19.77\|19.78\|18.31\|186743;2026-07-20\|17.24\|-6.61\|18.65\|18.73\|16.81\|214489;2026-07-21\|18.20\|5.57\|17.31\|18.33\|16.22\|213945;2026-07-22\|17.48\|-3.96\|17.90\|18.32\|17.37\|145915;2026-07-23\|18.01\|3.03\|17.42\|18.10\|17.38\|126257;2026-07-24\|17.41\|-3.33\|17.82\|17.98\|17.30\|92615;2026-07-27\|18.10\|3.96\|17.50\|18.26\|17.20\|100981;2026-07-28\|17.67\|-2.38\|17.80\|18.33\|17.59\|90329;2026-07-29\|18.04\|2.09\|17.68\|18.20\|17.17\|125662;2026-07-30\|18.14\|0.55\|17.90\|18.37\|17.48\|158348;2026-07-31\|18.46\|1.76\|18.70\|19.02\|18.40\|148598;2026-08-03\|18.60\|0.76\|18.26\|18.72\|18.26\|88100;2026-08-04\|19.12\|2.80\|18.70\|19.26\|18.55\|101833;2026-08-05\|19.80\|3.56\|19.00\|20.05\|18.96\|153340;2026-08-06\|19.59\|-1.06\|19.60\|20.02\|19.33\|111601;2026-08-07\|20.08\|2.50\|19.61\|20.18\|19.38\|120620;2026-08-10\|19.96\|-0.60\|20.27\|20.27\|19.75\|92755;2026-08-11\|19.67\|-1.45\|19.99\|20.08\|19.67\|89375;2026-08-12\|19.97\|1.53\|19.57\|20.04\|19.57\|78205;2026-08-13\|19.77\|-1.00\|20.17\|20.45\|19.71\|96577;2026-08-14\|20.32\|2.78\|19.83\|20.40\|19.80\|108531;2026-08-17\|20.85\|2.61\|20.33\|20.87\|20.17\|80556;2026-08-18\|20.76\|-0.43\|20.78\|21.31\|20.59\|112606;2026-08-19\|19.26\|-7.23\|20.40\|20.65\|19.18\|140767;2026-08-20\|19.46\|1.04\|19.55\|19.78\|19.22\|89799;2026-08-21\|19.81\|1.80\|19.33\|19.97\|19.08\|82981;2026-08-24\|20.12\|1.56\|19.98\|20.48\|19.66\|132160;2026-08-25\|20.09\|-0.15\|19.80\|20.10\|19.40\|107115;2026-08-26\|20.37\|1.39\|20.78\|21.00\|20.28\|154826;2026-08-27\|20.81\|2.16\|20.35\|20.93\|20.16\|139277;2026-08-28\|21.17\|1.73\|20.69\|21.99\|20.63\|170560;2026-08-31\|21.41\|1.13\|21.00\|21.49\|20.90\|89294;2026-09-01\|20.86\|-2.57\|21.35\|21.39\|20.84\|102102;2026-09-02\|20.70\|-0.77\|20.62\|20.81\|20.28\|69194;2026-09-03\|21.11\|1.98\|20.78\|21.34\|20.52\|92368;2026-09-04\|21.07\|-0.19\|21.24\|21.69\|20.95\|102681;2026-09-07\|21.15\|0.38\|21.21\|21.42\|21.06\|70687;2026-09-08\|20.66\|-2.32\|21.22\|21.34\|20.58\|88260;2026-09-09\|20.77\|0.53\|20.71\|21.24\|20.63\|82870;2026-09-10\|20.39\|-1.83\|20.81\|20.87\|20.35\|71134;2026-09-11\|19.98\|-2.01\|20.08\|20.26\|19.56\|103819
117883	美团发布基于国产算力训练的万亿参数大模型	可转债发行+AI算力电源+芯片 1、据2026年6月16日公告，公司拟向不特定对象发行可转换公司债券，募集资金投向包括面向AI算力与数据中心的高压大电流DC-DC电源芯片、多相电源管理芯片等项目，产品可为GPU、AI加速芯片及智算中心供电。 2、据2026年6月11日互动易，在AI数据中心领域，公司正积极开发高性能多相控制器、DrMOS及大电流DC-DC等产品；公司已布局驱动控制器及模块电源等产品，用于高性能计算二次电源及AI光互联领域。 3、据2025年半年报及2025年年报，公司是国内领先的电源及电池管理芯片厂商，在有线充电管理芯片领域市场份额位居第一，并持续向汽车电子、工业及智能算力领域拓展。	公司是国内领先的模拟和嵌入式芯片设计企业之一，主营业务为模拟与嵌入式芯片的研发、设计和销售，专注于电源及电池管理领域，为客户提供端到端的完整解决方案	2026-05-08\|43.22\|-1.50\|43.02\|44.00\|41.61\|158084;2026-05-11\|46.30\|7.13\|43.22\|46.82\|43.01\|206355;2026-05-12\|45.42\|-1.90\|46.00\|46.44\|44.80\|129912;2026-05-13\|45.89\|1.03\|44.48\|46.45\|43.58\|117633;2026-05-14\|47.20\|2.85\|46.76\|49.70\|46.15\|230917;2026-05-15\|45.73\|-3.11\|47.62\|48.00\|45.18\|141002;2026-05-18\|44.65\|-2.36\|45.11\|46.07\|44.25\|92641;2026-05-19\|46.06\|3.16\|44.68\|46.17\|42.97\|106473;2026-05-20\|48.00\|4.21\|45.60\|49.27\|45.31\|190656;2026-05-21\|44.38\|-7.54\|48.68\|49.09\|44.25\|138437;2026-05-22\|45.33\|2.14\|44.41\|45.79\|44.26\|87541;2026-05-25\|49.29\|8.74\|45.28\|49.99\|44.38\|218230;2026-05-26\|47.09\|-4.46\|49.70\|49.80\|45.68\|149292;2026-05-27\|45.65\|-3.06\|47.10\|48.38\|45.38\|131263;2026-05-28\|46.46\|1.77\|45.65\|47.81\|44.81\|125513;2026-05-29\|42.00\|-9.60\|47.44\|47.77\|41.68\|173162;2026-06-01\|41.03\|-2.31\|42.65\|43.58\|40.80\|109538;2026-06-02\|39.86\|-2.85\|40.51\|42.24\|39.80\|88162;2026-06-03\|42.00\|5.37\|40.47\|43.78\|40.20\|155154;2026-06-04\|43.26\|3.00\|41.20\|44.11\|40.38\|122730;2026-06-05\|41.75\|-2.93\|42.20\|43.27\|40.65\|99193;2026-06-08\|39.25\|-5.99\|39.85\|41.26\|38.70\|104673;2026-06-09\|43.95\|11.97\|40.03\|44.40\|39.42\|164582;2026-06-10\|41.86\|-4.76\|43.12\|43.57\|40.88\|107336;2026-06-11\|41.25\|-1.46\|41.40\|43.14\|40.60\|127181;2026-06-12\|40.28\|-2.35\|42.00\|42.45\|39.80\|153118;2026-06-15\|43.89\|8.96\|40.58\|44.30\|40.42\|150414;2026-06-16\|52.67\|20.00\|44.28\|52.67\|44.01\|393193;2026-06-17\|53.90\|2.34\|50.80\|55.30\|50.26\|327593;2026-06-18\|53.68\|-0.41\|52.68\|56.01\|52.57\|287941;2026-06-22\|52.99\|-1.29\|55.00\|55.50\|51.00\|205155;2026-06-23\|53.75\|1.43\|52.25\|57.30\|50.78\|233605;2026-06-24\|54.25\|0.93\|53.60\|55.35\|52.46\|178830;2026-06-25\|52.96\|-2.38\|53.40\|54.79\|52.70\|147358;2026-06-26\|50.26\|-5.10\|52.17\|53.08\|49.49\|199480;2026-06-29\|49.62\|-1.27\|50.59\|51.73\|47.10\|169232;2026-06-30\|56.49\|13.85\|49.19\|56.52\|48.79\|282858;2026-07-01\|52.44\|-7.17\|55.93\|57.72\|51.33\|254924;2026-07-02\|50.00\|-4.65\|50.51\|53.55\|49.15\|205303;2026-07-03\|48.06\|-3.88\|49.67\|50.22\|47.80\|146745;2026-07-06\|46.05\|-4.18\|48.49\|48.82\|44.89\|175081;2026-07-07\|45.24\|-1.76\|46.01\|46.83\|44.53\|111224;2026-07-08\|46.60\|3.01\|45.79\|47.79\|42.95\|170762;2026-07-09\|47.36\|1.63\|46.60\|47.78\|45.30\|159092;2026-07-10\|44.27\|-6.52\|47.10\|47.88\|44.17\|164937;2026-07-13\|42.80\|-3.32\|44.00\|46.20\|42.13\|152502;2026-07-14\|42.34\|-1.07\|43.00\|44.28\|40.40\|155503;2026-07-15\|40.10\|-5.29\|42.79\|43.23\|39.78\|151403;2026-07-16\|38.60\|-3.74\|39.98\|41.80\|38.00\|157697;2026-07-17\|35.21\|-8.78\|38.49\|38.53\|35.01\|180662;2026-07-20\|34.32\|-2.53\|36.82\|36.85\|33.05\|188662;2026-07-21\|36.10\|5.19\|34.62\|36.30\|32.10\|147934;2026-07-22\|34.57\|-4.24\|35.83\|36.80\|34.38\|121597;2026-07-23\|33.36\|-3.50\|34.80\|35.10\|33.20\|83369;2026-07-24\|35.70\|7.01\|33.00\|35.74\|32.69\|163719;2026-07-27\|35.46\|-0.67\|35.00\|35.46\|34.00\|99023;2026-07-28\|33.60\|-5.25\|34.85\|35.08\|33.25\|76763;2026-07-29\|34.40\|2.38\|33.60\|35.08\|33.17\|93036;2026-07-30\|33.16\|-3.60\|33.90\|34.40\|32.49\|83201;2026-07-31\|34.06\|2.71\|34.70\|35.68\|34.06\|96056;2026-08-03\|33.78\|-0.82\|33.86\|34.40\|33.40\|58405;2026-08-04\|34.90\|3.32\|34.00\|35.46\|33.70\|76204;2026-08-05\|36.20\|3.72\|34.92\|36.95\|34.85\|102093;2026-08-06\|35.88\|-0.88\|35.73\|36.77\|35.35\|82105;2026-08-07\|35.95\|0.20\|35.82\|36.30\|35.03\|88417;2026-08-10\|36.32\|1.03\|36.19\|36.65\|34.90\|111785;2026-08-11\|36.72\|1.10\|35.78\|37.65\|35.78\|108391;2026-08-12\|36.45\|-0.74\|36.80\|37.11\|36.30\|71593;2026-08-13\|35.94\|-1.40\|36.78\|37.63\|35.91\|91909;2026-08-14\|36.80\|2.39\|36.25\|37.07\|35.73\|67343;2026-08-17\|38.75\|5.30\|36.71\|39.11\|36.52\|114189;2026-08-18\|38.82\|0.18\|37.20\|39.37\|36.55\|149943;2026-08-19\|35.05\|-9.71\|37.85\|38.56\|34.87\|117270;2026-08-20\|36.43\|3.94\|35.63\|38.05\|35.15\|115769;2026-08-21\|36.11\|-0.88\|36.32\|37.72\|35.78\|68313;2026-08-24\|34.85\|-3.49\|35.91\|36.10\|33.90\|75490;2026-08-25\|34.53\|-0.92\|34.57\|34.86\|33.64\|51029;2026-08-26\|34.24\|-0.84\|34.54\|34.97\|33.90\|41140;2026-08-27\|37.62\|9.87\|34.20\|38.00\|34.20\|152524;2026-08-28\|36.45\|-3.11\|37.62\|37.80\|36.12\|80158;2026-08-31\|37.33\|2.41\|36.17\|37.72\|35.73\|62652;2026-09-01\|36.15\|-3.16\|37.30\|37.30\|35.56\|89292;2026-09-02\|34.87\|-3.54\|35.81\|35.92\|34.50\|79888;2026-09-03\|34.61\|-0.75\|35.23\|35.30\|34.20\|48097;2026-09-04\|34.65\|0.12\|34.98\|36.73\|34.36\|84605;2026-09-07\|34.77\|0.35\|34.96\|35.08\|34.30\|56087;2026-09-08\|33.76\|-2.90\|34.68\|34.68\|33.66\|64576;2026-09-09\|33.36\|-1.18\|33.99\|34.34\|32.87\|57343;2026-09-10\|32.21\|-3.45\|33.00\|33.55\|31.95\|89002;2026-09-11\|31.90\|-0.96\|31.88\|32.29\|30.08\|124904
117882	美团发布基于国产算力训练的万亿参数大模型	MCU涨价+高速光模块MCU 1、据2026年6月22日互动易，公司持续跟踪CPO共封装光学前沿技术，CPO光引擎所需MCU与现有800G/1.6T可插拔光模块主控MCU核心技术基础相近，公司依托现有技术储备具备适配开发能力。 2、据2026年6月15日互动易，公司N32H493系列MCU在算力中心高速光模块领域，主要用于800G/1.6T等高速光模块，承担控制、监控、协议处理等功能，目前正在推进客户导入验证工作。 3、据2026年6月2日互动易，受AI算力需求拉动及上游成本上行，MCU行业已出现普遍涨价，公司于今年4月起对芯片产品进行合理调价，芯片销量一季度同比实现增长；据2025年年度报告，公司深耕MCU自主研发二十余年，是国内MCU领域核心厂商，业务覆盖消费电子、工业控制、汽车电子等，并前瞻布局AI与边缘计算、机器人等新兴赛道。	公司是国内专业从事超大规模信息安全芯片和通讯芯片产品以及整体解决方案的IC公司；与IBM合作共同打造EDA（电子设计自动化）云平台	2026-05-08\|25.59\|3.44\|24.40\|25.60\|24.16\|835770;2026-05-11\|25.24\|-1.37\|25.34\|25.90\|25.00\|734744;2026-05-12\|25.03\|-0.83\|25.10\|25.90\|24.84\|609149;2026-05-13\|25.93\|3.60\|24.60\|26.35\|24.51\|763058;2026-05-14\|25.25\|-2.62\|26.00\|26.93\|25.25\|721338;2026-05-15\|24.90\|-1.39\|25.34\|25.91\|24.67\|603396;2026-05-18\|27.64\|11.00\|25.56\|27.84\|25.05\|1229554;2026-05-19\|28.39\|2.71\|26.97\|28.50\|26.13\|1097841;2026-05-20\|27.91\|-1.69\|28.57\|29.15\|27.70\|782217;2026-05-21\|26.06\|-6.63\|28.05\|28.27\|25.90\|889064;2026-05-22\|26.31\|0.96\|26.26\|26.91\|25.88\|549242;2026-05-25\|26.47\|0.61\|26.01\|26.68\|25.36\|689534;2026-05-26\|26.00\|-1.78\|26.20\|26.69\|24.80\|731357;2026-05-27\|24.97\|-3.96\|25.89\|26.24\|24.61\|580369;2026-05-28\|24.90\|-0.28\|24.70\|25.15\|24.13\|427927;2026-05-29\|22.97\|-7.75\|24.91\|24.93\|22.79\|594401;2026-06-01\|22.65\|-1.39\|23.60\|24.29\|22.63\|399842;2026-06-02\|23.38\|3.22\|22.65\|23.65\|21.82\|506250;2026-06-03\|24.70\|5.65\|23.40\|25.98\|23.40\|822113;2026-06-04\|24.19\|-2.06\|24.28\|25.09\|24.05\|436403;2026-06-05\|23.52\|-2.77\|23.81\|24.50\|23.00\|458695;2026-06-08\|21.49\|-8.63\|22.44\|22.76\|21.22\|419371;2026-06-09\|22.77\|5.96\|22.01\|23.00\|21.37\|419935;2026-06-10\|21.71\|-4.66\|22.32\|22.85\|21.42\|306784;2026-06-11\|22.56\|3.92\|21.70\|22.98\|21.52\|512081;2026-06-12\|21.47\|-4.83\|22.96\|23.54\|21.33\|513996;2026-06-15\|22.22\|3.49\|21.65\|22.23\|21.19\|346276;2026-06-16\|23.12\|4.05\|22.26\|23.50\|22.00\|458520;2026-06-17\|23.15\|0.13\|22.61\|23.44\|22.60\|327684;2026-06-18\|23.33\|0.78\|23.20\|23.77\|22.83\|387657;2026-06-22\|23.10\|-0.99\|23.31\|23.98\|22.22\|450465;2026-06-23\|26.73\|15.71\|23.06\|27.72\|22.88\|1649366;2026-06-24\|25.78\|-3.55\|26.00\|26.07\|24.83\|1146499;2026-06-25\|29.03\|12.61\|25.73\|30.00\|25.50\|1577524;2026-06-26\|28.11\|-3.17\|28.46\|29.72\|28.05\|961212;2026-06-29\|27.53\|-2.06\|28.43\|29.22\|26.18\|878672;2026-06-30\|31.35\|13.88\|27.41\|31.80\|26.71\|1338463;2026-07-01\|30.75\|-1.91\|31.88\|33.51\|30.32\|1192490;2026-07-02\|30.38\|-1.20\|29.50\|33.00\|28.80\|1065541;2026-07-03\|29.05\|-4.38\|30.00\|30.38\|28.68\|696673;2026-07-06\|28.36\|-2.38\|29.39\|30.06\|27.58\|631331;2026-07-07\|27.54\|-2.89\|28.08\|28.52\|26.70\|525075;2026-07-08\|27.06\|-1.74\|27.54\|28.22\|25.75\|568874;2026-07-09\|27.65\|2.18\|27.60\|27.83\|26.40\|549929;2026-07-10\|25.59\|-7.45\|27.70\|28.64\|25.58\|801312;2026-07-13\|23.64\|-7.62\|25.15\|25.64\|23.45\|558147;2026-07-14\|23.50\|-0.59\|23.70\|23.92\|22.01\|490808;2026-07-15\|22.42\|-4.60\|23.99\|24.50\|22.25\|455953;2026-07-16\|21.11\|-5.84\|22.11\|22.64\|20.95\|498326;2026-07-17\|19.24\|-8.86\|20.90\|21.93\|19.20\|810347;2026-07-20\|17.56\|-8.73\|19.65\|19.78\|16.92\|701289;2026-07-21\|18.66\|6.26\|17.79\|18.71\|16.00\|675362;2026-07-22\|18.16\|-2.68\|18.32\|18.98\|18.07\|522076;2026-07-23\|17.82\|-1.87\|18.04\|18.39\|17.60\|360777;2026-07-24\|17.27\|-3.09\|17.47\|17.99\|17.27\|342262;2026-07-27\|17.68\|2.37\|17.30\|17.69\|16.74\|300682;2026-07-28\|16.84\|-4.75\|17.35\|17.74\|16.75\|337544;2026-07-29\|16.75\|-0.53\|16.84\|16.93\|16.03\|391308;2026-07-30\|15.84\|-5.43\|16.53\|16.69\|15.70\|387873;2026-07-31\|16.19\|2.21\|16.83\|17.38\|16.16\|601957;2026-08-03\|16.42\|1.42\|16.19\|16.63\|16.08\|351384;2026-08-04\|18.10\|10.23\|16.71\|18.14\|16.42\|598728;2026-08-05\|18.48\|2.10\|17.50\|18.66\|17.50\|732284;2026-08-06\|18.82\|1.84\|18.20\|19.33\|18.05\|629188;2026-08-07\|19.31\|2.60\|18.79\|19.42\|18.37\|523046;2026-08-10\|19.17\|-0.72\|19.41\|19.90\|18.87\|342447;2026-08-11\|19.90\|3.81\|19.00\|20.40\|18.90\|541932;2026-08-12\|20.08\|0.90\|20.12\|21.10\|19.91\|691850;2026-08-13\|19.56\|-2.59\|20.39\|20.39\|19.55\|485237;2026-08-14\|19.69\|0.66\|19.89\|19.95\|19.25\|308949;2026-08-17\|20.56\|4.42\|19.71\|20.68\|19.51\|432793;2026-08-18\|20.78\|1.07\|20.50\|21.29\|20.31\|456821;2026-08-19\|19.37\|-6.79\|20.16\|20.59\|19.31\|411671;2026-08-20\|19.19\|-0.93\|19.68\|19.75\|18.98\|291349;2026-08-21\|19.41\|1.15\|19.01\|19.71\|18.96\|230955;2026-08-24\|19.72\|1.60\|19.49\|20.88\|19.41\|587871;2026-08-25\|20.22\|2.54\|19.42\|20.44\|19.00\|468413;2026-08-26\|20.16\|-0.30\|20.19\|20.53\|19.87\|402595;2026-08-27\|20.47\|1.54\|20.05\|20.59\|19.88\|414789;2026-08-28\|20.29\|-0.88\|20.29\|20.76\|20.21\|326363;2026-08-31\|20.85\|2.76\|19.97\|20.90\|19.85\|380062;2026-09-01\|21.11\|1.25\|20.87\|21.77\|20.80\|422544;2026-09-02\|20.94\|-0.81\|21.35\|21.58\|20.68\|356600;2026-09-03\|20.61\|-1.58\|21.16\|21.18\|20.40\|284287;2026-09-04\|19.94\|-3.25\|20.75\|20.98\|19.75\|334635;2026-09-07\|20.12\|0.90\|20.22\|20.25\|19.99\|238066;2026-09-08\|19.85\|-1.34\|20.01\|20.47\|19.75\|240931;2026-09-09\|19.63\|-1.11\|19.95\|20.41\|19.51\|278029;2026-09-10\|19.64\|0.05\|19.42\|19.97\|19.32\|184926;2026-09-11\|19.30\|-1.73\|19.31\|19.44\|18.83\|239595
117881	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：万亿参数模型依赖高质量国产芯片，EDA工具与晶圆级测试设备成为流片良率保障关键，公司技术壁垒凸显；涨停缘由：公司为集成电路EDA软件与晶圆级电性测试设备领先供应商，产品已支持多家国产GPU及AI芯片厂商完成高性能芯片验证；资金逻辑：国产替代逻辑从‘能用’迈向‘好用’，EDA等上游工具链获政策与资金双重加持，板块盈利驱动逻辑强化；风险提示：EDA行业客户集中度高，新客户拓展周期长，短期业绩弹性受限	领先的集成电路EDA软件与晶圆级电性测试设备供应商	2026-05-08\|94.66\|2.27\|91.00\|96.32\|90.33\|109014;2026-05-11\|97.09\|2.57\|95.02\|98.33\|92.40\|113982;2026-05-12\|107.50\|10.72\|97.10\|111.56\|96.01\|170040;2026-05-13\|105.88\|-1.51\|105.93\|107.07\|103.00\|118172;2026-05-14\|106.95\|1.01\|109.00\|113.58\|105.97\|115013;2026-05-15\|114.09\|6.68\|109.67\|117.88\|105.00\|171271;2026-05-18\|109.85\|-3.72\|111.50\|116.00\|109.35\|123256;2026-05-19\|108.10\|-1.59\|108.30\|109.00\|104.76\|121262;2026-05-20\|115.38\|6.73\|109.44\|116.58\|108.91\|117420;2026-05-21\|102.16\|-11.46\|115.99\|117.44\|102.00\|158579;2026-05-22\|102.98\|0.80\|104.00\|105.20\|100.00\|115539;2026-05-25\|112.22\|8.97\|103.75\|117.20\|98.02\|173568;2026-05-26\|104.39\|-6.98\|112.00\|114.44\|100.53\|180403;2026-05-27\|100.48\|-3.75\|104.35\|105.20\|99.50\|107143;2026-05-28\|102.52\|2.03\|100.70\|105.30\|97.51\|109711;2026-05-29\|93.51\|-8.79\|102.58\|103.58\|92.78\|120408;2026-06-01\|89.40\|-4.40\|94.90\|95.58\|89.14\|85536;2026-06-02\|88.00\|-1.57\|90.47\|90.67\|87.44\|63152;2026-06-03\|103.68\|17.82\|89.11\|104.39\|88.99\|147156;2026-06-04\|99.90\|-3.65\|99.94\|106.98\|98.89\|125182;2026-06-05\|98.61\|-1.29\|99.00\|104.80\|95.70\|109363;2026-06-08\|95.89\|-2.56\|93.72\|99.26\|92.90\|78462;2026-06-09\|97.34\|1.51\|97.00\|98.20\|94.19\|82595;2026-06-10\|95.88\|-1.50\|96.00\|97.60\|93.78\|65214;2026-06-11\|98.41\|2.64\|95.95\|98.83\|94.80\|95503;2026-06-12\|93.90\|-4.58\|99.63\|101.80\|93.35\|168060;2026-06-15\|98.83\|5.25\|95.78\|99.19\|95.00\|97750;2026-06-16\|95.53\|-3.34\|99.74\|99.99\|95.31\|91560;2026-06-17\|98.65\|3.27\|94.07\|99.46\|93.90\|92028;2026-06-18\|102.50\|3.90\|99.98\|103.69\|97.00\|117198;2026-06-22\|98.10\|-4.29\|102.40\|104.40\|94.69\|147891;2026-06-23\|96.86\|-1.26\|97.49\|100.30\|95.00\|97404;2026-06-24\|104.86\|8.26\|96.92\|106.00\|93.71\|150539;2026-06-25\|100.72\|-3.95\|106.66\|108.00\|99.06\|171250;2026-06-26\|106.79\|6.03\|102.33\|108.54\|99.00\|204722;2026-06-29\|103.62\|-2.97\|106.00\|109.99\|95.77\|229029;2026-06-30\|118.05\|13.93\|103.62\|119.88\|100.85\|247576;2026-07-01\|123.21\|4.37\|123.02\|128.77\|118.31\|252453;2026-07-02\|110.90\|-9.99\|117.03\|123.56\|110.00\|183289;2026-07-03\|107.38\|-3.17\|109.35\|111.09\|103.00\|143841;2026-07-06\|111.90\|4.21\|109.32\|115.88\|105.00\|167354;2026-07-07\|114.37\|2.21\|108.68\|115.94\|107.00\|145891;2026-07-08\|106.46\|-6.92\|113.88\|114.70\|101.00\|143116;2026-07-09\|115.07\|8.09\|110.00\|115.60\|106.46\|141898;2026-07-10\|104.43\|-9.25\|117.00\|118.65\|104.11\|163992;2026-07-13\|100.10\|-4.15\|102.20\|108.75\|100.00\|123664;2026-07-14\|95.70\|-4.40\|99.09\|101.90\|91.02\|122322;2026-07-15\|92.84\|-2.99\|96.74\|98.85\|90.80\|93049;2026-07-16\|87.57\|-5.68\|89.67\|93.96\|87.10\|82138;2026-07-17\|77.57\|-11.42\|87.24\|88.26\|76.80\|103976;2026-07-20\|68.35\|-11.89\|79.12\|79.67\|65.53\|149519;2026-07-21\|75.60\|10.61\|69.00\|75.80\|64.01\|132408;2026-07-22\|72.17\|-4.54\|74.69\|75.72\|71.69\|93477;2026-07-23\|69.57\|-3.60\|72.43\|73.30\|68.98\|67062;2026-07-24\|68.50\|-1.54\|68.93\|70.70\|68.01\|55149;2026-07-27\|70.99\|3.63\|69.40\|71.00\|66.67\|64973;2026-07-28\|67.59\|-4.79\|69.40\|73.73\|67.17\|70372;2026-07-29\|67.24\|-0.52\|68.66\|70.22\|63.95\|92704;2026-07-30\|62.36\|-7.26\|66.50\|66.60\|61.65\|92555;2026-07-31\|66.00\|5.84\|66.78\|69.22\|65.82\|100929;2026-08-03\|63.65\|-3.56\|65.67\|67.50\|63.40\|60390;2026-08-04\|67.70\|6.36\|65.51\|68.38\|63.91\|75577;2026-08-05\|71.78\|6.03\|67.30\|73.50\|66.87\|88180;2026-08-06\|71.67\|-0.15\|70.08\|73.10\|69.68\|67275;2026-08-07\|73.76\|2.92\|71.69\|74.27\|71.13\|76800;2026-08-10\|73.20\|-0.76\|74.10\|74.99\|72.09\|56774;2026-08-11\|73.55\|0.48\|73.11\|74.77\|71.81\|51458;2026-08-12\|75.39\|2.50\|73.80\|75.98\|73.15\|57213;2026-08-13\|73.60\|-2.37\|75.99\|77.46\|73.50\|55924;2026-08-14\|74.90\|1.77\|74.98\|75.09\|72.75\|48771;2026-08-17\|81.12\|8.30\|75.27\|81.16\|75.01\|68830;2026-08-18\|79.21\|-2.35\|81.62\|81.70\|77.80\|65287;2026-08-19\|73.32\|-7.44\|77.05\|78.46\|72.69\|63226;2026-08-20\|73.85\|0.72\|74.43\|75.35\|73.00\|46552;2026-08-21\|74.31\|0.62\|73.63\|75.58\|72.65\|40393;2026-08-24\|73.02\|-1.74\|74.29\|74.68\|71.10\|42031;2026-08-25\|72.31\|-0.97\|72.10\|73.30\|69.00\|40735;2026-08-26\|72.25\|-0.08\|72.35\|73.10\|71.21\|41911;2026-08-27\|75.45\|4.43\|72.68\|75.72\|72.11\|55334;2026-08-28\|74.78\|-0.89\|75.80\|77.90\|74.73\|53528;2026-08-31\|79.05\|5.71\|77.51\|79.47\|75.87\|84608;2026-09-01\|76.55\|-3.16\|79.00\|79.30\|75.52\|62187;2026-09-02\|73.95\|-3.40\|75.58\|76.40\|73.87\|43038;2026-09-03\|73.17\|-1.05\|75.24\|75.73\|72.35\|39832;2026-09-04\|70.19\|-4.07\|74.50\|74.95\|69.64\|58338;2026-09-07\|74.62\|6.31\|72.00\|75.16\|70.98\|93363;2026-09-08\|74.85\|0.31\|74.39\|77.69\|74.23\|62665;2026-09-09\|73.83\|-1.36\|74.70\|76.37\|73.30\|50824;2026-09-10\|73.42\|-0.56\|73.77\|74.88\|72.35\|33792;2026-09-11\|72.10\|-1.80\|72.64\|73.10\|69.90\|42034
117880	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：LongCat-2.0实现国产算力全栈训练，验证景宏系列智算模块适配性，加速AI服务器整机方案国产化进程；涨停缘由：公司景宏系列高性能智算模块及整机产品面向AI训练与推理场景研发成功，已适配主流国产NPU平台，具备批量交付能力；资金逻辑：寒武纪市值破万亿带动AI芯片板块情绪，资金向具备整机交付能力的智算硬件厂商集中，国产算力股集体拉升；风险提示：智算模块量产进度及客户采购节奏存在不确定性，需跟踪后续订单公告	公司面向AI训练、AI推理、科学计算等应用领域的景宏系列高性能智算模块及整机产品研发成功，并将尽快面向市场推广	2026-05-08\|66.46\|-1.25\|66.27\|67.39\|65.85\|118392;2026-05-11\|67.49\|1.55\|67.35\|68.27\|67.08\|158729;2026-05-12\|68.57\|1.60\|67.26\|69.85\|65.69\|184254;2026-05-13\|68.31\|-0.38\|67.10\|68.40\|65.80\|179735;2026-05-14\|65.59\|-3.98\|68.31\|68.92\|65.50\|138988;2026-05-15\|64.64\|-1.45\|65.45\|66.99\|64.20\|132455;2026-05-18\|64.90\|0.40\|64.30\|66.10\|64.18\|99857;2026-05-19\|65.11\|0.32\|64.26\|65.23\|62.71\|119357;2026-05-20\|65.19\|0.12\|64.85\|66.16\|64.50\|115332;2026-05-21\|62.30\|-4.43\|66.12\|67.15\|62.25\|171946;2026-05-22\|63.31\|1.62\|62.30\|63.67\|62.27\|107090;2026-05-25\|67.05\|5.91\|63.89\|67.50\|63.61\|191835;2026-05-26\|64.54\|-3.74\|66.50\|66.50\|63.04\|147801;2026-05-27\|63.22\|-2.05\|64.61\|66.45\|63.15\|156781;2026-05-28\|63.31\|0.14\|62.73\|64.60\|61.35\|137111;2026-05-29\|57.87\|-8.59\|63.33\|63.79\|57.68\|179850;2026-06-01\|56.61\|-2.18\|58.37\|58.69\|56.52\|101946;2026-06-02\|55.84\|-1.36\|56.96\|57.18\|54.90\|90189;2026-06-03\|57.68\|3.30\|55.85\|59.98\|55.81\|140203;2026-06-04\|58.13\|0.78\|56.70\|58.70\|56.54\|93959;2026-06-05\|56.37\|-3.03\|57.38\|57.85\|55.80\|96779;2026-06-08\|53.53\|-5.04\|54.52\|55.92\|53.06\|104405;2026-06-09\|54.37\|1.57\|54.33\|54.50\|52.91\|80692;2026-06-10\|53.27\|-2.02\|53.60\|55.60\|52.85\|85219;2026-06-11\|51.60\|-3.13\|52.81\|53.19\|51.12\|96887;2026-06-12\|50.93\|-1.30\|52.90\|53.38\|50.70\|121066;2026-06-15\|53.05\|4.16\|51.28\|53.08\|51.09\|98741;2026-06-16\|53.90\|1.60\|53.00\|54.30\|52.35\|92226;2026-06-17\|53.98\|0.15\|53.09\|54.12\|53.07\|81659;2026-06-18\|55.52\|2.85\|53.51\|56.27\|53.42\|136890;2026-06-22\|55.11\|-0.74\|56.00\|56.30\|53.36\|120958;2026-06-23\|54.75\|-0.65\|54.50\|56.44\|54.11\|117746;2026-06-24\|55.05\|0.55\|54.10\|55.45\|53.50\|98557;2026-06-25\|55.75\|1.27\|54.86\|56.56\|54.00\|160195;2026-06-26\|52.97\|-4.99\|54.81\|54.81\|52.41\|131544;2026-06-29\|53.05\|0.15\|53.00\|54.99\|51.44\|118881;2026-06-30\|60.48\|14.01\|53.00\|61.18\|52.61\|320833;2026-07-01\|59.21\|-2.10\|59.97\|61.66\|58.74\|223236;2026-07-02\|58.80\|-0.69\|58.25\|61.85\|57.00\|208854;2026-07-03\|57.23\|-2.67\|57.73\|59.39\|57.18\|149814;2026-07-06\|58.09\|1.50\|57.26\|59.20\|56.56\|146955;2026-07-07\|58.95\|1.48\|57.77\|60.30\|57.25\|155193;2026-07-08\|61.15\|3.73\|59.02\|61.15\|56.59\|233487;2026-07-09\|62.60\|2.37\|60.51\|63.99\|59.30\|277407;2026-07-10\|63.63\|1.65\|61.90\|65.48\|61.13\|282137;2026-07-13\|59.00\|-7.28\|63.00\|63.81\|58.84\|198130;2026-07-14\|59.71\|1.20\|58.84\|60.88\|57.41\|151096;2026-07-15\|54.81\|-8.21\|59.78\|60.25\|54.80\|179650;2026-07-16\|54.84\|0.05\|53.96\|56.68\|53.59\|116753;2026-07-17\|50.97\|-7.06\|54.42\|54.84\|50.81\|147536;2026-07-20\|51.55\|1.14\|51.55\|51.84\|48.05\|142085;2026-07-21\|53.59\|3.96\|51.56\|53.86\|51.37\|141214;2026-07-22\|53.62\|0.06\|52.95\|54.50\|52.95\|112054;2026-07-23\|51.91\|-3.19\|53.62\|54.09\|51.40\|100204;2026-07-24\|50.61\|-2.50\|51.33\|51.93\|50.61\|80132;2026-07-27\|51.35\|1.46\|50.66\|51.44\|49.38\|71662;2026-07-28\|50.17\|-2.30\|50.33\|51.11\|50.01\|65709;2026-07-29\|51.88\|3.41\|50.28\|52.30\|50.05\|88827;2026-07-30\|52.16\|0.54\|51.66\|52.75\|51.00\|89086;2026-07-31\|52.60\|0.84\|53.65\|54.31\|52.55\|108394;2026-08-03\|52.82\|0.42\|52.01\|53.08\|52.00\|57760;2026-08-04\|53.59\|1.46\|52.88\|54.15\|52.52\|79034;2026-08-05\|53.96\|0.69\|53.98\|54.55\|53.11\|109503;2026-08-06\|53.09\|-1.61\|53.29\|53.87\|52.79\|89814;2026-08-07\|53.18\|0.17\|52.90\|53.43\|52.11\|86450;2026-08-10\|54.09\|1.71\|53.00\|54.99\|52.32\|114614;2026-08-11\|53.12\|-1.79\|53.36\|53.76\|52.80\|71933;2026-08-12\|53.61\|0.92\|53.11\|54.28\|52.80\|87821;2026-08-13\|52.80\|-1.51\|53.61\|54.20\|52.80\|80453;2026-08-14\|52.00\|-1.52\|53.09\|53.13\|51.58\|74695;2026-08-17\|53.23\|2.37\|52.01\|53.26\|51.68\|71640;2026-08-18\|52.28\|-1.78\|53.11\|53.12\|51.61\|77876;2026-08-19\|50.10\|-4.17\|51.36\|51.85\|49.91\|82151;2026-08-20\|50.34\|0.48\|50.50\|50.56\|49.92\|44014;2026-08-21\|50.66\|0.64\|50.00\|51.18\|49.05\|58638;2026-08-24\|49.88\|-1.54\|50.48\|50.58\|49.65\|45008;2026-08-25\|50.27\|0.78\|49.80\|50.53\|49.62\|39141;2026-08-26\|50.48\|0.42\|50.29\|51.06\|50.29\|41564;2026-08-27\|51.02\|1.07\|50.58\|51.08\|50.03\|49724;2026-08-28\|50.94\|-0.16\|51.45\|51.65\|50.86\|50895;2026-08-31\|51.48\|1.06\|50.40\|51.58\|50.22\|50583;2026-09-01\|51.46\|-0.04\|51.51\|51.77\|51.02\|46688;2026-09-02\|50.46\|-1.94\|50.96\|51.25\|50.36\|41428;2026-09-03\|50.42\|-0.08\|50.53\|50.86\|50.01\|36333;2026-09-04\|50.19\|-0.46\|50.69\|51.45\|50.07\|54619;2026-09-07\|49.97\|-0.44\|50.56\|50.73\|49.76\|54682;2026-09-08\|49.40\|-1.14\|49.99\|50.05\|49.33\|51038;2026-09-09\|49.40\|0.00\|49.43\|49.70\|49.18\|32705;2026-09-10\|48.40\|-2.02\|49.09\|49.19\|48.32\|45848;2026-09-11\|47.20\|-2.48\|48.10\|48.35\|46.64\|60061
117879	美团发布基于国产算力训练的万亿参数大模型	一季报扭亏+Micro LED+芯片设计+封装测试行业原因： 1、台积电4月16日法说会上表示，先进封装产能紧张，在努力提升自有产能；同时公司透露正积极推进CoPoS面板级封装研发。 2、据上证报，由于AI对大算力芯片、HBM需求持续强劲，2.5D/3D先进封装产能持续紧缺，供不应求局面将延续至2027年下半年。公司原因： 1、据2026年4月30日一季报，公司一季度营收2.15亿元，同比增长94.91%，归母净利润2368.12万元，同比扭亏为盈。 2、据公司2025年年报，公司围绕Micro LED直显、Mini LED背光及智能照明构建多层次产品矩阵，Mini/Micro LED驱动芯片处于高速增长赛道。 3、据公司2025年年报，公司是一家主要从事集成电路研发设计、封装测试和销售的高新技术企业，一直专注于数模混合及模拟集成电路领域。公司在专注主业的同时较早地布局半导体产业链，与多家上游晶圆供应商形成长期稳定的战略合作关系。公司在Fabless的经营模式上，从2014年开始自建封装测试厂，目前已形成了“设计+封测”一体化的产业协同布局。 3、据2025年5月26日互动易，公司自建山东贞明、铜陵碁明封测产线，形成“设计+封测”一体化布局，保障交付与品质。	公司专注于数模混合及模拟集成电路领域，主要产品包括 LED 显示驱动芯片、LED 照明驱动芯片等	2026-05-08\|62.26\|-2.93\|62.04\|63.15\|61.37\|84412;2026-05-11\|67.84\|8.96\|62.17\|67.84\|62.17\|117653;2026-05-12\|64.45\|-5.00\|67.17\|67.17\|63.63\|87593;2026-05-13\|65.75\|2.02\|62.40\|66.35\|62.00\|72050;2026-05-14\|63.45\|-3.50\|65.88\|65.98\|63.33\|56991;2026-05-15\|63.02\|-0.68\|62.80\|64.85\|61.03\|69134;2026-05-18\|64.03\|1.60\|64.31\|65.86\|61.00\|62734;2026-05-19\|65.66\|2.55\|63.69\|66.19\|61.53\|59834;2026-05-20\|70.55\|7.45\|65.75\|71.98\|65.00\|101546;2026-05-21\|62.25\|-11.76\|72.11\|73.37\|61.60\|99210;2026-05-22\|64.91\|4.27\|63.24\|65.67\|62.20\|63499;2026-05-25\|68.70\|5.84\|65.22\|69.47\|62.90\|72362;2026-05-26\|64.88\|-5.56\|66.64\|67.87\|63.20\|62467;2026-05-27\|65.49\|0.94\|64.72\|68.10\|64.70\|60490;2026-05-28\|69.91\|6.75\|64.58\|70.49\|63.09\|78648;2026-05-29\|62.70\|-10.31\|70.74\|70.74\|62.21\|84747;2026-06-01\|60.05\|-4.23\|62.70\|63.50\|58.80\|54797;2026-06-02\|59.40\|-1.08\|60.00\|61.43\|58.58\|39669;2026-06-03\|58.84\|-0.94\|59.00\|61.19\|57.78\|45156;2026-06-04\|58.30\|-0.92\|57.84\|59.51\|57.20\|34440;2026-06-05\|57.15\|-1.97\|57.20\|59.20\|55.51\|33190;2026-06-08\|55.30\|-3.24\|55.15\|56.55\|54.03\|32436;2026-06-09\|59.10\|6.87\|55.75\|59.46\|55.30\|33300;2026-06-10\|58.30\|-1.35\|58.00\|60.86\|57.75\|33438;2026-06-11\|60.18\|3.22\|58.24\|62.40\|58.20\|36234;2026-06-12\|59.01\|-1.94\|61.88\|63.86\|58.20\|40490;2026-06-15\|61.50\|4.22\|59.27\|61.53\|57.88\|33499;2026-06-16\|64.00\|4.07\|61.20\|65.50\|61.20\|46412;2026-06-17\|65.35\|2.11\|62.90\|66.57\|62.65\|44463;2026-06-18\|72.68\|11.22\|65.00\|72.68\|64.70\|80504;2026-06-22\|71.56\|-1.54\|72.13\|72.50\|68.60\|75962;2026-06-23\|75.60\|5.65\|70.14\|79.88\|68.87\|90836;2026-06-24\|76.62\|1.35\|73.30\|77.66\|72.60\|73642;2026-06-25\|77.25\|0.82\|76.02\|78.60\|74.00\|57076;2026-06-26\|73.62\|-4.70\|75.93\|77.64\|72.72\|59497;2026-06-29\|71.79\|-2.49\|73.25\|76.76\|68.00\|85149;2026-06-30\|81.95\|14.15\|71.49\|83.00\|69.13\|84235;2026-07-01\|83.31\|1.66\|82.00\|88.29\|79.95\|98254;2026-07-02\|79.84\|-4.17\|79.08\|86.88\|77.00\|75335;2026-07-03\|74.99\|-6.07\|80.04\|81.73\|74.86\|65042;2026-07-06\|81.90\|9.21\|75.99\|85.80\|72.00\|83252;2026-07-07\|77.35\|-5.56\|79.21\|81.90\|75.62\|59887;2026-07-08\|76.90\|-0.58\|77.00\|79.90\|72.52\|49857;2026-07-09\|78.69\|2.33\|77.36\|78.80\|73.57\|58016;2026-07-10\|72.86\|-7.41\|78.32\|84.64\|72.77\|82142;2026-07-13\|66.25\|-9.07\|71.09\|73.76\|65.90\|67009;2026-07-14\|68.14\|2.85\|65.59\|68.75\|62.68\|53627;2026-07-15\|66.90\|-1.82\|69.28\|72.68\|65.39\|61426;2026-07-16\|60.97\|-8.86\|66.50\|70.30\|60.00\|55891;2026-07-17\|51.30\|-15.86\|61.27\|61.27\|51.00\|61170;2026-07-20\|47.38\|-7.64\|52.57\|53.90\|45.11\|57842;2026-07-21\|52.30\|10.38\|47.96\|52.39\|42.01\|62148;2026-07-22\|51.61\|-1.32\|50.23\|54.77\|50.23\|50479;2026-07-23\|49.60\|-3.89\|52.64\|52.98\|48.51\|35832;2026-07-24\|49.60\|0.00\|48.80\|50.58\|48.09\|32114;2026-07-27\|49.41\|-0.38\|48.77\|50.16\|46.80\|32019;2026-07-28\|46.97\|-4.94\|49.35\|50.00\|46.46\|35242;2026-07-29\|45.23\|-3.70\|46.30\|47.26\|43.21\|40421;2026-07-30\|42.00\|-7.14\|45.19\|45.19\|41.83\|36826;2026-07-31\|46.00\|9.52\|44.70\|48.87\|44.70\|62644;2026-08-03\|44.36\|-3.57\|46.24\|48.95\|44.03\|45752;2026-08-04\|50.84\|14.61\|44.97\|52.12\|44.25\|58583;2026-08-05\|55.40\|8.97\|50.38\|55.91\|50.38\|62096;2026-08-06\|59.80\|7.94\|55.57\|59.80\|54.51\|58877;2026-08-07\|62.95\|5.27\|59.80\|64.00\|58.72\|62653;2026-08-10\|61.45\|-2.38\|62.99\|63.69\|59.60\|45489;2026-08-11\|62.16\|1.16\|61.36\|62.80\|60.59\|32455;2026-08-12\|63.45\|2.08\|62.37\|64.18\|61.78\|30822;2026-08-13\|62.00\|-2.29\|64.17\|66.56\|61.73\|43208;2026-08-14\|67.30\|8.55\|62.57\|67.56\|62.41\|58239;2026-08-17\|67.18\|-0.18\|66.66\|67.95\|65.02\|71426;2026-08-18\|65.07\|-3.14\|67.18\|67.98\|63.88\|53302;2026-08-19\|59.99\|-7.81\|63.03\|65.00\|59.29\|53866;2026-08-20\|61.70\|2.85\|60.27\|63.66\|58.81\|43687;2026-08-21\|60.52\|-1.91\|62.45\|62.45\|60.16\|30913;2026-08-24\|59.15\|-2.26\|60.33\|60.89\|57.26\|34009;2026-08-25\|58.56\|-1.00\|57.62\|59.30\|55.33\|33230;2026-08-26\|57.79\|-1.31\|58.38\|58.99\|56.90\|26241;2026-08-27\|60.88\|5.35\|58.02\|61.36\|57.57\|35903;2026-08-28\|61.25\|0.61\|60.45\|64.28\|60.45\|48347;2026-08-31\|62.99\|2.84\|60.00\|63.77\|59.40\|36888;2026-09-01\|60.63\|-3.75\|62.37\|63.00\|60.10\|33720;2026-09-02\|59.60\|-1.70\|60.00\|60.56\|59.20\|20022;2026-09-03\|59.55\|-0.08\|60.19\|60.90\|58.62\|22316;2026-09-04\|57.18\|-3.98\|59.99\|61.14\|56.50\|29776;2026-09-07\|58.62\|2.52\|58.18\|59.27\|57.80\|24555;2026-09-08\|57.35\|-2.17\|58.60\|59.11\|57.04\|24795;2026-09-09\|57.20\|-0.26\|57.76\|58.66\|56.60\|22269;2026-09-10\|56.01\|-2.08\|56.63\|57.43\|55.88\|18209;2026-09-11\|55.75\|-0.46\|55.26\|56.45\|53.20\|25079
117878	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：中科飞测4月27日涨停，核心逻辑为HBM3量产带动图形缺陷检测与三维量测设备需求爆发，公司产品已通过多家客户产线验证并批量出货；涨停缘由：公司图形晶圆缺陷检测设备、三维形貌量测设备已成功导入长电科技、通富微电HBM产线，填补国产高端量检测设备空白；英特尔等大厂业绩超预期加速HBM扩产节奏；资金逻辑：主力资金单日净流入1.38亿元，小单资金转为净流入，显示筹码稳定性增强；风险提示：量检测设备验证周期长、客户粘性高，新进厂商替代难度大；行业竞争加剧或压缩毛利空间	公司目前的产品可以满足HBM技术领域对于量检测设备的需求，其中图形晶圆缺陷检测设备、三维形貌量测设备等多个系列产品已成功通过国内多家HBM客户产线验证，实现了批量出货	2026-05-08\|191.30\|-3.38\|196.02\|200.30\|190.00\|53497;2026-05-11\|193.75\|1.28\|195.00\|204.44\|193.00\|88629;2026-05-12\|199.20\|2.81\|193.00\|202.02\|192.29\|92623;2026-05-13\|205.95\|3.39\|195.10\|212.28\|192.34\|89512;2026-05-14\|204.01\|-0.94\|205.90\|211.22\|199.33\|99404;2026-05-15\|207.50\|1.71\|203.80\|217.49\|190.36\|136825;2026-05-18\|202.65\|-2.34\|205.00\|215.40\|199.93\|117628;2026-05-19\|220.50\|8.81\|202.64\|223.00\|195.44\|131173;2026-05-20\|258.94\|17.43\|230.00\|264.60\|230.00\|173247;2026-05-21\|241.61\|-6.69\|258.90\|267.01\|239.87\|184010;2026-05-22\|245.45\|1.59\|243.63\|248.99\|234.00\|139935;2026-05-25\|255.69\|4.17\|244.04\|268.07\|234.11\|151902;2026-05-26\|245.00\|-4.18\|254.88\|255.68\|236.00\|114141;2026-05-27\|234.69\|-4.21\|245.90\|260.66\|231.00\|129725;2026-05-28\|232.70\|-0.85\|233.58\|238.77\|227.24\|90575;2026-05-29\|217.89\|-6.36\|232.70\|233.33\|210.00\|142067;2026-06-01\|202.60\|-7.02\|217.00\|217.43\|201.11\|134533;2026-06-02\|204.82\|1.10\|205.54\|211.98\|200.00\|97107;2026-06-03\|205.56\|0.36\|204.88\|211.88\|201.19\|94688;2026-06-04\|211.08\|2.69\|201.00\|216.20\|200.18\|89153;2026-06-05\|199.98\|-5.26\|207.00\|211.20\|198.00\|87718;2026-06-08\|192.00\|-3.99\|189.99\|199.00\|188.00\|84856;2026-06-09\|203.08\|5.77\|197.76\|204.20\|194.50\|72723;2026-06-10\|203.18\|0.05\|200.49\|209.49\|200.26\|82689;2026-06-11\|212.76\|4.71\|204.62\|216.63\|204.62\|77950;2026-06-12\|226.45\|6.43\|230.01\|245.00\|222.51\|155981;2026-06-15\|235.00\|3.78\|226.45\|235.88\|220.31\|99455;2026-06-16\|241.00\|2.55\|236.47\|242.99\|228.84\|90479;2026-06-17\|251.71\|4.44\|236.10\|254.77\|230.00\|100185;2026-06-18\|252.21\|0.20\|249.17\|256.88\|247.50\|81848;2026-06-22\|268.57\|6.49\|254.00\|275.99\|253.03\|100361;2026-06-23\|275.90\|2.73\|268.00\|287.90\|261.14\|73542;2026-06-24\|312.34\|13.21\|272.90\|314.00\|270.08\|89286;2026-06-25\|332.00\|6.29\|309.22\|341.19\|307.00\|80489;2026-06-26\|355.00\|6.93\|332.00\|372.00\|325.00\|95179;2026-06-29\|376.24\|5.98\|355.00\|378.99\|344.95\|124307;2026-06-30\|430.00\|14.29\|381.00\|434.88\|371.00\|108233;2026-07-01\|422.00\|-1.86\|435.00\|458.98\|406.20\|136739;2026-07-02\|356.00\|-15.64\|405.12\|412.00\|351.33\|199656;2026-07-03\|342.00\|-3.93\|351.08\|358.74\|331.11\|158503;2026-07-06\|343.00\|0.29\|345.83\|353.30\|328.96\|115923;2026-07-07\|356.60\|3.96\|336.97\|365.91\|333.33\|114537;2026-07-08\|408.00\|14.41\|365.00\|422.64\|363.91\|143293;2026-07-09\|446.50\|9.44\|412.30\|448.84\|403.00\|139546;2026-07-10\|422.74\|-5.32\|440.00\|455.00\|414.00\|121500;2026-07-13\|389.99\|-7.75\|410.52\|434.33\|383.00\|131254;2026-07-14\|391.88\|0.48\|390.00\|413.00\|370.00\|126048;2026-07-15\|381.00\|-2.78\|398.00\|408.99\|374.01\|105277;2026-07-16\|350.69\|-7.96\|370.00\|380.96\|347.00\|114416;2026-07-17\|311.19\|-11.26\|348.80\|351.00\|308.00\|145551;2026-07-20\|305.38\|-1.87\|324.87\|338.85\|300.01\|143527;2026-07-21\|366.46\|20.00\|313.01\|366.46\|300.53\|166301;2026-07-22\|357.00\|-2.58\|378.92\|387.32\|352.50\|159819;2026-07-23\|334.34\|-6.35\|360.00\|361.00\|330.01\|118148;2026-07-24\|357.42\|6.90\|327.00\|371.99\|321.11\|130844;2026-07-27\|389.43\|8.96\|348.01\|391.99\|348.01\|141749;2026-07-28\|369.00\|-5.25\|370.00\|399.90\|363.00\|136324;2026-07-29\|360.70\|-2.25\|367.28\|370.98\|329.00\|144697;2026-07-30\|323.15\|-10.41\|349.00\|359.80\|315.00\|150629;2026-07-31\|346.60\|7.26\|368.52\|378.20\|345.00\|138457;2026-08-03\|302.97\|-12.59\|339.54\|343.93\|300.80\|139242;2026-08-04\|317.98\|4.95\|304.49\|325.57\|297.33\|108258;2026-08-05\|341.60\|7.43\|318.23\|346.58\|314.68\|131967;2026-08-06\|345.00\|1.00\|329.01\|356.28\|327.01\|99940;2026-08-07\|351.00\|1.74\|345.67\|359.99\|333.09\|102931;2026-08-10\|362.45\|3.26\|352.00\|371.55\|346.36\|100263;2026-08-11\|348.30\|-3.90\|354.00\|365.59\|343.99\|76640;2026-08-12\|348.05\|-0.07\|348.00\|359.95\|340.14\|77872;2026-08-13\|336.21\|-3.40\|353.86\|358.00\|333.33\|113188;2026-08-14\|324.33\|-3.53\|339.00\|342.00\|315.55\|123978;2026-08-17\|368.70\|13.68\|329.87\|368.70\|324.33\|144280;2026-08-18\|371.96\|0.88\|364.61\|372.60\|358.42\|106198;2026-08-19\|342.00\|-8.05\|360.20\|368.00\|339.12\|103778;2026-08-20\|355.59\|3.97\|348.84\|367.00\|337.77\|105555;2026-08-21\|349.46\|-1.72\|358.93\|358.93\|342.00\|76081;2026-08-24\|349.50\|0.01\|350.08\|364.95\|342.40\|88844;2026-08-25\|338.99\|-3.01\|333.41\|346.90\|327.75\|87600;2026-08-26\|362.00\|6.79\|335.00\|371.95\|333.33\|106204;2026-08-27\|373.71\|3.23\|364.00\|374.60\|353.87\|86473;2026-08-28\|362.66\|-2.96\|369.95\|377.75\|361.13\|67935;2026-08-31\|365.99\|0.92\|355.41\|368.31\|345.01\|64899;2026-09-01\|349.26\|-4.57\|362.06\|366.00\|347.00\|52032;2026-09-02\|337.40\|-3.40\|344.08\|348.00\|333.61\|53968;2026-09-03\|320.87\|-4.90\|339.88\|344.50\|310.99\|88398;2026-09-04\|299.80\|-6.57\|325.65\|327.76\|297.00\|102410;2026-09-07\|314.15\|4.79\|305.00\|315.58\|299.40\|85269;2026-09-08\|315.55\|0.45\|313.00\|329.85\|308.00\|77756;2026-09-09\|309.17\|-2.02\|320.54\|322.00\|306.40\|48413;2026-09-10\|308.79\|-0.12\|308.00\|313.00\|301.00\|44225;2026-09-11\|304.68\|-1.33\|305.02\|306.95\|289.57\|71146
117877	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：公司光刻机平行光源系统已交付用于芯片光刻工序，具备大孔径光学镜头量产能力；涨停缘由：国产光刻机加速突破背景下，核心光学部件供应商迎来战略价值重估；资金逻辑：半导体设备链向高壁垒零部件扩散，次新股叠加技术验证落地获资金快速响应；风险提示：光刻相关业务营收占比小、客户集中度高、研发投入转化周期长	公司已具备提供光刻机配套的大孔径光学镜头的能力；成功开发的光刻机平行光源系统可用于国产光刻机领域配套，并已交付多套系统用于接近式掩膜芯片光刻工序	2026-05-08\|104.05\|-3.73\|105.00\|106.68\|102.88\|61495;2026-05-11\|106.34\|2.20\|104.99\|107.36\|103.47\|59924;2026-05-12\|110.19\|3.62\|105.01\|110.19\|103.47\|94514;2026-05-13\|108.49\|-1.54\|107.06\|109.28\|106.51\|64160;2026-05-14\|103.56\|-4.54\|108.00\|111.00\|103.14\|67547;2026-05-15\|106.49\|2.83\|102.59\|110.88\|99.13\|88690;2026-05-18\|104.70\|-1.68\|104.22\|106.40\|102.20\|44512;2026-05-19\|109.43\|4.52\|103.18\|109.50\|102.00\|75048;2026-05-20\|117.62\|7.48\|109.01\|119.57\|108.50\|142383;2026-05-21\|119.92\|1.96\|117.57\|129.98\|115.68\|171780;2026-05-22\|131.93\|10.02\|118.94\|133.00\|114.32\|172617;2026-05-25\|132.50\|0.43\|127.00\|136.00\|122.53\|133113;2026-05-26\|119.53\|-9.79\|128.08\|128.59\|117.00\|112087;2026-05-27\|108.32\|-9.38\|117.00\|119.00\|108.00\|93335;2026-05-28\|110.00\|1.55\|106.26\|111.88\|105.10\|67256;2026-05-29\|97.00\|-11.82\|110.00\|110.00\|94.50\|100373;2026-06-01\|89.95\|-7.27\|96.19\|96.66\|89.72\|66065;2026-06-02\|90.47\|0.58\|89.98\|91.84\|88.41\|47381;2026-06-03\|92.11\|1.93\|90.90\|96.34\|90.37\|68294;2026-06-04\|95.17\|3.32\|90.60\|95.85\|89.98\|57344;2026-06-05\|95.81\|0.67\|93.00\|98.40\|90.87\|69557;2026-06-08\|87.03\|-9.16\|91.10\|92.83\|86.95\|63738;2026-06-09\|90.82\|4.35\|90.46\|91.81\|87.30\|47384;2026-06-10\|87.61\|-3.53\|89.11\|90.79\|87.00\|41215;2026-06-11\|90.63\|3.45\|86.88\|92.61\|86.10\|52624;2026-06-12\|93.87\|3.58\|92.90\|96.58\|91.10\|71068;2026-06-15\|95.95\|2.22\|92.16\|96.55\|90.01\|71412;2026-06-16\|95.54\|-0.43\|95.14\|96.60\|94.20\|56494;2026-06-17\|100.72\|5.42\|93.80\|101.05\|93.60\|88145;2026-06-18\|101.11\|0.39\|99.00\|102.47\|97.97\|74516;2026-06-22\|87.75\|-13.21\|90.10\|93.00\|83.99\|129103;2026-06-23\|88.15\|0.46\|87.03\|91.66\|84.29\|76019;2026-06-24\|91.92\|4.28\|87.01\|92.11\|86.33\|85721;2026-06-25\|87.60\|-4.70\|91.39\|91.50\|87.27\|72595;2026-06-26\|92.94\|6.10\|86.13\|96.00\|85.80\|112335;2026-06-29\|90.41\|-2.72\|91.90\|95.39\|85.58\|91031;2026-06-30\|103.55\|14.53\|90.68\|104.00\|89.80\|124914;2026-07-01\|121.00\|16.85\|105.62\|124.26\|104.95\|193063;2026-07-02\|112.25\|-7.23\|114.68\|117.00\|110.00\|106071;2026-07-03\|106.54\|-5.09\|113.36\|115.03\|106.20\|70437;2026-07-06\|101.20\|-5.01\|108.00\|109.99\|99.17\|66747;2026-07-07\|97.85\|-3.31\|101.15\|101.18\|95.71\|48206;2026-07-08\|97.72\|-0.13\|98.36\|101.08\|93.00\|54607;2026-07-09\|101.80\|4.18\|98.00\|101.80\|94.81\|64734;2026-07-10\|103.93\|2.09\|102.14\|116.69\|100.80\|108280;2026-07-13\|93.70\|-9.84\|103.16\|105.00\|93.20\|64997;2026-07-14\|91.78\|-2.05\|97.60\|97.65\|87.58\|61790;2026-07-15\|83.38\|-9.15\|92.90\|93.90\|82.59\|63580;2026-07-16\|77.05\|-7.59\|80.90\|82.36\|76.45\|58427;2026-07-17\|67.29\|-12.67\|75.89\|77.00\|67.02\|57685;2026-07-20\|58.53\|-13.02\|69.01\|70.08\|56.78\|73440;2026-07-21\|70.24\|20.01\|61.05\|70.24\|57.01\|93641;2026-07-22\|68.30\|-2.76\|70.27\|71.75\|67.30\|93718;2026-07-23\|67.08\|-1.79\|68.30\|69.01\|65.80\|51460;2026-07-24\|66.33\|-1.12\|66.41\|68.20\|65.12\|45666;2026-07-27\|68.43\|3.17\|66.16\|68.44\|63.98\|53136;2026-07-28\|82.12\|20.01\|82.12\|82.12\|82.12\|45116;2026-07-29\|75.30\|-8.30\|81.30\|81.30\|71.00\|159705;2026-07-30\|66.68\|-11.45\|70.41\|75.27\|66.61\|120751;2026-07-31\|67.40\|1.08\|71.00\|72.30\|67.13\|107535;2026-08-03\|62.88\|-6.71\|66.56\|66.83\|62.33\|78420;2026-08-04\|68.18\|8.43\|64.30\|68.47\|62.60\|87548;2026-08-05\|72.82\|6.81\|67.00\|72.97\|66.66\|91488;2026-08-06\|75.07\|3.09\|70.95\|75.50\|70.81\|87400;2026-08-07\|77.51\|3.25\|74.91\|78.11\|73.71\|78767;2026-08-10\|78.60\|1.41\|77.98\|78.75\|76.20\|65539;2026-08-11\|78.28\|-0.41\|78.00\|80.00\|76.66\|53410;2026-08-12\|81.66\|4.32\|78.99\|82.58\|78.56\|70765;2026-08-13\|79.31\|-2.88\|83.00\|83.12\|79.19\|60403;2026-08-14\|80.58\|1.60\|80.12\|80.88\|78.70\|43471;2026-08-17\|82.63\|2.54\|81.39\|82.63\|80.25\|46655;2026-08-18\|82.55\|-0.10\|82.01\|84.34\|80.88\|54424;2026-08-19\|76.80\|-6.97\|79.79\|81.34\|76.36\|51163;2026-08-20\|76.55\|-0.33\|78.48\|78.51\|75.63\|36386;2026-08-21\|76.80\|0.33\|76.24\|78.87\|74.47\|37567;2026-08-24\|76.55\|-0.33\|78.00\|78.00\|74.61\|43901;2026-08-25\|76.43\|-0.16\|75.55\|76.96\|72.85\|34178;2026-08-26\|76.00\|-0.56\|76.00\|77.50\|74.51\|30231;2026-08-27\|79.85\|5.07\|75.88\|80.48\|75.55\|35167;2026-08-28\|78.98\|-1.09\|79.59\|82.27\|78.88\|35122;2026-08-31\|80.38\|1.77\|77.00\|80.49\|77.00\|29829;2026-09-01\|77.42\|-3.68\|80.91\|82.41\|77.00\|33007;2026-09-02\|77.04\|-0.49\|76.26\|78.43\|75.20\|30587;2026-09-03\|77.33\|0.38\|77.51\|78.28\|75.95\|24007;2026-09-04\|74.18\|-4.07\|77.32\|78.66\|73.60\|32409;2026-09-07\|76.62\|3.29\|74.90\|77.15\|74.00\|32071;2026-09-08\|76.42\|-0.26\|76.29\|77.99\|74.91\|38718;2026-09-09\|75.80\|-0.81\|76.80\|78.43\|75.15\|32708;2026-09-10\|74.46\|-1.77\|74.61\|75.84\|74.21\|19541;2026-09-11\|72.37\|-2.81\|73.49\|74.00\|70.00\|27418
117876	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：灿芯股份4月27日涨停，受益于AI芯片设计公司流片需求集中释放，公司作为境内第二大芯片设计服务商深度绑定中芯国际产能；涨停缘由：公司提供从架构定义到量产的一站式芯片定制服务，已承接多家AI初创企业7nm/5nm流片订单；中芯国际产能利用率回升至95%以上，代工价格稳中有升；资金逻辑：主力资金净流入超6200万元，融资余额单周增长18%，板块内小市值设计服务商弹性最大；风险提示：设计服务毛利率偏低，盈利受项目结构影响大；AI芯片流片失败率较高带来项目回款风险	公司是全球第五、境内第二的芯片设计服务商，与中芯国际已建立长期战略合作关系	2026-05-08\|119.54\|-5.05\|122.22\|123.92\|119.08\|115259;2026-05-11\|123.81\|3.57\|121.55\|126.66\|119.68\|127968;2026-05-12\|121.11\|-2.18\|122.58\|124.71\|117.50\|93538;2026-05-13\|120.48\|-0.52\|118.10\|121.28\|115.18\|84070;2026-05-14\|116.47\|-3.33\|122.96\|124.69\|116.40\|92443;2026-05-15\|112.31\|-3.57\|116.40\|120.26\|110.01\|96038;2026-05-18\|108.10\|-3.75\|111.19\|114.39\|107.00\|97262;2026-05-19\|122.14\|12.99\|109.92\|122.85\|106.88\|157270;2026-05-20\|128.46\|5.17\|122.00\|134.00\|118.41\|195128;2026-05-21\|118.67\|-7.62\|128.43\|130.00\|116.66\|134596;2026-05-22\|122.70\|3.40\|120.09\|125.96\|116.20\|109317;2026-05-25\|133.00\|8.39\|122.50\|138.50\|122.43\|166143;2026-05-26\|125.26\|-5.82\|131.10\|131.98\|121.60\|133737;2026-05-27\|116.00\|-7.39\|127.17\|127.79\|113.62\|127101;2026-05-28\|118.67\|2.30\|113.30\|123.60\|112.00\|109433;2026-05-29\|105.80\|-10.85\|118.40\|118.65\|104.23\|120538;2026-06-01\|98.10\|-7.28\|106.49\|107.82\|98.00\|75564;2026-06-02\|97.45\|-0.66\|98.12\|100.83\|94.33\|65179;2026-06-03\|98.50\|1.08\|98.51\|102.99\|96.80\|66161;2026-06-04\|98.85\|0.36\|96.80\|101.95\|96.00\|58680;2026-06-05\|95.10\|-3.79\|96.50\|101.00\|94.36\|64483;2026-06-08\|90.48\|-4.86\|88.14\|93.76\|88.13\|50068;2026-06-09\|94.94\|4.93\|92.00\|96.45\|91.01\|50411;2026-06-10\|93.50\|-1.52\|93.31\|97.12\|91.01\|40315;2026-06-11\|93.85\|0.37\|91.93\|95.99\|91.93\|37847;2026-06-12\|95.67\|1.94\|96.76\|98.85\|93.23\|50909;2026-06-15\|98.08\|2.52\|95.70\|99.53\|95.00\|62320;2026-06-16\|97.53\|-0.56\|98.08\|99.56\|96.15\|58805;2026-06-17\|100.44\|2.98\|95.58\|101.20\|95.01\|68167;2026-06-18\|106.58\|6.11\|100.13\|108.60\|99.60\|83782;2026-06-22\|101.50\|-4.77\|106.21\|106.66\|98.53\|79094;2026-06-23\|101.55\|0.05\|100.00\|105.28\|97.13\|53541;2026-06-24\|107.62\|5.98\|100.25\|110.78\|98.09\|102105;2026-06-25\|109.60\|1.84\|107.62\|112.49\|101.80\|120340;2026-06-26\|103.00\|-6.02\|106.30\|107.63\|100.80\|85759;2026-06-29\|101.01\|-1.93\|102.10\|105.88\|96.96\|82566;2026-06-30\|115.93\|14.77\|101.86\|116.60\|100.80\|149662;2026-07-01\|110.50\|-4.68\|117.59\|119.16\|109.30\|102621;2026-07-02\|103.82\|-6.05\|108.00\|114.18\|102.10\|81805;2026-07-03\|99.56\|-4.10\|103.00\|105.50\|99.18\|83986;2026-07-06\|97.30\|-2.27\|100.23\|101.50\|93.10\|74734;2026-07-07\|98.37\|1.10\|95.58\|101.56\|94.10\|57105;2026-07-08\|113.98\|15.87\|103.33\|118.04\|103.33\|261287;2026-07-09\|116.05\|1.82\|113.00\|117.00\|106.29\|195540;2026-07-10\|107.51\|-7.36\|117.56\|120.70\|107.51\|123712;2026-07-13\|106.27\|-1.15\|104.20\|111.86\|103.88\|98856;2026-07-14\|103.68\|-2.44\|107.00\|107.99\|96.81\|107811;2026-07-15\|96.49\|-6.93\|104.84\|105.00\|93.82\|95147;2026-07-16\|92.23\|-4.42\|93.60\|99.36\|91.60\|79268;2026-07-17\|77.09\|-16.42\|91.19\|92.09\|76.92\|104305;2026-07-20\|70.06\|-9.12\|78.88\|80.00\|67.49\|90650;2026-07-21\|74.80\|6.77\|72.00\|75.18\|61.10\|99685;2026-07-22\|73.30\|-2.01\|73.00\|76.73\|72.10\|75116;2026-07-23\|68.87\|-6.04\|73.58\|73.89\|68.33\|60591;2026-07-24\|66.83\|-2.96\|66.88\|69.58\|66.83\|47858;2026-07-27\|66.97\|0.21\|66.11\|67.99\|64.38\|50783;2026-07-28\|61.78\|-7.75\|64.98\|67.43\|61.30\|57805;2026-07-29\|60.68\|-1.78\|63.00\|63.00\|57.00\|61130;2026-07-30\|56.63\|-6.67\|61.24\|64.36\|56.58\|67545;2026-07-31\|59.90\|5.77\|61.50\|63.42\|59.89\|65565;2026-08-03\|58.00\|-3.17\|59.29\|60.44\|57.11\|41207;2026-08-04\|61.25\|5.60\|58.06\|61.97\|57.94\|50800;2026-08-05\|64.60\|5.47\|61.15\|65.09\|60.45\|67628;2026-08-06\|65.80\|1.86\|63.58\|66.81\|62.88\|65762;2026-08-07\|68.35\|3.88\|65.99\|68.70\|64.44\|71108;2026-08-10\|67.45\|-1.32\|68.17\|68.40\|65.92\|54465;2026-08-11\|66.80\|-0.96\|65.95\|67.95\|65.65\|38021;2026-08-12\|68.50\|2.54\|66.58\|68.80\|66.20\|46073;2026-08-13\|67.65\|-1.24\|69.54\|70.28\|67.50\|48217;2026-08-14\|68.96\|1.94\|68.88\|69.29\|67.10\|36371;2026-08-17\|71.17\|3.20\|68.99\|71.32\|68.09\|43760;2026-08-18\|69.97\|-1.69\|70.18\|71.44\|68.28\|43477;2026-08-19\|63.63\|-9.06\|67.78\|68.89\|63.30\|54450;2026-08-20\|64.02\|0.61\|64.63\|65.59\|63.35\|37439;2026-08-21\|64.50\|0.75\|63.66\|65.77\|62.64\|29773;2026-08-24\|63.02\|-2.29\|65.10\|65.32\|61.29\|31440;2026-08-25\|63.46\|0.70\|62.50\|63.76\|60.22\|27470;2026-08-26\|63.50\|0.06\|62.88\|64.00\|61.63\|27157;2026-08-27\|66.88\|5.32\|63.50\|67.22\|63.44\|47606;2026-08-28\|64.51\|-3.54\|66.14\|67.50\|64.41\|37741;2026-08-31\|66.89\|3.69\|63.04\|67.12\|63.04\|40808;2026-09-01\|64.52\|-3.54\|66.89\|66.99\|64.33\|31355;2026-09-02\|63.89\|-0.98\|63.57\|64.37\|63.04\|24195;2026-09-03\|63.50\|-0.61\|64.60\|64.61\|62.52\|22371;2026-09-04\|61.20\|-3.62\|63.89\|64.73\|60.63\|31303;2026-09-07\|62.50\|2.12\|61.58\|63.20\|61.16\|24626;2026-09-08\|61.70\|-1.28\|62.20\|63.71\|61.50\|23393;2026-09-09\|61.02\|-1.10\|61.97\|63.56\|60.69\|21739;2026-09-10\|60.41\|-1.00\|60.47\|61.90\|59.52\|23636;2026-09-11\|58.91\|-2.48\|59.90\|60.18\|57.18\|27289
117875	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：台积电先进制程代工全线涨价，公司依托苹果链检测技术向半导体测试设备延伸，切入晶圆厂验证环节；涨停缘由：半导体测试设备国产替代空间大，涨价加速晶圆厂设备采购，检测环节优先受益；资金逻辑：半导体设备板块资金回流，6月25日主力大幅净流入，机构调研频次提升；风险提示：半导体检测设备尚处验证期，订单落地存不确定性，研发投入大致短期业绩承压，客户集中度高	国内领先的定制化工业自动化检测方案提供商；公司客户主要为苹果产业链企业，将在现有产品及技术基础上，进一步拓展产品向半导体等其他领域延伸，创造新的利润增长点	2026-05-08\|57.75\|-1.69\|58.55\|59.47\|56.08\|23117;2026-05-11\|60.09\|4.05\|57.30\|61.88\|57.30\|28174;2026-05-12\|58.01\|-3.46\|59.74\|60.99\|56.66\|22264;2026-05-13\|58.65\|1.10\|57.33\|60.39\|57.10\|18381;2026-05-14\|57.55\|-1.88\|58.65\|59.83\|56.66\|13798;2026-05-15\|59.83\|3.96\|58.03\|61.19\|57.05\|18445;2026-05-18\|59.88\|0.08\|58.55\|61.50\|57.88\|15455;2026-05-19\|60.00\|0.20\|60.87\|60.87\|58.70\|13132;2026-05-20\|60.90\|1.50\|59.94\|60.90\|58.97\|14647;2026-05-21\|57.06\|-6.31\|61.14\|62.15\|56.87\|22831;2026-05-22\|59.55\|4.36\|57.31\|59.82\|57.31\|18242;2026-05-25\|60.23\|1.14\|59.32\|60.51\|58.16\|17293;2026-05-26\|58.10\|-3.54\|60.00\|61.25\|57.30\|12755;2026-05-27\|57.15\|-1.64\|58.57\|58.66\|56.61\|12748;2026-05-28\|57.64\|0.86\|57.15\|59.11\|56.24\|14347;2026-05-29\|55.00\|-4.58\|57.34\|59.23\|53.88\|15165;2026-06-01\|53.42\|-2.87\|53.64\|55.24\|52.63\|17213;2026-06-02\|52.03\|-2.60\|52.87\|54.11\|51.51\|15449;2026-06-03\|52.66\|1.21\|52.67\|54.61\|51.77\|16012;2026-06-04\|55.62\|5.62\|52.00\|55.72\|51.42\|23691;2026-06-05\|56.20\|1.04\|56.33\|59.90\|53.81\|30091;2026-06-08\|53.62\|-4.59\|53.42\|56.68\|52.68\|18133;2026-06-09\|53.20\|-0.78\|54.69\|55.55\|52.86\|11674;2026-06-10\|51.89\|-2.46\|52.14\|53.20\|50.10\|14425;2026-06-11\|55.14\|6.26\|51.06\|55.50\|51.06\|15657;2026-06-12\|52.30\|-5.15\|54.70\|56.38\|51.68\|13430;2026-06-15\|53.09\|1.51\|52.44\|54.00\|52.43\|7716;2026-06-16\|56.50\|6.42\|53.09\|56.50\|52.41\|16185;2026-06-17\|58.45\|3.45\|55.98\|59.18\|55.92\|18503;2026-06-18\|58.96\|0.87\|58.35\|59.20\|56.88\|15540;2026-06-22\|52.00\|-11.80\|58.96\|59.29\|50.77\|24621;2026-06-23\|54.11\|4.06\|51.48\|55.10\|51.48\|20908;2026-06-24\|56.10\|3.68\|53.31\|56.50\|52.82\|19105;2026-06-25\|66.36\|18.29\|57.29\|66.65\|56.00\|40120;2026-06-26\|70.31\|5.95\|66.31\|72.36\|63.56\|52949;2026-06-29\|71.44\|1.61\|71.15\|73.67\|68.50\|40327;2026-06-30\|82.25\|15.13\|75.01\|82.80\|71.58\|38297;2026-07-01\|82.99\|0.90\|82.32\|84.95\|78.01\|32908;2026-07-02\|76.93\|-7.30\|82.35\|82.51\|76.44\|29284;2026-07-03\|75.80\|-1.47\|76.80\|79.09\|73.30\|22536;2026-07-06\|76.65\|1.12\|78.16\|80.00\|73.66\|21571;2026-07-07\|77.40\|0.98\|73.31\|79.88\|73.31\|24040;2026-07-08\|72.60\|-6.20\|77.41\|77.41\|67.10\|35796;2026-07-09\|75.90\|4.55\|73.71\|76.20\|71.95\|20247;2026-07-10\|76.97\|1.41\|74.00\|79.40\|74.00\|18132;2026-07-13\|70.17\|-8.83\|75.88\|77.16\|70.10\|26960;2026-07-14\|69.68\|-0.70\|70.20\|70.48\|64.08\|25911;2026-07-15\|53.32\|7.24\|50.13\|57.80\|49.02\|46175;2026-07-16\|50.71\|-4.89\|51.71\|53.39\|48.80\|35683;2026-07-17\|47.00\|-7.32\|51.94\|53.10\|46.00\|35280;2026-07-20\|41.26\|-12.21\|47.89\|47.95\|39.39\|39037;2026-07-21\|41.91\|1.58\|39.16\|42.98\|34.86\|36201;2026-07-22\|41.27\|-1.53\|40.48\|43.20\|40.01\|25941;2026-07-23\|43.92\|6.42\|40.07\|44.50\|40.07\|30765;2026-07-24\|45.11\|2.71\|43.33\|45.88\|42.50\|27474;2026-07-27\|48.98\|8.58\|43.95\|49.18\|43.95\|23660;2026-07-28\|47.11\|-3.82\|48.41\|49.50\|46.30\|18971;2026-07-29\|46.00\|-2.36\|47.11\|48.05\|44.30\|16210;2026-07-30\|42.07\|-8.54\|45.35\|46.13\|41.02\|24148;2026-07-31\|45.29\|7.65\|44.00\|47.71\|43.98\|23968;2026-08-03\|46.62\|2.94\|45.19\|48.00\|44.91\|19590;2026-08-04\|51.95\|11.43\|46.97\|52.44\|46.51\|21417;2026-08-05\|54.00\|3.95\|52.00\|54.66\|51.00\|28037;2026-08-06\|55.48\|2.74\|53.73\|56.80\|52.60\|29037;2026-08-07\|54.51\|-1.75\|56.00\|56.66\|53.70\|23602;2026-08-10\|56.18\|3.06\|54.00\|56.25\|52.70\|32346;2026-08-11\|53.46\|-4.84\|54.82\|57.63\|53.02\|15087;2026-08-12\|59.90\|12.05\|53.46\|59.90\|53.46\|39459;2026-08-13\|64.54\|7.75\|60.95\|67.42\|59.90\|38062;2026-08-14\|69.37\|7.48\|64.07\|71.50\|64.07\|46447;2026-08-17\|71.76\|3.45\|69.68\|72.00\|65.99\|36092;2026-08-18\|72.65\|1.24\|73.19\|73.44\|71.24\|24300;2026-08-19\|68.08\|-6.29\|71.20\|72.84\|66.37\|34390;2026-08-20\|69.68\|2.35\|69.13\|72.40\|68.17\|23984;2026-08-21\|68.26\|-2.04\|71.07\|71.14\|67.00\|16325;2026-08-24\|65.72\|-3.72\|67.60\|69.63\|63.66\|20471;2026-08-25\|63.37\|-3.58\|64.67\|66.00\|62.15\|24649;2026-08-26\|63.02\|-0.55\|63.37\|64.66\|61.65\|19787;2026-08-27\|65.70\|4.25\|63.13\|66.00\|61.99\|19243;2026-08-28\|64.45\|-1.90\|64.74\|66.68\|63.34\|19139;2026-08-31\|66.09\|2.54\|63.31\|68.00\|62.29\|29096;2026-09-01\|62.90\|-4.83\|67.41\|67.41\|61.50\|22246;2026-09-02\|60.90\|-3.18\|64.00\|64.00\|60.52\|10814;2026-09-03\|61.41\|0.84\|61.38\|62.46\|59.96\|14927;2026-09-04\|58.90\|-4.09\|61.30\|64.00\|58.50\|20590;2026-09-07\|60.13\|2.09\|58.79\|60.40\|58.17\|14427;2026-09-08\|63.00\|4.77\|59.80\|63.00\|58.70\|17785;2026-09-09\|58.80\|-6.67\|63.80\|63.80\|58.80\|21412;2026-09-10\|57.89\|-1.55\|58.49\|59.41\|56.77\|14796;2026-09-11\|59.05\|2.00\|57.40\|60.80\|55.51\|20523
117874	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：美团LongCat-2.0万亿参数大模型全程国产算力训练成功，加速端侧AI应用落地，公司SoC芯片已适配多款主流大模型并实现商用；涨停缘由：公司物联网SoC芯片支持多模态大模型端侧部署，首款对接大模型的AI硬件产品上市，直接受益于国产算力生态扩张与端云协同需求爆发；资金逻辑：资金聚焦国产芯片自主可控主线，叠加AI终端渗透率提升预期，机构加仓物联网AI芯片标的；风险提示：端侧AI商业化进度不及预期、大模型调用规模增长放缓	1、公司专注于物联网智能硬件核心 SoC 芯片的研发、设计、终测和销售，产品包括物联网摄像机芯片和物联网应用处理器芯片； 2、基于公司SoC的首款对接大模型的端侧AI应用产品上市，该方案对接了豆包、通义千问、文心一言、DeepSeek、Kimi等多家大语言模型，并通过调优，能够对不同大模型的特性进行分析与整合，实现对多源语言理解优势的有效融合	2026-05-08\|13.52\|-1.10\|13.57\|13.61\|13.41\|94013;2026-05-11\|13.77\|1.85\|13.71\|13.93\|13.71\|123272;2026-05-12\|13.60\|-1.23\|13.65\|13.80\|13.42\|93688;2026-05-13\|13.72\|0.88\|13.63\|13.78\|13.36\|93874;2026-05-14\|13.61\|-0.80\|13.83\|13.93\|13.55\|114659;2026-05-15\|13.66\|0.37\|13.67\|13.94\|13.41\|112190;2026-05-18\|13.75\|0.66\|13.69\|13.86\|13.45\|102327;2026-05-19\|13.93\|1.31\|13.70\|13.93\|13.38\|97404;2026-05-20\|14.17\|1.72\|13.89\|14.38\|13.79\|132316;2026-05-21\|13.32\|-6.00\|14.19\|14.49\|13.31\|185035;2026-05-22\|13.78\|3.45\|13.43\|13.91\|13.24\|130770;2026-05-25\|13.92\|1.02\|13.73\|14.12\|13.49\|114778;2026-05-26\|13.58\|-2.44\|13.87\|13.87\|13.33\|100420;2026-05-27\|13.19\|-2.87\|13.33\|13.70\|13.09\|106320;2026-05-28\|13.25\|0.45\|13.14\|13.39\|12.87\|93875;2026-05-29\|12.35\|-6.79\|13.59\|13.65\|12.22\|139334;2026-06-01\|12.00\|-2.83\|12.21\|12.55\|11.94\|129910;2026-06-02\|11.77\|-1.92\|12.03\|12.22\|11.70\|116234;2026-06-03\|11.82\|0.42\|11.78\|12.19\|11.64\|102373;2026-06-04\|11.72\|-0.85\|11.72\|11.98\|11.56\|96762;2026-06-05\|12.15\|3.67\|11.86\|12.79\|11.25\|177442;2026-06-08\|11.85\|-2.47\|11.78\|12.35\|11.58\|149052;2026-06-09\|12.35\|4.22\|11.92\|12.59\|11.87\|156972;2026-06-10\|11.96\|-3.16\|12.52\|12.57\|11.76\|148983;2026-06-11\|11.88\|-0.67\|11.85\|12.05\|11.63\|90492;2026-06-12\|11.70\|-1.52\|12.08\|12.47\|11.59\|119009;2026-06-15\|12.19\|4.19\|11.80\|12.20\|11.73\|102489;2026-06-16\|12.63\|3.61\|12.21\|12.73\|12.10\|108878;2026-06-17\|12.94\|2.45\|12.48\|13.03\|12.39\|101621;2026-06-18\|13.43\|3.79\|12.90\|13.51\|12.80\|109125;2026-06-22\|14.38\|7.07\|13.37\|14.46\|13.13\|239710;2026-06-23\|14.44\|0.42\|14.19\|14.94\|14.02\|214988;2026-06-24\|14.38\|-0.42\|14.39\|14.59\|13.91\|147838;2026-06-25\|14.25\|-0.90\|14.46\|14.66\|14.08\|125818;2026-06-26\|14.10\|-1.05\|14.11\|14.32\|13.66\|151974;2026-06-29\|14.04\|-0.43\|14.20\|14.45\|13.30\|157038;2026-06-30\|16.20\|15.38\|14.05\|16.47\|14.05\|313860;2026-07-01\|17.03\|5.12\|16.04\|17.45\|15.87\|359742;2026-07-02\|16.05\|-5.75\|16.90\|17.44\|16.03\|262369;2026-07-03\|16.62\|3.55\|16.00\|16.85\|15.40\|272429;2026-07-06\|17.05\|2.59\|17.17\|18.20\|16.75\|443176;2026-07-07\|17.48\|2.52\|16.95\|17.63\|16.40\|282278;2026-07-08\|16.73\|-4.29\|18.47\|18.50\|15.30\|456314;2026-07-09\|16.92\|1.14\|16.99\|17.03\|16.00\|325093;2026-07-10\|16.70\|-1.30\|16.80\|17.70\|16.68\|327362;2026-07-13\|16.27\|-2.57\|16.31\|17.42\|16.25\|246993;2026-07-14\|16.44\|1.04\|16.35\|17.18\|15.80\|236783;2026-07-15\|15.71\|-4.44\|16.43\|16.57\|15.40\|212444;2026-07-16\|15.29\|-2.67\|15.30\|16.47\|15.20\|202555;2026-07-17\|13.89\|-9.16\|15.06\|15.56\|13.85\|233083;2026-07-20\|13.32\|-4.10\|14.34\|14.71\|13.02\|253102;2026-07-21\|13.81\|3.68\|13.64\|14.08\|12.00\|255606;2026-07-22\|15.40\|11.51\|13.60\|16.23\|13.58\|361313;2026-07-23\|15.11\|-1.88\|15.15\|15.52\|14.35\|221679;2026-07-24\|15.10\|-0.07\|14.76\|15.75\|14.76\|199176;2026-07-27\|14.96\|-0.93\|14.88\|15.15\|14.30\|175192;2026-07-28\|14.22\|-4.95\|14.68\|15.17\|14.05\|160288;2026-07-29\|13.87\|-2.46\|13.98\|14.92\|13.43\|199613;2026-07-30\|12.20\|-12.04\|13.53\|13.65\|12.00\|249690;2026-07-31\|13.02\|6.72\|12.96\|13.68\|12.80\|256032;2026-08-03\|12.49\|-4.07\|12.90\|13.48\|12.37\|220851;2026-08-04\|13.45\|7.69\|12.56\|13.62\|12.45\|227713;2026-08-05\|14.35\|6.69\|13.36\|14.65\|13.31\|245686;2026-08-06\|15.13\|5.44\|14.09\|15.47\|14.06\|205266;2026-08-07\|15.52\|2.58\|14.92\|15.70\|14.85\|166222;2026-08-10\|15.95\|2.77\|15.56\|16.06\|14.91\|198027;2026-08-11\|15.95\|0.00\|15.80\|16.28\|15.47\|153250;2026-08-12\|16.35\|2.51\|16.16\|16.73\|15.81\|159297;2026-08-13\|15.87\|-2.94\|16.38\|16.84\|15.80\|133558;2026-08-14\|16.12\|1.58\|16.05\|16.31\|15.57\|114725;2026-08-17\|16.51\|2.42\|16.15\|16.52\|16.04\|115751;2026-08-18\|16.52\|0.06\|16.54\|16.93\|16.14\|104132;2026-08-19\|15.02\|-9.08\|16.28\|16.75\|14.93\|159218;2026-08-20\|15.42\|2.66\|15.28\|15.80\|14.93\|132281;2026-08-21\|15.27\|-0.97\|15.50\|15.59\|15.05\|102623;2026-08-24\|15.60\|2.16\|15.30\|15.67\|15.02\|150515;2026-08-25\|15.09\|-3.27\|15.34\|15.43\|14.61\|154267;2026-08-26\|14.97\|-0.80\|15.10\|15.18\|14.71\|101675;2026-08-27\|15.97\|6.68\|15.10\|16.22\|15.05\|153183;2026-08-28\|15.66\|-1.94\|16.13\|16.50\|15.58\|184233;2026-08-31\|16.83\|7.47\|15.45\|16.84\|15.38\|198198;2026-09-01\|16.64\|-1.13\|16.87\|17.05\|16.34\|166309;2026-09-02\|16.16\|-2.88\|16.42\|16.86\|16.12\|135978;2026-09-03\|15.93\|-1.42\|16.28\|16.47\|15.61\|111306;2026-09-04\|15.37\|-3.52\|16.10\|16.34\|15.18\|125968;2026-09-07\|15.37\|0.00\|15.29\|15.63\|15.20\|113348;2026-09-08\|15.10\|-1.76\|15.48\|15.48\|14.91\|107495;2026-09-09\|15.35\|1.66\|15.00\|15.73\|15.00\|108120;2026-09-10\|14.80\|-3.58\|15.12\|15.28\|14.78\|88217;2026-09-11\|14.66\|-0.95\|14.60\|14.77\|14.00\|107123
117873	美团发布基于国产算力训练的万亿参数大模型	拟收购恒泰柯半导体+功率半导体涨价+AI算力 1、据2026年6月29日公告，公司拟通过发行股份方式购买恒泰柯半导体100%股权并募集配套资金，6月29日复牌。本次交易旨在补足中高压功率半导体器件技术短板，形成覆盖低压至高压的完整功率器件产品体系。 2、据证券时报网2026年6月30日报道，多家功率半导体厂商将在7月1日调整产品价格，全球近20家模拟及功率半导体企业启动新一轮涨价；据2026年6月17日评级报告，公司主要从事半导体分立器件研发、生产和销售，主营小信号器件及功率器件等。 3、据2026年6月1日互动易，公司主营的高压整流桥、功率MOS等核心元器件可广泛用于AI服务器、大型算力集群等高负载电源场景，产品已由业内头部电源方案商间接进入主流AI服务器供应链，成功配套应用于算力服务器电源系统。	公司拟收购恒泰柯100%股权，标的主要从事功率半导体产品，其称产品“达到国内顶尖水准”	2026-05-08\|39.64\|-1.10\|39.68\|39.79\|38.88\|29923;2026-05-11\|40.12\|1.21\|39.99\|41.08\|39.77\|42468;2026-05-12\|39.85\|-0.67\|40.15\|40.76\|39.20\|28278;2026-05-13\|40.25\|1.00\|39.78\|40.70\|38.82\|38055;2026-05-14\|42.07\|4.52\|40.31\|43.15\|40.04\|65104;2026-05-15\|43.33\|3.00\|41.99\|45.00\|41.62\|68170;2026-05-18\|42.56\|-1.78\|42.77\|43.95\|40.68\|57812;2026-05-19\|43.39\|1.95\|42.47\|43.56\|40.70\|48196;2026-05-20\|44.15\|1.75\|43.39\|44.94\|42.91\|53578;2026-05-21\|40.50\|-8.27\|44.51\|44.98\|40.33\|60152;2026-05-22\|42.00\|3.70\|41.03\|42.28\|40.30\|41272;2026-05-25\|43.76\|4.19\|41.72\|44.30\|40.91\|46937;2026-05-26\|43.98\|0.50\|44.29\|44.50\|42.63\|52704;2026-05-27\|41.90\|-4.73\|43.55\|45.10\|40.99\|63305;2026-05-28\|43.05\|2.74\|41.91\|43.48\|40.92\|48422;2026-05-29\|38.75\|-9.99\|43.55\|43.55\|38.59\|64321;2026-06-01\|39.74\|2.55\|38.57\|40.85\|38.35\|55617;2026-06-02\|38.63\|-2.79\|39.46\|40.29\|38.22\|29186;2026-06-03\|39.61\|2.54\|38.63\|40.19\|38.52\|32257;2026-06-04\|40.13\|1.31\|39.40\|41.12\|39.00\|24654;2026-06-05\|40.42\|0.72\|39.60\|41.44\|39.11\|23850;2026-06-08\|37.80\|-6.48\|39.16\|39.57\|36.90\|38480;2026-06-09\|39.43\|4.31\|38.31\|39.60\|37.05\|30026;2026-06-10\|42.85\|8.67\|39.04\|42.88\|38.50\|54529;2026-06-11\|46.82\|9.26\|42.00\|47.24\|41.80\|77972;2026-06-29\|55.88\|19.99\|55.88\|55.88\|55.88\|15646;2026-06-30\|64.72\|15.82\|66.00\|66.00\|58.47\|207077;2026-07-01\|77.50\|19.75\|59.95\|77.66\|59.95\|259000;2026-07-02\|80.00\|3.23\|69.96\|85.06\|68.01\|181869;2026-07-03\|68.03\|-14.96\|78.00\|79.00\|67.00\|158489;2026-07-06\|80.75\|18.70\|69.00\|80.80\|69.00\|163433;2026-07-07\|75.15\|-6.93\|78.22\|78.68\|71.68\|123987;2026-07-08\|66.80\|-11.11\|75.79\|75.79\|65.15\|128828;2026-07-09\|67.34\|0.81\|66.66\|69.88\|63.20\|132632;2026-07-10\|58.31\|-13.41\|65.33\|67.82\|57.93\|160988;2026-07-13\|53.17\|-8.81\|58.00\|59.98\|52.41\|114036;2026-07-14\|53.20\|0.06\|53.65\|54.69\|51.05\|82483;2026-07-15\|47.36\|-10.98\|54.16\|54.50\|46.80\|102336;2026-07-16\|44.75\|-5.51\|46.00\|48.50\|44.33\|86600;2026-07-17\|39.94\|-10.75\|44.66\|45.60\|39.73\|94857;2026-07-20\|37.03\|-7.29\|43.47\|43.70\|35.70\|109881;2026-07-21\|40.56\|9.53\|38.05\|41.33\|32.27\|166358;2026-07-22\|37.88\|-6.61\|39.27\|40.71\|37.49\|153197;2026-07-23\|36.37\|-3.99\|38.00\|38.38\|36.08\|82859;2026-07-24\|36.79\|1.15\|35.70\|38.47\|35.26\|85906;2026-07-27\|37.49\|1.90\|36.15\|37.54\|35.28\|69209;2026-07-28\|34.65\|-7.58\|36.31\|37.81\|34.40\|67241;2026-07-29\|34.65\|0.00\|34.56\|34.86\|32.64\|78752;2026-07-30\|31.41\|-9.35\|34.22\|34.50\|31.02\|94849;2026-07-31\|32.80\|4.43\|33.21\|34.68\|32.79\|105885;2026-08-03\|31.34\|-4.45\|32.32\|32.78\|30.98\|84275;2026-08-04\|34.49\|10.05\|31.70\|34.78\|31.67\|95448;2026-08-05\|37.13\|7.65\|34.31\|37.59\|34.01\|103163;2026-08-06\|38.60\|3.96\|36.96\|38.87\|36.51\|90371;2026-08-07\|40.62\|5.23\|38.55\|40.95\|37.73\|107958;2026-08-10\|40.25\|-0.91\|41.60\|42.31\|39.02\|115360;2026-08-11\|40.11\|-0.35\|39.79\|41.44\|39.50\|94254;2026-08-12\|41.07\|2.39\|40.13\|41.60\|40.13\|72421;2026-08-13\|39.79\|-3.12\|41.44\|42.30\|39.60\|82381;2026-08-14\|40.77\|2.46\|40.21\|41.06\|39.74\|62589;2026-08-17\|41.93\|2.85\|40.99\|41.97\|40.42\|81793;2026-08-18\|42.78\|2.03\|41.97\|43.11\|41.80\|106041;2026-08-19\|39.90\|-6.73\|41.28\|42.06\|39.46\|85529;2026-08-20\|39.69\|-0.53\|40.49\|40.67\|39.08\|57382;2026-08-21\|40.33\|1.61\|39.36\|40.80\|39.16\|51435;2026-08-24\|39.40\|-2.31\|40.12\|40.58\|38.24\|52337;2026-08-25\|39.40\|0.00\|38.70\|39.78\|37.42\|44713;2026-08-26\|38.75\|-1.65\|39.45\|39.52\|38.06\|38794;2026-08-27\|40.65\|4.90\|38.92\|40.79\|38.61\|55424;2026-08-28\|39.90\|-1.84\|40.65\|41.82\|39.81\|53279;2026-08-31\|40.63\|1.83\|39.21\|40.88\|38.66\|48601;2026-09-01\|39.06\|-3.86\|40.67\|40.67\|38.58\|48122;2026-09-02\|38.30\|-1.95\|38.68\|38.88\|37.66\|34929;2026-09-03\|38.35\|0.13\|38.57\|38.99\|37.75\|35464;2026-09-04\|37.22\|-2.95\|38.81\|41.20\|36.93\|85030;2026-09-07\|38.22\|2.69\|37.99\|38.76\|37.51\|48653;2026-09-08\|37.88\|-0.89\|38.15\|38.59\|37.14\|40848;2026-09-09\|37.70\|-0.48\|38.46\|39.19\|37.43\|39510;2026-09-10\|37.17\|-1.41\|37.43\|37.99\|37.02\|33430;2026-09-11\|36.39\|-2.10\|36.68\|37.00\|34.88\|49970
117872	美团发布基于国产算力训练的万亿参数大模型	存储芯片+分销+机器人行业原因： 1、据TrendForce，2026年第二季MobileDRAM合约价持续大幅上扬，第二季LPDDR4X平均销售单价(ASP)将至少季增70%–75%，LPDDR5X则季增78%–83%。 2、摩根士丹利BOM分析显示，在英伟达VR200中，内存内容量增加叠加价格大幅上涨，内存占比已跃升至约25%至30%，估算绝对金额约为200万美元，较GB300的约37万美元增长约435%。公司原因： 1、据2026年4月24日年报，公司新增铠侠等国际存储原厂代理，并购立功科技获NXP、瑞芯微等21条MCU及存储芯片线，主动元器件销售占比升至60%，深度绑定AI服务器、光模块、机器人头部客户。 2、据2026年5月6日业绩说明会，公司已向智元、埃斯顿、宇树、追觅、优必选等机器人企业批量交付阻容感、处理器、存储器、功率器件，控股子公司立功科技推出从“小脑”中枢到“指尖”执行的全栈机器人方案并获客户落地。 3、据2026年4月24日年报及2026年5月11日互动易，公司2025年营收85.48亿元、净利3.03亿元，同比增30.59%、327.78%；2026Q1营收37.93亿元、净利2.57亿元，同比增106.11%、600.35%，业绩持续高增。	公司目前代理销售存储器件、模拟器件、功率器件、电源管理芯片等各品类芯片产品，合作品牌涵盖兆易创新、安世半导体、思瑞浦、杰华特等国内外行业领先企业	2026-05-08\|23.12\|-2.03\|23.20\|23.78\|23.08\|449005;2026-05-11\|23.66\|2.34\|24.00\|24.68\|23.57\|606120;2026-05-12\|22.61\|-4.44\|23.58\|23.64\|22.51\|446779;2026-05-13\|24.33\|7.61\|22.25\|24.92\|22.00\|637625;2026-05-14\|22.84\|-6.12\|24.02\|24.16\|22.81\|522919;2026-05-15\|22.20\|-2.80\|23.03\|23.51\|21.92\|437294;2026-05-18\|23.84\|7.39\|23.58\|25.40\|23.40\|920045;2026-05-19\|23.70\|-0.59\|23.50\|23.83\|22.61\|677512;2026-05-20\|23.46\|-1.01\|23.67\|24.68\|23.14\|584788;2026-05-21\|21.62\|-7.84\|23.80\|23.90\|21.40\|640670;2026-05-22\|22.80\|5.46\|21.96\|23.26\|21.80\|546115;2026-05-25\|27.36\|20.00\|23.45\|27.36\|23.33\|1081058;2026-05-26\|29.06\|6.21\|27.84\|29.37\|27.34\|1342689;2026-05-27\|31.30\|7.71\|28.93\|32.66\|28.90\|1089855;2026-05-28\|37.55\|19.97\|32.10\|37.56\|32.10\|1277304;2026-05-29\|35.88\|-4.45\|37.00\|38.36\|35.20\|1103490;2026-06-01\|38.51\|7.54\|37.01\|41.21\|37.01\|1002352;2026-06-02\|43.41\|12.72\|38.60\|44.91\|37.50\|1079424;2026-06-03\|42.69\|-1.66\|41.62\|44.43\|41.62\|992015;2026-06-04\|43.51\|1.92\|42.14\|43.74\|40.86\|907302;2026-06-05\|44.80\|2.96\|42.14\|45.25\|41.90\|1072828;2026-06-08\|41.60\|-7.14\|43.01\|48.98\|41.44\|1387938;2026-06-09\|45.47\|9.30\|43.93\|47.99\|40.36\|1342828;2026-06-10\|39.78\|-12.51\|43.00\|43.19\|39.20\|990843;2026-06-11\|38.70\|-2.71\|39.21\|41.09\|37.74\|835757;2026-06-12\|36.00\|-6.98\|40.32\|40.35\|35.82\|824177;2026-06-15\|40.66\|12.94\|38.50\|41.80\|36.72\|821786;2026-06-16\|40.19\|-1.16\|41.47\|41.74\|39.92\|714918;2026-06-17\|41.25\|2.64\|39.87\|41.49\|39.20\|848062;2026-06-18\|43.30\|4.97\|40.65\|44.55\|40.50\|1136969;2026-06-22\|42.64\|-1.52\|44.04\|44.04\|40.71\|1091080;2026-06-23\|40.06\|-6.05\|41.30\|42.70\|39.50\|765197;2026-06-24\|40.60\|1.35\|39.11\|41.68\|38.60\|669767;2026-06-25\|42.92\|5.71\|41.14\|43.98\|38.80\|1091872;2026-06-26\|42.00\|-2.14\|41.08\|44.19\|39.94\|888466;2026-06-29\|44.49\|5.93\|43.45\|47.26\|40.05\|1151618;2026-06-30\|51.75\|16.32\|44.00\|51.98\|43.30\|1305097;2026-07-01\|50.61\|-2.20\|52.50\|53.75\|47.66\|1201295;2026-07-02\|45.90\|-9.31\|46.01\|48.75\|43.33\|892382;2026-07-03\|42.02\|-8.45\|44.51\|45.90\|41.66\|777096;2026-07-06\|39.09\|-6.97\|42.13\|42.86\|38.35\|677783;2026-07-07\|37.37\|-4.40\|39.16\|39.54\|36.68\|505043;2026-07-08\|34.73\|-7.06\|37.15\|37.94\|34.38\|534092;2026-07-09\|37.55\|8.12\|35.80\|39.57\|35.80\|776778;2026-07-10\|35.70\|-4.93\|37.61\|39.72\|35.30\|690193;2026-07-13\|31.91\|-10.62\|35.37\|36.01\|31.47\|661996;2026-07-14\|33.37\|4.58\|32.16\|33.86\|30.86\|493094;2026-07-15\|30.86\|-7.52\|33.99\|34.40\|30.62\|458414;2026-07-16\|28.85\|-6.51\|30.01\|31.10\|28.50\|477285;2026-07-17\|25.58\|-11.33\|28.91\|29.66\|25.37\|533341;2026-07-20\|23.34\|-8.76\|26.99\|27.50\|22.21\|648115;2026-07-21\|27.05\|15.90\|23.82\|27.30\|20.25\|920001;2026-07-22\|26.08\|-3.59\|26.78\|27.94\|25.82\|660856;2026-07-23\|26.06\|-0.08\|26.54\|27.70\|25.72\|520225;2026-07-24\|25.85\|-0.81\|25.58\|26.49\|24.64\|454227;2026-07-27\|26.78\|3.60\|25.79\|26.86\|25.02\|527979;2026-07-28\|24.59\|-8.18\|25.79\|26.38\|24.27\|491203;2026-07-29\|24.32\|-1.10\|24.50\|25.31\|23.16\|488589;2026-07-30\|22.61\|-7.03\|24.02\|24.87\|21.83\|563187;2026-07-31\|22.92\|1.37\|24.97\|25.30\|22.88\|658576;2026-08-03\|22.14\|-3.40\|22.85\|23.08\|21.91\|440790;2026-08-04\|23.66\|6.87\|22.53\|23.84\|22.13\|485340;2026-08-05\|26.30\|11.16\|23.45\|26.68\|23.33\|690729;2026-08-06\|27.45\|4.37\|25.86\|28.00\|25.51\|756774;2026-08-07\|28.22\|2.81\|27.32\|28.60\|26.55\|754611;2026-08-10\|27.69\|-1.88\|28.25\|28.80\|26.80\|590881;2026-08-11\|27.80\|0.40\|27.49\|29.24\|27.17\|705789;2026-08-12\|27.41\|-1.40\|27.90\|28.04\|27.16\|551834;2026-08-13\|26.68\|-2.66\|27.91\|28.33\|26.68\|565062;2026-08-14\|27.83\|4.31\|27.51\|28.12\|27.23\|585246;2026-08-17\|28.95\|4.02\|27.89\|28.95\|27.83\|579635;2026-08-18\|28.20\|-2.59\|29.00\|29.33\|27.64\|555192;2026-08-19\|25.32\|-10.21\|26.77\|27.34\|25.08\|523018;2026-08-20\|25.45\|0.51\|25.84\|26.22\|25.08\|374269;2026-08-21\|25.60\|0.59\|25.35\|25.94\|24.66\|321690;2026-08-24\|24.67\|-3.63\|25.60\|25.68\|23.88\|333021;2026-08-25\|25.02\|1.42\|24.22\|25.25\|23.63\|287558;2026-08-26\|25.06\|0.16\|25.15\|25.48\|24.27\|273981;2026-08-27\|25.91\|3.39\|25.18\|26.15\|24.92\|359566;2026-08-28\|26.00\|0.35\|25.98\|27.17\|25.72\|525454;2026-08-31\|26.92\|3.54\|24.80\|26.93\|24.67\|521081;2026-09-01\|25.62\|-4.83\|26.98\|27.00\|25.44\|444278;2026-09-02\|25.02\|-2.34\|25.17\|25.35\|24.87\|257622;2026-09-03\|25.58\|2.24\|25.38\|25.90\|24.70\|359840;2026-09-04\|24.28\|-5.08\|25.70\|26.06\|24.00\|435295;2026-09-07\|25.22\|3.87\|24.71\|25.42\|24.60\|386868;2026-09-08\|25.03\|-0.75\|25.18\|25.80\|24.88\|318671;2026-09-09\|24.68\|-1.40\|25.37\|25.63\|24.50\|280505;2026-09-10\|24.65\|-0.12\|24.51\|25.27\|24.41\|266037;2026-09-11\|24.42\|-0.93\|24.03\|24.65\|23.43\|332049
117871	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：LongCat-2.0依托五万卡国产集群训练，带动AI终端及服务器电源管理芯片需求上修，公司快充与PD协议芯片深度绑定国产AI硬件供应链；涨停缘由：公司电源管理芯片广泛应用于AIoT终端、边缘计算设备及AI服务器供电模块，受益于国产大模型驱动的AI终端放量与算力基建升级；资金逻辑：市场强化‘国芯训国模’产业链传导逻辑，电源管理作为AI硬件刚需环节获资金提前布局；风险提示：消费电子复苏弱于预期、快充协议标准迭代风险	公司是一家专注于高性能、高品质数模混合芯片设计公司，主营业务为电源管理芯片、快充协议芯片的研发和销售	2026-05-08\|24.20\|-1.10\|24.21\|24.44\|23.83\|113809;2026-05-11\|24.70\|2.07\|24.54\|24.95\|24.15\|147843;2026-05-12\|25.91\|4.90\|25.00\|26.16\|24.30\|295643;2026-05-13\|26.99\|4.17\|25.50\|27.74\|25.37\|269815;2026-05-14\|26.42\|-2.11\|27.00\|27.20\|26.42\|169462;2026-05-15\|26.21\|-0.79\|26.60\|27.73\|25.96\|165493;2026-05-18\|25.89\|-1.22\|26.15\|26.66\|25.69\|136249;2026-05-19\|26.77\|3.40\|25.67\|26.94\|25.21\|155028;2026-05-20\|26.90\|0.49\|26.40\|27.06\|26.39\|139335;2026-05-21\|24.94\|-7.29\|27.08\|27.25\|24.85\|180965;2026-05-22\|25.63\|2.77\|25.01\|26.02\|25.01\|128969;2026-05-25\|26.20\|2.22\|25.70\|26.34\|24.36\|130183;2026-05-26\|25.64\|-2.14\|26.01\|26.80\|25.03\|116928;2026-05-27\|25.31\|-1.29\|25.51\|26.20\|25.00\|127568;2026-05-28\|25.63\|1.26\|25.18\|25.90\|24.72\|140483;2026-05-29\|23.72\|-7.45\|25.63\|25.67\|23.25\|200684;2026-06-01\|23.14\|-2.45\|24.10\|24.14\|22.76\|127121;2026-06-02\|22.02\|-4.84\|23.36\|23.36\|21.82\|179328;2026-06-03\|21.76\|-1.18\|21.99\|22.67\|21.40\|144985;2026-06-04\|21.64\|-0.55\|21.36\|22.14\|21.36\|101472;2026-06-05\|21.22\|-1.94\|21.42\|21.87\|20.60\|98382;2026-06-08\|20.06\|-5.47\|20.45\|20.92\|19.80\|100109;2026-06-09\|21.72\|8.28\|20.39\|22.15\|20.05\|133871;2026-06-10\|22.17\|2.07\|21.45\|22.76\|21.35\|132070;2026-06-11\|21.80\|-1.67\|22.16\|22.72\|21.53\|126128;2026-06-12\|21.24\|-2.57\|22.23\|22.80\|21.24\|130110;2026-06-15\|22.33\|5.13\|21.50\|22.35\|21.13\|102473;2026-06-16\|24.01\|7.52\|22.50\|24.58\|22.35\|199447;2026-06-17\|25.16\|4.79\|23.56\|25.74\|23.45\|171754;2026-06-18\|25.61\|1.79\|25.15\|25.80\|24.68\|147425;2026-06-22\|25.74\|0.51\|25.59\|26.41\|25.30\|170409;2026-06-23\|25.97\|0.89\|25.69\|26.88\|24.94\|173644;2026-06-24\|26.24\|1.04\|25.69\|26.30\|25.20\|122862;2026-06-25\|25.95\|-1.11\|26.33\|26.62\|25.58\|185119;2026-06-26\|24.60\|-5.20\|25.70\|25.74\|24.50\|176186;2026-06-29\|24.96\|1.46\|24.76\|25.55\|23.40\|176263;2026-06-30\|29.08\|16.51\|25.19\|29.08\|24.81\|312735;2026-07-01\|29.00\|-0.28\|28.40\|29.38\|28.23\|245395;2026-07-02\|28.54\|-1.59\|28.00\|29.99\|27.41\|237877;2026-07-03\|27.51\|-3.61\|28.40\|28.79\|27.27\|188376;2026-07-06\|26.93\|-2.11\|27.68\|27.88\|26.33\|147718;2026-07-07\|26.05\|-3.05\|26.88\|26.92\|25.47\|114389;2026-07-08\|27.45\|5.37\|26.27\|27.97\|24.60\|211284;2026-07-09\|28.79\|4.88\|28.00\|29.20\|27.61\|209594;2026-07-10\|27.65\|-3.96\|28.70\|29.39\|27.65\|192050;2026-07-13\|27.35\|-1.08\|27.05\|27.94\|26.38\|168247;2026-07-14\|28.24\|3.25\|27.25\|29.18\|25.80\|226801;2026-07-15\|26.92\|-4.67\|28.30\|28.45\|26.26\|186689;2026-07-16\|24.77\|-7.99\|26.60\|27.45\|24.68\|170433;2026-07-17\|21.89\|-11.63\|24.54\|25.00\|21.80\|217954;2026-07-20\|21.32\|-2.60\|22.50\|23.16\|20.55\|234930;2026-07-21\|22.23\|4.27\|21.61\|22.44\|19.95\|174898;2026-07-22\|21.50\|-3.28\|21.79\|22.80\|21.40\|135012;2026-07-23\|20.96\|-2.51\|21.61\|21.90\|20.63\|120620;2026-07-24\|21.84\|4.20\|20.60\|22.61\|20.52\|171589;2026-07-27\|22.29\|2.06\|21.84\|22.29\|20.88\|121820;2026-07-28\|21.62\|-3.01\|21.77\|22.29\|21.21\|87537;2026-07-29\|21.14\|-2.22\|21.62\|22.00\|20.28\|123636;2026-07-30\|19.78\|-6.43\|20.85\|20.95\|19.70\|125493;2026-07-31\|20.81\|5.21\|20.89\|21.76\|20.76\|133747;2026-08-03\|19.82\|-4.76\|20.50\|20.90\|19.80\|104532;2026-08-04\|20.92\|5.55\|19.94\|21.15\|19.94\|107628;2026-08-05\|21.70\|3.73\|20.80\|22.14\|20.69\|104711;2026-08-06\|21.87\|0.78\|21.36\|22.22\|21.18\|89912;2026-08-07\|22.23\|1.65\|21.70\|22.36\|21.51\|92181;2026-08-10\|21.99\|-1.08\|22.23\|22.50\|21.55\|82862;2026-08-11\|21.90\|-0.41\|21.99\|22.58\|21.84\|101320;2026-08-12\|22.03\|0.59\|21.95\|22.20\|21.82\|65055;2026-08-13\|21.50\|-2.41\|22.20\|22.40\|21.49\|90423;2026-08-14\|22.01\|2.37\|21.72\|22.19\|21.55\|58732;2026-08-17\|23.37\|6.18\|22.00\|23.37\|21.91\|109684;2026-08-18\|23.08\|-1.24\|23.15\|23.38\|22.54\|74554;2026-08-19\|21.09\|-8.62\|22.63\|22.79\|20.95\|112310;2026-08-20\|21.88\|3.75\|21.26\|22.09\|21.01\|87407;2026-08-21\|23.02\|5.21\|21.60\|23.38\|21.47\|137651;2026-08-24\|22.30\|-3.13\|23.18\|23.33\|21.66\|98882;2026-08-25\|22.51\|0.94\|21.95\|22.66\|21.20\|86813;2026-08-26\|22.41\|-0.44\|22.40\|22.66\|21.88\|70095;2026-08-27\|24.62\|9.86\|22.43\|24.69\|22.43\|197653;2026-08-28\|29.54\|19.98\|23.90\|29.54\|23.90\|604250;2026-08-31\|28.75\|-2.67\|29.13\|29.48\|27.73\|339948;2026-09-01\|30.24\|5.18\|28.90\|30.54\|28.90\|305948;2026-09-02\|30.06\|-0.60\|30.01\|30.50\|29.42\|197192;2026-09-03\|33.29\|10.75\|30.54\|34.50\|30.10\|413234;2026-09-04\|34.50\|3.63\|32.73\|36.30\|32.73\|398790;2026-09-07\|33.61\|-2.58\|34.80\|36.05\|32.77\|384600;2026-09-08\|33.29\|-0.95\|33.75\|33.92\|31.88\|239291;2026-09-09\|33.92\|1.89\|33.50\|36.25\|33.50\|318395;2026-09-10\|32.88\|-3.07\|34.60\|34.90\|32.78\|231163;2026-09-11\|32.51\|-1.13\|32.06\|34.19\|32.00\|239555
117870	美团发布基于国产算力训练的万亿参数大模型	MicroLED光互连+显示驱动芯片+一季报增长行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年4月25日年报及5月12日投资者关系活动记录表，公司深度转化并复用微显示领域核心积累，延伸布局Micro LED光互连新赛道，拟为AI数据中心提供低功耗、高带宽光互连模组，切入AI算力光通信基建网络。 2、据2026年5月12日投资者关系活动记录表，公司自2026年4月1日起对主营产品进行价格调涨；公司致力于提供全尺寸显示解决方案，分离型产品2025年度营收同比增长103.76%。 3、据2026年5月12日投资者关系活动记录表，公司2026年一季度归母净利润537万元，同比增长145.69%；并拟向全体股东每10股派发现金红利0.45元。	公司主营业务聚焦于显示芯片	2026-05-08\|37.81\|-5.33\|38.74\|39.28\|37.60\|158074;2026-05-11\|39.78\|5.21\|39.20\|40.12\|37.87\|171878;2026-05-12\|38.86\|-2.31\|39.15\|40.52\|38.25\|132713;2026-05-13\|38.88\|0.05\|38.00\|39.01\|37.00\|111105;2026-05-14\|39.01\|0.33\|38.95\|40.33\|37.96\|130058;2026-05-15\|39.28\|0.69\|38.48\|42.20\|38.40\|171666;2026-05-18\|38.92\|-0.92\|39.28\|39.50\|37.71\|126069;2026-05-19\|41.00\|5.34\|38.92\|41.50\|38.32\|226356;2026-05-20\|42.60\|3.90\|41.00\|42.76\|39.50\|304410;2026-05-21\|40.02\|-6.06\|45.00\|47.00\|39.93\|384050;2026-05-22\|41.98\|4.90\|39.25\|42.68\|37.90\|321561;2026-05-25\|40.15\|-4.36\|41.98\|41.98\|38.99\|267100;2026-05-26\|42.80\|6.60\|40.09\|44.49\|39.80\|351525;2026-05-27\|40.13\|-6.24\|42.68\|42.75\|39.66\|267524;2026-05-28\|40.96\|2.07\|39.50\|42.48\|38.70\|186095;2026-05-29\|37.60\|-8.20\|41.10\|42.40\|37.00\|200918;2026-06-01\|34.85\|-7.31\|37.92\|38.41\|34.47\|264096;2026-06-02\|35.71\|2.47\|35.22\|37.52\|34.22\|214824;2026-06-03\|36.23\|1.46\|36.00\|37.86\|34.22\|281015;2026-06-04\|36.36\|0.36\|35.87\|37.52\|35.00\|162944;2026-06-05\|35.55\|-2.23\|36.48\|37.99\|35.00\|176425;2026-06-08\|31.49\|-11.42\|31.08\|33.58\|30.78\|225621;2026-06-09\|31.20\|-0.92\|32.00\|32.00\|30.00\|164064;2026-06-10\|30.50\|-2.24\|30.88\|31.19\|29.73\|139183;2026-06-11\|28.96\|-5.05\|30.24\|31.01\|28.60\|185185;2026-06-12\|28.01\|-3.28\|29.80\|30.37\|27.17\|205159;2026-06-15\|30.60\|9.25\|28.21\|30.64\|27.60\|217461;2026-06-16\|31.54\|3.07\|30.56\|32.00\|30.43\|156887;2026-06-17\|32.59\|3.33\|31.64\|33.29\|31.04\|173160;2026-06-18\|33.16\|1.75\|32.59\|34.78\|32.22\|175182;2026-06-22\|30.43\|-8.23\|33.28\|33.38\|29.96\|219318;2026-06-23\|29.82\|-2.00\|30.63\|31.72\|29.49\|181208;2026-06-24\|35.78\|19.99\|29.53\|35.78\|28.67\|377341;2026-06-25\|36.61\|2.32\|35.78\|36.93\|34.79\|371940;2026-06-26\|35.41\|-3.28\|36.25\|38.01\|34.99\|276067;2026-06-29\|33.10\|-6.52\|35.41\|35.46\|31.80\|300272;2026-06-30\|38.92\|17.58\|33.24\|39.70\|32.88\|330774;2026-07-01\|38.80\|-0.31\|38.90\|41.60\|38.13\|305923;2026-07-02\|39.94\|2.94\|37.58\|43.18\|36.51\|323689;2026-07-03\|39.07\|-2.18\|40.11\|41.00\|37.82\|258852;2026-07-06\|36.90\|-5.55\|39.68\|39.80\|35.95\|180237;2026-07-07\|37.44\|1.46\|36.90\|39.01\|35.72\|182120;2026-07-08\|35.26\|-5.82\|37.81\|38.20\|34.56\|195716;2026-07-09\|36.00\|2.10\|35.70\|36.28\|34.47\|149600;2026-07-10\|33.77\|-6.19\|36.65\|37.01\|33.50\|194579;2026-07-13\|29.88\|-11.52\|33.00\|34.00\|29.72\|182532;2026-07-14\|30.34\|1.54\|30.10\|30.69\|28.53\|144456;2026-07-15\|29.59\|-2.34\|30.58\|30.59\|27.96\|171510;2026-07-16\|30.89\|4.39\|29.43\|32.88\|28.97\|225673;2026-07-17\|26.90\|-12.92\|30.55\|30.96\|26.80\|227412;2026-07-20\|27.70\|2.97\|28.24\|29.29\|26.41\|261965;2026-07-21\|28.27\|2.06\|28.20\|28.44\|23.58\|277464;2026-07-22\|26.37\|-6.72\|27.79\|29.45\|26.15\|213607;2026-07-23\|27.07\|2.65\|26.03\|28.25\|24.80\|243361;2026-07-24\|28.75\|6.21\|26.80\|29.37\|26.30\|277704;2026-07-27\|29.90\|4.00\|28.47\|30.00\|27.09\|239958;2026-07-28\|27.91\|-6.66\|29.00\|30.95\|27.50\|181101;2026-07-29\|28.02\|0.39\|27.90\|29.20\|26.57\|167129;2026-07-30\|25.52\|-8.92\|28.45\|28.50\|25.52\|157141;2026-07-31\|27.99\|9.68\|27.22\|30.18\|27.08\|265123;2026-08-03\|26.55\|-5.14\|27.37\|28.28\|26.22\|157459;2026-08-04\|30.04\|13.14\|27.00\|30.60\|26.35\|237436;2026-08-05\|31.63\|5.29\|30.04\|32.45\|30.04\|189610;2026-08-06\|30.28\|-4.27\|31.00\|32.50\|30.05\|213048;2026-08-07\|32.05\|5.85\|29.98\|32.84\|29.75\|297043;2026-08-10\|32.31\|0.81\|30.80\|32.68\|29.79\|280147;2026-08-11\|33.57\|3.90\|31.73\|35.20\|31.28\|262669;2026-08-12\|32.57\|-2.98\|33.58\|33.85\|32.21\|182961;2026-08-13\|32.00\|-1.75\|32.77\|33.16\|31.96\|145216;2026-08-14\|31.85\|-0.47\|32.24\|32.62\|31.34\|90107;2026-08-17\|32.47\|1.95\|31.54\|33.00\|31.54\|147136;2026-08-18\|35.63\|9.73\|32.30\|35.78\|31.00\|298534;2026-08-19\|32.17\|-9.71\|34.59\|36.48\|31.83\|260552;2026-08-20\|32.39\|0.68\|32.51\|33.32\|31.59\|143401;2026-08-21\|34.18\|5.53\|32.22\|34.63\|31.03\|188532;2026-08-24\|31.50\|-7.84\|33.00\|33.50\|30.00\|221295;2026-08-25\|31.09\|-1.30\|30.90\|31.80\|29.67\|116792;2026-08-26\|30.70\|-1.25\|31.19\|31.28\|29.90\|94929;2026-08-27\|31.23\|1.73\|30.75\|31.46\|30.30\|107626;2026-08-28\|30.40\|-2.66\|31.14\|32.46\|29.99\|165392;2026-08-31\|30.47\|0.23\|29.80\|30.83\|29.47\|110432;2026-09-01\|30.89\|1.38\|30.26\|31.43\|29.11\|303194;2026-09-02\|30.89\|0.00\|30.48\|31.33\|29.93\|134915;2026-09-03\|30.21\|-2.20\|31.35\|31.70\|29.81\|116544;2026-09-04\|29.33\|-2.91\|30.50\|30.80\|28.94\|124252;2026-09-07\|29.64\|1.06\|29.51\|29.78\|29.05\|85752;2026-09-08\|29.07\|-1.92\|29.63\|29.99\|28.89\|106211;2026-09-09\|29.00\|-0.24\|29.00\|29.20\|28.57\|80843;2026-09-10\|29.66\|2.28\|28.96\|30.50\|28.64\|162139;2026-09-11\|31.20\|5.19\|29.10\|32.06\|28.60\|228254
117869	美团发布基于国产算力训练的万亿参数大模型	半导体设备+碳化硅陶瓷零部件+订单景气行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年4月18日年报，公司为半导体及泛半导体工艺制程领域综合性解决方案提供商，Gas Box产品已成为国内头部供应商，获得新凯来、北方华创等企业批量采用；并收购辽宁汉京半导体，拓展至高纯石英及碳化硅陶瓷零部件领域。 2、据2026年4月21日机构调研，2026年第一季度公司新签订单12亿元，同比增长58.6%，其中半导体订单7.05亿元，同比增长93.6%，半导体业务复苏趋势加强。 3、据2026年4月18日发布的2026年一季报，公司2026年第一季度实现营业收入9.70亿元，同比增长43.35%，下游行业资本开支景气度回升带动收入规模显著增加。	公司完成收购汉京半导体62.23%股权，新增石英、碳化硅陶瓷等半导体设备核心零组件，产品矩阵延伸至高端耗材	2026-05-08\|33.34\|-0.15\|33.19\|34.10\|32.60\|75839;2026-05-11\|35.30\|5.88\|33.84\|36.05\|33.55\|159804;2026-05-12\|35.96\|1.87\|35.30\|36.60\|34.75\|165031;2026-05-13\|38.46\|6.95\|35.55\|38.65\|35.46\|213649;2026-05-14\|46.15\|19.99\|39.78\|46.15\|37.99\|462706;2026-05-15\|48.00\|4.01\|46.00\|49.78\|45.30\|483891;2026-05-18\|49.10\|2.29\|49.50\|52.45\|47.50\|403547;2026-05-19\|49.50\|0.81\|48.00\|50.43\|47.20\|300206;2026-05-20\|50.21\|1.43\|48.68\|51.97\|48.27\|316119;2026-05-21\|45.41\|-9.56\|50.75\|50.98\|45.38\|377327;2026-05-22\|46.74\|2.93\|46.10\|46.78\|45.00\|246881;2026-05-25\|46.30\|-0.94\|47.04\|47.18\|44.56\|212309;2026-05-26\|43.30\|-6.48\|45.90\|45.90\|42.30\|206316;2026-05-27\|41.24\|-4.54\|43.20\|43.60\|40.86\|147464;2026-05-28\|43.89\|6.43\|41.00\|44.67\|40.50\|200306;2026-05-29\|40.56\|-7.59\|43.86\|44.35\|40.14\|155190;2026-06-01\|38.10\|-6.07\|40.73\|41.02\|37.96\|134244;2026-06-02\|38.47\|0.97\|38.60\|39.36\|37.61\|128023;2026-06-03\|38.11\|-0.94\|38.65\|39.50\|37.32\|138069;2026-06-04\|39.84\|4.54\|37.65\|40.81\|37.38\|167839;2026-06-05\|40.90\|2.66\|39.05\|42.63\|37.84\|257764;2026-06-08\|37.94\|-7.24\|38.88\|40.49\|37.51\|163174;2026-06-09\|45.53\|20.01\|39.03\|45.53\|38.55\|286436;2026-06-10\|45.93\|0.88\|45.00\|47.36\|44.20\|346178;2026-06-11\|47.42\|3.24\|45.93\|48.86\|45.50\|296763;2026-06-12\|46.22\|-2.53\|48.30\|52.06\|45.17\|387504;2026-06-15\|45.11\|-2.40\|45.00\|47.14\|43.72\|251710;2026-06-16\|44.75\|-0.80\|46.96\|47.80\|44.42\|216311;2026-06-17\|46.80\|4.58\|43.96\|47.80\|43.00\|267514;2026-06-18\|46.10\|-1.50\|46.01\|47.60\|45.44\|187799;2026-06-22\|45.13\|-2.10\|46.50\|47.55\|43.88\|205590;2026-06-23\|45.26\|0.29\|44.68\|47.70\|43.38\|194456;2026-06-24\|47.61\|5.19\|44.99\|47.76\|43.50\|212972;2026-06-25\|46.85\|-1.60\|49.33\|49.96\|45.60\|278591;2026-06-26\|56.22\|20.00\|46.00\|56.22\|45.50\|443106;2026-06-29\|65.95\|17.31\|59.04\|67.46\|55.00\|666506;2026-06-30\|79.06\|19.88\|70.61\|79.14\|70.61\|616474;2026-07-01\|83.66\|5.82\|81.30\|88.66\|80.01\|565126;2026-07-02\|79.97\|-4.41\|77.70\|84.00\|75.11\|383842;2026-07-03\|77.41\|-3.20\|78.11\|79.95\|70.01\|376683;2026-07-06\|71.00\|-8.28\|79.36\|79.95\|70.00\|305978;2026-07-07\|78.50\|10.56\|71.00\|83.00\|68.85\|405303;2026-07-08\|75.68\|-3.59\|80.90\|83.05\|71.60\|316999;2026-07-09\|80.33\|6.14\|74.36\|80.67\|71.11\|385318;2026-07-10\|68.03\|-15.31\|80.67\|81.00\|68.03\|423030;2026-07-13\|63.98\|-5.95\|64.20\|71.09\|63.37\|309456;2026-07-14\|63.12\|-1.34\|64.66\|67.84\|61.66\|253334;2026-07-15\|60.63\|-3.94\|65.00\|67.00\|59.10\|228200;2026-07-16\|56.30\|-7.14\|56.73\|60.68\|55.88\|222336;2026-07-17\|48.18\|-14.42\|55.18\|55.99\|47.85\|331451;2026-07-20\|41.84\|-13.16\|50.00\|51.20\|40.11\|338677;2026-07-21\|50.21\|20.00\|43.14\|50.21\|39.00\|439233;2026-07-22\|47.41\|-5.58\|49.19\|51.16\|46.80\|361381;2026-07-23\|44.91\|-5.27\|47.84\|48.35\|44.30\|211828;2026-07-24\|48.38\|7.73\|44.07\|49.97\|43.70\|398770;2026-07-27\|54.55\|12.75\|48.46\|54.79\|46.33\|446330;2026-07-28\|49.17\|-9.86\|50.80\|53.50\|48.95\|312899;2026-07-29\|54.71\|11.27\|49.45\|55.18\|47.77\|450173;2026-07-30\|48.84\|-10.73\|53.74\|53.88\|48.66\|385029;2026-07-31\|49.71\|1.78\|54.00\|56.46\|49.20\|451714;2026-08-03\|43.50\|-12.49\|48.42\|49.01\|40.85\|464107;2026-08-04\|47.85\|10.00\|43.22\|49.39\|41.80\|423280;2026-08-05\|57.42\|20.00\|47.46\|57.42\|47.45\|445524;2026-08-06\|61.00\|6.23\|57.30\|62.59\|57.12\|465064;2026-08-07\|65.98\|8.16\|60.05\|68.00\|60.00\|434257;2026-08-10\|70.50\|6.85\|66.97\|70.50\|66.60\|415324;2026-08-11\|69.98\|-0.74\|69.25\|74.66\|69.25\|338192;2026-08-12\|75.35\|7.67\|71.16\|76.66\|71.16\|295923;2026-08-13\|71.86\|-4.63\|76.55\|77.12\|71.00\|262826;2026-08-14\|72.38\|0.72\|72.47\|75.13\|70.73\|187782;2026-08-17\|72.22\|-0.22\|70.84\|73.62\|70.00\|249569;2026-08-18\|70.95\|-1.76\|72.44\|74.10\|68.20\|291540;2026-08-19\|65.18\|-8.13\|68.26\|70.74\|64.00\|275007;2026-08-20\|66.20\|1.56\|65.71\|68.30\|64.14\|221634;2026-08-21\|66.30\|0.15\|67.33\|69.37\|65.67\|206571;2026-08-24\|71.15\|7.32\|67.00\|71.75\|64.50\|350497;2026-08-25\|70.60\|-0.77\|69.19\|72.10\|64.30\|310197;2026-08-26\|72.80\|3.12\|70.00\|73.90\|68.21\|275190;2026-08-27\|72.40\|-0.55\|71.49\|74.30\|68.30\|315987;2026-08-28\|67.40\|-6.91\|71.00\|74.68\|67.00\|230551;2026-08-31\|67.40\|0.00\|64.90\|68.90\|63.43\|223785;2026-09-01\|66.60\|-1.19\|71.10\|72.50\|63.91\|319276;2026-09-02\|65.75\|-1.28\|65.27\|69.86\|64.18\|219247;2026-09-03\|65.00\|-1.14\|66.33\|66.80\|62.70\|195932;2026-09-04\|60.40\|-7.08\|66.10\|66.35\|59.00\|211478;2026-09-07\|65.72\|8.81\|61.25\|67.20\|60.74\|241759;2026-09-08\|63.50\|-3.38\|66.68\|66.78\|63.26\|146815;2026-09-09\|61.88\|-2.55\|64.01\|65.84\|61.10\|118424;2026-09-10\|61.50\|-0.61\|61.54\|63.50\|60.39\|112648;2026-09-11\|58.05\|-5.61\|60.80\|60.80\|55.62\|180506
117868	美团发布基于国产算力训练的万亿参数大模型	半导体设备+机器人+商业航天 1、据2026年6月29日互动易，公司持续关注半导体设备产业链产品，寻找合作机会；据2026年6月12日互动易，公司关注半导体设备铸件，已进行样件开发，处于前期研发和测试验证阶段。 2、据2026年6月30日公司官微，明志科技再增7件发明专利授权，累计有效专利授权225件。 3、据2023年8月30日公告，公司主要产品包括工业机器人手臂壳体；据2025年半年报，公司数字化制芯系统已用于航天、军工等领域铸件测试；据2026年6月18日公告，公司诉云内动力拖欠货款案一审已判决，未对公司造成重大不利影响。	公司精密组芯铸造工艺适合泛半导体精密铸件的开发及生产	2026-05-08\|24.12\|2.12\|23.65\|24.32\|23.16\|27395;2026-05-11\|23.93\|-0.79\|24.58\|24.58\|23.80\|23352;2026-05-12\|23.58\|-1.46\|23.94\|24.59\|23.51\|26777;2026-05-13\|23.45\|-0.55\|23.41\|23.80\|23.22\|23324;2026-05-14\|23.11\|-1.45\|23.73\|23.73\|23.01\|18729;2026-05-15\|23.77\|2.86\|23.01\|24.27\|23.01\|20851;2026-05-18\|24.06\|1.22\|23.78\|24.24\|22.92\|24317;2026-05-19\|24.63\|2.37\|23.90\|24.74\|23.90\|28693;2026-05-20\|24.28\|-1.42\|24.40\|24.62\|23.76\|21952;2026-05-21\|22.63\|-6.80\|24.47\|24.47\|22.30\|31799;2026-05-22\|23.73\|4.86\|22.81\|23.96\|22.45\|26980;2026-05-25\|22.96\|-3.24\|23.73\|24.07\|22.44\|27542;2026-05-26\|22.09\|-3.79\|22.74\|22.84\|21.69\|21730;2026-05-27\|20.81\|-5.79\|22.23\|22.23\|20.67\|29894;2026-05-28\|20.69\|-0.58\|20.72\|20.88\|19.91\|21984;2026-05-29\|19.45\|-5.99\|20.68\|20.88\|19.20\|24250;2026-06-01\|19.57\|0.62\|19.22\|19.89\|19.22\|19911;2026-06-02\|19.04\|-2.71\|19.57\|19.80\|18.84\|20682;2026-06-03\|19.05\|0.05\|18.93\|19.38\|18.70\|15376;2026-06-04\|18.70\|-1.84\|18.70\|19.20\|18.34\|14341;2026-06-05\|18.73\|0.16\|18.68\|19.27\|18.21\|16554;2026-06-08\|18.33\|-2.14\|18.31\|19.20\|18.07\|18753;2026-06-09\|18.26\|-0.38\|18.28\|18.69\|18.11\|12965;2026-06-10\|17.82\|-2.41\|18.10\|18.35\|17.42\|15222;2026-06-11\|17.80\|-0.11\|17.85\|17.96\|17.28\|12778;2026-06-12\|18.00\|1.12\|17.94\|18.23\|17.71\|14088;2026-06-15\|18.05\|0.28\|18.10\|18.55\|17.88\|15545;2026-06-16\|18.26\|1.16\|18.10\|18.44\|17.82\|11479;2026-06-17\|18.52\|1.42\|18.31\|18.75\|18.05\|17899;2026-06-18\|18.17\|-1.89\|18.55\|18.65\|18.13\|16541;2026-06-22\|17.97\|-1.10\|18.15\|18.27\|17.14\|18931;2026-06-23\|18.19\|1.22\|18.04\|18.45\|17.89\|13064;2026-06-24\|17.52\|-3.68\|18.23\|18.23\|17.38\|13807;2026-06-25\|17.20\|-1.83\|17.48\|17.87\|17.05\|15701;2026-06-26\|16.28\|-2.52\|16.71\|16.80\|16.20\|13350;2026-06-29\|16.04\|-1.47\|16.21\|16.30\|15.71\|18351;2026-06-30\|19.25\|20.01\|16.14\|19.25\|15.92\|50144;2026-07-01\|20.61\|7.06\|19.65\|21.51\|19.36\|79138;2026-07-02\|21.68\|5.19\|20.58\|23.15\|20.20\|81133;2026-07-03\|21.16\|-2.40\|21.70\|22.29\|20.60\|50055;2026-07-06\|20.27\|-4.21\|20.95\|21.29\|20.25\|31834;2026-07-07\|19.86\|-2.02\|20.01\|20.43\|19.51\|24452;2026-07-08\|19.54\|-1.61\|19.84\|20.17\|18.83\|28689;2026-07-09\|19.84\|1.54\|20.17\|20.28\|19.01\|39539;2026-07-10\|21.00\|5.85\|19.84\|21.42\|19.52\|38456;2026-07-13\|18.60\|-11.43\|21.19\|21.63\|18.58\|31191;2026-07-14\|18.85\|1.34\|18.81\|19.16\|18.36\|22881;2026-07-15\|18.08\|-4.08\|19.03\|19.03\|17.87\|22607;2026-07-16\|17.61\|-2.60\|18.26\|18.62\|17.48\|22654;2026-07-17\|16.75\|-4.88\|17.55\|18.04\|16.38\|30400;2026-07-20\|15.46\|-7.70\|16.76\|17.19\|15.17\|30024;2026-07-21\|15.44\|-0.13\|15.31\|15.74\|13.86\|44262;2026-07-22\|15.19\|-1.62\|15.08\|15.84\|15.08\|24022;2026-07-23\|15.40\|1.38\|15.08\|15.50\|15.07\|12825;2026-07-24\|15.08\|-2.08\|15.17\|15.45\|15.08\|9885;2026-07-27\|15.47\|2.59\|15.06\|15.70\|15.06\|14157;2026-07-28\|15.46\|-0.06\|15.60\|16.08\|15.41\|17645;2026-07-29\|15.61\|0.97\|15.67\|15.77\|15.22\|17043;2026-07-30\|15.27\|-2.18\|15.62\|16.09\|15.17\|20288;2026-07-31\|16.01\|4.85\|15.27\|16.09\|15.27\|18224;2026-08-03\|16.29\|1.75\|16.15\|16.32\|15.82\|14015;2026-08-04\|16.70\|2.52\|16.41\|16.86\|16.35\|18669;2026-08-05\|17.26\|3.35\|16.66\|17.36\|16.66\|19698;2026-08-06\|17.36\|0.58\|17.11\|17.68\|17.01\|10172;2026-08-07\|17.69\|1.90\|17.45\|17.81\|16.80\|17460;2026-08-10\|17.96\|1.53\|17.77\|17.98\|17.22\|12470;2026-08-11\|17.63\|-1.84\|17.62\|17.93\|17.51\|8965;2026-08-12\|17.78\|0.85\|17.63\|17.96\|17.45\|7860;2026-08-13\|17.57\|-1.18\|17.66\|17.89\|17.54\|10454;2026-08-14\|17.52\|-0.28\|17.54\|17.78\|17.37\|10959;2026-08-17\|18.08\|3.20\|17.73\|18.23\|17.59\|11922;2026-08-18\|18.05\|-0.17\|18.03\|18.25\|17.90\|8661;2026-08-19\|17.33\|-3.99\|17.91\|18.02\|17.17\|13509;2026-08-20\|17.45\|0.69\|17.49\|17.70\|17.37\|8264;2026-08-21\|17.34\|-0.63\|17.52\|17.54\|17.11\|11780;2026-08-24\|17.39\|0.29\|17.28\|17.56\|17.12\|12241;2026-08-25\|17.65\|1.50\|17.12\|17.70\|16.97\|13964;2026-08-26\|17.48\|-0.96\|17.65\|17.73\|17.35\|9967;2026-08-27\|17.63\|0.86\|17.28\|17.77\|17.28\|9528;2026-08-28\|17.76\|0.74\|17.74\|17.93\|17.52\|8267;2026-08-31\|17.90\|0.79\|17.36\|17.99\|17.30\|14723;2026-09-01\|17.93\|0.17\|17.85\|18.12\|17.68\|9756;2026-09-02\|17.58\|-1.95\|18.04\|18.04\|17.32\|15118;2026-09-03\|17.61\|0.17\|17.61\|17.85\|17.23\|11113;2026-09-04\|17.28\|-1.87\|17.71\|17.82\|17.11\|12928;2026-09-07\|17.09\|-1.10\|17.38\|17.38\|17.05\|10172;2026-09-08\|17.28\|1.11\|17.08\|17.32\|16.97\|8884;2026-09-09\|17.23\|-0.29\|17.43\|17.54\|17.10\|10744;2026-09-10\|16.87\|-2.09\|17.11\|17.23\|16.81\|7560;2026-09-11\|16.48\|-2.31\|16.71\|16.88\|16.13\|9313
117867	美团发布基于国产算力训练的万亿参数大模型	中报预增+存储芯片+LED涨价行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月26日公告，公司预计2026年上半年归母净利润为9000万元至1.1亿元，同比增长351.63%至407.54%，业绩增长主要得益于技术创新、产品迭代、管理提升和营销策略的有效实施。 2、据2026年5月8日机构调研，公司拥有非易失性存储器芯片技术及产品，部分产品已量产。 3、据2026年5月8日机构调研，由于原材料涨价，公司相关产品相应涨价，确认了LED驱动产品价格上调。	国内电源芯片龙头，micro LED驱动芯片公司已量产	2026-05-08\|53.80\|11.76\|48.00\|55.34\|47.23\|318091;2026-05-11\|53.24\|-1.04\|53.82\|54.16\|52.18\|265639;2026-05-12\|52.81\|-0.81\|53.24\|54.44\|51.80\|172552;2026-05-13\|52.46\|-0.66\|51.39\|52.77\|50.57\|168593;2026-05-14\|53.14\|1.30\|52.46\|54.82\|51.58\|226502;2026-05-15\|50.66\|-4.67\|52.90\|52.91\|49.94\|176039;2026-05-18\|51.69\|2.03\|49.03\|51.99\|48.50\|131347;2026-05-19\|51.09\|-1.16\|50.76\|51.35\|50.00\|104978;2026-05-20\|53.50\|4.72\|50.58\|54.00\|49.80\|192724;2026-05-21\|49.70\|-7.10\|53.50\|54.40\|49.01\|209883;2026-05-22\|50.12\|0.85\|49.70\|50.47\|48.07\|145050;2026-05-25\|52.74\|5.23\|49.91\|53.00\|49.12\|193497;2026-05-26\|49.58\|-5.99\|52.00\|52.50\|47.90\|169224;2026-05-27\|49.00\|-1.17\|49.60\|51.63\|48.78\|123255;2026-05-28\|49.72\|1.47\|48.01\|50.15\|47.05\|123139;2026-05-29\|44.95\|-9.59\|50.05\|50.21\|44.48\|167596;2026-06-01\|44.90\|-0.11\|44.83\|46.40\|44.40\|78419;2026-06-02\|43.87\|-2.29\|44.63\|45.20\|42.64\|86402;2026-06-03\|44.28\|0.93\|43.87\|45.35\|43.55\|79784;2026-06-04\|44.28\|0.00\|43.77\|45.15\|43.01\|71692;2026-06-05\|43.07\|-2.73\|43.49\|44.44\|42.14\|78826;2026-06-08\|40.83\|-5.20\|41.00\|42.67\|39.92\|80125;2026-06-09\|46.20\|13.15\|41.58\|46.50\|40.96\|149321;2026-06-10\|49.90\|8.01\|45.64\|51.99\|45.50\|250488;2026-06-11\|49.13\|-1.54\|49.02\|50.93\|48.58\|113426;2026-06-12\|49.02\|-0.22\|50.05\|50.69\|48.39\|120365;2026-06-15\|52.85\|7.81\|49.55\|53.77\|48.55\|190357;2026-06-16\|53.20\|0.66\|52.79\|53.75\|51.90\|158671;2026-06-17\|54.45\|2.35\|52.28\|54.58\|52.28\|151653;2026-06-18\|60.47\|11.06\|54.00\|62.05\|53.91\|320181;2026-06-22\|66.88\|10.60\|62.00\|67.76\|60.36\|310457;2026-06-23\|63.43\|-5.16\|64.00\|65.88\|62.10\|191790;2026-06-24\|73.25\|15.48\|65.80\|74.06\|65.71\|348521;2026-06-25\|71.60\|-2.25\|71.50\|75.36\|71.13\|267195;2026-06-26\|71.06\|-0.75\|72.00\|74.48\|69.99\|206958;2026-06-29\|71.80\|1.04\|75.00\|76.06\|65.11\|335567;2026-06-30\|86.16\|20.00\|70.20\|86.16\|70.00\|414462;2026-07-01\|91.74\|6.48\|88.38\|97.59\|88.28\|402357;2026-07-02\|92.24\|0.55\|90.37\|97.97\|85.40\|370854;2026-07-03\|94.35\|2.29\|94.08\|102.32\|93.97\|344309;2026-07-06\|102.32\|8.45\|94.39\|105.58\|90.66\|342766;2026-07-07\|97.15\|-5.05\|97.68\|102.97\|94.18\|252683;2026-07-08\|93.01\|-4.26\|98.79\|101.35\|87.44\|236742;2026-07-09\|96.80\|4.07\|94.74\|97.08\|90.00\|226568;2026-07-10\|88.00\|-9.09\|95.11\|97.23\|88.00\|252822;2026-07-13\|81.88\|-6.95\|87.21\|88.74\|81.16\|187845;2026-07-14\|86.01\|5.04\|83.40\|87.20\|81.00\|167776;2026-07-15\|80.20\|-6.75\|87.10\|88.79\|79.86\|160575;2026-07-16\|74.14\|-7.56\|79.48\|80.66\|73.40\|151822;2026-07-17\|66.74\|-9.98\|74.30\|74.68\|66.00\|178236;2026-07-20\|61.14\|-8.39\|69.65\|71.09\|58.50\|221037;2026-07-21\|68.73\|12.41\|63.94\|68.99\|54.20\|276036;2026-07-22\|72.13\|4.95\|69.82\|77.45\|68.63\|271173;2026-07-23\|68.70\|-4.76\|72.15\|74.00\|68.00\|174383;2026-07-24\|67.64\|-1.54\|66.69\|71.14\|66.20\|149124;2026-07-27\|68.98\|1.98\|66.95\|69.42\|64.00\|153714;2026-07-28\|63.57\|-7.84\|67.14\|68.98\|63.00\|127063;2026-07-29\|61.60\|-3.10\|63.40\|64.63\|58.18\|171070;2026-07-30\|53.86\|-12.56\|59.97\|60.80\|53.03\|175592;2026-07-31\|54.32\|0.85\|60.18\|61.90\|54.08\|210786;2026-08-03\|50.06\|-7.84\|53.34\|54.87\|49.62\|183902;2026-08-04\|54.79\|9.45\|50.34\|56.17\|49.65\|186815;2026-08-05\|58.97\|7.63\|54.80\|60.05\|54.46\|194624;2026-08-06\|61.16\|3.71\|57.98\|61.97\|57.10\|176794;2026-08-07\|63.92\|4.51\|60.75\|64.80\|60.00\|162371;2026-08-10\|62.82\|-1.72\|63.84\|65.00\|61.26\|119385;2026-08-11\|62.22\|-0.96\|62.74\|63.88\|61.16\|111789;2026-08-12\|63.92\|2.73\|62.63\|65.53\|62.30\|135540;2026-08-13\|62.50\|-2.22\|65.56\|66.10\|62.35\|141790;2026-08-14\|64.19\|2.70\|64.37\|64.40\|61.82\|107514;2026-08-17\|65.79\|2.49\|64.52\|66.11\|63.99\|139212;2026-08-18\|64.38\|-2.14\|65.88\|66.60\|62.94\|123656;2026-08-19\|57.86\|-10.13\|61.76\|62.74\|57.29\|152350;2026-08-20\|60.08\|3.84\|58.36\|63.56\|57.62\|165995;2026-08-21\|59.47\|-1.02\|59.74\|61.70\|57.80\|123952;2026-08-24\|56.11\|-5.65\|59.19\|59.47\|54.52\|123002;2026-08-25\|55.00\|-1.98\|55.46\|55.95\|53.08\|109659;2026-08-26\|53.93\|-1.95\|55.38\|55.60\|53.10\|111066;2026-08-27\|57.02\|5.73\|54.83\|57.60\|54.00\|142313;2026-08-28\|55.71\|-2.30\|57.03\|58.36\|55.65\|117754;2026-08-31\|57.10\|2.50\|54.75\|57.22\|54.36\|94909;2026-09-01\|54.80\|-4.03\|57.32\|57.38\|54.50\|96651;2026-09-02\|53.47\|-2.43\|53.53\|54.23\|52.90\|80171;2026-09-03\|53.78\|0.58\|54.20\|54.70\|52.85\|68938;2026-09-04\|51.52\|-4.20\|54.06\|55.01\|51.10\|102227;2026-09-07\|52.70\|2.29\|52.02\|53.34\|51.80\|88716;2026-09-08\|52.25\|-0.85\|52.73\|53.79\|51.61\|78647;2026-09-09\|51.85\|-0.77\|52.52\|53.65\|51.57\|76530;2026-09-10\|51.33\|-1.00\|51.42\|52.19\|51.09\|53294;2026-09-11\|50.20\|-2.20\|50.36\|50.70\|48.46\|83934
117866	美团发布基于国产算力训练的万亿参数大模型	先进封装+显示驱动芯片+合肥国资行业原因：美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月14日机构调研，公司以5000万元增资成都奕成科技，补齐板级系统集成、高密度RDL及异构集成技术短板，形成完整先进封测能力闭环，提升对AI、HPC、汽车电子等高毛利领域覆盖。 2、据2025年年度报告，公司是境内收入规模最高的显示驱动芯片封测企业，全球第三，具备28nm制程显示驱动芯片封测量产能力，并发展了电源管理芯片、射频前端芯片等多元化封测业务。 3、据2025年年度报告，公司实控人为合肥市人民政府国有资产监督管理委员会；据2026年6月4日机构调研，公司正推进苏州厂区三期地块资本支出项目，拟计划投入24.54亿元布局先进封装产能建设。	公司是中国境内最早专业从事 8 吋及 12 吋显示驱动芯片先进封测并可提供全制程（Turn-key）封测服务的企业之一，近年来公司显示驱动芯片封测收入及封装芯片的出货量均位列中国境内第一、全球第三	2026-05-08\|13.11\|-0.30\|13.06\|13.21\|13.00\|118588;2026-05-11\|13.82\|5.42\|13.32\|14.06\|13.25\|271151;2026-05-12\|14.02\|1.45\|13.79\|14.39\|13.67\|266475;2026-05-13\|14.44\|3.00\|13.92\|14.66\|13.63\|257983;2026-05-14\|14.95\|3.53\|14.56\|15.42\|14.50\|599775;2026-05-15\|14.56\|-2.61\|14.88\|15.27\|14.41\|344838;2026-05-18\|14.93\|2.54\|14.66\|15.42\|14.20\|312802;2026-05-19\|15.74\|5.43\|14.80\|15.81\|14.60\|301589;2026-05-20\|15.55\|-1.21\|15.78\|16.00\|15.39\|226061;2026-05-21\|14.40\|-7.40\|15.68\|16.30\|14.36\|388780;2026-05-22\|15.00\|4.17\|14.67\|15.19\|14.40\|246318;2026-05-25\|17.35\|15.67\|15.01\|17.43\|14.75\|568520;2026-05-26\|18.99\|9.45\|17.22\|19.63\|17.22\|841220;2026-05-27\|17.88\|-5.85\|18.48\|18.80\|17.21\|624070;2026-05-28\|18.67\|4.42\|17.50\|19.22\|17.26\|516331;2026-05-29\|19.48\|4.34\|19.02\|19.93\|18.60\|613843;2026-06-01\|21.62\|10.99\|19.69\|22.00\|19.40\|679658;2026-06-02\|23.62\|9.25\|21.88\|24.58\|21.65\|709308;2026-06-03\|22.96\|-2.79\|23.44\|24.31\|22.33\|575907;2026-06-04\|21.56\|-6.10\|22.34\|22.99\|21.38\|550571;2026-06-05\|19.66\|-8.60\|21.06\|21.20\|19.44\|532594;2026-06-08\|18.73\|-4.73\|18.95\|19.77\|18.34\|317042;2026-06-09\|19.27\|2.88\|18.95\|19.80\|18.46\|391502;2026-06-10\|17.92\|-7.01\|18.80\|18.89\|17.60\|398432;2026-06-11\|17.00\|-5.13\|17.69\|18.08\|16.86\|341715;2026-06-12\|16.65\|-2.06\|17.44\|17.82\|16.28\|469124;2026-06-15\|17.87\|7.33\|16.42\|17.94\|16.39\|346679;2026-06-16\|18.50\|3.53\|18.30\|19.07\|18.10\|399180;2026-06-17\|18.81\|1.68\|18.40\|19.17\|18.08\|330130;2026-06-18\|19.10\|1.54\|18.86\|19.54\|18.71\|436070;2026-06-22\|18.66\|-2.30\|19.37\|19.50\|17.98\|390040;2026-06-23\|18.72\|0.32\|18.55\|19.44\|18.16\|328221;2026-06-24\|21.18\|13.14\|18.38\|21.70\|18.32\|616601;2026-06-25\|20.55\|-2.97\|20.67\|21.16\|19.80\|486204;2026-06-26\|21.00\|2.19\|20.05\|21.78\|19.86\|503167;2026-06-29\|20.15\|-4.05\|20.75\|21.50\|19.07\|455854;2026-06-30\|24.18\|20.00\|20.15\|24.18\|19.90\|605818;2026-07-01\|22.89\|-5.33\|23.60\|24.48\|22.47\|578394;2026-07-02\|21.73\|-5.07\|22.21\|24.81\|21.09\|578359;2026-07-03\|21.10\|-2.90\|21.89\|22.30\|20.39\|390574;2026-07-06\|21.96\|4.08\|21.58\|22.98\|20.09\|471557;2026-07-07\|21.42\|-2.46\|21.75\|22.91\|21.00\|342216;2026-07-08\|20.30\|-5.23\|21.68\|21.95\|19.53\|332939;2026-07-09\|23.49\|15.71\|20.90\|23.80\|20.50\|483503;2026-07-10\|22.00\|-6.34\|23.70\|24.68\|21.97\|440383;2026-07-13\|19.50\|-11.36\|21.57\|23.06\|19.38\|441102;2026-07-14\|18.85\|-3.33\|18.92\|19.64\|18.11\|344138;2026-07-15\|17.75\|-5.84\|19.21\|19.48\|17.40\|287766;2026-07-16\|16.07\|-9.46\|17.10\|17.67\|15.90\|311879;2026-07-17\|14.12\|-12.13\|16.14\|16.28\|14.02\|296624;2026-07-20\|13.00\|-7.93\|14.68\|14.86\|12.55\|380541;2026-07-21\|14.19\|9.15\|13.36\|14.65\|12.21\|516177;2026-07-22\|14.33\|0.99\|14.07\|15.10\|13.90\|405808;2026-07-23\|14.37\|0.28\|14.41\|14.65\|13.78\|273312;2026-07-24\|14.28\|-0.63\|14.18\|14.62\|13.88\|235312;2026-07-27\|14.19\|-0.63\|14.26\|14.52\|13.66\|199980;2026-07-28\|13.52\|-4.72\|14.00\|14.55\|13.36\|265042;2026-07-29\|13.29\|-1.70\|13.62\|13.73\|12.58\|243229;2026-07-30\|12.49\|-6.02\|13.11\|13.29\|12.37\|230569;2026-07-31\|13.91\|11.37\|13.37\|14.53\|13.25\|358869;2026-08-03\|13.31\|-4.31\|13.60\|14.19\|13.00\|263547;2026-08-04\|14.74\|10.74\|13.45\|14.79\|13.21\|304782;2026-08-05\|15.28\|3.66\|14.50\|15.59\|14.48\|272921;2026-08-06\|15.87\|3.86\|15.02\|16.43\|14.86\|292864;2026-08-07\|17.38\|9.51\|15.74\|18.07\|15.64\|342057;2026-08-10\|17.70\|1.84\|17.40\|18.00\|17.06\|262407;2026-08-11\|17.48\|-1.24\|17.51\|17.99\|17.20\|150472;2026-08-12\|18.06\|3.32\|17.51\|18.25\|17.47\|167816;2026-08-13\|18.23\|0.94\|18.28\|19.05\|18.02\|228469;2026-08-14\|18.83\|3.29\|18.50\|19.35\|18.36\|258336;2026-08-17\|20.03\|6.37\|19.45\|20.29\|19.12\|358001;2026-08-18\|20.31\|1.40\|20.00\|20.45\|19.76\|253260;2026-08-19\|18.14\|-10.68\|19.60\|19.96\|17.80\|473798;2026-08-20\|18.36\|1.21\|18.59\|19.13\|18.11\|244963;2026-08-21\|18.52\|0.87\|18.40\|19.27\|18.35\|193477;2026-08-24\|18.04\|-2.59\|18.63\|18.76\|17.52\|226290;2026-08-25\|17.51\|-2.94\|17.80\|17.98\|16.80\|212406;2026-08-26\|17.05\|-2.63\|17.67\|17.72\|16.89\|176123;2026-08-27\|18.46\|8.27\|17.10\|18.61\|16.96\|284899;2026-08-28\|18.08\|-2.06\|18.45\|18.88\|18.02\|229764;2026-08-31\|17.98\|-0.55\|17.57\|18.44\|17.42\|185291;2026-09-01\|17.25\|-4.06\|17.97\|18.04\|17.17\|171746;2026-09-02\|17.54\|1.68\|17.04\|17.66\|16.51\|192100;2026-09-03\|17.07\|-2.68\|17.67\|18.12\|16.82\|181180;2026-09-04\|16.41\|-3.87\|17.30\|18.34\|16.25\|240497;2026-09-07\|17.16\|4.57\|16.60\|17.44\|16.46\|199406;2026-09-08\|17.42\|1.52\|17.08\|18.08\|16.94\|261527;2026-09-09\|17.70\|1.61\|17.57\|18.48\|17.42\|292044;2026-09-10\|17.26\|-2.49\|17.53\|17.88\|17.19\|151593;2026-09-11\|16.59\|-3.88\|17.01\|17.20\|15.92\|223698
117865	美团发布基于国产算力训练的万亿参数大模型	功率半导体+GaN+低空经济行业原因： 1、据科创板日报6月15日报道，韩国政府正式启动“超级创新经济项目”，计划投入5000亿韩元集中攻关碳化硅、氮化镓等下一代功率半导体技术，目标2030年实现产能自给率翻倍。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月30日公告，公司拟使用募集资金向控股子公司上海道之增资2亿元，用于“车规级GaN模块产业化项目”建设，以把握氮化镓在高功率密度场景下的应用机遇。 2、据2026年4月30日年报，公司车规级SiC MOSFET模块已获得载人电动商用飞行器定点，首次进入商业航空领域，预计2026年开始批量销售；多个低空飞行器项目已开始批量装机。 3、据证券时报网2026年6月30日报道，多家功率半导体厂商将在7月1日调整产品价格；据机构一致预测，公司2026年净利润有望同比增长44.6%。公司主营IGBT和SiC为主的功率芯片和模块。	公司主营IGBT为主的功率半导体芯片和模块的设计研发和生产	2026-05-08\|106.26\|0.25\|105.08\|106.97\|102.40\|93036;2026-05-11\|111.15\|4.60\|107.80\|111.60\|107.17\|124418;2026-05-12\|113.13\|1.78\|110.50\|115.00\|108.88\|117830;2026-05-13\|124.44\|10.00\|111.51\|124.44\|110.23\|154291;2026-05-14\|124.46\|0.02\|130.00\|135.00\|124.26\|264392;2026-05-15\|124.95\|0.39\|126.82\|131.10\|123.09\|167961;2026-05-18\|123.60\|-1.08\|122.99\|128.65\|122.58\|128336;2026-05-19\|123.83\|0.19\|122.50\|123.98\|117.20\|138075;2026-05-20\|127.03\|2.58\|122.81\|129.52\|122.81\|138479;2026-05-21\|122.23\|-3.78\|127.03\|130.97\|121.70\|162744;2026-05-22\|131.75\|7.79\|123.78\|134.40\|122.49\|179546;2026-05-25\|139.56\|5.93\|134.40\|139.56\|131.00\|184784;2026-05-26\|132.94\|-4.74\|136.00\|136.31\|129.00\|159997;2026-05-27\|135.00\|1.55\|134.30\|142.14\|133.10\|175271;2026-05-28\|143.00\|5.93\|132.50\|143.99\|131.50\|188798;2026-05-29\|128.70\|-10.00\|142.61\|143.00\|128.70\|175883;2026-06-01\|117.11\|-9.01\|126.04\|127.00\|116.10\|150564;2026-06-02\|116.91\|-0.17\|117.00\|119.99\|114.66\|96366;2026-06-03\|117.96\|0.90\|118.00\|121.58\|116.00\|107344;2026-06-04\|121.33\|2.86\|117.66\|122.70\|116.00\|93633;2026-06-05\|113.18\|-6.72\|118.95\|118.95\|112.47\|115266;2026-06-08\|106.40\|-5.99\|106.72\|110.21\|105.97\|81714;2026-06-09\|112.00\|5.26\|108.00\|112.96\|105.97\|86604;2026-06-10\|109.91\|-1.87\|109.98\|111.98\|107.60\|67398;2026-06-11\|111.45\|1.40\|108.55\|114.90\|108.30\|66100;2026-06-12\|109.00\|-2.20\|114.44\|115.33\|108.70\|71609;2026-06-15\|116.80\|7.16\|110.50\|117.16\|108.33\|97225;2026-06-16\|124.45\|7.02\|116.92\|127.80\|116.81\|134059;2026-06-17\|130.98\|5.25\|123.36\|132.35\|123.00\|138933;2026-06-18\|130.90\|-0.06\|130.88\|133.25\|129.00\|126426;2026-06-22\|135.59\|3.58\|133.51\|138.00\|132.70\|136874;2026-06-23\|138.80\|2.37\|134.63\|143.80\|133.11\|160454;2026-06-24\|139.20\|0.29\|137.60\|143.28\|134.68\|138495;2026-06-25\|138.22\|-0.70\|139.19\|140.39\|135.60\|107516;2026-06-26\|133.86\|-3.15\|138.32\|141.95\|133.51\|115092;2026-06-29\|139.04\|3.87\|139.89\|146.70\|132.49\|167135;2026-06-30\|152.94\|10.00\|146.03\|152.94\|137.25\|174824;2026-07-01\|151.89\|-0.69\|155.00\|159.69\|149.61\|222072;2026-07-02\|136.89\|-9.88\|143.82\|147.30\|136.70\|179781;2026-07-03\|129.35\|-5.51\|135.96\|136.75\|129.29\|125512;2026-07-06\|126.71\|-2.04\|131.27\|131.98\|122.00\|124475;2026-07-07\|128.45\|1.37\|125.01\|132.75\|124.20\|111146;2026-07-08\|129.28\|0.65\|129.00\|134.99\|125.20\|139483;2026-07-09\|133.40\|3.19\|132.00\|133.70\|127.02\|123482;2026-07-10\|123.81\|-7.19\|133.98\|137.97\|123.79\|162657;2026-07-13\|116.99\|-5.51\|120.50\|125.18\|115.05\|99955;2026-07-14\|116.25\|-0.63\|116.00\|118.00\|110.05\|88155;2026-07-15\|104.71\|-9.93\|114.27\|115.58\|104.63\|129580;2026-07-16\|97.93\|-6.47\|101.94\|105.50\|97.00\|94389;2026-07-17\|88.15\|-9.99\|96.60\|97.69\|88.14\|99204;2026-07-20\|81.74\|-7.27\|90.00\|90.80\|79.84\|111319;2026-07-21\|88.77\|8.60\|83.64\|88.87\|76.88\|128059;2026-07-22\|86.77\|-2.25\|87.98\|90.75\|86.00\|99362;2026-07-23\|84.84\|-2.22\|87.57\|87.78\|84.00\|58758;2026-07-24\|83.78\|-1.25\|83.00\|85.75\|83.00\|48386;2026-07-27\|84.88\|1.31\|83.16\|84.97\|81.20\|55913;2026-07-28\|81.40\|-4.10\|83.02\|84.82\|80.75\|52020;2026-07-29\|82.45\|1.29\|81.34\|82.65\|77.21\|76850;2026-07-30\|79.08\|-4.09\|81.49\|82.96\|78.37\|69280;2026-07-31\|80.49\|1.78\|83.50\|84.50\|80.49\|83002;2026-08-03\|80.13\|-0.45\|80.00\|81.13\|79.56\|45702;2026-08-04\|82.80\|3.33\|80.75\|83.50\|80.28\|69044;2026-08-05\|86.33\|4.26\|82.39\|86.95\|82.08\|102814;2026-08-06\|86.35\|0.02\|85.00\|87.70\|84.71\|76808;2026-08-07\|88.53\|2.52\|86.27\|89.28\|85.96\|83880;2026-08-10\|87.43\|-1.24\|89.43\|89.98\|86.28\|58610;2026-08-11\|87.13\|-0.34\|86.50\|89.18\|86.39\|53527;2026-08-12\|88.19\|1.22\|87.11\|88.67\|86.91\|43695;2026-08-13\|86.69\|-1.70\|89.10\|89.91\|86.62\|61057;2026-08-14\|87.12\|0.50\|87.52\|88.40\|85.60\|44688;2026-08-17\|89.87\|3.16\|87.12\|89.88\|86.75\|62796;2026-08-18\|91.19\|1.47\|89.96\|93.64\|88.23\|88668;2026-08-19\|100.31\|10.00\|88.30\|100.31\|88.24\|209732;2026-08-20\|95.62\|-4.68\|98.01\|99.30\|94.00\|196483;2026-08-21\|97.96\|2.45\|95.61\|99.92\|95.61\|163215;2026-08-24\|92.99\|-5.07\|96.99\|100.10\|92.09\|135196;2026-08-25\|92.99\|0.00\|89.98\|93.70\|88.51\|100129;2026-08-26\|91.04\|-2.10\|92.98\|92.98\|90.55\|71540;2026-08-27\|93.25\|2.43\|91.86\|93.56\|90.16\|91047;2026-08-28\|91.07\|-2.34\|92.01\|93.54\|91.01\|69407;2026-08-31\|91.20\|0.14\|89.05\|91.47\|88.80\|60916;2026-09-01\|88.50\|-2.96\|91.11\|91.11\|88.08\|59354;2026-09-02\|86.16\|-2.64\|87.50\|87.62\|85.30\|50973;2026-09-03\|87.33\|1.36\|87.00\|88.03\|85.70\|47452;2026-09-04\|85.60\|-1.98\|88.00\|88.72\|84.79\|44407;2026-09-07\|86.40\|0.93\|86.51\|87.07\|85.70\|32787;2026-09-08\|84.68\|-1.99\|86.70\|86.71\|84.31\|43765;2026-09-09\|84.47\|-0.25\|85.00\|86.08\|83.78\|30701;2026-09-10\|83.48\|-1.17\|84.01\|84.57\|83.38\|24535;2026-09-11\|82.65\|-0.99\|82.40\|82.86\|80.40\|38468
117864	美团发布基于国产算力训练的万亿参数大模型	半导体检测+光刻机+AR/VR检测+精密光学行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2025年招股说明书及2025年年报，公司研发制造的精密光学器件棱镜和平片已应用于国产光刻机；公司主营精密光学器件、光学镜头和光学系统，是国家级制造业单项冠军，服务于半导体、AR/VR检测等六大应用场景。 2、据2026年6月12日机构调研，2025年公司AR/VR检测业务实现高速增长，已成为公司第三大应用领域，业务覆盖海内外主流客户群体。 3、据2026年4月11日公告，2026年第一季度公司新增订单约3亿元，同比增长约138%，其中约75%来自半导体客户；据2025年年报，2025年公司半导体领域收入较去年同期增长71.47%。	公司为光刻机光学系统提供用于匀光、中继照明模块的光学器件、投影物镜	2026-05-08\|539.85\|-1.98\|528.70\|555.00\|518.50\|23796;2026-05-11\|539.82\|-0.01\|540.20\|569.98\|523.50\|26787;2026-05-12\|561.00\|3.92\|539.80\|568.00\|534.01\|24344;2026-05-13\|581.00\|3.57\|541.00\|588.66\|541.00\|21040;2026-05-14\|551.04\|-5.16\|570.55\|579.40\|545.00\|22039;2026-05-15\|558.01\|1.26\|555.90\|570.00\|528.88\|20540;2026-05-18\|539.75\|-3.27\|541.05\|555.80\|533.01\|16283;2026-05-19\|538.00\|-0.32\|535.27\|540.94\|509.01\|18598;2026-05-20\|585.11\|8.76\|538.00\|597.99\|530.00\|26053;2026-05-21\|523.68\|-10.50\|593.52\|606.30\|523.61\|25409;2026-05-22\|537.00\|2.54\|525.00\|551.19\|511.00\|20375;2026-05-25\|522.00\|-2.79\|530.40\|550.08\|500.04\|27855;2026-05-26\|499.06\|-4.39\|529.47\|529.47\|487.50\|21953;2026-05-27\|473.16\|-5.19\|507.75\|508.44\|464.99\|21571;2026-05-28\|483.50\|2.19\|475.00\|495.00\|466.64\|15264;2026-05-29\|452.00\|-6.51\|480.13\|485.86\|450.00\|17733;2026-06-01\|432.99\|-4.21\|445.00\|453.00\|430.02\|16542;2026-06-02\|436.05\|0.71\|433.09\|437.94\|418.01\|12576;2026-06-03\|445.88\|2.25\|438.00\|463.00\|436.11\|18759;2026-06-04\|462.20\|3.66\|430.25\|468.68\|430.25\|18086;2026-06-05\|453.90\|-1.80\|455.00\|485.00\|438.10\|20896;2026-06-08\|428.50\|-5.60\|420.00\|452.10\|420.00\|15810;2026-06-09\|452.70\|5.65\|447.00\|458.68\|442.00\|17885;2026-06-10\|438.20\|-3.20\|443.01\|455.50\|431.16\|11338;2026-06-11\|438.00\|-0.05\|440.00\|464.68\|432.00\|20220;2026-06-12\|465.00\|6.16\|458.00\|475.87\|449.00\|28773;2026-06-15\|500.58\|7.65\|450.00\|509.99\|435.01\|38130;2026-06-16\|489.99\|-2.12\|492.00\|496.55\|476.00\|23509;2026-06-17\|518.94\|5.91\|476.55\|529.48\|476.55\|27596;2026-06-18\|520.10\|0.22\|509.60\|529.99\|503.01\|20989;2026-06-22\|499.00\|-4.01\|533.00\|533.90\|488.80\|19268;2026-06-23\|501.17\|0.43\|497.79\|508.88\|475.00\|19450;2026-06-24\|570.00\|13.73\|503.69\|598.72\|494.94\|33389;2026-06-25\|581.24\|1.97\|570.02\|598.00\|561.00\|27001;2026-06-26\|601.88\|3.55\|573.00\|633.00\|558.18\|29584;2026-06-29\|578.00\|-3.97\|600.00\|615.55\|540.66\|28653;2026-06-30\|693.60\|20.00\|567.10\|693.60\|567.00\|32374;2026-07-01\|670.00\|-3.40\|693.00\|709.49\|635.00\|27652;2026-07-02\|611.02\|-8.80\|630.00\|658.00\|598.00\|21806;2026-07-03\|572.28\|-6.34\|599.00\|618.00\|572.22\|19718;2026-07-06\|558.10\|-2.48\|576.84\|580.00\|535.00\|19539;2026-07-07\|533.80\|-4.35\|550.00\|562.80\|531.10\|12787;2026-07-08\|533.00\|-0.15\|533.70\|559.81\|521.50\|15385;2026-07-09\|600.21\|12.61\|545.34\|605.20\|545.34\|21574;2026-07-10\|611.93\|1.95\|605.11\|698.27\|605.11\|33791;2026-07-13\|598.54\|-2.19\|608.00\|650.71\|591.18\|26663;2026-07-14\|589.02\|-1.59\|605.00\|632.44\|563.90\|27882;2026-07-15\|540.85\|-8.18\|598.63\|609.00\|533.71\|22892;2026-07-16\|534.96\|-1.09\|521.52\|560.39\|506.70\|21509;2026-07-17\|454.90\|-14.97\|532.95\|534.00\|451.21\|23354;2026-07-20\|363.92\|-20.00\|469.97\|469.97\|363.92\|31299;2026-07-21\|417.60\|14.75\|369.40\|417.99\|327.96\|32103;2026-07-22\|386.49\|-7.45\|400.00\|419.99\|380.49\|21651;2026-07-23\|365.99\|-5.30\|389.09\|392.44\|362.12\|13856;2026-07-24\|358.00\|-2.18\|356.72\|373.00\|353.73\|12036;2026-07-27\|381.78\|6.64\|352.11\|382.00\|346.95\|14398;2026-07-28\|392.00\|2.68\|430.00\|458.00\|389.61\|46683;2026-07-29\|344.70\|-12.07\|378.81\|383.89\|315.01\|39087;2026-07-30\|303.00\|-12.10\|331.00\|336.00\|303.00\|24614;2026-07-31\|317.50\|4.79\|332.40\|344.66\|317.00\|21767;2026-08-03\|300.41\|-5.38\|310.08\|319.99\|297.39\|15292;2026-08-04\|326.48\|8.68\|301.00\|329.79\|301.00\|14241;2026-08-05\|372.99\|14.25\|323.08\|380.00\|323.08\|24510;2026-08-06\|379.02\|1.62\|368.16\|388.67\|357.78\|20547;2026-08-07\|397.50\|4.88\|388.00\|398.78\|377.00\|19462;2026-08-10\|393.68\|-0.96\|402.00\|405.00\|383.50\|15746;2026-08-11\|385.30\|-2.13\|389.87\|399.20\|375.51\|12898;2026-08-12\|408.00\|5.89\|389.89\|413.79\|385.00\|18878;2026-08-13\|417.80\|2.40\|417.87\|439.45\|412.00\|25833;2026-08-14\|435.38\|4.21\|419.05\|443.26\|401.11\|23985;2026-08-17\|454.50\|4.39\|434.48\|458.88\|430.18\|21305;2026-08-18\|472.00\|3.85\|450.41\|499.66\|446.00\|25393;2026-08-19\|459.99\|-2.54\|450.02\|483.56\|444.00\|29303;2026-08-20\|455.00\|-1.08\|455.70\|468.00\|451.00\|15997;2026-08-21\|447.86\|-1.57\|450.00\|461.60\|438.55\|12423;2026-08-24\|436.60\|-2.51\|440.00\|460.55\|420.27\|18082;2026-08-25\|427.12\|-2.17\|422.00\|434.76\|403.28\|17652;2026-08-26\|424.52\|-0.61\|435.66\|438.50\|416.06\|18098;2026-08-27\|453.84\|6.91\|430.00\|459.93\|425.01\|17749;2026-08-28\|441.01\|-2.83\|450.00\|457.00\|439.02\|15372;2026-08-31\|444.88\|0.88\|420.00\|446.99\|420.00\|11745;2026-09-01\|424.01\|-4.69\|446.82\|449.49\|421.72\|12851;2026-09-02\|423.00\|-0.24\|422.15\|437.87\|415.50\|11751;2026-09-03\|423.00\|0.00\|429.00\|432.97\|415.00\|11478;2026-09-04\|406.50\|-3.90\|426.34\|435.99\|402.01\|13402;2026-09-07\|432.45\|6.38\|410.00\|434.85\|406.50\|15900;2026-09-08\|418.50\|-3.23\|430.30\|436.00\|413.36\|17371;2026-09-09\|414.10\|-1.05\|418.56\|435.00\|411.25\|11733;2026-09-10\|406.76\|-1.77\|410.00\|419.74\|405.96\|8884;2026-09-11\|395.35\|-2.81\|395.82\|399.98\|374.98\|15671
117863	美团发布基于国产算力训练的万亿参数大模型	TSV先进封装+分拆上市+车规CIS 行业原因：美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月26日互动易，公司专注于集成电路先进封装技术，在晶圆级TSV先进封装技术领域具备显著领先优势，相关技术在3D堆叠、异质集成等领域具有应用前景。 2、据2026年5月19日及6月12日互动易，公司为全球车规CIS晶圆级TSV封装技术的开拓者与领先者，车规CIS封装业务规模呈现快速增长趋势，车载晶圆级微型阵列镜头业务、激光雷达封装业务已实现量产。 3、据2026年6月26日互动易，公司分拆子公司Anteryon在阿姆斯特丹交易所IPO的相关工作正在积极有序推进中；据2026年5月27日公告，Anteryon具备全球领先的微型光学设计、研发与制造等核心能力。	公司称作为全球车规CIS芯片晶圆级TSV封装技术的开发者，拥有显著的技术与量产领先优势，随着车联网、智能汽车、自动驾驶等应用的逐步普及，汽车上摄像头的数量迅速增加，公司在汽车电子领域的业务规模有望持续增长	2026-05-08\|32.07\|-1.05\|32.00\|32.18\|31.39\|371464;2026-05-11\|32.92\|2.65\|32.59\|33.20\|32.35\|639153;2026-05-12\|32.37\|-1.67\|32.92\|33.10\|32.15\|384877;2026-05-13\|33.66\|3.99\|31.91\|33.80\|31.70\|551918;2026-05-14\|32.76\|-2.67\|33.83\|34.07\|32.73\|506394;2026-05-15\|32.94\|0.55\|33.00\|34.28\|32.50\|705039;2026-05-18\|33.03\|0.64\|32.40\|33.49\|32.32\|429907;2026-05-19\|33.45\|1.27\|32.60\|33.53\|31.91\|441856;2026-05-20\|36.80\|10.01\|33.33\|36.80\|33.33\|669192;2026-05-21\|36.08\|-1.96\|40.45\|40.45\|36.06\|1876146;2026-05-22\|39.14\|8.48\|36.10\|39.66\|35.43\|1558009;2026-05-25\|43.05\|9.99\|40.19\|43.05\|39.63\|1070733;2026-05-26\|45.10\|4.76\|46.06\|47.33\|42.49\|2025645;2026-05-27\|43.01\|-4.63\|43.11\|46.54\|41.88\|1588987;2026-05-28\|45.60\|6.02\|41.88\|46.36\|40.99\|1445685;2026-05-29\|41.04\|-10.00\|45.03\|45.10\|41.04\|1139620;2026-06-01\|37.73\|-8.07\|40.64\|41.47\|37.61\|1105396;2026-06-02\|38.63\|2.39\|38.25\|39.13\|37.44\|734288;2026-06-03\|40.53\|4.92\|39.00\|42.38\|39.00\|917894;2026-06-04\|44.58\|9.99\|39.78\|44.58\|39.35\|1117390;2026-06-05\|45.80\|2.74\|44.58\|48.50\|44.00\|1359897;2026-06-08\|45.15\|-1.42\|43.27\|47.83\|43.27\|1072496;2026-06-09\|46.79\|3.63\|45.81\|47.05\|43.58\|1010918;2026-06-10\|44.88\|-4.08\|45.99\|48.40\|44.46\|962353;2026-06-11\|44.11\|-1.72\|44.82\|45.50\|43.00\|762119;2026-06-12\|41.02\|-7.01\|45.10\|45.80\|40.94\|873038;2026-06-15\|43.90\|7.02\|41.40\|44.18\|40.98\|644691;2026-06-16\|44.24\|0.77\|43.91\|45.54\|43.70\|597501;2026-06-17\|46.12\|4.25\|43.59\|46.55\|43.50\|717201;2026-06-18\|45.71\|-0.89\|45.60\|47.54\|45.00\|751808;2026-06-22\|46.53\|1.79\|46.37\|46.86\|44.25\|991689;2026-06-23\|47.30\|1.65\|45.69\|49.10\|44.35\|1153912;2026-06-24\|49.63\|4.93\|45.50\|50.50\|45.31\|1388002;2026-06-25\|50.00\|0.75\|50.65\|52.00\|48.65\|1371306;2026-06-26\|52.31\|4.62\|49.16\|52.77\|48.88\|1233461;2026-06-29\|48.97\|-6.38\|53.20\|55.26\|47.08\|1454506;2026-06-30\|53.87\|10.01\|48.98\|53.87\|47.61\|974588;2026-07-01\|52.65\|-2.26\|54.00\|54.95\|51.35\|1169372;2026-07-02\|47.39\|-9.99\|49.49\|50.70\|47.39\|850271;2026-07-03\|43.38\|-8.46\|46.65\|47.00\|43.25\|880795;2026-07-06\|42.59\|-1.82\|44.11\|44.66\|40.99\|647314;2026-07-07\|43.02\|1.01\|42.10\|44.25\|41.75\|570407;2026-07-08\|41.08\|-4.51\|42.55\|43.60\|39.32\|598201;2026-07-09\|45.19\|10.00\|42.32\|45.19\|41.29\|739121;2026-07-10\|43.97\|-2.70\|46.50\|49.18\|43.97\|1032491;2026-07-13\|41.18\|-6.35\|43.00\|44.88\|41.00\|639893;2026-07-14\|40.36\|-1.99\|41.63\|42.15\|38.17\|669184;2026-07-15\|37.00\|-8.33\|41.16\|41.50\|36.68\|614610;2026-07-16\|34.50\|-6.76\|36.00\|37.24\|34.10\|572585;2026-07-17\|31.05\|-10.00\|34.40\|34.49\|31.05\|608960;2026-07-20\|28.23\|-9.08\|31.81\|32.00\|27.95\|669788;2026-07-21\|31.05\|9.99\|28.70\|31.05\|26.37\|681940;2026-07-22\|31.71\|2.13\|31.10\|33.18\|31.10\|818071;2026-07-23\|30.84\|-2.74\|31.98\|32.10\|30.37\|446508;2026-07-24\|30.76\|-0.26\|30.42\|31.58\|30.01\|449499;2026-07-27\|31.22\|1.50\|30.57\|31.30\|29.31\|460493;2026-07-28\|29.94\|-4.10\|30.50\|32.23\|29.60\|454352;2026-07-29\|29.63\|-1.04\|29.64\|29.96\|27.92\|493954;2026-07-30\|27.81\|-6.14\|28.99\|29.56\|27.55\|448634;2026-07-31\|29.04\|4.42\|29.50\|29.98\|28.74\|560769;2026-08-03\|28.24\|-2.75\|28.53\|29.11\|28.08\|358671;2026-08-04\|30.46\|7.86\|28.55\|30.80\|28.19\|504707;2026-08-05\|31.50\|3.41\|30.00\|31.88\|29.99\|542452;2026-08-06\|32.30\|2.54\|30.90\|33.06\|30.76\|641982;2026-08-07\|33.79\|4.61\|32.00\|34.63\|31.50\|673719;2026-08-10\|33.02\|-2.28\|33.95\|33.95\|32.36\|396069;2026-08-11\|32.77\|-0.76\|32.60\|33.39\|32.51\|286236;2026-08-12\|33.35\|1.77\|32.81\|33.69\|32.73\|291978;2026-08-13\|33.10\|-0.75\|33.95\|34.50\|33.09\|389355;2026-08-14\|33.51\|1.24\|33.50\|33.74\|32.88\|274424;2026-08-17\|35.15\|4.89\|33.53\|35.16\|33.46\|409255;2026-08-18\|34.73\|-1.19\|35.12\|35.64\|34.14\|392781;2026-08-19\|31.96\|-7.98\|33.57\|34.20\|31.77\|486592;2026-08-20\|32.90\|2.94\|32.35\|33.69\|31.70\|386304;2026-08-21\|32.75\|-0.46\|32.85\|33.36\|32.18\|237241;2026-08-24\|31.65\|-3.36\|32.71\|32.81\|30.76\|315100;2026-08-25\|30.33\|-4.17\|30.00\|30.87\|28.98\|477088;2026-08-26\|29.98\|-1.15\|30.25\|30.56\|29.41\|324396;2026-08-27\|30.83\|2.84\|30.23\|31.24\|30.00\|311243;2026-08-28\|30.20\|-2.04\|30.75\|31.36\|30.12\|270558;2026-08-31\|30.92\|2.38\|29.69\|31.05\|29.60\|227765;2026-09-01\|30.06\|-2.78\|30.96\|30.96\|29.93\|217470;2026-09-02\|29.47\|-1.96\|29.71\|29.80\|29.16\|197166;2026-09-03\|29.45\|-0.07\|29.78\|29.89\|28.96\|237433;2026-09-04\|28.90\|-1.87\|29.70\|30.06\|28.70\|264019;2026-09-07\|29.15\|0.87\|29.26\|29.45\|28.60\|237933;2026-09-08\|28.97\|-0.62\|29.29\|29.76\|28.72\|237359;2026-09-09\|30.25\|4.42\|29.31\|30.98\|29.31\|570395;2026-09-10\|29.40\|-2.81\|29.88\|30.19\|29.35\|319461;2026-09-11\|28.75\|-2.21\|28.73\|29.00\|27.88\|300394
117862	美团发布基于国产算力训练的万亿参数大模型	功率半导体+人形机器人+MOSFET+先进封装行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年3月27日年报，公司产品技术先进且系列齐全，目前产品型号4000余款，电压覆盖12V~1700V全系列，重点应用领域包括新能源汽车及充电桩、光伏储能、AI服务器和数据中心、无人机、工控自动化、消费电子、5G通讯、智能机器人、智能家居、安防、医疗设备、锂电保护等十余个长期被欧美日功率半导体垄断供应的行业。 2、据2026年3月27日年报，2025年，公司第七代IGBT产品进入批量供货阶段，第八代IGBT产品亦实现市场销售，在光储、工业变频、伺服驱动等领域获得客户认可，逐步形成销售规模。报告期内，公司IGBT产品实现销售收入2.79亿元，占主营业务收入比例为14.9%。 3、据2026年3月27日年报，公司全资子公司电基集成已建成先进封测产线并实现部分芯片自主封测，形成特色产品，满足光伏储能、汽车等高端需求。	功率半导体龙头，国内最早专门从事MOSFET、IGBT研发设计的企业之一	2026-05-08\|44.52\|6.43\|41.40\|45.46\|40.86\|392830;2026-05-11\|47.08\|5.75\|46.00\|47.36\|44.75\|398818;2026-05-12\|48.15\|2.27\|46.31\|49.80\|45.75\|394383;2026-05-13\|51.03\|5.98\|47.50\|51.04\|47.43\|401900;2026-05-14\|49.70\|-2.61\|52.00\|52.08\|49.60\|413422;2026-05-15\|47.99\|-3.44\|50.00\|51.40\|47.11\|398837;2026-05-18\|50.24\|4.69\|47.51\|51.39\|47.09\|323756;2026-05-19\|51.06\|1.63\|49.67\|51.46\|48.40\|267967;2026-05-20\|54.11\|5.97\|50.99\|54.80\|50.60\|331774;2026-05-21\|53.08\|-1.90\|55.80\|59.52\|52.95\|491532;2026-05-22\|57.47\|8.27\|53.89\|58.15\|53.89\|393630;2026-05-25\|63.22\|10.01\|61.00\|63.22\|61.00\|89892;2026-05-26\|64.35\|1.79\|65.37\|65.37\|60.05\|604674;2026-05-27\|68.70\|6.76\|65.41\|70.79\|64.35\|618456;2026-05-28\|69.50\|1.16\|70.77\|70.77\|66.37\|495323;2026-05-29\|66.61\|-4.16\|69.00\|69.32\|64.80\|415667;2026-06-01\|62.05\|-6.85\|65.55\|66.61\|61.60\|343670;2026-06-02\|62.01\|-0.06\|61.99\|63.41\|59.73\|277165;2026-06-03\|64.66\|4.27\|63.97\|66.68\|63.41\|308087;2026-06-04\|63.78\|-1.36\|63.45\|66.80\|63.30\|211023;2026-06-05\|60.08\|-5.80\|62.60\|63.68\|59.88\|274956;2026-06-08\|56.35\|-6.21\|56.49\|59.00\|55.10\|213389;2026-06-09\|61.99\|10.01\|58.10\|61.99\|56.22\|213609;2026-06-10\|58.88\|-5.02\|60.89\|61.82\|57.59\|223504;2026-06-11\|58.39\|-0.83\|58.88\|60.52\|57.51\|191223;2026-06-12\|59.57\|2.02\|60.68\|62.44\|58.71\|298993;2026-06-15\|65.53\|10.01\|62.00\|65.53\|59.19\|304898;2026-06-16\|66.33\|1.52\|66.60\|68.94\|66.15\|260991;2026-06-17\|71.15\|7.27\|66.15\|71.81\|66.10\|250001;2026-06-18\|74.30\|4.43\|70.46\|74.69\|70.11\|278853;2026-06-22\|74.57\|0.36\|76.67\|78.82\|72.65\|325947;2026-06-23\|79.91\|7.16\|73.89\|82.03\|73.40\|375698;2026-06-24\|79.49\|-0.53\|78.05\|81.90\|76.00\|407208;2026-06-25\|80.83\|1.69\|79.48\|81.35\|77.25\|304428;2026-06-26\|83.13\|2.85\|80.00\|86.78\|79.51\|322438;2026-06-29\|90.13\|8.42\|85.65\|91.44\|85.08\|434682;2026-06-30\|99.14\|10.00\|90.69\|99.14\|89.00\|337749;2026-07-01\|92.20\|-7.00\|104.04\|104.43\|90.66\|477986;2026-07-02\|83.38\|-9.57\|88.43\|90.42\|82.98\|346744;2026-07-03\|80.77\|-3.13\|83.10\|84.77\|80.35\|268468;2026-07-06\|80.36\|-0.51\|81.50\|84.66\|78.34\|252073;2026-07-07\|79.74\|-0.77\|79.76\|81.51\|76.00\|195246;2026-07-08\|78.05\|-2.12\|79.99\|81.98\|74.50\|195164;2026-07-09\|79.58\|1.96\|80.60\|80.86\|74.01\|319851;2026-07-10\|73.34\|-7.84\|80.50\|82.50\|73.20\|359218;2026-07-13\|67.29\|-8.25\|70.47\|73.90\|66.90\|297110;2026-07-14\|70.16\|4.27\|67.39\|71.79\|65.99\|235160;2026-07-15\|64.78\|-7.67\|71.56\|71.56\|64.06\|216175;2026-07-16\|59.11\|-8.75\|63.80\|64.46\|58.98\|221256;2026-07-17\|53.58\|-9.36\|59.10\|60.00\|53.58\|240736;2026-07-20\|48.95\|-8.64\|55.50\|56.38\|48.22\|278609;2026-07-21\|53.85\|10.01\|50.02\|53.85\|45.14\|259931;2026-07-22\|56.10\|4.18\|54.89\|59.20\|54.87\|364653;2026-07-23\|55.60\|-0.89\|56.65\|56.98\|53.00\|296780;2026-07-24\|55.16\|-0.79\|55.00\|57.02\|54.01\|205719;2026-07-27\|56.26\|1.99\|55.17\|56.70\|53.02\|188740;2026-07-28\|50.63\|-10.01\|54.80\|55.64\|50.63\|224884;2026-07-29\|53.18\|5.04\|50.88\|54.00\|49.03\|324317;2026-07-30\|47.86\|-10.00\|52.87\|53.15\|47.86\|256560;2026-07-31\|48.70\|1.76\|51.80\|52.39\|48.70\|246045;2026-08-03\|45.83\|-5.89\|48.00\|48.60\|45.70\|195470;2026-08-04\|49.48\|7.96\|46.50\|49.99\|45.95\|217748;2026-08-05\|52.29\|5.68\|49.30\|53.06\|48.98\|196219;2026-08-06\|55.13\|5.43\|51.11\|55.58\|50.96\|220968;2026-08-07\|57.03\|3.45\|55.00\|57.92\|53.90\|208778;2026-08-10\|55.68\|-2.37\|57.33\|57.43\|54.21\|181814;2026-08-11\|56.30\|1.11\|55.50\|58.40\|55.01\|203266;2026-08-12\|57.38\|1.92\|56.31\|57.79\|55.60\|151020;2026-08-13\|58.52\|1.99\|58.00\|62.02\|57.43\|277607;2026-08-14\|58.24\|-0.48\|59.00\|59.51\|56.40\|206017;2026-08-17\|62.95\|8.09\|58.58\|63.22\|58.55\|207559;2026-08-18\|63.50\|0.87\|62.79\|64.40\|61.00\|246744;2026-08-19\|60.25\|-5.12\|61.00\|65.10\|58.66\|330102;2026-08-20\|59.45\|-1.33\|60.50\|60.61\|57.51\|216577;2026-08-21\|61.05\|2.69\|59.67\|63.85\|59.02\|208473;2026-08-24\|59.50\|-2.54\|61.08\|63.40\|58.00\|222465;2026-08-25\|58.67\|-1.40\|56.44\|59.96\|56.09\|209051;2026-08-26\|58.33\|-0.58\|58.89\|60.32\|57.80\|145768;2026-08-27\|60.49\|3.70\|58.95\|61.35\|57.76\|196991;2026-08-28\|58.91\|-2.61\|59.60\|61.50\|58.90\|136361;2026-08-31\|59.19\|0.48\|57.00\|59.29\|56.30\|158807;2026-09-01\|56.74\|-4.14\|59.10\|59.18\|56.20\|121838;2026-09-02\|55.40\|-2.36\|55.58\|56.19\|55.09\|89640;2026-09-03\|56.01\|1.10\|55.79\|57.12\|55.00\|95899;2026-09-04\|53.96\|-3.66\|56.36\|57.36\|53.30\|100331;2026-09-07\|55.15\|2.21\|54.86\|55.74\|53.98\|97260;2026-09-08\|54.17\|-1.78\|55.15\|55.65\|53.89\|83451;2026-09-09\|53.95\|-0.41\|54.84\|55.63\|53.70\|77435;2026-09-10\|53.77\|-0.33\|54.00\|54.65\|53.12\|75437;2026-09-11\|52.20\|-2.92\|53.50\|53.50\|50.55\|111617
117861	美团发布基于国产算力训练的万亿参数大模型	减持终止+铋材料+离子注入机行业原因： AI算力需求扩张，受益于细分材料（如硅片、电子特气、光刻胶、高纯二氧化碳等）的涨价预期，材料板块业绩有望改善明显，部分细分领域（如硅片）呈现量价齐升态势。公司原因： 1、据2026年6月11日公告，股东三林万业决定提前终止原计划至6月16日的减持计划，自3月17日至6月9日期间实际减持占总股本0.96%，剩余股份不再减持。 2、据2025年年报及2026年5月19日业绩说明会，公司铋材料业务2025年实现销售收入13.20亿元，占整体营收71.27%，为第一引擎；广东清远与安徽五河基地稳定生产，湖北荆州与浙江衢州基地新产能试产投产。 3、据2025年年报及2026年5月19日业绩说明会，旗下凯世通2025年交付超15台12英寸离子注入机创历史新高，全年获4家客户订单；面向先进逻辑与存储工艺的Hyperion新品已交付国内头部客户验证且进展良好。	公司旗下凯世通是国内离子注入机领域核心企业，产品覆盖低能大束流、高能离子注入机等，实现了 12 英寸晶圆厂产线应用国产化突破，且公司通过创办嘉芯半导体，将业务范围延拓至刻蚀、薄膜沉积等集成电路核心前道设备领域	2026-05-08\|28.63\|1.45\|27.85\|29.23\|27.66\|508217;2026-05-11\|29.41\|2.72\|28.99\|29.97\|28.60\|782342;2026-05-12\|29.66\|0.85\|29.12\|29.97\|27.56\|717947;2026-05-13\|29.20\|-1.55\|29.05\|30.00\|28.68\|523560;2026-05-14\|30.63\|4.90\|29.20\|31.60\|28.75\|760426;2026-05-15\|28.88\|-5.71\|30.88\|31.80\|28.30\|881249;2026-05-18\|31.04\|7.48\|29.50\|31.75\|29.40\|862048;2026-05-19\|29.23\|-5.83\|30.45\|30.82\|28.30\|774925;2026-05-20\|29.20\|-0.10\|28.98\|29.95\|28.10\|608838;2026-05-21\|26.66\|-8.70\|29.49\|29.50\|26.40\|910369;2026-05-22\|27.93\|4.76\|26.80\|28.30\|26.80\|642267;2026-05-25\|28.56\|2.26\|27.97\|29.06\|26.68\|759126;2026-05-26\|27.75\|-2.84\|28.05\|28.23\|27.03\|481487;2026-05-27\|26.79\|-3.46\|27.80\|28.36\|26.72\|410201;2026-05-28\|28.00\|4.52\|26.80\|28.34\|26.30\|493173;2026-05-29\|26.90\|-3.93\|28.40\|28.56\|26.71\|425432;2026-06-01\|26.05\|-3.16\|27.00\|27.30\|26.00\|379346;2026-06-02\|25.65\|-1.54\|26.49\|26.49\|25.47\|269563;2026-06-03\|27.04\|5.42\|25.51\|27.79\|25.44\|442250;2026-06-04\|26.72\|-1.18\|26.83\|27.32\|26.38\|287566;2026-06-05\|25.70\|-3.82\|26.46\|26.61\|25.57\|413809;2026-06-08\|24.57\|-4.40\|24.30\|25.78\|24.21\|388204;2026-06-09\|27.03\|10.01\|24.90\|27.03\|24.88\|550058;2026-06-10\|27.53\|1.85\|26.90\|28.90\|26.70\|634124;2026-06-11\|28.91\|5.01\|28.10\|30.28\|27.53\|1087380;2026-06-12\|28.48\|-1.49\|29.41\|29.90\|28.27\|814297;2026-06-15\|31.05\|9.02\|28.55\|31.33\|28.11\|931405;2026-06-16\|32.94\|6.09\|30.65\|33.02\|30.65\|823381;2026-06-17\|33.00\|0.18\|32.36\|33.51\|32.15\|713838;2026-06-18\|33.45\|1.36\|32.90\|35.28\|32.81\|738061;2026-06-22\|36.01\|7.65\|34.90\|36.08\|34.20\|988929;2026-06-23\|36.08\|0.19\|36.90\|38.30\|35.30\|952542;2026-06-24\|37.76\|4.66\|35.41\|38.45\|35.30\|915467;2026-06-25\|37.20\|-1.48\|38.00\|39.08\|36.43\|949712;2026-06-26\|38.26\|2.85\|37.00\|39.36\|36.62\|909678;2026-06-29\|36.24\|-5.28\|37.82\|38.65\|34.62\|1020827;2026-06-30\|39.86\|9.99\|36.96\|39.86\|36.33\|761918;2026-07-01\|43.85\|10.01\|41.17\|43.85\|40.59\|1265872;2026-07-02\|48.24\|10.01\|48.24\|48.24\|44.98\|686965;2026-07-03\|47.51\|-1.51\|47.76\|50.99\|47.00\|1804534;2026-07-06\|43.44\|-8.57\|46.36\|48.36\|42.76\|1478709;2026-07-07\|44.35\|2.09\|42.98\|45.88\|42.10\|927804;2026-07-08\|41.58\|-6.25\|44.08\|44.82\|39.92\|939796;2026-07-09\|43.24\|3.99\|42.10\|43.39\|40.84\|816986;2026-07-10\|42.70\|-1.25\|41.56\|46.48\|41.39\|938657;2026-07-13\|39.38\|-7.78\|41.10\|43.30\|38.84\|828338;2026-07-14\|40.14\|1.93\|40.00\|40.97\|38.38\|666790;2026-07-15\|39.70\|-1.10\|40.60\|41.55\|38.50\|638040;2026-07-16\|35.73\|-10.00\|38.00\|39.18\|35.73\|692618;2026-07-17\|32.16\|-9.99\|34.27\|35.60\|32.16\|881113;2026-07-20\|28.94\|-10.01\|32.98\|32.98\|28.94\|622215;2026-07-21\|31.83\|9.99\|28.30\|31.83\|26.05\|1219735;2026-07-22\|31.31\|-1.63\|31.00\|33.15\|30.86\|740050;2026-07-23\|29.93\|-4.41\|31.94\|31.95\|29.52\|549826;2026-07-24\|30.52\|1.97\|29.93\|32.11\|28.98\|648817;2026-07-27\|30.52\|0.00\|30.53\|31.43\|28.90\|617247;2026-07-28\|28.73\|-5.87\|30.00\|31.36\|28.31\|567160;2026-07-29\|27.55\|-4.11\|28.57\|28.97\|25.89\|764049;2026-07-30\|24.80\|-9.98\|27.50\|27.65\|24.80\|592159;2026-07-31\|26.01\|4.88\|26.80\|27.28\|25.73\|883573;2026-08-03\|23.41\|-10.00\|25.30\|25.55\|23.41\|814995;2026-08-04\|24.41\|4.27\|23.00\|24.68\|22.35\|939320;2026-08-05\|26.58\|8.89\|24.50\|26.85\|24.26\|940643;2026-08-06\|28.44\|7.00\|26.20\|28.48\|26.01\|913013;2026-08-07\|31.28\|9.99\|28.44\|31.28\|28.10\|798330;2026-08-10\|34.41\|10.01\|33.40\|34.41\|33.00\|290152;2026-08-11\|32.47\|-5.64\|33.73\|35.80\|32.09\|1504645;2026-08-12\|35.72\|10.01\|32.52\|35.72\|31.91\|751006;2026-08-13\|34.02\|-4.76\|37.78\|38.00\|34.00\|1221929;2026-08-14\|34.20\|0.53\|34.89\|35.20\|33.47\|782079;2026-08-17\|36.06\|5.44\|34.56\|36.06\|34.56\|855487;2026-08-18\|35.80\|-0.72\|36.78\|37.18\|35.03\|814212;2026-08-19\|33.15\|-7.40\|33.95\|36.65\|32.81\|885395;2026-08-20\|32.84\|-0.94\|33.97\|33.97\|32.35\|547360;2026-08-21\|32.55\|-0.88\|32.84\|33.96\|32.10\|543280;2026-08-24\|32.17\|-1.17\|32.44\|32.77\|31.13\|630501;2026-08-25\|31.46\|-2.21\|31.21\|31.88\|29.70\|591107;2026-08-26\|30.91\|-1.75\|31.36\|31.88\|30.36\|413450;2026-08-27\|34.00\|10.00\|31.05\|34.00\|30.92\|599921;2026-08-28\|34.80\|2.35\|35.00\|37.31\|34.70\|1123009;2026-08-31\|34.73\|-0.20\|34.45\|35.18\|34.03\|610134;2026-09-01\|33.15\|-4.55\|34.75\|34.86\|32.70\|593182;2026-09-02\|32.04\|-3.35\|32.11\|32.58\|31.85\|425445;2026-09-03\|31.49\|-1.72\|32.33\|32.45\|31.02\|402798;2026-09-04\|29.64\|-5.87\|31.85\|32.06\|29.33\|521382;2026-09-07\|31.07\|4.82\|30.00\|31.42\|29.70\|481106;2026-09-08\|30.35\|-2.32\|31.11\|31.74\|30.15\|473809;2026-09-09\|30.51\|0.53\|31.12\|31.65\|30.26\|439803;2026-09-10\|30.05\|-1.51\|30.00\|30.60\|29.82\|279070;2026-09-11\|29.31\|-2.46\|29.50\|29.94\|28.10\|394734
117860	美团发布基于国产算力训练的万亿参数大模型	先进封装+半导体材料行业原因：美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年4月30日年报，公司半导体材料业务覆盖晶圆制造、CMP抛光、晶圆研磨、先进封装等环节，提供一站式材料解决方案，产品包括应用于先进封装FC晶圆High Bump研磨胶带等。 2、据2026年4月30日年报，2025年公司半导体材料业务交易客户数量翻番，并成功渗透至全球前十大半导体封装企业；据2026年6月5日互动易，公司MLCC冷剥离胶带已获头部客户订单，MLCC-UV减粘胶带处于小批量交付阶段。	公司半导体材料业务覆盖晶圆制造、CMP抛光、晶圆研磨、先进封装等环节，提供一站式材料解决方案，产品包括应用于先进封装FC晶圆High Bump研磨胶带等	2026-05-08\|14.39\|0.84\|14.15\|14.42\|14.10\|141833;2026-05-11\|14.71\|2.22\|14.43\|14.78\|14.43\|205814;2026-05-12\|14.81\|0.68\|14.71\|15.05\|14.55\|233575;2026-05-13\|15.18\|2.50\|14.70\|15.37\|14.66\|267555;2026-05-14\|14.98\|-1.32\|15.29\|15.44\|14.97\|291940;2026-05-15\|15.13\|1.00\|14.98\|15.20\|14.48\|283868;2026-05-18\|14.81\|-2.12\|15.06\|15.10\|14.71\|185919;2026-05-19\|14.93\|0.81\|14.79\|15.26\|14.58\|180612;2026-05-20\|14.61\|-2.14\|14.88\|14.90\|14.56\|150793;2026-05-21\|14.07\|-3.70\|14.62\|14.92\|14.00\|188076;2026-05-22\|14.54\|3.34\|14.09\|14.59\|14.09\|161846;2026-05-25\|14.82\|1.93\|14.95\|15.00\|14.45\|164875;2026-05-26\|15.42\|4.05\|15.19\|16.15\|15.09\|471128;2026-05-27\|15.24\|-1.17\|15.47\|15.84\|15.08\|319039;2026-05-28\|15.12\|-0.79\|15.22\|15.34\|14.82\|244057;2026-05-29\|14.47\|-4.30\|15.32\|15.60\|14.31\|271822;2026-06-01\|14.48\|0.07\|14.43\|14.79\|14.38\|168374;2026-06-02\|15.46\|6.77\|14.34\|15.93\|13.80\|510944;2026-06-03\|15.75\|1.88\|15.04\|16.06\|15.04\|445657;2026-06-04\|15.82\|0.44\|15.57\|15.92\|15.45\|304711;2026-06-05\|15.87\|0.32\|15.82\|15.99\|15.46\|304542;2026-06-08\|16.57\|4.41\|15.50\|16.57\|15.47\|497855;2026-06-09\|16.56\|-0.06\|16.28\|16.57\|15.81\|368932;2026-06-10\|15.38\|-7.13\|16.16\|16.26\|15.15\|322369;2026-06-11\|15.67\|1.89\|15.13\|15.91\|14.70\|245950;2026-06-12\|16.48\|5.17\|15.58\|16.50\|15.34\|385504;2026-06-15\|16.35\|-0.79\|16.16\|16.55\|16.01\|341174;2026-06-16\|16.04\|-1.90\|16.50\|16.54\|15.83\|338731;2026-06-17\|15.86\|-1.12\|16.10\|16.42\|15.70\|288975;2026-06-18\|14.27\|-10.03\|15.60\|15.79\|14.27\|407723;2026-06-22\|13.03\|-8.69\|13.98\|14.18\|12.84\|395088;2026-06-23\|12.44\|-4.53\|13.06\|13.14\|12.33\|271854;2026-06-24\|12.20\|-1.93\|12.30\|12.59\|11.76\|264190;2026-06-25\|11.83\|-3.03\|12.07\|12.25\|11.80\|207662;2026-06-26\|12.06\|1.94\|11.84\|12.65\|11.83\|228478;2026-06-29\|11.13\|-7.71\|11.74\|11.93\|11.03\|264055;2026-06-30\|12.24\|9.97\|11.12\|12.24\|11.05\|268623;2026-07-01\|13.46\|9.97\|12.51\|13.46\|12.48\|375357;2026-07-02\|12.78\|-5.05\|13.40\|13.40\|12.78\|266360;2026-07-03\|12.43\|-2.74\|12.90\|12.90\|12.41\|154886;2026-07-06\|11.73\|-5.63\|12.54\|12.77\|11.71\|171699;2026-07-07\|11.59\|-1.19\|11.80\|12.10\|11.40\|140558;2026-07-08\|11.13\|-3.97\|11.49\|11.68\|11.12\|124061;2026-07-09\|10.94\|-1.71\|11.15\|11.59\|10.68\|160033;2026-07-10\|11.52\|5.30\|10.92\|12.03\|10.88\|284545;2026-07-13\|10.90\|-5.38\|11.53\|11.56\|10.90\|171263;2026-07-14\|10.92\|0.18\|10.92\|11.14\|10.56\|117294;2026-07-15\|10.90\|-0.18\|10.92\|11.25\|10.82\|109790;2026-07-16\|10.63\|-2.48\|10.71\|10.95\|10.60\|107305;2026-07-17\|10.21\|-3.95\|10.50\|10.55\|10.07\|125567;2026-07-20\|9.51\|-6.86\|10.20\|10.35\|9.32\|159500;2026-07-21\|9.70\|2.00\|9.51\|9.85\|9.02\|156028;2026-07-22\|9.51\|-1.96\|9.68\|9.80\|9.47\|97413;2026-07-23\|10.46\|9.99\|9.51\|10.46\|9.51\|167351;2026-07-24\|10.20\|-2.49\|10.35\|10.70\|10.16\|170519;2026-07-27\|10.41\|2.06\|10.29\|10.43\|10.13\|111364;2026-07-28\|10.36\|-0.48\|10.50\|10.60\|10.34\|89509;2026-07-29\|10.62\|2.51\|10.40\|10.66\|10.15\|116356;2026-07-30\|10.70\|0.75\|10.89\|10.93\|10.57\|147575;2026-07-31\|10.75\|0.47\|10.68\|10.88\|10.68\|120850;2026-08-03\|10.94\|1.77\|10.65\|11.03\|10.63\|122961;2026-08-04\|11.02\|0.73\|11.00\|11.22\|10.87\|107151;2026-08-05\|11.22\|1.81\|11.03\|11.33\|10.96\|118536;2026-08-06\|11.21\|-0.09\|11.10\|11.38\|11.03\|101477;2026-08-07\|11.45\|2.14\|11.21\|11.51\|11.09\|111328;2026-08-10\|11.54\|0.79\|11.50\|11.55\|11.25\|80853;2026-08-11\|11.76\|1.91\|11.42\|11.95\|11.41\|134492;2026-08-12\|11.92\|1.36\|11.67\|11.99\|11.62\|125281;2026-08-13\|11.58\|-2.85\|12.04\|12.07\|11.57\|125102;2026-08-14\|11.65\|0.60\|11.60\|11.84\|11.45\|107702;2026-08-17\|11.98\|2.83\|11.66\|11.99\|11.59\|99197;2026-08-18\|11.92\|-0.50\|11.92\|12.16\|11.83\|69323;2026-08-19\|11.49\|-3.61\|11.83\|11.83\|11.45\|99837;2026-08-20\|11.43\|-0.52\|11.61\|11.65\|11.38\|59465;2026-08-21\|11.51\|0.70\|11.38\|11.59\|11.28\|48835;2026-08-24\|11.58\|0.61\|11.57\|11.90\|11.42\|72011;2026-08-25\|11.66\|0.69\|11.55\|11.72\|11.36\|63617;2026-08-26\|11.68\|0.17\|11.72\|12.03\|11.66\|66489;2026-08-27\|11.72\|0.34\|11.60\|11.78\|11.50\|62331;2026-08-28\|11.80\|0.68\|11.75\|12.00\|11.68\|83489;2026-08-31\|11.62\|-1.53\|11.70\|11.70\|11.40\|84722;2026-09-01\|11.54\|-0.69\|11.62\|11.68\|11.45\|59301;2026-09-02\|11.25\|-2.51\|11.43\|11.44\|11.00\|66335;2026-09-03\|11.13\|-1.07\|11.39\|11.43\|11.08\|60464;2026-09-04\|11.15\|0.18\|11.13\|11.43\|11.08\|80827;2026-09-07\|11.16\|0.09\|11.15\|11.27\|11.10\|56552;2026-09-08\|11.70\|4.84\|11.16\|11.85\|11.12\|142562;2026-09-09\|11.65\|-0.43\|11.70\|11.99\|11.61\|81433;2026-09-10\|11.81\|1.37\|11.52\|11.89\|11.47\|75521;2026-09-11\|11.41\|-3.39\|11.73\|11.73\|11.18\|93864
117859	美团发布基于国产算力训练的万亿参数大模型	CPU增资+定增算力+家电复合材料行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年5月29日公告，公司拟以简易程序向特定对象发行股票，募投项目为国产智能算力中心，建成后将形成智能计算输出能力并提供算力租赁等服务，预计新增年收入8592万元。 2、据2026年4月11日及4月28日公告，公司以2.33亿元向参股公司熠知电子追加投资，其主营ARM服务器CPU芯片设计，在售芯片已获知名客户认可。 3、据2025年6月12日及2025年8月2日公告，熠知电子拟推出第三代9000系列CPU+NPU融合算力芯片，面向通用云计算及大模型一体机等智算领域。 4、据2026年3月27日年报，公司主营家电外观复合材料PCM/VCM，拥有四条生产线，处于行业领先地位，产品供应三星、LG、美的等全球头部品牌。	公司参股的熠知电子主营CPU及服务器产品	2026-05-08\|90.40\|-3.27\|91.99\|92.30\|89.02\|127178;2026-05-11\|96.08\|6.28\|95.15\|96.96\|92.46\|146345;2026-05-12\|90.01\|-6.32\|95.34\|96.60\|89.70\|136798;2026-05-13\|99.01\|10.00\|88.00\|99.01\|87.60\|120163;2026-05-14\|103.61\|4.65\|108.91\|108.91\|102.50\|290644;2026-05-15\|93.25\|-10.00\|104.00\|104.00\|93.25\|228181;2026-05-18\|89.70\|-3.81\|93.24\|95.85\|88.80\|185826;2026-05-19\|89.47\|-0.26\|88.82\|90.07\|84.00\|145026;2026-05-20\|94.50\|5.62\|89.00\|95.88\|88.02\|133349;2026-05-21\|97.55\|3.23\|99.96\|103.95\|97.00\|268760;2026-05-22\|102.57\|5.15\|101.49\|106.77\|101.00\|214499;2026-05-25\|102.58\|0.01\|102.00\|103.20\|98.00\|136523;2026-05-26\|99.80\|-2.71\|104.22\|105.00\|98.21\|105245;2026-05-27\|94.82\|-4.99\|100.17\|102.80\|94.00\|116964;2026-05-28\|96.11\|1.36\|95.87\|97.20\|91.00\|85024;2026-05-29\|90.67\|-5.66\|100.90\|101.80\|89.50\|143093;2026-06-01\|87.35\|-3.66\|92.00\|92.94\|86.74\|92058;2026-06-02\|89.84\|2.85\|88.28\|90.60\|86.66\|106065;2026-06-03\|89.27\|-0.63\|88.97\|92.00\|88.15\|76012;2026-06-04\|89.47\|0.22\|89.00\|90.75\|87.45\|67123;2026-06-05\|83.37\|-6.82\|87.96\|88.33\|82.48\|118971;2026-06-08\|78.55\|-5.78\|78.84\|81.59\|76.00\|94152;2026-06-09\|82.42\|4.93\|80.50\|82.50\|79.30\|58811;2026-06-10\|81.12\|-1.58\|81.00\|86.16\|80.00\|79104;2026-06-11\|78.30\|-3.48\|81.30\|81.70\|77.61\|61516;2026-06-12\|78.44\|0.18\|81.00\|82.98\|76.80\|80031;2026-06-15\|82.58\|5.28\|78.93\|82.65\|78.92\|75997;2026-06-16\|82.47\|-0.13\|82.58\|83.52\|81.08\|64537;2026-06-17\|83.38\|1.36\|82.58\|84.75\|81.61\|70959;2026-06-18\|89.19\|6.97\|82.73\|89.89\|82.30\|117803;2026-06-22\|87.13\|-2.31\|89.61\|91.70\|85.00\|121361;2026-06-23\|86.30\|-0.95\|87.13\|92.79\|83.70\|128793;2026-06-24\|88.19\|2.19\|86.29\|89.94\|83.55\|85718;2026-06-25\|89.75\|1.77\|89.21\|91.01\|86.80\|111862;2026-06-26\|86.46\|-3.67\|88.51\|89.50\|84.10\|86700;2026-06-29\|83.52\|-3.40\|86.17\|87.50\|80.00\|86653;2026-06-30\|91.87\|10.00\|82.51\|91.87\|80.60\|116318;2026-07-01\|88.85\|-3.29\|91.97\|96.16\|87.35\|115465;2026-07-02\|87.97\|-0.99\|86.29\|92.58\|83.01\|114823;2026-07-03\|86.00\|-2.24\|87.50\|89.59\|85.35\|65102;2026-07-06\|88.26\|2.63\|90.00\|91.58\|82.00\|114248;2026-07-07\|84.03\|-4.79\|88.00\|89.50\|84.01\|77890;2026-07-08\|78.23\|-6.90\|84.03\|85.49\|78.00\|86562;2026-07-09\|85.16\|8.86\|79.63\|85.80\|75.59\|94582;2026-07-10\|82.52\|-3.10\|87.50\|88.58\|82.30\|69704;2026-07-13\|77.82\|-5.70\|82.02\|83.94\|77.30\|72009;2026-07-14\|75.95\|-2.40\|77.58\|78.29\|72.28\|69833;2026-07-15\|71.69\|-5.61\|77.79\|77.79\|71.00\|65598;2026-07-16\|67.33\|-6.08\|71.59\|72.38\|66.49\|76861;2026-07-17\|60.60\|-10.00\|67.28\|67.28\|60.60\|85977;2026-07-20\|54.54\|-10.00\|59.39\|60.60\|54.54\|124343;2026-07-21\|59.57\|9.22\|53.00\|59.80\|49.09\|180560;2026-07-22\|58.30\|-2.13\|59.60\|61.20\|57.20\|100120;2026-07-23\|58.03\|-0.46\|58.27\|59.65\|57.30\|78060;2026-07-24\|56.62\|-2.43\|58.02\|59.77\|56.60\|90660;2026-07-27\|57.54\|1.62\|56.49\|58.45\|54.49\|77168;2026-07-28\|53.14\|-7.65\|56.50\|57.86\|52.88\|82865;2026-07-29\|53.50\|0.68\|53.97\|54.98\|50.21\|110480;2026-07-30\|48.78\|-8.82\|53.99\|54.98\|48.40\|113698;2026-07-31\|51.17\|4.90\|51.78\|53.49\|50.86\|105024;2026-08-03\|50.04\|-2.21\|51.20\|51.67\|48.90\|69807;2026-08-04\|54.30\|8.51\|50.50\|54.39\|50.00\|84773;2026-08-05\|56.35\|3.78\|54.30\|57.33\|53.50\|74339;2026-08-06\|57.20\|1.51\|55.55\|58.00\|54.56\|67662;2026-08-07\|61.01\|6.66\|57.00\|62.15\|56.89\|105464;2026-08-10\|59.91\|-1.80\|61.50\|61.88\|58.90\|82402;2026-08-11\|59.21\|-1.17\|59.40\|60.78\|58.28\|53956;2026-08-12\|62.36\|5.32\|59.20\|63.97\|58.72\|67347;2026-08-13\|62.25\|-0.18\|63.60\|65.37\|62.01\|74763;2026-08-14\|63.43\|1.90\|62.68\|63.95\|61.32\|54391;2026-08-17\|66.52\|4.87\|64.69\|66.70\|63.22\|64913;2026-08-18\|68.55\|3.05\|67.05\|70.98\|66.08\|97454;2026-08-19\|62.42\|-8.94\|68.00\|68.00\|62.00\|99541;2026-08-20\|65.59\|5.08\|63.40\|66.77\|62.66\|83444;2026-08-21\|63.85\|-2.65\|67.89\|67.90\|60.54\|112256;2026-08-24\|62.47\|-2.16\|63.81\|63.85\|61.23\|62459;2026-08-25\|62.06\|-0.66\|61.20\|63.43\|59.56\|52709;2026-08-26\|62.18\|0.19\|62.00\|62.82\|60.63\|47932;2026-08-27\|63.25\|1.72\|62.12\|64.00\|61.90\|58912;2026-08-28\|61.99\|-1.99\|63.25\|64.58\|61.79\|47674;2026-08-31\|67.02\|8.11\|60.79\|67.50\|60.28\|91253;2026-09-01\|64.46\|-3.82\|67.03\|68.80\|64.38\|60238;2026-09-02\|63.94\|-0.81\|63.82\|64.80\|62.65\|42392;2026-09-03\|63.52\|-0.66\|64.55\|65.00\|62.86\|32869;2026-09-04\|61.86\|-2.61\|64.15\|65.20\|61.27\|47955;2026-09-07\|68.05\|10.01\|62.00\|68.05\|62.00\|121220;2026-09-08\|67.62\|-0.63\|68.37\|69.10\|65.55\|104959;2026-09-09\|67.43\|-0.28\|69.00\|69.50\|66.91\|67098;2026-09-10\|65.55\|-2.79\|67.33\|67.83\|65.50\|57495;2026-09-11\|64.55\|-1.53\|64.55\|64.92\|62.20\|61760
117858	美团发布基于国产算力训练的万亿参数大模型	转股价下修+PLC芯片+半导体行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月30日公告，公司发布关于“力合转债”预计触发转股价格向下修正条件的提示性公告。 2、据2026年6月22日投资者关系活动记录表，公司基于PLC技术的智慧酒店系统方案亮相上交会，并已成为头部连锁酒店亚朵酒店的行业标杆案例，推动非电网业务加速落地。 3、据2026年5月12日及5月8日互动易，公司作为智能电网市场主要的PLC芯片原厂供应商，受益于国家电网“十五五”期间4万亿元固定资产投资及算电协同产业政策，有望带动相关市场规模增长；公司已形成“智能电网”与“非电网”双轮驱动的战略格局。 4、公司是一家致力于物联网通信和连接的芯片企业，专注于电力线通信（PLC）技术、集成电路芯片和应用。	公司主要产品包括物联网通信芯片、模块、整机及系统应用方案	2026-05-08\|24.00\|0.33\|23.88\|24.07\|23.62\|33296;2026-05-11\|24.40\|1.67\|24.40\|24.55\|24.13\|49370;2026-05-12\|24.10\|-1.23\|24.23\|24.38\|23.79\|38616;2026-05-13\|24.65\|2.28\|23.92\|24.91\|23.78\|51043;2026-05-14\|24.29\|-1.46\|24.83\|24.83\|24.22\|44545;2026-05-15\|24.12\|-0.70\|24.23\|24.80\|23.85\|46439;2026-05-18\|24.32\|0.83\|24.06\|24.67\|23.81\|35073;2026-05-19\|24.66\|1.40\|24.29\|24.68\|23.98\|41667;2026-05-20\|24.76\|0.41\|24.56\|24.94\|24.45\|41177;2026-05-21\|23.20\|-6.30\|24.90\|25.19\|23.06\|69028;2026-05-22\|24.30\|4.74\|23.39\|24.62\|23.24\|54631;2026-05-25\|24.95\|2.67\|24.31\|25.00\|24.08\|63535;2026-05-26\|24.37\|-2.32\|24.88\|24.88\|23.74\|52088;2026-05-27\|23.85\|-2.13\|24.46\|24.70\|23.68\|52984;2026-05-28\|24.08\|0.96\|23.70\|24.32\|23.34\|57509;2026-05-29\|21.58\|-10.38\|24.15\|24.15\|21.35\|98982;2026-06-01\|21.52\|-0.28\|21.13\|21.95\|21.13\|48230;2026-06-02\|20.84\|-3.16\|21.45\|21.60\|20.50\|48745;2026-06-03\|20.57\|-1.30\|20.85\|21.28\|20.33\|45483;2026-06-04\|20.10\|-2.28\|20.37\|20.62\|19.85\|44502;2026-06-05\|19.98\|-0.60\|20.09\|20.43\|18.97\|44754;2026-06-08\|19.00\|-4.90\|19.38\|19.79\|18.71\|43922;2026-06-09\|20.29\|6.79\|19.15\|20.91\|19.09\|58903;2026-06-10\|19.48\|-3.52\|19.90\|20.37\|19.18\|36218;2026-06-11\|19.27\|-1.08\|19.39\|19.57\|18.93\|31289;2026-06-12\|19.27\|0.00\|19.90\|20.29\|19.20\|35406;2026-06-15\|20.01\|3.84\|19.35\|20.08\|19.23\|34259;2026-06-16\|20.50\|2.45\|19.97\|20.54\|19.80\|35646;2026-06-17\|20.68\|0.88\|20.14\|20.83\|20.09\|32566;2026-06-18\|20.75\|0.34\|20.63\|20.95\|20.37\|29826;2026-06-22\|20.69\|-0.29\|20.93\|21.20\|19.70\|48373;2026-06-23\|20.72\|0.14\|20.72\|21.38\|20.39\|50289;2026-06-24\|20.73\|0.05\|20.70\|20.88\|19.97\|48316;2026-06-25\|20.38\|-1.69\|20.77\|21.05\|20.00\|43223;2026-06-26\|19.45\|-4.56\|20.15\|20.26\|19.37\|48010;2026-06-29\|19.15\|-1.54\|19.45\|19.73\|18.21\|45993;2026-06-30\|22.98\|20.00\|19.16\|22.98\|19.16\|129903;2026-07-01\|23.88\|3.92\|22.75\|24.88\|22.74\|174577;2026-07-02\|23.34\|-2.26\|23.08\|24.50\|23.03\|112133;2026-07-03\|22.22\|-4.80\|22.92\|23.45\|22.22\|74267;2026-07-06\|22.16\|-0.27\|22.12\|22.94\|21.12\|83308;2026-07-07\|21.85\|-1.40\|21.66\|22.60\|21.55\|57904;2026-07-08\|21.44\|-1.88\|21.87\|22.03\|20.46\|62166;2026-07-09\|22.18\|3.45\|21.81\|22.18\|20.81\|66358;2026-07-10\|21.52\|-2.98\|21.90\|22.76\|21.50\|79565;2026-07-13\|19.97\|-7.20\|21.10\|21.55\|19.86\|75676;2026-07-14\|20.10\|0.65\|20.30\|20.43\|18.90\|65243;2026-07-15\|19.22\|-4.38\|19.89\|20.25\|19.13\|51006;2026-07-16\|19.11\|-0.57\|19.02\|19.83\|18.71\|44421;2026-07-17\|18.01\|-5.76\|19.11\|19.33\|18.01\|48969;2026-07-20\|16.77\|-6.89\|18.02\|18.25\|16.52\|50099;2026-07-21\|17.40\|3.76\|16.70\|17.52\|15.80\|52624;2026-07-22\|16.68\|-4.14\|17.15\|17.44\|16.63\|39903;2026-07-23\|16.84\|0.96\|16.70\|16.95\|16.45\|26252;2026-07-24\|16.40\|-2.61\|16.54\|16.94\|16.40\|26242;2026-07-27\|16.66\|1.59\|16.32\|16.84\|16.00\|30571;2026-07-28\|16.25\|-2.46\|16.38\|16.77\|16.19\|25862;2026-07-29\|16.95\|4.31\|16.12\|16.96\|16.05\|38125;2026-07-30\|16.76\|-1.12\|16.75\|17.02\|16.45\|28767;2026-07-31\|17.10\|2.03\|17.48\|17.65\|17.03\|38863;2026-08-03\|17.25\|0.88\|16.88\|17.25\|16.83\|25638;2026-08-04\|17.83\|3.36\|17.32\|17.99\|17.19\|42612;2026-08-05\|18.16\|1.85\|17.71\|18.40\|17.64\|45274;2026-08-06\|17.90\|-1.43\|17.90\|18.04\|17.58\|49645;2026-08-07\|18.01\|0.61\|17.91\|18.05\|17.48\|39423;2026-08-10\|18.32\|1.72\|18.01\|18.32\|17.71\|28243;2026-08-11\|18.04\|-1.53\|18.17\|18.37\|17.97\|25816;2026-08-12\|18.46\|2.33\|18.00\|18.69\|17.95\|35141;2026-08-13\|18.07\|-2.11\|18.65\|18.79\|18.07\|29441;2026-08-14\|19.51\|7.97\|18.15\|19.70\|18.15\|76661;2026-08-17\|19.49\|-0.10\|19.40\|19.79\|18.85\|53078;2026-08-18\|18.94\|-2.82\|19.39\|19.48\|18.73\|31819;2026-08-19\|18.00\|-4.96\|18.65\|18.75\|17.90\|31481;2026-08-20\|18.32\|1.78\|18.25\|18.60\|17.97\|23302;2026-08-21\|19.90\|8.62\|19.64\|20.43\|19.50\|113534;2026-08-24\|19.53\|-1.86\|20.25\|20.65\|19.23\|76344;2026-08-25\|19.62\|0.46\|19.31\|19.82\|19.06\|40161;2026-08-26\|19.25\|-1.89\|19.53\|19.72\|19.20\|28988;2026-08-27\|19.51\|1.35\|19.22\|19.71\|19.06\|37040;2026-08-28\|19.37\|-0.72\|19.41\|19.74\|19.30\|29216;2026-08-31\|19.94\|2.94\|19.20\|19.99\|18.94\|39154;2026-09-01\|20.42\|2.41\|20.00\|20.56\|19.83\|44614;2026-09-02\|20.07\|-1.71\|20.20\|20.44\|19.95\|29263;2026-09-03\|20.11\|0.20\|20.17\|20.39\|19.85\|23766;2026-09-04\|19.75\|-1.79\|20.16\|20.48\|19.63\|30824;2026-09-07\|19.72\|-0.15\|19.82\|20.04\|19.67\|22183;2026-09-08\|19.53\|-0.96\|19.71\|19.79\|19.47\|24801;2026-09-09\|19.48\|-0.26\|19.63\|19.82\|19.30\|17812;2026-09-10\|19.25\|-1.18\|19.43\|19.45\|19.10\|14399;2026-09-11\|18.86\|-2.03\|19.08\|19.18\|18.46\|22912
117857	美团发布基于国产算力训练的万亿参数大模型	机器人+商业航天+参股摩尔线程+智能控制器行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月9日机构调研，公司在机器人领域积极投入关节控制、伺服电机、电驱等产品研发，目前正积极推动量产；据2026年6月29日互动易，公司重申正推进机器人控制系统相关研发。 2、据2026年6月9日机构调研，子公司铖昌科技T/R芯片在卫星领域市场份额占比较高，公司进一步通过投资参股覆盖火箭、卫星等关键环节，完善卫星产业链布局。 3、据2025年9月24日互动易，公司直接持股摩尔线程，根据摩尔线程公开披露的招股说明书，公司持股比例为1.0262%。 4、据2026年6月9日机构调研，公司是全球化的智能控制器解决方案供应商，家电智能控制器市场份额全球领先，业务覆盖家电、电动工具、汽车电子等领域，在手订单饱满。	公司持有摩尔线程1.244%股份	2026-05-08\|33.44\|1.24\|32.80\|33.50\|32.39\|442571;2026-05-11\|33.48\|0.12\|33.48\|33.92\|33.00\|513043;2026-05-12\|32.74\|-2.21\|33.49\|33.58\|32.70\|372772;2026-05-13\|33.02\|0.86\|32.50\|33.05\|32.11\|358866;2026-05-14\|31.86\|-3.51\|33.17\|33.55\|31.86\|421755;2026-05-15\|31.35\|-1.60\|31.90\|32.66\|31.08\|432697;2026-05-18\|31.68\|1.05\|31.21\|32.13\|31.13\|287459;2026-05-19\|32.09\|1.29\|31.70\|32.20\|31.31\|319572;2026-05-20\|31.38\|-2.21\|32.08\|32.08\|31.13\|320723;2026-05-21\|30.30\|-3.44\|31.71\|32.12\|30.18\|464378;2026-05-22\|30.92\|2.05\|30.50\|31.12\|30.00\|328302;2026-05-25\|30.60\|-1.03\|30.90\|31.02\|30.23\|284540;2026-05-26\|30.54\|-0.20\|30.33\|30.60\|29.73\|328147;2026-05-27\|29.43\|-3.00\|30.34\|30.78\|29.33\|364245;2026-05-28\|29.19\|-0.82\|29.20\|29.49\|28.47\|311254;2026-05-29\|27.19\|-6.85\|29.30\|29.64\|27.02\|448372;2026-06-01\|26.44\|-2.76\|27.15\|27.45\|26.41\|327613;2026-06-02\|26.02\|-1.59\|26.50\|26.63\|25.48\|306017;2026-06-03\|25.88\|-0.54\|26.00\|26.58\|25.56\|270534;2026-06-04\|25.63\|-0.97\|25.70\|25.87\|25.34\|211746;2026-06-05\|25.58\|-0.20\|25.60\|26.32\|24.78\|321671;2026-06-08\|24.17\|-5.51\|24.80\|25.11\|23.93\|318700;2026-06-09\|24.80\|2.61\|24.77\|24.85\|23.94\|260618;2026-06-10\|24.09\|-2.86\|24.59\|24.90\|23.90\|238750;2026-06-11\|23.86\|-0.95\|23.96\|24.05\|23.52\|235016;2026-06-12\|23.80\|-0.25\|24.20\|24.42\|23.77\|271031;2026-06-15\|24.86\|4.45\|24.10\|24.87\|24.03\|311493;2026-06-16\|25.21\|1.41\|24.99\|25.53\|24.92\|292602;2026-06-17\|25.02\|-0.75\|25.13\|25.36\|24.83\|216820;2026-06-18\|24.78\|-0.96\|25.00\|25.15\|24.64\|222712;2026-06-22\|24.76\|-0.08\|24.88\|24.94\|23.90\|326499;2026-06-23\|23.87\|-3.59\|24.66\|24.80\|23.70\|272541;2026-06-24\|23.94\|0.29\|23.87\|24.07\|23.29\|247804;2026-06-25\|23.50\|-1.84\|23.94\|23.94\|23.23\|290212;2026-06-26\|22.21\|-5.49\|23.33\|23.38\|22.21\|324568;2026-06-29\|23.48\|5.72\|22.22\|24.43\|22.21\|692502;2026-06-30\|25.83\|10.01\|23.68\|25.83\|23.55\|697550;2026-07-01\|26.86\|3.99\|26.62\|27.77\|26.51\|934252;2026-07-02\|26.08\|-2.90\|26.86\|27.25\|25.99\|631557;2026-07-03\|26.86\|2.99\|26.26\|27.34\|26.25\|618404;2026-07-06\|25.38\|-5.51\|26.90\|26.98\|25.10\|589109;2026-07-07\|24.16\|-4.81\|25.10\|25.81\|24.10\|433379;2026-07-08\|23.61\|-2.28\|24.34\|24.71\|23.58\|365823;2026-07-09\|23.93\|1.36\|23.80\|24.05\|22.87\|373665;2026-07-10\|26.32\|9.99\|24.00\|26.32\|23.73\|712520;2026-07-13\|24.91\|-5.36\|25.85\|26.49\|24.73\|751747;2026-07-14\|23.46\|-5.82\|24.79\|24.97\|22.55\|654614;2026-07-15\|23.26\|-0.85\|23.62\|24.14\|22.92\|422613;2026-07-16\|23.40\|0.60\|23.01\|24.37\|22.76\|484628;2026-07-17\|21.06\|-10.00\|23.31\|23.62\|21.06\|662394;2026-07-20\|19.86\|-5.70\|20.98\|21.22\|19.43\|528542;2026-07-21\|20.57\|3.58\|20.14\|20.69\|18.92\|459087;2026-07-22\|20.28\|-1.41\|20.27\|20.76\|20.16\|307307;2026-07-23\|20.21\|-0.35\|20.08\|20.40\|19.91\|231708;2026-07-24\|19.57\|-3.17\|19.88\|20.11\|19.56\|211017;2026-07-27\|20.19\|3.17\|19.48\|20.22\|19.37\|236894;2026-07-28\|19.72\|-2.33\|19.90\|20.17\|19.69\|201991;2026-07-29\|20.03\|1.57\|19.70\|20.08\|19.23\|286038;2026-07-30\|19.46\|-2.85\|19.89\|20.08\|19.35\|284911;2026-07-31\|20.10\|3.29\|20.00\|20.44\|19.90\|394456;2026-08-03\|20.52\|2.09\|20.00\|20.60\|19.91\|270730;2026-08-04\|20.88\|1.75\|20.57\|20.98\|20.50\|272093;2026-08-05\|21.65\|3.69\|20.95\|21.90\|20.88\|417064;2026-08-06\|21.33\|-1.48\|21.31\|21.67\|21.08\|292685;2026-08-07\|21.48\|0.70\|21.30\|21.48\|20.90\|314597;2026-08-10\|21.57\|0.42\|21.77\|21.91\|21.26\|208071;2026-08-11\|21.42\|-0.70\|21.31\|21.67\|21.19\|183200;2026-08-12\|21.59\|0.79\|21.42\|21.64\|21.28\|156231;2026-08-13\|21.12\|-2.18\|21.69\|21.88\|21.12\|210412;2026-08-14\|21.14\|0.09\|21.12\|21.32\|20.83\|183489;2026-08-17\|21.85\|3.36\|21.17\|21.87\|21.04\|285613;2026-08-18\|21.65\|-0.92\|21.70\|21.79\|21.38\|211276;2026-08-19\|19.49\|-9.98\|20.68\|20.68\|19.49\|565177;2026-08-20\|19.01\|-2.46\|19.34\|19.57\|18.81\|316754;2026-08-21\|18.95\|-0.32\|18.91\|19.05\|18.58\|203211;2026-08-24\|18.19\|-4.01\|18.95\|19.00\|17.99\|305680;2026-08-25\|18.65\|2.53\|18.12\|18.77\|17.94\|242196;2026-08-26\|18.79\|0.75\|18.60\|18.88\|18.47\|177415;2026-08-27\|19.15\|1.92\|18.78\|19.18\|18.70\|197597;2026-08-28\|19.06\|-0.47\|19.10\|19.33\|19.02\|155611;2026-08-31\|19.29\|1.21\|18.88\|19.29\|18.81\|159161;2026-09-01\|19.26\|-0.16\|19.16\|19.41\|19.15\|149261;2026-09-02\|19.07\|-0.99\|19.15\|19.18\|18.90\|128595;2026-09-03\|19.04\|-0.16\|19.16\|19.24\|18.90\|130012;2026-09-04\|18.82\|-1.16\|19.10\|19.33\|18.70\|202551;2026-09-07\|18.86\|0.21\|18.82\|18.99\|18.76\|133940;2026-09-08\|18.66\|-1.06\|18.85\|18.95\|18.60\|145956;2026-09-09\|18.41\|-1.34\|18.65\|18.73\|18.32\|142401;2026-09-10\|18.18\|-1.25\|18.33\|18.36\|18.11\|118323;2026-09-11\|17.95\|-1.27\|18.10\|18.11\|17.61\|188753
117856	美团发布基于国产算力训练的万亿参数大模型	ASIC定制+蜂窝基带+利空落地行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月18日互动易，公司ASIC订单承接呈良好态势，在手订单储备充足，预估全年定制业务会大幅增长；据2026年5月29日机构调研，云端AI订单金额占ASIC在手订单最高，是未来收入主要构成，3D堆叠相关定制项目预计从2026年第四季度起逐步交付验收。 2、据2025年年报，公司拥有2G-5G全制式蜂窝基带技术，是国内极少数具备相关研发实力的企业之一；据2026年5月29日机构调研，5G eMBB产品第二季度至今出货量已超第一季度，保持稳定增长。 3、据2026年5月23日及5月29日公告，公司大股东阿里网络最新减持计划已于6月15日起实施，其减持属自身安排，并非基于基本面负面判断，且减持完成后市场筹码将更加分散，有利于提升流动性；据公司2026年6月24日发布的部分限售股上市流通公告，7月1日解禁股份为公司实控人及高管持有，结合现行规则及公司股价情况，其均不符合减持条件，无减持计划。	公司定制化ASIC能力国内领先，一季度净利润大幅减亏	2026-05-08\|102.94\|0.87\|100.50\|106.72\|98.50\|169159;2026-05-11\|107.79\|4.71\|104.86\|108.49\|101.51\|197845;2026-05-12\|107.61\|-0.17\|106.00\|110.77\|104.58\|125172;2026-05-13\|110.52\|2.70\|104.00\|111.49\|103.47\|117242;2026-05-14\|109.50\|-0.92\|110.84\|115.68\|109.34\|119847;2026-05-15\|108.12\|-1.26\|109.69\|113.43\|106.50\|129266;2026-05-18\|111.62\|3.24\|106.95\|113.35\|106.40\|133524;2026-05-19\|115.30\|3.30\|110.94\|116.45\|107.36\|134822;2026-05-20\|124.52\|8.00\|117.50\|126.78\|115.66\|156100;2026-05-21\|113.75\|-8.65\|125.00\|129.49\|112.00\|235380;2026-05-22\|115.75\|1.76\|113.84\|119.47\|111.10\|147028;2026-05-25\|112.20\|-3.07\|110.10\|115.39\|107.30\|169947;2026-05-26\|110.70\|-1.34\|111.00\|112.49\|107.50\|144172;2026-05-27\|113.00\|2.08\|110.70\|118.92\|109.31\|155555;2026-05-28\|114.73\|1.53\|112.21\|116.99\|108.86\|128211;2026-05-29\|106.38\|-7.28\|114.41\|116.24\|105.00\|141394;2026-06-01\|100.42\|-5.60\|107.38\|107.78\|99.88\|140983;2026-06-02\|103.85\|3.42\|101.42\|104.23\|98.16\|121545;2026-06-03\|104.50\|0.63\|106.87\|111.90\|103.30\|129418;2026-06-04\|103.75\|-0.72\|103.60\|105.50\|101.18\|105066;2026-06-05\|100.20\|-3.42\|101.50\|104.56\|99.70\|90408;2026-06-08\|91.40\|-8.78\|98.20\|98.37\|90.82\|119087;2026-06-09\|93.95\|2.79\|93.80\|94.44\|91.19\|96554;2026-06-10\|93.15\|-0.85\|93.89\|97.22\|90.48\|90155;2026-06-11\|91.88\|-1.36\|92.89\|93.93\|90.58\|88266;2026-06-12\|89.98\|-2.07\|93.71\|94.95\|89.00\|93199;2026-06-15\|95.69\|6.35\|90.63\|97.33\|90.31\|102255;2026-06-16\|97.48\|1.87\|96.98\|98.58\|94.20\|90645;2026-06-17\|99.75\|2.33\|95.33\|99.96\|94.68\|87997;2026-06-18\|101.11\|1.36\|99.53\|103.10\|98.30\|108207;2026-06-22\|99.59\|-1.50\|101.29\|102.16\|96.79\|114130;2026-06-23\|97.21\|-2.39\|99.40\|100.88\|95.14\|102857;2026-06-24\|97.12\|-0.09\|96.66\|99.50\|94.61\|122044;2026-06-25\|101.68\|4.70\|97.61\|105.77\|94.44\|204545;2026-06-26\|99.84\|-1.81\|98.23\|102.57\|95.31\|160399;2026-06-29\|103.60\|3.77\|99.98\|106.27\|97.23\|194961;2026-06-30\|124.32\|20.00\|107.26\|124.32\|107.26\|252690;2026-07-01\|120.00\|-3.47\|123.40\|129.99\|117.80\|270727;2026-07-02\|109.00\|-9.17\|118.03\|119.97\|108.00\|187376;2026-07-03\|111.84\|2.61\|109.00\|118.32\|106.10\|166065;2026-07-06\|111.19\|-0.58\|114.84\|116.58\|106.17\|128503;2026-07-07\|110.45\|-0.67\|110.44\|117.17\|108.10\|106350;2026-07-08\|115.75\|4.80\|114.45\|119.80\|112.58\|143043;2026-07-09\|125.68\|8.58\|118.00\|126.50\|113.33\|195925;2026-07-10\|118.26\|-5.90\|125.76\|128.00\|118.18\|153811;2026-07-13\|121.35\|2.61\|115.08\|129.50\|115.00\|184525;2026-07-14\|117.20\|-3.42\|124.36\|127.45\|111.00\|174324;2026-07-15\|123.71\|5.55\|118.77\|128.65\|111.50\|181266;2026-07-16\|113.69\|-8.10\|122.47\|133.50\|111.50\|248882;2026-07-17\|99.68\|-12.32\|109.65\|112.89\|99.00\|176287;2026-07-20\|100.39\|0.71\|101.66\|105.37\|96.80\|166685;2026-07-21\|107.78\|7.36\|100.76\|109.40\|93.80\|156326;2026-07-22\|111.80\|3.73\|106.38\|115.09\|105.58\|135697;2026-07-23\|103.35\|-7.56\|115.20\|121.29\|102.01\|157722;2026-07-24\|111.77\|8.15\|101.89\|116.98\|101.89\|158931;2026-07-27\|110.12\|-1.48\|110.81\|111.50\|106.31\|102318;2026-07-28\|104.60\|-5.01\|107.00\|109.65\|104.01\|74410;2026-07-29\|106.95\|2.25\|105.22\|111.50\|98.00\|138401;2026-07-30\|92.59\|-13.43\|104.48\|105.32\|91.19\|127346;2026-07-31\|93.69\|1.19\|100.00\|101.00\|93.66\|124022;2026-08-03\|91.15\|-2.71\|93.50\|97.31\|89.09\|87907;2026-08-04\|92.70\|1.70\|92.46\|93.58\|89.52\|94774;2026-08-05\|96.85\|4.48\|93.00\|99.18\|91.65\|90446;2026-08-06\|103.70\|7.07\|96.01\|106.00\|95.06\|145020;2026-08-07\|112.40\|8.39\|103.50\|113.60\|101.73\|139276;2026-08-10\|104.50\|-7.03\|113.58\|114.50\|102.40\|137623;2026-08-11\|104.19\|-0.30\|104.05\|106.80\|102.40\|69718;2026-08-12\|104.00\|-0.18\|103.92\|106.66\|102.74\|80630;2026-08-13\|102.09\|-1.84\|105.55\|108.20\|101.66\|88308;2026-08-14\|102.17\|0.08\|103.00\|103.98\|100.10\|67642;2026-08-17\|107.84\|5.55\|102.00\|107.90\|101.27\|103909;2026-08-18\|103.50\|-4.02\|107.03\|107.80\|101.81\|94883;2026-08-19\|95.47\|-7.76\|101.12\|102.31\|94.55\|90411;2026-08-20\|95.26\|-0.22\|96.50\|97.18\|94.26\|57603;2026-08-21\|94.38\|-0.92\|94.88\|96.35\|93.00\|60802;2026-08-24\|89.26\|-5.42\|95.16\|95.16\|87.88\|84735;2026-08-25\|91.10\|2.06\|88.00\|92.13\|86.69\|58238;2026-08-26\|93.04\|2.13\|91.00\|93.93\|90.60\|52305;2026-08-27\|101.70\|9.31\|94.00\|102.36\|93.67\|131959;2026-08-28\|98.46\|-3.19\|100.69\|102.98\|98.23\|66752;2026-08-31\|102.98\|4.59\|98.46\|103.58\|96.78\|87916;2026-09-01\|97.80\|-5.03\|104.65\|104.97\|97.38\|71075;2026-09-02\|94.69\|-3.18\|96.86\|96.86\|93.11\|69930;2026-09-03\|93.87\|-0.87\|95.55\|96.00\|92.78\|48549;2026-09-04\|91.55\|-2.47\|95.65\|95.98\|91.07\|71175;2026-09-07\|93.86\|2.52\|92.74\|94.92\|91.93\|69115;2026-09-08\|91.11\|-2.93\|93.60\|94.91\|90.63\|92226;2026-09-09\|91.11\|0.00\|91.50\|93.89\|90.63\|46276;2026-09-10\|89.40\|-1.88\|90.38\|90.60\|88.18\|60558;2026-09-11\|88.98\|-0.47\|89.00\|89.48\|85.68\|64683
117855	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：公司聚焦空天前沿领域，投资垣信卫星，与中航通飞、徐工等合作推进项目，叠加英伟达发布‘太空计算’平台催化，空天经济主题热度升温；涨停缘由：卫星互联网建设提速、低轨星座组网加速、公司空天相关布局具稀缺性、集装箱底板业务向航空航天材料延伸；资金逻辑：航天板块受GTC大会及海外AI算力上天预期带动，资金提前布局上游材料标的，康欣新材换手率与成交额显著放大；风险提示：公司空天业务尚处早期投入阶段，未披露具体营收贡献，主业仍以木基复合材料为主，转型进度存在不确定性	1、公司收购宇邦半导体相关股权已于2026年4月完成工商变更登记，并将其纳入合并财务报表范围； 2、集装箱底板龙头；公司聚焦空天等前沿领域，投资垣信卫星等项目，还与中航通飞、徐工等合作推进优质项目	2026-05-08\|3.60\|10.09\|3.31\|3.60\|3.31\|331823;2026-05-11\|3.96\|10.00\|3.78\|3.96\|3.72\|625132;2026-05-12\|4.36\|10.10\|4.36\|4.36\|4.25\|610911;2026-05-13\|4.24\|-2.75\|4.32\|4.55\|4.10\|2034733;2026-05-14\|4.40\|3.77\|4.25\|4.66\|4.25\|1705499;2026-05-15\|4.28\|-2.73\|4.21\|4.49\|4.21\|1090509;2026-05-18\|4.14\|-3.27\|4.23\|4.40\|4.06\|1062727;2026-05-19\|3.95\|-4.59\|4.11\|4.12\|3.87\|894167;2026-05-20\|4.04\|2.28\|3.92\|4.23\|3.86\|977229;2026-05-21\|4.09\|1.24\|3.98\|4.44\|3.98\|1359088;2026-05-22\|3.96\|-3.18\|4.10\|4.13\|3.84\|966190;2026-05-25\|3.94\|-0.51\|4.00\|4.00\|3.86\|512886;2026-05-26\|3.70\|-6.09\|3.91\|3.91\|3.65\|649798;2026-05-27\|3.62\|-2.16\|3.71\|3.75\|3.57\|407968;2026-05-28\|3.68\|1.66\|3.60\|3.68\|3.57\|307215;2026-05-29\|3.51\|-4.62\|3.68\|3.70\|3.47\|330560;2026-06-01\|3.59\|2.28\|3.52\|3.80\|3.43\|417151;2026-06-02\|3.65\|1.67\|3.61\|3.68\|3.47\|333768;2026-06-03\|3.66\|0.27\|3.63\|3.72\|3.60\|328393;2026-06-04\|3.55\|-3.01\|3.63\|3.65\|3.53\|221743;2026-06-05\|3.59\|1.13\|3.55\|3.72\|3.45\|349586;2026-06-08\|3.52\|-1.95\|3.53\|3.69\|3.44\|308334;2026-06-09\|3.64\|3.41\|3.53\|3.65\|3.46\|320857;2026-06-10\|3.52\|-3.30\|3.59\|3.72\|3.48\|350582;2026-06-11\|3.46\|-1.70\|3.48\|3.54\|3.37\|287054;2026-06-12\|3.47\|0.29\|3.51\|3.60\|3.45\|228094;2026-06-15\|3.48\|0.29\|3.51\|3.53\|3.42\|263992;2026-06-16\|3.49\|0.29\|3.47\|3.54\|3.40\|227844;2026-06-17\|3.34\|-4.30\|3.47\|3.50\|3.33\|306670;2026-06-18\|3.67\|9.88\|3.42\|3.67\|3.37\|296113;2026-06-22\|3.76\|2.45\|3.88\|3.90\|3.73\|863536;2026-06-23\|3.53\|-6.12\|3.72\|3.74\|3.49\|519872;2026-06-24\|3.38\|-4.25\|3.56\|3.57\|3.30\|415809;2026-06-25\|3.19\|-5.62\|3.37\|3.50\|3.18\|480221;2026-06-26\|3.09\|-3.13\|3.20\|3.22\|3.09\|303827;2026-06-29\|3.01\|-2.59\|3.09\|3.13\|2.89\|421490;2026-06-30\|3.31\|9.97\|2.98\|3.31\|2.95\|428261;2026-07-01\|3.64\|9.97\|3.48\|3.64\|3.41\|248853;2026-07-02\|3.60\|-1.10\|3.72\|3.88\|3.49\|1109391;2026-07-03\|3.42\|-5.00\|3.43\|3.59\|3.35\|659872;2026-07-06\|3.33\|-2.63\|3.38\|3.48\|3.32\|394588;2026-07-07\|3.49\|4.80\|3.35\|3.66\|3.33\|758381;2026-07-08\|3.16\|-9.46\|3.40\|3.41\|3.15\|611855;2026-07-09\|3.22\|1.90\|3.20\|3.27\|3.10\|370745;2026-07-10\|3.22\|0.00\|3.21\|3.31\|3.15\|312507;2026-07-13\|3.04\|-5.59\|3.18\|3.21\|3.02\|286720;2026-07-14\|3.10\|1.97\|3.04\|3.12\|2.99\|196448;2026-07-15\|3.05\|-1.61\|3.08\|3.16\|3.05\|194307;2026-07-16\|3.00\|-1.64\|3.00\|3.09\|2.98\|201477;2026-07-17\|2.85\|-5.00\|3.00\|3.03\|2.81\|263137;2026-07-20\|2.67\|-6.32\|2.85\|2.89\|2.63\|300168;2026-07-21\|2.74\|2.62\|2.68\|2.75\|2.50\|245388;2026-07-22\|2.66\|-2.92\|2.72\|2.74\|2.66\|128332;2026-07-23\|2.74\|3.01\|2.67\|2.74\|2.64\|136135;2026-07-24\|2.66\|-2.92\|2.74\|2.74\|2.65\|99914;2026-07-27\|2.73\|2.63\|2.65\|2.73\|2.64\|118741;2026-07-28\|3.00\|9.89\|2.95\|3.00\|2.93\|170496;2026-07-29\|2.88\|-4.00\|2.94\|3.05\|2.85\|386298;2026-07-30\|2.92\|1.39\|2.90\|3.09\|2.89\|341419;2026-07-31\|3.03\|3.77\|2.95\|3.19\|2.92\|343044;2026-08-03\|2.98\|-1.65\|3.00\|3.01\|2.92\|215281;2026-08-04\|3.00\|0.67\|2.98\|3.01\|2.96\|191619;2026-08-05\|3.05\|1.67\|3.01\|3.08\|3.00\|236391;2026-08-06\|3.06\|0.33\|3.04\|3.09\|3.00\|235420;2026-08-07\|3.01\|-1.63\|3.06\|3.07\|2.97\|174897;2026-08-10\|3.06\|1.66\|3.04\|3.06\|2.97\|184877;2026-08-11\|3.08\|0.65\|3.06\|3.10\|3.00\|174333;2026-08-12\|3.17\|2.92\|3.11\|3.20\|3.07\|248486;2026-08-13\|3.11\|-1.89\|3.16\|3.22\|3.10\|182566;2026-08-14\|3.12\|0.32\|3.14\|3.15\|3.04\|175758;2026-08-17\|3.15\|0.96\|3.13\|3.17\|3.07\|155568;2026-08-18\|3.16\|0.32\|3.15\|3.22\|3.12\|193427;2026-08-19\|3.06\|-3.16\|3.10\|3.17\|3.04\|173094;2026-08-20\|3.11\|1.63\|3.13\|3.19\|3.09\|174375;2026-08-21\|3.09\|-0.64\|3.12\|3.12\|3.02\|116754;2026-08-24\|3.11\|0.65\|3.10\|3.15\|3.07\|132138;2026-08-25\|3.15\|1.29\|3.09\|3.16\|3.07\|135886;2026-08-26\|3.14\|-0.32\|3.15\|3.21\|3.12\|168895;2026-08-27\|3.20\|1.91\|3.13\|3.28\|3.13\|249574;2026-08-28\|3.26\|1.88\|3.19\|3.30\|3.19\|233358;2026-08-31\|3.24\|-0.61\|3.25\|3.28\|3.18\|165629;2026-09-01\|3.28\|1.23\|3.24\|3.31\|3.23\|161172;2026-09-02\|3.25\|-0.91\|3.25\|3.27\|3.21\|141472;2026-09-03\|3.21\|-1.23\|3.27\|3.28\|3.19\|121642;2026-09-04\|3.17\|-1.25\|3.22\|3.23\|3.16\|125981;2026-09-07\|2.85\|-10.09\|2.85\|2.85\|2.85\|59050;2026-09-08\|2.71\|-4.91\|2.73\|2.83\|2.69\|1117168;2026-09-09\|2.54\|-6.27\|2.67\|2.70\|2.52\|771980;2026-09-10\|2.40\|-5.51\|2.51\|2.52\|2.36\|598408;2026-09-11\|2.32\|-3.33\|2.42\|2.43\|2.29\|464933
117854	美团发布基于国产算力训练的万亿参数大模型	机器人+MEMS传感器+送转行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月10日投资者关系活动记录表，公司重点布局AI眼镜用骨传导声学麦克风、车载及机器人领域IMU等新产品与新技术研发，相关项目研发工作正按计划推进；据2026年3月9日投资者关系活动记录表，公司已启动六维力传感器、机器人专用IMU等多款产品的研发立项工作。 2、据2025年8月29日半年报及2026年6月10日投资者关系活动记录表，公司是国内少数在MEMS声学、压力、惯性传感器领域均具有芯片自主设计能力的公司，拥有MEMS全产业链研发能力。 3、据2026年6月26日权益分派实施公告，公司2025年年度拟向全体股东每10股派发现金红利2.70元含税，同时每10股以资本公积转增4股，股权登记日为2026年7月1日。	公司为国内领先的MEMS传感器设计企业	2026-05-08\|71.44\|2.41\|69.49\|71.89\|67.49\|22123;2026-05-11\|72.30\|1.20\|72.54\|72.89\|71.10\|21588;2026-05-12\|71.40\|-1.24\|72.30\|72.64\|70.51\|17636;2026-05-13\|72.53\|1.58\|70.80\|73.20\|69.70\|21883;2026-05-14\|72.78\|0.34\|73.41\|74.40\|70.82\|24830;2026-05-15\|71.40\|-1.90\|72.05\|73.48\|70.02\|22399;2026-05-18\|74.14\|3.84\|71.39\|76.00\|70.62\|33032;2026-05-19\|76.35\|2.98\|73.65\|76.56\|72.53\|27906;2026-05-20\|75.51\|-1.10\|75.84\|76.15\|74.90\|21458;2026-05-21\|70.91\|-6.09\|76.63\|76.70\|70.88\|34280;2026-05-22\|72.82\|2.69\|71.50\|73.23\|70.60\|19163;2026-05-25\|75.78\|4.06\|72.84\|75.85\|71.81\|30614;2026-05-26\|72.72\|-4.04\|75.70\|75.70\|71.10\|25712;2026-05-27\|70.16\|-3.52\|72.72\|73.45\|69.60\|21508;2026-05-28\|71.18\|1.45\|69.91\|72.15\|69.05\|16680;2026-05-29\|65.48\|-8.01\|71.74\|71.74\|65.00\|26732;2026-06-01\|64.25\|-1.88\|65.49\|66.78\|63.90\|15324;2026-06-02\|62.30\|-3.04\|63.84\|64.57\|61.00\|16871;2026-06-03\|61.86\|-0.71\|61.78\|63.84\|61.34\|13719;2026-06-04\|60.70\|-1.88\|62.76\|62.76\|60.42\|14873;2026-06-05\|64.00\|5.44\|60.50\|67.44\|57.00\|35061;2026-06-08\|62.42\|-2.47\|62.34\|65.77\|61.00\|24685;2026-06-09\|63.21\|1.27\|63.69\|63.76\|61.70\|15296;2026-06-10\|61.88\|-2.10\|62.50\|64.10\|61.10\|13591;2026-06-11\|62.80\|1.49\|61.88\|63.34\|60.58\|12011;2026-06-12\|62.91\|0.18\|64.20\|66.37\|62.80\|16656;2026-06-15\|67.25\|6.90\|63.96\|67.98\|63.11\|21951;2026-06-16\|72.08\|7.18\|67.23\|74.98\|66.51\|31681;2026-06-17\|80.31\|11.42\|73.49\|82.40\|71.88\|55441;2026-06-18\|79.90\|-0.51\|80.37\|81.72\|77.97\|36550;2026-06-22\|93.84\|17.45\|82.32\|95.78\|80.00\|89282;2026-06-23\|92.00\|-1.96\|94.85\|94.87\|87.47\|55539;2026-06-24\|96.90\|5.33\|90.15\|99.80\|89.01\|61798;2026-06-25\|103.48\|6.79\|96.93\|108.38\|94.80\|66161;2026-06-26\|101.51\|-1.90\|103.98\|108.38\|101.00\|48563;2026-06-29\|95.89\|-5.54\|100.06\|106.49\|92.83\|64722;2026-06-30\|115.07\|20.00\|94.94\|115.07\|94.94\|58258;2026-07-01\|133.33\|15.87\|120.63\|138.07\|120.63\|109488;2026-07-02\|85.77\|-9.95\|87.03\|93.01\|85.25\|101234;2026-07-03\|83.70\|-2.41\|86.80\|87.00\|80.81\|81782;2026-07-06\|77.22\|-7.74\|84.50\|86.09\|76.51\|77487;2026-07-07\|72.65\|-5.92\|77.12\|77.25\|71.21\|51190;2026-07-08\|68.47\|-5.75\|72.42\|74.47\|67.35\|53766;2026-07-09\|69.91\|2.10\|68.99\|70.80\|66.50\|48311;2026-07-10\|66.82\|-4.42\|69.50\|71.95\|66.71\|53110;2026-07-13\|59.38\|-11.13\|64.05\|67.81\|58.79\|63137;2026-07-14\|59.33\|-0.08\|60.32\|61.48\|56.35\|43491;2026-07-15\|56.15\|-5.36\|58.53\|60.80\|55.52\|41320;2026-07-16\|53.06\|-5.50\|55.73\|57.33\|52.53\|45582;2026-07-17\|45.43\|-14.38\|53.58\|53.99\|45.00\|63024;2026-07-20\|40.84\|-10.10\|49.07\|49.63\|39.53\|77634;2026-07-21\|44.81\|9.72\|41.66\|44.97\|36.60\|94060;2026-07-22\|42.54\|-5.07\|44.00\|45.78\|42.25\|57557;2026-07-23\|41.50\|-2.44\|42.30\|43.60\|41.00\|41910;2026-07-24\|40.89\|-1.47\|41.50\|42.34\|40.20\|43288;2026-07-27\|41.66\|1.88\|40.16\|42.12\|39.51\|34712;2026-07-28\|39.39\|-5.45\|40.80\|42.65\|39.15\|39415;2026-07-29\|39.28\|-0.28\|39.60\|39.83\|37.21\|46333;2026-07-30\|36.61\|-6.80\|39.28\|39.78\|36.50\|43976;2026-07-31\|38.55\|5.30\|39.25\|40.91\|38.51\|53344;2026-08-03\|37.68\|-2.26\|38.47\|39.15\|37.35\|31646;2026-08-04\|40.84\|8.39\|38.91\|41.48\|38.00\|41653;2026-08-05\|43.03\|5.36\|40.80\|43.55\|40.50\|45780;2026-08-06\|43.44\|0.95\|42.90\|44.28\|42.28\|37784;2026-08-07\|45.26\|4.19\|44.25\|45.57\|42.41\|42917;2026-08-10\|45.26\|0.00\|46.17\|46.61\|44.20\|37118;2026-08-11\|45.50\|0.53\|44.31\|46.46\|44.31\|32542;2026-08-12\|46.09\|1.30\|46.33\|47.00\|45.02\|35117;2026-08-13\|44.63\|-3.17\|46.63\|47.12\|44.60\|33585;2026-08-14\|53.56\|20.01\|44.88\|53.56\|44.88\|121922;2026-08-17\|52.93\|-1.18\|52.00\|53.56\|50.71\|118025;2026-08-18\|50.75\|-4.12\|52.67\|53.55\|49.69\|83205;2026-08-19\|46.43\|-8.51\|49.00\|50.20\|45.82\|64864;2026-08-20\|51.28\|10.45\|49.00\|54.72\|46.43\|152894;2026-08-21\|49.00\|-4.45\|50.09\|51.00\|48.52\|93620;2026-08-24\|47.14\|-3.80\|48.51\|49.88\|45.43\|75557;2026-08-25\|46.18\|-2.04\|45.91\|46.80\|43.50\|59560;2026-08-26\|45.25\|-2.01\|46.18\|46.41\|44.18\|43692;2026-08-27\|48.16\|6.43\|45.35\|48.40\|44.72\|60361;2026-08-28\|47.75\|-0.85\|47.88\|49.47\|47.05\|49392;2026-08-31\|51.65\|8.17\|45.54\|52.06\|45.54\|83196;2026-09-01\|49.39\|-4.38\|51.99\|51.99\|49.19\|49827;2026-09-02\|49.20\|-0.38\|48.51\|51.00\|48.51\|44992;2026-09-03\|48.51\|-1.40\|49.33\|49.90\|47.56\|35093;2026-09-04\|46.00\|-5.17\|49.10\|49.60\|45.52\|44639;2026-09-07\|48.26\|4.91\|46.40\|48.34\|46.40\|42656;2026-09-08\|46.86\|-2.90\|48.27\|48.27\|46.38\|33658;2026-09-09\|45.38\|-3.16\|47.22\|48.26\|45.15\|34086;2026-09-10\|44.58\|-1.76\|44.93\|45.66\|44.40\|29671;2026-09-11\|43.25\|-2.98\|44.34\|44.34\|41.63\|34348
117853	美团发布基于国产算力训练的万亿参数大模型	G5级湿电子化学品+存储芯片+上海国资拟入主行业原因：据央视财经6月15日报道，多家特气生产企业负责人表示，在手订单大幅增加，产线处于高负荷运转状态。六氟化钨供需缺口扩大，推动产品价格进入上行通道。有企业负责人表示，近期氦气需求大幅攀升，一天一个价，目前每日生产量较年初翻倍。公司原因： 1、据2024年10月22日投资者关系活动记录表，公司G5等级产品主要用于12英寸晶圆制造先进制程的存储芯片、逻辑芯片以及成熟制程的功率器件芯片等；据2026年4月25日年报，公司镇江基地G5等级产品已全面导入成熟制程与先进制程领域，并大量应用于部分12英寸半导体标杆客户。 2、据2026年4月25日年报，公司是国内为数不多的具备为半导体、平板显示及新能源三大领域全系列湿电子化学品供应企业之一，产品线等级已从G2-G4延展至最高G5等级，实现SEMI等级全覆盖。 3、据2026年6月2日公告，控股股东淄博星恒途松与上海福迅科技签署《附条件生效的股份转让协议之补充协议》，拟转让其所持公司23.96%股份，转让完成后公司实控人将变更为上海市国资委。	公司是国内湿电子化学品行业的领先企业之一；公司生产的光刻胶配套试剂主要用于下游半导体和平板显示领域	2026-05-08\|26.37\|-3.55\|26.88\|26.93\|26.26\|283391;2026-05-11\|28.61\|8.49\|26.75\|29.00\|26.25\|471290;2026-05-12\|28.22\|-1.36\|28.33\|28.60\|27.39\|331426;2026-05-13\|27.93\|-1.03\|27.60\|28.33\|27.05\|238713;2026-05-14\|27.50\|-1.54\|28.00\|28.77\|27.50\|276156;2026-05-15\|30.25\|10.00\|28.00\|30.25\|28.00\|492811;2026-05-18\|32.30\|6.78\|30.00\|32.77\|29.33\|663153;2026-05-19\|35.08\|8.61\|31.43\|35.36\|31.03\|538317;2026-05-20\|35.24\|0.46\|34.33\|35.45\|33.80\|473915;2026-05-21\|34.94\|-0.85\|36.08\|38.50\|34.76\|613974;2026-05-22\|34.25\|-1.97\|34.81\|35.74\|33.81\|465674;2026-05-25\|34.65\|1.17\|34.20\|35.57\|33.51\|469545;2026-05-26\|33.14\|-4.36\|33.80\|34.43\|32.61\|345937;2026-05-27\|32.16\|-2.96\|33.11\|33.80\|31.90\|302624;2026-05-28\|33.60\|4.48\|32.67\|33.74\|32.00\|284230;2026-05-29\|34.70\|3.27\|34.00\|36.96\|34.00\|558334;2026-06-01\|34.00\|-2.02\|34.80\|36.00\|33.79\|385931;2026-06-02\|36.12\|6.24\|34.50\|37.40\|34.50\|520236;2026-06-03\|35.71\|-1.14\|35.01\|36.20\|34.50\|463709;2026-06-04\|37.78\|5.80\|35.10\|38.60\|34.90\|480866;2026-06-05\|41.56\|10.01\|37.00\|41.56\|36.00\|586327;2026-06-08\|42.84\|3.08\|38.99\|45.01\|38.99\|720407;2026-06-09\|45.44\|6.07\|43.50\|46.02\|41.52\|579751;2026-06-10\|45.70\|0.57\|44.20\|46.69\|44.10\|410952;2026-06-11\|46.36\|1.44\|44.90\|48.22\|42.44\|563968;2026-06-12\|41.72\|-10.01\|47.00\|47.00\|41.72\|522148;2026-06-15\|42.76\|2.49\|42.00\|43.29\|39.88\|495801;2026-06-16\|47.04\|10.01\|43.00\|47.04\|42.58\|452977;2026-06-17\|47.28\|0.64\|46.53\|49.40\|46.53\|433339;2026-06-18\|46.24\|-2.20\|47.05\|47.50\|45.39\|363424;2026-06-22\|45.87\|-0.80\|46.16\|46.67\|44.86\|336121;2026-06-23\|44.30\|-3.42\|46.01\|47.43\|43.68\|360893;2026-06-24\|46.15\|4.18\|43.55\|47.18\|41.40\|412549;2026-06-25\|45.89\|-0.56\|47.00\|47.10\|43.46\|419387;2026-06-26\|47.95\|4.49\|45.00\|48.05\|44.71\|475903;2026-06-29\|44.93\|-6.30\|50.41\|50.98\|43.16\|688477;2026-06-30\|49.42\|9.99\|43.61\|49.42\|43.50\|446616;2026-07-01\|52.66\|6.56\|51.50\|54.36\|50.00\|679700;2026-07-02\|56.90\|8.05\|50.21\|57.93\|47.39\|718705;2026-07-03\|56.26\|-1.12\|54.44\|59.50\|51.21\|754969;2026-07-06\|57.70\|2.56\|57.00\|59.49\|50.98\|643138;2026-07-07\|52.97\|-8.20\|55.10\|56.26\|52.18\|436857;2026-07-08\|47.95\|-9.48\|53.00\|55.12\|47.89\|434400;2026-07-09\|51.01\|6.38\|48.48\|52.75\|46.55\|522676;2026-07-10\|46.58\|-8.68\|51.45\|53.50\|46.58\|485972;2026-07-13\|41.92\|-10.00\|44.47\|46.26\|41.92\|335489;2026-07-14\|41.76\|-0.38\|41.50\|42.30\|39.03\|308493;2026-07-15\|40.15\|-3.86\|42.59\|42.66\|39.80\|207527;2026-07-16\|37.04\|-7.75\|39.13\|40.27\|36.79\|213937;2026-07-17\|35.19\|-4.99\|37.00\|37.34\|34.63\|236222;2026-07-20\|31.67\|-10.00\|36.00\|36.20\|31.67\|203269;2026-07-21\|34.12\|7.74\|31.40\|34.23\|28.50\|448805;2026-07-22\|33.80\|-0.94\|33.17\|35.35\|33.11\|298679;2026-07-23\|31.93\|-5.53\|34.35\|34.80\|31.38\|284182;2026-07-24\|32.24\|0.97\|31.35\|33.16\|31.00\|232409;2026-07-27\|33.45\|3.75\|32.50\|33.45\|31.08\|191027;2026-07-28\|32.10\|-4.04\|33.00\|35.10\|31.64\|282480;2026-07-29\|30.58\|-4.74\|31.86\|32.00\|29.12\|273125;2026-07-30\|27.69\|-9.45\|30.11\|30.47\|27.59\|227718;2026-07-31\|28.00\|1.12\|29.65\|30.46\|27.88\|334388;2026-08-03\|26.64\|-4.86\|28.00\|28.08\|26.53\|225704;2026-08-04\|28.25\|6.04\|27.00\|28.58\|26.80\|189019;2026-08-05\|31.08\|10.02\|28.61\|31.08\|28.36\|107463;2026-08-06\|34.19\|10.01\|31.48\|34.19\|31.40\|327064;2026-08-07\|36.37\|6.38\|36.00\|37.38\|33.90\|544608;2026-08-10\|36.26\|-0.30\|36.25\|36.96\|35.04\|401719;2026-08-11\|35.68\|-1.60\|36.00\|36.96\|35.40\|256006;2026-08-12\|36.09\|1.15\|36.09\|36.40\|35.39\|221665;2026-08-13\|36.44\|0.97\|36.65\|37.30\|36.18\|353631;2026-08-14\|36.18\|-0.71\|36.50\|37.50\|35.30\|288324;2026-08-17\|38.20\|5.58\|36.89\|38.20\|36.20\|364812;2026-08-18\|38.12\|-0.21\|37.82\|39.17\|37.50\|399631;2026-08-19\|36.52\|-4.20\|36.55\|39.29\|36.22\|384861;2026-08-20\|35.28\|-3.40\|36.95\|37.29\|34.91\|309176;2026-08-21\|36.08\|2.27\|35.60\|36.36\|34.38\|231933;2026-08-24\|34.80\|-3.55\|35.00\|35.55\|33.99\|238800;2026-08-25\|34.68\|-0.34\|34.01\|34.91\|32.70\|243637;2026-08-26\|33.03\|-4.76\|34.53\|35.07\|32.60\|224891;2026-08-27\|35.09\|6.24\|33.16\|35.46\|32.93\|274097;2026-08-28\|36.60\|4.30\|35.19\|37.38\|35.00\|345429;2026-08-31\|36.15\|-1.23\|35.58\|36.47\|34.93\|227338;2026-09-01\|34.13\|-5.59\|36.15\|36.15\|33.92\|234692;2026-09-02\|33.50\|-1.85\|33.60\|34.02\|33.27\|157918;2026-09-03\|32.64\|-2.57\|33.80\|33.87\|32.23\|185210;2026-09-04\|31.53\|-3.40\|32.78\|33.28\|31.20\|171279;2026-09-07\|32.69\|3.68\|31.94\|33.11\|31.57\|160596;2026-09-08\|32.26\|-1.32\|32.81\|33.15\|32.00\|137370;2026-09-09\|31.87\|-1.21\|32.40\|33.38\|31.79\|143179;2026-09-10\|31.50\|-1.16\|31.55\|32.07\|31.38\|110853;2026-09-11\|30.57\|-2.95\|31.02\|31.20\|29.52\|146943
117852	美团发布基于国产算力训练的万亿参数大模型	光学光电子+存储芯片+企业级SSD 行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、公司主营业务为定制化液晶显示屏及显示模组的研发、生产和销售，产品广泛应用于工业控制及自动化、智能家居、车载电子等领域，属于光学光电子行业。 2、据2026年6月1日及6月8日互动易，公司通过产业基金投资新存科技和天链芯，构建了“存储芯片研发&制造-主控芯片&内存模块研发-内存模块制造”的垂直整合全链条，其中公司承担存储模组制造及项目管理工作。 3、据2026年5月11日投资者关系活动记录表，公司基于NAND技术的企业级SSD固态硬盘模组研发已完成工程样品研发并进入核心测试阶段，存储业务正从研发阶段转向商业化落地关键节点。	公司基 NAND技术的企业级SSD固态硬盘模组研发已经完成工程样品研发，并进入核心测试阶段	2026-05-08\|27.88\|-0.04\|27.62\|28.53\|27.28\|62045;2026-05-11\|28.97\|3.91\|28.60\|29.88\|28.22\|158201;2026-05-12\|28.53\|-1.52\|29.70\|29.89\|28.39\|110140;2026-05-13\|28.99\|1.61\|27.90\|29.24\|27.80\|100354;2026-05-14\|29.92\|3.21\|29.00\|30.55\|28.79\|190811;2026-05-15\|29.23\|-2.31\|29.94\|30.39\|28.99\|102414;2026-05-18\|31.38\|7.36\|29.50\|31.59\|29.37\|172390;2026-05-19\|37.66\|20.01\|30.76\|37.66\|30.76\|406438;2026-05-20\|36.07\|-4.22\|41.50\|42.30\|35.50\|439809;2026-05-21\|32.29\|-10.48\|35.73\|36.94\|32.29\|321501;2026-05-22\|32.93\|1.98\|32.08\|34.95\|32.08\|244861;2026-05-25\|33.95\|3.10\|32.93\|34.32\|32.03\|301471;2026-05-26\|33.16\|-2.33\|33.00\|34.19\|31.77\|198294;2026-05-27\|31.99\|-3.53\|33.55\|34.34\|31.79\|204202;2026-05-28\|32.12\|0.41\|31.03\|32.80\|30.90\|174079;2026-05-29\|30.14\|-6.16\|32.12\|32.38\|29.90\|155729;2026-06-01\|31.64\|4.98\|30.33\|33.00\|30.23\|168333;2026-06-02\|33.72\|6.57\|31.43\|33.99\|31.11\|249362;2026-06-03\|35.00\|3.80\|34.24\|35.84\|33.18\|265166;2026-06-04\|37.70\|7.71\|34.00\|37.71\|33.80\|265391;2026-06-05\|25.57\|-4.91\|26.00\|26.57\|25.11\|264878;2026-06-08\|24.18\|-5.44\|23.41\|25.75\|23.41\|223433;2026-06-09\|24.28\|0.41\|24.66\|24.80\|23.50\|216092;2026-06-10\|23.02\|-5.19\|23.56\|23.85\|22.68\|171495;2026-06-11\|24.08\|4.60\|22.90\|24.25\|22.04\|208052;2026-06-12\|23.55\|-2.20\|24.50\|26.06\|23.45\|221224;2026-06-15\|25.17\|6.88\|23.80\|25.22\|23.45\|220250;2026-06-16\|25.15\|-0.08\|25.00\|25.50\|24.64\|187354;2026-06-17\|25.92\|3.06\|24.68\|26.02\|24.53\|258324;2026-06-18\|25.40\|-2.01\|25.68\|26.13\|24.98\|197685;2026-06-22\|24.79\|-2.40\|25.56\|25.89\|24.20\|208033;2026-06-23\|26.70\|7.70\|24.35\|27.20\|23.75\|374745;2026-06-24\|26.50\|-0.75\|25.69\|26.83\|25.50\|275231;2026-06-25\|26.10\|-1.51\|26.95\|27.20\|25.20\|273945;2026-06-26\|24.94\|-4.44\|25.90\|25.96\|24.65\|171834;2026-06-29\|23.70\|-4.97\|24.89\|25.81\|22.64\|183039;2026-06-30\|28.44\|20.00\|24.07\|28.44\|23.78\|359838;2026-07-01\|29.09\|2.29\|28.50\|29.57\|27.59\|431545;2026-07-02\|26.80\|-7.87\|27.15\|28.36\|26.62\|254222;2026-07-03\|32.16\|20.00\|28.49\|32.16\|28.49\|495249;2026-07-06\|35.61\|10.73\|33.15\|37.44\|33.15\|631109;2026-07-07\|32.64\|-8.34\|35.79\|36.18\|32.37\|378923;2026-07-08\|30.81\|-5.61\|32.90\|33.29\|30.11\|251330;2026-07-09\|36.97\|19.99\|31.36\|36.97\|30.85\|411921;2026-07-10\|35.60\|-3.71\|37.63\|39.30\|35.43\|529213;2026-07-13\|37.40\|5.06\|35.10\|41.30\|35.10\|560488;2026-07-14\|37.06\|-0.91\|38.36\|39.95\|35.51\|467380;2026-07-15\|36.42\|-1.73\|37.01\|38.00\|33.56\|411623;2026-07-16\|30.98\|-14.94\|32.81\|34.40\|30.60\|389859;2026-07-17\|26.57\|-14.23\|29.18\|29.83\|26.50\|340226;2026-07-20\|24.41\|-8.13\|28.55\|28.92\|23.78\|361930;2026-07-21\|26.41\|8.19\|25.31\|26.61\|22.34\|380091;2026-07-22\|24.45\|-7.42\|25.58\|26.88\|24.18\|313121;2026-07-23\|22.96\|-6.09\|24.60\|24.95\|22.73\|251950;2026-07-24\|22.67\|-1.26\|22.64\|23.70\|22.03\|214489;2026-07-27\|23.05\|1.68\|22.20\|23.14\|21.20\|233652;2026-07-28\|21.08\|-8.55\|22.15\|22.88\|20.81\|215668;2026-07-29\|19.94\|-5.41\|20.98\|21.05\|19.24\|240857;2026-07-30\|18.18\|-8.83\|19.60\|20.13\|17.81\|233496;2026-07-31\|19.15\|5.34\|19.87\|21.15\|19.10\|297931;2026-08-03\|18.54\|-3.19\|19.25\|19.43\|18.31\|170133;2026-08-04\|19.88\|7.23\|18.91\|20.08\|18.60\|202815;2026-08-05\|21.21\|6.69\|19.93\|21.51\|19.92\|243953;2026-08-06\|21.92\|3.35\|20.78\|22.34\|20.70\|223848;2026-08-07\|22.67\|3.42\|21.95\|23.06\|21.35\|212688;2026-08-10\|22.37\|-1.32\|22.69\|22.83\|21.70\|167617;2026-08-11\|22.18\|-0.85\|22.02\|22.66\|21.68\|131343;2026-08-12\|22.60\|1.89\|22.15\|22.92\|22.14\|126622;2026-08-13\|22.16\|-1.95\|23.00\|23.25\|22.15\|146158;2026-08-14\|23.33\|5.28\|22.57\|23.49\|22.06\|158238;2026-08-17\|24.54\|5.19\|23.37\|24.86\|23.21\|282533;2026-08-18\|24.30\|-0.98\|24.52\|25.05\|23.65\|229845;2026-08-19\|21.83\|-10.16\|22.80\|23.35\|21.60\|206401;2026-08-20\|21.77\|-0.27\|22.27\|22.42\|21.50\|132664;2026-08-21\|22.04\|1.24\|21.56\|22.50\|21.14\|131404;2026-08-24\|21.50\|-2.45\|22.99\|23.26\|21.00\|152543;2026-08-25\|21.65\|0.70\|21.19\|21.83\|20.66\|109909;2026-08-26\|21.09\|-2.59\|21.75\|21.77\|20.63\|109064;2026-08-27\|22.19\|5.22\|21.19\|22.44\|21.06\|160027;2026-08-28\|21.38\|-3.65\|22.00\|22.44\|21.34\|127825;2026-08-31\|21.92\|2.53\|20.52\|22.00\|20.20\|121175;2026-09-01\|21.32\|-2.74\|21.92\|21.98\|21.00\|87070;2026-09-02\|20.85\|-2.20\|21.00\|21.19\|20.63\|81416;2026-09-03\|20.80\|-0.24\|21.00\|21.20\|20.41\|81113;2026-09-04\|20.06\|-3.56\|20.81\|21.25\|19.86\|103681;2026-09-07\|21.16\|5.48\|20.22\|21.40\|20.20\|149230;2026-09-08\|20.96\|-0.95\|21.30\|21.45\|20.77\|86064;2026-09-09\|20.65\|-1.48\|21.31\|21.33\|20.45\|88257;2026-09-10\|20.65\|0.00\|20.46\|21.11\|20.31\|88286;2026-09-11\|20.27\|-1.84\|20.48\|20.53\|19.60\|90456
117851	美团发布基于国产算力训练的万亿参数大模型	半导体设备+存储芯片+业绩大增行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年4月29日机构调研，公司战略重心全面聚焦半导体设备，转塔式测试分选机国内市占率领先，并已推出平移式分选机、探针台、固晶机等完整产品矩阵。 2、据2026年4月28日一季报，公司2026年一季度归母净利润2706.84万元，同比增长89.22%，已超过2025年全年净利润；据2026年4月29日机构调研，半导体设备业务收入占比升至41.61%，成为公司第一大主营业务。 3、据2026年4月17日年报，公司与北美知名存储厂商西部数据合作，为其HAMR技术产能落地配套提供高精度芯片贴合、AOI检测等设备，截至年报披露日在手订单约1472万元，并同步对接其东南亚工厂自动化升级项目。	公司已与北美存储客户建立直接合作，为其提供存储AOI检测设备、高精度芯片贴合设备、磁头测试产线自动化设备等多款产品，并成为该客户对应业务唯一合作供应商；一季度净利润同比增长89.22%	2026-05-08\|58.59\|1.40\|58.00\|59.85\|55.96\|97149;2026-05-11\|70.31\|20.00\|60.03\|70.31\|58.96\|111973;2026-05-12\|67.13\|-4.52\|71.57\|72.00\|66.00\|138249;2026-05-13\|68.11\|1.46\|65.02\|69.28\|64.60\|131314;2026-05-14\|66.10\|-2.95\|66.39\|70.02\|65.52\|94708;2026-05-15\|65.50\|-0.91\|66.35\|67.50\|63.12\|94355;2026-05-18\|69.82\|6.60\|65.81\|71.99\|65.00\|125001;2026-05-19\|74.35\|6.49\|68.02\|74.38\|66.06\|114483;2026-05-20\|76.16\|2.43\|73.27\|76.36\|72.57\|88596;2026-05-21\|68.94\|-9.29\|76.16\|79.58\|68.06\|107069;2026-05-22\|69.32\|0.55\|70.25\|70.55\|67.40\|87184;2026-05-25\|71.03\|2.47\|69.28\|71.62\|66.74\|85579;2026-05-26\|70.10\|-1.31\|70.28\|71.30\|68.30\|63223;2026-05-27\|68.45\|-2.35\|72.34\|73.50\|67.50\|53180;2026-05-28\|77.60\|13.37\|68.17\|78.96\|67.50\|92270;2026-05-29\|78.51\|1.17\|77.70\|84.60\|75.55\|95666;2026-06-01\|73.90\|-5.87\|78.51\|80.80\|73.51\|77594;2026-06-02\|73.88\|-0.03\|74.26\|75.72\|70.75\|69765;2026-06-03\|74.21\|0.45\|73.00\|76.67\|72.00\|64678;2026-06-04\|72.65\|-2.10\|72.50\|75.50\|71.21\|51593;2026-06-05\|69.12\|-4.86\|70.11\|72.44\|68.20\|60134;2026-06-08\|63.22\|-8.54\|64.21\|68.00\|62.30\|66521;2026-06-09\|65.76\|4.02\|64.90\|66.27\|63.27\|50361;2026-06-10\|67.28\|2.31\|64.10\|68.49\|64.10\|63029;2026-06-11\|67.28\|0.00\|66.83\|69.49\|66.24\|45751;2026-06-12\|67.00\|-0.42\|70.78\|73.89\|66.63\|68354;2026-06-15\|71.08\|6.09\|67.88\|71.44\|66.08\|49728;2026-06-16\|74.15\|4.32\|73.61\|74.89\|71.26\|54539;2026-06-17\|75.38\|1.66\|72.00\|76.12\|71.79\|64407;2026-06-18\|78.00\|3.48\|76.27\|78.88\|75.00\|57124;2026-06-22\|81.83\|4.91\|80.05\|84.42\|78.13\|90837;2026-06-23\|78.90\|-3.58\|80.43\|81.80\|75.60\|71981;2026-06-24\|81.66\|3.50\|78.30\|82.30\|76.16\|66033;2026-06-25\|78.88\|-3.40\|78.66\|82.60\|75.50\|88383;2026-06-26\|88.10\|11.69\|78.51\|89.98\|77.22\|95719;2026-06-29\|79.75\|-9.48\|87.10\|89.37\|75.00\|109760;2026-06-30\|95.70\|20.00\|79.45\|95.70\|79.45\|85825;2026-07-01\|90.47\|-5.46\|99.74\|103.00\|90.00\|134507;2026-07-02\|89.85\|-0.69\|84.18\|98.38\|83.82\|115373;2026-07-03\|82.40\|-8.29\|89.06\|90.99\|82.36\|85494;2026-07-06\|80.20\|-2.67\|83.05\|85.99\|78.00\|71565;2026-07-07\|80.06\|-0.17\|80.17\|81.67\|77.21\|52948;2026-07-08\|85.02\|6.20\|80.19\|91.60\|74.85\|108978;2026-07-09\|102.02\|20.00\|88.05\|102.02\|85.52\|120938;2026-07-10\|118.23\|15.89\|112.14\|122.42\|112.11\|203674;2026-07-13\|102.00\|-13.73\|117.99\|122.09\|100.15\|155169;2026-07-14\|106.50\|4.41\|104.55\|108.50\|96.47\|120182;2026-07-15\|98.59\|-7.43\|108.63\|112.89\|97.03\|91700;2026-07-16\|87.48\|-11.27\|94.72\|98.87\|86.35\|89314;2026-07-17\|76.60\|-12.44\|88.20\|89.00\|76.18\|83788;2026-07-20\|65.78\|-14.13\|80.43\|80.99\|64.17\|104006;2026-07-21\|78.94\|20.01\|67.62\|78.94\|57.18\|122711;2026-07-22\|81.86\|3.70\|80.60\|89.88\|80.00\|152041;2026-07-23\|77.00\|-5.94\|82.01\|83.00\|74.75\|89479;2026-07-24\|77.60\|0.78\|76.30\|81.37\|74.00\|97279;2026-07-27\|77.45\|-0.19\|75.37\|79.85\|73.72\|80305;2026-07-28\|69.17\|-10.69\|73.66\|77.82\|68.24\|91748;2026-07-29\|66.50\|-3.86\|69.05\|71.30\|63.18\|95953;2026-07-30\|60.00\|-9.77\|65.99\|68.00\|59.24\|107189;2026-07-31\|62.40\|4.00\|68.02\|70.87\|62.13\|117349;2026-08-03\|57.38\|-8.04\|61.67\|62.40\|57.00\|98422;2026-08-04\|65.85\|14.76\|58.66\|66.84\|58.66\|98719;2026-08-05\|70.48\|7.03\|64.81\|72.38\|64.76\|99274;2026-08-06\|73.89\|4.84\|68.25\|74.38\|68.25\|88952;2026-08-07\|76.95\|4.14\|73.00\|77.65\|72.98\|79032;2026-08-10\|78.47\|1.98\|77.30\|80.09\|74.00\|94779;2026-08-11\|77.01\|-1.86\|77.52\|79.22\|74.60\|68172;2026-08-12\|81.78\|6.19\|78.00\|85.98\|77.50\|88950;2026-08-13\|78.95\|-3.46\|84.00\|84.17\|78.95\|73221;2026-08-14\|82.92\|5.03\|81.25\|85.00\|80.00\|72773;2026-08-17\|84.09\|1.41\|84.78\|84.78\|81.12\|79321;2026-08-18\|85.00\|1.08\|86.00\|87.20\|83.10\|77175;2026-08-19\|74.37\|-12.51\|81.02\|83.00\|74.15\|89945;2026-08-20\|75.97\|2.15\|77.40\|79.33\|73.86\|64350;2026-08-21\|91.16\|19.99\|76.03\|91.16\|76.01\|127822;2026-08-24\|89.10\|-2.26\|92.00\|94.00\|86.10\|115151;2026-08-25\|88.54\|-0.63\|88.66\|91.29\|83.34\|92023;2026-08-26\|86.98\|-1.76\|89.46\|90.44\|82.50\|85243;2026-08-27\|88.28\|1.49\|87.30\|89.89\|86.02\|102590;2026-08-28\|82.40\|-6.66\|86.50\|88.27\|82.01\|85546;2026-08-31\|85.99\|4.36\|79.95\|86.50\|79.71\|66137;2026-09-01\|80.60\|-6.27\|85.00\|85.98\|80.10\|59573;2026-09-02\|79.68\|-1.14\|79.01\|81.28\|78.60\|45070;2026-09-03\|79.43\|-0.31\|82.94\|83.95\|76.97\|56077;2026-09-04\|75.40\|-5.07\|80.98\|81.00\|74.60\|61554;2026-09-07\|79.75\|5.77\|77.98\|81.66\|76.88\|77969;2026-09-08\|79.40\|-0.44\|79.59\|82.19\|77.08\|60287;2026-09-09\|79.10\|-0.38\|80.14\|81.56\|77.91\|43464;2026-09-10\|79.50\|0.51\|78.39\|80.50\|77.26\|37845;2026-09-11\|76.93\|-3.23\|77.56\|78.45\|74.00\|55182
117850	美团发布基于国产算力训练的万亿参数大模型	光刻胶+半导体清洗+季铵化合物行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2025年5月13日互动易，公司开发的光刻胶显影液产品已实现批量生产；今日光刻胶板块短线拉升，市场关注公司在该领域的业务布局。 2、据2025年6月13日互动易，公司四乙基氢氧化铵在半导体清洗领域已实现市场化应用。 3、据2026年5月21日投资者关系活动记录表，公司主营季铵盐、季铵碱、季鏻盐、冠醚等催化新材料，为国家级专精特新“小巨人”企业，产品应用于电子化学品等领域。	1、公司四乙基氢氧化铵在半导体清洗领域已实现市场化应用； 2、公司正在从事的主要研发项目包含环氧丙烷类催化剂的工艺开发，光刻胶显影液、刻蚀液已实现批量生产，四乙基氢氧化铵已在半导体清洗领域实现市场化应用	2026-05-08\|43.16\|3.38\|41.69\|44.61\|41.22\|40467;2026-05-11\|44.55\|3.22\|44.59\|46.28\|43.96\|44397;2026-05-12\|44.42\|-0.29\|44.35\|45.55\|43.05\|35788;2026-05-13\|48.86\|10.00\|44.29\|48.86\|43.88\|47772;2026-05-14\|52.38\|7.20\|50.62\|53.75\|50.62\|81528;2026-05-15\|53.29\|1.74\|52.89\|55.00\|51.98\|65451;2026-05-18\|53.28\|-0.02\|52.50\|55.86\|51.00\|48358;2026-05-19\|55.96\|5.03\|53.18\|56.67\|52.31\|51329;2026-05-20\|55.31\|-1.16\|55.24\|56.49\|54.00\|52975;2026-05-21\|51.99\|-6.00\|54.45\|56.53\|51.49\|39790;2026-05-22\|55.22\|6.21\|52.18\|55.60\|51.33\|39211;2026-05-25\|54.15\|-1.94\|55.63\|56.00\|52.76\|33882;2026-05-26\|52.30\|-3.42\|53.63\|53.96\|51.81\|25006;2026-05-27\|51.24\|-2.03\|52.00\|55.00\|50.83\|31587;2026-05-28\|51.32\|0.16\|51.00\|51.67\|48.83\|29622;2026-05-29\|47.57\|-7.31\|51.01\|51.46\|46.60\|25312;2026-06-01\|46.80\|-1.62\|46.76\|48.96\|46.76\|18313;2026-06-02\|47.49\|1.47\|46.80\|47.70\|44.86\|19648;2026-06-03\|52.24\|10.00\|47.81\|52.24\|47.81\|9746;2026-06-04\|55.86\|6.93\|53.07\|57.46\|51.80\|84184;2026-06-05\|52.18\|-6.59\|55.00\|55.00\|51.80\|44274;2026-06-08\|48.20\|-7.63\|47.94\|51.00\|47.70\|26946;2026-06-09\|49.31\|2.30\|49.11\|49.90\|48.38\|26103;2026-06-10\|49.90\|1.20\|48.82\|50.25\|48.20\|25302;2026-06-11\|52.58\|5.37\|50.14\|54.89\|48.31\|58056;2026-06-12\|57.84\|10.00\|53.90\|57.84\|52.90\|100784;2026-06-15\|56.20\|-2.84\|58.00\|58.51\|53.33\|94622;2026-06-16\|53.01\|-5.68\|56.00\|56.00\|52.66\|78785;2026-06-17\|51.44\|-2.96\|51.91\|52.59\|50.20\|63547;2026-06-18\|50.41\|-2.00\|51.07\|51.07\|49.23\|41051;2026-06-22\|49.97\|-0.87\|50.82\|51.08\|48.43\|43454;2026-06-23\|52.97\|6.00\|49.00\|53.72\|48.70\|67856;2026-06-24\|49.44\|-6.66\|52.08\|54.40\|49.22\|59567;2026-06-25\|50.12\|1.38\|49.49\|51.50\|47.40\|50613;2026-06-26\|51.18\|2.11\|49.50\|51.50\|46.88\|57067;2026-06-29\|48.50\|-5.24\|51.55\|53.00\|48.08\|49318;2026-06-30\|53.35\|10.00\|47.50\|53.35\|47.11\|41333;2026-07-01\|58.69\|10.01\|55.50\|58.69\|54.10\|66624;2026-07-02\|60.37\|2.86\|57.46\|63.50\|55.50\|116218;2026-07-03\|57.27\|-5.13\|60.13\|61.72\|56.78\|70423;2026-07-06\|56.12\|-2.01\|57.98\|58.96\|54.10\|61209;2026-07-07\|55.24\|-1.57\|55.00\|57.70\|54.29\|47895;2026-07-08\|50.50\|-8.58\|54.11\|55.00\|50.00\|47757;2026-07-09\|51.87\|2.71\|51.74\|52.88\|49.16\|34011;2026-07-10\|50.08\|-3.45\|52.32\|54.16\|50.07\|35467;2026-07-13\|55.09\|10.00\|49.00\|55.09\|49.00\|28146;2026-07-14\|52.85\|-4.07\|55.55\|56.00\|51.04\|60587;2026-07-15\|50.60\|-4.26\|52.85\|53.20\|49.40\|43027;2026-07-16\|51.51\|1.80\|49.59\|55.50\|47.40\|73293;2026-07-17\|54.81\|6.41\|50.99\|56.66\|49.51\|92338;2026-07-20\|49.33\|-10.00\|55.01\|56.44\|49.33\|79206;2026-07-21\|44.40\|-9.99\|44.40\|47.03\|44.40\|65941;2026-07-22\|47.17\|6.24\|42.96\|48.84\|42.66\|83650;2026-07-23\|48.17\|2.12\|46.50\|50.22\|46.04\|61201;2026-07-24\|44.73\|-7.14\|47.05\|47.75\|44.66\|36267;2026-07-27\|45.94\|2.71\|44.75\|47.20\|43.50\|30822;2026-07-28\|44.00\|-4.22\|45.00\|47.50\|43.54\|38870;2026-07-29\|42.00\|-4.55\|43.60\|43.95\|39.70\|50659;2026-07-30\|40.66\|-3.19\|41.80\|41.97\|40.55\|29799;2026-07-31\|44.73\|10.01\|43.00\|44.73\|42.00\|24168;2026-08-03\|44.48\|-0.56\|44.43\|45.50\|43.50\|40691;2026-08-04\|44.79\|0.70\|44.55\|45.80\|44.06\|32965;2026-08-05\|47.59\|6.25\|44.59\|48.27\|44.16\|41457;2026-08-06\|48.35\|1.60\|46.50\|48.80\|46.50\|29085;2026-08-07\|48.39\|0.08\|47.95\|48.97\|46.48\|26767;2026-08-10\|48.06\|-0.68\|47.61\|48.69\|47.34\|16802;2026-08-11\|47.41\|-1.35\|47.79\|48.07\|47.04\|14803;2026-08-12\|48.10\|1.46\|47.46\|48.75\|47.17\|16146;2026-08-13\|47.35\|-1.56\|48.50\|49.00\|47.30\|22034;2026-08-14\|47.43\|0.17\|47.80\|47.98\|46.72\|15020;2026-08-17\|50.29\|6.03\|47.57\|50.38\|47.57\|30082;2026-08-18\|51.15\|1.71\|49.99\|51.37\|49.70\|23177;2026-08-19\|48.70\|-4.79\|50.40\|50.76\|48.61\|21813;2026-08-20\|47.65\|-2.16\|49.51\|49.51\|47.51\|18277;2026-08-21\|48.22\|1.20\|47.67\|48.70\|46.33\|14468;2026-08-24\|47.20\|-2.12\|48.15\|48.43\|46.08\|13805;2026-08-25\|46.00\|-2.54\|46.75\|46.75\|44.80\|12472;2026-08-26\|45.79\|-0.46\|46.00\|46.20\|45.10\|11633;2026-08-27\|46.11\|0.70\|45.23\|46.94\|45.23\|14333;2026-08-28\|45.86\|-0.54\|46.08\|46.64\|45.66\|14406;2026-08-31\|46.99\|2.46\|45.06\|47.20\|45.05\|18365;2026-09-01\|45.87\|-2.38\|46.61\|46.95\|45.27\|15207;2026-09-02\|45.93\|0.13\|45.49\|46.32\|45.32\|10536;2026-09-03\|45.70\|-0.50\|46.00\|46.38\|44.90\|11938;2026-09-04\|45.72\|0.04\|45.70\|46.79\|45.28\|12725;2026-09-07\|48.38\|5.82\|45.80\|48.81\|45.70\|31954;2026-09-08\|50.50\|4.38\|48.38\|51.05\|47.80\|39662;2026-09-09\|52.70\|4.36\|50.50\|53.34\|50.50\|38325;2026-09-10\|49.29\|-6.47\|52.63\|52.63\|49.12\|33696;2026-09-11\|49.21\|-0.16\|50.02\|50.24\|47.95\|29369
117849	美团发布基于国产算力训练的万亿参数大模型	显示驱动芯片+5000万像素CIS+CMOS图像传感器行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年4月30日一季度报告及2026年5月6日投资者关系活动记录表，公司2026年一季度营收18.81亿元，同比增长23.40%，归母净利润141.01万元，同比实现扭亏为盈，主要系5,000万像素单芯片产品扩大市场份额，带动销售额及毛利成长，1,300万像素及以上收入超6亿元，较去年同期大幅成长。 2、据2025年年度报告，公司主营CMOS图像传感器芯片和显示驱动芯片，凭借高像素CIS的3层金属设计等技术实现国际领先的产品性价比，并独创COM封装等特色方案。	全球领先的图像传感器及显示驱动芯片设计企业	2026-05-08\|14.50\|2.84\|14.00\|14.67\|13.93\|336958;2026-05-11\|14.68\|1.24\|14.55\|14.85\|14.47\|288053;2026-05-12\|14.56\|-0.82\|14.68\|14.78\|14.38\|226395;2026-05-13\|14.62\|0.41\|14.43\|14.68\|14.27\|286417;2026-05-14\|14.50\|-0.82\|14.65\|14.70\|14.30\|291990;2026-05-15\|14.55\|0.34\|14.51\|15.00\|14.23\|384797;2026-05-18\|14.51\|-0.27\|14.50\|14.75\|14.21\|262701;2026-05-19\|14.96\|3.10\|14.40\|14.99\|14.28\|288012;2026-05-20\|15.39\|2.87\|15.00\|15.55\|14.91\|430506;2026-05-21\|14.57\|-5.33\|15.57\|15.68\|14.50\|447114;2026-05-22\|14.97\|2.75\|14.69\|15.06\|14.45\|335929;2026-05-25\|15.38\|2.74\|14.90\|15.45\|14.65\|362907;2026-05-26\|15.21\|-1.11\|15.56\|15.78\|14.85\|365880;2026-05-27\|15.22\|0.07\|15.09\|15.79\|15.05\|419604;2026-05-28\|15.43\|1.38\|15.10\|15.49\|14.75\|400343;2026-05-29\|14.49\|-6.09\|15.60\|15.96\|14.36\|637810;2026-06-01\|13.88\|-4.21\|14.33\|14.68\|13.85\|392317;2026-06-02\|13.61\|-1.95\|13.88\|14.07\|13.60\|296704;2026-06-03\|13.67\|0.44\|13.62\|14.16\|13.53\|303097;2026-06-04\|13.88\|1.54\|13.51\|14.54\|13.36\|314173;2026-06-05\|13.80\|-0.58\|13.73\|14.20\|13.23\|289280;2026-06-08\|13.08\|-5.22\|13.37\|13.65\|12.92\|297125;2026-06-09\|13.58\|3.82\|13.28\|13.60\|12.99\|278815;2026-06-10\|13.32\|-1.91\|13.40\|13.85\|13.08\|262198;2026-06-11\|13.27\|-0.38\|13.24\|13.50\|12.95\|262601;2026-06-12\|13.29\|0.15\|13.46\|13.93\|13.08\|435319;2026-06-15\|13.96\|5.04\|13.27\|13.98\|13.23\|348311;2026-06-16\|14.07\|0.79\|13.93\|14.13\|13.77\|254959;2026-06-17\|14.52\|3.20\|13.98\|14.66\|13.86\|312146;2026-06-18\|14.37\|-1.03\|14.42\|14.61\|14.28\|279700;2026-06-22\|14.11\|-1.81\|14.39\|14.50\|13.72\|339678;2026-06-23\|14.40\|2.06\|13.97\|14.93\|13.77\|408086;2026-06-24\|15.70\|9.03\|15.11\|16.35\|15.11\|787585;2026-06-25\|15.65\|-0.32\|15.73\|15.80\|15.24\|517866;2026-06-26\|15.50\|-0.96\|15.42\|15.97\|14.80\|512637;2026-06-29\|17.53\|13.10\|15.85\|17.86\|15.51\|1010528;2026-06-30\|21.04\|20.02\|18.06\|21.04\|17.89\|868276;2026-07-01\|25.25\|20.01\|22.50\|25.25\|22.49\|1758041;2026-07-02\|24.46\|-3.13\|24.00\|25.89\|23.58\|1258820;2026-07-03\|23.17\|-5.27\|24.52\|24.68\|22.95\|853358;2026-07-06\|21.50\|-7.21\|23.58\|23.70\|21.11\|737172;2026-07-07\|22.16\|3.07\|21.41\|23.88\|20.34\|741325;2026-07-08\|22.54\|1.71\|22.43\|23.40\|21.91\|715836;2026-07-09\|24.14\|7.10\|22.21\|24.17\|22.03\|918550;2026-07-10\|21.75\|-9.90\|23.62\|24.32\|21.62\|806857;2026-07-13\|19.98\|-8.14\|21.33\|21.98\|19.77\|717974;2026-07-14\|19.15\|-4.15\|19.88\|20.23\|18.30\|572087;2026-07-15\|17.99\|-6.06\|19.15\|19.50\|17.73\|498344;2026-07-16\|16.79\|-6.67\|17.69\|18.23\|16.62\|559714;2026-07-17\|15.32\|-8.76\|16.77\|16.79\|15.02\|551514;2026-07-20\|14.08\|-8.09\|15.54\|15.74\|13.43\|738392;2026-07-21\|16.90\|20.03\|14.09\|16.90\|14.04\|762985;2026-07-22\|17.55\|3.85\|16.90\|18.50\|16.90\|1115126;2026-07-23\|16.65\|-5.13\|17.72\|17.74\|16.45\|537474;2026-07-24\|16.40\|-1.50\|16.41\|16.82\|16.21\|438086;2026-07-27\|16.55\|0.91\|16.65\|16.98\|15.58\|445575;2026-07-28\|15.44\|-6.71\|16.31\|16.45\|15.28\|487501;2026-07-29\|15.88\|2.85\|15.41\|16.00\|14.86\|530675;2026-07-30\|14.64\|-7.81\|15.72\|15.79\|14.47\|495402;2026-07-31\|14.92\|1.91\|15.89\|16.03\|14.86\|523407;2026-08-03\|14.38\|-3.62\|14.75\|14.88\|14.30\|366354;2026-08-04\|14.96\|4.03\|14.56\|15.19\|14.41\|347920;2026-08-05\|15.65\|4.61\|14.89\|15.84\|14.85\|455994;2026-08-06\|15.85\|1.28\|15.49\|16.08\|15.40\|551648;2026-08-07\|16.39\|3.41\|15.72\|16.42\|15.56\|498340;2026-08-10\|16.19\|-1.22\|16.30\|16.39\|15.77\|365636;2026-08-11\|16.24\|0.31\|16.00\|16.52\|15.90\|329584;2026-08-12\|16.15\|-0.55\|16.28\|16.34\|15.96\|309820;2026-08-13\|15.83\|-1.98\|16.25\|16.43\|15.80\|369834;2026-08-14\|16.18\|2.21\|15.95\|16.26\|15.85\|269331;2026-08-17\|17.15\|6.00\|16.20\|17.33\|16.02\|460305;2026-08-18\|17.11\|-0.23\|17.03\|17.25\|16.52\|482184;2026-08-19\|15.91\|-7.01\|16.62\|17.09\|15.87\|426476;2026-08-20\|15.99\|0.50\|16.18\|16.34\|15.82\|240956;2026-08-21\|15.85\|-0.88\|15.88\|16.18\|15.65\|231196;2026-08-24\|15.28\|-3.60\|15.70\|15.85\|14.97\|259449;2026-08-25\|15.26\|-0.13\|15.03\|15.33\|14.66\|194323;2026-08-26\|15.10\|-1.05\|15.22\|15.37\|14.99\|160350;2026-08-27\|15.66\|3.71\|15.19\|15.74\|15.12\|226205;2026-08-28\|14.93\|-4.66\|15.28\|15.46\|14.86\|347482;2026-08-31\|15.16\|1.54\|14.68\|15.17\|14.55\|230342;2026-09-01\|14.81\|-2.31\|15.15\|15.16\|14.77\|206531;2026-09-02\|14.52\|-1.96\|14.68\|14.78\|14.48\|162364;2026-09-03\|14.60\|0.55\|14.63\|14.78\|14.40\|146836;2026-09-04\|14.30\|-2.05\|14.69\|14.84\|14.20\|206536;2026-09-07\|14.17\|-0.91\|14.42\|14.51\|14.05\|253907;2026-09-08\|14.09\|-0.56\|14.18\|14.32\|14.04\|167457;2026-09-09\|14.02\|-0.50\|14.15\|14.23\|13.97\|144840;2026-09-10\|14.01\|-0.07\|13.93\|14.16\|13.81\|138555;2026-09-11\|13.88\|-0.93\|13.86\|13.92\|13.48\|219707
117848	美团发布基于国产算力训练的万亿参数大模型	光刻胶原料+风电+券商看好+一季报增长 1、据2026年6月15日互动易，公司高分子特种单体“对叔丁基苯乙烯TBS”可应用于高端光刻胶，现处于送样验证阶段，该产品填补国内空白；此外，2-乙烯基萘亦为光刻胶用原料，正有序推进验证相关工作。 2、据招股说明书及2026年6月12日审核问询函回复，公司主营高分子新材料特种单体，其中甲基苯乙烯主要用于风电电机绝缘系统处理，该领域需求具有刚性。 3、据2026年6月14日东方证券研报，首次覆盖给予“买入”评级，预测公司2026-2028年EPS为0.56、1.16和1.60元，认为产能扩张与技术升级将驱动业绩高速增长。 4、据2026年4月25日公告，公司2026年一季度实现营收3.89亿元，同比增长57.93%；归母净利润8130.15万元，同比增长129.78%。	公司高分子特种单体“对叔丁基苯乙烯TBS”可应用于高端光刻胶，现处于送样验证阶段	2026-05-08\|23.74\|1.98\|23.00\|23.94\|23.00\|84332;2026-05-11\|24.08\|1.43\|23.50\|24.10\|23.15\|76536;2026-05-12\|23.99\|-0.37\|24.08\|24.28\|23.61\|57699;2026-05-13\|24.30\|1.29\|23.79\|24.43\|23.47\|62440;2026-05-14\|24.80\|2.06\|24.50\|26.50\|24.50\|92352;2026-05-15\|25.53\|2.94\|25.10\|25.98\|25.01\|98512;2026-05-18\|27.03\|5.88\|25.07\|27.03\|24.68\|124224;2026-05-19\|28.14\|4.11\|26.49\|28.28\|25.70\|173245;2026-05-20\|28.18\|0.14\|27.17\|29.20\|26.84\|154275;2026-05-21\|25.97\|-7.84\|28.01\|28.66\|25.75\|168857;2026-05-22\|26.39\|1.62\|26.49\|26.96\|25.80\|120028;2026-05-25\|26.93\|2.05\|26.38\|27.59\|26.37\|106893;2026-05-26\|25.84\|-4.05\|26.67\|26.99\|25.22\|118376;2026-05-27\|25.16\|-2.63\|25.67\|26.60\|24.84\|76915;2026-05-28\|25.21\|0.36\|25.02\|25.82\|24.96\|55512;2026-05-29\|24.18\|-4.09\|25.28\|25.40\|24.00\|98906;2026-06-01\|24.23\|0.21\|23.80\|24.74\|23.80\|73656;2026-06-02\|23.86\|-1.53\|24.11\|24.23\|23.22\|51308;2026-06-03\|24.28\|1.76\|23.90\|24.70\|23.87\|51989;2026-06-04\|24.25\|-0.12\|24.03\|24.65\|23.94\|44837;2026-06-05\|24.30\|0.21\|24.04\|24.86\|23.52\|51828;2026-06-08\|23.26\|-4.28\|23.89\|23.90\|23.00\|61199;2026-06-09\|23.68\|1.81\|23.30\|23.91\|23.30\|48371;2026-06-10\|24.83\|4.86\|23.60\|25.23\|23.37\|90691;2026-06-11\|24.45\|-1.53\|24.47\|25.05\|24.05\|59724;2026-06-12\|24.21\|-0.98\|24.76\|25.27\|24.01\|65412;2026-06-15\|25.80\|6.57\|24.40\|25.80\|24.22\|108663;2026-06-16\|28.38\|10.00\|26.11\|28.38\|25.81\|106529;2026-06-17\|28.40\|0.07\|28.10\|28.48\|26.91\|122801;2026-06-18\|28.72\|1.13\|28.26\|28.98\|28.00\|81670;2026-06-22\|29.72\|3.48\|28.75\|30.50\|28.75\|98818;2026-06-23\|30.80\|3.63\|30.35\|31.69\|29.51\|132937;2026-06-24\|30.58\|-0.71\|29.90\|30.72\|28.82\|113314;2026-06-25\|30.72\|0.46\|31.15\|31.19\|29.35\|95314;2026-06-26\|30.83\|0.36\|30.50\|32.20\|30.40\|118650;2026-06-29\|29.76\|-3.47\|30.90\|31.30\|28.82\|118693;2026-06-30\|32.74\|10.01\|29.74\|32.74\|29.71\|56888;2026-07-01\|31.61\|-3.45\|34.00\|34.00\|31.30\|165080;2026-07-02\|31.36\|-0.79\|30.50\|32.70\|30.01\|112254;2026-07-03\|28.87\|-7.94\|30.24\|31.40\|28.87\|117068;2026-07-06\|29.02\|0.52\|29.19\|29.80\|28.20\|83780;2026-07-07\|28.18\|-2.89\|29.00\|29.00\|27.78\|56536;2026-07-08\|27.46\|-2.56\|28.34\|28.56\|26.78\|61586;2026-07-09\|28.20\|2.69\|27.69\|28.22\|27.07\|53180;2026-07-10\|26.80\|-4.96\|28.07\|28.90\|26.80\|81915;2026-07-13\|24.29\|-9.37\|26.40\|27.12\|24.12\|80711;2026-07-14\|24.40\|0.45\|24.26\|24.55\|23.00\|82998;2026-07-15\|23.84\|-2.30\|24.61\|24.98\|23.65\|47800;2026-07-16\|22.34\|-6.29\|23.51\|23.96\|22.26\|60725;2026-07-17\|20.91\|-6.40\|22.30\|22.70\|20.79\|61887;2026-07-20\|19.59\|-6.31\|21.33\|21.69\|19.20\|88532;2026-07-21\|20.80\|6.18\|19.69\|20.80\|18.31\|91445;2026-07-22\|20.45\|-1.68\|20.52\|21.02\|20.22\|56594;2026-07-23\|21.04\|2.89\|20.50\|21.36\|20.31\|57880;2026-07-24\|20.66\|-1.81\|20.85\|21.25\|20.28\|39602;2026-07-27\|21.08\|2.03\|20.08\|21.70\|20.08\|46122;2026-07-28\|20.46\|-2.94\|21.18\|21.88\|20.38\|47403;2026-07-29\|20.21\|-1.22\|20.48\|20.71\|19.68\|51647;2026-07-30\|19.45\|-3.76\|19.80\|20.43\|19.42\|44061;2026-07-31\|19.86\|2.11\|20.40\|20.69\|19.81\|47464;2026-08-03\|19.83\|-0.15\|19.87\|20.07\|19.65\|43226;2026-08-04\|20.55\|3.63\|19.90\|20.70\|19.76\|44865;2026-08-05\|22.61\|10.02\|20.56\|22.61\|20.46\|64523;2026-08-06\|23.00\|1.72\|22.59\|23.18\|22.21\|91064;2026-08-07\|23.53\|2.30\|22.89\|23.73\|22.60\|61484;2026-08-10\|23.56\|0.13\|23.43\|23.77\|23.13\|41221;2026-08-11\|23.45\|-0.47\|23.45\|23.78\|23.14\|33676;2026-08-12\|23.87\|1.79\|23.46\|24.31\|23.46\|44297;2026-08-13\|23.76\|-0.46\|23.97\|24.65\|23.68\|46591;2026-08-14\|24.19\|1.81\|23.62\|24.35\|23.62\|34733;2026-08-17\|24.84\|2.69\|24.40\|24.95\|24.01\|36278;2026-08-18\|24.69\|-0.60\|24.78\|25.18\|24.22\|44575;2026-08-19\|22.71\|-8.02\|24.00\|24.68\|22.56\|83284;2026-08-20\|22.80\|0.40\|23.16\|23.45\|22.50\|59678;2026-08-21\|23.02\|0.96\|22.77\|23.06\|22.31\|27908;2026-08-24\|23.01\|-0.04\|23.00\|23.18\|22.53\|37849;2026-08-25\|22.80\|-0.91\|22.77\|22.99\|22.12\|36197;2026-08-26\|22.66\|-0.61\|22.82\|22.97\|22.26\|32014;2026-08-27\|23.12\|2.03\|22.75\|23.21\|22.50\|41581;2026-08-28\|23.23\|0.48\|23.11\|23.63\|23.02\|37488;2026-08-31\|23.37\|0.60\|23.11\|23.46\|22.90\|34043;2026-09-01\|23.08\|-1.24\|23.50\|23.50\|22.93\|32137;2026-09-02\|22.81\|-1.17\|22.88\|23.05\|22.60\|24022;2026-09-03\|22.95\|0.61\|22.94\|23.14\|22.68\|19768;2026-09-04\|22.80\|-0.65\|23.48\|23.87\|22.54\|49554;2026-09-07\|22.78\|-0.09\|22.85\|23.05\|22.60\|30918;2026-09-08\|22.81\|0.13\|22.80\|22.97\|22.58\|28501;2026-09-09\|23.43\|2.72\|22.82\|23.58\|22.71\|48845;2026-09-10\|23.07\|-1.54\|23.21\|23.35\|23.02\|28942;2026-09-11\|22.55\|-2.25\|22.88\|22.88\|22.08\|40470

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