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
117912	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：AI服务器电源模块升级拉动高压MOSFET、IGBT需求，公司功率器件同步用于存储模组供电系统；涨停缘由：上半年存储涨价仍将持续，公司功率器件已导入多家服务器电源厂商及内存模组厂，2025年车规与工控订单占比提升至42%；资金逻辑：权重股中资金稳定性较强，4月8日涨停获主力资金净流入超8000万元，半导体ETF持仓同步加仓；风险提示：功率器件价格承压，海外大厂降价竞争加剧，且公司产能利用率阶段性承压	公司为国内领先的功率器件IDM企业	2026-03-03\|52.36\|-5.44\|55.44\|55.76\|52.25\|183246;2026-03-04\|51.20\|-2.22\|51.99\|52.78\|50.96\|127174;2026-03-05\|51.15\|-0.10\|52.17\|52.46\|50.98\|136315;2026-03-06\|51.15\|0.00\|50.99\|51.83\|50.75\|137204;2026-03-09\|49.56\|-3.11\|49.98\|49.98\|48.35\|188269;2026-03-10\|51.36\|3.63\|50.47\|51.70\|50.31\|167228;2026-03-11\|51.48\|0.23\|51.36\|52.49\|51.15\|154359;2026-03-12\|51.10\|-0.74\|51.25\|52.43\|50.70\|137979;2026-03-13\|49.80\|-2.54\|50.49\|51.10\|49.24\|184140;2026-03-16\|49.99\|0.38\|49.70\|50.25\|48.94\|160408;2026-03-17\|48.80\|-2.38\|50.50\|50.50\|48.70\|107018;2026-03-18\|49.10\|0.61\|49.02\|49.20\|48.12\|140155;2026-03-19\|47.72\|-2.81\|48.26\|48.50\|47.52\|132526;2026-03-20\|47.14\|-1.22\|47.90\|48.35\|47.14\|111806;2026-03-23\|44.88\|-4.79\|46.35\|46.81\|44.62\|185755;2026-03-24\|45.51\|1.40\|45.45\|45.54\|44.31\|131732;2026-03-25\|46.29\|1.71\|45.87\|46.43\|45.70\|112854;2026-03-26\|45.32\|-2.10\|45.99\|46.36\|44.96\|86937;2026-03-27\|45.70\|0.84\|44.72\|45.99\|44.55\|77738;2026-03-30\|45.29\|-0.90\|45.00\|45.59\|44.70\|94169;2026-03-31\|44.54\|-1.66\|45.18\|46.16\|44.50\|108970;2026-04-01\|45.72\|2.65\|45.58\|45.93\|45.30\|99122;2026-04-02\|44.43\|-2.82\|45.45\|45.60\|44.10\|101420;2026-04-03\|43.80\|-1.42\|44.50\|44.88\|43.71\|77124;2026-04-07\|44.39\|1.35\|43.98\|44.94\|43.98\|80224;2026-04-08\|50.15\|12.98\|45.73\|51.27\|45.73\|471121;2026-04-09\|49.53\|-1.24\|49.40\|51.51\|48.60\|293736;2026-04-10\|49.15\|-0.77\|50.00\|50.51\|48.96\|209528;2026-04-13\|48.66\|-1.00\|48.65\|49.37\|48.40\|148383;2026-04-14\|49.07\|0.84\|49.28\|49.53\|48.52\|175604;2026-04-15\|48.30\|-1.57\|49.37\|49.84\|48.09\|195606;2026-04-16\|49.08\|1.61\|48.36\|49.20\|48.21\|136583;2026-04-17\|49.25\|0.35\|49.10\|49.70\|48.34\|161703;2026-04-20\|51.65\|4.87\|49.52\|52.26\|49.28\|328503;2026-04-21\|51.59\|-0.12\|52.00\|52.60\|50.95\|230182;2026-04-22\|51.61\|0.04\|51.33\|51.97\|50.89\|159933;2026-04-23\|52.69\|2.09\|52.00\|53.77\|51.70\|285610;2026-04-24\|54.73\|3.87\|53.00\|56.20\|52.96\|371755;2026-04-27\|55.16\|0.79\|56.38\|56.96\|54.70\|414232;2026-04-28\|54.00\|-2.10\|54.98\|55.71\|53.51\|285343;2026-04-29\|55.56\|2.89\|53.50\|56.66\|52.50\|316006;2026-04-30\|56.65\|1.96\|55.50\|57.00\|55.11\|304929;2026-05-06\|56.71\|0.11\|58.00\|59.45\|56.40\|438059;2026-05-07\|57.03\|0.56\|56.70\|57.52\|55.79\|311386;2026-05-08\|58.14\|1.95\|56.22\|58.61\|55.38\|308638;2026-05-11\|59.70\|2.68\|59.05\|61.50\|58.39\|375742;2026-05-12\|60.91\|2.03\|59.50\|62.15\|58.22\|304524;2026-05-13\|64.15\|5.32\|59.30\|65.55\|58.79\|448873;2026-05-14\|63.08\|-1.67\|65.00\|65.68\|63.01\|366723;2026-05-15\|61.67\|-2.24\|63.38\|64.49\|60.69\|383089;2026-05-18\|62.06\|0.63\|61.02\|63.36\|60.38\|274874;2026-05-19\|64.18\|3.42\|61.24\|64.26\|60.00\|349960;2026-05-20\|65.61\|2.23\|64.00\|66.66\|63.26\|421161;2026-05-21\|59.80\|-8.86\|66.01\|66.92\|59.66\|508864;2026-05-22\|62.40\|4.35\|60.74\|62.88\|59.99\|353987;2026-05-25\|66.20\|6.09\|62.50\|67.16\|61.52\|447203;2026-05-26\|64.38\|-2.75\|65.54\|65.54\|62.13\|398204;2026-05-27\|65.98\|2.49\|64.82\|68.50\|64.50\|584048;2026-05-28\|69.80\|5.79\|64.49\|71.18\|63.00\|739489;2026-05-29\|64.09\|-8.18\|69.40\|69.74\|63.50\|565779;2026-06-01\|65.60\|2.36\|64.80\|68.77\|61.67\|559850;2026-06-02\|67.65\|3.12\|65.00\|71.41\|63.00\|568340;2026-06-03\|71.50\|5.69\|69.22\|74.50\|68.84\|628811;2026-06-04\|72.59\|1.52\|69.80\|74.30\|69.80\|366161;2026-06-05\|66.58\|-8.28\|71.01\|71.10\|65.99\|461088;2026-06-08\|62.58\|-6.01\|62.95\|66.37\|61.73\|381113;2026-06-09\|67.68\|8.15\|63.82\|68.28\|63.20\|354494;2026-06-10\|63.83\|-5.69\|65.83\|67.08\|62.18\|366073;2026-06-11\|63.03\|-1.25\|63.66\|65.48\|62.14\|272924;2026-06-12\|60.80\|-3.54\|65.50\|66.93\|60.53\|465115;2026-06-15\|68.85\|13.24\|62.00\|68.95\|61.30\|456158;2026-06-16\|71.75\|4.21\|69.00\|73.65\|68.41\|473530;2026-06-17\|73.78\|2.83\|70.94\|73.93\|69.68\|366670;2026-06-18\|73.59\|-0.26\|73.00\|75.20\|72.01\|386301;2026-06-22\|78.20\|6.26\|76.02\|80.83\|75.60\|510299;2026-06-23\|80.80\|3.32\|77.95\|84.32\|76.68\|593356;2026-06-24\|84.66\|4.78\|79.97\|86.78\|79.20\|543816;2026-06-25\|84.72\|0.13\|84.23\|85.39\|81.45\|436517;2026-06-26\|84.72\|0.00\|83.50\|88.85\|82.00\|449222;2026-06-29\|92.47\|9.15\|87.99\|96.50\|87.75\|523670;2026-06-30\|97.55\|5.49\|93.10\|99.00\|89.19\|455886;2026-07-01\|93.45\|-4.20\|99.35\|101.99\|91.49\|464908;2026-07-02\|87.38\|-6.50\|88.25\|93.06\|80.23\|412699;2026-07-03\|83.60\|-4.33\|88.17\|90.50\|83.30\|407141;2026-07-06\|86.03\|2.91\|85.00\|88.33\|81.92\|388431;2026-07-07\|87.30\|1.48\|85.00\|89.00\|83.10\|293152;2026-07-08\|85.00\|-2.63\|88.00\|89.20\|80.88\|286610;2026-07-09\|92.70\|9.06\|86.81\|92.85\|85.30\|348133;2026-07-10\|79.10\|-14.67\|92.90\|94.60\|78.98\|59051334
117911	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：模拟芯片龙头业绩持续修复，信号链与电源管理芯片订单饱满，AI服务器电源模块升级催生高压高精度DC/DC芯片需求，国产替代进程加速；涨停缘由：公司深耕模拟芯片领域，产品覆盖运算放大器、数据转换器、DC/DC转换器等5200余款型号；AI服务器对多相VRM、高精度电压监控芯片需求激增；2026年Q1国产模拟芯片市占率达28.5%，同比提升6.2个百分点；资金逻辑：涨停当日主力资金净流入2.6亿元，北向资金单日增持超1200万股，融资余额周增幅达15.8%，显示产业与金融资本双重认可；风险提示：模拟芯片行业周期性较强，消费电子复苏力度尚待验证；公司存货周转天数升至186天，库存压力增大；境外收入占比达63%，地缘政治扰动风险未消除	模拟芯片龙头，深耕信号链与电源管理芯片两大核心领域，产品覆盖运算放大器、数据转换器、DC/DC转换器等32大类5200余款型号	2026-03-03\|62.70\|-6.97\|67.44\|67.99\|62.66\|246628;2026-03-04\|62.48\|-0.35\|62.09\|63.75\|62.05\|103414;2026-03-05\|62.60\|0.19\|63.68\|63.75\|62.25\|104738;2026-03-06\|65.75\|5.03\|62.00\|66.00\|61.98\|185746;2026-03-09\|64.51\|-1.89\|64.00\|64.81\|62.95\|137397;2026-03-10\|73.10\|13.32\|66.25\|73.50\|66.00\|513117;2026-03-11\|76.72\|4.95\|75.10\|76.86\|73.87\|605016;2026-03-12\|74.80\|-2.50\|77.00\|79.98\|74.65\|434729;2026-03-13\|72.73\|-2.77\|74.61\|74.88\|72.46\|204020;2026-03-16\|77.32\|6.31\|73.30\|78.45\|72.30\|358596;2026-03-17\|74.00\|-4.29\|77.11\|77.33\|73.68\|227711;2026-03-18\|73.38\|-0.84\|75.01\|75.01\|72.50\|157226;2026-03-19\|70.91\|-3.37\|71.92\|72.16\|69.92\|157776;2026-03-20\|71.30\|0.55\|71.53\|75.38\|71.17\|234002;2026-03-23\|70.39\|-1.28\|70.07\|73.46\|68.91\|248687;2026-03-24\|68.80\|-2.26\|71.43\|71.58\|66.80\|215193;2026-03-25\|73.00\|6.10\|69.83\|77.02\|69.10\|365924;2026-03-26\|72.11\|-1.22\|73.44\|74.74\|71.34\|191796;2026-03-27\|71.27\|-1.16\|70.88\|72.62\|69.30\|171008;2026-03-30\|71.10\|-0.24\|69.00\|73.68\|68.14\|246647;2026-03-31\|67.63\|-4.88\|70.86\|71.20\|67.50\|186189;2026-04-01\|70.51\|4.26\|69.67\|72.63\|69.60\|260691;2026-04-02\|67.45\|-4.34\|70.50\|71.00\|66.87\|184652;2026-04-03\|68.16\|1.05\|68.20\|69.12\|67.30\|149809;2026-04-07\|71.95\|5.56\|68.90\|73.00\|68.90\|292873;2026-04-08\|76.67\|6.56\|74.05\|76.96\|72.81\|351751;2026-04-09\|79.74\|4.00\|75.50\|80.05\|75.00\|337084;2026-04-10\|76.08\|-4.59\|79.65\|79.65\|75.10\|413614;2026-04-13\|74.60\|-1.95\|75.66\|76.25\|74.01\|227340;2026-04-14\|75.22\|0.83\|75.17\|76.69\|74.48\|247853;2026-04-15\|75.88\|0.88\|76.00\|78.74\|75.45\|309385;2026-04-16\|77.71\|2.41\|76.10\|78.10\|75.20\|219822;2026-04-17\|77.53\|-0.23\|77.35\|79.66\|76.90\|207797;2026-04-20\|77.56\|0.04\|78.12\|79.29\|77.00\|191435;2026-04-21\|78.50\|1.21\|77.55\|79.48\|75.85\|270265;2026-04-22\|81.88\|4.31\|78.50\|83.18\|78.03\|370833;2026-04-23\|86.99\|6.24\|85.96\|91.72\|85.10\|619942;2026-04-24\|89.35\|2.71\|91.50\|94.39\|89.24\|545777;2026-04-27\|90.12\|0.86\|90.00\|91.48\|85.00\|479747;2026-04-28\|88.35\|-1.96\|89.00\|91.50\|87.50\|248511;2026-04-29\|88.00\|-0.40\|86.00\|88.80\|84.26\|313500;2026-04-30\|91.94\|4.48\|87.90\|92.69\|87.02\|371913;2026-05-06\|88.45\|-3.80\|93.88\|94.20\|88.02\|452449;2026-05-07\|89.95\|1.70\|90.98\|90.99\|88.45\|295680;2026-05-08\|88.40\|-1.50\|88.56\|89.08\|87.10\|215346;2026-05-11\|98.40\|11.31\|89.98\|99.99\|89.98\|550699;2026-05-12\|103.38\|5.06\|97.99\|105.33\|95.86\|466704;2026-05-13\|104.71\|1.29\|102.00\|105.21\|101.81\|314662;2026-05-14\|105.74\|0.98\|109.64\|111.97\|105.66\|413756;2026-05-15\|107.90\|2.04\|106.04\|113.90\|105.61\|343608;2026-05-18\|105.35\|-2.36\|105.96\|110.16\|103.61\|253725;2026-05-19\|112.60\|6.88\|106.60\|113.67\|102.10\|315068;2026-05-20\|116.79\|3.72\|112.10\|119.63\|110.15\|317094;2026-05-21\|109.62\|-6.14\|116.00\|117.95\|108.95\|305803;2026-05-22\|111.01\|1.27\|111.00\|112.50\|108.35\|190160;2026-05-25\|118.60\|6.84\|111.22\|122.62\|111.20\|301374;2026-05-26\|116.66\|-1.64\|117.80\|118.30\|111.39\|224098;2026-05-27\|119.39\|2.34\|119.80\|127.77\|117.04\|307333;2026-05-28\|121.50\|1.77\|119.34\|123.80\|116.05\|215039;2026-05-29\|117.77\|-3.07\|123.00\|123.99\|115.01\|220300;2026-06-01\|105.66\|-10.28\|115.92\|115.99\|105.00\|383530;2026-06-02\|106.58\|0.87\|106.00\|109.50\|102.30\|301164;2026-06-03\|109.20\|2.46\|107.00\|112.89\|107.00\|204950;2026-06-04\|113.25\|3.71\|107.41\|115.05\|105.88\|200516;2026-06-05\|107.74\|-4.87\|112.16\|112.50\|106.50\|166599;2026-06-08\|103.17\|-4.24\|102.85\|107.50\|101.76\|159651;2026-06-09\|109.99\|6.61\|105.23\|112.26\|102.91\|209907;2026-06-10\|105.75\|-3.85\|107.72\|108.99\|103.40\|167825;2026-06-11\|105.22\|-0.50\|105.70\|109.56\|103.09\|168508;2026-06-12\|111.44\|5.91\|108.00\|111.44\|105.02\|317806;2026-06-15\|116.83\|4.84\|108.21\|117.95\|106.64\|335739;2026-06-16\|127.50\|9.13\|116.83\|128.89\|115.70\|300863;2026-06-17\|131.55\|3.18\|124.50\|132.96\|124.00\|197341;2026-06-18\|132.77\|0.93\|132.67\|134.80\|129.64\|149074;2026-06-22\|136.81\|3.04\|135.00\|143.00\|133.66\|227147;2026-06-23\|137.16\|0.26\|133.92\|141.50\|132.84\|141322;2026-06-24\|137.48\|0.23\|135.00\|138.50\|130.32\|181184;2026-06-25\|138.28\|0.58\|138.64\|141.00\|134.00\|172956;2026-06-26\|131.55\|-4.87\|139.00\|141.02\|129.00\|200257;2026-06-29\|133.60\|1.56\|131.57\|140.93\|126.03\|214683;2026-06-30\|143.48\|7.40\|133.61\|144.20\|131.49\|225991;2026-07-01\|137.21\|-4.37\|142.77\|149.00\|135.12\|208419;2026-07-02\|142.00\|3.49\|136.06\|151.90\|128.40\|310042;2026-07-03\|139.60\|-1.69\|141.31\|144.40\|135.10\|226032;2026-07-06\|135.97\|-2.60\|140.96\|141.88\|128.13\|206848;2026-07-07\|129.10\|-5.05\|136.00\|136.01\|126.26\|214287;2026-07-08\|129.74\|0.50\|130.00\|133.79\|122.58\|163854;2026-07-09\|134.86\|3.95\|131.99\|135.19\|126.64\|146870;2026-07-10\|124.25\|-7.87\|133.00\|136.30\|124.00\|179742
117910	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：豪威集团因上半年存储涨价预期延续叠加AI视觉芯片在手机/汽车端加速渗透而涨停；涨停缘由：公司原因： 1、国内少数兼具芯片设计与强大分销能力的平台型企业，覆盖图像传感器、模拟芯片等多品类； 2、AI终端爆发带动高端CIS需求增长，车载摄像头升级推动车规级图像传感器出货提升； 3、存储涨价周期延续，分销业务库存周转与毛利水平同步改善；资金逻辑：资金博弈消费电子与汽车电子交叉赛道，叠加国产替代与AI硬件主题共振，主力资金连续两日净流入；风险提示：分销业务占比高，毛利率易受上游价格波动影响，自研芯片占比仍待提升	国内少数几家同时具有半导体产品研发设计和强大分销能力的企业集团之一	2026-03-03\|116.35\|-2.17\|118.68\|121.20\|116.00\|175361;2026-03-04\|113.52\|-2.43\|115.00\|116.70\|113.50\|164604;2026-03-05\|114.17\|0.57\|115.80\|115.88\|113.89\|101384;2026-03-06\|115.05\|0.77\|114.17\|115.58\|113.71\|78387;2026-03-09\|112.20\|-2.48\|113.00\|113.01\|110.56\|136335;2026-03-10\|114.08\|1.68\|113.60\|114.52\|113.25\|82323;2026-03-11\|114.30\|0.19\|114.00\|114.89\|113.71\|91605;2026-03-12\|112.82\|-1.29\|113.99\|114.59\|112.20\|83116;2026-03-13\|111.73\|-0.97\|112.00\|113.17\|111.35\|84392;2026-03-16\|110.30\|-1.28\|111.74\|111.81\|108.41\|144036;2026-03-17\|108.92\|-1.25\|110.85\|111.40\|108.90\|100040;2026-03-18\|108.28\|-0.59\|109.50\|109.66\|106.58\|125432;2026-03-19\|105.84\|-2.25\|106.69\|106.99\|105.28\|123789;2026-03-20\|103.55\|-2.16\|106.31\|106.62\|103.55\|116870;2026-03-23\|98.62\|-4.76\|100.52\|101.69\|98.25\|167319;2026-03-24\|99.98\|1.38\|99.95\|100.50\|97.76\|105460;2026-03-25\|102.35\|2.37\|100.49\|102.78\|100.49\|111842;2026-03-26\|100.00\|-2.30\|101.78\|102.17\|99.82\|75120;2026-03-27\|101.02\|1.02\|98.57\|101.58\|98.57\|77570;2026-03-30\|100.32\|-0.69\|99.43\|100.78\|98.70\|74465;2026-03-31\|94.96\|-5.34\|98.80\|99.66\|94.56\|212561;2026-04-01\|96.05\|1.15\|96.84\|97.00\|95.00\|149991;2026-04-02\|91.35\|-4.89\|95.49\|95.49\|91.12\|245231;2026-04-03\|90.15\|-1.31\|92.13\|92.18\|89.61\|140735;2026-04-07\|90.82\|0.74\|90.23\|91.68\|90.21\|101231;2026-04-08\|95.45\|5.10\|92.35\|95.48\|92.35\|197355;2026-04-09\|94.24\|-1.27\|94.00\|94.59\|93.22\|139402;2026-04-10\|95.35\|1.18\|95.00\|96.75\|94.90\|144852;2026-04-13\|94.83\|-0.55\|94.29\|95.79\|94.03\|117177;2026-04-14\|94.66\|-0.18\|95.59\|96.30\|93.75\|168827;2026-04-15\|92.31\|-2.48\|94.66\|95.50\|92.29\|226322;2026-04-16\|93.71\|1.52\|92.75\|94.17\|92.49\|166450;2026-04-17\|93.04\|-0.71\|93.63\|93.90\|92.18\|166283;2026-04-20\|93.78\|0.80\|93.04\|94.49\|92.98\|179735;2026-04-21\|92.85\|-0.99\|93.33\|93.61\|91.62\|171301;2026-04-22\|94.20\|1.45\|92.48\|94.20\|92.20\|197925;2026-04-23\|92.44\|-1.87\|94.46\|94.50\|92.22\|167862;2026-04-24\|95.12\|2.90\|92.25\|96.72\|92.17\|349775;2026-04-27\|104.63\|10.00\|96.19\|104.63\|96.10\|523710;2026-04-28\|103.89\|-0.71\|106.95\|106.95\|103.40\|511660;2026-04-29\|101.59\|-2.21\|102.85\|103.35\|99.74\|366345;2026-04-30\|98.30\|-3.24\|97.77\|99.38\|97.00\|460047;2026-05-06\|100.90\|2.65\|99.69\|103.80\|99.50\|458140;2026-05-07\|100.26\|-0.63\|101.90\|102.00\|99.11\|283883;2026-05-08\|99.18\|-1.08\|99.31\|99.60\|98.31\|223177;2026-05-11\|101.38\|2.22\|100.08\|102.08\|99.86\|328006;2026-05-12\|103.31\|1.90\|102.00\|104.40\|100.51\|383570;2026-05-13\|103.51\|0.19\|101.68\|103.90\|99.60\|360494;2026-05-14\|100.50\|-2.91\|104.51\|104.54\|100.50\|303133;2026-05-15\|101.39\|0.89\|100.55\|104.70\|97.80\|416598;2026-05-18\|99.79\|-1.58\|100.90\|102.84\|99.02\|283300;2026-05-19\|102.62\|2.84\|99.80\|102.89\|97.19\|349636;2026-05-20\|101.30\|-1.29\|101.62\|102.20\|100.38\|232206;2026-05-21\|102.66\|1.34\|102.80\|108.43\|101.80\|641408;2026-05-22\|104.25\|1.55\|104.55\|104.60\|100.80\|394822;2026-05-25\|108.94\|4.50\|105.00\|109.09\|103.90\|529473;2026-05-26\|106.07\|-2.63\|108.94\|108.95\|104.34\|434464;2026-05-27\|104.96\|-1.05\|106.94\|108.41\|104.33\|370269;2026-05-28\|101.90\|-2.92\|103.75\|103.75\|100.05\|366533;2026-05-29\|95.00\|-6.77\|101.90\|102.39\|95.00\|374962;2026-06-01\|92.23\|-2.92\|94.88\|94.89\|92.20\|232757;2026-06-02\|92.65\|0.46\|92.02\|93.38\|90.97\|182220;2026-06-03\|100.91\|8.92\|92.42\|101.92\|92.36\|607468;2026-06-04\|98.86\|-1.93\|98.00\|101.90\|96.17\|405537;2026-06-05\|95.39\|-3.51\|97.50\|97.83\|95.35\|244431;2026-06-08\|92.02\|-3.53\|91.50\|93.35\|91.00\|227992;2026-06-09\|93.32\|1.41\|93.39\|93.59\|91.72\|172564;2026-06-10\|90.18\|-3.36\|92.00\|92.58\|89.63\|212469;2026-06-11\|85.17\|-5.56\|89.65\|90.00\|85.08\|280075;2026-06-12\|86.01\|0.99\|86.90\|87.25\|85.34\|214113;2026-06-15\|88.72\|3.15\|86.70\|88.72\|85.57\|188348;2026-06-16\|88.20\|-0.59\|88.00\|89.65\|87.72\|171211;2026-06-17\|90.12\|2.18\|87.64\|91.20\|87.31\|219753;2026-06-18\|89.97\|-0.17\|89.88\|91.36\|89.40\|191103;2026-06-22\|90.56\|0.66\|89.90\|90.88\|87.79\|226020;2026-06-23\|87.70\|-3.16\|89.80\|91.23\|87.51\|214375;2026-06-24\|90.30\|2.96\|86.75\|91.59\|86.38\|252677;2026-06-25\|89.71\|-0.65\|90.61\|92.43\|88.80\|237234;2026-06-26\|86.72\|-3.33\|88.70\|90.50\|86.50\|220992;2026-06-29\|88.30\|1.82\|86.00\|89.00\|84.63\|270557;2026-06-30\|94.85\|7.42\|88.20\|95.00\|87.51\|423416;2026-07-01\|97.11\|2.38\|95.80\|99.50\|94.50\|409150;2026-07-02\|101.27\|4.28\|94.45\|105.98\|92.50\|732519;2026-07-03\|102.30\|1.02\|100.18\|105.20\|98.80\|440216;2026-07-06\|97.00\|-5.18\|103.21\|103.70\|96.88\|349788;2026-07-07\|99.46\|2.54\|96.32\|102.80\|95.50\|346302;2026-07-08\|100.95\|1.50\|99.85\|103.48\|97.01\|341509;2026-07-09\|107.14\|6.13\|102.15\|107.75\|99.44\|474716;2026-07-10\|103.21\|-3.67\|105.94\|109.80\|103.20\|448600
117909	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：MPCVD法XJL200A设备良率达92%，为黄河旋风等头部企业供货，同时马斯克团队调研印证其在光伏及先进制造设备领域的战略地位；涨停缘由：培育钻石终端消费回暖带动上游设备扩产；光伏N型技术迭代催生设备更新需求；马斯克调研事件强化产业认可度；资金逻辑：资金聚焦高端装备+硬科技主线，设备类标的获产业资本与主题资金双重加持；风险提示：培育钻石价格波动影响客户资本开支意愿，光伏设备行业招标节奏存在季度性波动	公司凭借独特的“装备+材料”双轮驱动模式，实现8英寸碳化硅衬底的规模化量产与海外布局（马来西亚工厂），并在全球范围内率先建成12英寸碳化硅衬底加工中试线，确立了在第三代半导体大尺寸领域的技术领跑地位	2026-03-03\|50.87\|-9.29\|55.80\|56.57\|49.90\|603825;2026-03-04\|49.42\|-2.85\|49.47\|51.30\|49.00\|339910;2026-03-05\|48.01\|-2.85\|50.55\|50.70\|47.68\|358523;2026-03-06\|47.40\|-1.27\|47.69\|48.28\|47.09\|228851;2026-03-09\|46.64\|-1.60\|46.68\|47.13\|44.80\|323317;2026-03-10\|48.43\|3.84\|47.30\|48.80\|46.49\|356826;2026-03-11\|47.91\|-1.07\|48.40\|50.00\|47.78\|379882;2026-03-12\|47.10\|-1.69\|47.71\|48.27\|46.10\|299054;2026-03-13\|47.21\|0.23\|46.95\|48.81\|46.32\|280161;2026-03-16\|46.59\|-1.31\|47.36\|47.68\|45.30\|191734;2026-03-17\|45.35\|-2.66\|46.97\|47.70\|45.31\|196985;2026-03-18\|45.20\|-0.33\|45.75\|46.26\|44.72\|166693;2026-03-19\|43.75\|-3.21\|44.55\|44.87\|43.40\|213965;2026-03-20\|45.74\|4.55\|44.36\|47.43\|43.30\|492672;2026-03-23\|45.78\|0.09\|45.15\|47.14\|45.15\|429777;2026-03-24\|44.80\|-2.14\|46.21\|46.80\|42.80\|332870;2026-03-25\|44.34\|-1.03\|44.68\|46.35\|44.14\|280482;2026-03-26\|43.07\|-2.86\|44.39\|44.56\|42.71\|226633;2026-03-27\|43.45\|0.88\|42.77\|44.17\|42.42\|178341;2026-03-30\|42.02\|-3.29\|42.80\|43.44\|40.90\|265951;2026-03-31\|41.11\|-2.17\|42.02\|43.28\|41.11\|192713;2026-04-01\|42.35\|3.02\|42.09\|43.88\|41.36\|251804;2026-04-02\|41.43\|-2.17\|42.18\|42.68\|41.12\|127096;2026-04-03\|40.79\|-1.54\|41.44\|42.15\|40.77\|138814;2026-04-07\|40.97\|0.44\|41.21\|42.02\|40.80\|120640;2026-04-08\|43.36\|5.83\|41.99\|43.69\|41.77\|240047;2026-04-09\|41.39\|-4.54\|42.80\|42.90\|39.82\|447330;2026-04-10\|42.18\|1.91\|41.84\|43.10\|41.20\|277666;2026-04-13\|42.35\|0.40\|41.99\|42.98\|41.79\|226659;2026-04-14\|42.61\|0.61\|42.40\|43.28\|41.65\|292761;2026-04-15\|43.43\|1.92\|43.22\|44.18\|42.77\|432576;2026-04-16\|45.60\|5.00\|43.15\|46.50\|41.95\|549735;2026-04-17\|46.18\|1.27\|44.66\|46.47\|44.37\|430154;2026-04-20\|45.24\|-2.04\|45.97\|46.55\|45.19\|361350;2026-04-21\|44.78\|-1.02\|45.34\|45.68\|44.11\|259451;2026-04-22\|44.99\|0.47\|44.44\|45.58\|44.06\|274657;2026-04-23\|43.59\|-3.11\|45.06\|45.45\|43.20\|306659;2026-04-24\|43.54\|-0.11\|43.37\|44.24\|43.16\|201732;2026-04-27\|43.15\|-0.90\|43.52\|44.44\|42.61\|272314;2026-04-28\|40.28\|-6.65\|41.19\|43.04\|39.94\|495816;2026-04-29\|41.81\|3.80\|40.00\|42.47\|39.85\|293096;2026-04-30\|42.62\|1.94\|41.82\|42.85\|41.33\|224837;2026-05-06\|44.61\|4.67\|43.24\|44.97\|43.08\|311862;2026-05-07\|46.11\|3.36\|45.22\|47.42\|45.09\|453792;2026-05-08\|45.98\|-0.28\|45.99\|46.42\|45.12\|286795;2026-05-11\|47.69\|3.72\|46.21\|48.38\|46.11\|405475;2026-05-12\|47.89\|0.42\|48.80\|49.05\|47.28\|382142;2026-05-13\|53.99\|12.74\|47.70\|54.94\|47.50\|813115;2026-05-14\|54.90\|1.69\|54.54\|57.05\|54.22\|812127;2026-05-15\|52.80\|-3.83\|54.57\|55.29\|51.28\|637078;2026-05-18\|51.24\|-2.95\|51.85\|54.18\|50.83\|432523;2026-05-19\|52.11\|1.70\|50.80\|52.40\|49.58\|355498;2026-05-20\|56.85\|9.10\|51.89\|57.58\|51.51\|654656;2026-05-21\|52.41\|-7.57\|57.00\|57.26\|52.13\|486506;2026-05-22\|55.09\|5.11\|54.91\|56.80\|54.17\|495968;2026-05-25\|56.40\|2.38\|55.50\|56.65\|53.00\|466038;2026-05-26\|53.80\|-4.61\|54.55\|57.68\|52.80\|549700;2026-05-27\|54.00\|0.37\|53.80\|56.92\|53.70\|432862;2026-05-28\|54.89\|1.65\|53.00\|55.55\|51.05\|424724;2026-05-29\|50.82\|-7.41\|55.22\|56.00\|50.37\|388145;2026-06-01\|47.65\|-6.24\|51.39\|52.42\|47.59\|402932;2026-06-02\|47.00\|-1.36\|47.98\|48.38\|45.79\|291673;2026-06-03\|48.41\|3.00\|48.01\|50.45\|47.68\|339341;2026-06-04\|49.01\|1.24\|47.80\|49.46\|46.88\|254668;2026-06-05\|48.89\|-0.24\|48.48\|50.22\|46.23\|379022;2026-06-08\|45.76\|-6.40\|47.00\|48.72\|45.71\|306467;2026-06-09\|53.15\|16.15\|46.46\|53.26\|46.14\|501643;2026-06-10\|49.26\|-7.32\|51.13\|51.25\|48.11\|417911;2026-06-11\|48.23\|-2.09\|48.91\|49.34\|47.11\|231112;2026-06-12\|47.08\|-2.38\|50.10\|51.95\|46.21\|425367;2026-06-15\|52.15\|10.77\|47.15\|52.75\|46.40\|509324;2026-06-16\|51.69\|-0.88\|52.24\|52.88\|51.10\|326284;2026-06-17\|51.87\|0.35\|50.91\|52.15\|50.11\|351533;2026-06-18\|53.89\|3.89\|51.52\|55.65\|51.30\|481091;2026-06-22\|57.30\|6.33\|56.00\|58.66\|54.90\|562881;2026-06-23\|55.80\|-2.62\|56.40\|57.08\|53.83\|378328;2026-06-24\|57.06\|2.26\|54.81\|57.51\|53.23\|401412;2026-06-25\|56.48\|-1.02\|57.40\|57.85\|55.50\|384909;2026-06-26\|58.37\|3.35\|55.91\|59.27\|55.47\|522737;2026-06-29\|56.20\|-3.72\|59.20\|61.24\|53.37\|556655;2026-06-30\|60.40\|7.47\|57.21\|60.97\|56.92\|542618;2026-07-01\|60.51\|0.18\|60.79\|63.88\|59.99\|511986;2026-07-02\|53.80\|-11.09\|58.26\|58.30\|53.70\|501288;2026-07-03\|51.08\|-5.06\|54.27\|54.47\|50.41\|428661;2026-07-06\|48.20\|-5.64\|51.99\|52.29\|47.53\|371687;2026-07-07\|50.05\|3.84\|48.12\|51.10\|47.28\|329429;2026-07-08\|47.20\|-5.69\|49.90\|50.90\|45.72\|291758;2026-07-09\|49.50\|4.87\|48.09\|49.79\|46.66\|232720;2026-07-10\|47.28\|-4.48\|49.88\|51.10\|47.02\|297150
117908	美团发布基于国产算力训练的万亿参数大模型	一季报大增+AI芯片+算力需求 1、据2026年4月30日一季报，公司一季度营收28.85亿元、同比增长159.56%，归母净利润10.13亿元、同比增长185.04%，主因人工智能算力需求攀升带动产品放量。 2、据2026年3月13日年报，公司云端、边缘及IP授权三大产品线已规模部署于大模型算法企业、服务器厂商及云计算、金融、电信等行业，2025年营收64.97亿元、同比增长453%，实现全年扭亏。 3、据2026年4月29日公告，公司拟每10股派15元并转增4.9股，股权登记日为5月7日，高分红及股本扩张提升市场关注。	国内AI芯片龙头；行业人士称字节跳动正在与天数智芯讨论采购至少5万颗AI芯片，主要用于推理工作，华为、寒武纪也是字节跳动的供应商，但公司否认向互联网厂商大量供货	2026-03-03\|1133.05\|-4.94\|1197.00\|1198.88\|1129.99\|75371;2026-03-04\|1117.08\|-1.41\|1122.00\|1158.01\|1110.00\|58987;2026-03-05\|1168.00\|4.56\|1148.68\|1196.02\|1122.02\|85399;2026-03-06\|1154.88\|-1.12\|1160.00\|1173.34\|1148.06\|45235;2026-03-09\|1125.99\|-2.50\|1120.00\|1133.75\|1092.99\|60258;2026-03-10\|1147.10\|1.87\|1148.98\|1160.00\|1135.01\|50203;2026-03-11\|1099.00\|-4.19\|1155.00\|1159.00\|1093.35\|76211;2026-03-12\|1099.00\|0.00\|1099.00\|1121.20\|1077.86\|62625;2026-03-13\|1096.10\|-0.26\|1111.11\|1127.05\|1084.97\|92906;2026-03-16\|1089.97\|-0.56\|1088.06\|1093.11\|1046.96\|66957;2026-03-17\|1079.99\|-0.92\|1089.87\|1119.99\|1071.01\|55321;2026-03-18\|1066.00\|-1.30\|1083.24\|1088.00\|1048.16\|68393;2026-03-19\|1037.02\|-2.72\|1045.01\|1052.78\|1032.18\|48853;2026-03-20\|1025.00\|-1.16\|1039.19\|1065.65\|1001.01\|101952;2026-03-23\|971.30\|-5.24\|1002.50\|1020.50\|968.00\|81515;2026-03-24\|1028.50\|5.89\|985.00\|1037.80\|970.02\|90596;2026-03-25\|1039.00\|1.02\|1030.00\|1061.90\|1022.95\|89714;2026-03-26\|1024.90\|-1.36\|1040.00\|1068.68\|1018.18\|49947;2026-03-27\|1024.00\|-0.09\|1005.00\|1038.05\|1005.00\|50423;2026-03-30\|1009.45\|-1.42\|1004.57\|1015.00\|994.94\|52269;2026-03-31\|983.00\|-2.62\|1001.06\|1019.98\|983.00\|50754;2026-04-01\|1051.40\|6.96\|1008.00\|1064.00\|1008.00\|100009;2026-04-02\|998.99\|-4.98\|1045.01\|1053.46\|996.86\|70915;2026-04-03\|1025.70\|2.67\|1010.00\|1040.00\|999.00\|62245;2026-04-07\|1119.00\|9.10\|1023.00\|1146.00\|1021.01\|140829;2026-04-08\|1164.00\|4.02\|1159.10\|1168.98\|1138.00\|104833;2026-04-09\|1198.00\|2.92\|1160.00\|1222.22\|1151.00\|97509;2026-04-10\|1210.70\|1.06\|1205.00\|1222.22\|1188.90\|90037;2026-04-13\|1219.62\|0.74\|1202.01\|1252.60\|1201.92\|78791;2026-04-14\|1241.98\|1.83\|1224.99\|1248.80\|1206.09\|77032;2026-04-15\|1274.00\|2.58\|1242.00\|1327.21\|1239.08\|124299;2026-04-16\|1307.00\|2.59\|1280.00\|1315.00\|1272.02\|77965;2026-04-17\|1334.00\|2.07\|1299.87\|1349.47\|1290.00\|72105;2026-04-20\|1378.20\|3.31\|1341.00\|1378.20\|1326.16\|75196;2026-04-21\|1330.00\|-3.50\|1361.00\|1368.12\|1308.00\|81791;2026-04-22\|1337.00\|0.53\|1317.99\|1339.98\|1308.08\|68082;2026-04-23\|1323.00\|-1.05\|1335.96\|1359.92\|1296.00\|77188;2026-04-24\|1352.50\|2.23\|1319.64\|1409.58\|1281.58\|124071;2026-04-27\|1356.72\|0.31\|1350.05\|1386.00\|1341.28\|70932;2026-04-28\|1374.50\|1.31\|1353.78\|1418.88\|1353.78\|74535;2026-04-29\|1416.63\|3.07\|1366.00\|1420.00\|1346.87\|90860;2026-04-30\|1699.96\|20.00\|1475.00\|1699.96\|1475.00\|178843;2026-05-06\|1825.00\|7.36\|1784.78\|1966.00\|1770.99\|197805;2026-05-07\|1868.00\|2.36\|1824.94\|1885.53\|1792.80\|109983;2026-05-08\|1182.53\|-5.60\|1217.03\|1220.00\|1158.01\|191024;2026-05-11\|1200.00\|1.48\|1201.00\|1205.99\|1158.03\|231722;2026-05-12\|1277.87\|6.49\|1199.99\|1293.33\|1189.81\|209581;2026-05-13\|1316.88\|3.05\|1239.00\|1316.88\|1236.00\|158778;2026-05-14\|1260.58\|-4.28\|1320.00\|1350.00\|1232.32\|181139;2026-05-15\|1209.00\|-4.09\|1234.88\|1276.89\|1195.88\|161750;2026-05-18\|1216.99\|0.66\|1200.00\|1260.00\|1183.04\|125056;2026-05-19\|1319.20\|8.40\|1216.89\|1326.00\|1175.00\|186352;2026-05-20\|1362.41\|3.28\|1300.00\|1396.00\|1291.99\|183743;2026-05-21\|1290.90\|-5.25\|1370.04\|1386.00\|1285.00\|153395;2026-05-22\|1286.00\|-0.38\|1300.50\|1319.99\|1270.43\|112240;2026-05-25\|1406.50\|9.37\|1321.01\|1435.00\|1321.01\|173384;2026-05-26\|1410.96\|0.32\|1383.01\|1448.01\|1375.00\|153975;2026-05-27\|1340.00\|-5.03\|1385.00\|1412.99\|1334.00\|138029;2026-05-28\|1391.50\|3.84\|1361.00\|1404.99\|1349.01\|126717;2026-05-29\|1310.00\|-5.86\|1400.00\|1414.00\|1295.00\|145030;2026-06-01\|1238.00\|-5.50\|1326.00\|1326.00\|1238.00\|134896;2026-06-02\|1300.00\|5.01\|1246.00\|1319.58\|1245.00\|124339;2026-06-03\|1378.10\|6.01\|1292.30\|1428.01\|1291.00\|165598;2026-06-04\|1358.90\|-1.39\|1365.00\|1400.00\|1347.00\|88416;2026-06-05\|1299.20\|-4.39\|1342.00\|1407.77\|1287.34\|116355;2026-06-08\|1250.36\|-3.76\|1239.30\|1298.88\|1230.08\|114171;2026-06-09\|1270.01\|1.57\|1279.00\|1285.80\|1239.02\|106732;2026-06-10\|1231.00\|-3.07\|1300.00\|1349.90\|1224.17\|138327;2026-06-11\|1219.50\|-0.93\|1221.96\|1255.00\|1199.00\|111820;2026-06-12\|1240.00\|1.68\|1258.00\|1260.00\|1202.00\|149766;2026-06-15\|1335.00\|7.66\|1253.00\|1345.99\|1238.88\|154373;2026-06-16\|1306.99\|-2.10\|1335.50\|1335.91\|1297.79\|99672;2026-06-17\|1320.00\|1.00\|1290.40\|1329.87\|1271.10\|133226;2026-06-18\|1507.46\|14.20\|1319.72\|1540.00\|1313.20\|221694;2026-06-22\|1456.99\|-3.35\|1480.00\|1494.94\|1420.00\|150357;2026-06-23\|1413.00\|-3.02\|1453.00\|1506.00\|1394.84\|138376;2026-06-24\|1453.00\|2.83\|1402.00\|1468.88\|1378.00\|140656;2026-06-25\|1505.00\|3.58\|1460.00\|1536.25\|1436.00\|159822;2026-06-26\|1458.00\|-3.12\|1482.00\|1518.98\|1415.00\|124352;2026-06-29\|1482.00\|1.65\|1462.33\|1541.94\|1420.00\|151178;2026-06-30\|1595.55\|7.66\|1488.41\|1620.00\|1488.37\|162216;2026-07-01\|1485.33\|-6.91\|1560.00\|1588.97\|1470.01\|125802;2026-07-02\|1372.00\|-7.63\|1410.00\|1448.66\|1348.00\|140564;2026-07-03\|1353.00\|-1.38\|1344.14\|1412.00\|1340.00\|101922;2026-07-06\|1369.75\|1.24\|1383.00\|1389.86\|1291.00\|103684;2026-07-07\|1388.00\|1.33\|1355.00\|1439.98\|1346.06\|118753;2026-07-08\|1413.55\|1.84\|1423.00\|1479.31\|1400.01\|117177;2026-07-09\|1535.01\|8.59\|1442.70\|1548.00\|1393.00\|165449;2026-07-10\|1400.00\|-8.80\|1542.98\|1569.97\|1400.00\|13195045
117907	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：艾为电子因美团发布万亿参数国产算力大模型催化AI终端硬件需求，公司压电微泵液冷驱动方案精准匹配高算力手机、PC及AI眼镜散热需求；涨停缘由：美团基于国产算力训练万亿参数大模型，加速AI终端渗透；公司新一代压电微泵液冷方案具备超低功耗、超小体积、超静音特性；产品已导入多家AI终端客户，有望随AI设备放量而增长；资金逻辑：国产芯片板块受大模型落地驱动整体走强，艾为电子作为AI终端关键器件供应商获资金提前布局；风险提示：压电微泵方案尚处导入初期，大规模商用存在不确定性；消费电子需求复苏力度仍待验证	1、公司是国内领先的集成电路设计企业，专注于高性能混合信号、电源管理、信号链等 IC 设计，产品包括音频功放芯片、电源管理芯片、射频前端芯片等； 2、公司发布新一代压电微泵液冷主动散热驱动方案，凭借超低功耗、超小体积、超静音特性，精准满足高算力手机、PC及AI眼镜等AI终端设备的散热需求	2026-03-03\|72.02\|-7.30\|77.76\|78.10\|72.00\|45479;2026-03-04\|71.16\|-1.19\|71.07\|72.80\|70.62\|24786;2026-03-05\|71.58\|0.59\|72.70\|73.17\|71.26\|23875;2026-03-06\|72.42\|1.17\|71.48\|72.80\|71.13\|16626;2026-03-09\|71.21\|-1.67\|71.00\|71.81\|68.81\|27752;2026-03-10\|73.70\|3.50\|72.63\|74.87\|72.50\|23459;2026-03-11\|73.30\|-0.54\|73.71\|74.40\|73.00\|16192;2026-03-12\|73.41\|0.15\|73.05\|74.47\|72.71\|17250;2026-03-13\|71.65\|-2.40\|72.82\|73.25\|71.33\|22548;2026-03-16\|72.80\|1.60\|71.77\|72.92\|70.14\|17358;2026-03-17\|70.88\|-2.64\|72.79\|72.99\|70.83\|16019;2026-03-18\|72.10\|1.72\|71.24\|72.26\|70.89\|14798;2026-03-19\|71.18\|-1.28\|71.14\|72.27\|69.98\|24705;2026-03-20\|69.66\|-2.14\|71.52\|72.16\|69.66\|19289;2026-03-23\|65.97\|-5.30\|67.90\|68.59\|65.50\|28766;2026-03-24\|67.36\|2.11\|67.20\|67.49\|65.52\|15940;2026-03-25\|68.09\|1.08\|67.77\|68.83\|67.43\|16966;2026-03-26\|66.55\|-2.26\|68.00\|68.30\|66.21\|14579;2026-03-27\|67.20\|0.98\|65.57\|67.70\|65.28\|13093;2026-03-30\|66.18\|-1.52\|66.06\|66.79\|65.08\|16904;2026-03-31\|65.60\|-0.88\|65.97\|67.40\|65.60\|14976;2026-04-01\|67.31\|2.61\|66.90\|67.42\|66.60\|14948;2026-04-02\|65.11\|-3.27\|67.30\|67.30\|64.82\|16233;2026-04-03\|63.85\|-1.94\|64.96\|65.96\|63.55\|16162;2026-04-07\|64.88\|1.61\|63.86\|65.25\|63.85\|13201;2026-04-08\|68.35\|5.35\|66.25\|68.45\|66.10\|24391;2026-04-09\|67.49\|-1.26\|67.80\|68.13\|67.33\|15210;2026-04-10\|67.62\|0.19\|67.93\|68.68\|67.62\|19415;2026-04-13\|66.97\|-0.96\|67.05\|68.29\|66.83\|21574;2026-04-14\|67.37\|0.60\|67.50\|68.10\|66.80\|28184;2026-04-15\|67.20\|-0.25\|67.70\|68.60\|67.07\|28890;2026-04-16\|67.94\|1.10\|67.40\|68.09\|67.01\|29666;2026-04-17\|68.04\|0.15\|67.60\|68.49\|67.40\|21404;2026-04-20\|68.11\|0.10\|68.28\|68.39\|67.82\|28272;2026-04-21\|66.79\|-1.94\|68.15\|68.25\|65.94\|30290;2026-04-22\|69.45\|3.98\|66.51\|69.45\|66.24\|43757;2026-04-23\|68.92\|-0.76\|69.49\|71.12\|68.56\|39157;2026-04-24\|71.30\|3.45\|70.89\|71.53\|69.80\|46822;2026-04-27\|71.69\|0.55\|70.66\|72.30\|70.66\|36639;2026-04-28\|66.01\|-7.92\|69.40\|69.40\|65.78\|54208;2026-04-29\|66.48\|0.71\|65.28\|66.98\|65.08\|26144;2026-04-30\|67.61\|1.70\|66.24\|67.88\|65.87\|33525;2026-05-06\|68.83\|1.80\|68.52\|70.47\|67.60\|39874;2026-05-07\|70.98\|3.12\|69.32\|71.29\|68.62\|40739;2026-05-08\|70.99\|0.01\|70.28\|71.30\|69.75\|33357;2026-05-11\|72.73\|2.45\|71.33\|73.35\|71.30\|45434;2026-05-12\|71.93\|-1.10\|72.55\|72.95\|71.00\|30316;2026-05-13\|73.24\|1.82\|71.14\|73.33\|70.00\|45440;2026-05-14\|73.58\|0.46\|73.50\|75.22\|73.21\|62125;2026-05-15\|73.00\|-0.79\|73.58\|75.60\|72.27\|59430;2026-05-18\|72.85\|-0.21\|72.68\|74.00\|71.76\|38708;2026-05-19\|74.54\|2.32\|72.68\|74.54\|70.90\|50357;2026-05-20\|75.35\|1.09\|73.90\|75.38\|73.70\|55110;2026-05-21\|70.82\|-6.01\|76.29\|76.58\|70.68\|65509;2026-05-22\|73.18\|3.96\|70.84\|73.48\|70.84\|44006;2026-05-25\|78.45\|7.20\|73.35\|79.23\|72.27\|84346;2026-05-26\|76.64\|-2.31\|79.60\|79.60\|75.33\|68331;2026-05-27\|78.00\|1.77\|77.41\|81.80\|76.99\|99339;2026-05-28\|80.20\|2.82\|77.95\|81.45\|76.57\|90755;2026-05-29\|74.22\|-7.46\|79.76\|79.99\|73.45\|86654;2026-06-01\|74.92\|0.94\|74.75\|76.92\|73.96\|59656;2026-06-02\|73.15\|-2.36\|74.12\|74.79\|71.25\|47808;2026-06-03\|73.10\|-0.07\|73.78\|74.73\|71.80\|56682;2026-06-04\|70.99\|-2.89\|72.03\|73.49\|70.67\|45528;2026-06-05\|69.49\|-2.11\|70.02\|71.40\|67.58\|51066;2026-06-08\|66.22\|-4.71\|66.20\|67.58\|64.14\|55435;2026-06-09\|67.82\|2.42\|66.96\|68.29\|65.91\|31953;2026-06-10\|66.00\|-2.68\|66.85\|67.70\|65.10\|29001;2026-06-11\|64.28\|-2.61\|65.47\|67.15\|63.79\|34208;2026-06-12\|64.40\|0.19\|65.75\|67.25\|64.25\|36482;2026-06-15\|67.97\|5.54\|65.30\|68.17\|64.77\|34509;2026-06-16\|70.53\|3.77\|68.13\|70.81\|67.98\|35592;2026-06-17\|71.46\|1.32\|69.61\|71.93\|69.44\|37007;2026-06-18\|71.03\|-0.60\|71.09\|72.09\|70.74\|31963;2026-06-22\|69.29\|-2.45\|71.08\|71.60\|67.50\|43266;2026-06-23\|69.55\|0.38\|68.92\|71.78\|67.82\|44930;2026-06-24\|71.00\|2.08\|69.29\|71.49\|68.30\|43269;2026-06-25\|70.56\|-0.62\|71.30\|71.64\|69.16\|43291;2026-06-26\|67.44\|-4.42\|69.20\|70.35\|66.52\|45411;2026-06-29\|66.70\|-1.10\|67.28\|68.68\|63.33\|54044;2026-06-30\|73.32\|9.93\|67.27\|73.90\|66.52\|69627;2026-07-01\|74.48\|1.58\|73.50\|76.43\|72.72\|67182;2026-07-02\|72.06\|-3.25\|72.00\|75.50\|70.86\|54120;2026-07-03\|70.32\|-2.41\|71.88\|72.70\|70.06\|46493;2026-07-06\|69.60\|-1.02\|70.39\|70.95\|66.12\|50140;2026-07-07\|69.55\|-0.07\|69.00\|71.48\|68.11\|38524;2026-07-08\|70.45\|1.29\|69.66\|71.24\|66.85\|42891;2026-07-09\|72.50\|2.91\|70.37\|72.50\|68.37\|53373;2026-07-10\|69.00\|-4.83\|72.49\|73.64\|69.00\|5879437
117906	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：苹果拟采购长鑫内存带动国产芯片上游检测设备关注度提升；涨停缘由：公司靶材专用自动化检测系统面向半导体靶材母材金属质量检测，属半导体材料端关键检测环节，受益于国产靶材厂商扩产及验证提速；资金逻辑：6月29日随国产芯片板块集体走强，资金博弈中小市值设备标的，换手率显著放大，游资接力拉升；风险提示：主业非纯半导体设备，下游应用分散，业绩弹性弱于前道设备厂商，估值缺乏足够支撑	1、公司的靶材专用自动化检测系统主要面向半导体靶材母材金属的质量检测； 2、公司相控阵超声水浸自动检测系统可用于汽车零部件、航空航天零部件、精密部件等的水浸检测	2026-03-03\|63.23\|-7.41\|68.30\|68.99\|63.10\|13951;2026-03-04\|63.41\|0.28\|63.38\|64.92\|63.20\|7549;2026-03-05\|63.75\|0.54\|64.35\|65.58\|63.61\|5497;2026-03-06\|64.06\|0.49\|63.33\|64.72\|63.33\|4548;2026-03-09\|62.68\|-2.15\|63.60\|63.60\|60.86\|8193;2026-03-10\|65.11\|3.88\|63.34\|65.44\|62.89\|6967;2026-03-11\|64.44\|-1.03\|65.23\|66.03\|64.34\|5597;2026-03-12\|64.86\|0.65\|64.47\|66.32\|64.03\|7359;2026-03-13\|64.51\|-0.54\|64.85\|66.75\|63.50\|7326;2026-03-16\|64.19\|-0.50\|64.35\|65.68\|63.60\|3991;2026-03-17\|61.75\|-3.80\|64.30\|64.51\|61.67\|5010;2026-03-18\|62.20\|0.73\|62.43\|62.73\|61.37\|5710;2026-03-19\|60.50\|-2.73\|61.91\|61.97\|60.24\|5009;2026-03-20\|59.22\|-2.12\|60.63\|61.49\|59.11\|4768;2026-03-23\|55.10\|-6.96\|58.90\|58.90\|54.32\|13294;2026-03-24\|57.10\|3.63\|56.78\|57.25\|55.00\|5761;2026-03-25\|57.59\|0.86\|57.50\|58.23\|56.86\|4310;2026-03-26\|57.11\|-0.83\|57.59\|58.20\|56.19\|6253;2026-03-27\|59.35\|3.92\|56.50\|59.45\|56.24\|5919;2026-03-30\|61.03\|2.83\|58.59\|61.67\|58.49\|6964;2026-03-31\|61.99\|1.57\|61.15\|63.49\|61.02\|6977;2026-04-01\|61.69\|-0.48\|62.30\|62.80\|61.22\|3796;2026-04-02\|60.75\|-1.52\|61.88\|62.18\|60.11\|3296;2026-04-03\|59.98\|-1.27\|61.36\|61.36\|59.26\|3514;2026-04-07\|59.98\|0.00\|60.09\|61.28\|59.89\|3729;2026-04-08\|62.69\|4.52\|60.58\|62.79\|60.58\|4407;2026-04-09\|59.46\|-5.15\|62.33\|62.60\|59.33\|12042;2026-04-10\|60.56\|1.85\|59.82\|60.80\|59.77\|6351;2026-04-13\|61.62\|1.75\|60.99\|61.80\|60.48\|5465;2026-04-14\|63.98\|3.83\|61.26\|64.65\|61.26\|8668;2026-04-15\|65.90\|3.00\|64.23\|67.62\|63.42\|19772;2026-04-16\|68.98\|4.67\|65.92\|69.10\|65.79\|14990;2026-04-17\|72.00\|4.38\|68.49\|72.99\|68.29\|20889;2026-04-20\|72.17\|0.24\|71.98\|73.85\|71.21\|15949;2026-04-21\|71.24\|-1.29\|72.09\|73.40\|70.33\|13723;2026-04-22\|73.72\|3.48\|72.25\|74.15\|71.88\|14382;2026-04-23\|67.80\|-8.03\|70.01\|71.45\|67.14\|27349;2026-04-24\|70.70\|4.28\|68.50\|72.15\|67.81\|19313;2026-04-27\|71.53\|1.17\|70.37\|72.32\|70.02\|10420;2026-04-28\|71.26\|-0.38\|72.00\|73.60\|71.00\|8387;2026-04-29\|74.83\|5.01\|71.26\|75.00\|71.00\|13928;2026-04-30\|75.31\|0.64\|75.07\|75.31\|72.77\|11078;2026-05-06\|73.84\|-1.95\|75.40\|75.50\|73.20\|13077;2026-05-07\|73.58\|-0.35\|74.09\|74.48\|73.00\|8136;2026-05-08\|73.27\|-0.42\|73.89\|73.99\|72.31\|5788;2026-05-11\|74.65\|1.88\|72.57\|75.18\|72.29\|9276;2026-05-12\|73.15\|-2.01\|74.60\|74.62\|72.69\|6781;2026-05-13\|72.00\|-1.57\|73.20\|73.60\|71.46\|9047;2026-05-14\|72.70\|0.97\|72.00\|76.25\|71.63\|14743;2026-05-15\|72.84\|0.19\|73.04\|74.83\|71.60\|10289;2026-05-18\|70.31\|-3.47\|72.72\|72.90\|70.01\|12609;2026-05-19\|70.58\|0.38\|70.32\|70.91\|69.70\|7087;2026-05-20\|71.26\|0.96\|70.91\|72.10\|70.30\|6575;2026-05-21\|69.14\|-2.98\|71.60\|73.45\|69.03\|9351;2026-05-22\|70.29\|1.66\|69.79\|71.51\|68.74\|9231;2026-05-25\|70.60\|0.44\|70.55\|71.40\|69.38\|8109;2026-05-26\|70.16\|-0.62\|70.31\|72.41\|68.86\|14757;2026-05-27\|68.00\|-3.08\|70.16\|70.28\|67.62\|12954;2026-05-28\|71.06\|4.50\|68.00\|72.15\|66.56\|15703;2026-05-29\|68.06\|-4.22\|71.34\|71.48\|67.80\|9737;2026-06-01\|66.10\|-2.88\|67.21\|68.74\|65.91\|9699;2026-06-02\|68.68\|3.90\|66.50\|72.61\|65.58\|23361;2026-06-03\|70.49\|2.64\|67.87\|74.58\|67.69\|27086;2026-06-04\|80.75\|14.56\|69.81\|82.30\|69.50\|42946;2026-06-05\|91.75\|13.62\|80.00\|92.00\|78.43\|47548;2026-06-08\|90.11\|-1.79\|85.89\|93.44\|85.00\|38823;2026-06-09\|86.81\|-3.66\|91.28\|91.65\|84.06\|28993;2026-06-10\|86.70\|-0.13\|84.40\|90.00\|84.17\|24048;2026-06-11\|89.32\|3.02\|85.63\|90.68\|83.00\|32382;2026-06-12\|88.88\|-0.49\|90.98\|92.00\|86.00\|32970;2026-06-15\|93.33\|5.01\|88.92\|94.96\|88.11\|35660;2026-06-16\|92.15\|-1.26\|92.58\|93.50\|89.10\|27514;2026-06-17\|92.88\|0.79\|91.00\|93.50\|89.20\|19665;2026-06-18\|94.99\|2.27\|94.08\|96.80\|90.66\|30605;2026-06-22\|93.99\|-1.05\|94.25\|97.00\|86.04\|36124;2026-06-23\|95.04\|1.12\|91.92\|99.55\|90.81\|28263;2026-06-24\|94.50\|-0.57\|94.04\|98.96\|91.10\|18347;2026-06-25\|63.93\|-1.80\|64.24\|66.10\|62.11\|30447;2026-06-26\|62.00\|-3.02\|63.62\|63.62\|59.08\|34621;2026-06-29\|74.40\|20.00\|61.81\|74.40\|61.21\|61002;2026-06-30\|81.90\|10.08\|78.36\|85.00\|75.80\|76373;2026-07-01\|85.34\|4.20\|83.12\|88.40\|80.75\|51991;2026-07-02\|73.80\|-13.52\|82.91\|85.99\|73.33\|64193;2026-07-03\|77.83\|5.46\|75.28\|79.25\|73.30\|47152;2026-07-06\|77.42\|-0.53\|78.00\|84.95\|76.78\|36518;2026-07-07\|70.78\|-8.58\|77.42\|77.53\|69.73\|30330;2026-07-08\|72.00\|1.72\|72.04\|74.59\|68.60\|27502;2026-07-09\|73.18\|1.64\|72.40\|76.86\|69.58\|27055;2026-07-10\|72.23\|-1.30\|74.64\|75.06\|71.20\|23629
117905	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：存储短缺或持续至2027年下半年，AI数据中心建设加速，公司SWIFT1系列芯片适配高带宽视频数据处理需求；涨停缘由：国内RISC-V视频桥接芯片龙头，MIPI收发带宽达17.6Gbps，契合AI服务器视频预处理及边缘推理场景；资金逻辑：资金沿‘算电协同’政策主线向国产芯片上游延伸，RISC-V生态获政策加码，机构调研频次显著提升；风险提示：公司尚未披露与AI服务器厂商批量合作进展，2025年营收规模较小，盈利稳定性待验证	公司是中国RISC-V产业联盟第二届理事会理事，国内领先的半导体和集成电路设计企业之一，SWIFT1家族产品定位高带宽的视频数据处理和桥接可编程系统级芯片市场，产品集成了RISC-V处理器核等资源以实现专用领域的系统级功能，在保持低功耗的前提下，提供高达17.6Gbps 带宽的 MIPI 数据收发能力	2026-03-03\|30.54\|-5.04\|32.06\|32.51\|30.33\|106601;2026-03-04\|29.57\|-3.18\|30.13\|30.70\|29.29\|69745;2026-03-05\|31.14\|5.31\|30.37\|32.79\|29.88\|123741;2026-03-06\|30.69\|-1.45\|30.95\|31.45\|30.55\|58139;2026-03-09\|30.95\|0.85\|30.15\|31.08\|29.03\|80540;2026-03-10\|31.25\|0.97\|31.50\|31.95\|30.98\|67003;2026-03-11\|30.44\|-2.59\|31.05\|31.99\|30.41\|84395;2026-03-12\|29.44\|-3.29\|30.29\|30.84\|29.33\|67790;2026-03-13\|29.10\|-1.15\|29.33\|29.38\|28.57\|78042;2026-03-16\|28.57\|-1.82\|28.88\|28.91\|27.51\|69975;2026-03-17\|29.30\|2.56\|28.99\|30.29\|28.50\|110439;2026-03-18\|32.81\|11.98\|29.44\|33.47\|29.00\|232577;2026-03-19\|31.02\|-5.46\|32.15\|32.30\|30.93\|135334;2026-03-20\|29.76\|-4.06\|30.80\|31.26\|29.76\|116983;2026-03-23\|29.98\|0.74\|28.96\|31.63\|28.41\|175786;2026-03-24\|29.90\|-0.27\|30.00\|30.30\|28.18\|129342;2026-03-25\|30.56\|2.21\|30.00\|31.70\|29.90\|100763;2026-03-26\|29.74\|-2.68\|30.69\|31.28\|29.50\|68279;2026-03-27\|30.58\|2.82\|29.18\|31.13\|28.91\|81787;2026-03-30\|31.01\|1.41\|30.08\|31.44\|29.72\|92902;2026-03-31\|30.00\|-3.26\|30.62\|31.08\|29.81\|103833;2026-04-01\|30.01\|0.03\|30.77\|30.94\|29.80\|74823;2026-04-02\|27.23\|-9.26\|29.92\|29.92\|27.00\|152288;2026-04-03\|26.79\|-1.62\|27.50\|27.55\|26.19\|69104;2026-04-07\|26.69\|-0.37\|27.00\|27.93\|26.57\|56954;2026-04-08\|29.27\|9.67\|27.69\|29.30\|27.60\|127100;2026-04-09\|28.75\|-1.78\|29.06\|29.48\|28.60\|60506;2026-04-10\|28.47\|-0.97\|29.20\|29.52\|28.43\|50260;2026-04-13\|28.89\|1.48\|28.20\|29.66\|28.00\|74423;2026-04-14\|29.37\|1.66\|29.30\|29.79\|29.02\|63162;2026-04-15\|30.11\|2.52\|29.54\|31.30\|29.41\|105130;2026-04-16\|30.28\|0.56\|30.21\|30.95\|29.90\|61948;2026-04-17\|30.67\|1.29\|30.10\|30.94\|30.00\|52829;2026-04-20\|31.09\|1.37\|30.81\|32.18\|30.50\|84484;2026-04-21\|30.11\|-3.15\|31.00\|31.41\|29.89\|66721;2026-04-22\|30.26\|0.50\|30.09\|30.34\|29.56\|58072;2026-04-23\|29.96\|-0.99\|30.24\|30.95\|29.61\|70335;2026-04-24\|29.97\|0.03\|29.87\|30.86\|29.83\|69170;2026-04-27\|30.92\|3.17\|30.28\|30.97\|29.73\|73639;2026-04-28\|29.95\|-3.14\|30.72\|31.08\|29.70\|74436;2026-04-29\|31.52\|5.24\|31.30\|32.25\|30.79\|124852;2026-04-30\|33.67\|6.82\|32.40\|33.99\|31.60\|154156;2026-05-06\|35.53\|5.52\|34.35\|36.55\|34.35\|238109;2026-05-07\|36.96\|4.02\|35.58\|37.29\|35.56\|162879;2026-05-08\|37.08\|0.32\|36.85\|37.58\|36.09\|125897;2026-05-11\|39.20\|5.72\|37.76\|39.28\|37.21\|174945;2026-05-12\|38.77\|-1.10\|39.26\|39.80\|38.23\|133408;2026-05-13\|39.87\|2.84\|38.20\|40.23\|37.40\|140687;2026-05-14\|39.85\|-0.05\|39.92\|40.85\|38.73\|117957;2026-05-15\|43.88\|10.11\|39.89\|45.60\|39.89\|223001;2026-05-18\|44.50\|1.41\|43.14\|46.98\|42.86\|198289;2026-05-19\|45.88\|3.10\|44.10\|46.13\|43.30\|132052;2026-05-20\|48.40\|5.49\|46.33\|48.77\|46.33\|144011;2026-05-21\|45.00\|-7.02\|48.40\|49.86\|44.95\|179983;2026-05-22\|46.77\|3.93\|46.70\|47.50\|44.91\|139764;2026-05-25\|48.78\|4.30\|46.76\|49.20\|44.51\|145899;2026-05-26\|46.94\|-3.77\|49.00\|49.48\|46.00\|137563;2026-05-27\|45.88\|-2.26\|47.52\|48.13\|45.20\|126957;2026-05-28\|45.20\|-1.48\|45.03\|46.07\|44.52\|108737;2026-05-29\|41.00\|-9.29\|45.20\|45.61\|40.72\|161196;2026-06-01\|46.17\|12.61\|40.86\|49.20\|40.55\|308434;2026-06-02\|43.39\|-6.02\|46.13\|47.40\|43.11\|193415;2026-06-03\|43.44\|0.12\|43.30\|46.34\|42.51\|145743;2026-06-04\|44.46\|2.35\|42.30\|46.53\|42.10\|119901;2026-06-05\|42.27\|-4.93\|43.50\|44.39\|41.98\|112663;2026-06-08\|38.76\|-8.30\|40.05\|41.50\|38.14\|150537;2026-06-09\|40.60\|4.75\|39.50\|41.17\|38.15\|129850;2026-06-10\|39.44\|-2.86\|39.80\|41.00\|38.76\|86745;2026-06-11\|39.38\|-0.15\|39.06\|40.22\|38.00\|85586;2026-06-12\|37.53\|-4.70\|40.52\|41.58\|37.40\|106336;2026-06-15\|39.38\|4.93\|37.83\|39.50\|37.83\|105734;2026-06-16\|40.68\|3.30\|39.47\|41.18\|38.81\|106545;2026-06-17\|43.31\|6.47\|40.24\|43.70\|39.77\|138727;2026-06-18\|43.80\|1.13\|43.38\|44.78\|43.08\|115460;2026-06-22\|41.94\|-4.25\|44.00\|44.44\|40.88\|105604;2026-06-23\|42.66\|1.72\|41.44\|44.20\|41.30\|98825;2026-06-24\|44.70\|4.78\|42.37\|45.26\|41.15\|126955;2026-06-25\|44.27\|-0.96\|44.79\|45.50\|43.03\|135663;2026-06-26\|42.96\|-2.96\|43.80\|44.58\|41.88\|103359;2026-06-29\|41.42\|-3.58\|42.53\|43.58\|39.57\|124849;2026-06-30\|45.60\|10.09\|41.54\|46.25\|41.05\|139854;2026-07-01\|44.44\|-2.54\|46.70\|47.46\|43.93\|120908;2026-07-02\|41.45\|-6.73\|43.56\|45.13\|41.30\|132737;2026-07-03\|40.22\|-2.97\|41.50\|42.00\|40.14\|103546;2026-07-06\|42.03\|4.50\|40.50\|42.80\|39.15\|125491;2026-07-07\|43.50\|3.50\|41.61\|45.09\|40.64\|136058;2026-07-08\|43.40\|-0.23\|44.00\|46.46\|42.00\|139095;2026-07-09\|45.12\|3.96\|43.61\|45.33\|42.60\|123055;2026-07-10\|43.18\|-4.30\|45.55\|46.35\|43.18\|13473529
117904	美团发布基于国产算力训练的万亿参数大模型	H股回购+功率半导体+智能电网大功率模块行业原因：据财联社5月13日报道，受AI数据中心需求影响，2026年开年以来，功率半导体行业迎来一轮密集涨价潮。市场研究机构表示，AIDC将成为第三代半导体的下一个爆发式增长市场，需求强劲且明确。公司原因： 1、据2026年5月13日公告，公司回购注销部分H股后总股本减少1.02亿股，控股股东中车株洲所及一致行动人持股比例被动升至50.15%，触及5%整数倍。 2、据2026年4月17日互动易，在半导体领域，公司从 1964 年开始功率半导体技术研发与产业化，通过持续投入和平台提升，已成长为同时掌握大功率晶闸管、IGBT、IGCT、SiC 器件及其组件技术的 IDM 模式企业代表，拥有芯片—模块—装置—系统完整产业链，并建有 6 英寸双极器件、8 英寸 IGBT 和 8 英寸 SiC 的产业化基地。公司生产的全系列高可靠性IGBT 产品覆盖650V-6500V全电压等级。 3、据2026年4月17日互动易，2025年公司在国内智能电网大功率模块市场的市占率保持在50%左右，获得三山岛海风、沙特柔直等国内外多个项目批量订单，器件交付和相关收入大幅提升。	在半导体领域，公司拥有芯片—模块—装置—系统完整产业链，并建有6英寸双极器件、8英寸IGBT和8英寸SiC的产业化基地	2026-03-03\|56.00\|-5.87\|59.78\|59.78\|55.79\|66074;2026-03-04\|55.30\|-1.25\|55.51\|56.61\|54.88\|52978;2026-03-05\|56.38\|1.95\|56.07\|57.53\|55.97\|46921;2026-03-06\|57.65\|2.25\|56.25\|58.74\|56.17\|43446;2026-03-09\|57.49\|-0.28\|56.76\|58.16\|54.98\|71288;2026-03-10\|57.86\|0.64\|57.31\|58.30\|57.15\|38364;2026-03-11\|57.51\|-0.60\|57.90\|58.01\|57.20\|29743;2026-03-12\|55.96\|-2.70\|57.46\|57.85\|55.81\|55256;2026-03-13\|55.90\|-0.11\|56.00\|56.56\|55.52\|35879;2026-03-16\|55.62\|-0.50\|55.73\|56.48\|55.25\|39229;2026-03-17\|54.20\|-2.55\|55.50\|55.98\|53.94\|51082;2026-03-18\|54.49\|0.54\|54.03\|54.58\|53.57\|27651;2026-03-19\|52.59\|-3.49\|53.88\|54.02\|52.39\|40650;2026-03-20\|52.63\|0.08\|52.75\|54.11\|52.61\|33813;2026-03-23\|51.06\|-2.98\|52.00\|52.14\|50.61\|50199;2026-03-24\|51.56\|0.98\|51.98\|52.14\|50.75\|28412;2026-03-25\|52.62\|2.06\|51.91\|52.88\|51.59\|41493;2026-03-26\|51.26\|-2.58\|52.50\|52.95\|51.15\|28863;2026-03-27\|51.51\|0.49\|51.26\|52.45\|51.01\|33196;2026-03-30\|50.78\|-1.42\|50.70\|51.37\|50.06\|41518;2026-03-31\|51.95\|2.30\|51.18\|53.02\|50.98\|45582;2026-04-01\|51.81\|-0.27\|52.60\|52.81\|51.19\|47943;2026-04-02\|50.85\|-1.85\|51.50\|51.69\|50.52\|34356;2026-04-03\|49.97\|-1.73\|50.71\|51.17\|49.97\|23129;2026-04-07\|49.60\|-0.74\|50.25\|50.60\|49.20\|31121;2026-04-08\|51.40\|3.63\|50.60\|51.48\|50.00\|53673;2026-04-09\|50.82\|-1.13\|51.12\|51.13\|50.59\|26418;2026-04-10\|51.24\|0.83\|51.10\|51.46\|50.74\|47776;2026-04-13\|50.05\|-2.32\|50.76\|50.86\|49.92\|36413;2026-04-14\|51.08\|2.06\|50.25\|51.13\|49.95\|47087;2026-04-15\|51.18\|0.20\|51.45\|52.18\|50.96\|48221;2026-04-16\|52.11\|1.82\|51.30\|52.21\|51.10\|44831;2026-04-17\|51.28\|-1.59\|51.90\|52.15\|50.88\|44780;2026-04-20\|52.29\|1.97\|51.40\|52.58\|51.20\|51917;2026-04-21\|52.14\|-0.29\|52.50\|52.60\|51.55\|36886;2026-04-22\|52.00\|-0.27\|52.15\|52.45\|51.50\|38439;2026-04-23\|52.29\|0.56\|52.17\|52.93\|51.88\|42944;2026-04-24\|51.82\|-0.90\|52.20\|53.09\|51.80\|50279;2026-04-27\|50.74\|-2.08\|51.70\|51.90\|50.74\|48740;2026-04-28\|48.43\|-4.55\|50.70\|50.76\|47.51\|124229;2026-04-29\|49.07\|1.32\|48.12\|49.17\|48.03\|50949;2026-04-30\|48.42\|-1.32\|49.00\|49.26\|48.02\|59468;2026-05-06\|49.40\|2.02\|48.80\|49.73\|48.48\|78399;2026-05-07\|49.53\|0.26\|49.70\|49.70\|48.99\|56577;2026-05-08\|48.86\|-1.35\|49.50\|49.50\|48.55\|62209;2026-05-11\|49.28\|0.86\|49.05\|49.89\|48.88\|91100;2026-05-12\|49.41\|0.26\|49.45\|49.92\|48.60\|77723;2026-05-13\|59.29\|20.00\|49.30\|59.29\|48.75\|279657;2026-05-14\|57.14\|-3.63\|61.00\|61.20\|56.08\|436636;2026-05-15\|55.60\|-2.70\|57.11\|58.70\|54.88\|210993;2026-05-18\|53.80\|-3.24\|55.00\|56.46\|53.11\|174984;2026-05-19\|54.85\|1.95\|53.29\|55.09\|52.45\|174899;2026-05-20\|54.43\|-0.77\|54.15\|55.35\|53.72\|130402;2026-05-21\|51.60\|-5.20\|54.87\|55.80\|51.35\|166718;2026-05-22\|59.03\|14.40\|51.90\|59.50\|51.70\|301074;2026-05-25\|59.40\|0.63\|59.04\|61.50\|57.58\|243696;2026-05-26\|58.49\|-1.53\|58.99\|60.20\|57.76\|178696;2026-05-27\|61.88\|5.80\|58.00\|63.90\|58.00\|240467;2026-05-28\|62.60\|1.16\|61.88\|62.88\|60.60\|192804;2026-05-29\|61.00\|-2.56\|64.00\|66.20\|59.69\|258650;2026-06-01\|57.70\|-5.41\|59.55\|59.60\|56.21\|191526;2026-06-02\|56.88\|-1.42\|58.22\|58.42\|56.10\|108027;2026-06-03\|57.14\|0.46\|57.18\|58.95\|56.40\|161751;2026-06-04\|58.15\|1.77\|56.40\|59.88\|56.20\|155419;2026-06-05\|55.40\|-4.73\|57.54\|57.63\|53.59\|184058;2026-06-08\|53.19\|-3.99\|53.95\|54.49\|52.02\|163414;2026-06-09\|57.90\|8.86\|53.74\|58.19\|53.10\|194878;2026-06-10\|54.55\|-5.79\|56.00\|56.78\|53.53\|134419;2026-06-11\|54.78\|0.42\|53.80\|55.49\|53.40\|118695;2026-06-12\|53.07\|-3.12\|55.95\|56.43\|51.64\|209720;2026-06-15\|55.33\|4.26\|52.21\|55.65\|52.12\|163085;2026-06-16\|57.11\|3.22\|55.59\|59.10\|55.59\|159434;2026-06-17\|58.62\|2.64\|56.51\|58.78\|56.30\|121501;2026-06-18\|58.70\|0.14\|58.91\|59.78\|57.99\|163106;2026-06-22\|60.46\|3.00\|59.88\|62.58\|59.40\|220738;2026-06-23\|61.58\|1.85\|59.88\|62.78\|58.50\|208327;2026-06-24\|61.27\|-0.50\|61.00\|63.75\|60.31\|173497;2026-06-25\|60.45\|-1.34\|61.52\|62.30\|59.80\|161860;2026-06-26\|59.63\|-1.36\|60.00\|63.27\|58.80\|209725;2026-06-29\|62.26\|4.41\|62.00\|64.75\|60.05\|295295;2026-06-30\|68.66\|10.28\|63.90\|68.72\|62.68\|312758;2026-07-01\|64.50\|-6.06\|69.25\|69.27\|63.38\|290122;2026-07-02\|59.77\|-7.33\|63.14\|63.62\|59.50\|246431;2026-07-03\|57.49\|-3.81\|59.69\|60.29\|57.44\|163539;2026-07-06\|57.04\|-0.78\|58.00\|58.49\|55.60\|139814;2026-07-07\|55.98\|-1.86\|56.55\|57.56\|55.16\|199992;2026-07-08\|53.17\|-5.02\|55.75\|55.93\|53.17\|152237;2026-07-09\|54.79\|3.05\|53.17\|54.82\|51.91\|155537;2026-07-10\|50.92\|-7.06\|54.78\|55.50\|50.91\|21882162
117903	美团发布基于国产算力训练的万亿参数大模型	硅零部件+存储芯片+定增扩产行业原因：韩国政府表示，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5月29日机构调研，公司的大直径硅材料产品及其制成品硅零部件，是高端存储芯片制造所需等离子刻蚀环节中的核心耗材。据2025年年度报告，中国本土存储芯片厂商正迎来全球消费级存储需求转向的机遇，有望加速成长，公司力争抓住未来几年中国存储芯片产能大规模建设、国产化率提升的机遇。 2、据2026年5月14日公告，公司拟向特定对象发行股票募资不超过10亿元，其中5亿元用于12英寸高端刻蚀用硅零部件扩产项目，3亿元用于碳化硅陶瓷零部件研发及产业化建设项目，以强化“第二、第三增长曲线”，快速响应下游晶圆厂扩张需求。 3、据2026年1月26日机构调研，公司已取得中国本土硅零部件市场领先地位，产品已进入长江存储、长鑫存储等主流存储芯片制造厂及北方华创、中微公司等刻蚀设备制造厂供应链。据2026年5月29日机构调研，2026年中国大陆硅零部件市场规模有望达到约70亿元。	公司为刻蚀硅材料龙头，硅零部件产品由大直径硅材料加工而成，其终端主要应用于存储芯片制造厂的等离子刻蚀工艺中，是需要定期更换的核心耗材	2026-03-03\|79.50\|-9.35\|87.47\|89.77\|78.85\|82499;2026-03-04\|81.87\|2.98\|79.53\|83.96\|79.50\|54442;2026-03-05\|81.73\|-0.17\|84.70\|85.21\|80.76\|50178;2026-03-06\|82.50\|0.94\|80.51\|83.48\|80.51\|33505;2026-03-09\|79.40\|-3.76\|77.00\|80.00\|75.36\|55414;2026-03-10\|82.65\|4.09\|81.50\|83.00\|80.10\|42332;2026-03-11\|79.00\|-4.42\|83.00\|83.15\|78.90\|57716;2026-03-12\|78.00\|-1.27\|78.45\|79.98\|76.69\|39558;2026-03-13\|76.17\|-2.35\|77.00\|78.98\|76.08\|39940;2026-03-16\|79.20\|3.98\|76.87\|80.45\|75.36\|52477;2026-03-17\|75.72\|-4.39\|80.30\|80.30\|75.70\|33646;2026-03-18\|79.42\|4.89\|76.50\|79.90\|76.50\|48103;2026-03-19\|75.60\|-4.81\|77.03\|78.30\|75.15\|48586;2026-03-20\|74.89\|-0.94\|75.00\|78.80\|74.89\|47725;2026-03-23\|70.20\|-6.26\|72.90\|74.37\|69.62\|46948;2026-03-24\|71.60\|1.99\|71.53\|71.88\|68.01\|57633;2026-03-25\|72.27\|0.94\|72.03\|74.30\|70.70\|52385;2026-03-26\|70.50\|-2.45\|71.50\|72.10\|70.15\|34527;2026-03-27\|70.85\|0.50\|70.65\|71.38\|68.33\|46582;2026-03-30\|69.86\|-1.40\|68.95\|70.66\|68.52\|37462;2026-03-31\|67.35\|-3.59\|69.28\|69.97\|67.30\|37566;2026-04-01\|70.43\|4.57\|69.64\|70.72\|68.58\|48378;2026-04-02\|67.00\|-4.87\|70.01\|70.93\|66.80\|52600;2026-04-03\|67.68\|1.01\|68.30\|68.50\|66.70\|37230;2026-04-07\|69.41\|2.56\|67.90\|71.38\|67.90\|41327;2026-04-08\|75.16\|8.28\|73.00\|75.24\|72.01\|66032;2026-04-09\|74.38\|-1.04\|73.75\|75.50\|73.01\|46137;2026-04-10\|74.05\|-0.44\|75.49\|76.49\|73.91\|50791;2026-04-13\|72.69\|-1.84\|73.07\|75.49\|72.50\|53398;2026-04-14\|75.32\|3.62\|74.00\|76.00\|73.88\|63563;2026-04-15\|72.87\|-3.25\|76.00\|77.15\|72.38\|56807;2026-04-16\|74.37\|2.06\|72.80\|75.10\|71.88\|50497;2026-04-17\|75.48\|1.49\|74.37\|76.10\|73.50\|47047;2026-04-20\|76.50\|1.35\|76.49\|77.43\|74.71\|59961;2026-04-21\|79.33\|3.70\|77.30\|79.80\|74.82\|83291;2026-04-22\|83.72\|5.53\|78.97\|84.29\|77.00\|92204;2026-04-23\|81.97\|-2.09\|83.80\|85.08\|81.30\|78552;2026-04-24\|82.71\|0.90\|80.65\|83.27\|78.89\|63305;2026-04-27\|70.39\|-14.90\|78.93\|78.93\|70.38\|167763;2026-04-28\|68.53\|-2.64\|70.90\|71.97\|67.90\|96236;2026-04-29\|70.01\|2.16\|68.16\|70.99\|66.71\|80508;2026-04-30\|71.28\|1.81\|70.50\|71.82\|69.28\|65502;2026-05-06\|81.41\|14.21\|73.88\|83.88\|73.88\|159152;2026-05-07\|83.69\|2.80\|81.20\|85.49\|79.88\|106484;2026-05-08\|83.56\|-0.16\|82.48\|84.87\|80.86\|76439;2026-05-11\|94.70\|13.33\|87.00\|97.36\|83.38\|158403;2026-05-12\|92.36\|-2.47\|94.00\|94.12\|89.62\|90316;2026-05-13\|95.50\|3.40\|89.95\|97.10\|89.95\|98140;2026-05-14\|96.13\|0.66\|95.00\|99.13\|92.60\|129691;2026-05-15\|96.31\|0.19\|95.43\|100.10\|90.61\|127536;2026-05-18\|96.10\|-0.22\|97.00\|102.80\|95.10\|119262;2026-05-19\|99.85\|3.90\|95.00\|100.00\|93.01\|107641;2026-05-20\|107.38\|7.54\|101.10\|110.00\|101.10\|128628;2026-05-21\|93.98\|-12.48\|110.00\|111.00\|93.00\|168212;2026-05-22\|94.65\|0.71\|96.00\|96.30\|91.51\|101717;2026-05-25\|96.42\|1.87\|93.93\|98.58\|92.00\|95186;2026-05-26\|93.09\|-3.45\|95.45\|96.49\|89.12\|92857;2026-05-27\|89.74\|-3.60\|95.07\|95.88\|89.20\|70803;2026-05-28\|91.15\|1.57\|89.08\|92.00\|87.13\|64896;2026-05-29\|85.47\|-6.23\|91.05\|91.87\|83.50\|98617;2026-06-01\|80.85\|-5.41\|84.66\|85.72\|80.61\|56128;2026-06-02\|79.43\|-1.76\|82.30\|82.30\|78.09\|59724;2026-06-03\|86.10\|8.40\|79.33\|89.68\|79.33\|108153;2026-06-04\|89.00\|3.37\|84.01\|90.36\|84.01\|80267;2026-06-05\|87.30\|-1.91\|86.73\|92.25\|84.70\|78150;2026-06-08\|81.96\|-6.12\|83.00\|85.17\|80.16\|53088;2026-06-09\|93.06\|13.79\|83.90\|93.98\|81.26\|113477;2026-06-10\|90.41\|-2.85\|91.08\|95.63\|88.60\|108457;2026-06-11\|99.55\|10.11\|90.07\|103.00\|90.07\|138874;2026-06-12\|104.10\|4.57\|107.53\|119.46\|103.00\|245432;2026-06-15\|111.80\|7.40\|106.85\|115.20\|98.00\|190418;2026-06-16\|110.94\|-0.77\|111.60\|113.43\|109.00\|109224;2026-06-17\|121.71\|9.71\|108.70\|121.99\|107.60\|161732;2026-06-18\|124.37\|2.19\|121.03\|130.30\|119.00\|163276;2026-06-22\|128.54\|3.35\|129.20\|130.88\|122.98\|141004;2026-06-23\|124.93\|-2.81\|128.93\|134.70\|122.00\|110003;2026-06-24\|141.90\|13.58\|124.44\|141.90\|123.04\|117142;2026-06-25\|153.66\|8.29\|142.92\|156.99\|142.92\|147120;2026-06-26\|161.94\|5.39\|152.50\|165.98\|148.10\|124957;2026-06-29\|194.33\|20.00\|184.14\|194.33\|179.17\|223185;2026-06-30\|214.42\|10.34\|190.00\|220.01\|182.00\|200688;2026-07-01\|238.56\|11.26\|213.00\|247.00\|210.46\|179728;2026-07-02\|203.97\|-14.50\|224.26\|233.26\|196.12\|241733;2026-07-03\|188.29\|-7.69\|199.51\|203.50\|185.36\|166257;2026-07-06\|180.55\|-4.11\|190.50\|194.90\|173.33\|133938;2026-07-07\|182.00\|0.80\|184.00\|186.62\|174.45\|116601;2026-07-08\|174.80\|-3.96\|185.50\|188.89\|173.00\|125203;2026-07-09\|196.90\|12.64\|183.50\|198.00\|180.50\|148473;2026-07-10\|173.01\|-12.13\|199.83\|204.69\|173.00\|16482847
117902	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：振芯科技因美团万亿参数大模型依托国产算力训练而涨停，公司北斗关键器件及数模混合IC可支撑边缘AI算力节点建设，新橙北斗卫星应用亦契合AI+政务场景；涨停缘由：美团大模型强化国产AI算力基础设施需求；公司北斗芯片、频率合成器、SDR等产品可用于边缘AI终端及数据中心配套；新橙北斗在应急管理、精准城市等领域具备AI融合潜力；国产替代逻辑持续强化；资金逻辑：国产芯片板块情绪高涨，振芯科技作为具备军民融合属性的信号链龙头获机构与游资共同关注；风险提示：AI相关业务尚未形成明确收入来源；北斗民用市场拓展进度存在不确定性	1、公司主要从事集成电路设计、部分测试和销售，产品以处理模拟和数字信号的数模混合集成电路为主，形成了北斗关键器件、转换器、软件无线电（SDR）、频率合成器、视频接口、硅基多功能MMIC等六大重点系列数百种产品； 2、子公司新橙北斗主要从事北斗+卫星综合应用业务，应用于国土地灾、应急管理、交通运输、精准城市等领域。	2026-03-03\|24.59\|-9.99\|27.00\|27.01\|24.45\|369379;2026-03-04\|24.75\|0.65\|24.30\|25.42\|24.20\|222806;2026-03-05\|24.80\|0.20\|25.13\|25.75\|24.62\|147499;2026-03-06\|24.84\|0.16\|24.62\|25.14\|24.51\|104080;2026-03-09\|24.66\|-0.72\|24.39\|24.78\|23.96\|164194;2026-03-10\|25.08\|1.70\|24.93\|25.50\|24.82\|126186;2026-03-11\|24.86\|-0.88\|25.09\|25.34\|24.81\|102266;2026-03-12\|23.11\|-7.04\|24.44\|24.49\|22.70\|467365;2026-03-13\|22.80\|-1.34\|22.88\|23.30\|22.61\|165714;2026-03-16\|22.99\|0.83\|22.80\|23.00\|22.40\|145084;2026-03-17\|22.40\|-2.57\|23.03\|23.14\|22.34\|118854;2026-03-18\|22.75\|1.56\|22.61\|23.10\|22.47\|222894;2026-03-19\|22.01\|-3.25\|22.58\|22.60\|21.92\|158062;2026-03-20\|21.15\|-3.91\|22.16\|22.41\|21.13\|164061;2026-03-23\|19.82\|-6.29\|20.90\|21.00\|19.58\|209537;2026-03-24\|20.39\|2.88\|20.30\|20.42\|19.81\|166970;2026-03-25\|20.64\|1.23\|20.46\|20.87\|20.46\|123771;2026-03-26\|20.12\|-2.52\|20.67\|20.75\|19.92\|122684;2026-03-27\|20.18\|0.30\|19.85\|20.30\|19.71\|98233;2026-03-30\|20.45\|1.34\|19.88\|20.61\|19.88\|137142;2026-03-31\|20.20\|-1.22\|20.32\|20.95\|20.15\|152892;2026-04-01\|20.52\|1.58\|20.62\|20.75\|20.28\|112191;2026-04-02\|19.84\|-3.31\|20.30\|20.53\|19.73\|110916;2026-04-03\|19.34\|-2.52\|19.97\|20.05\|19.34\|86972;2026-04-07\|19.53\|0.98\|19.45\|19.67\|19.34\|83930;2026-04-08\|20.94\|7.22\|20.00\|20.95\|20.00\|166171;2026-04-09\|20.47\|-2.24\|20.75\|20.83\|20.41\|123875;2026-04-10\|20.65\|0.88\|20.66\|21.05\|20.62\|101390;2026-04-13\|20.63\|-0.10\|20.62\|20.80\|20.44\|94511;2026-04-14\|21.25\|3.01\|20.83\|21.27\|20.71\|174772;2026-04-15\|21.08\|-0.80\|21.31\|21.73\|20.99\|202504;2026-04-16\|21.30\|1.04\|21.12\|21.42\|20.87\|132712;2026-04-17\|21.64\|1.60\|21.26\|21.73\|21.18\|146087;2026-04-20\|22.29\|3.00\|21.70\|22.37\|21.63\|231843;2026-04-21\|23.59\|5.83\|22.48\|24.13\|22.35\|521064;2026-04-22\|23.47\|-0.51\|23.03\|23.78\|22.72\|335338;2026-04-23\|22.77\|-2.98\|23.28\|23.60\|22.63\|261288;2026-04-24\|22.03\|-3.25\|22.41\|22.62\|21.88\|188148;2026-04-27\|22.38\|1.59\|21.95\|22.58\|21.35\|186082;2026-04-28\|21.20\|-5.27\|21.63\|21.64\|20.70\|221008;2026-04-29\|19.67\|-7.22\|20.78\|20.78\|19.54\|328643;2026-04-30\|19.59\|-0.41\|19.46\|19.93\|19.17\|197894;2026-05-06\|20.74\|5.87\|19.85\|21.64\|19.81\|306792;2026-05-07\|21.30\|2.70\|20.95\|21.60\|20.75\|191229;2026-05-08\|21.58\|1.31\|21.12\|21.64\|20.87\|191480;2026-05-11\|21.64\|0.28\|21.69\|22.01\|21.42\|177949;2026-05-12\|20.94\|-3.23\|21.67\|21.67\|20.84\|151204;2026-05-13\|21.19\|1.19\|20.94\|21.35\|20.52\|142035;2026-05-14\|20.07\|-5.29\|21.30\|21.33\|20.07\|165924;2026-05-15\|20.30\|1.15\|20.29\|20.78\|19.72\|191085;2026-05-18\|20.21\|-0.44\|20.18\|20.78\|19.86\|104448;2026-05-19\|20.41\|0.99\|20.21\|20.60\|19.94\|167387;2026-05-20\|20.32\|-0.44\|20.25\|20.84\|19.73\|253512;2026-05-21\|19.20\|-5.51\|20.38\|20.40\|19.17\|215827;2026-05-22\|19.26\|0.31\|19.25\|19.43\|18.96\|111316;2026-05-25\|19.19\|-0.36\|19.32\|19.72\|18.90\|128331;2026-05-26\|18.24\|-4.95\|19.01\|19.05\|17.92\|195575;2026-05-27\|18.00\|-1.32\|18.24\|18.83\|17.96\|147131;2026-05-28\|18.19\|1.06\|18.01\|18.27\|17.75\|115481;2026-05-29\|17.23\|-5.28\|18.29\|18.59\|17.14\|150967;2026-06-01\|17.11\|-0.70\|17.16\|17.40\|17.07\|98874;2026-06-02\|16.73\|-2.22\|17.20\|17.20\|16.46\|128994;2026-06-03\|16.85\|0.72\|16.63\|17.23\|16.60\|114254;2026-06-04\|16.75\|-0.59\|16.72\|16.86\|16.55\|87384;2026-06-05\|16.97\|1.31\|16.75\|17.26\|16.49\|133556;2026-06-08\|16.13\|-4.95\|16.61\|16.77\|15.76\|139449;2026-06-09\|16.46\|2.05\|16.24\|16.52\|16.10\|83886;2026-06-10\|16.08\|-2.31\|16.37\|16.56\|15.95\|73286;2026-06-11\|15.84\|-1.49\|15.99\|16.07\|15.56\|78016;2026-06-12\|16.44\|3.79\|15.95\|16.87\|15.95\|133567;2026-06-15\|16.70\|1.58\|16.60\|16.76\|16.45\|92970;2026-06-16\|16.51\|-1.14\|16.73\|16.78\|16.36\|96920;2026-06-17\|16.28\|-1.39\|16.51\|16.63\|16.18\|89125;2026-06-18\|16.19\|-0.55\|16.17\|16.53\|16.01\|84785;2026-06-22\|15.96\|-1.42\|16.17\|16.33\|15.50\|129078;2026-06-23\|15.92\|-0.25\|15.96\|16.51\|15.73\|109759;2026-06-24\|15.76\|-1.00\|16.06\|16.07\|15.45\|95181;2026-06-25\|15.49\|-1.71\|15.73\|15.96\|15.36\|91704;2026-06-26\|14.97\|-3.36\|15.40\|15.44\|14.95\|117340;2026-06-29\|14.65\|-2.14\|14.99\|15.00\|14.44\|136035;2026-06-30\|16.17\|10.38\|14.70\|16.60\|14.59\|248578;2026-07-01\|16.86\|4.27\|16.17\|17.12\|16.09\|228251;2026-07-02\|16.53\|-1.96\|17.00\|17.13\|16.47\|171957;2026-07-03\|16.66\|0.79\|16.64\|16.87\|16.27\|149267;2026-07-06\|16.14\|-3.12\|16.92\|17.15\|16.05\|159154;2026-07-07\|15.49\|-4.03\|16.10\|16.13\|15.37\|110351;2026-07-08\|15.37\|-0.77\|15.55\|15.73\|15.27\|87158;2026-07-09\|15.66\|1.89\|15.40\|15.79\|14.98\|103492;2026-07-10\|16.43\|4.92\|15.67\|17.05\|15.41\|215349
117901	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ESP32系列芯片已切入MR设备配套外设及AI智能玩具‘显眼包’供应链，受益于AI硬件终端爆发；叠加海外TikTok生态带动AI玩具出海热潮，订单可见度提升；Wi-Fi MCU全球市占率稳居前三，客户导入节奏加快；涨停缘由：MR产业链配套放量、AI玩具出海需求激增、ESP32芯片在AIoT领域生态优势凸显；资金逻辑：游资与机构协同拉升，资金聚焦AI硬件底层芯片标的，4月20日板块内领涨，成交额环比放大120%；风险提示：MR设备量产进度不及预期可能影响配套需求；AI玩具客户集中度较高，存在单一客户依赖风险	公司的ESP32芯片可以用于MR产业链、AI玩具“显眼包”等	2026-03-03\|158.32\|-5.75\|167.61\|168.50\|158.00\|36715;2026-03-04\|153.16\|-3.26\|157.09\|160.26\|152.50\|29377;2026-03-05\|154.44\|0.84\|156.88\|157.19\|153.51\|19203;2026-03-06\|154.73\|0.19\|153.00\|156.58\|153.00\|13649;2026-03-09\|152.85\|-1.22\|152.06\|153.49\|147.08\|24247;2026-03-10\|159.03\|4.04\|158.98\|164.47\|158.00\|38696;2026-03-11\|156.25\|-1.75\|158.98\|160.00\|155.01\|23453;2026-03-12\|154.18\|-1.32\|155.68\|158.01\|152.54\|17430;2026-03-13\|151.01\|-2.06\|153.20\|154.41\|150.50\|17860;2026-03-16\|153.70\|1.78\|151.00\|153.76\|147.26\|21630;2026-03-17\|150.02\|-2.39\|153.86\|154.77\|149.81\|18425;2026-03-18\|151.00\|0.65\|151.75\|151.90\|149.00\|17896;2026-03-19\|145.14\|-3.88\|147.99\|149.41\|144.51\|25847;2026-03-20\|142.99\|-1.48\|146.33\|147.63\|142.90\|21863;2026-03-23\|138.60\|-3.07\|140.14\|144.68\|137.50\|30985;2026-03-24\|138.97\|0.27\|140.80\|141.83\|135.12\|24330;2026-03-25\|140.78\|1.30\|141.26\|142.84\|139.80\|22631;2026-03-26\|137.70\|-2.19\|141.00\|143.59\|137.18\|21487;2026-03-27\|144.90\|5.23\|136.25\|147.36\|136.21\|36516;2026-03-30\|143.80\|-0.76\|142.28\|145.28\|141.60\|21631;2026-03-31\|146.96\|2.20\|143.15\|152.32\|143.15\|37357;2026-04-01\|146.75\|-0.14\|149.47\|150.27\|146.00\|25585;2026-04-02\|142.29\|-3.04\|146.12\|146.50\|141.04\|19706;2026-04-03\|141.03\|-0.89\|142.40\|143.92\|140.40\|15089;2026-04-07\|141.83\|0.57\|141.31\|143.67\|141.00\|14173;2026-04-08\|151.00\|6.47\|146.68\|151.00\|145.00\|38165;2026-04-09\|146.89\|-2.72\|147.80\|149.99\|146.60\|22814;2026-04-10\|148.80\|1.30\|151.36\|155.60\|148.71\|34390;2026-04-13\|148.34\|-0.31\|146.50\|150.60\|146.46\|20427;2026-04-14\|153.10\|3.21\|150.36\|155.99\|150.06\|35992;2026-04-15\|151.10\|-1.31\|154.53\|154.78\|150.49\|26360;2026-04-16\|152.00\|0.60\|151.58\|152.80\|150.08\|22194;2026-04-17\|152.70\|0.46\|152.41\|154.33\|151.00\|24883;2026-04-20\|171.00\|11.98\|155.22\|172.00\|154.10\|97880;2026-04-21\|167.80\|-1.87\|166.18\|169.28\|160.66\|73110;2026-04-22\|169.38\|0.94\|166.50\|170.99\|165.56\|46379;2026-04-23\|165.00\|-2.59\|167.77\|169.40\|163.20\|45114;2026-04-24\|173.58\|5.20\|165.96\|174.80\|165.00\|79975;2026-04-27\|176.25\|1.54\|172.00\|178.88\|170.00\|74808;2026-04-28\|167.01\|-5.24\|173.98\|174.97\|166.02\|55923;2026-04-29\|168.58\|0.94\|167.00\|169.73\|163.96\|40946;2026-04-30\|172.12\|2.10\|168.00\|174.74\|166.50\|49507;2026-05-06\|174.80\|1.56\|173.50\|178.95\|173.40\|68577;2026-05-07\|179.49\|2.68\|174.71\|180.38\|172.40\|69981;2026-05-08\|174.78\|-2.62\|176.09\|178.80\|173.10\|47742;2026-05-11\|176.68\|1.09\|177.60\|179.48\|175.14\|55395;2026-05-12\|173.93\|-1.56\|176.04\|177.50\|172.00\|41505;2026-05-13\|179.73\|3.33\|172.00\|183.83\|168.19\|74360;2026-05-14\|175.01\|-2.63\|180.50\|180.95\|173.88\|48747;2026-05-15\|178.43\|1.95\|175.01\|185.58\|172.50\|75608;2026-05-18\|183.79\|3.00\|178.43\|188.68\|176.01\|83904;2026-05-19\|189.00\|2.83\|181.96\|191.48\|176.05\|92481;2026-05-20\|188.58\|-0.22\|186.88\|191.88\|182.21\|80982;2026-05-21\|177.72\|-5.76\|188.58\|194.57\|177.00\|99396;2026-05-22\|183.00\|2.97\|181.01\|183.86\|177.00\|58094;2026-05-25\|186.11\|1.70\|182.01\|187.80\|178.98\|62737;2026-05-26\|183.45\|-1.43\|185.08\|185.28\|177.00\|63966;2026-05-27\|181.08\|-1.29\|183.50\|192.50\|180.20\|76930;2026-05-28\|179.13\|-1.08\|178.50\|181.88\|173.58\|64243;2026-05-29\|167.60\|-6.44\|181.30\|181.87\|166.00\|74344;2026-06-01\|164.78\|-1.68\|170.92\|175.68\|164.28\|60319;2026-06-02\|162.72\|-1.25\|165.11\|165.94\|158.50\|46961;2026-06-03\|168.00\|3.24\|165.64\|171.72\|164.24\|58702;2026-06-04\|168.60\|0.36\|165.55\|174.00\|162.77\|40674;2026-06-05\|120.25\|0.15\|118.50\|123.69\|117.07\|59395;2026-06-08\|115.01\|-4.36\|114.00\|117.72\|110.69\|84915;2026-06-09\|119.89\|4.24\|117.19\|120.98\|115.57\|58638;2026-06-10\|116.09\|-3.17\|118.45\|119.49\|115.09\|46835;2026-06-11\|112.44\|-3.14\|115.42\|117.88\|111.12\|48592;2026-06-12\|112.00\|-0.39\|114.54\|116.48\|110.89\|77165;2026-06-15\|119.09\|6.33\|112.78\|119.38\|111.31\|64961;2026-06-16\|121.00\|1.60\|120.00\|123.00\|119.31\|53548;2026-06-17\|122.40\|1.16\|119.46\|122.66\|118.56\|43655;2026-06-18\|127.96\|4.54\|122.50\|130.13\|121.40\|90212;2026-06-22\|123.11\|-3.79\|125.89\|126.60\|120.12\|87680;2026-06-23\|122.50\|-0.50\|122.51\|128.99\|118.98\|77043;2026-06-24\|123.55\|0.86\|121.50\|124.93\|119.28\|62045;2026-06-25\|124.23\|0.55\|123.78\|124.79\|120.37\|81989;2026-06-26\|118.00\|-5.01\|122.43\|123.77\|115.78\|74664;2026-06-29\|115.89\|-1.79\|117.01\|120.47\|110.95\|78870;2026-06-30\|127.92\|10.38\|116.86\|128.30\|115.55\|118333;2026-07-01\|126.76\|-0.91\|129.00\|133.00\|124.81\|92974;2026-07-02\|122.99\|-2.97\|122.95\|129.79\|120.30\|89478;2026-07-03\|120.11\|-2.34\|122.87\|125.85\|119.80\|83623;2026-07-06\|115.64\|-3.72\|121.10\|122.03\|111.11\|102800;2026-07-07\|116.00\|0.31\|114.38\|124.60\|112.58\|98341;2026-07-08\|118.31\|1.99\|118.50\|122.48\|116.68\|104591;2026-07-09\|121.30\|2.53\|118.80\|121.67\|115.09\|90801;2026-07-10\|123.77\|2.04\|122.06\|131.77\|121.51\|12836604
117900	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：思特威因美团大模型推动AI终端视觉感知升级而涨停，公司为安防及机器视觉CMOS图像传感器龙头，机构预期将进入华为50MP智能手机摄像头供应链；涨停缘由：美团大模型加速AI终端普及，带动高分辨率图像传感器需求；公司在安防、机器视觉领域市占率领先；华为手机影像升级计划明确，50MP主摄方案导入预期增强；AI视觉算法对传感器性能提出更高要求；资金逻辑：AI视觉芯片标的受资金追捧，思特威作为国产CIS龙头获增量资金配置；风险提示：进入华为供应链尚未公告确认；手机CIS市场竞争激烈，毛利率承压风险犹存	安防领域、机器视觉领域领先的CMOS图像传感器供应商；机构预计公司将进入华为智能手机的50MP摄像头供应链	2026-03-03\|92.04\|-4.70\|96.59\|99.29\|91.80\|102970;2026-03-04\|90.43\|-1.75\|90.90\|93.65\|90.23\|72449;2026-03-05\|89.68\|-0.83\|92.10\|92.79\|89.03\|76355;2026-03-06\|89.50\|-0.20\|89.60\|90.60\|88.52\|53446;2026-03-09\|85.83\|-4.10\|87.81\|87.87\|82.80\|89760;2026-03-10\|87.91\|2.42\|86.99\|88.94\|86.99\|61928;2026-03-11\|86.54\|-1.56\|88.30\|88.89\|86.54\|53420;2026-03-12\|85.04\|-1.73\|86.15\|87.80\|84.57\|55504;2026-03-13\|84.76\|-0.33\|84.30\|85.75\|83.83\|54901;2026-03-16\|85.32\|0.66\|84.66\|85.40\|83.13\|54663;2026-03-17\|84.01\|-1.54\|85.50\|86.33\|84.00\|47338;2026-03-18\|84.58\|0.68\|84.56\|84.94\|83.16\|42178;2026-03-19\|80.94\|-4.30\|82.81\|82.81\|80.65\|70135;2026-03-20\|79.30\|-2.03\|81.30\|81.69\|79.30\|60471;2026-03-23\|76.08\|-4.06\|78.10\|78.98\|75.39\|66473;2026-03-24\|77.50\|1.87\|77.11\|77.78\|75.06\|49858;2026-03-25\|78.61\|1.43\|78.49\|79.48\|77.90\|59237;2026-03-26\|77.10\|-1.92\|78.60\|79.33\|76.81\|48095;2026-03-27\|77.25\|0.19\|76.30\|78.01\|76.00\|46675;2026-03-30\|79.23\|2.56\|76.11\|79.30\|74.02\|64078;2026-03-31\|82.60\|4.25\|78.88\|84.89\|78.71\|130421;2026-04-01\|86.20\|4.36\|83.79\|86.65\|82.19\|116800;2026-04-02\|84.04\|-2.51\|84.80\|86.44\|83.38\|80928;2026-04-03\|90.27\|7.41\|85.05\|91.40\|84.19\|144584;2026-04-07\|90.27\|0.00\|90.27\|92.22\|88.80\|93016;2026-04-08\|96.23\|6.60\|92.00\|96.25\|90.33\|153120;2026-04-09\|93.75\|-2.58\|94.49\|94.70\|92.65\|88581;2026-04-10\|93.95\|0.21\|94.91\|95.88\|93.88\|73192;2026-04-13\|92.51\|-1.53\|93.35\|94.27\|92.31\|78814;2026-04-14\|92.65\|0.15\|93.87\|95.99\|91.82\|87225;2026-04-15\|92.00\|-0.70\|93.65\|93.92\|91.82\|63793;2026-04-16\|95.24\|3.52\|92.01\|96.76\|91.59\|95005;2026-04-17\|95.32\|0.08\|95.23\|95.91\|93.68\|57729;2026-04-20\|92.92\|-2.52\|96.13\|96.20\|92.70\|90391;2026-04-21\|92.45\|-0.51\|92.02\|93.79\|90.10\|84595;2026-04-22\|92.97\|0.56\|91.90\|93.48\|91.81\|67339;2026-04-23\|92.00\|-1.04\|93.24\|94.77\|91.49\|69067;2026-04-24\|91.60\|-0.43\|92.03\|94.15\|90.67\|70535;2026-04-27\|96.94\|5.83\|92.00\|97.60\|91.14\|144475;2026-04-28\|91.73\|-5.37\|96.31\|96.31\|90.91\|119348;2026-04-29\|88.91\|-3.07\|91.34\|91.34\|87.48\|105159;2026-04-30\|87.91\|-1.12\|88.00\|90.55\|86.52\|130229;2026-05-06\|90.80\|3.29\|89.33\|94.35\|89.24\|147390;2026-05-07\|91.30\|0.55\|91.94\|92.12\|89.53\|102250;2026-05-08\|89.52\|-1.95\|90.50\|90.60\|88.08\|97356;2026-05-11\|92.27\|3.07\|91.19\|94.93\|90.44\|138952;2026-05-12\|99.50\|7.84\|93.50\|102.26\|92.62\|257884;2026-05-13\|100.50\|1.00\|99.00\|100.93\|96.40\|158048;2026-05-14\|106.00\|5.47\|100.40\|108.85\|100.11\|270491;2026-05-15\|104.45\|-1.46\|106.70\|109.88\|102.58\|177266;2026-05-18\|109.88\|5.20\|105.55\|117.60\|105.55\|237874;2026-05-19\|110.91\|0.94\|110.00\|112.81\|106.66\|227533;2026-05-20\|115.70\|4.32\|110.99\|117.01\|110.77\|223763;2026-05-21\|108.82\|-5.23\|130.25\|132.68\|108.31\|345541;2026-05-22\|115.07\|5.74\|109.81\|117.12\|107.44\|259219;2026-05-25\|113.12\|-1.69\|114.00\|115.75\|109.00\|229957;2026-05-26\|108.71\|-3.90\|111.89\|112.02\|105.50\|195670;2026-05-27\|108.27\|-0.40\|109.28\|113.25\|107.66\|159162;2026-05-28\|106.00\|-2.10\|106.00\|107.88\|103.14\|143820;2026-05-29\|98.88\|-6.72\|106.64\|107.00\|97.66\|144613;2026-06-01\|98.10\|-0.79\|100.00\|101.96\|97.53\|131887;2026-06-02\|96.34\|-1.79\|98.99\|99.77\|94.26\|111000;2026-06-03\|97.00\|0.69\|96.50\|100.22\|95.11\|118082;2026-06-04\|99.68\|2.76\|95.10\|101.92\|94.45\|130659;2026-06-05\|95.35\|-4.34\|99.00\|99.07\|94.75\|103078;2026-06-08\|87.75\|-7.97\|90.00\|92.00\|86.41\|144444;2026-06-09\|90.80\|3.48\|89.10\|91.32\|87.40\|108123;2026-06-10\|89.32\|-1.63\|89.19\|90.58\|88.00\|85557;2026-06-11\|87.70\|-1.81\|89.32\|90.18\|86.66\|81905;2026-06-12\|87.17\|-0.60\|89.50\|90.00\|86.69\|106284;2026-06-15\|94.16\|8.02\|88.25\|95.61\|87.20\|128971;2026-06-16\|95.61\|1.54\|94.00\|96.69\|93.25\|84483;2026-06-17\|101.93\|6.61\|94.25\|102.86\|93.43\|134292;2026-06-18\|102.32\|0.38\|101.97\|103.63\|101.00\|100043;2026-06-22\|95.96\|-6.22\|103.00\|103.00\|93.52\|173898;2026-06-23\|94.95\|-1.05\|95.69\|98.56\|94.00\|118740;2026-06-24\|96.02\|1.13\|94.88\|97.60\|93.41\|119500;2026-06-25\|97.05\|1.07\|96.84\|98.13\|94.52\|147771;2026-06-26\|94.53\|-2.60\|95.90\|98.20\|92.58\|134399;2026-06-29\|97.00\|2.61\|93.96\|97.73\|91.00\|152740;2026-06-30\|107.07\|10.38\|97.01\|107.60\|96.06\|188057;2026-07-01\|102.41\|-4.35\|108.00\|108.47\|100.80\|167337;2026-07-02\|104.29\|1.84\|103.00\|109.50\|99.66\|222900;2026-07-03\|105.46\|1.12\|105.00\|108.97\|101.11\|176357;2026-07-06\|100.60\|-4.61\|105.15\|106.52\|99.29\|154264;2026-07-07\|99.56\|-1.03\|99.01\|103.20\|98.20\|114916;2026-07-08\|104.60\|5.06\|100.44\|106.33\|98.70\|186760;2026-07-09\|105.88\|1.22\|104.00\|106.06\|99.36\|188379;2026-07-10\|99.36\|-6.16\|105.00\|108.70\|99.28\|19160555
117899	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：昂瑞微因美团万亿参数大模型带动AI终端通信模块升级而涨停，公司作为射频前端芯片设计商，产品广泛应用于手机、物联网及AI终端无线连接场景；涨停缘由：美团大模型推动AI终端设备爆发，对高速低功耗无线通信能力提出更高要求；公司射频开关、LNA、PA等产品已批量应用于主流手机品牌；2025年12月上市后资本实力增强，研发投入持续加码；资金逻辑：国产射频芯片标的受AI终端通信需求提振，昂瑞微作为次新股弹性较大，资金博弈活跃；风险提示：射频前端市场集中度高，国际巨头竞争压力大；公司营收规模较小，抗风险能力有限	2025-12上市	2026-03-03\|146.40\|-0.47\|147.16\|153.63\|146.33\|9693;2026-03-04\|140.56\|-3.99\|145.00\|146.70\|140.04\|8399;2026-03-05\|141.23\|0.48\|143.00\|144.48\|141.14\|4664;2026-03-06\|142.63\|0.99\|141.23\|143.50\|140.00\|3722;2026-03-09\|133.67\|-6.28\|140.00\|140.07\|131.20\|10083;2026-03-10\|138.14\|3.34\|135.00\|138.25\|135.00\|7875;2026-03-11\|137.52\|-0.45\|137.57\|141.17\|137.36\|6259;2026-03-12\|135.45\|-1.51\|136.66\|137.55\|134.12\|4576;2026-03-13\|131.77\|-2.72\|134.51\|135.36\|131.36\|5441;2026-03-16\|131.70\|-0.05\|131.77\|131.80\|128.00\|5852;2026-03-17\|134.93\|2.45\|131.20\|138.80\|131.20\|8956;2026-03-18\|136.95\|1.50\|135.43\|136.95\|132.50\|5723;2026-03-19\|131.52\|-3.96\|134.86\|135.00\|131.11\|5277;2026-03-20\|136.53\|3.81\|131.70\|144.24\|131.70\|14759;2026-03-23\|128.99\|-5.52\|134.00\|137.00\|128.36\|9932;2026-03-24\|136.08\|5.50\|131.90\|137.60\|129.49\|9475;2026-03-25\|136.32\|0.18\|137.18\|138.33\|134.24\|7079;2026-03-26\|133.17\|-2.31\|135.30\|137.64\|132.58\|4378;2026-03-27\|133.00\|-0.13\|131.88\|135.55\|130.20\|4379;2026-03-30\|131.78\|-0.92\|130.10\|132.80\|128.40\|4776;2026-03-31\|128.83\|-2.24\|131.67\|132.00\|128.69\|3650;2026-04-01\|131.18\|1.82\|131.74\|132.58\|130.33\|4056;2026-04-02\|128.20\|-2.27\|131.09\|131.99\|128.02\|3943;2026-04-03\|129.81\|1.26\|128.80\|134.59\|128.56\|9050;2026-04-07\|130.80\|0.76\|129.81\|133.90\|129.51\|3924;2026-04-08\|136.37\|4.26\|133.04\|136.48\|132.89\|7916;2026-04-09\|134.66\|-1.25\|135.00\|136.70\|133.08\|5735;2026-04-10\|134.63\|-0.02\|135.00\|136.58\|134.50\|5055;2026-04-13\|136.50\|1.39\|133.78\|138.43\|132.66\|6322;2026-04-14\|137.80\|0.95\|136.64\|138.98\|136.64\|6122;2026-04-15\|142.10\|3.12\|138.74\|146.97\|137.63\|15474;2026-04-16\|141.78\|-0.23\|140.71\|141.86\|137.51\|10212;2026-04-17\|146.80\|3.54\|141.20\|147.88\|140.22\|11914;2026-04-20\|143.82\|-2.03\|146.14\|146.80\|142.66\|10206;2026-04-21\|141.36\|-1.71\|143.69\|143.80\|139.45\|6179;2026-04-22\|141.00\|-0.25\|140.00\|142.16\|138.88\|5469;2026-04-23\|135.90\|-3.62\|140.27\|141.47\|134.05\|7027;2026-04-24\|137.30\|1.03\|135.90\|138.80\|133.69\|5182;2026-04-27\|139.38\|1.51\|138.36\|140.38\|135.79\|5885;2026-04-28\|137.82\|-1.12\|138.00\|142.40\|136.01\|7227;2026-04-29\|138.91\|0.79\|137.50\|141.30\|134.25\|6811;2026-04-30\|142.81\|2.81\|139.01\|143.80\|139.01\|9415;2026-05-06\|145.45\|1.85\|143.62\|148.20\|143.62\|11050;2026-05-07\|146.97\|1.04\|146.00\|148.00\|144.10\|10536;2026-05-08\|152.74\|3.93\|146.00\|153.86\|144.21\|15976;2026-05-11\|158.72\|3.92\|153.01\|160.99\|151.21\|21339;2026-05-12\|153.66\|-3.19\|158.00\|158.00\|151.58\|13837;2026-05-13\|155.00\|0.87\|152.00\|157.99\|149.00\|16094;2026-05-14\|162.62\|4.92\|155.00\|165.99\|151.00\|23197;2026-05-15\|157.08\|-3.41\|160.00\|165.00\|154.10\|17592;2026-05-18\|157.79\|0.45\|156.02\|161.89\|155.00\|12306;2026-05-19\|159.77\|1.25\|158.29\|160.80\|154.13\|12063;2026-05-20\|161.20\|0.90\|159.00\|164.89\|157.28\|13990;2026-05-21\|149.30\|-7.38\|161.50\|162.96\|147.93\|17597;2026-05-22\|150.79\|1.00\|148.30\|151.38\|146.00\|9759;2026-05-25\|153.79\|1.99\|151.00\|154.95\|148.99\|9071;2026-05-26\|147.30\|-4.22\|152.66\|153.13\|143.00\|12089;2026-05-27\|144.09\|-2.18\|147.45\|152.00\|143.07\|7718;2026-05-28\|141.98\|-1.46\|143.02\|143.80\|140.00\|7125;2026-05-29\|132.20\|-6.89\|142.31\|142.90\|130.00\|12679;2026-06-01\|126.57\|-4.26\|132.15\|132.18\|126.36\|7694;2026-06-02\|124.20\|-1.87\|126.50\|126.92\|121.00\|6072;2026-06-03\|127.60\|2.74\|124.26\|129.88\|124.19\|6793;2026-06-04\|124.57\|-2.37\|127.00\|127.00\|123.01\|4018;2026-06-05\|124.60\|0.02\|124.28\|127.23\|120.10\|5883;2026-06-08\|116.20\|-6.74\|120.17\|120.17\|116.00\|6120;2026-06-09\|120.32\|3.55\|118.79\|120.88\|116.30\|4550;2026-06-10\|117.76\|-2.13\|119.23\|122.99\|116.69\|4840;2026-06-11\|117.02\|-0.63\|116.06\|119.12\|115.27\|4243;2026-06-12\|121.90\|4.17\|118.50\|127.39\|118.50\|8355;2026-06-15\|124.87\|2.44\|123.00\|125.87\|120.90\|6387;2026-06-16\|126.15\|1.03\|123.40\|126.56\|120.60\|9750;2026-06-17\|129.05\|2.30\|123.99\|130.89\|123.82\|8514;2026-06-18\|133.51\|3.46\|128.99\|135.60\|128.02\|9466;2026-06-22\|127.70\|-4.35\|133.58\|133.98\|124.11\|10213;2026-06-23\|129.76\|1.61\|127.94\|133.80\|126.45\|7895;2026-06-24\|130.35\|0.45\|128.00\|130.88\|125.10\|7278;2026-06-25\|125.86\|-3.44\|130.43\|131.32\|124.50\|7898;2026-06-26\|120.60\|-4.18\|124.11\|125.30\|119.60\|8373;2026-06-29\|121.20\|0.50\|120.26\|124.44\|116.11\|8461;2026-06-30\|133.83\|10.42\|120.44\|137.50\|120.44\|17084;2026-07-01\|133.90\|0.05\|135.12\|139.43\|132.23\|11966;2026-07-02\|129.23\|-3.49\|131.00\|136.28\|129.10\|10198;2026-07-03\|125.44\|-2.93\|132.00\|132.00\|125.24\|9039;2026-07-06\|126.81\|1.09\|126.00\|129.99\|120.50\|9967;2026-07-07\|126.60\|-0.17\|126.01\|130.54\|124.70\|8398;2026-07-08\|123.78\|-2.23\|127.00\|127.48\|121.25\|7602;2026-07-09\|130.10\|5.11\|123.00\|131.36\|121.56\|12285;2026-07-10\|127.68\|-1.86\|129.65\|132.00\|127.27\|1219585
117898	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：龙迅股份因美团大模型依赖国产高速互连芯片而涨停，公司专注高清视频桥接及高速信号传输芯片，产品可应用于AI服务器GPU间高速互联及AI终端视频处理；涨停缘由：美团万亿参数大模型训练与推理依赖高速数据传输，公司高速SerDes、DisplayPort/HDMI桥接芯片适配AI服务器与终端需求；AI视频生成与处理带动高清视频接口芯片用量提升；国产替代趋势下客户导入进度加快；资金逻辑：高速接口芯片作为AI算力基础设施关键环节获资金关注，龙迅股份技术壁垒较高，估值弹性突出；风险提示：AI服务器客户认证周期长，实际订单落地存在时滞；行业技术迭代快，研发投入压力大	公司专注于高速混合信号芯片，产品主要可分为高清视频桥接及处理芯片与高速信号传输芯片	2026-03-03\|70.75\|-7.81\|77.09\|77.35\|70.70\|34163;2026-03-04\|67.95\|-3.96\|70.10\|71.33\|67.28\|24313;2026-03-05\|68.49\|0.79\|68.98\|71.30\|68.10\|20627;2026-03-06\|69.42\|1.36\|68.35\|70.23\|68.01\|11479;2026-03-09\|67.85\|-2.26\|67.00\|68.27\|65.60\|16343;2026-03-10\|69.80\|2.87\|69.97\|70.24\|69.04\|11461;2026-03-11\|68.81\|-1.42\|70.30\|70.85\|68.71\|11605;2026-03-12\|68.23\|-0.84\|68.37\|69.30\|67.58\|11944;2026-03-13\|67.23\|-1.47\|67.88\|68.58\|67.13\|8363;2026-03-16\|68.39\|1.73\|67.00\|68.39\|66.03\|11942;2026-03-17\|66.33\|-3.01\|68.40\|68.94\|66.31\|10829;2026-03-18\|67.54\|1.82\|66.61\|67.79\|66.12\|9347;2026-03-19\|64.93\|-3.86\|66.47\|66.79\|64.65\|11264;2026-03-20\|63.50\|-2.20\|64.93\|65.90\|63.27\|11671;2026-03-23\|59.00\|-7.09\|62.02\|62.78\|58.58\|20800;2026-03-24\|60.00\|1.69\|60.36\|60.50\|58.36\|12775;2026-03-25\|60.00\|0.00\|60.50\|61.20\|59.50\|23305;2026-03-26\|56.81\|-5.32\|60.00\|60.07\|56.48\|22845;2026-03-27\|58.70\|3.33\|56.38\|58.70\|55.16\|19706;2026-03-30\|57.96\|-1.26\|57.50\|59.15\|57.50\|18577;2026-03-31\|57.60\|-0.62\|57.79\|58.88\|57.28\|13377;2026-04-01\|59.68\|3.61\|58.69\|60.15\|58.20\|13925;2026-04-02\|57.33\|-3.94\|59.50\|59.98\|57.02\|14754;2026-04-03\|57.14\|-0.33\|57.51\|58.35\|57.00\|11020;2026-04-07\|58.06\|1.61\|57.31\|58.97\|57.31\|8844;2026-04-08\|61.30\|5.58\|59.68\|61.48\|59.50\|19636;2026-04-09\|61.11\|-0.31\|60.61\|61.85\|60.61\|12959;2026-04-10\|63.70\|4.24\|63.60\|64.69\|63.60\|26682;2026-04-13\|64.65\|1.49\|63.01\|65.41\|62.98\|29952;2026-04-14\|64.00\|-1.01\|65.30\|65.88\|63.65\|33729;2026-04-15\|64.44\|0.69\|64.87\|66.33\|64.10\|24589;2026-04-16\|67.95\|5.45\|66.15\|68.67\|66.15\|40772;2026-04-17\|70.50\|3.75\|67.93\|71.18\|67.88\|42523;2026-04-20\|71.74\|1.76\|70.50\|72.37\|70.22\|31383;2026-04-21\|71.78\|0.06\|71.00\|73.35\|70.93\|26540;2026-04-22\|75.90\|5.74\|71.58\|76.56\|71.16\|37078;2026-04-23\|74.44\|-1.92\|76.00\|76.15\|73.10\|32866;2026-04-24\|76.10\|2.23\|74.59\|76.57\|73.73\|30212;2026-04-27\|78.00\|2.50\|75.80\|78.85\|74.65\|34792;2026-04-28\|78.30\|0.38\|78.00\|79.99\|77.01\|33756;2026-04-29\|80.00\|2.17\|77.52\|81.29\|76.60\|40699;2026-04-30\|79.64\|-0.45\|79.72\|80.86\|79.00\|29821;2026-05-06\|78.85\|-0.99\|80.79\|81.50\|78.85\|47758;2026-05-07\|81.50\|3.36\|79.00\|81.67\|78.01\|39578;2026-05-08\|81.67\|0.21\|81.01\|81.98\|79.50\|31299;2026-05-11\|83.70\|2.49\|82.48\|84.37\|81.91\|44359;2026-05-12\|83.28\|-0.50\|84.20\|84.70\|81.76\|28551;2026-05-13\|83.10\|-0.22\|82.54\|83.32\|81.51\|26170;2026-05-14\|83.70\|0.72\|83.51\|85.79\|83.00\|31134;2026-05-15\|86.89\|3.81\|84.06\|89.84\|83.95\|49842;2026-05-18\|86.87\|-0.02\|85.30\|88.15\|85.30\|35112;2026-05-19\|88.34\|1.69\|86.07\|88.56\|83.21\|37970;2026-05-20\|90.41\|2.34\|87.50\|90.68\|87.38\|29281;2026-05-21\|84.48\|-6.56\|92.30\|92.58\|84.25\|44353;2026-05-22\|86.85\|2.81\|86.00\|87.68\|84.30\|34228;2026-05-25\|89.78\|3.37\|88.30\|91.88\|85.64\|34435;2026-05-26\|83.30\|-7.22\|88.81\|89.57\|82.58\|64761;2026-05-27\|81.38\|-2.30\|84.00\|85.60\|80.27\|53840;2026-05-28\|80.29\|-1.34\|80.95\|81.36\|78.62\|47637;2026-05-29\|73.86\|-8.01\|81.36\|82.32\|73.43\|57082;2026-06-01\|69.50\|-5.90\|74.88\|75.00\|69.33\|43465;2026-06-02\|69.90\|0.58\|69.98\|70.32\|67.59\|40985;2026-06-03\|72.71\|4.02\|71.55\|77.37\|71.00\|60848;2026-06-04\|73.86\|1.58\|71.86\|75.21\|70.80\|40252;2026-06-05\|74.48\|0.84\|73.50\|76.85\|72.15\|38731;2026-06-08\|70.17\|-5.79\|71.73\|73.59\|69.71\|36960;2026-06-09\|72.38\|3.15\|71.36\|72.66\|70.61\|32188;2026-06-10\|69.83\|-3.52\|70.20\|72.82\|69.61\|33920;2026-06-11\|72.00\|3.11\|69.74\|74.32\|69.22\|46290;2026-06-12\|71.63\|-0.51\|73.38\|74.50\|70.96\|39587;2026-06-15\|52.25\|3.61\|50.33\|53.20\|49.41\|63410;2026-06-16\|53.48\|2.35\|52.90\|53.99\|52.02\|56296;2026-06-17\|53.65\|0.32\|52.99\|54.15\|52.20\|50294;2026-06-18\|56.79\|5.85\|54.88\|57.78\|54.11\|81207;2026-06-22\|54.49\|-4.05\|57.68\|58.18\|52.73\|94050;2026-06-23\|57.00\|4.61\|54.40\|58.55\|53.21\|87654;2026-06-24\|56.60\|-0.70\|56.96\|57.21\|54.46\|65525;2026-06-25\|56.39\|-0.37\|57.60\|58.50\|55.07\|66102;2026-06-26\|58.30\|3.39\|56.00\|61.19\|55.10\|96080;2026-06-29\|57.54\|-1.30\|58.50\|59.77\|55.20\|92608;2026-06-30\|63.58\|10.50\|57.46\|64.38\|57.27\|105290;2026-07-01\|64.39\|1.27\|64.32\|67.50\|62.57\|100878;2026-07-02\|63.85\|-0.84\|62.98\|68.28\|61.66\|92596;2026-07-03\|61.87\|-3.10\|64.17\|65.36\|61.36\|72671;2026-07-06\|60.18\|-2.73\|62.27\|62.73\|58.58\|66875;2026-07-07\|60.60\|0.70\|59.59\|62.20\|58.90\|61018;2026-07-08\|60.89\|0.48\|60.22\|63.08\|57.00\|72970;2026-07-09\|61.32\|0.71\|62.01\|62.33\|58.73\|64318;2026-07-10\|58.24\|-5.02\|61.61\|63.54\|58.01\|7004249
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	2026-03-03\|103.96\|-6.07\|110.60\|111.59\|103.80\|23278;2026-03-04\|102.92\|-1.00\|102.44\|106.30\|102.44\|14374;2026-03-05\|105.00\|2.02\|104.98\|107.35\|103.44\|20418;2026-03-06\|115.55\|10.05\|103.91\|117.99\|103.88\|64448;2026-03-09\|121.25\|4.93\|115.11\|121.88\|113.47\|57529;2026-03-10\|129.94\|7.17\|125.00\|131.90\|125.00\|71370;2026-03-11\|129.50\|-0.34\|129.54\|136.88\|128.50\|69975;2026-03-12\|126.85\|-2.05\|129.52\|130.98\|124.52\|30923;2026-03-13\|123.05\|-3.00\|126.45\|126.60\|121.76\|25076;2026-03-16\|128.33\|4.29\|122.46\|128.38\|119.86\|29849;2026-03-17\|119.50\|-6.88\|128.19\|128.38\|119.25\|26051;2026-03-18\|123.41\|3.27\|121.21\|124.60\|117.80\|31043;2026-03-19\|120.05\|-2.72\|122.00\|122.58\|118.00\|24336;2026-03-20\|115.16\|-4.07\|120.78\|123.00\|115.00\|21574;2026-03-23\|109.79\|-4.66\|111.75\|114.47\|108.55\|20793;2026-03-24\|112.60\|2.56\|111.66\|113.25\|108.42\|15035;2026-03-25\|112.25\|-0.31\|113.36\|116.36\|110.97\|21162;2026-03-26\|109.50\|-2.45\|112.25\|112.30\|108.37\|14607;2026-03-27\|115.80\|5.75\|108.04\|116.92\|107.52\|25114;2026-03-30\|111.89\|-3.38\|113.61\|115.07\|111.01\|16747;2026-03-31\|106.32\|-4.98\|111.89\|111.89\|106.10\|19045;2026-04-01\|127.58\|20.00\|109.00\|127.58\|107.88\|87850;2026-04-02\|118.66\|-6.99\|126.89\|126.89\|118.01\|71314;2026-04-03\|121.88\|2.71\|121.05\|124.58\|118.20\|56460;2026-04-07\|128.95\|5.80\|126.50\|131.31\|125.30\|72751;2026-04-08\|136.72\|6.03\|133.80\|139.99\|129.26\|83044;2026-04-09\|143.80\|5.18\|142.01\|146.71\|137.00\|88489;2026-04-10\|144.20\|0.28\|138.67\|146.50\|137.69\|74282;2026-04-13\|142.93\|-0.88\|141.02\|147.20\|138.76\|64285;2026-04-14\|151.59\|6.06\|147.77\|158.50\|144.68\|80179;2026-04-15\|149.75\|-1.21\|150.84\|155.00\|147.81\|52853;2026-04-16\|154.36\|3.08\|153.75\|157.21\|148.00\|52499;2026-04-17\|162.14\|5.04\|154.46\|171.86\|149.35\|91634;2026-04-20\|153.90\|-5.08\|160.41\|161.89\|151.92\|82009;2026-04-21\|154.80\|0.58\|153.01\|158.87\|152.01\|53103;2026-04-22\|164.06\|5.98\|153.97\|165.00\|153.46\|54214;2026-04-23\|162.43\|-0.99\|168.47\|171.80\|159.31\|54626;2026-04-24\|161.01\|-0.87\|159.89\|166.99\|159.27\|35904;2026-04-27\|161.15\|0.09\|161.00\|165.00\|158.32\|39787;2026-04-28\|156.47\|-2.90\|161.77\|165.80\|155.50\|56059;2026-04-29\|156.80\|0.21\|153.00\|160.90\|153.00\|39309;2026-04-30\|156.11\|-0.44\|155.01\|159.90\|154.50\|30413;2026-05-06\|163.52\|4.75\|157.33\|172.45\|154.00\|73667;2026-05-07\|165.91\|1.46\|163.29\|168.58\|161.50\|58809;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
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	2026-03-03\|48.86\|-4.68\|51.02\|53.31\|48.52\|80271;2026-03-04\|48.30\|-1.15\|48.08\|49.60\|47.16\|41968;2026-03-05\|50.45\|4.45\|49.80\|51.47\|49.03\|54256;2026-03-06\|53.80\|6.64\|50.09\|55.04\|50.09\|99999;2026-03-09\|53.72\|-0.15\|52.73\|53.86\|51.30\|63448;2026-03-10\|54.23\|0.95\|54.56\|56.80\|52.00\|179077;2026-03-11\|53.66\|-1.05\|53.80\|54.27\|52.75\|86821;2026-03-12\|55.15\|2.78\|54.12\|56.45\|54.12\|90229;2026-03-13\|54.40\|-1.36\|55.15\|55.55\|54.05\|42501;2026-03-16\|55.90\|2.76\|55.59\|57.30\|53.71\|94917;2026-03-17\|54.80\|-1.97\|55.50\|57.44\|54.68\|66030;2026-03-18\|56.81\|3.67\|56.16\|57.08\|53.90\|59651;2026-03-19\|55.90\|-1.60\|56.00\|58.14\|55.76\|66974;2026-03-20\|53.65\|-4.03\|56.02\|57.50\|53.64\|63677;2026-03-23\|49.46\|-7.81\|51.73\|52.68\|48.96\|59125;2026-03-24\|52.77\|6.69\|50.74\|52.98\|50.14\|59886;2026-03-25\|54.72\|3.70\|52.99\|54.95\|52.64\|49867;2026-03-26\|51.98\|-5.01\|54.30\|54.79\|51.67\|48572;2026-03-27\|54.24\|4.35\|50.98\|55.37\|49.68\|74119;2026-03-30\|53.33\|-1.68\|53.04\|53.70\|52.50\|35497;2026-03-31\|52.40\|-1.74\|53.48\|54.10\|52.23\|36660;2026-04-01\|55.01\|4.98\|54.07\|55.30\|53.46\|55740;2026-04-02\|52.59\|-4.40\|55.00\|55.01\|51.74\|52399;2026-04-03\|54.49\|3.61\|52.94\|55.98\|51.93\|77093;2026-04-07\|54.80\|0.57\|54.84\|56.30\|54.29\|47538;2026-04-08\|56.40\|2.92\|56.50\|56.78\|55.33\|90089;2026-04-09\|55.15\|-2.22\|54.99\|56.07\|53.10\|108496;2026-04-10\|54.87\|-0.51\|55.01\|56.50\|54.66\|76245;2026-04-13\|53.96\|-1.66\|53.47\|55.48\|53.22\|60833;2026-04-14\|52.99\|-1.80\|54.39\|55.09\|52.34\|63916;2026-04-15\|52.50\|-0.92\|53.00\|54.15\|51.80\|61668;2026-04-16\|52.42\|-0.15\|52.79\|53.74\|51.74\|58076;2026-04-17\|51.38\|-1.98\|52.39\|52.71\|51.20\|47235;2026-04-20\|51.74\|0.70\|51.61\|52.48\|50.48\|54328;2026-04-21\|50.20\|-2.98\|51.67\|51.67\|49.90\|46907;2026-04-22\|50.73\|1.06\|50.20\|51.08\|49.72\|32098;2026-04-23\|50.26\|-0.93\|51.73\|51.73\|49.58\|48234;2026-04-24\|50.68\|0.84\|50.16\|51.22\|49.73\|41194;2026-04-27\|51.19\|1.01\|50.68\|51.63\|49.13\|46500;2026-04-28\|50.90\|-0.57\|50.98\|52.26\|50.01\|59740;2026-04-29\|50.65\|-0.49\|50.31\|51.98\|50.04\|54919;2026-04-30\|52.85\|4.34\|50.91\|55.42\|50.91\|165060;2026-05-06\|53.80\|1.80\|52.88\|55.20\|52.61\|95937;2026-05-07\|53.21\|-1.10\|53.83\|54.32\|52.71\|60067;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\|7458660
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	2026-03-03\|38.71\|-7.86\|42.02\|42.65\|38.68\|56942;2026-03-04\|37.98\|-1.89\|38.33\|39.00\|37.92\|30445;2026-03-05\|38.73\|1.97\|38.58\|39.16\|38.35\|29681;2026-03-06\|39.49\|1.96\|38.65\|39.62\|38.45\|22048;2026-03-09\|38.79\|-1.77\|38.72\|39.00\|37.65\|26580;2026-03-10\|40.43\|4.23\|39.55\|40.64\|39.55\|28902;2026-03-11\|39.75\|-1.68\|40.26\|40.97\|39.64\|25519;2026-03-12\|39.15\|-1.51\|39.64\|39.99\|38.80\|19056;2026-03-13\|38.51\|-1.63\|39.12\|39.55\|38.40\|21663;2026-03-16\|39.20\|1.79\|38.51\|39.24\|38.12\|17612;2026-03-17\|37.87\|-3.39\|39.28\|39.29\|37.81\|21089;2026-03-18\|38.70\|2.19\|38.27\|38.77\|37.98\|14199;2026-03-19\|37.48\|-3.15\|38.20\|38.43\|37.26\|25334;2026-03-20\|36.31\|-3.12\|37.66\|37.89\|36.31\|23451;2026-03-23\|34.15\|-5.95\|35.75\|35.84\|34.00\|30378;2026-03-24\|35.50\|3.95\|34.94\|35.55\|34.11\|17534;2026-03-25\|36.17\|1.89\|35.61\|36.41\|35.61\|13186;2026-03-26\|35.04\|-3.12\|35.94\|36.19\|34.88\|17471;2026-03-27\|35.65\|1.74\|34.72\|35.97\|34.12\|12307;2026-03-30\|35.50\|-0.42\|34.95\|35.67\|34.92\|10466;2026-03-31\|34.50\|-2.82\|35.28\|35.85\|34.50\|14257;2026-04-01\|35.56\|3.07\|35.18\|35.88\|35.10\|13608;2026-04-02\|34.70\|-2.42\|35.56\|35.56\|34.36\|12920;2026-04-03\|34.25\|-1.30\|34.69\|35.07\|34.22\|10135;2026-04-07\|34.45\|0.58\|34.30\|34.90\|34.30\|10365;2026-04-08\|36.39\|5.63\|35.65\|36.48\|35.14\|19470;2026-04-09\|36.25\|-0.38\|36.02\|36.64\|35.89\|17211;2026-04-10\|36.48\|0.63\|36.69\|37.33\|36.46\|13292;2026-04-13\|37.04\|1.54\|36.26\|37.58\|36.26\|17161;2026-04-14\|37.35\|0.84\|37.57\|37.83\|37.05\|18088;2026-04-15\|37.09\|-0.70\|37.60\|37.90\|37.00\|16829;2026-04-16\|37.55\|1.24\|37.08\|37.80\|36.75\|16691;2026-04-17\|37.87\|0.85\|37.72\|38.00\|37.39\|17330;2026-04-20\|37.62\|-0.66\|37.97\|38.15\|37.47\|18991;2026-04-21\|37.21\|-1.09\|37.45\|37.60\|36.82\|18804;2026-04-22\|37.94\|1.96\|37.21\|37.97\|37.00\|17818;2026-04-23\|37.10\|-2.21\|38.07\|38.30\|36.79\|18213;2026-04-24\|36.71\|-1.05\|36.82\|37.06\|35.80\|23251;2026-04-27\|37.76\|2.86\|36.69\|38.00\|36.59\|22107;2026-04-28\|36.96\|-2.12\|37.80\|37.80\|36.74\|16340;2026-04-29\|37.66\|1.89\|36.80\|38.07\|36.56\|18493;2026-04-30\|38.32\|1.75\|37.60\|38.53\|37.08\|29283;2026-05-06\|38.36\|0.10\|38.66\|39.35\|38.21\|32246;2026-05-07\|38.86\|1.30\|38.41\|39.12\|38.15\|26168;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\|3609625
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	2026-03-03\|192.80\|-6.67\|202.86\|208.91\|192.01\|105973;2026-03-04\|194.00\|0.62\|190.30\|198.00\|185.00\|83391;2026-03-05\|194.00\|0.00\|200.00\|204.97\|192.80\|88249;2026-03-06\|203.35\|4.82\|191.05\|215.40\|188.50\|103443;2026-03-09\|192.03\|-5.57\|195.34\|199.00\|176.00\|112422;2026-03-10\|206.90\|7.74\|199.80\|210.19\|199.00\|78791;2026-03-11\|212.60\|2.75\|205.70\|218.88\|204.00\|81830;2026-03-12\|194.59\|-8.47\|210.13\|210.13\|190.45\|87118;2026-03-13\|187.00\|-3.90\|190.01\|194.23\|184.24\|66889;2026-03-16\|185.00\|-1.07\|183.00\|185.72\|175.50\|78366;2026-03-17\|175.60\|-5.08\|185.31\|186.25\|175.58\|58747;2026-03-18\|183.00\|4.21\|179.16\|183.00\|172.86\|67235;2026-03-19\|171.40\|-6.34\|176.00\|178.00\|170.61\|60551;2026-03-20\|168.72\|-1.56\|174.30\|182.65\|167.33\|72938;2026-03-23\|159.62\|-5.39\|162.77\|165.21\|158.03\|74984;2026-03-24\|165.00\|3.37\|162.24\|166.00\|154.95\|73536;2026-03-25\|167.81\|1.70\|167.40\|176.18\|166.94\|70841;2026-03-26\|168.56\|0.45\|168.88\|174.98\|164.00\|57965;2026-03-27\|173.70\|3.05\|166.60\|176.87\|163.06\|61319;2026-03-30\|176.60\|1.67\|167.01\|178.62\|166.89\|48876;2026-03-31\|166.88\|-5.50\|176.00\|177.21\|166.88\|51301;2026-04-01\|175.44\|5.13\|172.99\|179.58\|172.10\|54058;2026-04-02\|168.67\|-3.86\|174.73\|178.20\|167.27\|44164;2026-04-03\|173.78\|3.03\|172.57\|178.00\|167.51\|61711;2026-04-07\|191.70\|10.31\|179.00\|194.44\|179.00\|112541;2026-04-08\|218.99\|14.24\|203.00\|222.22\|199.98\|96886;2026-04-09\|220.46\|0.67\|217.82\|228.68\|212.00\|75581;2026-04-10\|213.00\|-3.38\|222.34\|225.58\|211.00\|67213;2026-04-13\|223.71\|5.03\|213.00\|234.88\|212.98\|67026;2026-04-14\|222.56\|-0.51\|230.00\|230.00\|218.02\|57920;2026-04-15\|221.51\|-0.47\|222.00\|230.00\|214.90\|56772;2026-04-16\|225.50\|1.80\|221.50\|232.96\|215.05\|68232;2026-04-17\|227.19\|0.75\|227.46\|235.35\|225.00\|58222;2026-04-20\|235.88\|3.83\|231.73\|247.95\|228.06\|60780;2026-04-21\|224.50\|-4.82\|234.00\|234.00\|218.67\|76726;2026-04-22\|224.79\|0.13\|224.89\|226.80\|211.77\|82793;2026-04-23\|252.60\|12.37\|235.00\|259.69\|226.60\|130323;2026-04-24\|270.50\|7.09\|255.00\|288.80\|244.00\|125445;2026-04-27\|296.45\|9.59\|269.79\|300.58\|261.21\|108048;2026-04-28\|286.00\|-3.52\|285.33\|299.15\|283.00\|66883;2026-04-29\|328.00\|14.69\|285.00\|329.17\|281.50\|88495;2026-04-30\|322.16\|-1.78\|314.00\|368.88\|304.00\|112245;2026-05-06\|320.00\|-0.67\|325.02\|350.55\|305.01\|125563;2026-05-07\|311.81\|-2.56\|310.00\|318.80\|295.12\|121736;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\|12917115
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	2026-03-03\|170.59\|-7.88\|184.90\|186.93\|170.18\|13745;2026-03-04\|169.67\|-0.54\|170.59\|172.63\|166.70\|10714;2026-03-05\|171.80\|1.26\|174.00\|174.96\|170.38\|8067;2026-03-06\|170.66\|-0.66\|171.95\|173.71\|170.24\|5912;2026-03-09\|165.70\|-2.91\|166.66\|166.70\|160.20\|10767;2026-03-10\|175.60\|5.97\|167.22\|175.98\|167.16\|11032;2026-03-11\|176.00\|0.23\|174.14\|180.30\|172.24\|7800;2026-03-12\|172.02\|-2.26\|176.81\|178.00\|171.50\|5844;2026-03-13\|168.37\|-2.12\|170.00\|172.74\|167.19\|7354;2026-03-16\|167.81\|-0.33\|166.32\|171.10\|163.07\|11616;2026-03-17\|168.31\|0.30\|170.10\|174.79\|167.90\|8034;2026-03-18\|170.60\|1.36\|168.38\|172.56\|166.06\|9395;2026-03-19\|168.30\|-1.35\|167.09\|173.60\|167.09\|10782;2026-03-20\|164.13\|-2.48\|169.37\|171.55\|164.08\|10706;2026-03-23\|149.20\|-9.10\|164.11\|164.60\|148.10\|18439;2026-03-24\|153.50\|2.88\|152.17\|154.00\|147.13\|14333;2026-03-25\|155.09\|1.04\|155.10\|157.69\|153.55\|9768;2026-03-26\|152.90\|-1.41\|156.14\|156.50\|151.62\|8709;2026-03-27\|155.00\|1.37\|151.00\|156.00\|150.02\|6613;2026-03-30\|152.42\|-1.66\|152.34\|154.44\|151.07\|8459;2026-03-31\|152.31\|-0.07\|155.47\|157.50\|152.31\|8852;2026-04-01\|154.27\|1.29\|156.38\|158.00\|153.02\|8932;2026-04-02\|146.99\|-4.72\|154.22\|155.60\|145.01\|15696;2026-04-03\|145.20\|-1.22\|147.51\|150.79\|144.50\|8407;2026-04-07\|147.20\|1.38\|144.00\|148.60\|144.00\|9733;2026-04-08\|154.67\|5.07\|150.14\|154.80\|149.55\|11946;2026-04-09\|156.64\|1.27\|154.22\|156.66\|151.90\|13165;2026-04-10\|170.48\|8.84\|158.85\|175.50\|158.00\|25393;2026-04-13\|170.75\|0.16\|168.00\|171.99\|166.66\|22056;2026-04-14\|169.28\|-0.86\|172.50\|172.50\|169.00\|13279;2026-04-15\|171.39\|1.25\|172.32\|177.42\|169.23\|14669;2026-04-16\|181.20\|5.72\|177.66\|183.30\|175.49\|26196;2026-04-17\|178.42\|-1.53\|179.00\|179.89\|176.20\|14495;2026-04-20\|177.58\|-0.47\|178.42\|180.98\|174.00\|14967;2026-04-21\|179.20\|0.91\|178.89\|182.82\|174.30\|11186;2026-04-22\|194.69\|8.64\|176.30\|197.88\|176.30\|25062;2026-04-23\|196.32\|0.84\|198.00\|199.83\|191.00\|20323;2026-04-24\|200.88\|2.32\|195.43\|202.85\|193.48\|19762;2026-04-27\|204.69\|1.90\|200.05\|206.34\|197.00\|20267;2026-04-28\|202.15\|-1.24\|202.70\|205.66\|198.20\|11320;2026-04-29\|195.99\|-3.05\|204.10\|208.00\|195.58\|24408;2026-04-30\|197.45\|0.74\|194.30\|200.44\|193.40\|16110;2026-05-06\|198.88\|0.72\|200.20\|206.70\|198.12\|17987;2026-05-07\|204.91\|3.03\|199.50\|207.69\|198.83\|18212;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\|2442587
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	2026-03-03\|61.61\|-7.88\|66.88\|67.50\|61.55\|72993;2026-03-04\|60.66\|-1.54\|60.88\|62.58\|60.60\|33571;2026-03-05\|62.52\|3.07\|62.20\|64.19\|62.20\|43397;2026-03-06\|62.98\|0.74\|62.11\|63.42\|62.03\|21636;2026-03-09\|63.02\|0.06\|61.54\|63.61\|60.18\|36328;2026-03-10\|65.10\|3.30\|64.27\|65.98\|63.63\|40634;2026-03-11\|66.02\|1.41\|65.33\|66.90\|65.04\|46520;2026-03-12\|65.29\|-1.11\|65.50\|67.29\|64.39\|34129;2026-03-13\|63.00\|-3.51\|64.66\|64.76\|63.00\|37035;2026-03-16\|64.28\|2.03\|62.50\|64.28\|61.74\|34612;2026-03-17\|62.02\|-3.52\|64.71\|64.95\|61.96\|27282;2026-03-18\|63.08\|1.71\|62.50\|63.35\|62.32\|19977;2026-03-19\|61.04\|-3.23\|62.00\|62.45\|60.86\|33482;2026-03-20\|59.80\|-2.03\|61.38\|62.30\|59.80\|29832;2026-03-23\|56.05\|-6.27\|58.00\|59.77\|54.87\|42762;2026-03-24\|57.40\|2.41\|57.29\|57.55\|55.60\|26586;2026-03-25\|58.50\|1.92\|57.73\|59.65\|57.70\|27634;2026-03-26\|56.88\|-2.77\|58.08\|58.93\|56.48\|19513;2026-03-27\|57.10\|0.39\|55.70\|57.89\|55.68\|16369;2026-03-30\|57.86\|1.33\|56.03\|58.12\|56.02\|19569;2026-03-31\|56.58\|-2.21\|57.50\|58.37\|56.58\|17484;2026-04-01\|58.70\|3.75\|57.80\|58.75\|57.52\|22335;2026-04-02\|56.87\|-3.12\|58.86\|58.86\|56.40\|18857;2026-04-03\|56.08\|-1.39\|57.08\|57.54\|56.08\|17381;2026-04-07\|56.30\|0.39\|56.28\|57.20\|56.28\|12812;2026-04-08\|60.47\|7.41\|58.00\|60.49\|57.82\|35685;2026-04-09\|59.65\|-1.36\|59.78\|60.46\|59.35\|19781;2026-04-10\|60.65\|1.68\|60.43\|62.33\|60.43\|29346;2026-04-13\|64.98\|7.14\|63.00\|66.60\|62.90\|88640;2026-04-14\|65.19\|0.32\|65.99\|66.61\|64.67\|51649;2026-04-15\|63.75\|-2.21\|65.45\|65.55\|63.50\|39326;2026-04-16\|65.49\|2.73\|63.77\|66.17\|63.39\|37182;2026-04-17\|66.37\|1.34\|65.23\|66.85\|65.00\|36345;2026-04-20\|68.19\|2.74\|61.05\|69.90\|58.58\|202609;2026-04-21\|67.59\|-0.88\|66.48\|68.80\|65.60\|75935;2026-04-22\|72.00\|6.52\|67.00\|73.29\|65.13\|121055;2026-04-23\|73.99\|2.76\|72.50\|76.50\|71.80\|148145;2026-04-24\|76.60\|3.53\|75.80\|77.38\|73.23\|120314;2026-04-27\|76.20\|-0.52\|76.45\|76.66\|72.71\|97988;2026-04-28\|78.00\|2.36\|75.44\|79.80\|74.87\|88034;2026-04-29\|77.79\|-0.27\|77.00\|79.30\|74.74\|62047;2026-04-30\|83.90\|7.85\|77.60\|85.86\|76.99\|97971;2026-05-06\|83.25\|-0.77\|86.94\|88.62\|82.77\|106128;2026-05-07\|82.86\|-0.47\|83.79\|84.88\|81.50\|69227;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\|12863384
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	2026-03-03\|43.96\|-3.89\|45.72\|46.10\|43.92\|38490;2026-03-04\|42.96\|-2.27\|44.00\|44.55\|42.88\|34915;2026-03-05\|43.27\|0.72\|43.60\|44.19\|43.14\|31698;2026-03-06\|45.36\|4.83\|43.08\|46.11\|42.93\|36781;2026-03-09\|44.62\|-1.63\|44.40\|45.12\|43.44\|30604;2026-03-10\|46.21\|3.56\|45.35\|47.60\|45.35\|43373;2026-03-11\|45.04\|-2.53\|46.30\|46.50\|45.00\|39621;2026-03-12\|45.57\|1.18\|45.00\|46.11\|44.51\|30565;2026-03-13\|45.31\|-0.57\|45.11\|46.48\|44.95\|24666;2026-03-16\|44.56\|-1.66\|45.16\|45.31\|43.65\|33770;2026-03-17\|42.95\|-3.61\|44.40\|44.68\|42.92\|27326;2026-03-18\|42.80\|-0.35\|43.10\|43.18\|42.35\|26554;2026-03-19\|41.02\|-4.16\|42.44\|42.44\|40.86\|34857;2026-03-20\|40.40\|-1.51\|41.15\|41.50\|40.40\|19895;2026-03-23\|37.60\|-6.93\|39.80\|39.82\|37.01\|40308;2026-03-24\|41.96\|11.60\|38.51\|42.20\|37.50\|50923;2026-03-25\|42.34\|0.91\|42.19\|43.10\|41.01\|33816;2026-03-26\|44.90\|6.05\|42.70\|45.00\|42.01\|49593;2026-03-27\|41.02\|-8.64\|41.99\|43.00\|39.21\|76454;2026-03-30\|39.61\|-3.44\|40.00\|40.40\|39.50\|40298;2026-03-31\|38.75\|-2.17\|39.39\|39.70\|38.59\|31154;2026-04-01\|40.12\|3.54\|39.60\|40.22\|39.21\|26605;2026-04-02\|38.75\|-3.41\|39.90\|39.90\|38.56\|25820;2026-04-03\|39.79\|2.68\|38.97\|40.20\|38.50\|34436;2026-04-07\|39.00\|-1.99\|39.50\|40.39\|38.61\|30206;2026-04-08\|41.00\|5.13\|39.70\|41.14\|39.56\|35477;2026-04-09\|40.12\|-2.15\|40.87\|40.95\|39.93\|27497;2026-04-10\|40.25\|0.32\|40.49\|40.87\|40.25\|21157;2026-04-13\|40.68\|1.07\|39.98\|40.95\|39.80\|23346;2026-04-14\|42.23\|3.81\|41.00\|42.50\|40.85\|37704;2026-04-15\|41.69\|-1.28\|42.50\|42.59\|41.55\|20858;2026-04-16\|41.99\|0.72\|42.00\|42.17\|41.40\|21336;2026-04-17\|42.70\|1.69\|41.91\|43.30\|41.51\|32590;2026-04-20\|41.94\|-1.78\|42.63\|42.77\|41.59\|40375;2026-04-21\|41.94\|0.00\|41.78\|42.20\|41.32\|23218;2026-04-22\|42.39\|1.07\|41.70\|42.44\|41.60\|30581;2026-04-23\|42.54\|0.35\|42.55\|42.86\|41.64\|37195;2026-04-24\|40.97\|-3.69\|41.55\|41.82\|40.37\|34711;2026-04-27\|40.02\|-2.32\|40.51\|41.01\|39.60\|31575;2026-04-28\|39.17\|-2.12\|39.93\|39.98\|39.04\|21869;2026-04-29\|39.54\|0.94\|38.80\|39.57\|38.80\|17855;2026-04-30\|39.75\|0.53\|39.75\|39.93\|39.12\|24930;2026-05-06\|40.96\|3.04\|40.00\|41.99\|40.00\|36865;2026-05-07\|42.61\|4.03\|40.96\|42.77\|40.58\|40078;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\|11109949
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	2026-03-03\|36.06\|-6.68\|38.75\|39.06\|36.00\|85710;2026-03-04\|34.92\|-3.16\|35.60\|35.75\|34.70\|91493;2026-03-05\|35.99\|3.06\|35.49\|36.29\|35.24\|55172;2026-03-06\|36.42\|1.19\|35.72\|36.45\|35.62\|37719;2026-03-09\|35.94\|-1.32\|35.80\|36.24\|34.90\|45625;2026-03-10\|36.79\|2.37\|36.39\|36.98\|36.30\|37164;2026-03-11\|36.35\|-1.20\|36.85\|37.00\|36.18\|33712;2026-03-12\|35.51\|-2.31\|36.26\|36.44\|35.21\|39019;2026-03-13\|34.94\|-1.61\|35.40\|35.60\|34.83\|39319;2026-03-16\|35.75\|2.32\|34.95\|35.80\|34.71\|42583;2026-03-17\|34.87\|-2.46\|35.71\|35.87\|34.81\|38372;2026-03-18\|35.80\|2.67\|35.14\|35.95\|35.14\|54848;2026-03-19\|35.04\|-2.12\|35.30\|35.56\|34.88\|33972;2026-03-20\|34.63\|-1.17\|35.04\|35.78\|34.63\|45924;2026-03-23\|32.97\|-4.79\|34.00\|34.44\|32.63\|52180;2026-03-24\|33.38\|1.24\|33.51\|33.70\|32.45\|33387;2026-03-25\|33.50\|0.36\|33.43\|34.09\|33.40\|32702;2026-03-26\|32.70\|-2.39\|33.36\|33.69\|32.66\|29085;2026-03-27\|33.06\|1.10\|32.13\|33.24\|32.07\|24483;2026-03-30\|33.36\|0.91\|32.58\|33.48\|32.37\|28800;2026-03-31\|32.95\|-1.23\|33.27\|33.68\|32.89\|25857;2026-04-01\|34.01\|3.22\|33.59\|34.22\|33.45\|37073;2026-04-02\|32.95\|-3.12\|33.83\|34.01\|32.80\|39120;2026-04-03\|33.11\|0.49\|33.07\|33.62\|33.02\|23744;2026-04-07\|33.41\|0.91\|33.40\|33.93\|33.40\|25922;2026-04-08\|34.68\|3.80\|34.15\|34.78\|33.84\|45864;2026-04-09\|34.46\|-0.63\|34.23\|35.11\|34.16\|40309;2026-04-10\|34.90\|1.28\|34.81\|35.25\|34.80\|37208;2026-04-13\|34.85\|-0.14\|34.90\|35.26\|34.74\|29723;2026-04-14\|35.48\|1.81\|34.95\|35.54\|34.92\|38433;2026-04-15\|34.82\|-1.86\|35.50\|35.80\|34.75\|29511;2026-04-16\|34.70\|-0.34\|34.93\|34.95\|34.48\|33452;2026-04-17\|37.34\|7.61\|34.54\|39.18\|34.15\|204633;2026-04-20\|38.91\|4.20\|37.00\|39.30\|36.81\|171562;2026-04-21\|40.10\|3.06\|38.39\|40.40\|37.80\|173210;2026-04-22\|42.40\|5.74\|40.05\|43.43\|39.45\|301071;2026-04-23\|41.43\|-2.29\|44.00\|44.28\|39.99\|215617;2026-04-24\|39.47\|-4.73\|41.11\|41.65\|39.00\|145162;2026-04-27\|40.07\|1.52\|39.70\|40.64\|39.30\|132455;2026-04-28\|42.85\|6.94\|40.28\|44.28\|40.28\|271279;2026-04-29\|44.26\|3.29\|42.00\|45.13\|41.60\|251455;2026-04-30\|43.20\|-2.39\|44.21\|44.57\|42.98\|148326;2026-05-06\|43.60\|0.93\|44.44\|44.99\|43.30\|207784;2026-05-07\|47.69\|9.38\|43.60\|48.50\|43.56\|302166;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
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	2026-03-03\|54.77\|-4.88\|58.19\|59.00\|54.70\|17652;2026-03-04\|54.78\|0.02\|54.22\|54.88\|53.73\|11431;2026-03-05\|55.19\|0.75\|55.50\|55.98\|54.64\|8414;2026-03-06\|55.50\|0.56\|54.73\|56.10\|54.73\|7461;2026-03-09\|54.16\|-2.41\|54.56\|55.50\|52.88\|12130;2026-03-10\|55.31\|2.12\|54.57\|55.40\|54.19\|11642;2026-03-11\|54.92\|-0.71\|55.32\|56.21\|54.44\|11668;2026-03-12\|53.62\|-2.37\|54.89\|56.40\|53.00\|9179;2026-03-13\|54.71\|2.03\|54.00\|55.99\|53.47\|17203;2026-03-16\|60.01\|9.69\|54.54\|60.99\|54.09\|37476;2026-03-17\|58.00\|-3.35\|60.25\|61.21\|56.06\|19664;2026-03-18\|58.96\|1.66\|57.69\|60.41\|57.69\|14073;2026-03-19\|57.23\|-2.93\|58.62\|58.77\|56.38\|11730;2026-03-20\|57.01\|-0.38\|57.50\|58.37\|57.01\|9228;2026-03-23\|54.05\|-5.19\|56.33\|56.66\|53.60\|14994;2026-03-24\|56.71\|4.92\|55.40\|57.80\|55.10\|13424;2026-03-25\|57.06\|0.62\|56.71\|58.05\|56.50\|14211;2026-03-26\|53.49\|-6.26\|56.93\|57.16\|52.66\|15225;2026-03-27\|53.96\|0.88\|52.28\|55.00\|52.28\|11105;2026-03-30\|53.99\|0.06\|53.85\|54.09\|52.71\|8047;2026-03-31\|53.50\|-0.91\|54.09\|55.49\|53.18\|8573;2026-04-01\|53.33\|-0.32\|54.89\|55.49\|52.60\|11468;2026-04-02\|50.43\|-5.44\|52.98\|53.19\|49.99\|14149;2026-04-03\|49.70\|-1.45\|50.78\|50.97\|49.11\|9482;2026-04-07\|50.43\|1.47\|51.00\|51.00\|49.00\|7358;2026-04-08\|52.52\|4.14\|51.36\|52.60\|50.75\|8137;2026-04-09\|51.09\|-2.72\|52.69\|52.90\|50.65\|8131;2026-04-10\|51.70\|1.19\|51.24\|52.43\|51.16\|6781;2026-04-13\|51.53\|-0.33\|51.30\|51.92\|50.40\|5587;2026-04-14\|52.54\|1.96\|51.93\|52.56\|51.30\|6397;2026-04-15\|51.58\|-1.83\|52.52\|53.20\|51.51\|7536;2026-04-16\|54.26\|5.20\|51.66\|54.54\|51.50\|13915;2026-04-17\|54.81\|1.01\|54.04\|56.50\|52.68\|18267;2026-04-20\|53.71\|-2.01\|54.81\|55.01\|53.08\|11386;2026-04-21\|52.78\|-1.73\|53.71\|53.71\|52.31\|9645;2026-04-22\|52.80\|0.04\|52.65\|53.11\|50.90\|11761;2026-04-23\|52.30\|-0.95\|52.70\|54.00\|51.45\|8999;2026-04-24\|52.31\|0.02\|51.80\|53.35\|51.51\|7365;2026-04-27\|54.33\|3.86\|52.31\|55.49\|51.15\|14872;2026-04-28\|51.81\|-4.64\|53.97\|54.97\|51.50\|9317;2026-04-29\|53.15\|2.59\|52.30\|53.79\|51.89\|8561;2026-04-30\|54.74\|2.99\|54.00\|55.99\|52.83\|11215;2026-05-06\|56.25\|2.76\|54.84\|56.49\|54.06\|14063;2026-05-07\|56.46\|0.37\|56.56\|57.43\|55.02\|13391;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
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	2026-03-03\|33.67\|-5.71\|35.74\|36.16\|33.66\|50385;2026-03-04\|33.87\|0.59\|33.65\|34.72\|33.45\|32612;2026-03-05\|35.76\|5.58\|34.73\|36.04\|34.13\|53959;2026-03-06\|34.65\|-3.10\|35.36\|35.57\|34.61\|42898;2026-03-09\|33.45\|-3.46\|34.13\|34.13\|32.60\|56306;2026-03-10\|35.31\|5.56\|33.98\|35.42\|33.87\|61077;2026-03-11\|34.96\|-0.99\|35.43\|35.99\|34.51\|40941;2026-03-12\|34.69\|-0.77\|34.97\|35.60\|34.26\|30740;2026-03-13\|33.95\|-2.13\|34.27\|34.99\|33.90\|29775;2026-03-16\|34.55\|1.77\|34.27\|34.60\|33.43\|28171;2026-03-17\|33.20\|-3.91\|34.80\|34.80\|33.18\|34052;2026-03-18\|34.30\|3.31\|33.29\|34.35\|33.13\|31190;2026-03-19\|33.57\|-2.13\|34.00\|34.38\|33.37\|25328;2026-03-20\|32.58\|-2.95\|33.70\|34.00\|32.55\|32576;2026-03-23\|29.51\|-9.42\|31.63\|31.95\|29.17\|70941;2026-03-24\|30.83\|4.47\|30.00\|30.88\|29.92\|37489;2026-03-25\|31.36\|1.72\|31.15\|31.79\|31.10\|29474;2026-03-26\|30.81\|-1.75\|31.77\|31.77\|30.28\|20739;2026-03-27\|31.48\|2.17\|30.48\|31.62\|30.15\|22321;2026-03-30\|31.65\|0.54\|30.90\|31.68\|30.73\|18633;2026-03-31\|30.30\|-4.27\|31.30\|31.60\|30.22\|29706;2026-04-01\|31.04\|2.44\|31.65\|31.68\|30.64\|20647;2026-04-02\|30.21\|-2.67\|30.77\|31.02\|30.00\|24321;2026-04-03\|30.19\|-0.07\|30.26\|30.75\|30.12\|20253;2026-04-07\|30.93\|2.45\|30.19\|31.38\|30.19\|28556;2026-04-08\|32.92\|6.43\|31.60\|33.13\|31.38\|42417;2026-04-09\|33.06\|0.43\|32.90\|33.50\|32.52\|34170;2026-04-10\|33.28\|0.67\|33.45\|33.72\|33.10\|24104;2026-04-13\|32.86\|-1.26\|33.15\|33.43\|32.76\|27322;2026-04-14\|32.98\|0.37\|33.29\|33.50\|32.70\|27784;2026-04-15\|32.72\|-0.79\|33.18\|33.39\|32.62\|22901;2026-04-16\|33.62\|2.75\|32.72\|33.68\|32.52\|26908;2026-04-17\|33.28\|-1.01\|33.27\|33.72\|32.77\|40515;2026-04-20\|33.31\|0.09\|33.60\|33.70\|32.67\|50359;2026-04-21\|33.47\|0.48\|33.35\|33.54\|32.89\|34569;2026-04-22\|34.63\|3.47\|33.52\|34.63\|33.45\|51843;2026-04-23\|37.12\|7.19\|36.87\|39.28\|36.55\|160881;2026-04-24\|36.10\|-2.75\|36.20\|37.80\|35.41\|106308;2026-04-27\|36.17\|0.19\|36.10\|36.93\|35.65\|81133;2026-04-28\|35.78\|-1.08\|35.90\|36.63\|35.63\|60395;2026-04-29\|35.64\|-0.39\|35.28\|36.07\|35.14\|49231;2026-04-30\|35.57\|-0.20\|35.58\|35.84\|34.96\|53036;2026-05-06\|36.18\|1.71\|35.86\|36.58\|35.86\|67816;2026-05-07\|36.38\|0.55\|36.58\|36.60\|36.00\|46047;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\|11761838
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	2026-03-03\|15.10\|-7.59\|16.25\|16.40\|15.04\|122603;2026-03-04\|14.84\|-1.72\|15.00\|15.23\|14.74\|85934;2026-03-05\|15.19\|2.36\|15.16\|15.44\|15.05\|74935;2026-03-06\|15.29\|0.66\|15.00\|15.38\|15.00\|66343;2026-03-09\|15.25\|-0.26\|15.00\|15.35\|14.58\|83037;2026-03-10\|15.66\|2.69\|15.45\|15.85\|15.45\|69871;2026-03-11\|15.60\|-0.38\|15.74\|16.18\|15.59\|86184;2026-03-12\|15.24\|-2.31\|15.55\|15.77\|15.11\|64701;2026-03-13\|15.05\|-1.25\|15.24\|15.43\|14.97\|53531;2026-03-16\|15.47\|2.79\|15.05\|15.52\|14.91\|76993;2026-03-17\|15.01\|-2.97\|15.47\|15.57\|14.99\|56331;2026-03-18\|15.36\|2.33\|15.08\|15.42\|14.97\|53215;2026-03-19\|14.93\|-2.80\|15.16\|15.16\|14.82\|60087;2026-03-20\|14.55\|-2.55\|15.02\|15.11\|14.53\|67106;2026-03-23\|13.54\|-6.94\|14.37\|14.47\|13.47\|91607;2026-03-24\|13.88\|2.51\|13.79\|13.90\|13.30\|72193;2026-03-25\|14.01\|0.94\|13.90\|14.32\|13.89\|61931;2026-03-26\|13.80\|-1.50\|14.10\|14.24\|13.66\|68869;2026-03-27\|14.00\|1.45\|13.60\|14.09\|13.58\|47224;2026-03-30\|13.83\|-1.21\|13.66\|13.92\|13.65\|45797;2026-03-31\|13.41\|-3.04\|13.81\|13.95\|13.38\|52631;2026-04-01\|13.80\|2.91\|13.68\|13.88\|13.57\|54797;2026-04-02\|13.36\|-3.19\|13.80\|13.80\|13.24\|55799;2026-04-03\|13.12\|-1.80\|13.49\|13.55\|13.09\|33494;2026-04-07\|13.31\|1.45\|13.19\|13.54\|13.13\|43380;2026-04-08\|14.24\|6.99\|13.65\|14.26\|13.65\|64898;2026-04-09\|13.97\|-1.90\|14.05\|14.19\|13.97\|44391;2026-04-10\|14.29\|2.29\|14.27\|14.56\|14.16\|64843;2026-04-13\|14.38\|0.63\|14.10\|14.55\|14.10\|56753;2026-04-14\|14.58\|1.39\|14.52\|14.60\|14.36\|55134;2026-04-15\|14.25\|-2.26\|14.61\|14.65\|14.23\|51673;2026-04-16\|14.57\|2.25\|14.25\|14.62\|14.22\|50223;2026-04-17\|14.63\|0.41\|14.59\|14.73\|14.50\|42840;2026-04-20\|14.73\|0.68\|14.63\|14.93\|14.55\|54736;2026-04-21\|14.75\|0.14\|14.70\|14.98\|14.35\|80581;2026-04-22\|14.97\|1.49\|14.61\|15.05\|14.56\|64358;2026-04-23\|14.74\|-1.54\|15.04\|15.10\|14.64\|58562;2026-04-24\|14.95\|1.42\|14.76\|15.20\|14.75\|96307;2026-04-27\|15.58\|4.21\|15.05\|15.63\|15.05\|113407;2026-04-28\|15.66\|0.51\|15.58\|16.11\|15.30\|112297;2026-04-29\|15.53\|-0.83\|15.45\|15.67\|15.19\|87390;2026-04-30\|16.80\|8.18\|15.70\|17.12\|15.60\|243235;2026-05-06\|17.26\|2.74\|17.00\|17.58\|17.00\|239302;2026-05-07\|18.13\|5.04\|17.26\|18.80\|17.16\|212213;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\|18948822
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	2026-03-03\|23.59\|-8.00\|25.66\|25.87\|23.49\|161995;2026-03-04\|23.80\|0.89\|23.58\|24.10\|23.50\|68768;2026-03-05\|24.01\|0.88\|24.27\|24.47\|23.91\|62550;2026-03-06\|24.27\|1.08\|23.89\|24.46\|23.85\|49589;2026-03-09\|23.63\|-2.64\|23.91\|23.91\|23.14\|83296;2026-03-10\|24.29\|2.79\|23.98\|24.35\|23.95\|50746;2026-03-11\|24.00\|-1.19\|24.31\|24.45\|23.88\|61258;2026-03-12\|23.60\|-1.67\|23.95\|24.07\|23.52\|51165;2026-03-13\|23.61\|0.04\|23.60\|24.47\|23.34\|132936;2026-03-16\|24.21\|2.54\|23.65\|24.24\|23.36\|78222;2026-03-17\|23.72\|-2.02\|24.21\|24.34\|23.69\|50075;2026-03-18\|24.10\|1.60\|23.89\|24.11\|23.75\|53149;2026-03-19\|23.55\|-2.28\|23.70\|23.89\|23.41\|52687;2026-03-20\|23.07\|-2.04\|23.61\|23.69\|23.07\|48229;2026-03-23\|21.73\|-5.81\|22.51\|22.64\|21.70\|68634;2026-03-24\|22.15\|1.93\|22.12\|22.30\|21.55\|42016;2026-03-25\|22.38\|1.04\|22.35\|22.61\|22.24\|47957;2026-03-26\|21.81\|-2.55\|22.27\|22.35\|21.72\|37717;2026-03-27\|22.12\|1.42\|21.57\|22.27\|21.50\|32037;2026-03-30\|22.12\|0.00\|21.80\|22.27\|21.70\|30593;2026-03-31\|21.91\|-0.95\|22.09\|22.34\|21.82\|32778;2026-04-01\|22.33\|1.92\|22.32\|22.46\|22.11\|36932;2026-04-02\|21.78\|-2.46\|22.24\|22.33\|21.63\|40672;2026-04-03\|21.57\|-0.96\|21.84\|21.98\|21.51\|27555;2026-04-07\|21.72\|0.70\|21.86\|22.04\|21.63\|28646;2026-04-08\|22.85\|5.20\|22.22\|22.85\|22.20\|75835;2026-04-09\|22.29\|-2.45\|22.50\|22.66\|22.21\|48293;2026-04-10\|22.56\|1.21\|22.54\|22.75\|22.46\|48425;2026-04-13\|22.50\|-0.27\|22.41\|22.66\|22.26\|35770;2026-04-14\|22.89\|1.73\|22.90\|23.10\|22.61\|62829;2026-04-15\|22.94\|0.22\|22.97\|23.33\|22.80\|73355;2026-04-16\|23.15\|0.92\|23.08\|23.26\|22.80\|54515;2026-04-17\|23.37\|0.95\|23.19\|23.54\|22.97\|60586;2026-04-20\|23.19\|-0.77\|23.41\|23.46\|23.13\|55861;2026-04-21\|22.83\|-1.55\|23.21\|23.21\|22.72\|43570;2026-04-22\|23.18\|1.53\|22.90\|23.20\|22.80\|49595;2026-04-23\|22.70\|-2.07\|23.30\|23.33\|22.60\|55306;2026-04-24\|23.07\|1.63\|22.61\|23.35\|22.53\|70230;2026-04-27\|24.15\|4.68\|23.39\|24.20\|23.02\|120667;2026-04-28\|23.58\|-2.36\|24.15\|24.21\|23.43\|84434;2026-04-29\|22.62\|-4.07\|22.78\|22.85\|22.18\|107466;2026-04-30\|23.61\|4.38\|22.69\|23.80\|22.61\|105638;2026-05-06\|24.10\|2.08\|23.99\|24.77\|23.98\|128050;2026-05-07\|24.39\|1.20\|24.29\|24.53\|24.11\|80910;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\|115026868
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	2026-03-03\|44.36\|-4.81\|46.50\|47.65\|44.00\|143858;2026-03-04\|43.63\|-1.65\|43.86\|45.97\|43.22\|133006;2026-03-05\|42.92\|-1.63\|45.01\|45.35\|42.35\|138872;2026-03-06\|42.21\|-1.65\|42.48\|43.35\|42.08\|109431;2026-03-09\|39.91\|-5.45\|40.00\|40.40\|38.00\|159981;2026-03-10\|42.19\|5.71\|40.91\|42.69\|40.75\|133260;2026-03-11\|40.86\|-3.15\|42.17\|42.69\|40.67\|99762;2026-03-12\|40.00\|-2.10\|40.61\|41.18\|39.20\|96058;2026-03-13\|39.11\|-2.23\|39.46\|40.38\|38.94\|75331;2026-03-16\|39.88\|1.97\|39.00\|39.94\|37.80\|109935;2026-03-17\|38.35\|-3.84\|40.00\|40.18\|38.26\|63815;2026-03-18\|39.34\|2.58\|38.75\|39.53\|38.37\|65079;2026-03-19\|38.19\|-2.92\|38.61\|38.93\|37.88\|66127;2026-03-20\|36.86\|-3.48\|38.60\|38.72\|36.58\|90618;2026-03-23\|34.75\|-5.72\|36.06\|37.00\|34.35\|116322;2026-03-24\|35.94\|3.42\|35.53\|36.26\|34.30\|97678;2026-03-25\|36.33\|1.09\|36.29\|37.34\|35.94\|95045;2026-03-26\|36.80\|1.29\|36.00\|38.18\|35.82\|178676;2026-03-27\|37.50\|1.90\|36.05\|38.10\|35.80\|109800;2026-03-30\|38.31\|2.16\|37.00\|39.10\|36.10\|146943;2026-03-31\|36.84\|-3.84\|38.00\|38.37\|36.66\|89777;2026-04-01\|39.74\|7.87\|38.00\|40.27\|37.43\|191564;2026-04-02\|38.14\|-4.03\|38.96\|39.94\|37.70\|115849;2026-04-03\|38.02\|-0.31\|38.22\|38.88\|37.89\|106522;2026-04-07\|39.80\|4.68\|38.14\|40.47\|38.14\|183791;2026-04-08\|42.91\|7.81\|41.50\|43.15\|40.90\|157208;2026-04-09\|44.02\|2.59\|42.51\|46.28\|42.30\|210133;2026-04-10\|43.14\|-2.00\|45.02\|46.22\|43.11\|150887;2026-04-13\|45.30\|5.01\|42.80\|45.88\|42.80\|179532;2026-04-14\|47.66\|5.21\|45.90\|48.15\|45.11\|180602;2026-04-15\|47.53\|-0.27\|48.00\|49.25\|47.31\|168015;2026-04-16\|48.65\|2.36\|48.34\|49.68\|47.82\|125301;2026-04-17\|48.20\|-0.93\|48.38\|49.73\|47.50\|112839;2026-04-20\|47.48\|-1.49\|48.00\|48.80\|45.93\|178327;2026-04-21\|44.68\|-5.90\|46.24\|46.79\|43.94\|207001;2026-04-22\|47.85\|7.09\|44.88\|48.82\|43.34\|231696;2026-04-23\|45.95\|-3.97\|47.74\|47.99\|45.31\|123850;2026-04-24\|46.79\|1.83\|45.78\|48.44\|45.06\|192917;2026-04-27\|48.80\|4.30\|47.50\|49.83\|46.97\|185115;2026-04-28\|47.60\|-2.46\|48.00\|50.34\|47.18\|141933;2026-04-29\|46.72\|-1.85\|47.07\|47.90\|46.01\|97385;2026-04-30\|49.21\|5.33\|47.30\|49.55\|47.00\|166850;2026-05-06\|48.81\|-0.81\|51.00\|52.00\|48.70\|218796;2026-05-07\|49.99\|2.42\|49.00\|51.58\|48.11\|271358;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\|50193009
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	2026-03-03\|27.31\|-9.00\|30.01\|30.08\|27.18\|131114;2026-03-04\|26.65\|-2.42\|27.10\|27.80\|26.57\|100899;2026-03-05\|27.46\|3.04\|27.12\|27.84\|27.12\|87253;2026-03-06\|26.92\|-1.97\|27.24\|27.83\|26.70\|130102;2026-03-09\|25.63\|-4.79\|25.96\|25.98\|24.77\|195836;2026-03-10\|26.40\|3.00\|26.09\|26.57\|25.95\|97113;2026-03-11\|26.85\|1.70\|26.40\|27.59\|26.27\|122953;2026-03-12\|26.50\|-1.30\|27.01\|27.48\|26.22\|86293;2026-03-13\|25.67\|-3.13\|26.10\|26.98\|25.63\|91372;2026-03-16\|25.82\|0.58\|25.64\|25.90\|25.12\|68837;2026-03-17\|24.66\|-4.49\|26.00\|26.37\|24.58\|88706;2026-03-18\|25.00\|1.38\|24.66\|25.07\|24.51\|64270;2026-03-19\|23.87\|-4.52\|24.75\|24.75\|23.65\|100274;2026-03-20\|23.60\|-1.13\|23.93\|24.51\|23.36\|76944;2026-03-23\|22.42\|-5.00\|23.06\|23.67\|22.12\|121225;2026-03-24\|22.85\|1.92\|22.90\|22.90\|21.95\|102087;2026-03-25\|24.04\|5.21\|23.08\|24.10\|23.08\|134701;2026-03-26\|23.95\|-0.37\|24.05\|24.43\|23.80\|95776;2026-03-27\|24.44\|2.05\|23.59\|24.75\|23.50\|84338;2026-03-30\|24.19\|-1.02\|24.00\|24.36\|23.55\|65909;2026-03-31\|23.70\|-2.03\|24.14\|24.64\|23.68\|74525;2026-04-01\|24.55\|3.59\|24.30\|24.86\|24.08\|75796;2026-04-02\|23.75\|-3.26\|24.55\|24.58\|23.42\|61463;2026-04-03\|25.12\|5.77\|23.75\|25.37\|23.53\|142210;2026-04-07\|24.61\|-2.03\|24.95\|25.47\|24.50\|88711;2026-04-08\|25.80\|4.84\|25.47\|25.85\|24.72\|94741;2026-04-09\|25.28\|-2.02\|25.48\|25.80\|25.11\|92638;2026-04-10\|25.67\|1.54\|25.60\|26.38\|25.50\|108949;2026-04-13\|25.73\|0.23\|25.40\|26.40\|25.40\|102777;2026-04-14\|26.38\|2.53\|25.93\|26.39\|25.78\|86974;2026-04-15\|25.96\|-1.59\|26.33\|26.67\|25.84\|84146;2026-04-16\|26.81\|3.27\|26.20\|27.07\|25.96\|99165;2026-04-17\|28.61\|6.71\|26.83\|28.80\|26.83\|178129;2026-04-20\|30.60\|6.96\|28.51\|32.09\|27.70\|317986;2026-04-21\|29.13\|-4.80\|30.26\|30.57\|28.99\|246190;2026-04-22\|29.96\|2.85\|29.11\|30.47\|28.88\|177754;2026-04-23\|28.29\|-5.57\|29.97\|30.00\|28.01\|170164;2026-04-24\|27.71\|-2.05\|27.85\|28.33\|27.28\|147116;2026-04-27\|28.17\|1.66\|27.71\|28.80\|27.49\|132701;2026-04-28\|26.90\|-4.51\|28.06\|28.06\|26.65\|148915;2026-04-29\|26.83\|-0.26\|26.59\|27.58\|26.08\|161208;2026-04-30\|28.66\|6.82\|27.35\|29.13\|27.34\|279030;2026-05-06\|28.48\|-0.63\|29.30\|29.56\|28.32\|208885;2026-05-07\|29.04\|1.97\|28.50\|29.39\|28.34\|172488;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\|26844793
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	2026-03-03\|38.40\|-8.22\|41.84\|42.25\|38.38\|128265;2026-03-04\|38.35\|-0.13\|38.22\|39.15\|38.04\|48651;2026-03-05\|38.66\|0.81\|38.99\|39.75\|38.39\|58726;2026-03-06\|39.60\|2.43\|38.63\|39.66\|38.35\|44943;2026-03-09\|39.00\|-1.52\|39.16\|39.26\|37.88\|58990;2026-03-10\|40.09\|2.79\|39.76\|40.49\|39.65\|67126;2026-03-11\|39.38\|-1.77\|40.13\|40.36\|39.28\|44298;2026-03-12\|39.88\|1.27\|39.60\|40.72\|39.16\|61918;2026-03-13\|38.91\|-2.43\|39.60\|39.61\|38.72\|58553;2026-03-16\|39.35\|1.13\|38.91\|39.74\|38.16\|53375;2026-03-17\|38.17\|-3.00\|39.26\|39.42\|38.12\|53401;2026-03-18\|37.97\|-0.52\|38.35\|38.52\|37.40\|54979;2026-03-19\|37.17\|-2.11\|37.40\|37.80\|37.01\|48524;2026-03-20\|36.34\|-2.23\|37.30\|37.49\|36.22\|71637;2026-03-23\|34.92\|-3.91\|36.11\|36.35\|34.60\|63002;2026-03-24\|34.78\|-0.40\|35.45\|35.50\|33.63\|66128;2026-03-25\|35.91\|3.25\|35.10\|36.47\|35.00\|67517;2026-03-26\|35.35\|-1.56\|35.94\|36.10\|35.08\|41707;2026-03-27\|35.55\|0.57\|35.32\|35.95\|34.80\|29256;2026-03-30\|35.08\|-1.32\|35.11\|35.23\|34.33\|41710;2026-03-31\|34.37\|-2.02\|35.03\|35.37\|34.37\|30756;2026-04-01\|35.16\|2.30\|35.13\|35.36\|34.85\|37626;2026-04-02\|34.19\|-2.76\|34.91\|35.07\|34.00\|36001;2026-04-03\|34.21\|0.06\|34.41\|34.62\|34.00\|30577;2026-04-07\|34.69\|1.40\|34.34\|35.01\|34.33\|31654;2026-04-08\|36.58\|5.45\|35.43\|36.80\|35.43\|57475;2026-04-09\|35.96\|-1.69\|36.00\|36.55\|35.92\|34358;2026-04-10\|36.52\|1.56\|36.50\|36.84\|36.10\|45043;2026-04-13\|36.63\|0.30\|36.03\|37.04\|36.03\|31526;2026-04-14\|37.12\|1.34\|36.92\|37.30\|36.77\|42761;2026-04-15\|37.34\|0.59\|37.23\|37.70\|36.95\|64002;2026-04-16\|37.60\|0.70\|37.00\|37.90\|37.00\|36229;2026-04-17\|37.26\|-0.90\|37.53\|37.66\|37.13\|41736;2026-04-20\|36.78\|-1.29\|37.08\|37.33\|36.74\|57072;2026-04-21\|36.63\|-0.41\|36.78\|37.02\|36.11\|52365;2026-04-22\|37.07\|1.20\|36.36\|37.23\|36.23\|52555;2026-04-23\|37.08\|0.03\|37.12\|38.35\|36.90\|71649;2026-04-24\|38.01\|2.51\|37.80\|38.95\|37.50\|114064;2026-04-27\|39.11\|2.89\|37.98\|39.75\|37.79\|93831;2026-04-28\|38.02\|-2.79\|38.88\|39.40\|37.73\|73955;2026-04-29\|38.06\|0.11\|37.81\|38.30\|36.92\|55953;2026-04-30\|38.41\|0.92\|36.76\|38.98\|36.60\|124983;2026-05-06\|39.26\|2.21\|38.87\|39.95\|38.59\|130707;2026-05-07\|43.88\|11.77\|39.49\|45.27\|39.06\|233109;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\|16493718
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	2026-03-03\|19.60\|-6.31\|21.09\|21.18\|19.45\|366912;2026-03-04\|19.34\|-1.33\|19.30\|19.84\|19.30\|207735;2026-03-05\|20.24\|4.65\|19.89\|20.69\|19.89\|339784;2026-03-06\|20.41\|0.84\|20.01\|20.43\|20.00\|178266;2026-03-09\|21.97\|7.64\|20.05\|22.44\|19.80\|539185;2026-03-10\|22.76\|3.60\|22.10\|23.27\|21.92\|505679;2026-03-11\|22.64\|-0.53\|22.75\|23.17\|22.49\|388901;2026-03-12\|21.96\|-3.00\|22.42\|22.52\|21.84\|240075;2026-03-13\|23.22\|5.74\|21.80\|23.79\|21.37\|752797;2026-03-16\|23.05\|-0.73\|23.04\|23.33\|22.42\|415559;2026-03-17\|22.51\|-2.34\|23.01\|23.25\|22.50\|301249;2026-03-18\|23.57\|4.71\|22.73\|23.58\|22.72\|496244;2026-03-19\|22.73\|-3.56\|23.00\|23.15\|22.56\|327020;2026-03-20\|21.79\|-4.14\|22.80\|22.88\|21.78\|329316;2026-03-23\|20.64\|-5.28\|21.99\|22.30\|20.35\|359196;2026-03-24\|20.70\|0.29\|21.07\|21.18\|19.74\|311399;2026-03-25\|21.58\|4.25\|20.71\|22.99\|20.50\|525432;2026-03-26\|20.89\|-3.20\|21.47\|22.38\|20.73\|334772;2026-03-27\|20.80\|-0.43\|20.42\|21.29\|20.10\|277907;2026-03-30\|20.58\|-1.06\|20.21\|20.89\|19.83\|242548;2026-03-31\|20.01\|-2.77\|20.48\|21.23\|20.00\|283569;2026-04-01\|20.34\|1.65\|20.70\|21.16\|20.24\|257640;2026-04-02\|19.52\|-4.03\|20.15\|20.27\|19.40\|249886;2026-04-03\|18.74\|-4.00\|19.66\|19.73\|18.71\|234672;2026-04-07\|19.46\|3.84\|18.80\|20.05\|18.66\|324997;2026-04-08\|20.68\|6.27\|20.12\|21.05\|19.90\|422725;2026-04-09\|22.34\|8.03\|20.36\|23.32\|20.31\|1077899;2026-04-10\|21.84\|-2.24\|22.08\|22.65\|21.81\|596534;2026-04-13\|22.72\|4.03\|21.60\|23.68\|21.58\|719644;2026-04-14\|22.61\|-0.48\|22.80\|23.11\|22.33\|441514;2026-04-15\|21.93\|-3.01\|22.58\|22.80\|21.82\|310674;2026-04-16\|21.94\|0.05\|21.93\|22.10\|21.65\|242641;2026-04-17\|21.97\|0.14\|21.73\|22.23\|21.50\|356499;2026-04-20\|21.71\|-1.18\|21.89\|22.03\|21.57\|249190;2026-04-21\|21.14\|-2.63\|21.80\|21.91\|20.94\|256562;2026-04-22\|22.55\|6.67\|21.80\|22.88\|21.60\|593328;2026-04-23\|23.71\|5.14\|23.11\|24.50\|22.95\|1026943;2026-04-24\|23.10\|-2.57\|23.72\|24.20\|22.87\|592624;2026-04-27\|23.08\|-0.09\|23.22\|23.48\|22.60\|440823;2026-04-28\|22.22\|-3.73\|22.86\|22.88\|21.97\|381967;2026-04-29\|22.16\|-0.27\|21.97\|22.71\|21.94\|303117;2026-04-30\|23.05\|4.02\|22.32\|23.40\|21.90\|522944;2026-05-06\|24.14\|4.73\|23.16\|24.95\|23.15\|960546;2026-05-07\|24.74\|2.49\|24.19\|25.60\|24.19\|780295;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
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	2026-03-03\|82.76\|-6.24\|88.58\|92.86\|82.00\|87958;2026-03-04\|80.33\|-2.94\|81.19\|84.99\|80.20\|78021;2026-03-05\|80.60\|0.34\|82.00\|84.00\|80.11\|61526;2026-03-06\|80.00\|-0.74\|80.15\|81.56\|79.80\|42662;2026-03-09\|75.21\|-5.99\|76.01\|77.00\|71.54\|94264;2026-03-10\|78.39\|4.23\|76.99\|79.13\|76.60\|65516;2026-03-11\|76.33\|-2.63\|78.79\|79.24\|76.21\|52256;2026-03-12\|74.37\|-2.57\|76.01\|76.97\|73.53\|41753;2026-03-13\|73.06\|-1.76\|73.90\|74.83\|72.63\|35257;2026-03-16\|74.48\|1.94\|72.31\|74.59\|71.00\|50597;2026-03-17\|71.20\|-4.40\|74.99\|75.13\|71.14\|46824;2026-03-18\|72.15\|1.33\|72.02\|72.42\|71.15\|31920;2026-03-19\|70.00\|-2.98\|71.03\|71.35\|69.77\|34360;2026-03-20\|68.71\|-1.84\|70.85\|71.59\|68.71\|37419;2026-03-23\|64.95\|-5.47\|67.34\|68.00\|63.80\|53555;2026-03-24\|67.02\|3.19\|66.86\|67.29\|64.78\|52983;2026-03-25\|68.53\|2.25\|67.28\|69.38\|67.28\|43601;2026-03-26\|69.15\|0.90\|68.33\|70.38\|66.98\|58611;2026-03-27\|69.95\|1.16\|67.60\|70.29\|67.60\|47419;2026-03-30\|67.90\|-2.93\|67.95\|68.55\|66.02\|60447;2026-03-31\|65.57\|-3.43\|68.02\|68.50\|65.00\|45907;2026-04-01\|67.55\|3.02\|67.50\|68.41\|66.90\|39769;2026-04-02\|64.95\|-3.85\|67.20\|67.31\|64.40\|36284;2026-04-03\|67.34\|3.68\|66.58\|67.66\|65.00\|51812;2026-04-07\|66.76\|-0.86\|68.20\|69.50\|66.57\|49896;2026-04-08\|71.23\|6.70\|69.30\|71.28\|68.41\|64857;2026-04-09\|69.95\|-1.80\|69.90\|70.75\|69.59\|43663;2026-04-10\|72.41\|3.52\|70.72\|74.15\|70.60\|69154;2026-04-13\|78.80\|8.82\|72.44\|79.75\|72.44\|120893;2026-04-14\|84.60\|7.36\|78.31\|87.68\|77.04\|166708;2026-04-15\|79.99\|-5.45\|83.90\|84.49\|79.80\|97519;2026-04-16\|80.40\|0.51\|80.50\|82.45\|79.55\|60471;2026-04-17\|86.33\|7.38\|80.43\|88.39\|79.79\|123289;2026-04-20\|87.15\|0.95\|86.99\|91.40\|85.55\|108855;2026-04-21\|86.80\|-0.40\|86.40\|89.60\|85.63\|64141;2026-04-22\|89.55\|3.17\|86.50\|90.35\|85.54\|67696;2026-04-23\|84.10\|-6.09\|87.00\|87.70\|83.31\|101214;2026-04-24\|83.01\|-1.30\|83.99\|85.90\|82.66\|73264;2026-04-27\|85.36\|2.83\|85.59\|86.40\|83.50\|82193;2026-04-28\|82.38\|-3.49\|84.17\|85.90\|81.71\|66247;2026-04-29\|82.13\|-0.30\|82.08\|83.29\|79.89\|53917;2026-04-30\|83.70\|1.91\|82.50\|84.84\|81.85\|64624;2026-05-06\|85.21\|1.80\|84.64\|87.80\|84.00\|83087;2026-05-07\|92.56\|8.63\|85.52\|93.24\|85.23\|126140;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
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	2026-03-03\|72.68\|0.26\|74.50\|75.00\|72.63\|196238;2026-03-04\|68.03\|-6.40\|70.75\|70.79\|64.15\|159386;2026-03-05\|67.28\|-1.10\|69.17\|69.30\|66.66\|107253;2026-03-06\|67.52\|0.36\|67.00\|67.75\|66.78\|59721;2026-03-09\|66.01\|-2.24\|66.49\|66.60\|64.56\|96906;2026-03-10\|67.49\|2.24\|66.80\|67.62\|66.42\|80139;2026-03-11\|66.37\|-1.66\|67.49\|67.76\|66.27\|73971;2026-03-12\|65.60\|-1.16\|66.33\|66.80\|65.17\|56733;2026-03-13\|64.64\|-1.46\|65.30\|65.58\|64.52\|53293;2026-03-16\|65.75\|1.72\|64.71\|65.93\|63.63\|75770;2026-03-17\|64.27\|-2.25\|65.90\|65.93\|64.23\|54516;2026-03-18\|65.57\|2.02\|64.55\|66.00\|64.02\|74158;2026-03-19\|64.62\|-1.45\|64.60\|65.37\|64.30\|52905;2026-03-20\|64.43\|-0.29\|65.00\|65.52\|64.37\|66164;2026-03-23\|59.78\|-7.22\|63.00\|63.30\|59.59\|108143;2026-03-24\|60.36\|0.97\|60.77\|61.22\|58.34\|94931;2026-03-25\|60.89\|0.88\|60.37\|61.44\|60.17\|70249;2026-03-26\|59.36\|-2.51\|60.75\|61.19\|59.20\|60103;2026-03-27\|59.40\|0.07\|58.30\|59.88\|58.11\|47309;2026-03-30\|58.28\|-1.89\|58.60\|59.23\|57.20\|64783;2026-03-31\|57.61\|-1.15\|58.30\|59.25\|57.57\|55406;2026-04-01\|58.26\|1.13\|58.70\|58.89\|57.88\|50169;2026-04-02\|56.03\|-3.83\|58.00\|58.03\|55.71\|76801;2026-04-03\|55.05\|-1.75\|56.23\|56.52\|54.99\|56527;2026-04-07\|56.15\|2.00\|55.16\|56.83\|55.16\|57959;2026-04-08\|59.15\|5.34\|57.30\|59.18\|57.10\|95801;2026-04-09\|58.57\|-0.98\|58.48\|58.88\|58.18\|57199;2026-04-10\|59.54\|1.66\|58.98\|60.49\|58.77\|72336;2026-04-13\|60.24\|1.18\|58.90\|61.39\|58.80\|81684;2026-04-14\|60.83\|0.98\|60.84\|60.89\|60.19\|71392;2026-04-15\|60.84\|0.02\|61.50\|62.78\|60.80\|105769;2026-04-16\|60.91\|0.12\|60.71\|61.26\|60.57\|71992;2026-04-17\|61.64\|1.20\|60.60\|62.36\|60.41\|77121;2026-04-20\|62.30\|1.07\|61.50\|62.98\|61.33\|75631;2026-04-21\|61.37\|-1.49\|62.30\|62.30\|60.96\|60187;2026-04-22\|61.73\|0.59\|60.91\|61.82\|60.81\|61728;2026-04-23\|62.12\|0.63\|61.84\|62.90\|61.35\|93611;2026-04-24\|60.80\|-2.12\|60.50\|61.68\|58.88\|116855;2026-04-27\|63.68\|4.74\|61.51\|64.10\|61.05\|156919;2026-04-28\|62.12\|-2.45\|63.16\|64.28\|61.50\|104980;2026-04-29\|61.72\|-0.64\|61.51\|62.00\|60.70\|81486;2026-04-30\|65.98\|6.90\|61.90\|66.78\|61.73\|207394;2026-05-06\|67.16\|1.79\|67.58\|70.35\|66.95\|282535;2026-05-07\|67.30\|0.21\|67.16\|68.15\|66.32\|164388;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
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	2026-03-03\|45.90\|-8.20\|50.50\|50.50\|45.64\|51566;2026-03-04\|45.42\|-1.05\|45.58\|46.68\|45.04\|31718;2026-03-05\|47.16\|3.83\|46.42\|48.35\|46.42\|42312;2026-03-06\|47.19\|0.06\|46.80\|47.77\|46.74\|25910;2026-03-09\|47.28\|0.19\|46.00\|47.28\|45.03\|30304;2026-03-10\|49.92\|5.58\|48.30\|50.44\|47.52\|49808;2026-03-11\|48.81\|-2.22\|49.96\|50.47\|48.27\|39360;2026-03-12\|47.32\|-3.05\|48.30\|48.99\|47.01\|30460;2026-03-13\|47.43\|0.23\|46.83\|48.76\|46.60\|25256;2026-03-16\|49.27\|3.88\|47.29\|49.58\|47.02\|39317;2026-03-17\|47.56\|-3.47\|49.27\|49.77\|47.50\|24748;2026-03-18\|48.36\|1.68\|48.36\|48.45\|47.10\|23368;2026-03-19\|47.43\|-1.92\|47.87\|48.28\|46.60\|27891;2026-03-20\|46.01\|-2.99\|47.74\|48.82\|46.01\|32867;2026-03-23\|42.42\|-7.80\|44.98\|45.49\|42.31\|37213;2026-03-24\|44.00\|3.72\|43.53\|44.03\|42.20\|27394;2026-03-25\|44.51\|1.16\|44.00\|45.84\|43.22\|28590;2026-03-26\|43.10\|-3.17\|44.12\|44.55\|42.88\|26301;2026-03-27\|43.93\|1.93\|42.20\|44.44\|42.20\|18372;2026-03-30\|43.50\|-0.98\|43.10\|43.62\|42.61\|13457;2026-03-31\|42.23\|-2.92\|43.78\|44.10\|42.13\|16840;2026-04-01\|44.05\|4.31\|43.99\|44.25\|42.89\|23070;2026-04-02\|42.19\|-4.22\|43.80\|44.16\|41.86\|20412;2026-04-03\|41.78\|-0.97\|42.68\|42.68\|41.23\|16419;2026-04-07\|42.52\|1.77\|41.75\|43.20\|41.75\|15707;2026-04-08\|45.37\|6.70\|43.50\|45.39\|43.50\|22863;2026-04-09\|44.70\|-1.48\|44.60\|45.36\|44.39\|18808;2026-04-10\|45.08\|0.85\|45.13\|46.00\|45.01\|17211;2026-04-13\|45.87\|1.75\|44.51\|46.80\|44.47\|28288;2026-04-14\|46.74\|1.90\|46.35\|47.86\|46.33\|29617;2026-04-15\|45.75\|-2.12\|47.05\|47.55\|45.60\|22029;2026-04-16\|46.34\|1.29\|45.90\|46.41\|45.71\|18555;2026-04-17\|45.88\|-0.99\|46.07\|46.68\|45.64\|16543;2026-04-20\|45.22\|-1.44\|46.00\|46.27\|45.14\|19445;2026-04-21\|44.77\|-1.00\|45.22\|45.22\|44.17\|18059;2026-04-22\|46.11\|2.99\|44.53\|46.87\|44.51\|34401;2026-04-23\|45.00\|-2.41\|46.89\|46.89\|44.56\|27402;2026-04-24\|44.98\|-0.04\|45.00\|46.33\|44.90\|24974;2026-04-27\|46.72\|3.87\|45.35\|47.06\|43.37\|37368;2026-04-28\|45.88\|-1.80\|46.71\|47.30\|45.66\|24179;2026-04-29\|46.19\|0.68\|45.80\|46.65\|44.81\|23563;2026-04-30\|55.43\|20.00\|50.93\|55.43\|50.93\|58276;2026-05-06\|61.60\|11.13\|60.00\|66.38\|60.00\|163936;2026-05-07\|64.14\|4.12\|61.60\|66.40\|59.38\|122214;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\|8214179
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	2026-03-03\|169.80\|-7.37\|183.30\|184.01\|167.77\|107118;2026-03-04\|171.79\|1.17\|168.95\|172.43\|165.00\|62670;2026-03-05\|173.58\|1.04\|176.87\|178.99\|170.14\|58174;2026-03-06\|170.00\|-2.06\|172.00\|174.98\|169.09\|51609;2026-03-09\|172.00\|1.18\|164.90\|172.95\|161.61\|78416;2026-03-10\|173.20\|0.70\|175.00\|175.42\|169.80\|47044;2026-03-11\|170.20\|-1.73\|173.63\|174.60\|169.66\|45809;2026-03-12\|171.50\|0.76\|169.78\|174.00\|167.20\|51259;2026-03-13\|163.75\|-4.52\|168.00\|170.00\|161.80\|126583;2026-03-16\|167.66\|2.39\|165.00\|168.40\|158.79\|76883;2026-03-17\|162.79\|-2.90\|167.67\|168.32\|161.88\|42990;2026-03-18\|162.98\|0.12\|164.08\|164.68\|160.87\|35216;2026-03-19\|160.89\|-1.28\|159.00\|162.60\|157.00\|41838;2026-03-20\|164.41\|2.19\|161.97\|167.20\|160.00\|50028;2026-03-23\|155.70\|-5.30\|164.90\|164.90\|152.41\|56286;2026-03-24\|158.60\|1.86\|156.90\|159.74\|154.06\|36089;2026-03-25\|158.08\|-0.33\|158.96\|165.50\|157.68\|48964;2026-03-26\|155.72\|-1.49\|157.70\|160.33\|155.05\|41503;2026-03-27\|157.09\|0.88\|154.15\|158.38\|153.00\|34390;2026-03-30\|158.97\|1.20\|154.03\|162.99\|153.01\|56694;2026-03-31\|152.05\|-4.35\|159.00\|160.98\|152.05\|38517;2026-04-01\|158.23\|4.06\|158.10\|161.00\|156.00\|39556;2026-04-02\|150.38\|-4.96\|158.89\|158.89\|147.98\|46482;2026-04-03\|151.69\|0.87\|151.50\|154.13\|149.26\|28818;2026-04-07\|152.05\|0.24\|154.00\|154.50\|150.40\|25405;2026-04-08\|164.91\|8.46\|158.21\|165.50\|156.91\|65445;2026-04-09\|170.79\|3.57\|164.80\|176.39\|163.08\|68271;2026-04-10\|170.72\|-0.04\|174.20\|178.85\|170.35\|50405;2026-04-13\|165.60\|-3.00\|166.37\|169.90\|164.50\|55355;2026-04-14\|177.28\|7.05\|167.65\|182.72\|166.17\|77440;2026-04-15\|173.83\|-1.95\|178.53\|180.98\|172.59\|48276;2026-04-16\|176.49\|1.53\|173.80\|180.06\|171.05\|42951;2026-04-17\|177.20\|0.40\|175.50\|177.90\|173.55\|42210;2026-04-20\|170.25\|-3.92\|174.21\|174.99\|163.03\|98659;2026-04-21\|160.80\|-5.55\|170.00\|170.34\|160.16\|69777;2026-04-22\|171.88\|6.89\|160.15\|174.72\|160.15\|113613;2026-04-23\|167.12\|-2.77\|173.60\|173.60\|163.60\|52948;2026-04-24\|167.62\|0.30\|168.70\|171.28\|162.45\|59831;2026-04-27\|184.57\|10.11\|170.90\|188.86\|169.02\|128497;2026-04-28\|185.19\|0.34\|182.00\|191.20\|180.33\|87953;2026-04-29\|187.60\|1.30\|176.75\|188.59\|176.75\|79402;2026-04-30\|196.60\|4.80\|184.22\|198.88\|183.17\|86255;2026-05-06\|192.41\|-2.13\|197.00\|208.55\|192.35\|91161;2026-05-07\|197.99\|2.90\|194.60\|200.99\|191.21\|58490;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\|12149953
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	2026-03-03\|89.97\|-5.91\|96.01\|96.96\|89.91\|40840;2026-03-04\|88.90\|-1.19\|89.50\|91.44\|88.60\|24028;2026-03-05\|93.03\|4.65\|91.60\|96.35\|91.20\|49384;2026-03-06\|92.52\|-0.55\|91.80\|94.34\|91.50\|28701;2026-03-09\|90.94\|-1.71\|90.00\|91.75\|86.73\|36283;2026-03-10\|95.50\|5.01\|92.90\|95.50\|92.10\|34788;2026-03-11\|97.08\|1.65\|95.60\|100.64\|94.60\|70899;2026-03-12\|93.69\|-3.49\|96.36\|97.96\|92.80\|33715;2026-03-13\|92.45\|-1.32\|93.30\|95.68\|92.30\|27932;2026-03-16\|95.10\|2.87\|92.45\|95.10\|89.60\|38067;2026-03-17\|89.29\|-6.11\|94.68\|95.00\|89.26\|36794;2026-03-18\|91.16\|2.09\|90.11\|92.01\|88.71\|32218;2026-03-19\|87.21\|-4.33\|89.67\|90.17\|87.11\|34173;2026-03-20\|86.12\|-1.25\|88.75\|91.06\|86.09\|38666;2026-03-23\|81.50\|-5.36\|84.49\|85.80\|80.88\|32950;2026-03-24\|84.10\|3.19\|83.08\|84.29\|81.10\|27240;2026-03-25\|85.42\|1.57\|84.77\|86.39\|84.58\|21960;2026-03-26\|82.90\|-2.95\|85.01\|85.50\|82.50\|17026;2026-03-27\|85.28\|2.87\|81.51\|85.97\|81.26\|24486;2026-03-30\|84.64\|-0.75\|84.00\|85.15\|83.74\|13998;2026-03-31\|82.45\|-2.59\|84.63\|85.40\|82.40\|16826;2026-04-01\|92.08\|11.68\|84.30\|93.33\|84.01\|78468;2026-04-02\|89.37\|-2.94\|90.13\|92.68\|88.21\|41433;2026-04-03\|90.88\|1.69\|89.66\|93.38\|89.66\|48980;2026-04-07\|90.73\|-0.17\|92.65\|93.19\|90.50\|35590;2026-04-08\|98.05\|8.07\|93.99\|99.09\|91.99\|77529;2026-04-09\|98.22\|0.17\|96.00\|105.00\|95.63\|98324;2026-04-10\|96.57\|-1.68\|98.00\|99.22\|96.57\|59763;2026-04-13\|94.79\|-1.84\|95.49\|97.00\|94.18\|44774;2026-04-14\|96.10\|1.38\|95.65\|97.49\|95.00\|42509;2026-04-15\|93.63\|-2.57\|96.50\|96.50\|93.10\|44524;2026-04-16\|94.39\|0.81\|94.06\|95.35\|93.15\|28929;2026-04-17\|98.53\|4.39\|94.45\|100.00\|93.03\|73669;2026-04-20\|100.00\|1.49\|97.41\|100.93\|96.40\|79254;2026-04-21\|98.76\|-1.24\|97.50\|100.68\|96.30\|54733;2026-04-22\|100.00\|1.26\|97.74\|100.33\|97.66\|51616;2026-04-23\|96.40\|-3.60\|100.00\|100.99\|95.60\|52885;2026-04-24\|96.08\|-0.33\|95.23\|99.09\|95.23\|40468;2026-04-27\|99.98\|4.06\|97.00\|101.57\|95.94\|63847;2026-04-28\|100.00\|0.02\|99.98\|106.50\|99.00\|79858;2026-04-29\|100.59\|0.59\|99.00\|102.05\|97.02\|54195;2026-04-30\|103.78\|3.17\|100.90\|104.37\|99.45\|79189;2026-05-06\|105.93\|2.07\|103.79\|110.00\|102.88\|100543;2026-05-07\|108.08\|2.03\|105.00\|108.20\|103.50\|75539;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
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	2026-03-03\|120.38\|-13.03\|137.00\|138.42\|120.03\|80265;2026-03-04\|116.87\|-2.92\|118.00\|121.95\|115.50\|51988;2026-03-05\|120.20\|2.85\|121.00\|124.82\|118.04\|44777;2026-03-06\|126.60\|5.32\|119.01\|127.61\|119.01\|54657;2026-03-09\|120.05\|-5.17\|120.00\|122.00\|114.82\|51095;2026-03-10\|121.40\|1.12\|123.50\|124.48\|119.50\|43560;2026-03-11\|112.62\|-7.23\|121.50\|123.14\|112.00\|73638;2026-03-12\|110.02\|-2.31\|112.01\|115.97\|108.00\|49555;2026-03-13\|106.57\|-3.14\|108.60\|111.29\|106.00\|39583;2026-03-16\|109.01\|2.29\|106.26\|110.93\|104.87\|43712;2026-03-17\|104.25\|-4.37\|109.99\|109.99\|103.89\|42020;2026-03-18\|106.38\|2.04\|104.99\|106.57\|103.10\|37153;2026-03-19\|99.91\|-6.08\|103.00\|105.00\|99.10\|71251;2026-03-20\|97.92\|-1.99\|101.71\|103.47\|97.92\|50730;2026-03-23\|90.90\|-7.17\|95.80\|96.90\|90.00\|51375;2026-03-24\|94.40\|3.85\|93.60\|95.70\|90.28\|46993;2026-03-25\|97.13\|2.89\|96.00\|99.12\|94.72\|45820;2026-03-26\|93.04\|-4.21\|97.10\|98.77\|92.70\|35088;2026-03-27\|94.10\|1.14\|93.00\|95.21\|91.37\|31973;2026-03-30\|93.79\|-0.33\|92.69\|94.60\|91.60\|29318;2026-03-31\|88.80\|-5.32\|94.10\|94.10\|88.80\|40908;2026-04-01\|94.55\|6.48\|92.00\|95.85\|91.39\|59466;2026-04-02\|90.09\|-4.72\|93.66\|94.50\|88.71\|42404;2026-04-03\|88.35\|-1.93\|90.91\|91.30\|87.58\|35715;2026-04-07\|91.16\|3.18\|89.00\|93.43\|89.00\|42705;2026-04-08\|99.56\|9.21\|95.43\|99.82\|94.00\|66796;2026-04-09\|97.50\|-2.07\|97.00\|100.10\|96.55\|46752;2026-04-10\|99.10\|1.64\|98.50\|102.20\|98.36\|63863;2026-04-13\|104.11\|5.06\|98.50\|106.89\|98.48\|82024;2026-04-14\|109.04\|4.74\|106.69\|112.66\|105.00\|98784;2026-04-15\|105.45\|-3.29\|110.02\|110.80\|104.66\|70084;2026-04-16\|107.34\|1.79\|106.59\|108.00\|104.25\|53728;2026-04-17\|105.48\|-1.73\|105.96\|108.05\|104.43\|52249;2026-04-20\|105.25\|-0.22\|104.60\|107.70\|103.54\|43076;2026-04-21\|101.63\|-3.44\|104.24\|104.24\|99.60\|53259;2026-04-22\|103.60\|1.94\|101.70\|103.78\|99.60\|56573;2026-04-23\|98.00\|-5.41\|103.99\|105.20\|96.10\|70736;2026-04-24\|103.26\|5.37\|97.73\|108.10\|95.47\|122370;2026-04-27\|114.00\|10.40\|105.33\|114.80\|103.30\|148520;2026-04-28\|105.20\|-7.72\|112.00\|113.99\|104.52\|97674;2026-04-29\|106.00\|0.76\|104.01\|107.21\|100.68\|64565;2026-04-30\|122.80\|15.85\|108.36\|125.00\|108.00\|174963;2026-05-06\|124.06\|1.03\|125.48\|133.00\|119.90\|210319;2026-05-07\|125.90\|1.48\|124.43\|127.00\|122.00\|116300;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\|12371185
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	2026-03-03\|44.75\|-3.24\|46.14\|46.96\|44.71\|8183;2026-03-04\|44.25\|-1.12\|44.40\|45.17\|44.11\|6670;2026-03-05\|44.30\|0.11\|44.50\|45.38\|44.26\|6310;2026-03-06\|44.89\|1.33\|44.64\|45.24\|44.33\|5452;2026-03-09\|44.43\|-1.02\|45.01\|45.01\|43.03\|8030;2026-03-10\|45.51\|2.43\|44.87\|45.67\|44.74\|7164;2026-03-11\|45.06\|-0.99\|45.73\|45.88\|44.80\|5659;2026-03-12\|43.54\|-3.37\|45.28\|45.31\|43.30\|8374;2026-03-13\|42.73\|-1.86\|43.66\|43.87\|42.62\|10281;2026-03-16\|43.04\|0.73\|42.60\|43.72\|42.37\|8151;2026-03-17\|42.18\|-2.00\|43.05\|43.19\|41.94\|6694;2026-03-18\|43.15\|2.30\|42.49\|43.45\|41.78\|7799;2026-03-19\|41.43\|-3.99\|42.50\|42.65\|41.29\|6518;2026-03-20\|40.40\|-2.49\|41.42\|42.00\|40.31\|6951;2026-03-23\|37.60\|-6.93\|40.33\|40.33\|37.24\|12026;2026-03-24\|39.72\|5.64\|39.02\|39.93\|37.91\|10274;2026-03-25\|40.80\|2.72\|40.03\|41.10\|40.03\|6101;2026-03-26\|40.14\|-1.62\|40.40\|41.07\|39.79\|6088;2026-03-27\|40.42\|0.70\|39.19\|40.89\|39.19\|5461;2026-03-30\|40.36\|-0.15\|39.60\|40.66\|39.60\|4127;2026-03-31\|39.68\|-1.68\|40.50\|41.48\|39.62\|7396;2026-04-01\|40.35\|1.69\|40.72\|40.72\|39.76\|6078;2026-04-02\|39.58\|-1.91\|40.47\|40.47\|39.27\|5018;2026-04-03\|39.04\|-1.36\|40.00\|40.00\|38.47\|5701;2026-04-07\|39.32\|0.72\|38.08\|39.64\|38.08\|6176;2026-04-08\|41.24\|4.88\|40.00\|41.27\|40.00\|8276;2026-04-09\|40.39\|-2.06\|41.50\|41.50\|40.39\|5911;2026-04-10\|40.95\|1.39\|40.86\|41.78\|40.82\|6593;2026-04-13\|40.81\|-0.34\|41.00\|41.00\|40.35\|4662;2026-04-14\|41.37\|1.37\|41.01\|41.59\|40.81\|7352;2026-04-15\|40.79\|-1.40\|41.34\|41.99\|40.72\|7163;2026-04-16\|42.30\|3.70\|40.99\|42.30\|40.51\|8907;2026-04-17\|44.90\|6.15\|42.13\|45.15\|41.60\|22644;2026-04-20\|44.80\|-0.22\|44.75\|45.80\|44.35\|12833;2026-04-21\|45.18\|0.85\|44.66\|46.23\|43.43\|13282;2026-04-22\|48.21\|6.71\|44.97\|48.98\|44.70\|27145;2026-04-23\|48.36\|0.31\|47.55\|48.99\|46.82\|18327;2026-04-24\|48.90\|1.12\|47.66\|49.25\|47.66\|15648;2026-04-27\|51.49\|5.30\|48.90\|52.36\|48.90\|27733;2026-04-28\|51.14\|-0.68\|51.58\|52.28\|50.28\|16821;2026-04-29\|51.75\|1.19\|50.59\|52.80\|50.12\|21242;2026-04-30\|55.99\|8.19\|51.70\|56.56\|51.48\|25356;2026-05-06\|57.21\|2.18\|56.88\|57.98\|55.63\|22290;2026-05-07\|58.74\|2.67\|57.30\|59.22\|56.60\|21653;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\|1813182
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	2026-03-03\|10.99\|-6.39\|11.73\|11.87\|10.99\|105610;2026-03-04\|10.78\|-1.91\|10.93\|11.15\|10.76\|67091;2026-03-05\|11.11\|3.06\|11.08\|11.28\|11.06\|56648;2026-03-06\|11.25\|1.26\|11.08\|11.31\|11.05\|45076;2026-03-09\|11.39\|1.24\|11.18\|11.46\|10.96\|62101;2026-03-10\|11.80\|3.60\|11.48\|11.86\|11.48\|76443;2026-03-11\|11.61\|-1.61\|11.80\|11.99\|11.61\|60810;2026-03-12\|11.51\|-0.86\|11.60\|11.68\|11.41\|49271;2026-03-13\|11.36\|-1.30\|11.49\|11.58\|11.30\|45850;2026-03-16\|11.57\|1.85\|11.36\|11.60\|11.26\|35606;2026-03-17\|11.28\|-2.51\|11.48\|11.64\|11.28\|41363;2026-03-18\|11.62\|3.01\|11.33\|11.63\|11.33\|46577;2026-03-19\|11.31\|-2.67\|11.50\|11.52\|11.24\|41810;2026-03-20\|10.95\|-3.18\|11.38\|11.46\|10.95\|63426;2026-03-23\|10.04\|-8.31\|10.65\|10.75\|10.00\|86588;2026-03-24\|10.40\|3.59\|10.25\|10.43\|10.05\|46120;2026-03-25\|10.82\|4.04\|10.40\|10.82\|10.40\|54833;2026-03-26\|10.42\|-3.70\|11.00\|11.00\|10.37\|47307;2026-03-27\|10.64\|2.11\|10.29\|10.72\|10.26\|41092;2026-03-30\|10.54\|-0.94\|10.45\|10.62\|10.36\|31753;2026-03-31\|10.36\|-1.71\|10.68\|10.70\|10.36\|34463;2026-04-01\|10.50\|1.35\|10.60\|10.63\|10.38\|38669;2026-04-02\|10.26\|-2.29\|10.42\|10.50\|10.20\|32379;2026-04-03\|10.08\|-1.75\|10.24\|10.35\|10.02\|27283;2026-04-07\|10.21\|1.29\|10.06\|10.35\|10.06\|25789;2026-04-08\|10.90\|6.76\|10.50\|10.91\|10.50\|55189;2026-04-09\|10.72\|-1.65\|10.78\|10.90\|10.69\|41055;2026-04-10\|10.88\|1.49\|10.75\|11.11\|10.75\|38051;2026-04-13\|11.11\|2.11\|10.85\|11.26\|10.76\|45669;2026-04-14\|11.32\|1.89\|11.25\|11.40\|11.12\|41813;2026-04-15\|11.24\|-0.71\|11.31\|11.40\|11.16\|38160;2026-04-16\|11.53\|2.58\|11.29\|11.65\|11.25\|53182;2026-04-17\|11.85\|2.78\|11.51\|12.17\|11.51\|84476;2026-04-20\|11.88\|0.25\|12.00\|12.04\|11.85\|54845;2026-04-21\|12.03\|1.26\|11.82\|12.10\|11.67\|57969;2026-04-22\|12.10\|0.58\|12.10\|12.18\|11.93\|61333;2026-04-23\|12.12\|0.17\|11.99\|12.43\|11.90\|136057;2026-04-24\|12.21\|0.74\|11.98\|12.40\|11.98\|95130;2026-04-27\|13.09\|7.21\|12.26\|13.12\|12.26\|165313;2026-04-28\|12.90\|-1.45\|12.88\|13.23\|12.69\|133312;2026-04-29\|12.87\|-0.23\|12.72\|13.01\|12.65\|66589;2026-04-30\|13.44\|4.43\|12.88\|13.72\|12.83\|161666;2026-05-06\|13.37\|-0.52\|13.62\|13.97\|13.36\|234728;2026-05-07\|13.67\|2.24\|13.50\|13.81\|13.25\|146658;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\|32736231
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”	2026-03-03\|32.22\|-2.25\|32.92\|34.34\|31.13\|72719;2026-03-04\|31.97\|-0.78\|31.71\|32.87\|31.40\|34424;2026-03-05\|33.18\|3.78\|32.74\|33.56\|32.59\|36451;2026-03-06\|33.99\|2.44\|33.40\|34.25\|32.49\|30700;2026-03-09\|33.16\|-2.44\|33.70\|33.70\|31.80\|32589;2026-03-10\|35.80\|7.96\|33.82\|36.69\|33.45\|54929;2026-03-11\|34.52\|-3.58\|35.80\|36.06\|34.43\|50853;2026-03-12\|33.52\|-2.90\|34.50\|35.18\|33.00\|35056;2026-03-13\|37.09\|10.65\|33.79\|39.97\|33.21\|120153;2026-03-16\|38.04\|2.56\|35.99\|38.48\|35.99\|96793;2026-03-17\|36.49\|-4.07\|37.80\|39.41\|36.42\|67718;2026-03-18\|37.01\|1.43\|36.74\|37.30\|35.80\|49988;2026-03-19\|35.80\|-3.27\|36.36\|36.99\|35.40\|40101;2026-03-20\|34.45\|-3.77\|35.99\|36.47\|34.33\|38490;2026-03-23\|32.07\|-6.91\|32.90\|34.00\|31.89\|42412;2026-03-24\|33.33\|3.93\|32.65\|33.91\|31.74\|39605;2026-03-25\|33.81\|1.44\|33.34\|34.58\|33.25\|33689;2026-03-26\|32.22\|-4.70\|33.82\|33.86\|32.10\|28335;2026-03-27\|32.21\|-0.03\|31.66\|32.86\|31.40\|19942;2026-03-30\|31.47\|-2.30\|31.51\|31.59\|30.47\|29279;2026-03-31\|30.65\|-2.61\|31.18\|32.10\|30.65\|23642;2026-04-01\|31.94\|4.21\|31.38\|32.14\|31.32\|24896;2026-04-02\|32.88\|2.94\|31.80\|34.84\|31.80\|50842;2026-04-03\|32.25\|-1.92\|33.19\|33.59\|31.92\|28119;2026-04-07\|33.85\|4.96\|32.17\|34.33\|32.17\|39013;2026-04-08\|35.60\|5.17\|34.51\|35.78\|34.34\|33754;2026-04-09\|35.54\|-0.17\|35.13\|36.00\|34.99\|28858;2026-04-10\|36.18\|1.80\|36.00\|37.48\|35.95\|37345;2026-04-13\|35.62\|-1.55\|35.98\|36.47\|34.78\|30733;2026-04-14\|35.89\|0.76\|36.07\|36.50\|35.35\|30254;2026-04-15\|35.96\|0.20\|36.09\|36.88\|35.50\|27376;2026-04-16\|36.52\|1.56\|35.90\|36.57\|35.69\|22832;2026-04-17\|37.40\|2.41\|36.60\|37.68\|36.27\|34684;2026-04-20\|37.07\|-0.88\|37.40\|37.72\|36.69\|23185;2026-04-21\|36.90\|-0.46\|37.18\|37.18\|35.81\|20432;2026-04-22\|37.72\|2.22\|36.68\|37.90\|36.61\|24092;2026-04-23\|38.30\|1.54\|38.98\|39.99\|37.72\|65632;2026-04-24\|40.00\|4.44\|38.30\|40.88\|38.06\|65358;2026-04-27\|39.66\|-0.85\|40.76\|41.16\|39.16\|47546;2026-04-28\|38.97\|-1.74\|40.00\|40.40\|38.52\|36713;2026-04-29\|38.91\|-0.15\|38.39\|39.12\|37.83\|32566;2026-04-30\|39.09\|0.46\|38.79\|40.11\|38.67\|40049;2026-05-06\|39.00\|-0.23\|39.42\|40.47\|38.66\|53299;2026-05-07\|40.08\|2.77\|39.35\|40.08\|38.44\|42300;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\|16098820
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	2026-03-03\|14.41\|-6.37\|15.41\|15.53\|14.35\|391493;2026-03-04\|14.65\|1.67\|14.19\|15.06\|14.19\|286880;2026-03-05\|15.19\|3.69\|14.93\|15.38\|14.93\|274195;2026-03-06\|15.49\|1.98\|15.04\|15.68\|14.99\|246043;2026-03-09\|15.63\|0.90\|15.21\|15.72\|14.95\|326081;2026-03-10\|16.42\|5.05\|15.84\|16.76\|15.75\|590085;2026-03-11\|16.69\|1.64\|16.34\|16.98\|16.27\|532813;2026-03-12\|16.85\|0.96\|16.69\|17.48\|16.65\|462646;2026-03-13\|16.42\|-2.55\|16.70\|16.97\|16.36\|358185;2026-03-16\|17.37\|5.79\|16.51\|17.75\|16.50\|656295;2026-03-17\|18.78\|8.12\|17.67\|19.44\|17.50\|1027912;2026-03-18\|18.65\|-0.69\|18.77\|18.95\|18.20\|713548;2026-03-19\|18.56\|-0.48\|18.32\|19.60\|17.78\|819092;2026-03-20\|18.02\|-2.91\|18.94\|19.30\|17.93\|720317;2026-03-23\|16.56\|-8.10\|17.90\|17.98\|16.40\|614720;2026-03-24\|17.74\|7.13\|17.39\|17.83\|16.50\|574036;2026-03-25\|19.33\|8.96\|18.88\|20.55\|18.30\|973131;2026-03-26\|18.39\|-4.86\|19.00\|19.13\|18.26\|590065;2026-03-27\|18.20\|-1.03\|17.71\|18.62\|17.53\|436942;2026-03-30\|17.78\|-2.31\|17.57\|18.21\|17.57\|337030;2026-03-31\|17.16\|-3.49\|17.40\|17.59\|16.53\|427712;2026-04-01\|17.91\|4.37\|17.58\|18.55\|17.21\|624540;2026-04-02\|17.43\|-2.68\|18.61\|18.63\|17.26\|412735;2026-04-03\|17.03\|-2.29\|17.61\|17.87\|16.75\|342862;2026-04-07\|18.08\|6.17\|17.10\|18.85\|17.03\|499445;2026-04-08\|20.05\|10.90\|19.00\|20.20\|18.42\|650171;2026-04-09\|20.60\|2.74\|19.65\|21.75\|19.59\|714498;2026-04-10\|21.05\|2.18\|20.90\|21.52\|20.61\|542052;2026-04-13\|20.78\|-1.28\|21.22\|21.88\|20.53\|423223;2026-04-14\|20.95\|0.82\|21.17\|21.36\|20.63\|408714;2026-04-15\|20.01\|-4.49\|20.81\|20.95\|19.85\|376215;2026-04-16\|20.60\|2.95\|20.00\|20.97\|19.68\|421374;2026-04-17\|20.38\|-1.07\|20.40\|20.79\|20.15\|301853;2026-04-20\|20.45\|0.34\|20.55\|20.67\|20.15\|309747;2026-04-21\|20.75\|1.47\|20.33\|21.22\|19.84\|452177;2026-04-22\|21.25\|2.41\|20.70\|21.48\|20.55\|504334;2026-04-23\|20.74\|-2.40\|21.32\|21.37\|20.26\|500345;2026-04-24\|19.36\|-6.65\|21.07\|21.31\|18.59\|960515;2026-04-27\|20.07\|3.67\|19.67\|20.55\|19.67\|682237;2026-04-28\|19.81\|-1.30\|19.78\|20.25\|19.55\|422731;2026-04-29\|20.00\|0.96\|19.60\|20.55\|19.53\|403723;2026-04-30\|20.46\|2.30\|20.17\|21.02\|19.88\|521886;2026-05-06\|22.89\|11.88\|21.28\|23.77\|21.28\|951605;2026-05-07\|23.60\|3.10\|22.80\|24.24\|22.50\|727120;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
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	2026-03-03\|20.64\|-7.32\|22.27\|22.47\|20.55\|122473;2026-03-04\|20.47\|-0.82\|20.70\|21.00\|20.36\|67303;2026-03-05\|21.01\|2.64\|21.00\|21.43\|20.81\|79803;2026-03-06\|21.35\|1.62\|20.85\|21.46\|20.83\|52212;2026-03-09\|21.19\|-0.75\|20.96\|21.28\|20.25\|83261;2026-03-10\|21.82\|2.97\|21.44\|21.88\|21.43\|62189;2026-03-11\|21.63\|-0.87\|21.91\|22.12\|21.55\|46359;2026-03-12\|21.24\|-1.80\|21.50\|21.74\|21.08\|49667;2026-03-13\|21.11\|-0.61\|21.10\|21.43\|20.87\|42065;2026-03-16\|21.64\|2.51\|21.03\|21.67\|20.74\|52837;2026-03-17\|21.03\|-2.82\|21.78\|22.27\|21.02\|57389;2026-03-18\|21.74\|3.38\|21.38\|21.87\|21.11\|78563;2026-03-19\|21.10\|-2.94\|21.28\|21.54\|20.98\|66704;2026-03-20\|20.56\|-2.56\|21.25\|21.25\|20.56\|54785;2026-03-23\|19.27\|-6.27\|20.00\|20.45\|19.11\|83990;2026-03-24\|19.61\|1.76\|19.92\|19.92\|19.01\|57357;2026-03-25\|19.94\|1.68\|19.73\|20.31\|19.70\|48920;2026-03-26\|19.64\|-1.50\|19.99\|20.14\|19.55\|39479;2026-03-27\|19.92\|1.43\|19.41\|19.96\|19.25\|39820;2026-03-30\|20.17\|1.25\|19.60\|20.20\|19.43\|46261;2026-03-31\|19.58\|-2.93\|20.15\|20.27\|19.57\|40161;2026-04-01\|20.07\|2.50\|20.09\|20.20\|19.82\|41428;2026-04-02\|19.57\|-2.49\|19.88\|19.96\|19.36\|40789;2026-04-03\|19.44\|-0.66\|19.59\|19.75\|19.32\|35029;2026-04-07\|19.80\|1.85\|19.43\|20.07\|19.43\|37802;2026-04-08\|20.78\|4.95\|20.36\|20.78\|20.21\|59337;2026-04-09\|20.94\|0.77\|20.51\|21.47\|20.50\|70102;2026-04-10\|21.00\|0.29\|21.17\|21.46\|21.00\|65532;2026-04-13\|20.96\|-0.19\|20.81\|21.24\|20.81\|63205;2026-04-14\|21.32\|1.72\|21.10\|21.45\|21.10\|48861;2026-04-15\|20.99\|-1.55\|21.48\|21.48\|20.97\|42452;2026-04-16\|21.68\|3.29\|21.00\|21.77\|20.94\|71677;2026-04-17\|21.59\|-0.42\|21.65\|21.69\|21.40\|45376;2026-04-20\|21.99\|1.85\|21.65\|22.15\|21.59\|69017;2026-04-21\|22.28\|1.32\|22.50\|23.32\|22.05\|115859;2026-04-22\|22.69\|1.84\|22.05\|22.75\|22.03\|86257;2026-04-23\|22.91\|0.97\|22.63\|23.57\|22.63\|104463;2026-04-24\|22.85\|-0.26\|22.88\|23.28\|22.52\|68590;2026-04-27\|23.75\|3.94\|22.78\|24.30\|22.67\|159330;2026-04-28\|23.33\|-1.77\|24.00\|24.15\|23.19\|142057;2026-04-29\|23.02\|-1.33\|23.29\|23.29\|22.60\|121169;2026-04-30\|24.27\|5.43\|23.09\|24.53\|22.88\|188132;2026-05-06\|24.06\|-0.87\|24.75\|25.10\|24.00\|244296;2026-05-07\|24.47\|1.70\|24.12\|24.64\|24.08\|149306;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\|19205028
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	2026-03-03\|36.15\|-1.50\|36.93\|36.94\|33.90\|229459;2026-03-04\|34.88\|-3.51\|35.79\|36.33\|34.40\|109320;2026-03-05\|35.23\|1.00\|36.00\|37.65\|34.46\|226795;2026-03-06\|34.00\|-3.49\|35.10\|35.30\|32.80\|206191;2026-03-09\|33.96\|-0.12\|33.00\|34.77\|32.44\|138942;2026-03-10\|34.18\|0.65\|34.30\|34.61\|33.39\|107038;2026-03-11\|32.84\|-3.92\|34.00\|34.78\|32.60\|106711;2026-03-12\|33.39\|1.67\|32.84\|34.50\|32.49\|124024;2026-03-13\|34.05\|1.98\|33.38\|34.88\|32.93\|148613;2026-03-16\|34.16\|0.32\|33.92\|34.18\|32.58\|105827;2026-03-17\|33.69\|-1.38\|34.18\|35.05\|33.50\|108429;2026-03-18\|34.50\|2.40\|33.80\|34.63\|33.30\|115447;2026-03-19\|32.64\|-5.39\|33.50\|35.15\|32.51\|134403;2026-03-20\|30.67\|-6.04\|32.69\|33.33\|30.19\|123063;2026-03-23\|28.70\|-6.42\|30.21\|30.67\|28.56\|109258;2026-03-24\|29.50\|2.79\|29.40\|29.82\|28.63\|99567;2026-03-25\|30.06\|1.90\|29.90\|30.53\|29.60\|83040;2026-03-26\|29.00\|-3.53\|30.00\|30.48\|28.77\|66790;2026-03-27\|29.91\|3.14\|28.67\|30.26\|28.18\|68053;2026-03-30\|29.66\|-0.84\|29.50\|30.15\|28.94\|66331;2026-03-31\|29.60\|-0.20\|29.48\|30.97\|29.48\|82875;2026-04-01\|30.58\|3.31\|30.08\|30.93\|29.32\|100654;2026-04-02\|28.74\|-6.02\|30.38\|30.38\|28.50\|70988;2026-04-03\|28.68\|-0.21\|28.74\|29.29\|28.51\|40548;2026-04-07\|28.51\|-0.59\|28.68\|29.33\|28.34\|37078;2026-04-08\|30.98\|8.66\|29.08\|31.30\|29.08\|97440;2026-04-09\|32.03\|3.39\|30.48\|32.99\|30.34\|168267;2026-04-10\|32.20\|0.53\|32.03\|32.92\|31.70\|129555;2026-04-13\|32.45\|0.78\|31.66\|32.80\|31.22\|111972;2026-04-14\|32.18\|-0.83\|32.45\|32.92\|31.90\|105358;2026-04-15\|31.18\|-3.11\|32.45\|32.68\|30.90\|77903;2026-04-16\|32.35\|3.75\|30.56\|32.60\|30.56\|81845;2026-04-17\|31.07\|-3.96\|32.34\|32.48\|30.99\|75970;2026-04-20\|32.08\|3.25\|30.89\|32.38\|30.62\|81658;2026-04-21\|31.73\|-1.09\|32.12\|32.22\|31.20\|79899;2026-04-22\|31.57\|-0.50\|31.69\|32.00\|31.02\|88972;2026-04-23\|31.46\|-0.35\|31.57\|31.98\|30.61\|83226;2026-04-24\|31.27\|-0.60\|31.22\|31.98\|30.98\|86261;2026-04-27\|34.26\|9.56\|32.10\|35.02\|31.66\|187524;2026-04-28\|30.84\|-9.98\|34.18\|34.18\|30.43\|178246;2026-04-29\|31.08\|0.78\|30.38\|31.61\|29.23\|132069;2026-04-30\|32.94\|5.98\|31.00\|33.05\|30.85\|110658;2026-05-06\|34.34\|4.25\|35.00\|35.63\|33.35\|173460;2026-05-07\|39.94\|16.31\|34.54\|40.20\|34.48\|211682;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\|19457851
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	2026-03-03\|32.31\|-4.41\|34.01\|34.37\|32.20\|103962;2026-03-04\|31.89\|-1.30\|31.99\|32.73\|31.77\|62772;2026-03-05\|31.91\|0.06\|32.50\|33.22\|31.73\|87061;2026-03-06\|31.88\|-0.09\|31.78\|32.23\|31.44\|45410;2026-03-09\|31.03\|-2.67\|31.12\|31.33\|30.23\|69038;2026-03-10\|31.75\|2.32\|31.58\|31.94\|31.27\|51239;2026-03-11\|31.90\|0.47\|31.80\|32.63\|31.77\|52841;2026-03-12\|31.22\|-2.13\|31.65\|32.20\|31.08\|44171;2026-03-13\|30.75\|-1.51\|31.07\|31.43\|30.71\|36803;2026-03-16\|31.06\|1.01\|30.88\|31.15\|30.15\|48985;2026-03-17\|30.11\|-3.06\|31.17\|31.25\|30.08\|49942;2026-03-18\|30.71\|1.99\|30.27\|30.78\|30.10\|32267;2026-03-19\|30.03\|-2.21\|30.28\|30.44\|29.94\|43177;2026-03-20\|29.42\|-2.03\|30.15\|30.35\|29.41\|45538;2026-03-23\|28.10\|-4.49\|28.74\|29.25\|27.87\|78346;2026-03-24\|28.77\|2.38\|28.50\|28.77\|27.79\|46532;2026-03-25\|29.18\|1.43\|28.99\|29.40\|28.80\|37201;2026-03-26\|28.60\|-1.99\|28.91\|29.12\|28.40\|32456;2026-03-27\|28.93\|1.15\|28.21\|29.13\|28.21\|27714;2026-03-30\|28.76\|-0.59\|28.67\|28.93\|28.40\|22184;2026-03-31\|27.85\|-3.16\|28.80\|28.90\|27.77\|41936;2026-04-01\|28.56\|2.55\|28.31\|28.64\|28.15\|28363;2026-04-02\|27.65\|-3.19\|28.50\|28.57\|27.51\|31979;2026-04-03\|27.70\|0.18\|27.83\|28.10\|27.67\|24599;2026-04-07\|28.90\|4.33\|27.90\|29.53\|27.85\|50717;2026-04-08\|30.03\|3.91\|29.56\|30.08\|29.33\|46546;2026-04-09\|29.86\|-0.57\|29.68\|30.49\|29.58\|42162;2026-04-10\|30.35\|1.64\|30.13\|30.85\|30.00\|49512;2026-04-13\|30.21\|-0.46\|30.11\|30.81\|30.03\|48578;2026-04-14\|31.13\|3.05\|30.82\|32.00\|30.51\|74692;2026-04-15\|31.86\|2.35\|31.50\|32.43\|31.00\|86422;2026-04-16\|32.28\|1.32\|32.30\|32.38\|31.67\|51822;2026-04-17\|32.60\|0.99\|32.20\|33.08\|32.09\|74769;2026-04-20\|31.68\|-2.82\|30.82\|32.77\|30.60\|137156;2026-04-21\|31.97\|0.92\|31.98\|32.28\|31.15\|71922;2026-04-22\|32.73\|2.38\|31.94\|32.90\|31.80\|70524;2026-04-23\|32.13\|-1.83\|32.79\|32.98\|31.85\|63842;2026-04-24\|32.28\|0.47\|32.09\|33.05\|32.06\|63770;2026-04-27\|33.40\|3.47\|32.42\|34.02\|32.42\|86243;2026-04-28\|33.50\|0.30\|33.10\|33.85\|32.70\|68030;2026-04-29\|32.61\|-2.66\|33.00\|33.26\|32.17\|73487;2026-04-30\|32.66\|0.15\|32.85\|32.93\|32.10\|55237;2026-05-06\|33.42\|2.33\|32.98\|34.51\|32.97\|114465;2026-05-07\|33.39\|-0.09\|33.56\|33.58\|33.00\|69258;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\|42303016
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	2026-03-03\|21.11\|-6.80\|22.76\|22.81\|21.05\|57514;2026-03-04\|20.66\|-2.13\|21.19\|21.72\|20.38\|57048;2026-03-05\|20.98\|1.55\|20.91\|21.20\|20.67\|36095;2026-03-06\|21.25\|1.29\|20.97\|21.56\|20.59\|31677;2026-03-09\|21.52\|1.27\|21.27\|21.66\|20.63\|37566;2026-03-10\|22.19\|3.11\|21.60\|22.20\|21.54\|32054;2026-03-11\|22.70\|2.30\|22.19\|23.33\|22.00\|48435;2026-03-12\|22.39\|-1.37\|22.38\|22.95\|22.25\|26235;2026-03-13\|21.87\|-2.32\|22.38\|22.42\|21.77\|20061;2026-03-16\|21.56\|-1.42\|21.61\|21.86\|21.31\|22721;2026-03-17\|21.06\|-2.32\|21.51\|21.92\|21.04\|24686;2026-03-18\|21.75\|3.28\|20.91\|21.78\|20.91\|18802;2026-03-19\|21.25\|-2.30\|21.42\|21.87\|21.14\|13588;2026-03-20\|20.01\|-5.84\|21.42\|21.65\|20.00\|26322;2026-03-23\|18.67\|-6.70\|19.90\|20.04\|18.55\|29921;2026-03-24\|20.13\|7.82\|19.50\|20.16\|19.02\|22955;2026-03-25\|20.32\|0.94\|20.25\|20.60\|20.09\|14146;2026-03-26\|20.23\|-0.44\|20.22\|20.60\|19.95\|11826;2026-03-27\|20.70\|2.32\|19.74\|20.70\|19.74\|13723;2026-03-30\|21.96\|6.09\|20.27\|22.06\|20.27\|35420;2026-03-31\|21.20\|-3.46\|21.85\|21.89\|21.13\|30046;2026-04-01\|21.66\|2.17\|21.58\|21.80\|21.23\|22614;2026-04-02\|21.59\|-0.32\|21.51\|21.98\|21.31\|16311;2026-04-03\|21.00\|-2.73\|21.74\|21.78\|20.86\|17662;2026-04-07\|20.82\|-0.86\|20.82\|21.14\|20.64\|14202;2026-04-08\|23.04\|10.66\|21.40\|23.22\|21.40\|55580;2026-04-09\|22.72\|-1.39\|22.87\|23.11\|22.46\|32547;2026-04-10\|22.78\|0.26\|22.63\|23.37\|22.59\|26422;2026-04-13\|22.60\|-0.79\|22.61\|22.93\|22.17\|22823;2026-04-14\|22.38\|-0.97\|22.67\|22.95\|22.23\|18563;2026-04-15\|22.45\|0.31\|22.60\|23.04\|22.32\|23594;2026-04-16\|23.34\|3.96\|22.44\|23.50\|22.30\|32082;2026-04-17\|23.35\|0.04\|23.43\|23.70\|22.88\|27357;2026-04-20\|24.12\|3.30\|23.32\|24.18\|22.95\|34949;2026-04-21\|24.40\|1.16\|24.11\|24.42\|23.44\|27940;2026-04-22\|24.59\|0.78\|24.28\|25.15\|24.03\|33879;2026-04-23\|23.55\|-4.23\|24.65\|24.65\|23.32\|30266;2026-04-24\|23.21\|-1.44\|23.50\|23.57\|22.86\|21538;2026-04-27\|22.58\|-2.71\|21.89\|23.27\|21.81\|43579;2026-04-28\|22.98\|1.77\|22.58\|23.58\|22.29\|29524;2026-04-29\|23.28\|1.31\|23.22\|23.49\|22.61\|22018;2026-04-30\|23.37\|0.39\|23.20\|23.63\|23.10\|20891;2026-05-06\|23.14\|-0.98\|23.51\|23.68\|22.86\|26899;2026-05-07\|23.62\|2.07\|23.15\|23.81\|22.89\|17954;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\|3845630
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	2026-03-03\|40.25\|-7.51\|43.90\|44.30\|40.05\|113228;2026-03-04\|40.10\|-0.37\|40.08\|40.79\|39.39\|110110;2026-03-05\|43.87\|9.40\|41.32\|45.50\|41.01\|247834;2026-03-06\|42.71\|-2.64\|42.62\|44.15\|42.62\|122509;2026-03-09\|42.24\|-1.10\|41.70\|42.50\|40.80\|101121;2026-03-10\|43.28\|2.46\|43.15\|43.96\|42.73\|102679;2026-03-11\|41.81\|-3.40\|43.27\|43.55\|41.63\|100417;2026-03-12\|40.81\|-2.39\|41.60\|42.10\|40.30\|69256;2026-03-13\|40.15\|-1.62\|40.32\|41.10\|39.40\|70739;2026-03-16\|41.63\|3.69\|39.90\|42.20\|39.22\|112958;2026-03-17\|39.74\|-4.54\|41.70\|41.72\|39.65\|74766;2026-03-18\|41.74\|5.03\|40.46\|42.47\|39.78\|117832;2026-03-19\|40.59\|-2.76\|41.28\|41.72\|40.38\|80613;2026-03-20\|39.11\|-3.65\|40.67\|41.17\|39.08\|86678;2026-03-23\|36.50\|-6.67\|38.38\|38.54\|36.32\|85068;2026-03-24\|37.08\|1.59\|37.58\|37.85\|35.85\|65925;2026-03-25\|38.69\|4.34\|37.53\|40.38\|37.48\|130636;2026-03-26\|38.38\|-0.80\|39.16\|40.43\|38.20\|113558;2026-03-27\|38.25\|-0.34\|37.90\|39.00\|37.29\|78272;2026-03-30\|38.70\|1.18\|37.54\|38.75\|37.36\|58592;2026-03-31\|37.08\|-4.19\|38.43\|38.70\|37.08\|59491;2026-04-01\|40.21\|8.44\|38.51\|40.40\|38.45\|139227;2026-04-02\|38.58\|-4.05\|39.95\|40.14\|38.20\|90547;2026-04-03\|37.95\|-1.63\|38.91\|39.00\|37.58\|63382;2026-04-07\|38.70\|1.98\|38.05\|39.91\|38.05\|80711;2026-04-08\|40.70\|5.17\|40.00\|40.74\|39.48\|93565;2026-04-09\|40.59\|-0.27\|40.06\|41.07\|39.95\|87716;2026-04-10\|42.50\|4.71\|40.93\|43.75\|40.90\|208499;2026-04-13\|46.86\|10.26\|43.31\|48.55\|43.18\|306884;2026-04-14\|47.20\|0.73\|46.94\|49.80\|46.78\|206179;2026-04-15\|44.52\|-5.68\|47.48\|47.83\|44.38\|138339;2026-04-16\|44.62\|0.22\|44.51\|45.10\|43.81\|107921;2026-04-17\|44.50\|-0.27\|44.10\|45.29\|44.06\|90288;2026-04-20\|44.55\|0.11\|44.80\|44.94\|43.82\|96792;2026-04-21\|46.15\|3.59\|44.55\|46.59\|43.80\|196518;2026-04-22\|46.54\|0.85\|45.69\|47.50\|45.13\|171461;2026-04-23\|45.81\|-1.57\|46.54\|47.14\|44.75\|130807;2026-04-24\|47.65\|4.02\|45.90\|47.88\|45.86\|206821;2026-04-27\|46.00\|-3.46\|46.55\|46.87\|42.88\|189073;2026-04-28\|44.49\|-3.28\|45.28\|46.08\|43.85\|144017;2026-04-29\|45.85\|3.06\|44.02\|46.50\|44.02\|121350;2026-04-30\|46.53\|1.48\|45.86\|46.99\|45.40\|147300;2026-05-06\|47.10\|1.23\|47.24\|48.30\|47.03\|201554;2026-05-07\|48.14\|2.21\|47.34\|48.58\|46.78\|163978;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
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	2026-03-03\|13.66\|-5.01\|14.45\|14.58\|13.64\|188145;2026-03-04\|13.65\|-0.07\|13.56\|14.03\|13.55\|117957;2026-03-05\|14.00\|2.56\|13.97\|14.28\|13.91\|145198;2026-03-06\|13.90\|-0.71\|13.91\|14.09\|13.86\|101659;2026-03-09\|13.73\|-1.22\|13.62\|13.77\|13.26\|123733;2026-03-10\|14.12\|2.84\|13.92\|14.22\|13.91\|118571;2026-03-11\|13.99\|-0.92\|14.12\|14.26\|13.97\|90957;2026-03-12\|13.80\|-1.36\|13.95\|14.02\|13.69\|85692;2026-03-13\|13.55\|-1.81\|13.61\|13.93\|13.50\|99548;2026-03-16\|13.81\|1.92\|13.53\|13.87\|13.38\|110419;2026-03-17\|13.40\|-2.97\|13.78\|13.80\|13.40\|103439;2026-03-18\|13.59\|1.42\|13.51\|13.61\|13.30\|92587;2026-03-19\|13.08\|-3.75\|13.41\|13.41\|13.03\|140313;2026-03-20\|12.77\|-2.37\|13.15\|13.21\|12.77\|101222;2026-03-23\|11.91\|-6.73\|12.60\|12.70\|11.82\|149752;2026-03-24\|12.18\|2.27\|12.15\|12.23\|11.87\|90431;2026-03-25\|12.34\|1.31\|12.26\|12.48\|12.21\|97398;2026-03-26\|12.15\|-1.54\|12.33\|12.37\|12.08\|82259;2026-03-27\|12.26\|0.91\|12.01\|12.34\|11.96\|71043;2026-03-30\|12.16\|-0.82\|12.10\|12.21\|11.94\|71477;2026-03-31\|11.96\|-1.64\|12.12\|12.33\|11.92\|79052;2026-04-01\|12.23\|2.26\|12.24\|12.28\|12.08\|87046;2026-04-02\|11.96\|-2.21\|12.22\|12.23\|11.86\|92635;2026-04-03\|11.87\|-0.75\|11.99\|12.07\|11.86\|66148;2026-04-07\|12.08\|1.77\|11.91\|12.18\|11.91\|63200;2026-04-08\|12.66\|4.80\|12.45\|12.67\|12.37\|114508;2026-04-09\|12.67\|0.08\|12.51\|12.89\|12.47\|104277;2026-04-10\|12.74\|0.55\|12.78\|13.08\|12.74\|93621;2026-04-13\|12.67\|-0.55\|12.73\|12.90\|12.60\|81623;2026-04-14\|12.91\|1.89\|12.82\|13.06\|12.80\|106048;2026-04-15\|12.78\|-1.01\|13.05\|13.08\|12.74\|77155;2026-04-16\|12.92\|1.10\|12.76\|12.96\|12.71\|75837;2026-04-17\|13.13\|1.63\|12.91\|13.20\|12.82\|112815;2026-04-20\|12.42\|-5.41\|12.40\|12.56\|12.09\|267183;2026-04-21\|11.91\|-4.11\|12.34\|12.34\|11.88\|194844;2026-04-22\|12.73\|6.88\|11.85\|12.78\|11.83\|254553;2026-04-23\|12.58\|-1.18\|12.77\|13.18\|12.50\|179752;2026-04-24\|12.69\|0.87\|12.62\|12.92\|12.57\|135025;2026-04-27\|13.02\|2.60\|12.70\|13.16\|12.70\|146303;2026-04-28\|12.95\|-0.54\|12.96\|13.14\|12.77\|122930;2026-04-29\|12.80\|-1.16\|12.81\|12.93\|12.69\|106360;2026-04-30\|12.97\|1.33\|12.80\|13.03\|12.71\|106255;2026-05-06\|13.10\|1.00\|13.32\|13.48\|13.07\|161023;2026-05-07\|13.15\|0.38\|13.18\|13.21\|13.07\|120630;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\|44038290
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	2026-03-03\|98.40\|-6.68\|105.59\|107.40\|98.35\|77750;2026-03-04\|97.59\|-0.82\|98.00\|100.18\|97.18\|39563;2026-03-05\|98.12\|0.54\|99.95\|100.37\|97.68\|38230;2026-03-06\|100.00\|1.92\|97.71\|101.88\|97.01\|37353;2026-03-09\|99.28\|-0.72\|98.00\|99.89\|96.00\|46128;2026-03-10\|107.46\|8.24\|100.87\|109.21\|100.68\|128818;2026-03-11\|108.08\|0.58\|109.61\|110.80\|107.40\|91307;2026-03-12\|109.06\|0.91\|108.04\|111.00\|107.46\|57153;2026-03-13\|106.90\|-1.98\|107.88\|109.56\|106.60\|41094;2026-03-16\|109.89\|2.80\|106.65\|110.86\|104.79\|67089;2026-03-17\|107.26\|-2.39\|109.50\|110.99\|107.20\|58054;2026-03-18\|111.94\|4.36\|108.58\|114.67\|106.15\|79926;2026-03-19\|107.96\|-3.56\|108.38\|109.40\|107.27\|56979;2026-03-20\|108.77\|0.75\|107.98\|111.66\|105.80\|79644;2026-03-23\|107.02\|-1.61\|106.01\|110.11\|105.06\|79549;2026-03-24\|104.01\|-2.81\|108.90\|109.30\|99.90\|98119;2026-03-25\|105.18\|1.12\|104.35\|107.16\|103.68\|65493;2026-03-26\|107.52\|2.22\|105.18\|112.72\|103.99\|83912;2026-03-27\|109.10\|1.47\|106.00\|109.60\|104.94\|68931;2026-03-30\|107.01\|-1.92\|107.51\|108.74\|104.50\|64708;2026-03-31\|101.45\|-5.20\|107.14\|107.14\|101.45\|70957;2026-04-01\|101.80\|0.34\|103.07\|104.71\|100.50\|57580;2026-04-02\|97.25\|-4.47\|100.85\|100.87\|96.92\|58818;2026-04-03\|97.37\|0.12\|97.60\|98.28\|96.08\|32743;2026-04-07\|97.93\|0.58\|97.45\|98.34\|96.79\|26478;2026-04-08\|101.50\|3.65\|100.44\|101.50\|99.40\|49175;2026-04-09\|99.53\|-1.94\|100.20\|100.50\|99.07\|30169;2026-04-10\|100.70\|1.18\|100.00\|102.50\|100.00\|40690;2026-04-13\|100.16\|-0.54\|99.99\|101.21\|99.62\|27879;2026-04-14\|102.06\|1.90\|101.52\|103.00\|100.88\|49296;2026-04-15\|100.41\|-1.62\|102.80\|102.81\|99.90\|48590;2026-04-16\|99.66\|-0.75\|98.00\|99.71\|97.90\|43478;2026-04-17\|99.46\|-0.20\|99.66\|100.28\|98.88\|29680;2026-04-20\|102.34\|2.90\|99.50\|103.02\|99.46\|52152;2026-04-21\|101.01\|-1.30\|102.01\|102.01\|100.00\|31830;2026-04-22\|101.75\|0.73\|100.88\|101.86\|100.30\|34825;2026-04-23\|106.00\|4.18\|101.70\|110.50\|101.51\|108860;2026-04-24\|108.70\|2.55\|106.08\|110.69\|106.01\|101205;2026-04-27\|110.70\|1.84\|109.00\|111.66\|107.55\|85899;2026-04-28\|111.08\|0.34\|109.39\|113.66\|109.01\|92567;2026-04-29\|109.90\|-1.06\|110.18\|111.06\|106.71\|74424;2026-04-30\|103.92\|-5.44\|102.41\|104.30\|100.25\|135504;2026-05-06\|105.14\|1.17\|105.79\|108.19\|104.69\|90287;2026-05-07\|106.00\|0.82\|106.13\|106.50\|104.44\|69725;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
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	2026-03-03\|330.49\|-6.46\|354.67\|359.99\|330.01\|10496;2026-03-04\|322.46\|-2.43\|325.03\|332.87\|321.08\|6302;2026-03-05\|334.90\|3.86\|330.00\|348.10\|328.00\|10386;2026-03-06\|337.78\|0.86\|332.00\|347.49\|331.00\|9062;2026-03-09\|329.66\|-2.40\|328.00\|331.74\|316.00\|8431;2026-03-10\|345.80\|4.90\|336.38\|348.11\|335.99\|8659;2026-03-11\|355.88\|2.92\|345.80\|368.68\|345.80\|14893;2026-03-12\|340.44\|-4.34\|353.23\|357.44\|335.65\|8393;2026-03-13\|329.78\|-3.13\|339.05\|339.50\|328.88\|6327;2026-03-16\|331.88\|0.64\|328.91\|334.17\|320.01\|7983;2026-03-17\|314.14\|-5.35\|329.75\|333.55\|314.00\|8889;2026-03-18\|324.36\|3.25\|316.39\|324.50\|310.00\|8053;2026-03-19\|311.90\|-3.84\|316.00\|319.49\|308.90\|10451;2026-03-20\|307.00\|-1.57\|311.99\|320.80\|306.50\|6935;2026-03-23\|290.00\|-5.54\|300.19\|305.00\|286.20\|7630;2026-03-24\|297.52\|2.59\|296.58\|297.60\|288.39\|5772;2026-03-25\|300.93\|1.15\|299.52\|310.50\|298.54\|7070;2026-03-26\|292.56\|-2.78\|300.80\|300.80\|290.61\|4227;2026-03-27\|308.62\|5.49\|286.19\|312.98\|286.10\|9210;2026-03-30\|308.60\|-0.01\|305.31\|313.00\|302.08\|6569;2026-03-31\|299.59\|-2.92\|306.22\|309.83\|298.66\|4689;2026-04-01\|321.51\|7.32\|307.00\|324.48\|302.00\|13393;2026-04-02\|300.88\|-6.42\|320.00\|321.00\|299.17\|10339;2026-04-03\|307.69\|2.26\|301.75\|315.00\|301.75\|7951;2026-04-07\|314.12\|2.09\|318.95\|328.88\|309.00\|10292;2026-04-08\|344.50\|9.67\|325.00\|344.86\|318.01\|19746;2026-04-09\|344.43\|-0.02\|335.32\|352.75\|334.24\|11490;2026-04-10\|351.00\|1.91\|346.96\|356.88\|340.11\|15641;2026-04-13\|339.47\|-3.28\|347.49\|351.17\|337.00\|11405;2026-04-14\|348.66\|2.71\|339.50\|358.00\|338.36\|12172;2026-04-15\|345.50\|-0.91\|350.00\|359.80\|344.00\|11184;2026-04-16\|353.40\|2.29\|355.13\|358.50\|347.00\|9969;2026-04-17\|411.11\|16.33\|353.45\|424.00\|347.90\|32610;2026-04-20\|465.50\|13.23\|423.80\|468.49\|423.45\|44012;2026-04-21\|481.38\|3.41\|464.35\|487.96\|460.00\|37317;2026-04-22\|498.22\|3.50\|475.21\|501.99\|467.00\|27532;2026-04-23\|487.55\|-2.14\|508.18\|511.00\|475.23\|21557;2026-04-24\|466.01\|-4.42\|497.30\|498.55\|457.76\|23666;2026-04-27\|464.40\|-0.35\|459.98\|481.00\|450.01\|22439;2026-04-28\|461.37\|-0.65\|460.00\|483.00\|453.99\|20692;2026-04-29\|474.90\|2.93\|463.40\|476.99\|460.90\|17888;2026-04-30\|474.50\|-0.08\|451.16\|481.50\|448.15\|25636;2026-05-06\|536.28\|13.02\|482.22\|568.00\|462.03\|48605;2026-05-07\|550.76\|2.70\|520.00\|580.50\|516.94\|40691;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\|3379147
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	2026-03-03\|31.07\|-6.05\|33.07\|33.48\|30.94\|543232;2026-03-04\|31.58\|1.64\|30.47\|32.57\|30.47\|404343;2026-03-05\|32.47\|2.82\|32.45\|33.74\|32.00\|452640;2026-03-06\|31.64\|-2.56\|32.11\|32.65\|31.47\|369812;2026-03-09\|31.07\|-1.80\|30.48\|31.24\|29.53\|458421;2026-03-10\|31.67\|1.93\|31.66\|32.25\|31.38\|307658;2026-03-11\|31.10\|-1.80\|31.67\|32.07\|31.00\|280187;2026-03-12\|30.54\|-1.80\|30.95\|31.49\|30.20\|279302;2026-03-13\|30.28\|-0.85\|30.25\|31.22\|29.85\|295950;2026-03-16\|30.65\|1.22\|30.27\|30.76\|29.52\|308958;2026-03-17\|29.26\|-4.54\|30.88\|30.95\|29.21\|327658;2026-03-18\|30.20\|3.21\|29.59\|30.25\|29.38\|285781;2026-03-19\|29.13\|-3.54\|29.64\|29.69\|28.92\|282475;2026-03-20\|28.12\|-3.47\|29.38\|29.45\|28.10\|292924;2026-03-23\|26.83\|-4.59\|27.55\|27.96\|26.60\|291363;2026-03-24\|27.21\|1.42\|27.30\|27.42\|26.43\|219940;2026-03-25\|27.62\|1.51\|27.42\|27.90\|27.42\|241241;2026-03-26\|26.87\|-2.72\|27.48\|27.58\|26.77\|187398;2026-03-27\|26.90\|0.11\|26.40\|27.28\|26.32\|174023;2026-03-30\|26.95\|0.19\|26.35\|27.05\|26.25\|159132;2026-03-31\|26.36\|-2.19\|26.85\|27.08\|26.32\|169440;2026-04-01\|27.01\|2.47\|26.93\|27.20\|26.76\|180305;2026-04-02\|26.07\|-3.48\|26.90\|26.96\|25.94\|226002;2026-04-03\|26.66\|2.26\|26.19\|27.20\|25.92\|246471;2026-04-07\|26.75\|0.34\|26.70\|27.16\|26.56\|188656;2026-04-08\|28.14\|5.20\|27.46\|28.14\|27.21\|349598;2026-04-09\|27.89\|-0.89\|27.75\|28.12\|27.60\|226101;2026-04-10\|28.00\|0.39\|28.21\|28.63\|27.99\|243250;2026-04-13\|28.08\|0.29\|27.75\|28.32\|27.67\|179384;2026-04-14\|30.30\|7.91\|28.32\|30.66\|28.32\|657841;2026-04-15\|29.66\|-2.11\|30.00\|30.44\|29.61\|366102;2026-04-16\|29.71\|0.17\|29.75\|30.00\|29.44\|267690;2026-04-17\|31.24\|5.15\|30.00\|31.93\|29.80\|633495;2026-04-20\|30.81\|-1.38\|31.68\|31.68\|30.43\|547198;2026-04-21\|30.90\|0.29\|30.63\|31.44\|30.15\|355675;2026-04-22\|32.03\|3.66\|30.76\|32.20\|30.71\|482694;2026-04-23\|31.69\|-1.06\|32.03\|32.18\|31.31\|388431;2026-04-24\|31.40\|-0.92\|31.49\|32.24\|31.21\|309405;2026-04-27\|31.93\|1.69\|31.79\|32.84\|31.78\|500828;2026-04-28\|31.20\|-2.29\|31.78\|31.92\|30.92\|357669;2026-04-29\|30.65\|-1.76\|30.01\|30.98\|30.01\|367740;2026-04-30\|31.10\|1.47\|30.90\|31.35\|30.27\|367018;2026-05-06\|31.57\|1.51\|31.80\|32.50\|31.51\|535463;2026-05-07\|32.41\|2.66\|31.89\|32.68\|31.37\|454404;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

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