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
134431	优必选Thinker-Sim具身智能仿真平台正式发布	机器人+电子皮肤+微透膜行业原因： 1、10月22日，宇树科技CEO王兴兴表示，物理AI目前已经看到取得突破的苗头，快的话可能需要1至2年，慢的话可能需要2至3年。 2、华泰证券指出，物理AI正逐步从概念走向落地，OpenAI等模型企业自研人形机器人有望加速这一进程，数据、模型、本体及零部件、应用等全产业链环节均有望受益。公司原因： 1、据2026年9月28日互动易，公司高耐弯折线缆已向北美某头部人形机器人客户小批量供货，电子皮肤手套获北美客户100套订单，并中标中国电信人工智能研究院机器人硬件项目；公司同时表示，具身智能业务2026年营收不超过1000万元，对整体业绩贡献较小。 2、据2026年半年报，公司依托自研膨体聚四氟乙烯微孔膜布局机器人电子皮肤基材，材料具备柔韧、耐弯折、防水防尘等特性。 3、据2025年年报，公司主要产品包括膨体聚四氟乙烯微透产品、凝露及气体管理产品、二氧化硅气凝胶和高性能线束，应用覆盖汽车、新能源、消费电子等领域。	1、公司布局电子皮肤基材及高耐弯折机器人线缆，线缆已向北美头部客户小批量出货，电子皮肤获北美客户100套灵巧手手套订单； 2、公司作为国内PTFE膜应用领域的参与者，ePTFE绕包材料已通过部分下游客户产品验证	2026-06-25\|91.52\|4.00\|88.30\|95.30\|85.30\|49084;2026-06-26\|94.47\|3.22\|95.06\|95.38\|90.41\|44497;2026-06-29\|91.15\|-3.51\|94.98\|98.44\|88.90\|42588;2026-06-30\|89.84\|-1.44\|90.51\|91.84\|88.00\|30546;2026-07-01\|86.00\|-4.27\|91.07\|92.37\|85.01\|34155;2026-07-02\|90.40\|5.12\|84.61\|94.88\|81.03\|60457;2026-07-03\|91.76\|1.50\|88.44\|93.66\|87.96\|31566;2026-07-06\|88.84\|-3.18\|91.77\|93.14\|88.28\|30946;2026-07-07\|84.31\|-5.10\|87.06\|89.88\|83.10\|27876;2026-07-08\|77.00\|-8.67\|83.55\|84.88\|76.00\|33620;2026-07-09\|79.16\|2.81\|77.00\|79.36\|74.55\|24294;2026-07-10\|76.86\|-2.91\|79.00\|80.31\|76.78\|30034;2026-07-13\|75.83\|-1.34\|79.74\|83.62\|75.01\|36679;2026-07-14\|76.78\|1.25\|75.01\|76.98\|72.13\|22510;2026-07-15\|72.53\|-5.54\|76.58\|77.66\|71.51\|26007;2026-07-16\|74.09\|2.15\|72.52\|77.97\|71.52\|30801;2026-07-17\|70.03\|-5.48\|73.60\|76.00\|69.90\|29403;2026-07-20\|56.02\|-20.01\|72.00\|72.96\|56.02\|52026;2026-07-21\|57.82\|3.21\|58.43\|59.00\|48.02\|48575;2026-07-22\|57.35\|-0.81\|56.80\|60.40\|56.23\|29859;2026-07-23\|55.00\|-4.10\|56.17\|58.52\|53.68\|24389;2026-07-24\|49.31\|-10.35\|53.97\|54.74\|48.85\|46833;2026-07-27\|55.91\|13.38\|51.00\|55.99\|49.00\|53452;2026-07-28\|52.50\|-6.10\|55.40\|56.50\|52.30\|33462;2026-07-29\|51.00\|-2.86\|52.13\|52.72\|49.20\|28282;2026-07-30\|48.00\|-5.88\|50.63\|51.27\|46.44\|30099;2026-07-31\|50.58\|5.38\|50.56\|52.24\|50.13\|26807;2026-08-03\|49.66\|-1.82\|50.11\|51.06\|48.43\|22424;2026-08-04\|51.00\|2.70\|50.01\|51.49\|49.25\|24315;2026-08-05\|53.30\|4.51\|51.50\|53.73\|51.00\|23229;2026-08-06\|54.10\|1.50\|53.12\|54.38\|52.08\|23362;2026-08-07\|54.70\|1.11\|54.40\|55.24\|52.36\|20787;2026-08-10\|53.88\|-1.50\|56.00\|56.03\|52.90\|20122;2026-08-11\|55.75\|3.47\|54.00\|57.29\|52.74\|28438;2026-08-12\|55.90\|0.27\|56.68\|56.68\|55.15\|16533;2026-08-13\|55.30\|-1.07\|56.65\|57.92\|54.54\|22201;2026-08-14\|54.51\|-1.43\|55.29\|55.59\|53.50\|19444;2026-08-17\|56.75\|4.11\|55.00\|56.88\|54.73\|22152;2026-08-18\|57.10\|0.62\|56.75\|57.60\|56.10\|20778;2026-08-19\|51.00\|-10.68\|55.96\|56.00\|50.80\|29815;2026-08-20\|51.93\|1.82\|51.10\|52.78\|51.00\|19337;2026-08-21\|52.16\|0.44\|50.71\|53.30\|50.13\|15871;2026-08-24\|49.79\|-4.54\|52.16\|52.66\|48.77\|19997;2026-08-25\|49.48\|-0.62\|48.88\|50.78\|48.53\|14866;2026-08-26\|49.71\|0.46\|49.47\|50.77\|48.77\|18966;2026-08-27\|55.98\|12.61\|50.90\|56.11\|49.56\|59175;2026-08-28\|53.40\|-4.61\|57.99\|60.00\|53.29\|73005;2026-08-31\|54.15\|1.40\|50.09\|56.10\|50.03\|51834;2026-09-01\|51.19\|-5.47\|54.15\|54.18\|50.60\|47881;2026-09-02\|51.70\|1.00\|50.50\|52.12\|49.80\|26484;2026-09-03\|48.94\|-5.34\|52.15\|52.15\|48.20\|49770;2026-09-04\|48.00\|-1.92\|49.06\|49.73\|47.50\|29700;2026-09-07\|48.63\|1.31\|47.55\|49.04\|47.55\|23424;2026-09-08\|47.78\|-1.75\|48.63\|49.18\|47.42\|21523;2026-09-09\|47.82\|0.08\|47.79\|48.90\|47.25\|15144;2026-09-10\|47.16\|-1.38\|47.21\|47.90\|46.62\|16637;2026-09-11\|44.89\|-4.81\|46.29\|46.81\|44.09\|27664;2026-09-14\|45.68\|1.76\|44.20\|46.12\|43.53\|18394;2026-09-15\|45.69\|0.02\|45.88\|46.99\|45.12\|17126;2026-09-16\|46.89\|2.63\|45.20\|47.09\|44.92\|19378;2026-09-17\|46.04\|-1.81\|46.89\|48.01\|45.60\|18564;2026-09-18\|47.02\|2.13\|46.46\|47.39\|46.37\|17457;2026-09-21\|46.91\|-0.23\|47.80\|47.94\|46.55\|14198;2026-09-22\|47.70\|1.68\|46.66\|50.00\|46.66\|32569;2026-09-23\|51.73\|8.45\|47.51\|52.80\|47.08\|55356;2026-09-24\|49.11\|-5.06\|51.29\|51.77\|48.75\|36054;2026-09-28\|45.88\|-6.58\|48.50\|49.14\|45.70\|28684;2026-09-29\|47.26\|3.01\|46.80\|47.80\|45.50\|19219;2026-09-30\|45.31\|-4.13\|47.30\|47.88\|45.30\|20076;2026-10-08\|44.09\|-2.69\|45.12\|46.50\|43.56\|19283;2026-10-09\|42.48\|-3.65\|44.32\|44.32\|40.80\|25301;2026-10-12\|41.54\|-2.21\|42.90\|42.90\|41.50\|12889;2026-10-13\|40.43\|-2.67\|40.81\|41.30\|38.70\|24259;2026-10-14\|38.83\|-3.96\|40.65\|41.57\|38.83\|25292;2026-10-15\|36.90\|-4.97\|37.03\|38.01\|36.05\|30159;2026-10-16\|36.96\|0.16\|37.72\|37.94\|36.69\|16000;2026-10-19\|37.39\|1.16\|37.00\|38.07\|35.09\|24924;2026-10-20\|38.93\|4.12\|37.40\|39.83\|36.81\|22554;2026-10-21\|38.20\|-1.88\|39.88\|39.88\|38.00\|15788;2026-10-22\|37.24\|-2.51\|37.96\|38.96\|37.20\|17602;2026-10-23\|38.80\|4.19\|36.75\|39.20\|34.19\|30872;2026-10-26\|46.56\|20.00\|40.41\|46.56\|40.00\|90901;2026-10-27\|49.30\|5.88\|47.00\|50.28\|45.56\|110140;2026-10-28\|53.13\|7.77\|47.94\|58.99\|47.03\|138937;2026-10-29\|56.90\|7.10\|51.60\|60.28\|51.40\|150077;2026-10-30\|52.10\|-8.44\|53.87\|57.93\|52.10\|121108;2026-11-02\|51.74\|-0.69\|50.06\|53.34\|46.50\|98880;2026-11-03\|48.92\|-5.45\|50.75\|51.90\|48.19\|74822;2026-11-04\|54.89\|12.20\|48.73\|56.74\|46.10\|11970657;2026-11-05\|55.83\|1.71\|53.83\|57.20\|52.00\|6236695
134430	优必选Thinker-Sim具身智能仿真平台正式发布	机器人+商业航天+PCB主轴行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年4月22日投资者关系管理信息，公司已攻克谐波减速器、关节模组、无框力矩电机、六维力传感器等机器人核心功能部件技术，六维力传感器具备高端工业级感知能力，并与部分人形机器人头部企业达成合作。 2、据2026年5月8日业绩说明会，公司预计2026年商业航天业务增长约50%且保持正常盈利，已与蓝箭航天开展业务合作，产品包括火箭控制系统功能部件及卫星姿控系统功能部件等。 3、据2026年4月21日披露的2026年一季报及5月8日业绩说明会，公司2026年一季度营收同比增长72.88%，归母净利润同比增长483.54%；其中主轴业务销售收入同比增长91.60%，PCB钻孔机主轴及成型机主轴收入同比实现较大幅度增长。	1、数控机床核心功能部件及机器人核心功能部件制造商，拥有谐波减速器； 2、公司配套蓝箭大推力火箭发动机天鹊12B，单箭价值量400万	2026-06-25\|79.68\|1.23\|78.71\|83.26\|76.21\|196363;2026-06-26\|77.15\|-3.18\|78.25\|80.85\|73.70\|220038;2026-06-29\|76.92\|-0.30\|77.08\|79.10\|74.00\|162558;2026-06-30\|92.30\|19.99\|78.68\|92.30\|77.70\|410399;2026-07-01\|101.48\|9.95\|97.37\|102.00\|96.20\|515741;2026-07-02\|94.88\|-6.50\|101.48\|102.50\|93.33\|371586;2026-07-03\|111.00\|16.99\|96.68\|113.57\|96.22\|530591;2026-07-06\|109.80\|-1.08\|110.09\|115.88\|106.81\|524858;2026-07-07\|98.48\|-10.31\|108.00\|111.00\|97.08\|484228;2026-07-08\|87.75\|-10.90\|97.22\|98.48\|87.00\|328168;2026-07-09\|90.56\|3.20\|88.71\|90.79\|85.22\|254371;2026-07-10\|91.57\|1.12\|91.04\|97.38\|89.36\|389075;2026-07-13\|82.69\|-9.70\|89.40\|90.70\|82.13\|268464;2026-07-14\|84.89\|2.66\|84.01\|86.15\|80.60\|177014;2026-07-15\|83.88\|-1.19\|86.40\|88.14\|82.20\|204443;2026-07-16\|79.01\|-5.81\|81.02\|85.30\|78.41\|204006;2026-07-17\|70.88\|-10.29\|79.00\|79.50\|69.99\|244846;2026-07-20\|65.00\|-8.30\|72.98\|74.76\|63.00\|250133;2026-07-21\|73.66\|13.32\|69.26\|73.70\|62.22\|320030;2026-07-22\|68.83\|-6.56\|72.34\|74.80\|68.39\|224403;2026-07-23\|67.89\|-1.37\|69.25\|70.35\|67.05\|142636;2026-07-24\|64.73\|-4.65\|65.75\|67.99\|63.80\|134462;2026-07-27\|67.29\|3.95\|64.91\|67.29\|64.10\|134148;2026-07-28\|63.06\|-6.29\|65.19\|67.38\|62.60\|138742;2026-07-29\|61.88\|-1.87\|63.35\|64.50\|59.40\|171501;2026-07-30\|56.75\|-8.29\|60.82\|61.90\|55.81\|179085;2026-07-31\|63.46\|11.82\|61.22\|66.18\|60.58\|248203;2026-08-03\|64.29\|1.31\|63.77\|67.50\|62.65\|248904;2026-08-04\|68.29\|6.22\|65.45\|69.26\|63.53\|242912;2026-08-05\|71.19\|4.25\|67.88\|72.40\|67.70\|267612;2026-08-06\|72.09\|1.26\|70.08\|73.38\|69.59\|226452;2026-08-07\|74.49\|3.33\|72.57\|74.64\|71.71\|231050;2026-08-10\|72.24\|-3.02\|74.67\|75.00\|70.80\|198050;2026-08-11\|75.35\|4.31\|72.42\|77.00\|71.00\|280458;2026-08-12\|73.92\|-1.90\|74.20\|75.30\|72.66\|186876;2026-08-13\|72.31\|-2.18\|74.58\|75.29\|72.20\|177102;2026-08-14\|72.97\|0.91\|73.08\|73.56\|71.29\|118863;2026-08-17\|76.78\|5.22\|74.49\|77.00\|73.45\|197669;2026-08-18\|82.00\|6.80\|76.80\|82.00\|76.01\|337822;2026-08-19\|69.55\|-15.18\|79.82\|80.00\|68.66\|318668;2026-08-20\|70.19\|0.92\|71.29\|72.72\|67.66\|194310;2026-08-21\|69.65\|-0.77\|69.01\|70.94\|68.30\|131105;2026-08-24\|67.03\|-3.76\|69.60\|69.60\|65.62\|147108;2026-08-25\|68.14\|1.66\|66.35\|69.39\|65.23\|126566;2026-08-26\|66.46\|-2.47\|68.30\|68.37\|65.90\|94213;2026-08-27\|68.94\|3.73\|67.00\|69.49\|66.50\|115681;2026-08-28\|67.06\|-2.73\|69.53\|70.10\|67.03\|114845;2026-08-31\|68.64\|2.36\|65.46\|68.88\|65.46\|107963;2026-09-01\|68.03\|-0.89\|68.99\|68.99\|66.36\|107607;2026-09-02\|65.89\|-3.15\|67.00\|67.25\|65.89\|75815;2026-09-03\|66.70\|1.23\|67.00\|68.50\|65.90\|93217;2026-09-04\|64.19\|-3.76\|67.77\|68.80\|63.77\|118717;2026-09-07\|66.27\|3.24\|64.73\|67.35\|64.16\|111357;2026-09-08\|65.35\|-1.39\|66.60\|67.49\|65.12\|85701;2026-09-09\|65.15\|-0.31\|65.55\|66.87\|64.66\|67068;2026-09-10\|64.15\|-1.53\|64.80\|65.16\|63.91\|53224;2026-09-11\|62.99\|-1.81\|63.02\|63.70\|60.89\|82019;2026-09-14\|63.93\|1.49\|62.54\|64.37\|61.90\|65447;2026-09-15\|63.10\|-1.30\|63.69\|64.38\|63.00\|49196;2026-09-16\|65.12\|3.20\|62.98\|65.38\|62.48\|74001;2026-09-17\|65.58\|0.71\|64.60\|66.48\|64.59\|91717;2026-09-18\|66.90\|2.01\|66.70\|67.35\|65.34\|92564;2026-09-21\|65.94\|-1.44\|67.50\|67.84\|65.80\|86679;2026-09-22\|65.32\|-0.94\|66.81\|67.42\|65.00\|81504;2026-09-23\|67.16\|2.82\|65.35\|67.66\|65.32\|116924;2026-09-24\|65.32\|-2.74\|66.80\|67.84\|65.22\|97783;2026-09-28\|61.81\|-5.37\|65.70\|66.03\|61.75\|105030;2026-09-29\|61.50\|-0.50\|61.78\|62.43\|60.74\|57839;2026-09-30\|60.95\|-0.89\|62.51\|63.72\|60.93\|71605;2026-10-08\|58.25\|-4.43\|60.98\|61.20\|57.57\|72122;2026-10-09\|58.12\|-0.22\|58.17\|58.50\|54.60\|97309;2026-10-12\|55.35\|-4.77\|57.50\|57.70\|55.35\|55629;2026-10-13\|54.95\|-0.72\|53.50\|55.81\|51.93\|75117;2026-10-14\|53.30\|-3.00\|55.00\|55.28\|53.14\|49422;2026-10-15\|50.29\|-5.65\|51.29\|51.81\|50.01\|73831;2026-10-16\|51.04\|1.49\|51.50\|53.01\|50.32\|81108;2026-10-19\|52.46\|2.78\|50.50\|53.29\|48.44\|101993;2026-10-20\|54.97\|4.78\|52.50\|56.51\|52.46\|204206;2026-10-21\|54.20\|-1.40\|54.75\|55.00\|53.23\|127185;2026-10-22\|55.94\|3.21\|54.00\|60.25\|54.00\|245093;2026-10-23\|62.30\|11.37\|53.04\|63.23\|53.04\|315899;2026-10-26\|62.85\|0.88\|60.86\|66.87\|60.01\|342171;2026-10-27\|60.17\|-4.26\|60.50\|64.75\|60.06\|216810;2026-10-28\|64.19\|6.68\|60.02\|67.80\|58.28\|304601;2026-10-29\|64.31\|0.19\|62.51\|66.95\|62.51\|258572;2026-10-30\|59.10\|-8.10\|61.01\|66.88\|59.08\|238522;2026-11-02\|58.26\|-1.42\|58.70\|60.60\|54.19\|244908;2026-11-03\|53.63\|-7.95\|57.87\|58.78\|53.50\|206064;2026-11-04\|60.47\|12.75\|54.18\|60.55\|51.89\|278735;2026-11-05\|60.30\|-0.28\|59.32\|62.56\|58.30\|151419
134429	优必选Thinker-Sim具身智能仿真平台正式发布	半导体量检测+CPO检测+英伟达产业链行业原因： 1、8月14日，英伟达正式宣布全球首款200G/lane CPO以太网交换机进入量产，硅光CPO技术从实验室走向规模化商用。 2、中国银河证券8月13日研报指出，伴随下半年800G/1.6T批量出货，硅光方案出货占比提升，光通信板块盈利能力有望边际改善。公司原因： 1、据2026年6月19日公司官微，天准科技技术总监在央视采访中表示，光通信行业对精密测量装备的需求呈翻倍增长态势，公司相关产品单月发货量已达300台左右，已广泛应用于中际旭创、新易盛、天孚通信等行业头部客户。 2、据2026年7月7日互动易，公司控股子公司天准星智与NVIDIA联合生态伙伴推出全栈机器人解决方案，贯通“仿真—训练—部署”全链路；公司基于英伟达Jetson芯片研发的大脑域控制器已广泛应用于人形机器人、机器狗等产品。 3、据2026年6月11日互动易，天准科技明场检测设备TB2000已于2026年4月成功出货国内头部晶圆厂，其德国子公司Muetec及苏州矽行半导体专注于半导体前道晶圆的量测与缺陷检测设备。	公司人形机器人大脑控制器已获得多个知名客户订单，并有更多客户正在验证中	2026-06-25\|117.33\|-2.38\|123.00\|123.86\|112.55\|76524;2026-06-26\|127.92\|9.03\|114.00\|133.22\|114.00\|122486;2026-06-29\|120.92\|-5.47\|128.64\|133.22\|113.23\|115830;2026-06-30\|127.30\|5.28\|119.55\|128.01\|119.55\|78818;2026-07-01\|130.74\|2.70\|127.99\|138.00\|123.34\|111481;2026-07-02\|116.04\|-11.24\|121.52\|128.17\|113.88\|99262;2026-07-03\|110.90\|-4.43\|115.61\|116.85\|109.00\|71721;2026-07-06\|104.50\|-5.77\|111.55\|112.75\|104.00\|70565;2026-07-07\|98.97\|-5.29\|104.29\|104.44\|97.20\|68027;2026-07-08\|98.21\|-0.77\|99.34\|100.99\|95.39\|46053;2026-07-09\|102.87\|4.74\|99.90\|103.70\|95.33\|57483;2026-07-10\|96.49\|-6.20\|104.66\|106.69\|96.00\|62826;2026-07-13\|87.49\|-9.33\|95.80\|96.32\|86.88\|62307;2026-07-14\|90.33\|3.25\|88.43\|91.48\|86.10\|53444;2026-07-15\|86.79\|-3.92\|92.03\|92.10\|85.60\|40776;2026-07-16\|82.00\|-5.52\|85.50\|87.49\|81.00\|46274;2026-07-17\|74.84\|-8.73\|82.00\|82.57\|73.20\|70813;2026-07-20\|66.46\|-11.20\|76.90\|78.00\|63.79\|89410;2026-07-21\|79.75\|20.00\|67.79\|79.75\|62.77\|95733;2026-07-22\|76.44\|-4.15\|78.04\|82.00\|76.11\|92109;2026-07-23\|74.03\|-3.15\|76.88\|78.56\|73.36\|49208;2026-07-24\|74.19\|0.22\|74.50\|76.03\|72.24\|45520;2026-07-27\|76.20\|2.71\|74.28\|76.66\|72.28\|43213;2026-07-28\|71.10\|-6.69\|74.96\|76.39\|70.28\|38594;2026-07-29\|69.96\|-1.60\|72.89\|73.01\|65.51\|79959;2026-07-30\|64.45\|-7.88\|70.86\|71.36\|63.83\|78575;2026-07-31\|68.80\|6.75\|70.70\|73.80\|68.80\|79905;2026-08-03\|63.66\|-7.47\|68.81\|69.56\|63.51\|62692;2026-08-04\|70.80\|11.22\|64.08\|71.45\|63.65\|76072;2026-08-05\|75.79\|7.05\|70.60\|77.27\|70.00\|62855;2026-08-06\|77.66\|2.47\|74.00\|78.30\|73.66\|53762;2026-08-07\|78.90\|1.60\|77.75\|79.48\|75.68\|52428;2026-08-10\|77.50\|-1.77\|78.95\|79.23\|75.51\|39017;2026-08-11\|78.06\|0.72\|76.60\|79.29\|74.81\|50627;2026-08-12\|79.93\|2.40\|78.06\|80.25\|77.00\|38919;2026-08-13\|77.50\|-3.04\|80.99\|82.78\|77.11\|48856;2026-08-14\|79.00\|1.94\|78.48\|79.98\|76.31\|40200;2026-08-17\|94.80\|20.00\|82.00\|94.80\|82.00\|122055;2026-08-18\|90.20\|-4.85\|93.54\|93.69\|87.19\|102009;2026-08-19\|81.51\|-9.63\|85.98\|88.00\|80.62\|93084;2026-08-20\|87.16\|6.93\|84.00\|89.99\|83.88\|110853;2026-08-21\|85.00\|-2.48\|86.28\|89.87\|83.01\|67884;2026-08-24\|82.74\|-2.66\|85.40\|87.49\|80.36\|56702;2026-08-25\|81.80\|-1.14\|81.41\|82.73\|77.86\|48908;2026-08-26\|82.28\|0.59\|81.85\|83.50\|79.51\|47610;2026-08-27\|85.06\|3.38\|79.66\|85.35\|78.20\|87652;2026-08-28\|80.99\|-4.78\|84.03\|85.08\|80.95\|54081;2026-08-31\|82.85\|2.30\|78.76\|83.48\|78.76\|42472;2026-09-01\|77.88\|-6.00\|82.53\|82.88\|77.30\|60445;2026-09-02\|76.63\|-1.60\|76.40\|77.76\|75.51\|40784;2026-09-03\|77.51\|1.15\|77.51\|78.38\|75.70\|33527;2026-09-04\|75.01\|-3.23\|78.20\|81.77\|74.36\|45219;2026-09-07\|80.50\|7.32\|76.00\|81.30\|74.08\|60892;2026-09-08\|80.41\|-0.11\|80.53\|83.50\|79.80\|45878;2026-09-09\|80.04\|-0.46\|81.00\|83.20\|79.30\|31233;2026-09-10\|77.97\|-2.59\|79.28\|79.99\|77.56\|28675;2026-09-11\|75.94\|-2.60\|77.46\|77.46\|72.00\|43386;2026-09-14\|79.11\|4.17\|75.00\|80.28\|73.65\|49892;2026-09-15\|79.10\|-0.01\|79.60\|81.26\|78.45\|28755;2026-09-16\|82.03\|3.70\|79.50\|83.10\|78.02\|42219;2026-09-17\|81.20\|-1.01\|82.34\|83.50\|80.60\|27774;2026-09-18\|83.70\|3.08\|82.50\|84.60\|81.28\|44874;2026-09-21\|82.20\|-1.79\|83.50\|84.51\|81.40\|38673;2026-09-22\|81.85\|-0.43\|83.18\|84.61\|81.62\|31126;2026-09-23\|82.80\|1.16\|82.30\|84.37\|81.36\|38758;2026-09-24\|79.30\|-4.23\|81.89\|82.92\|79.10\|27140;2026-09-28\|74.69\|-5.81\|80.18\|80.38\|73.63\|34395;2026-09-29\|74.46\|-0.31\|74.65\|75.75\|74.00\|23805;2026-09-30\|71.90\|-3.44\|75.60\|75.61\|71.70\|26261;2026-10-08\|69.27\|-3.66\|72.00\|74.60\|68.33\|29909;2026-10-09\|66.22\|-4.40\|70.05\|70.06\|62.67\|42690;2026-10-12\|65.30\|-1.39\|66.56\|67.19\|64.67\|28712;2026-10-13\|66.68\|2.11\|64.05\|67.30\|61.82\|35275;2026-10-14\|63.96\|-4.08\|66.41\|66.85\|63.75\|25988;2026-10-15\|60.95\|-4.71\|62.00\|62.98\|60.18\|32785;2026-10-16\|60.56\|-0.64\|62.23\|62.40\|59.66\|25847;2026-10-19\|61.70\|1.88\|59.96\|62.85\|57.21\|39058;2026-10-20\|66.42\|7.65\|61.73\|67.98\|60.61\|65491;2026-10-21\|68.41\|3.00\|66.52\|69.49\|66.52\|60684;2026-10-22\|64.18\|-6.18\|67.85\|68.80\|64.01\|46161;2026-10-23\|69.44\|8.20\|63.03\|69.49\|58.66\|74200;2026-10-26\|67.61\|-2.64\|70.00\|71.68\|67.11\|96573;2026-10-27\|61.61\|-8.87\|66.00\|67.68\|61.54\|71551;2026-10-28\|65.66\|6.57\|62.81\|67.67\|62.33\|76551;2026-10-29\|59.42\|-9.50\|64.82\|65.03\|59.26\|62128;2026-10-30\|55.82\|-6.06\|56.50\|60.49\|55.82\|57867;2026-11-02\|56.75\|1.67\|55.99\|58.44\|54.04\|53666;2026-11-03\|52.68\|-7.17\|55.50\|56.88\|52.00\|51384;2026-11-04\|59.55\|13.04\|53.03\|60.24\|51.78\|8087156;2026-11-05\|61.00\|2.43\|57.91\|62.88\|57.52\|3699703
134428	优必选Thinker-Sim具身智能仿真平台正式发布		公司2026年上半年面向全球机器人市场的视觉方案销售收入已达上年同期2倍以上，并与蚂蚁灵波、自变量、北京天工等具身智能客户完成适配	2026-06-25\|123.00\|-2.23\|125.30\|130.50\|122.01\|184285;2026-06-26\|119.85\|-2.56\|122.37\|124.68\|117.30\|155223;2026-06-29\|117.51\|-1.95\|119.84\|121.30\|113.31\|181405;2026-06-30\|130.55\|11.10\|119.99\|132.88\|119.82\|236098;2026-07-01\|135.00\|3.41\|132.50\|137.69\|129.30\|257707;2026-07-02\|130.01\|-3.70\|134.75\|142.42\|129.70\|290040;2026-07-03\|147.33\|13.32\|132.00\|153.30\|132.00\|373331;2026-07-06\|127.21\|-13.66\|143.00\|145.50\|126.75\|348425;2026-07-07\|129.50\|1.80\|127.80\|133.88\|122.33\|213006;2026-07-08\|113.83\|-12.10\|126.06\|127.49\|113.00\|214227;2026-07-09\|119.77\|5.22\|114.72\|120.67\|112.08\|151699;2026-07-10\|117.00\|-2.31\|119.00\|125.98\|117.00\|163611;2026-07-13\|109.61\|-6.32\|114.50\|118.32\|109.09\|123615;2026-07-14\|111.52\|1.74\|110.50\|114.00\|106.01\|111299;2026-07-15\|113.96\|2.19\|113.87\|116.27\|107.02\|113683;2026-07-16\|114.56\|0.53\|111.00\|118.70\|110.01\|123237;2026-07-17\|100.15\|-12.58\|114.06\|115.97\|100.00\|154432;2026-07-20\|92.80\|-7.34\|105.00\|106.88\|89.50\|176635;2026-07-21\|97.65\|5.23\|94.97\|97.99\|86.14\|169270;2026-07-22\|93.60\|-4.15\|96.00\|98.26\|93.10\|118393;2026-07-23\|90.94\|-2.84\|93.72\|94.57\|89.75\|96320;2026-07-24\|87.57\|-3.71\|88.00\|91.19\|87.05\|93216;2026-07-27\|91.89\|4.93\|87.00\|91.89\|86.20\|89627;2026-07-28\|87.91\|-4.33\|88.88\|92.99\|87.21\|85319;2026-07-29\|86.38\|-1.74\|87.91\|89.55\|83.50\|104507;2026-07-30\|79.98\|-7.41\|85.00\|85.99\|79.21\|112878;2026-07-31\|93.86\|17.35\|86.63\|95.98\|86.63\|237624;2026-08-03\|100.23\|6.79\|95.78\|102.00\|94.39\|220451;2026-08-04\|106.18\|5.94\|101.97\|107.40\|97.25\|162686;2026-08-05\|109.02\|2.67\|106.00\|110.84\|104.70\|163993;2026-08-06\|108.96\|-0.06\|106.80\|110.99\|106.00\|122784;2026-08-07\|111.88\|2.68\|110.35\|112.56\|107.77\|126185;2026-08-10\|109.42\|-2.20\|112.00\|113.79\|107.77\|108018;2026-08-11\|114.38\|4.53\|108.00\|117.42\|107.84\|173523;2026-08-12\|112.51\|-1.63\|113.00\|114.14\|110.57\|95094;2026-08-13\|109.72\|-2.48\|112.68\|115.20\|109.00\|106695;2026-08-14\|109.98\|0.24\|110.61\|111.26\|107.80\|87595;2026-08-17\|113.00\|2.75\|111.00\|113.20\|108.20\|100980;2026-08-18\|115.11\|1.87\|113.14\|117.39\|111.99\|179445;2026-08-19\|98.50\|-14.43\|111.00\|111.00\|97.67\|195611;2026-08-20\|100.00\|1.52\|99.99\|103.39\|97.50\|113183;2026-08-21\|101.00\|1.00\|99.00\|101.50\|98.32\|74409;2026-08-24\|92.50\|-8.42\|96.83\|97.80\|90.18\|162215;2026-08-25\|96.80\|4.65\|90.70\|97.78\|90.69\|112804;2026-08-26\|93.96\|-2.93\|97.50\|97.71\|93.03\|66817;2026-08-27\|97.28\|3.53\|94.08\|97.50\|93.14\|66453;2026-08-28\|95.26\|-2.08\|97.30\|98.98\|95.06\|53614;2026-08-31\|101.51\|6.56\|93.05\|101.65\|93.00\|92012;2026-09-01\|97.20\|-4.25\|100.77\|102.60\|96.82\|68835;2026-09-02\|96.42\|-0.80\|96.00\|98.16\|94.09\|68822;2026-09-03\|97.20\|0.81\|99.00\|99.97\|95.00\|54901;2026-09-04\|92.17\|-5.17\|98.39\|99.29\|91.50\|73206;2026-09-07\|95.79\|3.93\|93.09\|98.19\|92.58\|72377;2026-09-08\|94.93\|-0.90\|95.91\|98.65\|94.21\|63408;2026-09-09\|92.50\|-2.56\|94.69\|95.55\|91.33\|60056;2026-09-10\|90.29\|-2.39\|91.48\|91.86\|89.63\|45190;2026-09-11\|88.90\|-1.54\|88.70\|89.88\|86.15\|66803;2026-09-14\|89.31\|0.46\|88.00\|91.39\|87.00\|61806;2026-09-15\|88.33\|-1.10\|89.31\|90.29\|88.03\|33942;2026-09-16\|90.83\|2.83\|88.35\|92.28\|87.50\|56325;2026-09-17\|91.57\|0.81\|90.50\|92.84\|90.05\|69689;2026-09-18\|92.38\|0.88\|93.10\|93.95\|90.88\|58130;2026-09-21\|91.14\|-1.34\|92.90\|93.20\|90.61\|53923;2026-09-22\|90.49\|-0.71\|91.80\|93.48\|90.01\|66091;2026-09-23\|91.21\|0.80\|90.60\|91.70\|90.09\|45077;2026-09-24\|89.51\|-1.86\|91.40\|92.58\|89.44\|51487;2026-09-28\|85.75\|-4.20\|89.60\|89.61\|84.90\|55178;2026-09-29\|85.10\|-0.76\|85.36\|86.09\|83.85\|38607;2026-09-30\|84.40\|-0.82\|86.00\|87.38\|84.14\|38794;2026-10-08\|80.03\|-5.18\|84.29\|84.40\|79.52\|54108;2026-10-09\|81.53\|1.87\|79.51\|82.38\|75.80\|76002;2026-10-12\|77.10\|-5.43\|81.21\|81.50\|77.10\|47360;2026-10-13\|77.55\|0.58\|75.00\|78.44\|73.08\|58319;2026-10-14\|73.63\|-5.05\|77.00\|77.23\|73.45\|47600;2026-10-15\|70.28\|-4.55\|71.61\|72.24\|69.77\|63233;2026-10-16\|70.82\|0.77\|71.70\|73.09\|70.11\|62626;2026-10-19\|78.26\|10.51\|70.82\|81.00\|69.02\|130704;2026-10-20\|90.67\|15.86\|79.72\|93.39\|79.67\|253662;2026-10-21\|92.80\|2.35\|90.67\|94.68\|88.98\|198098;2026-10-22\|90.78\|-2.18\|91.86\|96.22\|90.57\|165068;2026-10-23\|108.00\|18.97\|88.99\|108.50\|86.80\|287820;2026-10-26\|107.87\|-0.12\|108.33\|116.50\|105.33\|342029;2026-10-27\|106.90\|-0.90\|105.55\|112.00\|105.03\|203199;2026-10-28\|107.16\|0.24\|106.08\|118.00\|104.31\|291243;2026-10-29\|102.58\|-4.27\|104.74\|111.60\|102.20\|206674;2026-10-30\|99.28\|-3.22\|100.76\|108.30\|99.11\|198367;2026-11-02\|106.00\|6.77\|99.28\|108.32\|92.00\|207276;2026-11-03\|98.01\|-7.54\|103.80\|105.70\|96.80\|153863;2026-11-04\|110.95\|13.20\|97.00\|111.38\|95.68\|22873110;2026-11-05\|115.00\|3.65\|108.17\|117.70\|108.01\|14101740
134427	优必选Thinker-Sim具身智能仿真平台正式发布		1、公司推出新型3D磁传感器OCH1970，是国内第一款基于3D霍尔技术的可编程磁传感器，特别适用于旋转感测的工业应用，可应用于汽车ADAS系统、多轴机器人、智能工厂等领域； 2、公司是专业从事高性能数模混合集成电路及模拟集成电路研发设计、封装测试和销售的高新技术企业，主要产品及服务为智能传感器芯片、电源管理芯片和封装测试服务	2026-06-25\|48.43\|0.81\|48.04\|48.98\|47.05\|19358;2026-06-26\|50.49\|4.25\|49.18\|52.50\|47.31\|36724;2026-06-29\|48.10\|-4.73\|51.10\|53.30\|45.77\|46239;2026-06-30\|49.67\|3.26\|48.00\|50.50\|46.68\|28411;2026-07-01\|49.51\|-0.32\|49.53\|50.88\|48.00\|28228;2026-07-02\|49.32\|-0.38\|48.50\|50.66\|46.88\|25011;2026-07-03\|49.01\|-0.63\|49.30\|51.68\|48.32\|34147;2026-07-06\|48.83\|-0.37\|49.04\|50.75\|48.05\|27622;2026-07-07\|47.87\|-1.97\|49.10\|49.15\|46.61\|21290;2026-07-08\|46.59\|-2.67\|47.39\|48.48\|45.16\|20709;2026-07-09\|47.57\|2.10\|46.67\|47.57\|44.48\|21039;2026-07-10\|51.06\|7.34\|47.49\|54.41\|46.56\|53363;2026-07-13\|45.52\|-10.85\|49.00\|50.97\|44.90\|38173;2026-07-14\|44.15\|-3.01\|46.43\|46.66\|42.44\|29839;2026-07-15\|47.36\|7.27\|45.03\|49.96\|44.65\|39496;2026-07-16\|42.90\|-9.42\|47.37\|48.17\|42.80\|30527;2026-07-17\|37.91\|-11.63\|42.45\|42.88\|37.74\|34829;2026-07-20\|34.45\|-9.13\|38.67\|39.99\|33.33\|41607;2026-07-21\|38.13\|10.68\|35.61\|38.28\|31.86\|42943;2026-07-22\|38.66\|1.39\|37.57\|40.81\|37.15\|30650;2026-07-23\|37.79\|-2.25\|39.43\|39.43\|37.01\|15639;2026-07-24\|38.05\|0.69\|37.10\|39.19\|37.04\|13432;2026-07-27\|38.70\|1.71\|37.20\|38.74\|36.21\|14228;2026-07-28\|36.21\|-6.43\|37.96\|39.00\|35.70\|13366;2026-07-29\|34.09\|-5.85\|35.80\|36.59\|33.10\|23053;2026-07-30\|31.43\|-7.80\|34.09\|34.09\|30.92\|24117;2026-07-31\|33.35\|6.11\|33.01\|35.16\|33.01\|22888;2026-08-03\|33.37\|0.06\|33.10\|34.49\|33.02\|15268;2026-08-04\|34.54\|3.51\|34.32\|35.05\|33.51\|11250;2026-08-05\|35.68\|3.30\|34.37\|35.98\|34.25\|11270;2026-08-06\|35.70\|0.06\|35.20\|36.66\|34.56\|15503;2026-08-07\|36.96\|3.53\|35.85\|37.07\|35.30\|14383;2026-08-10\|36.97\|0.03\|36.97\|37.66\|36.20\|12312;2026-08-11\|37.13\|0.43\|36.50\|38.04\|36.15\|12717;2026-08-12\|38.35\|3.29\|36.03\|38.90\|36.03\|14029;2026-08-13\|36.77\|-4.12\|38.38\|39.55\|36.51\|13750;2026-08-14\|36.82\|0.14\|36.79\|37.57\|35.93\|10027;2026-08-17\|40.97\|11.27\|37.10\|41.20\|36.85\|28630;2026-08-18\|39.64\|-3.25\|40.88\|41.30\|39.16\|20972;2026-08-19\|36.58\|-7.72\|38.52\|39.27\|36.20\|18078;2026-08-20\|37.48\|2.46\|36.69\|39.16\|36.35\|19748;2026-08-21\|37.30\|-0.48\|37.23\|38.23\|36.52\|13505;2026-08-24\|35.96\|-3.59\|37.28\|37.84\|35.05\|12612;2026-08-25\|38.17\|6.15\|35.04\|38.84\|34.55\|22267;2026-08-26\|36.74\|-3.75\|38.11\|38.48\|36.22\|15990;2026-08-27\|38.74\|5.44\|36.99\|38.96\|36.20\|19810;2026-08-28\|42.96\|10.89\|38.50\|46.49\|38.50\|65870;2026-08-31\|45.43\|5.75\|42.71\|47.58\|41.87\|61881;2026-09-01\|44.93\|-1.10\|44.52\|46.95\|44.09\|32727;2026-09-02\|46.50\|3.49\|44.70\|46.50\|43.22\|33359;2026-09-03\|46.30\|-0.43\|47.16\|48.00\|45.33\|27348;2026-09-04\|51.40\|11.02\|47.00\|53.63\|47.00\|54736;2026-09-07\|50.90\|-0.97\|51.05\|52.16\|49.00\|46634;2026-09-08\|47.76\|-6.17\|50.86\|50.98\|47.45\|39976;2026-09-09\|45.80\|-4.10\|47.77\|48.40\|45.58\|30458;2026-09-10\|44.39\|-3.08\|45.38\|45.74\|43.88\|22132;2026-09-11\|41.72\|-6.01\|44.00\|44.00\|40.19\|35704;2026-09-14\|41.97\|0.60\|41.30\|42.70\|40.01\|26717;2026-09-15\|42.90\|2.22\|41.90\|44.70\|41.20\|32499;2026-09-16\|46.29\|7.90\|42.50\|47.72\|42.19\|41887;2026-09-17\|44.11\|-4.71\|46.13\|46.70\|44.11\|31715;2026-09-18\|45.37\|2.86\|44.44\|46.31\|44.44\|25002;2026-09-21\|46.20\|1.83\|45.70\|46.30\|44.71\|24200;2026-09-22\|45.45\|-1.62\|46.77\|47.97\|44.96\|37412;2026-09-23\|47.50\|4.51\|46.20\|48.81\|45.36\|34137;2026-09-24\|46.49\|-2.13\|47.50\|47.92\|46.40\|17171;2026-09-28\|44.50\|-4.28\|46.78\|46.99\|43.87\|18121;2026-09-29\|44.07\|-0.97\|44.36\|45.00\|43.70\|15001;2026-09-30\|42.37\|-3.86\|44.64\|44.74\|42.25\|17064;2026-10-08\|40.13\|-5.29\|43.00\|43.56\|39.75\|15350;2026-10-09\|39.32\|-2.02\|40.40\|40.40\|37.22\|17135;2026-10-12\|39.03\|-0.74\|39.60\|39.63\|37.83\|13371;2026-10-13\|40.95\|4.92\|37.77\|41.88\|36.90\|21584;2026-10-14\|38.76\|-5.35\|40.89\|40.89\|38.62\|15642;2026-10-15\|37.48\|-3.30\|38.76\|38.76\|36.67\|15887;2026-10-16\|39.30\|4.86\|38.18\|40.78\|37.79\|25725;2026-10-19\|37.42\|-4.78\|39.11\|39.39\|35.74\|21162;2026-10-20\|38.54\|2.99\|37.00\|39.50\|36.72\|12340;2026-10-21\|40.90\|6.12\|39.27\|41.80\|39.27\|27321;2026-10-22\|41.00\|0.24\|40.90\|42.30\|38.80\|30108;2026-10-23\|43.15\|5.24\|40.59\|44.30\|36.66\|48318;2026-10-26\|39.74\|-7.90\|42.59\|42.59\|39.52\|31225;2026-10-27\|38.73\|-2.54\|40.00\|40.65\|38.55\|21642;2026-10-28\|44.38\|14.59\|39.50\|45.38\|39.08\|42182;2026-10-29\|40.07\|-9.71\|45.01\|45.01\|39.87\|34594;2026-10-30\|39.37\|-1.75\|38.18\|42.50\|38.13\|30352;2026-11-02\|39.78\|1.04\|39.76\|41.20\|37.62\|25438;2026-11-03\|37.51\|-5.71\|39.51\|39.66\|37.50\|23555;2026-11-04\|42.58\|13.52\|38.00\|42.73\|37.85\|4281309;2026-11-05\|42.40\|-0.42\|41.41\|43.40\|41.08\|1727767
134426	优必选Thinker-Sim具身智能仿真平台正式发布		1、公司目前已有应用于机器人，包括工业控制机械臂、教育机器人等多领域，可发挥智能控制连接作用； 2、公司的ESP32芯片可以用于MR产业链、AI玩具“显眼包”等，第三季度净利润预增83%-98%	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\|128366;2026-07-13\|125.80\|1.64\|121.70\|133.07\|121.38\|135713;2026-07-14\|120.65\|-4.09\|126.60\|129.50\|115.68\|132221;2026-07-15\|116.91\|-3.10\|121.58\|121.80\|112.64\|95730;2026-07-16\|120.61\|3.16\|116.91\|127.76\|116.91\|123890;2026-07-17\|103.88\|-13.87\|119.07\|122.05\|103.56\|142248;2026-07-20\|102.17\|-1.65\|103.88\|106.46\|98.67\|91905;2026-07-21\|106.00\|3.75\|103.48\|106.00\|98.56\|97487;2026-07-22\|112.47\|6.10\|104.02\|115.00\|103.60\|124328;2026-07-23\|103.92\|-7.60\|111.60\|112.50\|103.72\|97480;2026-07-24\|105.16\|1.19\|101.10\|108.20\|99.88\|78094;2026-07-27\|104.23\|-0.88\|104.00\|104.60\|100.00\|63269;2026-07-28\|98.89\|-5.12\|101.90\|103.50\|98.17\|58077;2026-07-29\|97.28\|-1.63\|98.88\|102.87\|96.50\|71436;2026-07-30\|91.88\|-5.55\|96.04\|96.58\|89.02\|87803;2026-07-31\|102.70\|11.78\|98.00\|104.80\|98.00\|112126;2026-08-03\|103.70\|0.97\|102.69\|109.38\|100.50\|80498;2026-08-04\|105.38\|1.62\|105.38\|106.35\|102.50\|60981;2026-08-05\|110.69\|5.04\|105.37\|111.50\|104.38\|87054;2026-08-06\|111.02\|0.30\|109.33\|112.60\|108.01\|66700;2026-08-07\|112.06\|0.94\|110.24\|113.12\|109.36\|53189;2026-08-10\|111.00\|-0.95\|111.35\|112.07\|109.00\|41660;2026-08-11\|114.47\|3.13\|110.00\|117.77\|109.48\|57550;2026-08-12\|114.10\|-0.32\|114.00\|114.98\|112.50\|37542;2026-08-13\|112.00\|-1.84\|115.50\|116.77\|111.57\|49153;2026-08-14\|112.00\|0.00\|112.32\|115.66\|111.10\|43844;2026-08-17\|114.40\|2.14\|112.00\|114.63\|111.31\|44000;2026-08-18\|113.58\|-0.72\|113.80\|114.60\|111.93\|46910;2026-08-19\|110.83\|-2.42\|111.95\|113.78\|109.27\|53179;2026-08-20\|112.20\|1.24\|112.00\|114.12\|109.81\|36944;2026-08-21\|112.21\|0.01\|111.32\|112.80\|109.31\|27724;2026-08-24\|108.31\|-3.48\|112.20\|112.20\|106.11\|36679;2026-08-25\|109.00\|0.64\|106.88\|111.41\|106.80\|26370;2026-08-26\|111.65\|2.43\|108.40\|112.48\|108.40\|34553;2026-08-27\|113.22\|1.41\|112.05\|113.78\|111.10\|34383;2026-08-28\|115.88\|2.35\|113.00\|117.64\|112.03\|50484;2026-08-31\|125.69\|8.47\|114.21\|126.28\|114.21\|85553;2026-09-01\|124.02\|-1.33\|124.99\|127.17\|123.90\|55821;2026-09-02\|117.81\|-5.01\|123.62\|123.80\|117.57\|47703;2026-09-03\|116.39\|-1.21\|118.80\|120.50\|115.45\|34128;2026-09-04\|111.50\|-4.20\|117.50\|118.00\|110.69\|48704;2026-09-07\|113.81\|2.07\|112.28\|114.71\|110.10\|41063;2026-09-08\|111.13\|-2.35\|113.28\|113.75\|110.40\|29357;2026-09-09\|108.38\|-2.47\|110.57\|111.65\|108.12\|29157;2026-09-10\|105.42\|-2.73\|107.85\|107.85\|104.60\|39866;2026-09-11\|103.65\|-1.68\|104.18\|105.32\|101.69\|30530;2026-09-14\|102.80\|-0.82\|102.55\|103.34\|101.05\|19758;2026-09-15\|102.60\|-0.19\|102.73\|104.00\|102.31\|20988;2026-09-16\|104.82\|2.16\|102.37\|104.96\|101.53\|33763;2026-09-17\|104.18\|-0.61\|103.93\|105.35\|103.33\|24952;2026-09-18\|112.11\|7.61\|105.73\|114.35\|105.60\|76491;2026-09-21\|112.30\|0.17\|113.00\|113.17\|110.68\|36425;2026-09-22\|123.60\|10.06\|114.68\|125.85\|114.61\|130122;2026-09-23\|122.23\|-1.11\|123.95\|124.88\|120.96\|66556;2026-09-24\|118.64\|-2.94\|121.89\|122.78\|118.64\|35536;2026-09-28\|115.70\|-2.48\|118.56\|119.10\|114.58\|41772;2026-09-29\|115.79\|0.08\|115.52\|116.99\|113.27\|41528;2026-09-30\|115.08\|-0.61\|116.28\|118.49\|114.20\|43900;2026-10-08\|117.65\|2.23\|121.00\|124.88\|116.65\|109787;2026-10-09\|116.90\|-0.64\|116.68\|121.68\|113.87\|66448;2026-10-12\|111.70\|-4.45\|117.20\|117.21\|111.61\|49098;2026-10-13\|107.42\|-3.83\|108.97\|109.89\|104.35\|66297;2026-10-14\|122.46\|14.00\|114.70\|124.61\|112.68\|152372;2026-10-15\|121.05\|-1.15\|119.05\|126.80\|118.07\|123994;2026-10-16\|118.43\|-2.16\|124.00\|126.78\|117.07\|77629;2026-10-19\|120.42\|1.68\|117.00\|121.60\|115.40\|75028;2026-10-20\|140.72\|16.86\|118.98\|142.42\|118.03\|183673;2026-10-21\|145.86\|3.65\|142.24\|148.80\|140.02\|166799;2026-10-22\|141.36\|-3.09\|145.13\|146.99\|141.04\|90870;2026-10-23\|154.36\|9.20\|140.33\|156.24\|136.31\|174727;2026-10-26\|143.33\|-7.15\|151.50\|152.80\|142.40\|155026;2026-10-27\|138.00\|-3.72\|144.53\|145.51\|137.97\|95036;2026-10-28\|142.55\|3.30\|140.50\|146.50\|136.22\|109074;2026-10-29\|134.42\|-5.70\|139.56\|140.80\|131.69\|87126;2026-10-30\|131.60\|-2.10\|129.98\|140.58\|129.92\|86289;2026-11-02\|135.64\|3.07\|133.00\|139.58\|128.05\|96988;2026-11-03\|136.70\|0.78\|132.96\|144.30\|132.49\|104143;2026-11-04\|155.26\|13.58\|138.06\|155.33\|135.00\|16146660;2026-11-05\|166.69\|7.36\|151.00\|172.00\|150.50\|13775229
134425	优必选Thinker-Sim具身智能仿真平台正式发布	半年报预增+端侧AI芯片+具身智能+激光雷达 1、据2026年7月18日公告，公司预计2026年上半年净利润8.20亿元至9.00亿元，同比增长583.72%至650.42%，主要系端边侧AI产业需求全面爆发，具身智能、服务机器人、车载边缘计算等核心赛道需求放量。 2、据2026年5月18日投资者关系活动记录表，公司12nm具身智能人形机器人大小脑SoC芯片预计于2026年下半年投片，可实现感知识别、运动控制与决策一体化融合。 3、据2026年4月23日及5月18日投资者关系活动记录表，公司车载主激光雷达芯片SS901已在国内一线自主品牌车企主力车型量产上车；第二款补盲芯片计划2026年Q4发布，2027年起预计进入千万级别规模化量产。	端边侧AI应用进入规模化落地爆发期，AI技术持续向智能终端、边缘硬件全场景渗透，具身智能、服务机器人、家庭智能体、车载边缘计算、激光雷达等下游核心赛道需求集中放量，为公司主营业务增长提供强劲的市场支撑	2026-06-25\|127.85\|5.16\|122.30\|128.88\|120.00\|146815;2026-06-26\|124.42\|-2.68\|129.88\|133.08\|123.50\|142073;2026-06-29\|120.83\|-2.89\|125.63\|128.23\|116.31\|139353;2026-06-30\|128.71\|6.52\|122.14\|128.96\|122.14\|91143;2026-07-01\|123.35\|-4.16\|128.90\|130.18\|122.34\|105798;2026-07-02\|116.00\|-5.96\|120.89\|123.90\|115.27\|108868;2026-07-03\|117.50\|1.29\|115.75\|120.60\|113.88\|84451;2026-07-06\|116.42\|-0.92\|119.56\|119.99\|112.30\|75688;2026-07-07\|115.23\|-1.02\|116.26\|121.19\|113.50\|79637;2026-07-08\|115.06\|-0.15\|116.80\|119.98\|111.40\|88109;2026-07-09\|122.60\|6.55\|115.68\|122.98\|111.00\|99184;2026-07-10\|118.01\|-3.74\|122.93\|127.50\|117.60\|115180;2026-07-13\|111.15\|-5.81\|116.32\|120.36\|110.34\|108141;2026-07-14\|112.52\|1.23\|112.54\|114.28\|106.66\|97337;2026-07-15\|107.07\|-4.84\|114.77\|117.34\|105.51\|85320;2026-07-16\|104.00\|-2.87\|106.64\|114.00\|102.20\|104994;2026-07-17\|91.85\|-11.68\|103.57\|104.00\|90.50\|138909;2026-07-20\|106.65\|16.11\|110.22\|110.22\|104.59\|283394;2026-07-21\|122.18\|14.56\|110.00\|123.91\|105.28\|355760;2026-07-22\|137.00\|12.13\|119.73\|146.62\|119.73\|377893;2026-07-23\|131.45\|-4.05\|138.47\|139.80\|129.00\|272409;2026-07-24\|131.80\|0.27\|128.15\|137.12\|128.10\|276493;2026-07-27\|130.00\|-1.37\|132.00\|133.00\|120.00\|257413;2026-07-28\|118.80\|-8.62\|124.85\|127.60\|117.10\|220151;2026-07-29\|125.83\|5.92\|120.00\|137.00\|119.99\|305591;2026-07-30\|104.00\|-17.35\|123.53\|125.72\|100.90\|339567;2026-07-31\|113.07\|8.72\|113.12\|117.99\|108.00\|264861;2026-08-03\|104.31\|-7.75\|114.00\|119.99\|103.50\|219984;2026-08-04\|108.61\|4.12\|107.04\|110.20\|102.03\|177812;2026-08-05\|114.50\|5.42\|109.20\|116.70\|109.11\|212788;2026-08-06\|119.00\|3.93\|111.00\|122.20\|110.50\|202622;2026-08-07\|122.70\|3.11\|118.79\|124.14\|117.60\|177211;2026-08-10\|121.60\|-0.90\|122.50\|123.02\|117.85\|158630;2026-08-11\|125.79\|3.45\|120.41\|128.10\|120.08\|168018;2026-08-12\|124.41\|-1.10\|124.54\|126.99\|122.62\|125874;2026-08-13\|122.30\|-1.70\|126.50\|127.99\|122.30\|156617;2026-08-14\|122.31\|0.01\|124.29\|127.84\|120.46\|138888;2026-08-17\|129.67\|6.02\|123.04\|129.82\|122.35\|171383;2026-08-18\|128.18\|-1.15\|128.58\|130.33\|124.76\|133575;2026-08-19\|115.65\|-9.78\|124.28\|125.47\|114.62\|156874;2026-08-20\|117.40\|1.51\|118.02\|121.33\|115.91\|107515;2026-08-21\|117.10\|-0.26\|116.91\|119.30\|115.50\|83885;2026-08-24\|114.31\|-2.38\|117.17\|117.70\|111.20\|106193;2026-08-25\|114.18\|-0.11\|113.18\|115.33\|108.71\|108799;2026-08-26\|112.56\|-1.42\|115.01\|115.83\|111.60\|94361;2026-08-27\|120.28\|6.86\|117.01\|121.69\|116.00\|161903;2026-08-28\|116.48\|-3.16\|119.58\|123.37\|116.25\|124305;2026-08-31\|131.50\|12.89\|116.59\|131.62\|115.95\|221711;2026-09-01\|133.10\|1.22\|136.50\|137.93\|131.65\|233741;2026-09-02\|129.89\|-2.41\|131.81\|134.68\|129.80\|134836;2026-09-03\|126.16\|-2.87\|133.88\|134.11\|124.68\|137318;2026-09-04\|119.88\|-4.98\|128.69\|129.33\|118.67\|157862;2026-09-07\|123.69\|3.18\|121.99\|124.75\|117.56\|162932;2026-09-08\|119.07\|-3.74\|124.03\|124.31\|117.88\|139845;2026-09-09\|117.17\|-1.60\|119.01\|120.70\|116.50\|105215;2026-09-10\|114.58\|-2.21\|116.26\|116.96\|114.40\|82162;2026-09-11\|110.90\|-3.21\|112.52\|113.40\|107.88\|109447;2026-09-14\|109.83\|-0.96\|110.00\|111.80\|107.60\|74330;2026-09-15\|109.28\|-0.50\|110.00\|112.36\|109.00\|77894;2026-09-16\|114.36\|4.65\|109.32\|115.18\|108.50\|108034;2026-09-17\|112.87\|-1.30\|112.99\|115.50\|112.42\|81923;2026-09-18\|125.77\|11.43\|115.51\|125.77\|114.63\|168859;2026-09-21\|125.92\|0.12\|124.00\|126.98\|123.73\|131225;2026-09-22\|133.08\|5.69\|128.30\|136.99\|126.55\|196645;2026-09-23\|133.81\|0.55\|133.08\|134.88\|131.50\|127436;2026-09-24\|130.60\|-2.40\|134.78\|136.45\|130.60\|97931;2026-09-28\|124.01\|-5.05\|129.77\|130.50\|120.80\|130436;2026-09-29\|125.10\|0.88\|124.12\|128.55\|122.23\|116189;2026-09-30\|123.36\|-1.39\|125.00\|125.88\|122.51\|95346;2026-10-08\|113.28\|-8.17\|123.06\|123.59\|112.25\|125254;2026-10-09\|119.25\|5.27\|114.50\|123.60\|112.29\|196621;2026-10-12\|114.53\|-3.96\|117.32\|119.66\|114.51\|120218;2026-10-13\|109.98\|-3.97\|111.50\|111.82\|104.72\|158090;2026-10-14\|116.98\|6.36\|122.00\|125.97\|116.67\|246883;2026-10-15\|110.80\|-5.28\|112.22\|118.10\|109.13\|179075;2026-10-16\|101.09\|-8.76\|114.99\|115.00\|100.27\|218893;2026-10-19\|99.10\|-1.97\|101.00\|101.69\|94.91\|152003;2026-10-20\|107.74\|8.72\|98.88\|110.54\|96.43\|201892;2026-10-21\|108.48\|0.69\|109.42\|111.11\|107.45\|154120;2026-10-22\|103.81\|-4.30\|108.00\|109.56\|103.60\|128376;2026-10-23\|113.73\|9.56\|103.75\|115.33\|99.60\|220187;2026-10-26\|108.61\|-4.50\|113.86\|114.81\|107.60\|182557;2026-10-27\|92.80\|-14.56\|107.88\|107.99\|92.28\|244432;2026-10-28\|96.30\|3.77\|93.20\|98.77\|91.91\|194944;2026-10-29\|88.64\|-7.95\|94.59\|95.38\|88.50\|171975;2026-10-30\|83.46\|-5.84\|86.07\|89.69\|83.12\|152698;2026-11-02\|83.66\|0.97\|85.00\|86.17\|82.28\|154360;2026-11-03\|78.61\|-6.04\|81.00\|82.26\|77.69\|156265;2026-11-04\|89.30\|13.60\|79.68\|90.40\|77.73\|216486;2026-11-05\|91.95\|2.97\|86.50\|93.80\|86.22\|139520
134424	优必选Thinker-Sim具身智能仿真平台正式发布	商业航天+金属3D打印+人形机器人 1、据2026年4月30日年报，公司持续深耕航空航天领域，并在商业航天等新兴市场取得突破性进展，已助力蓝箭航天、东方空间、九州云箭等多个商业航天客户完成发射、飞行任务，参与的多个商业航天项目已进入批量生产阶段。 2、据2026年4月30日年报及2026年5月22日投资者关系活动记录表，2025年铂力特与优必选科技达成合作，为其提供全流程的金属增材制造解决方案；公司与华力创科学联合研发了第二代光基多维力传感器。 3、据2026年4月30日年报，公司是国内金属增材制造龙头企业，业务覆盖金属3D打印全产业链，2026年一季度营收3.26亿元，同比增长43.57%，归母净利润1677.58万元，同比扭亏为盈。	1、公司与优必选达成合作，为其提供了全流程的金属增材制造解决方案； 2、国内唯一构建完整3D打印产业生态的公司，已深度参与龙云发动机零件的研发生产，助力蓝箭航天、东方空间、九州云箭、星际荣耀、星众空间等多个商业航天客户完成发射、飞行任务，多个项目进入批量生产阶段	2026-06-25\|104.98\|7.34\|97.78\|106.12\|94.77\|207348;2026-06-26\|100.80\|-3.98\|101.00\|105.50\|99.52\|138539;2026-06-29\|98.77\|-2.01\|101.66\|102.70\|95.43\|104904;2026-06-30\|102.40\|3.68\|100.00\|107.03\|96.99\|153406;2026-07-01\|107.08\|4.57\|101.33\|107.77\|100.27\|178872;2026-07-02\|110.10\|2.82\|103.77\|114.84\|100.50\|246486;2026-07-03\|112.10\|1.82\|109.76\|115.19\|108.00\|186506;2026-07-06\|100.05\|-10.75\|114.77\|116.00\|99.80\|179095;2026-07-07\|95.30\|-4.75\|100.98\|102.60\|94.46\|123247;2026-07-08\|90.01\|-5.55\|95.78\|98.33\|89.50\|115472;2026-07-09\|108.01\|20.00\|91.47\|108.01\|90.30\|179781;2026-07-10\|111.05\|2.81\|109.73\|125.00\|109.73\|361635;2026-07-13\|102.00\|-8.15\|108.95\|113.00\|100.15\|198470;2026-07-14\|99.56\|-2.39\|104.04\|104.62\|94.50\|135306;2026-07-15\|116.20\|16.71\|102.00\|119.47\|102.00\|324271;2026-07-16\|111.82\|-3.77\|112.71\|118.97\|111.00\|189015;2026-07-17\|99.16\|-11.32\|111.82\|113.49\|99.01\|199920;2026-07-20\|96.50\|-2.68\|102.22\|104.12\|92.77\|195760;2026-07-21\|101.00\|4.66\|97.56\|105.50\|94.00\|213421;2026-07-22\|92.60\|-8.32\|99.99\|100.60\|92.50\|198570;2026-07-23\|90.35\|-2.43\|92.65\|96.59\|89.28\|122826;2026-07-24\|81.91\|-9.34\|90.00\|90.00\|80.88\|154179;2026-07-27\|86.28\|5.34\|81.24\|87.15\|80.89\|107686;2026-07-28\|83.52\|-3.20\|84.20\|85.30\|80.89\|97865;2026-07-29\|82.16\|-1.63\|84.70\|84.95\|78.40\|121998;2026-07-30\|76.80\|-6.52\|82.00\|83.68\|76.23\|109875;2026-07-31\|81.41\|6.00\|84.00\|86.61\|81.33\|148253;2026-08-03\|82.84\|1.76\|82.39\|84.68\|80.52\|97107;2026-08-04\|87.49\|5.61\|83.75\|88.46\|83.01\|118120;2026-08-05\|96.20\|9.96\|88.58\|97.16\|88.00\|154457;2026-08-06\|100.55\|4.52\|95.48\|103.66\|95.02\|152289;2026-08-07\|110.34\|9.74\|100.72\|111.31\|100.50\|218227;2026-08-10\|110.31\|-0.03\|110.59\|111.60\|107.13\|127081;2026-08-11\|108.70\|-1.46\|108.11\|111.19\|105.50\|111953;2026-08-12\|108.73\|0.03\|108.00\|110.79\|106.53\|91856;2026-08-13\|106.30\|-2.23\|108.33\|112.46\|106.30\|90394;2026-08-14\|109.73\|3.23\|107.20\|110.54\|105.00\|88117;2026-08-17\|115.75\|5.49\|111.00\|117.69\|107.57\|129870;2026-08-18\|114.35\|-1.21\|115.00\|115.53\|112.50\|74514;2026-08-19\|97.92\|-14.37\|115.81\|115.81\|97.50\|200753;2026-08-20\|106.68\|8.95\|99.88\|112.99\|97.50\|184994;2026-08-21\|105.46\|-1.14\|108.70\|112.88\|103.28\|120775;2026-08-24\|104.91\|-0.52\|106.68\|110.97\|102.77\|136379;2026-08-25\|105.86\|0.91\|97.92\|108.80\|96.91\|148743;2026-08-26\|101.40\|-4.21\|107.90\|108.30\|100.92\|80138;2026-08-27\|103.70\|2.27\|101.85\|104.89\|98.89\|112364;2026-08-28\|102.70\|-0.96\|103.37\|108.65\|101.78\|93170;2026-08-31\|117.27\|14.19\|101.80\|117.45\|99.77\|238086;2026-09-01\|113.00\|-3.64\|117.26\|118.30\|112.70\|89596;2026-09-02\|115.00\|1.77\|114.77\|120.49\|111.08\|145638;2026-09-03\|113.76\|-1.08\|116.00\|116.50\|110.03\|88924;2026-09-04\|109.09\|-4.11\|114.02\|115.49\|107.71\|83987;2026-09-07\|111.00\|1.75\|111.03\|117.50\|110.06\|134521;2026-09-08\|116.47\|4.93\|110.80\|121.00\|109.30\|200831;2026-09-09\|115.70\|-0.66\|117.87\|121.22\|112.72\|121226;2026-09-10\|111.78\|-3.39\|113.96\|115.25\|111.31\|90888;2026-09-11\|106.05\|-5.13\|110.33\|111.98\|104.00\|122782;2026-09-14\|117.70\|10.99\|106.90\|120.56\|104.60\|189568;2026-09-15\|117.10\|-0.51\|117.54\|120.55\|115.00\|100375;2026-09-16\|117.78\|0.61\|117.16\|119.29\|115.06\|84000;2026-09-17\|103.60\|-12.04\|117.50\|118.53\|101.00\|243398;2026-09-18\|107.27\|3.54\|105.67\|108.07\|104.73\|127388;2026-09-21\|105.80\|-1.37\|107.47\|108.78\|104.82\|76798;2026-09-22\|105.20\|-0.57\|107.00\|112.78\|104.60\|102117;2026-09-23\|113.61\|7.99\|105.77\|114.68\|103.01\|170972;2026-09-24\|108.27\|-4.70\|115.70\|115.70\|108.16\|80056;2026-09-28\|100.00\|-7.64\|107.19\|108.51\|99.13\|141475;2026-09-29\|101.00\|1.00\|100.01\|101.39\|98.03\|68954;2026-09-30\|97.90\|-3.07\|101.39\|101.50\|97.49\|67933;2026-10-08\|93.47\|-4.53\|98.20\|100.37\|92.70\|84643;2026-10-09\|91.93\|-1.65\|93.61\|93.61\|86.30\|107846;2026-10-12\|88.58\|-3.64\|92.48\|92.48\|87.91\|54319;2026-10-13\|88.78\|0.23\|86.51\|90.12\|84.00\|69154;2026-10-14\|84.52\|-4.80\|88.00\|88.00\|84.33\|56452;2026-10-15\|79.66\|-5.75\|81.75\|82.00\|78.80\|89885;2026-10-16\|81.59\|2.42\|81.22\|85.24\|80.50\|84185;2026-10-19\|83.20\|1.97\|82.89\|83.98\|81.01\|63857;2026-10-20\|84.23\|1.24\|82.05\|85.76\|80.30\|70595;2026-10-21\|85.00\|0.91\|84.73\|87.28\|84.30\|61440;2026-10-22\|81.19\|-4.48\|85.00\|86.56\|81.18\|68787;2026-10-23\|84.34\|3.88\|80.00\|84.98\|76.16\|97173;2026-10-26\|81.00\|-3.96\|84.87\|84.99\|80.38\|57664;2026-10-27\|77.36\|-4.49\|82.00\|83.50\|77.23\|49833;2026-10-28\|81.20\|4.96\|77.35\|82.77\|76.75\|76523;2026-10-29\|81.07\|-0.16\|80.50\|84.37\|78.50\|117984;2026-10-30\|75.18\|-7.27\|79.08\|81.55\|74.64\|101919;2026-11-02\|75.20\|0.03\|76.76\|77.30\|73.02\|88706;2026-11-03\|68.87\|-8.42\|74.45\|76.18\|68.79\|105069;2026-11-04\|78.62\|14.16\|69.40\|78.91\|67.75\|13529103;2026-11-05\|82.01\|4.31\|77.22\|84.79\|76.00\|10107791
134423	优必选Thinker-Sim具身智能仿真平台正式发布		公司已具备机器人EMC、安全、环境可靠性测试资质，可为机器人产业链提供检测服务	2026-06-25\|50.33\|4.35\|50.02\|52.35\|47.80\|266093;2026-06-26\|52.51\|4.33\|49.60\|53.91\|48.62\|280622;2026-06-29\|50.77\|-3.31\|52.87\|52.94\|48.78\|231850;2026-06-30\|49.88\|-1.75\|50.27\|51.30\|49.14\|156266;2026-07-01\|52.57\|5.39\|50.33\|53.68\|49.78\|195978;2026-07-02\|54.30\|3.29\|50.20\|57.29\|50.10\|260951;2026-07-03\|52.10\|-4.05\|54.66\|55.48\|50.66\|197386;2026-07-06\|53.15\|2.02\|53.03\|53.88\|50.89\|146150;2026-07-07\|46.47\|-12.57\|52.38\|52.38\|46.24\|261701;2026-07-08\|45.18\|-2.78\|47.38\|47.60\|44.33\|178916;2026-07-09\|44.84\|-0.75\|45.30\|46.75\|43.30\|158667;2026-07-10\|43.09\|-3.90\|44.84\|47.00\|43.05\|174335;2026-07-13\|41.51\|-3.67\|42.80\|44.88\|41.41\|138622;2026-07-14\|44.81\|7.95\|43.23\|45.15\|40.68\|177795;2026-07-15\|44.60\|-0.47\|45.60\|45.87\|42.27\|178981;2026-07-16\|41.80\|-6.28\|43.01\|45.29\|41.08\|153557;2026-07-17\|36.05\|-13.76\|40.55\|40.91\|35.55\|200138;2026-07-20\|30.87\|-14.37\|37.00\|37.40\|29.94\|260217;2026-07-21\|32.64\|5.73\|31.42\|32.83\|27.42\|269782;2026-07-22\|31.62\|-3.12\|32.50\|33.20\|31.20\|152789;2026-07-23\|30.12\|-4.74\|31.70\|32.45\|29.78\|150205;2026-07-24\|28.81\|-4.35\|29.45\|30.43\|28.53\|136623;2026-07-27\|29.32\|1.77\|28.80\|29.36\|26.54\|209895;2026-07-28\|27.36\|-6.68\|28.79\|29.45\|27.06\|139516;2026-07-29\|25.18\|-7.97\|27.42\|27.53\|23.88\|264140;2026-07-30\|23.48\|-6.75\|25.16\|25.88\|23.06\|217697;2026-07-31\|24.25\|3.28\|25.95\|26.12\|24.14\|193833;2026-08-03\|23.37\|-3.63\|24.50\|24.56\|23.12\|143495;2026-08-04\|25.25\|8.04\|23.84\|25.55\|23.62\|157330;2026-08-05\|26.76\|5.98\|25.25\|27.03\|24.99\|155223;2026-08-06\|27.35\|2.20\|26.68\|27.73\|26.02\|154280;2026-08-07\|28.10\|2.74\|27.48\|28.18\|26.45\|154604;2026-08-10\|28.24\|0.50\|28.48\|28.73\|27.43\|147829;2026-08-11\|28.60\|1.27\|28.00\|29.20\|27.19\|143574;2026-08-12\|29.10\|1.75\|28.78\|29.40\|28.21\|99661;2026-08-13\|28.53\|-1.96\|29.61\|30.18\|28.35\|145985;2026-08-14\|29.79\|4.42\|28.67\|29.84\|28.54\|131500;2026-08-17\|30.33\|1.81\|30.00\|30.33\|29.30\|113124;2026-08-18\|30.61\|0.92\|30.38\|30.84\|30.00\|97345;2026-08-19\|28.00\|-8.53\|30.00\|30.30\|27.76\|136461;2026-08-20\|27.75\|-0.89\|28.45\|29.09\|27.56\|102987;2026-08-21\|28.00\|0.90\|27.60\|28.28\|27.05\|91554;2026-08-24\|27.55\|-1.61\|28.00\|28.20\|26.96\|96836;2026-08-25\|27.22\|-1.20\|27.34\|27.50\|26.08\|93306;2026-08-26\|26.83\|-1.43\|27.34\|27.43\|26.48\|73003;2026-08-27\|27.63\|2.98\|26.95\|27.88\|26.81\|70538;2026-08-28\|27.29\|-1.23\|27.89\|28.50\|27.26\|90204;2026-08-31\|27.53\|0.88\|26.90\|27.70\|26.50\|93291;2026-09-01\|26.96\|-2.07\|27.50\|27.86\|26.90\|67579;2026-09-02\|26.43\|-1.97\|26.65\|26.75\|26.25\|54579;2026-09-03\|26.86\|1.63\|26.90\|27.25\|26.17\|64877;2026-09-04\|26.14\|-2.68\|27.05\|27.70\|25.94\|74592;2026-09-07\|29.00\|10.94\|26.14\|29.19\|26.12\|155848;2026-09-08\|29.32\|1.10\|28.94\|29.68\|28.60\|131599;2026-09-09\|28.83\|-1.67\|29.30\|30.17\|28.72\|107334;2026-09-10\|28.44\|-1.35\|28.75\|29.14\|28.36\|69422;2026-09-11\|28.13\|-1.09\|28.00\|28.38\|26.89\|101684;2026-09-14\|28.27\|0.50\|28.10\|28.75\|27.60\|74874;2026-09-15\|28.91\|2.26\|28.27\|29.47\|27.82\|91101;2026-09-16\|29.35\|1.52\|28.72\|29.72\|28.51\|83644;2026-09-17\|31.17\|6.20\|29.91\|32.20\|29.60\|242908;2026-09-18\|32.50\|4.27\|31.90\|33.27\|31.20\|188254;2026-09-21\|32.09\|-1.26\|32.50\|32.99\|31.66\|167687;2026-09-22\|32.23\|0.44\|32.35\|32.84\|31.88\|123869;2026-09-23\|32.91\|2.11\|32.50\|33.25\|32.10\|124084;2026-09-24\|31.40\|-4.59\|32.68\|32.77\|31.17\|125016;2026-09-28\|30.31\|-3.47\|31.88\|32.25\|29.63\|111581;2026-09-29\|30.93\|2.05\|30.60\|31.88\|29.70\|101257;2026-09-30\|29.74\|-3.85\|31.38\|31.38\|29.38\|83872;2026-10-08\|27.66\|-6.99\|29.83\|30.08\|27.54\|119411;2026-10-09\|26.72\|-3.40\|27.39\|27.48\|25.00\|129369;2026-10-12\|26.97\|0.94\|27.14\|28.45\|26.50\|100995;2026-10-13\|26.76\|-0.78\|26.12\|26.97\|25.13\|84828;2026-10-14\|27.63\|3.25\|26.98\|28.86\|26.78\|127833;2026-10-15\|25.77\|-6.73\|26.50\|27.07\|25.72\|94399;2026-10-16\|25.32\|-1.75\|26.29\|26.40\|24.92\|75504;2026-10-19\|25.12\|-0.79\|25.31\|25.48\|24.00\|59690;2026-10-20\|25.38\|1.03\|25.15\|26.18\|25.15\|64499;2026-10-21\|25.29\|-0.35\|25.80\|26.25\|25.21\|51249;2026-10-22\|24.12\|-4.63\|25.29\|25.44\|24.10\|54892;2026-10-23\|24.12\|0.00\|23.60\|24.20\|21.29\|132383;2026-10-26\|23.77\|-1.45\|23.85\|24.37\|23.55\|54278;2026-10-27\|22.65\|-4.71\|24.20\|24.28\|22.60\|49651;2026-10-28\|23.27\|2.74\|23.20\|23.47\|22.38\|65475;2026-10-29\|21.96\|-5.63\|23.34\|23.34\|21.90\|64886;2026-10-30\|20.25\|-7.79\|21.28\|21.93\|20.23\|97932;2026-11-02\|21.02\|3.80\|20.25\|21.27\|19.60\|100644;2026-11-03\|19.66\|-6.47\|20.91\|21.05\|19.58\|76297;2026-11-04\|22.45\|14.19\|20.00\|22.70\|19.90\|174479;2026-11-05\|23.52\|4.77\|22.31\|23.61\|22.05\|88714
134422	优必选Thinker-Sim具身智能仿真平台正式发布	机器人+光通信+定增行业原因：国金证券指出，26年是人形机器人0-1兑现的重要节点。特斯拉链预计26Q2第一代量产产品发布，26H1供应链大批量产线建设完成，26M8开启大规模量产。国产链头部本体出货量规模有望从数千台跨越到数万台。全球将会迈入机器人“军备竞赛”。公司原因： 1、据2026年6月6日公告，公司拟向特定对象发行股票募资不超7.845亿元，用于高精高速六轴工业机器人规模化生产等项目，相关产品已获光通信、3C电子等领域头部企业认可。 2、据2025年10月30日互动易，在光通讯领域，高精高速六轴机器人已成功通过某国际连接器龙头企业12芯和16芯光纤装配方案验证，其中12芯光纤主要用于数据中心400G光纤电缆，16芯光纤主要用于800G高速光纤电缆。 3、据2025年年报，公司设立全资子公司聚焦高精高速机器人及具身智能机器人，其S系列高精高速六轴机器人已正式投产下线，重复定位精度达±0.01mm。	公司推出高精高速六轴机器人，重复定位精度±0.01毫米，面向光通信、3C电子、半导体等领域提供解决方案，规划具身智能机器人，融合多模态感知、自主决策与强化学习，面向复杂工况柔性生产	2026-06-25\|107.34\|-4.80\|112.97\|114.98\|105.35\|133314;2026-06-26\|108.60\|1.17\|105.00\|113.95\|104.94\|103953;2026-06-29\|104.67\|-3.62\|110.16\|115.85\|102.57\|112976;2026-06-30\|106.45\|1.70\|105.96\|108.19\|100.01\|92917;2026-07-01\|106.75\|0.28\|105.80\|111.76\|103.14\|83438;2026-07-02\|97.49\|-8.67\|103.55\|104.95\|96.85\|95637;2026-07-03\|103.30\|5.96\|95.77\|107.99\|95.12\|104618;2026-07-06\|93.90\|-9.10\|103.00\|103.30\|91.26\|89298;2026-07-07\|92.45\|-1.54\|93.99\|98.01\|91.30\|63382;2026-07-08\|91.17\|-1.38\|95.00\|95.83\|89.48\|68992;2026-07-09\|93.00\|2.01\|94.39\|94.39\|88.01\|67090;2026-07-10\|91.88\|-1.20\|95.00\|100.60\|91.52\|68626;2026-07-13\|87.95\|-4.28\|92.00\|93.88\|87.01\|65240;2026-07-14\|86.59\|-1.55\|89.00\|89.66\|81.02\|72728;2026-07-15\|89.91\|3.83\|90.00\|96.00\|89.12\|99684;2026-07-16\|82.97\|-7.72\|88.22\|89.80\|82.18\|69231;2026-07-17\|71.17\|-14.22\|83.38\|84.63\|70.62\|97915;2026-07-20\|61.50\|-13.59\|72.59\|74.70\|58.00\|131384;2026-07-21\|65.15\|5.93\|62.21\|65.68\|52.16\|138234;2026-07-22\|62.89\|-3.47\|65.21\|67.71\|61.70\|94551;2026-07-23\|61.54\|-2.15\|63.00\|64.60\|60.29\|67084;2026-07-24\|61.70\|0.26\|60.50\|65.23\|59.86\|72341;2026-07-27\|62.54\|1.36\|62.93\|64.30\|59.53\|70256;2026-07-28\|56.13\|-10.25\|62.00\|62.15\|55.80\|83454;2026-07-29\|53.20\|-5.22\|57.25\|57.47\|50.86\|109259;2026-07-30\|45.49\|-14.49\|52.99\|53.53\|44.06\|134937;2026-07-31\|50.10\|10.13\|49.20\|53.53\|48.00\|114558;2026-08-03\|48.99\|-2.22\|50.00\|52.66\|48.24\|99638;2026-08-04\|53.39\|8.98\|50.05\|53.40\|48.46\|87431;2026-08-05\|58.15\|8.92\|53.35\|59.40\|52.67\|116661;2026-08-06\|64.93\|11.66\|57.05\|65.35\|56.59\|143358;2026-08-07\|69.20\|6.58\|64.96\|70.69\|64.02\|141428;2026-08-10\|66.55\|-3.83\|70.00\|71.00\|65.05\|118356;2026-08-11\|67.04\|0.74\|65.75\|68.35\|65.30\|72094;2026-08-12\|69.54\|3.73\|67.50\|69.73\|66.81\|64325;2026-08-13\|70.00\|0.66\|70.02\|74.70\|69.54\|100519;2026-08-14\|71.46\|2.09\|71.40\|72.26\|69.13\|69330;2026-08-17\|74.85\|4.74\|72.00\|75.00\|71.50\|65952;2026-08-18\|73.42\|-1.91\|74.84\|75.20\|72.13\|55831;2026-08-19\|68.80\|-6.29\|69.99\|72.56\|68.05\|91719;2026-08-20\|72.80\|5.81\|68.95\|73.59\|67.19\|86364;2026-08-21\|71.50\|-1.79\|71.00\|73.84\|70.80\|57686;2026-08-24\|67.20\|-6.01\|71.50\|71.88\|64.77\|90154;2026-08-25\|71.51\|6.41\|65.99\|72.59\|65.99\|98233;2026-08-26\|70.63\|-1.23\|72.07\|75.83\|68.00\|99870;2026-08-27\|74.90\|6.05\|72.04\|74.90\|69.16\|91118;2026-08-28\|71.27\|-4.85\|75.66\|75.96\|70.90\|92392;2026-08-31\|69.40\|-2.62\|69.98\|71.50\|67.50\|79122;2026-09-01\|67.13\|-3.27\|68.30\|69.39\|66.50\|93209;2026-09-02\|66.72\|-0.61\|66.11\|67.28\|63.59\|65318;2026-09-03\|68.80\|3.12\|68.05\|70.46\|66.47\|75258;2026-09-04\|66.99\|-2.63\|69.36\|72.89\|66.20\|84546;2026-09-07\|71.50\|6.73\|68.12\|71.88\|66.88\|100879;2026-09-08\|74.59\|4.32\|72.98\|76.86\|71.05\|118427;2026-09-09\|71.38\|-4.30\|76.06\|76.80\|71.08\|84842;2026-09-10\|70.03\|-1.89\|71.38\|72.57\|69.74\|60089;2026-09-11\|68.27\|-2.51\|69.90\|69.90\|65.16\|74172;2026-09-14\|73.28\|7.34\|68.00\|73.83\|66.20\|87288;2026-09-15\|77.55\|5.83\|73.18\|78.62\|73.00\|100816;2026-09-16\|79.20\|2.13\|77.55\|80.00\|76.11\|89077;2026-09-17\|78.56\|-0.81\|78.87\|81.40\|77.77\|74089;2026-09-18\|86.61\|10.25\|81.00\|88.14\|78.61\|128066;2026-09-21\|88.00\|1.60\|90.00\|91.80\|83.89\|141406;2026-09-22\|86.26\|-1.98\|90.64\|90.64\|85.00\|88414;2026-09-23\|84.80\|-1.69\|86.26\|87.30\|84.50\|60452;2026-09-24\|83.31\|-1.76\|84.86\|86.98\|83.10\|58139;2026-09-28\|78.38\|-5.92\|84.34\|86.00\|77.50\|67225;2026-09-29\|78.30\|-0.10\|78.56\|79.33\|77.11\|46964;2026-09-30\|77.28\|-1.30\|78.57\|79.65\|76.10\|40583;2026-10-08\|67.13\|-13.13\|77.20\|79.78\|66.75\|122875;2026-10-09\|66.72\|-0.61\|66.35\|67.80\|62.00\|83070;2026-10-12\|65.80\|-1.38\|67.25\|68.55\|65.38\|46678;2026-10-13\|65.19\|-0.93\|63.00\|66.28\|59.67\|65990;2026-10-14\|64.35\|-1.29\|65.00\|66.70\|64.03\|48916;2026-10-15\|58.99\|-8.33\|62.00\|62.00\|57.55\|72125;2026-10-16\|58.18\|-1.37\|60.00\|61.44\|57.14\|63099;2026-10-19\|56.56\|-2.78\|57.46\|57.78\|52.28\|85758;2026-10-20\|57.50\|1.66\|57.53\|59.60\|55.00\|57327;2026-10-21\|57.79\|0.50\|58.64\|59.80\|56.81\|45370;2026-10-22\|54.22\|-6.18\|58.20\|58.49\|54.08\|49977;2026-10-23\|54.45\|0.42\|52.04\|54.88\|47.12\|104063;2026-10-26\|55.80\|2.48\|53.73\|56.58\|53.00\|75803;2026-10-27\|51.79\|-7.19\|56.00\|56.50\|51.53\|89735;2026-10-28\|56.95\|9.96\|52.00\|58.45\|51.62\|95715;2026-10-29\|50.97\|-10.50\|57.20\|57.20\|50.94\|92212;2026-10-30\|46.21\|-9.34\|48.88\|50.76\|46.21\|98443;2026-11-02\|46.98\|1.67\|46.51\|48.68\|44.44\|87143;2026-11-03\|41.60\|-11.45\|46.69\|46.69\|41.38\|92575;2026-11-04\|47.71\|14.69\|42.43\|48.30\|40.40\|10862782;2026-11-05\|49.01\|2.72\|45.78\|50.28\|45.58\|7172322
134421	优必选Thinker-Sim具身智能仿真平台正式发布	跨界半导体+回购+自动衡器 1、据2026年6月29日公告，公司拟以1.3亿元购买南京集溢半导体科技有限公司15.30%股权，标的公司主要产品为砷化镓晶片，其全资子公司大庆溢泰是国家级专精特新“小巨人”企业。 2、据2026年7月22日公告，公司拟以5000万元至1亿元回购股份，用于实施股权激励或员工持股计划，回购价格不超过129.73元/股。 3、据2025年年报，公司主营业务为自动衡器的研发、生产和销售，产品涵盖智能组合秤、失重秤等，下游覆盖食品、医药、化工、锂电池制造等行业。	公司主要从事自动衡器领域，建立了较为完整的研发体系	2026-11-04\|47.55\|15.13\|41.40\|48.20\|40.32\|126230;2026-11-05\|48.96\|2.97\|45.28\|50.94\|45.28\|60463
134420	优必选Thinker-Sim具身智能仿真平台正式发布	具身智能+机器视觉+工业智能行业原因： 1、10月22日，在特斯拉最新第三季度财报电话会上，特斯拉CEO埃隆·马斯克正式对外披露，Optimus人形机器人已经在弗里蒙特工厂大批量产线开启早期生产。 2、10月22日，宇树科技CEO王兴兴表示，物理AI目前已经看到取得突破的苗头，快的话可能需要1至2年，慢的话可能需要2至3年。公司原因： 1、据2026年8月26日互动易，公司与越疆科技联合打造光智具身工业解决方案，融合视觉感知、具身智能机器人、工业人工智能与行业大模型，构建具备边运行、边学习、边优化能力的柔性产线。 2、据2026年7月27日公告，公司为国内机器视觉行业龙头企业，拥有完整机器视觉核心软硬件产品矩阵，自主产品线覆盖度居行业首位，深耕消费电子、锂电、汽车、半导体等重点行业。 3、据2026年9月4日投资者关系活动记录表，2026年上半年公司工业人工智能相关系统解决方案收入1.816亿元，同比增长107.94%，并布局“人工智能+机器人”协同系统。	公司布局“AI+机器人”协同系统，打造融合视觉感知与具身智能机器人的工业解决方案，构建具备边运行、边学习、边优化能力的柔性产线	2026-06-25\|154.74\|0.79\|153.29\|161.82\|152.52\|17757;2026-06-26\|154.20\|-0.35\|154.77\|161.00\|151.00\|22692;2026-06-29\|162.89\|5.64\|156.00\|169.69\|154.22\|43819;2026-06-30\|168.39\|3.38\|165.50\|174.00\|158.68\|40355;2026-07-01\|170.12\|1.03\|171.17\|187.00\|168.00\|46497;2026-07-02\|165.00\|-3.01\|169.05\|175.51\|161.56\|36106;2026-07-03\|169.19\|2.54\|161.97\|175.48\|160.22\|29407;2026-07-06\|155.10\|-8.33\|165.79\|165.79\|153.50\|31232;2026-07-07\|152.35\|-1.77\|155.17\|159.00\|151.05\|17871;2026-07-08\|149.65\|-1.77\|151.80\|157.33\|146.37\|21226;2026-07-09\|156.05\|4.28\|150.25\|156.88\|146.36\|21048;2026-07-10\|151.39\|-2.99\|156.03\|161.00\|151.37\|19214;2026-07-13\|141.70\|-6.40\|150.78\|150.78\|140.30\|24194;2026-07-14\|140.01\|-1.19\|138.87\|144.49\|134.60\|19341;2026-07-15\|137.38\|-1.88\|141.18\|142.00\|135.74\|11354;2026-07-16\|131.57\|-4.23\|134.91\|137.99\|130.32\|17456;2026-07-17\|123.50\|-6.13\|132.60\|133.49\|121.65\|22151;2026-07-20\|117.72\|-4.68\|124.73\|126.96\|112.92\|22638;2026-07-21\|120.34\|2.23\|116.95\|121.25\|110.23\|23697;2026-07-22\|113.91\|-5.34\|119.21\|121.00\|113.18\|16074;2026-07-23\|111.65\|-1.98\|113.68\|117.18\|110.62\|12873;2026-07-24\|106.84\|-4.31\|110.01\|111.85\|106.18\|14594;2026-07-27\|114.50\|7.17\|109.20\|114.77\|107.00\|21727;2026-07-28\|106.74\|-6.78\|114.00\|114.00\|106.30\|26760;2026-07-29\|103.99\|-2.58\|102.26\|107.00\|98.35\|27859;2026-07-30\|100.29\|-3.56\|100.12\|104.11\|97.37\|17800;2026-07-31\|103.90\|3.60\|104.88\|109.39\|103.53\|18034;2026-08-03\|102.57\|-1.28\|104.44\|107.41\|101.43\|14293;2026-08-04\|107.26\|4.57\|103.48\|108.36\|103.00\|14824;2026-08-05\|114.08\|6.36\|106.99\|116.66\|106.99\|16392;2026-08-06\|115.98\|1.67\|112.82\|118.00\|110.43\|18310;2026-08-07\|120.00\|3.47\|117.50\|120.68\|114.80\|17469;2026-08-10\|113.70\|-5.25\|120.00\|120.00\|110.60\|20615;2026-08-11\|116.21\|2.21\|112.70\|118.15\|112.51\|13713;2026-08-12\|117.00\|0.68\|116.03\|118.88\|116.03\|10987;2026-08-13\|115.00\|-1.71\|118.71\|119.36\|114.10\|13464;2026-08-14\|116.13\|0.98\|116.35\|118.00\|114.02\|8112;2026-08-17\|124.99\|7.63\|116.21\|126.40\|116.08\|15072;2026-08-18\|123.60\|-1.11\|125.05\|125.23\|121.12\|15536;2026-08-19\|115.00\|-6.96\|121.00\|123.88\|113.33\|16538;2026-08-20\|123.67\|7.54\|118.00\|126.60\|116.01\|30956;2026-08-21\|123.01\|-0.53\|122.51\|125.97\|118.20\|21198;2026-08-24\|119.23\|-3.07\|122.93\|126.70\|117.78\|24580;2026-08-25\|127.35\|6.81\|117.18\|128.93\|116.79\|30565;2026-08-26\|131.54\|3.29\|127.36\|131.60\|123.50\|28405;2026-08-27\|137.05\|4.19\|132.00\|137.18\|128.80\|22197;2026-08-28\|136.00\|-0.77\|135.02\|146.00\|135.02\|21660;2026-08-31\|150.15\|10.40\|135.15\|150.98\|133.80\|29929;2026-09-01\|151.54\|0.93\|152.00\|156.65\|148.50\|28415;2026-09-02\|148.65\|-1.91\|148.51\|156.66\|146.65\|23497;2026-09-03\|148.70\|0.03\|148.90\|152.88\|146.09\|16639;2026-09-04\|142.73\|-4.01\|149.90\|151.97\|141.56\|17968;2026-09-07\|152.18\|6.62\|144.56\|157.42\|144.56\|25309;2026-09-08\|146.01\|-4.05\|151.98\|153.00\|145.50\|17748;2026-09-09\|143.58\|-1.66\|145.95\|150.00\|142.60\|15897;2026-09-10\|140.68\|-1.88\|142.51\|145.20\|139.76\|15506;2026-09-11\|137.05\|-2.58\|138.25\|140.05\|134.00\|19168;2026-09-14\|139.10\|1.50\|135.00\|142.00\|132.20\|17373;2026-09-15\|140.62\|1.09\|138.80\|143.00\|137.81\|15739;2026-09-16\|141.32\|0.50\|143.22\|144.22\|139.00\|12153;2026-09-17\|142.28\|0.68\|140.50\|146.29\|140.50\|11718;2026-09-18\|143.80\|1.07\|142.94\|146.60\|138.88\|16741;2026-09-21\|140.70\|-2.16\|142.44\|145.10\|139.33\|18165;2026-09-22\|141.15\|0.32\|142.00\|145.68\|140.13\|13387;2026-09-23\|141.79\|0.45\|140.68\|143.39\|140.24\|9171;2026-09-24\|136.30\|-3.87\|140.00\|141.89\|136.20\|9144;2026-09-28\|130.01\|-4.61\|136.63\|137.32\|127.88\|14712;2026-09-29\|131.14\|0.87\|131.60\|132.20\|127.89\|9338;2026-09-30\|128.40\|-2.09\|130.74\|132.49\|128.10\|6354;2026-10-08\|123.64\|-3.71\|127.98\|129.00\|122.73\|9921;2026-10-09\|120.11\|-2.86\|123.00\|123.51\|113.35\|17670;2026-10-12\|115.45\|-3.88\|119.95\|119.95\|114.00\|18368;2026-10-13\|115.81\|0.31\|112.51\|117.44\|107.74\|14744;2026-10-14\|111.46\|-3.76\|115.07\|116.20\|111.09\|9223;2026-10-15\|106.40\|-4.54\|106.61\|109.23\|104.50\|11961;2026-10-16\|106.34\|-0.06\|108.53\|109.83\|105.34\|8936;2026-10-19\|106.78\|0.41\|104.71\|108.25\|99.70\|13029;2026-10-20\|121.49\|13.78\|109.86\|128.08\|105.02\|41725;2026-10-21\|131.81\|8.49\|121.11\|133.47\|120.00\|42998;2026-10-22\|127.67\|-3.14\|129.56\|136.55\|127.51\|36057;2026-10-23\|153.20\|20.00\|125.00\|153.20\|121.30\|51456;2026-10-26\|148.48\|-3.08\|154.78\|162.58\|145.04\|65320;2026-10-27\|147.29\|-0.80\|145.05\|155.50\|142.00\|48689;2026-10-28\|154.88\|5.15\|144.83\|176.60\|144.09\|58773;2026-10-29\|162.20\|4.73\|153.06\|173.00\|151.15\|45467;2026-10-30\|148.15\|-8.66\|157.35\|165.00\|145.50\|47228;2026-11-02\|167.27\|12.91\|148.15\|172.58\|140.43\|53675;2026-11-03\|145.00\|-13.31\|162.00\|162.25\|143.50\|44992;2026-11-04\|172.00\|18.62\|144.71\|172.17\|141.00\|7191562;2026-11-05\|172.64\|0.37\|166.00\|181.80\|164.24\|4533551
134419	优必选Thinker-Sim具身智能仿真平台正式发布		公司在机器人领域初步形成人形机器人线性执行器、反向式行星滚柱丝杠、灵巧手精密零部件等产品。相关产品已经得到国内外多个知名头部人形机器人本体客户验证	2026-06-25\|134.10\|-3.86\|139.38\|140.77\|133.00\|109227;2026-06-26\|128.20\|-4.40\|133.00\|134.18\|126.50\|93048;2026-06-29\|126.80\|-1.09\|128.50\|129.20\|122.85\|75296;2026-06-30\|133.70\|5.44\|127.00\|134.60\|126.88\|75951;2026-07-01\|134.14\|0.33\|135.00\|137.50\|133.00\|77289;2026-07-02\|138.60\|3.32\|134.10\|147.50\|133.86\|154244;2026-07-03\|149.90\|8.15\|140.08\|157.18\|140.07\|188704;2026-07-06\|142.22\|-5.12\|146.08\|152.00\|141.83\|129047;2026-07-07\|131.65\|-7.43\|142.09\|146.50\|131.00\|134029;2026-07-08\|121.69\|-7.57\|132.60\|132.99\|121.58\|101845;2026-07-09\|121.65\|-0.03\|121.85\|123.47\|117.00\|73972;2026-07-10\|125.48\|3.15\|121.02\|132.65\|120.70\|117180;2026-07-13\|114.00\|-9.15\|123.60\|123.88\|113.00\|105803;2026-07-14\|114.22\|0.19\|113.63\|115.23\|109.00\|73933;2026-07-15\|111.00\|-2.82\|114.21\|116.17\|110.55\|54505;2026-07-16\|107.70\|-2.97\|109.71\|113.99\|107.09\|60791;2026-07-17\|99.30\|-7.80\|107.69\|108.20\|98.22\|78374;2026-07-20\|95.23\|-4.10\|102.09\|102.50\|92.00\|92419;2026-07-21\|98.68\|3.62\|95.45\|99.33\|90.10\|101923;2026-07-22\|95.60\|-3.12\|98.08\|98.20\|94.74\|55290;2026-07-23\|94.70\|-0.94\|94.97\|96.47\|93.70\|51257;2026-07-24\|90.60\|-4.33\|92.51\|94.70\|89.99\|59712;2026-07-27\|95.78\|5.72\|89.90\|95.87\|89.90\|82091;2026-07-28\|90.73\|-5.27\|94.86\|95.17\|90.53\|53420;2026-07-29\|88.87\|-2.05\|91.50\|91.90\|87.03\|61989;2026-07-30\|85.06\|-4.29\|88.99\|89.30\|83.88\|63457;2026-07-31\|90.06\|5.88\|89.20\|92.50\|89.08\|78917;2026-08-03\|91.13\|1.19\|90.06\|95.02\|89.26\|66847;2026-08-04\|94.67\|3.88\|91.77\|95.48\|90.12\|66380;2026-08-05\|101.31\|7.01\|95.00\|102.67\|93.83\|88596;2026-08-06\|101.30\|-0.01\|99.94\|103.58\|99.10\|68159;2026-08-07\|101.92\|0.61\|102.00\|102.40\|98.13\|70481;2026-08-10\|100.65\|-1.25\|103.00\|104.50\|99.72\|61025;2026-08-11\|105.68\|5.00\|100.23\|107.36\|98.59\|90638;2026-08-12\|104.10\|-1.50\|105.68\|106.50\|103.44\|65452;2026-08-13\|104.36\|0.25\|106.50\|107.18\|104.28\|84468;2026-08-14\|105.50\|1.09\|105.06\|108.36\|104.31\|95136;2026-08-17\|108.19\|2.55\|101.76\|108.19\|101.01\|101112;2026-08-18\|109.30\|1.03\|108.00\|109.96\|106.03\|72168;2026-08-19\|98.22\|-10.14\|107.00\|107.11\|97.91\|83436;2026-08-20\|99.51\|1.31\|99.00\|101.50\|98.29\|49444;2026-08-21\|100.01\|0.50\|99.88\|101.21\|98.18\|36378;2026-08-24\|97.66\|-2.35\|99.95\|100.05\|95.30\|46728;2026-08-25\|95.07\|-2.65\|95.91\|97.04\|93.40\|45393;2026-08-26\|92.54\|-2.66\|95.14\|95.67\|92.16\|53742;2026-08-27\|94.50\|2.12\|92.33\|95.00\|90.90\|53849;2026-08-28\|92.60\|-2.01\|94.01\|94.49\|92.02\|38700;2026-08-31\|92.71\|0.12\|91.86\|92.91\|90.41\|44704;2026-09-01\|90.29\|-2.61\|93.00\|93.45\|90.07\|38960;2026-09-02\|88.60\|-1.87\|89.30\|89.84\|88.01\|33978;2026-09-03\|92.50\|4.40\|89.31\|93.14\|89.30\|60615;2026-09-04\|88.65\|-4.16\|93.19\|94.30\|88.12\|53947;2026-09-07\|92.28\|4.09\|88.65\|93.30\|88.65\|61342;2026-09-08\|90.59\|-1.83\|92.25\|92.30\|90.13\|40169;2026-09-09\|89.12\|-1.62\|90.20\|91.50\|88.74\|30880;2026-09-10\|88.02\|-1.23\|88.20\|88.80\|87.40\|23742;2026-09-11\|85.98\|-2.32\|87.00\|87.07\|84.47\|54172;2026-09-14\|88.72\|3.19\|84.97\|90.20\|84.50\|42814;2026-09-15\|87.73\|-1.12\|88.00\|90.74\|87.02\|44214;2026-09-16\|92.79\|5.77\|87.80\|94.30\|84.74\|119403;2026-09-17\|96.38\|3.87\|91.20\|99.72\|91.09\|132106;2026-09-18\|98.40\|2.10\|97.00\|99.90\|96.53\|95123;2026-09-21\|97.89\|-0.52\|99.99\|101.69\|97.60\|69154;2026-09-22\|95.18\|-2.77\|98.01\|99.62\|94.78\|66106;2026-09-23\|101.55\|6.69\|95.00\|103.29\|93.88\|115730;2026-09-24\|96.80\|-4.68\|101.31\|101.55\|96.80\|73641;2026-09-28\|93.75\|-3.15\|96.80\|97.37\|92.13\|49145;2026-09-29\|93.00\|-0.80\|93.75\|94.50\|91.28\|48132;2026-09-30\|92.15\|-0.91\|93.73\|96.07\|91.60\|56871;2026-10-08\|89.16\|-3.24\|91.73\|92.49\|88.49\|54118;2026-10-09\|87.39\|-1.99\|89.60\|90.05\|82.51\|70209;2026-10-12\|84.22\|-3.63\|87.26\|87.70\|84.08\|46882;2026-10-13\|81.01\|-3.81\|81.92\|83.00\|78.96\|80571;2026-10-14\|78.90\|-2.60\|82.50\|84.52\|78.50\|70681;2026-10-15\|75.72\|-4.03\|75.81\|77.46\|75.10\|53746;2026-10-16\|77.96\|2.96\|76.40\|79.86\|74.20\|70707;2026-10-19\|80.80\|3.64\|77.02\|81.78\|74.00\|70021;2026-10-20\|84.30\|4.33\|80.01\|87.42\|79.50\|87416;2026-10-21\|80.82\|-4.13\|83.79\|84.78\|80.37\|62020;2026-10-22\|79.70\|-1.39\|81.09\|84.89\|79.63\|75763;2026-10-23\|89.20\|11.92\|78.94\|89.96\|75.70\|130973;2026-10-26\|85.96\|-3.63\|88.72\|89.84\|83.33\|120888;2026-10-27\|84.70\|-1.47\|86.62\|90.87\|84.63\|93317;2026-10-28\|91.74\|8.31\|85.60\|96.98\|85.11\|154215;2026-10-29\|90.35\|-1.52\|92.00\|94.00\|88.02\|113281;2026-10-30\|84.42\|-6.56\|87.02\|91.99\|84.21\|104138;2026-11-02\|86.41\|2.36\|85.35\|88.66\|80.00\|102114;2026-11-03\|84.31\|-2.43\|86.71\|87.65\|83.80\|67152;2026-11-04\|100.88\|19.65\|84.01\|100.88\|82.67\|192454;2026-11-05\|105.81\|4.89\|98.46\|107.90\|98.00\|112629
134418	优必选Thinker-Sim具身智能仿真平台正式发布	物理AI+低空经济+工程仿真 1、据索辰科技2026年10月16日发布信息，公司入选上海市“人工智能+制造”服务商能力图谱，物理人工智能方案可用于装备及复杂环境动态推演、性能预判和算法训练，面向低空经济、具身智能等领域。 2、据2026年9月15日投资者关系活动记录表，公司世界物理模型应用涵盖复杂环境物理场重构与动态推演、工业装备性能预测与设计优化，并正与合作方开展工程机械自主运营概念验证。 3、据2026年8月26日半年报，公司持续研发结构、流体、电磁、光学、声学及多物理场仿真软件，并发布“大圣”智能体、“行者”合成数据和“营造·万象”世界物理模型。	公司推出物理AI开发及应用平台全场景解决方案，对标英伟达Omniverse，针对机器人场景目前发布了机器人设计优化软件	2026-06-25\|277.00\|0.14\|275.00\|278.81\|265.00\|79772;2026-06-26\|294.12\|6.18\|277.99\|299.00\|275.06\|91100;2026-06-29\|274.02\|-6.83\|296.11\|306.85\|260.05\|83457;2026-06-30\|269.68\|-1.58\|280.00\|286.90\|261.33\|75601;2026-07-01\|273.70\|1.49\|264.56\|295.42\|263.06\|81098;2026-07-02\|244.89\|-10.53\|265.50\|285.02\|237.00\|97680;2026-07-03\|249.51\|1.89\|245.50\|264.00\|232.03\|103849;2026-07-06\|212.00\|-15.03\|249.59\|251.51\|210.80\|116742;2026-07-07\|213.58\|0.75\|216.00\|225.00\|209.30\|69410;2026-07-08\|204.50\|-4.25\|213.39\|216.01\|200.00\|71632;2026-07-09\|210.68\|3.02\|206.79\|211.99\|195.00\|75630;2026-07-10\|208.00\|-1.27\|208.98\|223.93\|207.01\|81499;2026-07-13\|190.90\|-8.22\|208.00\|208.21\|190.50\|67157;2026-07-14\|197.00\|3.20\|194.00\|200.89\|186.04\|56807;2026-07-15\|194.09\|-1.48\|201.00\|204.77\|191.00\|50366;2026-07-16\|184.08\|-5.16\|190.18\|197.50\|181.30\|56819;2026-07-17\|164.85\|-10.45\|182.00\|185.45\|163.33\|70731;2026-07-20\|147.50\|-10.52\|168.66\|170.88\|141.14\|85556;2026-07-21\|159.70\|8.27\|150.77\|159.91\|127.50\|95131;2026-07-22\|152.20\|-4.70\|155.09\|161.77\|150.99\|68613;2026-07-23\|150.21\|-1.31\|152.52\|157.80\|148.13\|45553;2026-07-24\|144.50\|-3.80\|147.00\|151.00\|143.00\|36263;2026-07-27\|151.49\|4.84\|145.47\|152.88\|141.00\|42171;2026-07-28\|145.61\|-3.88\|148.00\|163.38\|143.99\|78226;2026-07-29\|138.55\|-4.85\|145.00\|146.88\|133.80\|71648;2026-07-30\|129.00\|-6.89\|136.20\|140.88\|127.48\|63521;2026-07-31\|147.68\|14.48\|140.00\|154.80\|137.91\|106394;2026-08-03\|146.11\|-1.06\|145.00\|156.12\|143.80\|86866;2026-08-04\|154.29\|5.60\|150.19\|156.99\|142.78\|82549;2026-08-05\|174.53\|13.12\|153.00\|179.89\|151.13\|114749;2026-08-06\|179.36\|2.77\|169.55\|182.39\|169.13\|102421;2026-08-07\|177.84\|-0.85\|175.00\|181.50\|167.10\|97453;2026-08-10\|171.41\|-3.62\|177.87\|179.80\|168.02\|65975;2026-08-11\|174.98\|2.08\|171.49\|180.88\|166.87\|81700;2026-08-12\|178.43\|1.97\|175.81\|180.86\|171.07\|66315;2026-08-13\|172.28\|-3.45\|178.43\|190.00\|171.66\|85735;2026-08-14\|173.30\|0.59\|174.39\|175.20\|169.00\|55764;2026-08-17\|182.00\|5.02\|173.74\|182.08\|170.00\|66567;2026-08-18\|187.98\|3.29\|180.20\|193.59\|180.00\|85711;2026-08-19\|157.71\|-16.10\|179.89\|179.89\|156.18\|81152;2026-08-20\|155.52\|-1.39\|159.50\|160.88\|153.00\|47217;2026-08-21\|158.46\|1.89\|154.84\|160.88\|152.81\|36666;2026-08-24\|149.17\|-5.86\|156.00\|156.46\|146.00\|47758;2026-08-25\|151.03\|1.25\|146.51\|153.05\|143.80\|33764;2026-08-26\|149.35\|-1.11\|151.10\|151.97\|145.60\|28551;2026-08-27\|153.80\|2.98\|150.99\|154.49\|146.60\|38330;2026-08-28\|151.49\|-1.50\|159.00\|160.55\|151.06\|53161;2026-08-31\|157.92\|4.24\|145.20\|158.26\|145.01\|47026;2026-09-01\|150.44\|-4.74\|158.10\|159.80\|149.38\|37452;2026-09-02\|147.20\|-2.15\|148.69\|150.90\|145.54\|23465;2026-09-03\|149.07\|1.27\|150.50\|159.00\|147.32\|40528;2026-09-04\|147.00\|-1.39\|151.00\|154.99\|144.00\|40633;2026-09-07\|151.28\|2.91\|149.98\|153.98\|149.98\|39703;2026-09-08\|146.90\|-2.90\|150.80\|152.91\|146.04\|44600;2026-09-09\|145.27\|-1.11\|147.90\|149.68\|144.00\|37465;2026-09-10\|142.21\|-2.11\|144.16\|145.28\|141.01\|24627;2026-09-11\|139.48\|-1.92\|140.97\|140.97\|135.18\|32197;2026-09-14\|137.99\|-1.07\|139.50\|140.00\|135.20\|19162;2026-09-15\|136.53\|-1.06\|137.47\|140.58\|136.32\|21223;2026-09-16\|140.50\|2.91\|135.20\|142.36\|135.20\|34587;2026-09-17\|141.06\|0.40\|140.00\|145.49\|139.00\|32303;2026-09-18\|145.34\|3.03\|142.64\|147.88\|142.46\|38132;2026-09-21\|147.08\|1.20\|147.00\|149.00\|145.18\|33782;2026-09-22\|144.80\|-1.55\|148.80\|150.57\|143.83\|30148;2026-09-23\|144.08\|-0.50\|145.63\|146.00\|142.02\|18907;2026-09-24\|141.09\|-2.08\|143.50\|146.52\|141.09\|18922;2026-09-28\|132.50\|-6.09\|141.11\|141.66\|130.01\|26188;2026-09-29\|134.63\|1.61\|134.02\|138.27\|133.61\|23518;2026-09-30\|133.15\|-1.10\|136.00\|138.63\|132.83\|21095;2026-10-08\|125.45\|-5.78\|130.90\|132.00\|124.11\|26033;2026-10-09\|126.66\|0.96\|125.55\|127.71\|116.80\|30411;2026-10-12\|122.49\|-3.29\|128.00\|128.00\|121.00\|19839;2026-10-13\|125.60\|2.54\|119.49\|129.97\|115.00\|37358;2026-10-14\|129.81\|3.35\|125.00\|131.57\|121.66\|52814;2026-10-15\|118.00\|-9.10\|122.35\|127.90\|117.22\|39045;2026-10-16\|119.42\|1.20\|123.95\|124.39\|117.80\|33621;2026-10-19\|143.30\|20.00\|118.34\|143.30\|116.50\|73744;2026-10-20\|162.07\|13.10\|142.57\|167.87\|139.05\|132292;2026-10-21\|168.98\|4.26\|160.06\|173.59\|160.06\|105063;2026-10-22\|160.72\|-4.89\|167.28\|171.28\|160.50\|84503;2026-10-23\|183.08\|14.01\|153.20\|192.70\|148.00\|143743;2026-10-26\|175.57\|-4.10\|175.00\|193.00\|170.00\|145328;2026-10-27\|159.00\|-9.44\|169.86\|173.48\|158.88\|98296;2026-10-28\|160.93\|1.21\|158.00\|172.00\|155.01\|104519;2026-10-29\|148.00\|-8.03\|156.55\|167.20\|147.66\|86294;2026-10-30\|148.65\|0.44\|144.82\|158.00\|144.82\|76703;2026-11-02\|151.82\|2.13\|145.00\|156.00\|132.30\|87532;2026-11-03\|142.63\|-6.05\|148.50\|154.87\|142.17\|62492;2026-11-04\|171.16\|20.00\|144.66\|171.16\|139.78\|11684704;2026-11-05\|187.05\|9.28\|176.00\|191.10\|175.98\|9660403
134417	隔夜美股芯片股走高	AI智能眼镜+XR龙头+精密零组件+智能硬件行业原因： 1、扎克伯格否认Meta算力过剩，称发展云业务具商业潜力，公司同步曝光了7吉瓦至14吉瓦的算力跃迁目标。 2、7月9日凌晨，长鑫科技公布科创板IPO招股意向书，7月16日开启新股申购。国联民生指出，国产存储晶圆厂有望进入新一轮资本开支周期。公司原因： 1、据2026年5月8日投资者关系活动记录表，公司AI智能眼镜产品呈现爆发性增长，公司在此领域内兼具优质客户资源、系统解决方案能力和先发优势，相关业务营收实现大幅提升。 2、据2025年年度报告，公司主营业务包括精密零组件业务和智能硬件业务，在声学、光学、微电子等领域内具有创新性竞争优势，主要产品包括AI智能眼镜、MR混合现实、智能可穿戴等。 3、据2025年年报，公司在AI智能眼镜、MR混合现实、智能无线耳机等领域内占据领先的市场地位，是全球XR行业代工龙头。	1、苹果TWS耳机、XR眼镜核心组装供应商；公司凭借MEMS麦克风和扬声器的技术优势，可为AI手机的语音助手功能提供支持，实现环境降噪、远场唤醒等适配AI交互的声学效果； 2、旗下子公司歌尔微电子从事MEMS相关的芯片研发设计业务，且公司自主研发的芯片已在部分 MEMS 微电子器件上实现大批量应用	2026-06-25\|23.85\|0.08\|23.71\|24.42\|23.52\|981009;2026-06-26\|22.33\|-6.37\|23.31\|23.35\|22.31\|1145424;2026-06-29\|21.43\|-4.03\|22.22\|22.40\|21.22\|991516;2026-06-30\|22.53\|5.13\|21.48\|22.60\|21.45\|1034697;2026-07-01\|22.32\|-0.93\|22.48\|22.68\|22.12\|763629;2026-07-02\|21.72\|-2.69\|22.14\|22.38\|21.69\|752500;2026-07-03\|22.05\|1.52\|21.95\|22.33\|21.76\|765644;2026-07-06\|21.47\|-2.63\|22.06\|22.21\|21.42\|760071;2026-07-07\|21.08\|-1.82\|21.47\|21.80\|21.03\|599658;2026-07-08\|20.41\|-3.18\|21.03\|21.12\|20.37\|625726;2026-07-09\|21.37\|4.70\|20.41\|21.43\|20.22\|925785;2026-07-10\|22.57\|5.62\|21.21\|23.51\|21.13\|2255196;2026-07-13\|21.82\|-3.32\|22.45\|22.52\|21.68\|1193920;2026-07-14\|21.73\|-0.41\|21.86\|21.99\|20.90\|844744;2026-07-15\|22.25\|2.39\|21.75\|22.58\|21.33\|990601;2026-07-16\|23.02\|3.46\|22.49\|23.87\|22.29\|1483981;2026-07-17\|23.01\|-0.04\|23.00\|23.57\|22.09\|1368417;2026-07-20\|23.21\|0.87\|22.53\|23.39\|22.20\|1075630;2026-07-21\|23.42\|0.90\|22.99\|23.50\|22.76\|1145228;2026-07-22\|22.38\|-4.44\|23.19\|23.29\|22.37\|1150743;2026-07-23\|22.49\|0.49\|22.16\|22.49\|21.80\|686323;2026-07-24\|22.67\|0.80\|22.05\|23.62\|21.93\|1010650;2026-07-27\|22.87\|0.88\|22.50\|23.05\|22.08\|708355;2026-07-28\|22.85\|-0.09\|22.57\|23.41\|22.55\|910992;2026-07-29\|23.69\|3.68\|22.98\|23.98\|22.93\|1396937;2026-07-30\|23.06\|-2.66\|23.48\|23.60\|23.01\|956967;2026-07-31\|23.10\|0.17\|23.07\|23.49\|23.07\|747823;2026-08-03\|23.24\|0.61\|22.87\|23.42\|22.63\|532817;2026-08-04\|23.11\|-0.56\|23.30\|23.40\|23.05\|654069;2026-08-05\|23.71\|2.60\|22.99\|23.86\|22.88\|1146681;2026-08-06\|23.44\|-1.14\|23.40\|23.91\|23.32\|849706;2026-08-07\|23.29\|-0.64\|23.44\|23.90\|23.16\|838061;2026-08-10\|22.83\|-1.98\|23.30\|23.36\|22.73\|731902;2026-08-11\|22.70\|-0.57\|22.68\|23.00\|22.62\|493153;2026-08-12\|22.56\|-0.62\|22.60\|22.69\|22.42\|538850;2026-08-13\|22.12\|-1.95\|22.57\|22.69\|22.11\|617523;2026-08-14\|21.88\|-1.08\|22.17\|22.34\|21.68\|587455;2026-08-17\|22.11\|1.05\|21.81\|22.13\|21.71\|425633;2026-08-18\|22.48\|1.67\|22.01\|22.59\|21.71\|710802;2026-08-19\|21.98\|-2.22\|22.20\|22.36\|21.88\|601195;2026-08-20\|22.02\|0.18\|22.08\|22.43\|21.86\|408361;2026-08-21\|23.40\|6.27\|22.44\|23.64\|22.29\|1709661;2026-08-24\|23.48\|0.34\|24.38\|24.80\|23.35\|1838650;2026-08-25\|23.07\|-1.75\|23.49\|23.62\|22.68\|851458;2026-08-26\|23.82\|3.25\|23.07\|24.08\|22.90\|1237920;2026-08-27\|23.89\|0.29\|23.62\|24.22\|23.50\|967841;2026-08-28\|23.51\|-1.59\|23.83\|24.08\|23.51\|667337;2026-08-31\|24.25\|3.15\|23.25\|24.30\|23.25\|1023200;2026-09-01\|23.93\|-1.32\|24.16\|24.26\|23.90\|629913;2026-09-02\|24.14\|0.88\|23.73\|24.45\|23.69\|873890;2026-09-03\|23.78\|-1.49\|24.14\|24.24\|23.58\|609943;2026-09-04\|23.41\|-1.56\|23.90\|23.98\|23.23\|604399;2026-09-07\|23.60\|0.81\|23.60\|23.79\|23.34\|580463;2026-09-08\|23.68\|0.34\|23.60\|24.17\|23.23\|882701;2026-09-09\|23.01\|-2.83\|23.53\|23.65\|22.91\|775568;2026-09-10\|22.53\|-2.09\|22.80\|22.85\|22.46\|444624;2026-09-11\|22.24\|-1.29\|22.30\|22.66\|22.02\|508713;2026-09-14\|22.06\|-0.81\|22.03\|22.35\|21.97\|389033;2026-09-15\|21.37\|-3.13\|21.98\|22.08\|21.33\|560047;2026-09-16\|21.53\|0.75\|21.37\|21.78\|21.14\|389134;2026-09-17\|22.28\|3.48\|21.31\|22.35\|21.31\|601830;2026-09-18\|23.33\|4.71\|22.69\|23.60\|22.65\|1310916;2026-09-21\|23.80\|2.01\|23.50\|23.82\|23.18\|952116;2026-09-22\|24.64\|3.53\|25.00\|25.48\|24.00\|2371077;2026-09-23\|24.45\|-0.77\|24.84\|25.08\|24.40\|1056049;2026-09-24\|23.94\|-2.09\|24.41\|24.45\|23.77\|864506;2026-09-28\|23.15\|-3.30\|24.24\|24.30\|22.98\|737538;2026-09-29\|23.00\|-0.65\|23.00\|23.26\|22.84\|477350;2026-09-30\|22.79\|-0.91\|23.13\|23.43\|22.76\|565512;2026-10-08\|21.70\|-4.78\|22.79\|23.03\|21.56\|794541;2026-10-09\|21.51\|-0.88\|21.71\|21.78\|20.96\|802330;2026-10-12\|20.85\|-3.07\|21.30\|21.40\|20.81\|604230;2026-10-13\|20.63\|-1.06\|20.48\|20.83\|20.33\|635431;2026-10-14\|20.03\|-2.91\|20.50\|20.55\|20.02\|510317;2026-10-15\|20.23\|1.00\|19.60\|20.30\|19.50\|533883;2026-10-16\|19.93\|-1.48\|20.35\|20.42\|19.68\|505131;2026-10-19\|20.11\|0.90\|19.77\|20.13\|19.72\|308380;2026-10-20\|21.52\|7.01\|19.99\|21.58\|19.96\|990690;2026-10-21\|21.04\|-2.23\|21.43\|21.44\|21.00\|584538;2026-10-22\|21.01\|-0.14\|20.99\|21.39\|20.90\|555737;2026-10-23\|23.11\|10.00\|20.76\|23.11\|20.73\|1303409;2026-10-26\|23.52\|1.77\|22.98\|23.88\|22.85\|1799122;2026-10-27\|23.11\|-1.74\|23.64\|23.93\|23.11\|905163;2026-10-28\|23.20\|0.39\|23.36\|23.64\|22.76\|914493;2026-10-29\|22.50\|-3.02\|22.89\|23.10\|22.19\|757856;2026-10-30\|22.12\|-1.69\|22.41\|22.95\|22.08\|705338;2026-11-02\|22.64\|2.35\|22.50\|22.88\|21.75\|805229;2026-11-03\|22.53\|-0.49\|22.38\|23.77\|22.32\|902438;2026-11-04\|23.63\|5.59\|22.50\|23.66\|22.38\|1392061;2026-11-05\|24.97\|5.67\|23.58\|25.40\|23.56\|1400698
134416	隔夜美股芯片股走高		公司首款GPGPU芯片9A1000研发基本完成	2026-06-25\|152.18\|3.87\|145.23\|152.63\|144.70\|144223;2026-06-26\|144.92\|-4.77\|150.00\|150.12\|141.71\|109702;2026-06-29\|146.90\|1.37\|144.93\|148.33\|141.11\|91626;2026-06-30\|154.67\|5.29\|146.60\|154.90\|145.48\|118793;2026-07-01\|152.20\|-1.60\|155.82\|158.63\|150.26\|120495;2026-07-02\|144.49\|-5.07\|148.00\|151.35\|142.85\|96104;2026-07-03\|136.03\|-5.86\|143.63\|145.00\|136.00\|111731;2026-07-06\|140.13\|3.01\|137.20\|143.00\|133.37\|104095;2026-07-07\|140.30\|0.12\|138.50\|145.50\|137.50\|77787;2026-07-08\|140.00\|-0.21\|141.00\|143.79\|136.20\|72191;2026-07-09\|149.91\|7.08\|140.00\|150.36\|136.98\|117958;2026-07-10\|147.10\|-1.87\|149.00\|153.89\|147.03\|115165;2026-07-13\|138.50\|-5.85\|146.03\|149.40\|138.23\|92349;2026-07-14\|133.84\|-3.36\|140.50\|141.00\|127.00\|108204;2026-07-15\|129.00\|-3.62\|133.83\|135.68\|128.04\|66354;2026-07-16\|126.48\|-1.95\|127.36\|132.05\|125.52\|71174;2026-07-17\|114.30\|-9.63\|125.60\|126.20\|113.90\|93363;2026-07-20\|114.11\|-0.17\|115.51\|116.80\|106.61\|80875;2026-07-21\|117.47\|2.94\|114.00\|118.48\|108.00\|87905;2026-07-22\|114.03\|-2.93\|115.00\|117.98\|113.00\|65489;2026-07-23\|110.77\|-2.86\|114.32\|114.61\|110.60\|49338;2026-07-24\|106.92\|-3.48\|109.02\|110.51\|106.92\|47143;2026-07-27\|108.91\|1.86\|107.03\|109.44\|103.90\|51669;2026-07-28\|105.00\|-3.59\|106.10\|108.59\|104.61\|42812;2026-07-29\|104.68\|-0.30\|104.99\|105.98\|100.68\|59364;2026-07-30\|101.85\|-2.70\|103.00\|105.50\|101.01\|51542;2026-07-31\|106.36\|4.43\|107.00\|107.35\|104.41\|67833;2026-08-03\|107.63\|1.19\|105.00\|107.80\|104.51\|41812;2026-08-04\|109.72\|1.94\|108.37\|110.30\|107.74\|40533;2026-08-05\|112.20\|2.26\|109.30\|112.88\|109.02\|51672;2026-08-06\|111.55\|-0.58\|112.22\|113.78\|110.17\|46897;2026-08-07\|112.09\|0.48\|111.90\|112.12\|109.06\|46937;2026-08-10\|111.07\|-0.91\|112.09\|112.23\|109.21\|36905;2026-08-11\|111.05\|-0.02\|110.01\|112.88\|109.30\|39452;2026-08-12\|112.70\|1.49\|111.05\|113.33\|110.70\|36753;2026-08-13\|110.26\|-2.17\|113.26\|114.23\|110.01\|46086;2026-08-14\|110.65\|0.35\|110.92\|111.42\|108.36\|36398;2026-08-17\|113.59\|2.66\|110.23\|113.66\|110.10\|42854;2026-08-18\|113.77\|0.16\|113.49\|114.50\|110.60\|46256;2026-08-19\|106.75\|-6.17\|111.85\|112.18\|106.34\|53366;2026-08-20\|107.00\|0.23\|107.77\|111.54\|106.81\|35357;2026-08-21\|107.38\|0.36\|106.36\|108.45\|105.93\|24050;2026-08-24\|102.73\|-4.33\|107.07\|107.07\|101.50\|45490;2026-08-25\|103.40\|0.65\|101.97\|103.88\|100.70\|26470;2026-08-26\|103.01\|-0.38\|103.18\|104.60\|102.81\|22910;2026-08-27\|107.57\|4.43\|103.52\|107.86\|103.52\|36551;2026-08-28\|106.20\|-1.27\|106.80\|108.52\|106.10\|27082;2026-08-31\|108.00\|1.69\|103.89\|108.00\|103.55\|35369;2026-09-01\|105.80\|-2.04\|107.20\|108.30\|105.55\|24548;2026-09-02\|103.36\|-2.31\|104.21\|105.00\|103.04\|22597;2026-09-03\|103.25\|-0.11\|104.23\|104.45\|102.55\|19270;2026-09-04\|101.90\|-1.31\|103.80\|105.22\|101.42\|29077;2026-09-07\|105.48\|3.51\|102.05\|107.50\|100.14\|61667;2026-09-08\|102.38\|-2.94\|103.80\|104.50\|102.38\|39094;2026-09-09\|101.00\|-1.35\|103.79\|104.29\|100.41\|33213;2026-09-10\|100.20\|-0.79\|99.99\|100.88\|99.08\|22893;2026-09-11\|98.50\|-1.70\|98.98\|99.91\|97.00\|41116;2026-09-14\|96.84\|-1.69\|97.87\|97.87\|95.89\|23645;2026-09-15\|96.20\|-0.66\|96.21\|97.80\|95.76\|22709;2026-09-16\|99.80\|3.74\|96.06\|100.06\|95.51\|35275;2026-09-17\|99.90\|0.10\|98.49\|100.95\|98.49\|26477;2026-09-18\|103.11\|3.21\|101.22\|103.20\|100.60\|38677;2026-09-21\|104.58\|1.43\|103.79\|105.54\|103.44\|34594;2026-09-22\|107.10\|2.41\|115.00\|118.00\|106.50\|89540;2026-09-23\|105.85\|-1.17\|107.61\|108.30\|105.22\|48677;2026-09-24\|104.70\|-1.09\|105.01\|106.67\|103.60\|34810;2026-09-28\|99.91\|-4.58\|104.00\|104.00\|99.73\|37695;2026-09-29\|100.20\|0.29\|99.13\|101.23\|98.59\|25525;2026-09-30\|98.10\|-2.10\|100.53\|100.88\|97.97\|27171;2026-10-08\|95.20\|-2.96\|98.23\|98.99\|94.81\|34465;2026-10-09\|95.83\|0.66\|94.40\|96.06\|91.38\|37959;2026-10-12\|93.01\|-2.94\|95.00\|95.00\|92.81\|22653;2026-10-13\|91.82\|-1.28\|91.60\|92.87\|89.70\|28560;2026-10-14\|89.42\|-2.61\|91.69\|91.99\|89.23\|21542;2026-10-15\|90.46\|1.16\|86.78\|90.98\|86.54\|38290;2026-10-16\|89.81\|-0.72\|91.75\|92.49\|89.51\|27301;2026-10-19\|91.06\|1.39\|88.88\|91.50\|88.50\|21526;2026-10-20\|91.45\|0.43\|90.02\|91.50\|89.38\|27194;2026-10-21\|91.65\|0.22\|91.45\|92.60\|91.22\|19453;2026-10-22\|91.50\|-0.16\|91.99\|93.00\|90.88\|29191;2026-10-23\|95.00\|3.83\|89.99\|95.16\|89.50\|41483;2026-10-26\|95.41\|0.43\|94.00\|96.92\|94.00\|32627;2026-10-27\|91.50\|-4.10\|95.98\|96.40\|91.23\|28366;2026-10-28\|92.10\|0.66\|92.40\|93.47\|91.31\|23479;2026-10-29\|89.73\|-2.57\|91.00\|92.18\|88.94\|29481;2026-10-30\|82.07\|-8.54\|85.99\|88.33\|82.00\|43892;2026-11-02\|87.10\|6.13\|82.24\|87.91\|82.20\|45241;2026-11-03\|89.15\|2.35\|85.86\|90.98\|85.18\|44570;2026-11-04\|94.21\|5.68\|88.62\|94.43\|88.61\|4489134;2026-11-05\|94.92\|0.75\|92.13\|96.10\|91.88\|2638072
134415	隔夜美股芯片股走高		公司是国产 EDA 领域龙头企业，其 EDA 工具覆盖芯片设计多个领域，为国产芯片设计提供关键支撑，是芯片国产化中全流程全制程工艺实现国产替代的核心企业	2026-06-25\|110.10\|2.09\|109.70\|110.75\|104.30\|202445;2026-06-26\|113.76\|3.32\|110.00\|117.99\|103.51\|255556;2026-06-29\|114.26\|0.44\|111.11\|118.15\|108.22\|241573;2026-06-30\|119.42\|4.52\|113.45\|120.00\|110.05\|236615;2026-07-01\|118.78\|-0.54\|117.33\|123.51\|116.00\|240146;2026-07-02\|108.10\|-8.99\|114.19\|116.09\|107.83\|186142;2026-07-03\|102.77\|-4.93\|108.48\|109.50\|102.61\|177103;2026-07-06\|117.21\|14.05\|109.40\|123.30\|108.80\|336858;2026-07-07\|119.39\|1.86\|113.50\|121.50\|113.46\|235441;2026-07-08\|117.18\|-1.85\|118.15\|120.58\|109.50\|233682;2026-07-09\|123.41\|5.32\|119.00\|124.39\|114.44\|305718;2026-07-10\|112.40\|-8.92\|122.56\|124.06\|112.40\|283606;2026-07-13\|119.83\|6.61\|111.18\|127.96\|110.73\|286200;2026-07-14\|116.79\|-2.54\|119.00\|121.90\|113.00\|201038;2026-07-15\|110.13\|-5.70\|116.00\|116.66\|107.98\|162590;2026-07-16\|106.21\|-3.56\|106.04\|112.63\|104.95\|135407;2026-07-17\|97.50\|-8.20\|106.29\|108.50\|97.00\|154466;2026-07-20\|93.72\|-3.88\|100.00\|100.79\|90.97\|154432;2026-07-21\|99.89\|6.58\|95.13\|100.70\|93.61\|139164;2026-07-22\|98.13\|-1.76\|98.60\|101.98\|97.65\|110393;2026-07-23\|93.06\|-5.17\|97.80\|98.60\|92.78\|109254;2026-07-24\|91.45\|-1.73\|91.23\|94.33\|90.99\|65634;2026-07-27\|92.22\|0.84\|90.90\|92.85\|88.38\|62814;2026-07-28\|89.40\|-3.06\|90.61\|92.45\|89.00\|71000;2026-07-29\|90.00\|0.67\|90.44\|90.44\|86.00\|76739;2026-07-30\|85.49\|-5.01\|89.01\|89.80\|85.18\|81971;2026-07-31\|87.40\|2.23\|92.00\|92.00\|87.39\|89612;2026-08-03\|87.05\|-0.40\|86.98\|87.99\|85.71\|69531;2026-08-04\|89.81\|3.17\|89.10\|90.18\|88.20\|70835;2026-08-05\|92.85\|3.38\|89.81\|93.90\|89.01\|100776;2026-08-06\|94.40\|1.67\|91.34\|94.86\|91.05\|94209;2026-08-07\|94.69\|0.31\|93.39\|95.99\|92.81\|90987;2026-08-10\|93.13\|-1.65\|95.00\|95.00\|92.50\|60728;2026-08-11\|97.96\|5.19\|93.00\|100.00\|92.60\|124612;2026-08-12\|98.35\|0.40\|98.80\|100.88\|97.60\|68671;2026-08-13\|95.74\|-2.65\|99.60\|99.60\|95.70\|83258;2026-08-14\|95.90\|0.17\|96.99\|97.50\|94.22\|57651;2026-08-17\|99.17\|3.41\|95.90\|99.39\|95.02\|87086;2026-08-18\|101.72\|2.57\|98.23\|103.30\|97.15\|96952;2026-08-19\|97.01\|-4.63\|99.70\|100.37\|96.45\|87712;2026-08-20\|94.64\|-2.44\|97.90\|97.97\|94.27\|62956;2026-08-21\|95.20\|0.59\|94.99\|96.69\|94.32\|50799;2026-08-24\|91.25\|-4.15\|95.12\|95.19\|90.07\|58714;2026-08-25\|92.40\|1.26\|90.33\|92.86\|89.01\|45570;2026-08-26\|94.30\|2.06\|92.35\|95.05\|92.08\|50762;2026-08-27\|96.62\|2.46\|94.47\|97.11\|93.73\|63159;2026-08-28\|96.10\|-0.54\|96.62\|100.60\|96.02\|83294;2026-08-31\|99.71\|3.76\|94.76\|100.78\|94.60\|92926;2026-09-01\|97.61\|-2.11\|100.02\|101.50\|97.51\|49860;2026-09-02\|94.09\|-3.61\|96.70\|96.80\|94.04\|52031;2026-09-03\|92.47\|-1.72\|95.00\|95.10\|92.00\|42411;2026-09-04\|89.70\|-3.00\|92.75\|93.49\|88.88\|67775;2026-09-07\|93.28\|3.99\|92.88\|93.98\|90.78\|74501;2026-09-08\|90.36\|-3.13\|93.28\|94.87\|90.12\|70347;2026-09-09\|89.50\|-0.95\|90.11\|90.90\|89.02\|41445;2026-09-10\|89.01\|-0.55\|89.00\|90.10\|88.60\|27464;2026-09-11\|86.52\|-2.80\|88.28\|88.35\|85.85\|51822;2026-09-14\|84.58\|-2.24\|86.01\|86.42\|84.35\|48656;2026-09-15\|84.09\|-0.58\|84.72\|85.90\|84.08\|46896;2026-09-16\|86.73\|3.14\|83.56\|86.90\|83.48\|53479;2026-09-17\|85.57\|-1.34\|86.00\|86.70\|84.50\|43291;2026-09-18\|88.95\|3.95\|86.50\|89.50\|86.35\|59599;2026-09-21\|89.39\|0.49\|87.80\|89.86\|87.30\|59739;2026-09-22\|89.63\|0.27\|90.10\|91.29\|89.18\|50552;2026-09-23\|89.30\|-0.37\|88.99\|90.50\|88.58\|31722;2026-09-24\|87.56\|-1.95\|88.60\|89.57\|87.31\|29703;2026-09-28\|86.45\|-1.27\|87.33\|87.89\|84.53\|41332;2026-09-29\|86.68\|0.27\|86.67\|87.53\|84.96\|33955;2026-09-30\|84.66\|-2.33\|87.29\|87.41\|84.23\|36773;2026-10-08\|85.45\|0.93\|86.00\|89.82\|84.94\|94834;2026-10-09\|92.25\|7.96\|84.88\|93.44\|82.74\|136124;2026-10-12\|97.90\|6.12\|91.90\|99.77\|91.51\|166547;2026-10-13\|97.82\|-0.08\|97.64\|98.60\|94.60\|88402;2026-10-14\|95.80\|-2.06\|97.50\|98.38\|95.00\|57927;2026-10-15\|98.65\|2.97\|93.45\|99.65\|93.03\|103304;2026-10-16\|98.35\|-0.30\|99.23\|100.65\|97.95\|72376;2026-10-19\|97.40\|-0.97\|97.00\|99.58\|96.21\|48274;2026-10-20\|100.79\|3.48\|97.00\|102.93\|96.50\|88353;2026-10-21\|100.00\|-0.78\|100.00\|102.30\|99.28\|59862;2026-10-22\|97.50\|-2.50\|99.07\|101.20\|97.50\|54685;2026-10-23\|108.20\|10.97\|96.00\|108.34\|96.00\|144345;2026-10-26\|109.80\|1.48\|107.64\|113.00\|106.30\|124911;2026-10-27\|103.82\|-5.45\|111.76\|111.96\|103.80\|95047;2026-10-28\|101.92\|-1.83\|105.40\|107.60\|101.83\|95739;2026-10-29\|97.70\|-4.14\|101.87\|103.97\|97.50\|80865;2026-10-30\|86.17\|-11.80\|98.00\|100.98\|85.85\|148895;2026-11-02\|91.38\|6.05\|90.83\|95.26\|88.44\|122756;2026-11-03\|88.66\|-2.98\|90.00\|90.83\|87.11\|80184;2026-11-04\|94.80\|6.93\|88.94\|95.00\|88.57\|108552;2026-11-05\|97.98\|3.35\|92.92\|99.49\|92.88\|61967
134414	隔夜美股芯片股走高		公司为国内领先的功率器件IDM企业	2026-11-04\|50.06\|7.17\|46.72\|50.23\|46.19\|18743613;2026-11-05\|51.11\|2.10\|49.00\|51.50\|48.82\|12851379
134413	隔夜美股芯片股走高	SiC+功率半导体+IDM模式 1、据2026年6月12日互动易，士兰明镓6英寸SiC产线月产能达1万片，士兰集宏8英寸SiC产线月产能达5000片；基于Ⅱ代SiC MOSFET芯片的电动汽车主驱模块出货累计超20万颗，第Ⅳ代SiC芯片与模块已开始批量交付。 2、据2026年8月19日证券时报，公司获德国莱茵TUV颁发ISO 26262 ASIL D功能安全等多项认证，标志其已具备车规产品最高等级开发流程与产品实践能力。 3、据2026年4月25日年报，公司是国内主要的综合型半导体IDM企业之一，产品覆盖功率器件、模拟电路、MEMS传感器等，Ⅱ代SiC-MOSFET已应用于AI算力中心电源并大批量出货。	公司拟200亿元投建12英寸高端模拟芯片生产线项目	2026-06-25\|49.86\|-0.30\|48.80\|51.43\|48.11\|1686238;2026-06-26\|50.38\|1.04\|49.80\|53.80\|49.33\|1859413;2026-06-29\|52.59\|4.39\|52.89\|55.42\|50.85\|2584855;2026-06-30\|54.66\|3.94\|53.50\|55.23\|50.40\|2212973;2026-07-01\|53.15\|-2.76\|55.56\|57.10\|52.41\|1869084;2026-07-02\|50.50\|-4.99\|50.00\|53.48\|47.84\|1600826;2026-07-03\|47.25\|-6.44\|49.98\|50.89\|47.20\|1352837;2026-07-06\|46.62\|-1.33\|47.98\|48.57\|45.28\|1140828;2026-07-07\|47.29\|1.44\|45.91\|48.49\|45.70\|1086236;2026-07-08\|46.21\|-2.28\|47.30\|48.63\|43.77\|1105137;2026-07-09\|48.40\|4.74\|47.08\|48.46\|45.46\|1487720;2026-07-10\|44.51\|-8.04\|48.89\|49.96\|44.32\|1857332;2026-07-13\|41.93\|-5.80\|43.78\|45.79\|41.58\|1244445;2026-07-14\|41.80\|-0.31\|41.50\|42.28\|39.33\|1019230;2026-07-15\|38.57\|-7.73\|42.00\|42.22\|38.49\|964898;2026-07-16\|36.22\|-6.09\|37.84\|38.88\|35.88\|944532;2026-07-17\|33.19\|-8.37\|36.10\|36.21\|32.85\|973000;2026-07-20\|29.88\|-9.76\|33.78\|33.99\|29.80\|1108127;2026-07-21\|32.87\|10.01\|30.48\|32.87\|27.85\|1345327;2026-07-22\|33.19\|0.97\|32.87\|35.16\|32.86\|1518276;2026-07-23\|32.22\|-2.92\|33.72\|33.80\|31.74\|876436;2026-07-24\|31.57\|-2.02\|31.55\|32.71\|31.10\|704608;2026-07-27\|32.33\|2.41\|31.30\|32.33\|30.62\|684116;2026-07-28\|30.17\|-6.68\|31.40\|32.28\|29.90\|722424;2026-07-29\|29.90\|-0.89\|30.19\|30.48\|28.44\|886091;2026-07-30\|27.77\|-7.12\|29.51\|29.80\|27.42\|964574;2026-07-31\|28.26\|1.76\|29.60\|29.80\|28.21\|1077183;2026-08-03\|27.45\|-2.87\|27.90\|28.28\|27.39\|802317;2026-08-04\|29.12\|6.08\|27.70\|29.36\|27.61\|994920;2026-08-05\|30.62\|5.15\|29.00\|30.96\|28.98\|1148286;2026-08-06\|31.16\|1.76\|29.90\|31.70\|29.80\|1022784;2026-08-07\|32.55\|4.46\|31.10\|32.62\|30.90\|1078342;2026-08-10\|32.17\|-1.17\|32.55\|32.98\|31.36\|809581;2026-08-11\|32.05\|-0.37\|31.81\|33.05\|31.80\|723556;2026-08-12\|32.85\|2.50\|32.05\|33.17\|31.97\|695906;2026-08-13\|32.28\|-1.74\|33.39\|33.92\|32.19\|914841;2026-08-14\|32.75\|1.46\|32.71\|32.93\|31.98\|656533;2026-08-17\|34.05\|3.97\|32.75\|34.10\|32.62\|821119;2026-08-18\|34.88\|2.44\|34.13\|35.42\|33.75\|1205892;2026-08-19\|34.49\|-1.12\|33.59\|36.60\|33.58\|2019166;2026-08-20\|32.63\|-5.39\|34.49\|34.77\|32.17\|1558757;2026-08-21\|35.89\|9.99\|32.22\|35.89\|32.22\|771005;2026-08-24\|35.56\|-0.92\|36.25\|37.43\|34.67\|2603891;2026-08-25\|34.32\|-3.49\|34.18\|35.16\|33.05\|1746952;2026-08-26\|33.07\|-3.64\|34.32\|34.32\|32.53\|1410235;2026-08-27\|34.88\|5.47\|33.19\|34.99\|32.75\|1549049;2026-08-28\|34.17\|-2.04\|34.30\|35.62\|34.15\|1265618;2026-08-31\|34.16\|-0.03\|32.88\|34.33\|32.76\|1052591;2026-09-01\|32.35\|-5.30\|34.00\|34.05\|32.35\|1096380;2026-09-02\|31.00\|-4.17\|31.51\|31.67\|30.86\|888394;2026-09-03\|31.23\|0.74\|31.40\|31.53\|30.87\|648544;2026-09-04\|30.34\|-2.85\|31.42\|31.76\|30.01\|752301;2026-09-07\|30.96\|2.04\|30.76\|31.21\|30.44\|577484;2026-09-08\|30.36\|-1.94\|30.80\|31.09\|30.30\|625481;2026-09-09\|30.27\|-0.30\|30.57\|31.03\|30.08\|482561;2026-09-10\|30.24\|-0.10\|30.00\|30.63\|29.80\|445553;2026-09-11\|30.07\|-0.56\|29.75\|30.17\|29.00\|616405;2026-09-14\|29.85\|-0.73\|29.65\|30.20\|29.31\|373474;2026-09-15\|30.04\|0.64\|29.51\|30.46\|29.51\|461589;2026-09-16\|31.34\|4.33\|30.00\|31.46\|29.82\|898402;2026-09-17\|31.99\|2.07\|31.00\|32.68\|31.00\|991117;2026-09-18\|32.77\|2.44\|32.50\|33.30\|31.77\|1111261;2026-09-21\|33.27\|1.53\|33.13\|34.00\|32.91\|1019942;2026-09-22\|33.40\|0.39\|33.85\|34.47\|33.21\|951527;2026-09-23\|33.67\|0.81\|33.53\|33.89\|32.90\|682969;2026-09-24\|32.72\|-2.82\|33.35\|33.58\|32.70\|488658;2026-09-28\|31.40\|-4.03\|32.68\|32.69\|31.27\|535880;2026-09-29\|31.84\|1.40\|31.40\|32.44\|31.06\|501170;2026-09-30\|30.75\|-3.42\|32.29\|32.30\|30.69\|420988;2026-10-08\|29.64\|-3.61\|30.90\|31.70\|29.39\|555388;2026-10-09\|29.09\|-1.86\|29.20\|29.52\|27.80\|671117;2026-10-12\|27.85\|-4.26\|28.76\|28.84\|27.80\|468803;2026-10-13\|27.75\|-0.36\|27.35\|28.11\|26.54\|547591;2026-10-14\|26.83\|-3.32\|27.52\|27.77\|26.80\|350416;2026-10-15\|25.95\|-3.28\|25.91\|26.33\|25.65\|528355;2026-10-16\|25.65\|-1.16\|26.38\|26.50\|25.38\|453012;2026-10-19\|25.50\|-0.58\|25.36\|25.77\|24.88\|436500;2026-10-20\|25.91\|1.61\|25.35\|26.27\|25.31\|474681;2026-10-21\|25.81\|-0.39\|26.10\|26.38\|25.70\|420307;2026-10-22\|25.65\|-0.62\|25.85\|26.30\|25.24\|557537;2026-10-23\|26.28\|2.46\|24.91\|26.40\|24.29\|652151;2026-10-26\|24.95\|-5.06\|25.88\|25.88\|24.90\|516473;2026-10-27\|24.11\|-3.37\|25.31\|25.41\|24.11\|384430;2026-10-28\|25.07\|3.98\|24.56\|25.28\|24.37\|496880;2026-10-29\|24.18\|-3.55\|24.76\|24.88\|24.17\|400857;2026-10-30\|22.88\|-5.38\|23.50\|24.21\|22.81\|505625;2026-11-02\|23.14\|1.14\|23.30\|23.46\|22.51\|483955;2026-11-03\|22.39\|-3.24\|22.80\|23.27\|22.22\|503234;2026-11-04\|24.19\|8.04\|22.50\|24.25\|22.35\|711080;2026-11-05\|24.62\|1.78\|23.60\|25.07\|23.56\|512933
134412	隔夜美股芯片股走高	回购+增持+存储芯片+半年报预增行业原因：隔夜美股存储芯片板块大幅反弹，市场对AI与科技股的去杠杆担忧缓解，韩股SK海力士早盘大涨近30%。公司原因： 1、据2026年7月30日公告，公司董事长朱一明提议以10亿至20亿元回购A股股份，回购后将全部注销并减少注册资本；据2026年7月30日公告，控股股东朱一明承诺未来12个月内不减持，并计划自2026年12月13日起增持不低于10亿元。 2、据2026年7月10日业绩预增公告，公司预计2026年半年度实现归母净利润约69亿元，同比增长约1099%；营业收入约115亿元，同比增长约177%。业绩增长主要系存储芯片行业供给紧张，公司产品量价齐升，微控制器出货亦实现较好增长。 3、公司是全球领先的集成电路设计公司，主要业务为存储芯片NOR Flash、SLC NAND Flash、利基型DRAM和微控制器MCU，NOR Flash全球市占率排名第二。	国内存储龙头，产品包括DDR3L/DDR4/LPDDR4X等，投资23亿持有长鑫1.80%股权	2026-11-04\|271.38\|8.48\|252.00\|274.28\|248.00\|436424;2026-11-05\|265.20\|-2.28\|260.00\|272.99\|259.00\|306434
134411	隔夜美股芯片股走高		公司是中国大陆技术最先进、规模最大的晶圆代工企业，市场份额逼近三星	2026-06-25\|156.86\|3.52\|152.00\|158.66\|151.00\|1186102;2026-06-26\|148.76\|-5.16\|153.70\|156.22\|146.50\|1076155;2026-06-29\|151.00\|1.51\|147.80\|152.99\|141.00\|1027401;2026-06-30\|158.82\|5.18\|152.05\|160.66\|150.00\|1066795;2026-07-01\|154.48\|-2.73\|160.19\|166.88\|152.31\|1146777;2026-07-02\|144.10\|-6.72\|146.50\|151.69\|141.26\|949024;2026-07-03\|140.31\|-2.63\|144.89\|146.45\|140.20\|770412;2026-07-06\|143.99\|2.62\|143.40\|147.86\|135.26\|896631;2026-07-07\|145.42\|0.99\|142.00\|149.51\|140.16\|689117;2026-07-08\|152.10\|4.59\|148.00\|156.98\|142.60\|1000253;2026-07-09\|173.00\|13.74\|153.68\|174.51\|152.10\|1446296;2026-07-10\|163.02\|-5.77\|173.00\|176.34\|162.58\|1127089;2026-07-13\|163.58\|0.34\|160.01\|172.44\|160.01\|1081333;2026-07-14\|160.99\|-1.58\|165.66\|166.88\|150.20\|1162794;2026-07-15\|153.64\|-4.57\|160.00\|162.78\|150.25\|834883;2026-07-16\|151.80\|-1.20\|146.00\|160.47\|145.99\|842586;2026-07-17\|139.88\|-7.85\|150.01\|155.51\|139.02\|1029520;2026-07-20\|144.00\|2.95\|145.00\|147.47\|138.11\|939425;2026-07-21\|160.00\|11.11\|148.00\|161.40\|140.58\|1139808;2026-07-22\|155.59\|-2.76\|156.00\|160.40\|153.38\|799705;2026-07-23\|145.09\|-6.75\|157.00\|157.49\|143.56\|748152;2026-07-24\|143.73\|-0.94\|145.31\|148.60\|142.56\|477433;2026-07-27\|143.77\|0.03\|145.69\|146.05\|136.81\|536378;2026-07-28\|136.70\|-4.92\|141.68\|146.50\|134.58\|658066;2026-07-29\|130.90\|-4.24\|138.31\|138.88\|128.00\|683856;2026-07-30\|122.99\|-6.04\|128.68\|130.79\|121.82\|799846;2026-07-31\|123.99\|0.81\|134.00\|134.99\|123.69\|773130;2026-08-03\|116.50\|-6.04\|123.00\|123.41\|116.00\|654376;2026-08-04\|121.10\|3.95\|116.70\|122.50\|115.21\|644307;2026-08-05\|125.45\|3.59\|121.00\|127.55\|120.36\|663329;2026-08-06\|124.15\|-1.04\|122.00\|126.99\|121.88\|518881;2026-08-07\|128.50\|3.50\|123.36\|128.50\|123.13\|601908;2026-08-10\|126.25\|-1.75\|128.49\|128.66\|124.11\|427654;2026-08-11\|125.41\|-0.67\|124.85\|128.43\|124.50\|371760;2026-08-12\|127.96\|2.03\|126.00\|128.50\|124.51\|438380;2026-08-13\|129.44\|1.16\|129.00\|134.50\|129.00\|666294;2026-08-14\|132.87\|2.65\|133.99\|135.36\|129.67\|774497;2026-08-17\|136.76\|2.93\|132.00\|137.42\|130.80\|680113;2026-08-18\|134.98\|-1.30\|136.00\|137.48\|132.47\|574241;2026-08-19\|128.01\|-5.16\|130.87\|131.56\|126.01\|665954;2026-08-20\|125.50\|-1.96\|128.80\|129.28\|124.79\|401270;2026-08-21\|124.80\|-0.56\|124.32\|126.86\|124.20\|305664;2026-08-24\|120.58\|-3.38\|124.50\|124.78\|118.30\|476717;2026-08-25\|120.00\|-0.48\|118.58\|121.64\|117.88\|310643;2026-08-26\|124.15\|3.46\|120.50\|124.60\|120.22\|401081;2026-08-27\|126.33\|1.76\|124.05\|126.78\|123.51\|343777;2026-08-28\|125.88\|-0.36\|126.33\|128.47\|125.50\|296693;2026-08-31\|128.70\|2.24\|123.00\|129.89\|122.75\|372780;2026-09-01\|126.11\|-2.01\|128.00\|128.12\|125.46\|235781;2026-09-02\|122.55\|-2.82\|124.58\|124.58\|122.00\|285453;2026-09-03\|123.87\|1.08\|123.77\|124.86\|122.90\|221538;2026-09-04\|121.14\|-2.20\|124.98\|125.75\|120.55\|312718;2026-09-07\|124.12\|2.46\|122.50\|125.30\|122.22\|313148;2026-09-08\|121.52\|-2.09\|124.25\|124.44\|121.50\|277642;2026-09-09\|120.51\|-0.83\|122.12\|122.96\|120.06\|218576;2026-09-10\|119.18\|-1.10\|120.00\|120.37\|118.90\|191519;2026-09-11\|117.41\|-1.49\|118.00\|118.40\|115.80\|351651;2026-09-14\|114.07\|-2.84\|116.80\|116.80\|113.96\|277147;2026-09-15\|114.86\|0.69\|113.61\|117.37\|113.60\|255207;2026-09-16\|120.90\|5.26\|114.86\|120.99\|114.60\|394365;2026-09-17\|118.62\|-1.89\|119.50\|120.77\|117.90\|245086;2026-09-18\|122.00\|2.85\|120.78\|123.43\|119.93\|387220;2026-09-21\|122.01\|0.01\|122.60\|123.94\|120.96\|258705;2026-09-22\|122.41\|0.33\|124.10\|125.61\|121.82\|321425;2026-09-23\|121.39\|-0.83\|122.40\|122.41\|120.80\|183422;2026-09-24\|119.98\|-1.16\|121.10\|121.39\|119.63\|186610;2026-09-28\|116.56\|-2.85\|119.51\|119.62\|115.29\|269354;2026-09-29\|117.51\|0.81\|116.57\|117.80\|116.26\|183806;2026-09-30\|111.99\|-4.70\|117.77\|118.18\|111.29\|428746;2026-10-08\|107.08\|-4.38\|112.00\|113.13\|105.82\|481539;2026-10-09\|108.42\|1.25\|106.00\|109.55\|102.80\|461045;2026-10-12\|106.68\|-1.60\|107.50\|109.18\|105.68\|247907;2026-10-13\|106.00\|-0.64\|103.68\|107.44\|102.10\|302729;2026-10-14\|102.55\|-3.25\|105.00\|105.81\|102.38\|247202;2026-10-15\|104.44\|1.84\|99.56\|104.58\|99.10\|475717;2026-10-16\|102.66\|-1.70\|105.00\|105.00\|100.52\|378552;2026-10-19\|99.70\|-2.88\|100.87\|101.49\|97.71\|317113;2026-10-20\|101.98\|2.29\|98.99\|101.98\|98.51\|299365;2026-10-21\|100.24\|-1.71\|102.00\|102.38\|99.66\|239868;2026-10-22\|100.09\|-0.15\|101.00\|101.44\|98.40\|357905;2026-10-23\|104.10\|4.01\|99.46\|104.28\|94.80\|524906;2026-10-26\|102.77\|-1.28\|103.13\|103.33\|100.98\|312786;2026-10-27\|100.00\|-2.70\|102.77\|103.87\|99.91\|248078;2026-10-28\|102.00\|2.00\|103.42\|103.50\|99.90\|280988;2026-10-29\|101.00\|-0.98\|102.00\|102.00\|99.50\|284298;2026-10-30\|96.79\|-4.17\|99.95\|100.76\|96.36\|299990;2026-11-02\|100.00\|3.32\|99.38\|100.50\|96.40\|342143;2026-11-03\|102.11\|2.11\|100.00\|103.80\|97.60\|519264;2026-11-04\|111.30\|9.00\|102.00\|111.82\|101.24\|58021471;2026-11-05\|110.50\|-0.72\|107.60\|113.84\|107.60\|32354996
134410	隔夜美股芯片股走高	300mm硅片+SOI硅片+存储芯片行业原因： 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30日一季报，公司营收10.84亿元，同比增长35.22%，主要系300mm半导体硅片销量同比增幅超过90%，带动收入增幅超60%。 2、据2026年5月29日投资者关系活动记录表，公司是全球少数建立SOI技术能力的企业之一，已建成12英寸SOI硅片中试线，下游应用主要包括硅光、射频等，其中硅光领域为SOI材料主要应用场景之一。 3、据2025年10月31日投资者关系活动记录表，公司存储用抛光片占产品比例约60-65%，存储领域是300mm半导体硅片的重要应用方向之一；据2026年5月29日投资者关系活动记录表，公司产品覆盖存储等应用领域，将根据不同客户需求提供相应规格产品。	中国第一大硅晶圆厂，第三季度业绩同比扭亏为盈	2026-11-04\|19.39\|9.61\|17.80\|19.73\|17.42\|91179513;2026-11-05\|20.05\|3.40\|18.80\|20.70\|18.70\|67373450
134409	隔夜美股芯片股走高		领先的集成电路EDA软件与晶圆级电性测试设备供应商	2026-06-25\|100.72\|-3.95\|106.66\|108.00\|99.06\|171250;2026-06-26\|106.79\|6.03\|102.33\|108.54\|99.00\|204722;2026-06-29\|103.62\|-2.97\|106.00\|109.99\|95.77\|229029;2026-06-30\|118.05\|13.93\|103.62\|119.88\|100.85\|247576;2026-07-01\|123.21\|4.37\|123.02\|128.77\|118.31\|252453;2026-07-02\|110.90\|-9.99\|117.03\|123.56\|110.00\|183289;2026-07-03\|107.38\|-3.17\|109.35\|111.09\|103.00\|143841;2026-07-06\|111.90\|4.21\|109.32\|115.88\|105.00\|167354;2026-07-07\|114.37\|2.21\|108.68\|115.94\|107.00\|145891;2026-07-08\|106.46\|-6.92\|113.88\|114.70\|101.00\|143116;2026-07-09\|115.07\|8.09\|110.00\|115.60\|106.46\|141898;2026-07-10\|104.43\|-9.25\|117.00\|118.65\|104.11\|163992;2026-07-13\|100.10\|-4.15\|102.20\|108.75\|100.00\|123664;2026-07-14\|95.70\|-4.40\|99.09\|101.90\|91.02\|122322;2026-07-15\|92.84\|-2.99\|96.74\|98.85\|90.80\|93049;2026-07-16\|87.57\|-5.68\|89.67\|93.96\|87.10\|82138;2026-07-17\|77.57\|-11.42\|87.24\|88.26\|76.80\|103976;2026-07-20\|68.35\|-11.89\|79.12\|79.67\|65.53\|149519;2026-07-21\|75.60\|10.61\|69.00\|75.80\|64.01\|132408;2026-07-22\|72.17\|-4.54\|74.69\|75.72\|71.69\|93477;2026-07-23\|69.57\|-3.60\|72.43\|73.30\|68.98\|67062;2026-07-24\|68.50\|-1.54\|68.93\|70.70\|68.01\|55149;2026-07-27\|70.99\|3.63\|69.40\|71.00\|66.67\|64973;2026-07-28\|67.59\|-4.79\|69.40\|73.73\|67.17\|70372;2026-07-29\|67.24\|-0.52\|68.66\|70.22\|63.95\|92704;2026-07-30\|62.36\|-7.26\|66.50\|66.60\|61.65\|92555;2026-07-31\|66.00\|5.84\|66.78\|69.22\|65.82\|100929;2026-08-03\|63.65\|-3.56\|65.67\|67.50\|63.40\|60390;2026-08-04\|67.70\|6.36\|65.51\|68.38\|63.91\|75577;2026-08-05\|71.78\|6.03\|67.30\|73.50\|66.87\|88180;2026-08-06\|71.67\|-0.15\|70.08\|73.10\|69.68\|67275;2026-08-07\|73.76\|2.92\|71.69\|74.27\|71.13\|76800;2026-08-10\|73.20\|-0.76\|74.10\|74.99\|72.09\|56774;2026-08-11\|73.55\|0.48\|73.11\|74.77\|71.81\|51458;2026-08-12\|75.39\|2.50\|73.80\|75.98\|73.15\|57213;2026-08-13\|73.60\|-2.37\|75.99\|77.46\|73.50\|55924;2026-08-14\|74.90\|1.77\|74.98\|75.09\|72.75\|48771;2026-08-17\|81.12\|8.30\|75.27\|81.16\|75.01\|68830;2026-08-18\|79.21\|-2.35\|81.62\|81.70\|77.80\|65287;2026-08-19\|73.32\|-7.44\|77.05\|78.46\|72.69\|63226;2026-08-20\|73.85\|0.72\|74.43\|75.35\|73.00\|46552;2026-08-21\|74.31\|0.62\|73.63\|75.58\|72.65\|40393;2026-08-24\|73.02\|-1.74\|74.29\|74.68\|71.10\|42031;2026-08-25\|72.31\|-0.97\|72.10\|73.30\|69.00\|40735;2026-08-26\|72.25\|-0.08\|72.35\|73.10\|71.21\|41911;2026-08-27\|75.45\|4.43\|72.68\|75.72\|72.11\|55334;2026-08-28\|74.78\|-0.89\|75.80\|77.90\|74.73\|53528;2026-08-31\|79.05\|5.71\|77.51\|79.47\|75.87\|84608;2026-09-01\|76.55\|-3.16\|79.00\|79.30\|75.52\|62187;2026-09-02\|73.95\|-3.40\|75.58\|76.40\|73.87\|43038;2026-09-03\|73.17\|-1.05\|75.24\|75.73\|72.35\|39832;2026-09-04\|70.19\|-4.07\|74.50\|74.95\|69.64\|58338;2026-09-07\|74.62\|6.31\|72.00\|75.16\|70.98\|93363;2026-09-08\|74.85\|0.31\|74.39\|77.69\|74.23\|62665;2026-09-09\|73.83\|-1.36\|74.70\|76.37\|73.30\|50824;2026-09-10\|73.42\|-0.56\|73.77\|74.88\|72.35\|33792;2026-09-11\|72.10\|-1.80\|72.64\|73.10\|69.90\|42034;2026-09-14\|71.71\|-0.54\|71.74\|72.44\|70.01\|35518;2026-09-15\|72.53\|1.14\|72.66\|74.38\|71.50\|39993;2026-09-16\|75.69\|4.36\|72.95\|76.25\|71.98\|51431;2026-09-17\|74.72\|-1.28\|75.40\|76.17\|74.40\|36520;2026-09-18\|78.75\|5.39\|76.02\|79.66\|75.33\|62424;2026-09-21\|77.59\|-1.47\|78.75\|79.15\|77.05\|49057;2026-09-22\|77.27\|-0.41\|79.00\|79.44\|76.97\|46794;2026-09-23\|77.96\|0.89\|77.51\|78.68\|77.03\|34827;2026-09-24\|74.96\|-3.85\|77.11\|77.85\|74.79\|35372;2026-09-28\|70.56\|-5.87\|74.50\|74.80\|69.55\|48393;2026-09-29\|70.42\|-0.20\|70.19\|71.00\|69.77\|30104;2026-09-30\|68.11\|-3.28\|71.13\|71.32\|68.08\|34793;2026-10-08\|65.00\|-4.57\|68.16\|69.35\|64.00\|38174;2026-10-09\|63.61\|-2.14\|64.29\|64.44\|60.08\|59014;2026-10-12\|63.82\|0.33\|63.60\|65.22\|62.33\|44956;2026-10-13\|63.03\|-1.24\|61.95\|63.86\|60.20\|46743;2026-10-14\|60.62\|-3.82\|62.75\|62.90\|60.61\|37033;2026-10-15\|57.70\|-4.82\|58.00\|59.09\|57.26\|55684;2026-10-16\|57.78\|0.14\|58.92\|59.79\|57.26\|37966;2026-10-19\|56.80\|-1.70\|57.19\|58.00\|55.51\|40796;2026-10-20\|59.34\|4.47\|56.30\|60.24\|56.22\|46766;2026-10-21\|60.18\|1.42\|59.34\|61.20\|58.98\|44178;2026-10-22\|57.74\|-4.05\|60.50\|60.88\|57.60\|38680;2026-10-23\|60.86\|5.40\|56.59\|61.19\|54.28\|65530;2026-10-26\|61.11\|0.41\|59.81\|63.15\|59.81\|66197;2026-10-27\|57.46\|-5.97\|61.93\|62.61\|57.46\|51163;2026-10-28\|59.18\|2.99\|58.61\|60.87\|57.80\|54405;2026-10-29\|55.82\|-5.68\|58.86\|59.00\|55.70\|52620;2026-10-30\|52.27\|-6.36\|54.25\|55.91\|52.26\|55536;2026-11-02\|54.27\|3.83\|53.10\|55.00\|52.13\|58295;2026-11-03\|50.30\|-7.32\|53.19\|53.67\|50.01\|70074;2026-11-04\|55.29\|9.92\|51.21\|55.88\|50.20\|77853;2026-11-05\|56.07\|1.41\|54.99\|57.64\|54.06\|44392
134408	隔夜美股芯片股走高	EDA+半导体IP+并购重组获批 1、据2026年6月27日公告，公司发行股份及支付现金购买锐成芯微100%股权及纳能微45.64%股权事项，已获得中国证监会同意注册批复。 2、据2026年6月27日重组报告书，本次交易将助力公司打造国内首家EDA与IP深度协同的领军企业，实现从“EDA工具提供商”向“EDA+IP一站式综合解决方案平台”的转型。 3、据2025年年报，公司主营业务为向全球领先集成电路企业提供EDA全流程解决方案，通过“内生研发+外延并购”模式推进EDA+IP协同发展。	公司向全球领先集成电路企业提供EDA全流程解决方案，拟购买锐成芯微100%股权及纳能微45.64%股权，标的公司锐成芯微的模拟及数模混合IP排名中国第一、全球第四，存储IP获得了三家全球前十大芯片设计公司的认可和采用	2026-06-25\|39.13\|-1.63\|39.80\|40.18\|38.50\|109292;2026-06-26\|40.39\|3.22\|38.78\|41.43\|37.20\|153538;2026-06-29\|42.43\|5.05\|41.00\|42.74\|39.39\|184844;2026-06-30\|44.37\|4.57\|43.21\|44.65\|41.00\|198526;2026-07-01\|48.20\|8.63\|43.61\|49.59\|43.10\|216037;2026-07-02\|43.04\|-10.71\|46.20\|46.80\|42.45\|156401;2026-07-03\|40.63\|-5.60\|42.01\|42.94\|40.55\|119029;2026-07-06\|48.76\|20.01\|42.47\|48.76\|42.47\|243507;2026-07-07\|49.20\|0.90\|49.95\|50.19\|46.90\|236591;2026-07-08\|47.20\|-4.07\|48.95\|49.21\|44.02\|176359;2026-07-09\|53.00\|12.29\|47.98\|53.22\|46.50\|250321;2026-07-10\|47.16\|-11.02\|52.83\|54.83\|47.00\|248137;2026-07-13\|51.91\|10.07\|45.27\|53.99\|45.27\|262280;2026-07-14\|50.00\|-3.68\|52.18\|53.23\|47.81\|187210;2026-07-15\|46.15\|-7.64\|49.47\|49.77\|44.63\|160450;2026-07-16\|43.42\|-5.92\|44.59\|46.99\|43.07\|139416;2026-07-17\|38.45\|-11.45\|42.81\|43.35\|38.18\|139012;2026-07-20\|34.75\|-9.62\|38.81\|39.77\|33.00\|176964;2026-07-21\|37.10\|6.76\|34.86\|37.33\|33.02\|142801;2026-07-22\|36.29\|-2.18\|36.62\|37.56\|35.80\|117604;2026-07-23\|34.00\|-6.31\|36.29\|36.68\|33.41\|103438;2026-07-24\|34.18\|0.53\|33.44\|34.84\|33.23\|78390;2026-07-27\|34.80\|1.81\|33.51\|34.80\|32.65\|66071;2026-07-28\|32.40\|-6.90\|33.90\|34.68\|32.11\|71496;2026-07-29\|32.46\|0.19\|32.39\|32.86\|30.70\|75140;2026-07-30\|30.63\|-5.64\|32.12\|32.68\|29.90\|63332;2026-07-31\|31.80\|3.82\|32.51\|33.51\|31.71\|83256;2026-08-03\|31.61\|-0.60\|31.80\|32.18\|30.84\|55819;2026-08-04\|32.55\|2.97\|33.00\|33.65\|31.80\|68799;2026-08-05\|34.20\|5.07\|32.65\|34.72\|32.42\|79185;2026-08-06\|34.29\|0.26\|33.53\|34.60\|33.00\|70584;2026-08-07\|36.14\|5.40\|34.39\|37.36\|33.63\|110518;2026-08-10\|35.16\|-2.71\|36.16\|36.35\|34.70\|64510;2026-08-11\|36.11\|2.70\|36.50\|37.38\|35.81\|97389;2026-08-12\|36.77\|1.83\|36.03\|38.00\|36.02\|82161;2026-08-13\|35.38\|-3.78\|37.24\|37.24\|35.35\|69041;2026-08-14\|35.72\|0.96\|36.04\|36.50\|34.85\|56354;2026-08-17\|41.57\|16.38\|35.85\|41.80\|35.65\|163369;2026-08-18\|41.90\|0.79\|41.57\|42.18\|40.40\|97854;2026-08-19\|39.71\|-5.23\|41.07\|42.95\|39.60\|98073;2026-08-20\|39.08\|-1.59\|40.62\|40.90\|38.40\|77209;2026-08-21\|43.30\|10.80\|39.18\|43.80\|38.81\|158123;2026-08-24\|41.29\|-4.64\|43.21\|44.51\|39.91\|106495;2026-08-25\|41.42\|0.31\|40.82\|41.61\|39.40\|73146;2026-08-26\|42.30\|2.12\|41.40\|44.25\|41.37\|100630;2026-08-27\|43.76\|3.45\|42.00\|44.40\|42.00\|100021;2026-08-28\|44.52\|1.74\|43.40\|45.30\|43.30\|88285;2026-08-31\|44.44\|-0.18\|43.50\|44.88\|42.78\|74787;2026-09-01\|41.31\|-7.04\|44.88\|45.54\|40.50\|139521;2026-09-02\|41.50\|0.46\|41.04\|41.80\|40.46\|64315;2026-09-03\|41.35\|-0.36\|41.82\|42.36\|40.30\|59741;2026-09-04\|39.62\|-4.18\|41.99\|42.20\|39.02\|71564;2026-09-07\|40.00\|0.96\|40.66\|42.27\|39.08\|125072;2026-09-08\|39.72\|-0.70\|40.00\|40.76\|39.33\|72733;2026-09-09\|38.80\|-2.32\|39.72\|40.98\|38.69\|72733;2026-09-10\|37.98\|-2.11\|38.55\|38.98\|37.80\|54479;2026-09-11\|36.80\|-3.11\|37.69\|37.94\|35.77\|59663;2026-09-14\|36.81\|0.03\|36.50\|37.04\|35.81\|46080;2026-09-15\|35.94\|-2.36\|36.80\|37.24\|35.88\|47534;2026-09-16\|37.57\|4.54\|36.36\|37.78\|35.84\|80872;2026-09-17\|37.26\|-0.83\|37.20\|37.84\|36.51\|65767;2026-09-18\|39.44\|5.85\|37.72\|39.63\|37.46\|93022;2026-09-21\|38.02\|-3.60\|37.94\|38.70\|37.60\|125027;2026-09-22\|38.05\|0.08\|38.37\|38.97\|37.98\|64003;2026-09-23\|37.84\|-0.55\|38.22\|38.48\|37.72\|39048;2026-09-24\|36.79\|-2.77\|37.67\|37.87\|36.69\|33024;2026-09-28\|35.39\|-3.81\|36.80\|36.88\|34.50\|55519;2026-09-29\|35.18\|-0.59\|35.39\|35.80\|34.71\|34602;2026-09-30\|34.34\|-2.39\|35.55\|35.59\|34.01\|31918;2026-10-08\|33.07\|-3.70\|34.82\|35.11\|32.73\|37911;2026-10-09\|33.74\|2.03\|32.89\|34.18\|31.05\|75805;2026-10-12\|34.30\|1.66\|33.45\|34.85\|32.91\|64951;2026-10-13\|33.20\|-3.21\|33.73\|33.78\|31.90\|53323;2026-10-14\|32.79\|-1.23\|32.99\|33.23\|32.39\|36473;2026-10-15\|31.69\|-3.35\|32.00\|32.84\|31.49\|41817;2026-10-16\|31.19\|-1.58\|32.29\|32.50\|30.87\|36787;2026-10-19\|30.72\|-1.51\|31.00\|31.74\|30.13\|36236;2026-10-20\|31.98\|4.10\|30.61\|32.38\|30.23\|37089;2026-10-21\|32.03\|0.16\|32.35\|32.59\|31.85\|23830;2026-10-22\|30.90\|-3.53\|31.80\|32.35\|30.80\|26252;2026-10-23\|34.55\|11.81\|30.63\|34.93\|29.99\|91375;2026-10-26\|35.36\|2.34\|34.50\|37.40\|34.00\|120258;2026-10-27\|32.83\|-7.16\|35.36\|36.83\|32.83\|62887;2026-10-28\|33.75\|2.80\|33.34\|34.79\|33.00\|63496;2026-10-29\|31.88\|-5.54\|33.36\|33.70\|31.78\|52652;2026-10-30\|29.50\|-7.47\|31.00\|32.34\|29.50\|80945;2026-11-02\|32.35\|9.66\|30.34\|33.17\|29.91\|98677;2026-11-03\|30.77\|-4.88\|31.97\|32.13\|30.46\|55567;2026-11-04\|33.84\|9.98\|31.00\|33.99\|30.76\|7155845;2026-11-05\|34.68\|2.48\|33.50\|34.90\|33.11\|3817027
134407	隔夜美股芯片股走高	商业地产租赁+存储芯片+半导体光罩+三季报增长行业原因： 1、美中期选举落地，市场风险偏好转向积极，科创50指数午后一度涨超9%，创业板指一度涨超6%。 2、11月4日早间，长鑫科技公告拟大幅增加回购金额。近期，证监会推出一揽子稳市场、稳预期举措，拟优化回购制度，便利上市公司运用回购工具，激发市场内生稳市力量。公司原因： 1、据2026年半年报，公司坚守主营业务基本盘，并持续优化公司整体资产配置。原有商业地产租赁与物业管理业务保持稳健运营，资产运营效率与现金流保持稳定。报告期内，公司转让了全资子公司绿都商业的100%股权，实现了公司整体资源的优化配置，集中资金聚焦于硬科技领域的战略发展与布局，提高公司资产运营效率、提升公司经营质量。为战略转型提供持续资金与资源支撑。 2、据2026年9月30日业绩说明会，公司持续推进存储芯片贸易业务，2026年上半年半导体销售业务实现营业收入4471.72万元。 3、据2026年9月30日业绩说明会，公司参投企业兴华芯的40纳米以上中高阶光罩已批量出货，公司通过子公司投资半导体产业基金，持续布局硬科技领域。 4、据2026年10月16日三季报，公司前三季度营收1.14亿元，同比增长36.05%；归母净利润3512.77万元，同比增长33.62%。	1、公司持续推进存储芯片贸易业务，参投企业兴华芯的40纳米以上中高阶光罩已批量出货， 2、公司上海商业管理部负责上海地区多个核心地区的房产招商租赁及运营管理	2026-06-25\|31.15\|6.64\|29.62\|31.86\|28.99\|114161;2026-06-26\|28.75\|-7.70\|31.00\|31.09\|28.64\|66913;2026-06-29\|29.07\|1.11\|29.20\|29.20\|28.10\|39729;2026-06-30\|28.92\|-0.52\|28.78\|29.14\|28.22\|32036;2026-07-01\|28.73\|-0.66\|28.71\|29.60\|28.43\|33021;2026-07-02\|28.00\|-2.54\|28.47\|28.77\|27.91\|34968;2026-07-03\|28.10\|0.36\|28.00\|28.45\|27.61\|32989;2026-07-06\|27.12\|-3.49\|27.88\|28.16\|27.12\|25802;2026-07-07\|26.83\|-1.07\|27.11\|27.22\|26.60\|18116;2026-07-08\|27.29\|1.71\|26.83\|27.34\|26.10\|19604;2026-07-09\|26.15\|-4.18\|27.10\|27.20\|25.25\|37238;2026-07-10\|26.49\|1.30\|25.99\|27.10\|25.99\|22967;2026-07-13\|26.21\|-1.06\|26.50\|27.41\|26.20\|31053;2026-07-14\|27.30\|4.16\|26.60\|27.38\|25.62\|29238;2026-07-15\|26.83\|-1.72\|26.99\|27.49\|26.70\|16597;2026-07-16\|27.15\|1.19\|26.68\|27.54\|26.68\|18906;2026-07-17\|26.87\|-1.03\|27.02\|27.82\|26.50\|29348;2026-07-20\|26.11\|-2.83\|27.34\|27.34\|25.78\|27896;2026-07-21\|28.35\|8.58\|26.20\|28.35\|23.62\|54749;2026-07-22\|25.52\|-9.98\|26.78\|26.78\|25.52\|50429;2026-07-23\|25.66\|0.55\|25.43\|25.80\|24.46\|32498;2026-07-24\|24.85\|-3.16\|25.56\|25.92\|24.85\|20839;2026-07-27\|24.84\|-0.04\|24.46\|25.43\|24.46\|21689;2026-07-28\|24.70\|-0.56\|24.89\|25.83\|24.50\|32540;2026-07-29\|24.04\|-2.67\|24.75\|24.85\|23.84\|28800;2026-07-30\|21.81\|-9.28\|24.07\|24.53\|21.64\|66008;2026-07-31\|22.51\|3.21\|22.40\|23.00\|22.01\|56215;2026-08-03\|22.22\|-1.29\|22.51\|22.80\|21.76\|35520;2026-08-04\|22.38\|0.72\|22.29\|22.69\|22.17\|32203;2026-08-05\|22.94\|2.50\|22.60\|23.08\|22.40\|44321;2026-08-06\|23.01\|0.31\|23.00\|23.60\|22.65\|35855;2026-08-07\|23.69\|2.96\|22.92\|23.85\|22.48\|41067;2026-08-10\|23.69\|0.00\|23.81\|23.81\|22.97\|28662;2026-08-11\|25.60\|8.06\|23.50\|25.85\|23.27\|79598;2026-08-12\|25.67\|0.27\|25.49\|26.35\|25.44\|44028;2026-08-13\|25.27\|-1.56\|25.60\|26.22\|25.27\|33150;2026-08-14\|25.15\|-0.47\|25.52\|25.52\|24.89\|18451;2026-08-17\|25.55\|1.59\|25.15\|25.77\|24.70\|26659;2026-08-18\|25.72\|0.67\|25.45\|25.99\|25.36\|22595;2026-08-19\|23.62\|-8.16\|25.48\|25.70\|23.51\|39611;2026-08-20\|24.49\|3.68\|23.68\|24.98\|23.61\|30469;2026-08-21\|24.55\|0.24\|24.24\|24.69\|23.83\|20896;2026-08-24\|24.16\|-1.59\|24.54\|24.70\|24.00\|20636;2026-08-25\|26.58\|10.02\|24.52\|26.58\|23.85\|80361;2026-08-26\|26.41\|-0.64\|26.60\|27.08\|26.06\|83302;2026-08-27\|26.56\|0.57\|26.94\|26.98\|26.26\|33994;2026-08-28\|25.84\|-2.71\|26.55\|26.55\|25.61\|45418;2026-08-31\|26.84\|3.87\|25.79\|27.27\|25.16\|67321;2026-09-01\|27.31\|1.75\|27.18\|27.50\|26.55\|42024;2026-09-02\|27.72\|1.50\|27.20\|27.78\|26.85\|32286;2026-09-03\|28.28\|2.02\|28.00\|28.48\|27.11\|68199;2026-09-04\|28.03\|-0.88\|28.38\|29.50\|28.02\|56070;2026-09-07\|28.33\|1.07\|28.03\|28.61\|27.77\|44938;2026-09-08\|28.16\|-0.60\|28.29\|28.89\|28.00\|36754;2026-09-09\|27.52\|-2.27\|28.18\|28.49\|27.39\|44230;2026-09-10\|27.20\|-1.16\|27.27\|27.72\|27.18\|20019;2026-09-11\|26.43\|-2.83\|27.54\|27.54\|26.00\|24795;2026-09-14\|26.72\|1.10\|26.33\|26.86\|26.00\|27538;2026-09-15\|25.46\|-4.72\|26.50\|26.98\|25.40\|36330;2026-09-16\|25.99\|2.08\|25.34\|26.18\|25.33\|26027;2026-09-17\|26.55\|2.15\|25.88\|27.07\|25.76\|39145;2026-09-18\|26.80\|0.94\|26.57\|27.05\|26.20\|36864;2026-09-21\|27.20\|1.49\|26.80\|27.55\|26.52\|66296;2026-09-22\|28.74\|5.66\|27.06\|29.40\|26.90\|96239;2026-09-23\|31.61\|9.99\|28.93\|31.61\|28.56\|145609;2026-09-24\|30.25\|-4.30\|31.05\|31.66\|29.95\|184156;2026-09-28\|29.77\|-1.59\|30.38\|32.08\|29.66\|96172;2026-09-29\|29.60\|-0.57\|29.62\|30.42\|29.22\|55838;2026-09-30\|29.40\|-0.68\|29.79\|29.99\|29.28\|43000;2026-10-08\|29.10\|-1.02\|29.38\|30.30\|28.77\|45002;2026-10-09\|29.40\|1.03\|29.10\|29.80\|27.90\|54367;2026-10-12\|27.00\|-8.16\|29.35\|29.40\|26.60\|65105;2026-10-13\|29.50\|9.26\|27.00\|29.70\|26.55\|86775;2026-10-14\|28.20\|-4.41\|29.21\|29.50\|27.93\|67009;2026-10-15\|27.24\|-3.40\|27.84\|28.95\|26.99\|62394;2026-10-16\|26.18\|-3.89\|27.78\|27.95\|26.10\|61346;2026-10-19\|25.33\|-3.25\|26.11\|26.21\|24.00\|56852;2026-10-20\|26.18\|3.36\|25.10\|27.06\|24.95\|47421;2026-10-21\|26.03\|-0.57\|26.13\|27.15\|25.98\|33627;2026-10-22\|25.35\|-2.61\|26.08\|26.50\|25.20\|27471;2026-10-23\|25.57\|0.87\|25.17\|25.74\|23.16\|54792;2026-10-26\|26.94\|5.36\|25.54\|27.30\|25.01\|59653;2026-10-27\|26.70\|-0.89\|27.00\|27.84\|26.65\|45814;2026-10-28\|26.99\|1.09\|26.62\|27.29\|26.47\|30345;2026-10-29\|26.46\|-1.96\|26.73\|27.94\|26.41\|33086;2026-10-30\|25.28\|-4.46\|26.04\|26.87\|25.00\|46459;2026-11-02\|26.40\|4.43\|25.50\|26.56\|24.81\|37173;2026-11-03\|25.05\|-5.11\|26.26\|26.44\|24.89\|35121;2026-11-04\|27.55\|9.98\|25.14\|27.56\|25.14\|134974;2026-11-05\|28.76\|4.39\|26.58\|29.63\|26.53\|96354
134406	隔夜美股芯片股走高	超跌修复+封装基板+印制电路板+光模块基板行业原因： 1、美中期选举落地，市场风险偏好转向积极，科创50指数午后大涨近10%，创业板指涨超6%。 2、11月4日早间，长鑫科技公告拟大幅增加回购金额。近期，证监会推出一揽子稳市场、稳预期举措，拟优化回购制度，便利上市公司运用回购工具，激发市场内生稳市力量。公司原因： 1、据2026年11月3日龙虎榜数据，公司因日跌幅偏离值达7%上榜，净买入为负3049万元；据同花顺数据，此前5个交易日累计涨跌幅为负17.96%，前一日异常下跌后今日修复。 2、据2026年10月14日业绩预告，芯片级封装基板项目量价齐升、订单饱满，光模块基板业务实现行业一线客户突破，在手订单饱满；据2026年10月29日三季报，前三季度营收67.70亿元，同比增长26.00%，归母净利润4.39亿元，同比增长233.70%。 3、据2026年8月21日半年报，公司印制电路板业务聚焦样板快件及批量板，半导体业务包括封装基板，产品应用于通信设备、服务器、半导体等领域。	国内本土IC封装基板行业的先行者之一；公司生产的FCBGA封装基板可用于HBM存储的封装	2026-06-25\|53.53\|6.57\|51.10\|54.10\|49.00\|1587125;2026-06-26\|51.81\|-3.21\|53.00\|54.79\|49.92\|1420484;2026-06-29\|49.00\|-5.42\|52.00\|53.88\|47.11\|1570358;2026-06-30\|50.95\|3.98\|49.00\|52.30\|48.05\|1190763;2026-07-01\|47.48\|-6.81\|51.70\|53.24\|46.82\|1561240;2026-07-02\|45.41\|-4.36\|45.60\|48.33\|44.56\|1275926;2026-07-03\|46.37\|2.11\|44.40\|47.98\|44.03\|1195782;2026-07-06\|45.29\|-2.33\|47.11\|47.49\|42.01\|1286247;2026-07-07\|42.23\|-6.76\|45.32\|45.62\|41.86\|1107364;2026-07-08\|40.41\|-4.31\|42.70\|43.28\|40.30\|855463;2026-07-09\|44.45\|10.00\|41.50\|44.45\|40.94\|1141263;2026-07-10\|41.13\|-7.47\|45.60\|45.97\|41.05\|1375518;2026-07-13\|38.50\|-6.39\|41.13\|42.50\|38.16\|1115361;2026-07-14\|40.85\|6.10\|38.58\|41.39\|38.05\|1190006;2026-07-15\|38.71\|-5.24\|41.26\|41.87\|38.43\|947773;2026-07-16\|37.84\|-2.25\|38.02\|40.13\|36.50\|956282;2026-07-17\|34.06\|-9.99\|37.35\|37.99\|34.06\|958944;2026-07-20\|30.65\|-10.01\|34.06\|34.44\|30.65\|1103341;2026-07-21\|32.68\|6.62\|30.56\|33.06\|27.59\|1835375;2026-07-22\|35.01\|7.13\|32.68\|35.95\|32.20\|2329248;2026-07-23\|34.69\|-0.91\|35.01\|36.28\|33.82\|1650380;2026-07-24\|33.80\|-2.57\|34.50\|35.65\|33.40\|1089640;2026-07-27\|35.70\|5.62\|33.80\|36.17\|32.76\|1292881;2026-07-28\|32.13\|-10.00\|34.12\|34.79\|32.13\|1039933;2026-07-29\|30.77\|-4.23\|31.66\|32.08\|29.04\|1322337;2026-07-30\|27.69\|-10.01\|30.75\|31.10\|27.69\|1244204;2026-07-31\|27.51\|-0.65\|29.58\|29.98\|27.51\|1422842;2026-08-03\|26.30\|-4.40\|27.50\|27.83\|26.00\|995339;2026-08-04\|28.73\|9.24\|26.58\|28.93\|26.18\|1388279;2026-08-05\|30.51\|6.20\|28.56\|31.26\|28.06\|1382931;2026-08-06\|31.53\|3.34\|29.66\|32.20\|29.59\|1154044;2026-08-07\|33.80\|7.20\|32.00\|34.50\|31.50\|1353264;2026-08-10\|33.44\|-1.07\|34.50\|35.07\|32.05\|1338689;2026-08-11\|33.23\|-0.63\|32.90\|34.54\|32.42\|985860;2026-08-12\|35.25\|6.08\|33.81\|35.50\|33.22\|1313605;2026-08-13\|34.59\|-1.87\|35.26\|36.30\|34.50\|1293224;2026-08-14\|34.82\|0.66\|34.81\|35.59\|34.08\|952550;2026-08-17\|38.30\|9.99\|35.47\|38.30\|35.20\|1543383;2026-08-18\|37.56\|-1.93\|39.20\|39.38\|36.77\|1474675;2026-08-19\|33.80\|-10.01\|35.53\|36.36\|33.80\|1147059;2026-08-20\|33.81\|0.03\|33.51\|34.60\|32.77\|1097963;2026-08-21\|35.35\|4.55\|33.50\|35.99\|33.40\|1261487;2026-08-24\|33.24\|-5.97\|35.19\|35.27\|32.00\|1109601;2026-08-25\|33.31\|0.21\|32.20\|34.06\|31.81\|789557;2026-08-26\|33.30\|-0.03\|33.80\|33.90\|32.31\|684942;2026-08-27\|35.70\|7.21\|33.94\|35.90\|33.36\|1202380;2026-08-28\|35.78\|0.22\|36.36\|37.80\|35.72\|1338197;2026-08-31\|36.01\|0.64\|35.00\|36.48\|34.77\|977556;2026-09-01\|34.55\|-4.05\|36.05\|36.49\|34.43\|819923;2026-09-02\|33.97\|-1.68\|33.99\|34.40\|33.39\|579617;2026-09-03\|35.19\|3.59\|34.34\|35.72\|32.80\|1084691;2026-09-04\|33.41\|-5.06\|36.26\|36.50\|33.07\|1267219;2026-09-07\|36.75\|10.00\|34.08\|36.75\|33.95\|1099371;2026-09-08\|40.12\|9.17\|39.00\|40.43\|38.50\|2846168;2026-09-09\|39.45\|-1.67\|40.80\|41.08\|39.00\|1728995;2026-09-10\|39.71\|0.66\|39.08\|40.18\|38.38\|1454589;2026-09-11\|39.33\|-0.96\|39.39\|40.00\|37.38\|1505364;2026-09-14\|40.06\|1.86\|39.04\|40.96\|37.66\|1489311;2026-09-15\|40.86\|2.00\|40.27\|42.73\|40.17\|1413511;2026-09-16\|42.80\|4.75\|41.00\|43.45\|40.50\|1480168;2026-09-17\|41.20\|-3.74\|42.60\|42.70\|41.00\|1059657;2026-09-18\|42.88\|4.08\|42.00\|44.00\|41.20\|1414172;2026-09-21\|44.33\|3.38\|43.33\|44.79\|42.77\|1258556;2026-09-22\|44.23\|-0.23\|48.25\|48.76\|44.08\|1757266;2026-09-23\|45.90\|3.78\|44.47\|47.66\|44.47\|1531107;2026-09-24\|43.31\|-5.64\|45.51\|45.65\|43.15\|1209874;2026-09-28\|41.14\|-5.01\|43.69\|43.87\|41.00\|896164;2026-09-29\|42.20\|2.58\|41.10\|42.94\|40.20\|856228;2026-09-30\|40.94\|-2.99\|42.22\|42.48\|40.66\|677487;2026-10-08\|40.41\|-1.29\|41.80\|44.00\|39.90\|1189659;2026-10-09\|38.51\|-4.70\|39.59\|40.74\|36.66\|1256110;2026-10-12\|35.37\|-8.15\|38.51\|39.08\|35.20\|1211586;2026-10-13\|36.19\|2.32\|33.06\|36.89\|32.69\|1204831;2026-10-14\|37.74\|4.28\|38.02\|39.70\|37.20\|1593610;2026-10-15\|36.36\|-3.66\|35.58\|37.57\|35.55\|1179345;2026-10-16\|35.02\|-3.69\|36.61\|37.00\|34.60\|977355;2026-10-19\|34.52\|-1.43\|34.70\|34.99\|32.37\|887465;2026-10-20\|35.48\|2.78\|34.52\|36.25\|33.73\|853451;2026-10-21\|37.10\|4.57\|35.85\|37.58\|35.81\|1010628;2026-10-22\|34.33\|-7.47\|37.10\|37.10\|34.01\|961989;2026-10-23\|34.42\|0.26\|33.55\|34.72\|31.16\|1136696;2026-10-26\|32.24\|-6.33\|33.50\|34.88\|31.88\|897280;2026-10-27\|31.01\|-3.82\|33.00\|33.65\|31.00\|841734;2026-10-28\|33.68\|8.61\|31.80\|34.02\|31.66\|1101010;2026-10-29\|30.61\|-9.12\|33.41\|33.90\|30.52\|1032853;2026-10-30\|28.91\|-5.55\|29.25\|30.99\|27.75\|1086047;2026-11-02\|28.27\|-2.21\|29.16\|29.55\|27.81\|951048;2026-11-03\|25.44\|-10.01\|27.75\|28.09\|25.44\|1222209;2026-11-04\|27.98\|9.98\|25.70\|27.98\|24.38\|1406999;2026-11-05\|28.19\|0.75\|27.00\|29.16\|26.70\|950702
134405	隔夜美股芯片股走高	HBM检测+三星供货+电路板设备+三季报增长行业原因： 1、美中期选举落地，市场风险偏好转向积极，科创50指数午后大涨近10%，创业板指涨超6%。 2、11月4日早间，长鑫科技公告拟大幅增加回购金额。近期，证监会推出一揽子稳市场、稳预期举措，拟优化回购制度，便利上市公司运用回购工具，激发市场内生稳市力量。公司原因： 1、据2026年4月28日年报，公司在HBM制造检测等领域形成差异化优势，核心产品包括无图/有图/边缘/背面/复合一体晶圆缺陷检测设备，为Samsung、SUMCO、奕斯伟等境内外头部厂商核心供应商。 2、据2025年11月21日互动易，公司印制电路板相关设备已批量出货，公司对印制电路板设备行业前景看好。 3、据2025年1月10日互动易，公司用于高带宽存储制程中的缺陷检测设备已给三星批量供货。 4、据2026年10月27日三季报，公司前三季度营收28.46亿元，同比增长12.26%；归母净利润5.14亿元，同比增长28.29%。	公司通过收购日本 Optima 掌握晶圆缺陷检测等核心技术，是国内唯一能量产 HBM 量测设备的企业，且半导体设备产品线丰富，涵盖晶圆字符检测机、激光开槽机等，为国产芯片生产提供关键设备支持	2026-11-04\|35.86\|10.00\|32.89\|35.86\|32.41\|208245;2026-11-05\|37.39\|4.27\|35.38\|38.32\|35.04\|174191
134404	隔夜美股芯片股走高	先进封装+CPO+三季报增长行业原因： 1、美中期选举落地，市场风险偏好转向积极，科创50指数午后大涨近10%，创业板指涨超6%。 2、11月4日早间，长鑫科技公告拟大幅增加回购金额。近期，证监会推出一揽子稳市场、稳预期举措，拟优化回购制度，便利上市公司运用回购工具，激发市场内生稳市力量。公司原因： 1、据2026年11月2日互动易，受益于人工智能相关基础设施及端侧领域需求快速增长，客户订单持续增长，产能利用率高位运行，公司加速推进先进封装产能落地与配套能力升级。 2、据2026年10月30日第三季度业绩说明会记录，CPO量产技术及产线准备已完成，2.5D平台CPO产品预计明年率先在海外工厂开始商业化生产。 3、据2026年11月2日互动易，公司在高深宽比TSV研发取得积极进展，已与合作伙伴共同完成样品试制，具备了业界领先的小孔径、高深宽比TSV的工艺研发与协同验证能力。 4、据2026年10月23日三季报，前三季度营收309.52亿元，同比增长7.96%；归母净利润16.17亿元，同比增长69.58%。	国内封测龙头，拟投资78亿元在上海临港建设高端先进封测工厂	2026-11-04\|51.74\|9.99\|47.15\|51.74\|47.10\|1036969;2026-11-05\|54.25\|4.85\|51.35\|56.10\|51.00\|995706
134403	隔夜美股芯片股走高	半导体测试分选机+三季报增长行业原因： 1、Anthropic招股书带来的情绪修复延续至第二个交易日，隔夜费城半导体指数收涨3.6%。 2、SK海力士预计存储市场供不应求格局将持续至2030年，公司DRAM和HBM到2029年的产能已全部售罄，公司韩国股票绩后大涨10%。公司原因： 1、据2026年8月27日半年报，公司主营集成电路测试分选机研发、生产及销售，产品面向芯片测试分选环节。 2、据2026年9月15日投资者关系活动记录表，AI、高性能计算等需求推动半导体封装和测试设备需求增长，公司持续升级测试分选机产品。 3、据2026年10月24日三季报，前三季度营收10.01亿元，同比增长107.78%；归母净利润3.24亿元，同比增长159.03%。	公司主营半导体芯片测试设备，深耕集成电路测试分选机领域	2026-11-04\|228.69\|10.00\|205.77\|228.69\|195.99\|54845;2026-11-05\|241.99\|5.82\|235.76\|251.56\|231.95\|61627
134402	隔夜美股芯片股走高	电子特气+大宗气体+硅基新材料行业原因： 1、美中期选举落地，市场风险偏好转向积极，科创50指数午后大涨近10%，创业板指涨超6%。 2、11月4日早间，长鑫科技公告拟大幅增加回购金额。近期，证监会推出一揽子稳市场、稳预期举措，拟优化回购制度，便利上市公司运用回购工具，激发市场内生稳市力量。公司原因： 1、据2026年9月23日公告，宜昌电子特气及功能性材料产业园项目完成安全生产许可证换发，主要生产线和产品进入正式生产阶段，许可涵盖三氯氢硅8万吨/年、硅烷5500吨/年、三氟化氮500吨/年、六氟化钨500吨/年等产品。 2、据2026年7月10日业绩说明会，公司高纯硅烷已在光伏、硅碳负极行业批量出货，高纯氨在半导体、面板、光伏等行业批量出货；据2026年7月9日互动易，公司与长飞光纤、藤仓烽火、菲利华等光通信企业建立合作关系。 3、据2025年年报，公司液态大宗气体在华中地区拥有较高占有率，瓶装气体销售网络覆盖湖北，持续保持区域行业领先地位。	公司给长江存储、烽火科技、华星光电等光通信、半导体企业直接或间接供应氢气、氧气、氮气和氩气	2026-06-25\|69.68\|-2.27\|69.94\|71.90\|66.61\|258223;2026-06-26\|66.10\|-5.14\|71.59\|71.88\|62.71\|280688;2026-06-29\|68.87\|4.19\|67.14\|70.99\|60.01\|321132;2026-06-30\|62.00\|-9.98\|65.00\|65.43\|61.98\|293685;2026-07-01\|68.20\|10.00\|63.24\|68.20\|62.18\|331683;2026-07-02\|75.02\|10.00\|68.00\|75.02\|67.01\|236758;2026-07-03\|71.54\|-4.58\|73.73\|78.88\|69.00\|358035;2026-07-06\|64.39\|-9.99\|69.14\|73.03\|64.39\|248552;2026-07-07\|60.94\|-5.36\|61.36\|64.51\|58.58\|259334;2026-07-08\|57.33\|-5.92\|60.00\|61.58\|56.61\|189401;2026-07-09\|58.76\|2.49\|59.70\|60.66\|56.00\|186014;2026-07-10\|53.49\|-8.97\|58.50\|59.30\|53.41\|213715;2026-07-13\|48.27\|-9.76\|53.34\|55.90\|48.14\|232926;2026-07-14\|49.13\|1.78\|48.67\|50.38\|46.80\|193720;2026-07-15\|47.29\|-3.75\|49.81\|51.00\|46.88\|135219;2026-07-16\|44.58\|-5.73\|46.23\|47.50\|44.00\|116214;2026-07-17\|42.01\|-5.76\|44.67\|47.27\|41.76\|184389;2026-07-20\|37.81\|-10.00\|42.10\|42.33\|37.81\|150088;2026-07-21\|37.71\|-0.26\|37.01\|38.44\|34.03\|262928;2026-07-22\|37.30\|-1.09\|36.80\|38.36\|36.51\|191483;2026-07-23\|37.28\|-0.05\|37.01\|38.12\|36.19\|119784;2026-07-24\|37.43\|0.40\|36.46\|38.97\|36.16\|182596;2026-07-27\|39.62\|5.85\|36.51\|40.80\|36.20\|231552;2026-07-28\|36.72\|-7.32\|39.15\|40.06\|36.41\|184074;2026-07-29\|36.25\|-1.28\|36.74\|36.86\|34.50\|185691;2026-07-30\|32.70\|-9.79\|35.89\|36.20\|32.66\|153136;2026-07-31\|33.24\|1.65\|34.32\|35.90\|33.05\|167956;2026-08-03\|32.29\|-2.86\|32.91\|33.47\|31.50\|159114;2026-08-04\|34.09\|5.57\|32.32\|34.33\|31.93\|118068;2026-08-05\|37.50\|10.00\|34.10\|37.50\|33.82\|92008;2026-08-06\|41.25\|10.00\|37.69\|41.25\|37.55\|227604;2026-08-07\|45.38\|10.01\|43.99\|45.38\|43.42\|149311;2026-08-10\|44.38\|-2.20\|44.93\|46.25\|42.30\|388254;2026-08-11\|45.00\|1.40\|43.83\|45.90\|43.31\|287158;2026-08-12\|45.23\|0.51\|44.77\|46.06\|44.01\|316457;2026-08-13\|44.66\|-1.26\|45.80\|46.89\|44.50\|288730;2026-08-14\|45.15\|1.10\|44.66\|45.86\|44.10\|223416;2026-08-17\|46.78\|3.61\|45.64\|46.80\|44.58\|267260;2026-08-18\|46.62\|-0.34\|46.70\|47.98\|45.77\|234051;2026-08-19\|43.50\|-6.69\|44.83\|46.61\|43.10\|189184;2026-08-20\|42.37\|-2.60\|44.41\|44.50\|42.00\|136232;2026-08-21\|46.61\|10.01\|41.60\|46.61\|41.60\|70983;2026-08-24\|43.84\|-5.94\|45.51\|46.02\|42.93\|220331;2026-08-25\|42.82\|-2.33\|42.84\|43.28\|41.42\|145963;2026-08-26\|41.48\|-3.13\|42.83\|43.10\|40.33\|126941;2026-08-27\|42.80\|3.18\|41.67\|43.50\|41.47\|158733;2026-08-28\|47.08\|10.00\|43.58\|47.08\|43.15\|184107;2026-08-31\|46.41\|-1.42\|45.00\|46.46\|44.50\|277853;2026-09-01\|43.71\|-5.82\|46.51\|46.78\|43.45\|201084;2026-09-02\|43.52\|-0.43\|43.09\|45.60\|42.77\|234188;2026-09-03\|41.30\|-5.10\|44.39\|44.90\|40.55\|216812;2026-09-04\|38.65\|-6.42\|41.50\|42.18\|38.20\|222571;2026-09-07\|39.81\|3.00\|38.82\|40.20\|38.38\|154659;2026-09-08\|39.89\|0.20\|42.00\|42.57\|39.36\|213784;2026-09-09\|38.32\|-3.94\|39.07\|39.98\|37.90\|167317;2026-09-10\|38.33\|0.03\|38.05\|39.18\|37.81\|106409;2026-09-11\|37.46\|-2.27\|37.65\|38.10\|36.20\|141147;2026-09-14\|37.64\|0.48\|36.72\|37.95\|36.33\|78881;2026-09-15\|38.66\|2.71\|37.30\|38.99\|37.22\|128649;2026-09-16\|39.90\|3.21\|38.30\|40.38\|37.96\|157902;2026-09-17\|38.80\|-2.76\|39.43\|40.29\|38.58\|121711;2026-09-18\|42.68\|10.00\|39.44\|42.68\|38.75\|250057;2026-09-21\|41.46\|-2.86\|42.08\|42.50\|41.19\|241566;2026-09-22\|40.34\|-2.70\|41.55\|41.95\|40.09\|160851;2026-09-23\|41.78\|3.57\|42.56\|44.36\|41.51\|314448;2026-09-24\|43.19\|3.37\|40.74\|43.25\|40.38\|280262;2026-09-28\|39.43\|-8.71\|41.51\|42.34\|38.87\|199000;2026-09-29\|40.82\|3.53\|38.90\|42.54\|38.00\|206558;2026-09-30\|38.60\|-5.44\|41.03\|41.24\|38.46\|144378;2026-10-08\|37.93\|-1.74\|38.76\|39.39\|37.25\|105864;2026-10-09\|37.78\|-0.40\|37.41\|38.49\|36.30\|93073;2026-10-12\|38.20\|1.11\|37.47\|38.59\|36.22\|113927;2026-10-13\|39.52\|3.46\|36.80\|40.01\|35.70\|164533;2026-10-14\|36.65\|-7.26\|39.26\|39.30\|36.60\|138310;2026-10-15\|36.25\|-1.09\|34.50\|37.50\|34.48\|105585;2026-10-16\|35.51\|-2.04\|37.50\|37.50\|35.16\|68232;2026-10-19\|34.52\|-2.79\|35.26\|35.26\|33.63\|69904;2026-10-20\|35.02\|1.45\|34.30\|35.79\|34.13\|60856;2026-10-21\|35.46\|1.26\|35.30\|36.85\|35.30\|68938;2026-10-22\|33.95\|-4.26\|35.46\|35.99\|33.86\|60536;2026-10-23\|34.02\|0.21\|33.00\|34.18\|32.00\|91507;2026-10-26\|32.75\|-3.73\|34.89\|35.02\|32.53\|64141;2026-10-27\|31.87\|-2.69\|33.10\|33.33\|31.87\|57581;2026-10-28\|33.90\|6.37\|32.00\|34.60\|31.65\|110578;2026-10-29\|32.73\|-3.45\|33.41\|33.99\|32.53\|60788;2026-10-30\|31.80\|-2.84\|32.00\|33.80\|31.39\|70793;2026-11-02\|32.54\|2.33\|31.84\|32.80\|31.38\|65732;2026-11-03\|31.39\|-3.53\|32.37\|32.90\|31.16\|56541;2026-11-04\|34.53\|10.00\|31.35\|34.53\|31.04\|125888;2026-11-05\|35.55\|2.95\|34.27\|36.15\|33.89\|90294
134401	隔夜美股芯片股走高	半导体靶材+先进存储+靶材扩产+三季报增长行业原因： 1、美中期选举落地，市场风险偏好转向积极，科创50指数午后大涨6%，创业板指涨幅扩大至4%。 2、11月4日早间，长鑫科技公告拟大幅增加回购金额。近期，证监会推出一揽子稳市场、稳预期举措，拟优化回购制度，便利上市公司运用回购工具，激发市场内生稳市力量。公司原因： 1、据2026年10月14日互动易，公司与长江存储建立稳定合作关系，控股子公司有研亿金是其重要靶材供应商；据2026年8月14日互动易，12英寸钨及钨合金靶材已在国内先进存储客户端批量供货。 2、据2026年10月30日互动易，集成电路用高纯溅射靶材二期扩建项目已顺利开工；据2026年7月31日公告，项目拟投资4.86亿元，新增高纯铜系、钽靶、钛靶产能3万块/年。 3、据2026年10月13日三季报，公司前三季度营收84.62亿元，同比增长24.98%；归母净利润2.63亿元，同比增长7.31%。	控股子公司为长江存储、长鑫存储靶材供应商，子公司有研亿金量产12英寸晶圆制造高纯靶材，为国内大硅片下游晶圆厂提供配套耗材	2026-06-25\|56.16\|8.50\|51.26\|56.90\|49.80\|1369640;2026-06-26\|60.76\|8.19\|56.15\|61.63\|54.80\|1443577;2026-06-29\|66.27\|9.07\|58.98\|66.29\|57.60\|1557780;2026-06-30\|66.60\|0.50\|64.52\|69.40\|59.66\|1448754;2026-07-01\|59.94\|-10.00\|64.00\|69.00\|59.94\|1433477;2026-07-02\|57.81\|-3.55\|53.95\|62.77\|53.95\|1427400;2026-07-03\|54.30\|-6.07\|57.00\|58.33\|53.47\|1295548;2026-07-06\|50.89\|-6.28\|55.33\|55.99\|50.53\|1097054;2026-07-07\|55.98\|10.00\|51.59\|55.98\|50.46\|833797;2026-07-08\|53.98\|-3.57\|57.80\|59.95\|53.20\|1391207;2026-07-09\|59.38\|10.00\|55.25\|59.38\|53.80\|1318474;2026-07-10\|60.00\|1.04\|62.00\|64.13\|59.67\|1611161;2026-07-13\|54.00\|-10.00\|58.20\|62.25\|54.00\|1183381;2026-07-14\|52.63\|-2.54\|53.04\|54.84\|49.49\|1250909;2026-07-15\|47.65\|-9.46\|54.00\|54.00\|47.37\|940428;2026-07-16\|43.79\|-8.10\|45.95\|47.55\|43.18\|879325;2026-07-17\|39.85\|-9.00\|43.79\|44.78\|39.49\|821285;2026-07-20\|35.87\|-9.99\|42.30\|42.30\|35.87\|857960;2026-07-21\|39.46\|10.01\|35.87\|39.46\|32.28\|1181500;2026-07-22\|40.64\|2.99\|39.45\|42.48\|39.00\|1195453;2026-07-23\|41.57\|2.29\|41.12\|42.50\|40.00\|892251;2026-07-24\|44.00\|5.85\|41.00\|45.05\|40.61\|1364993;2026-07-27\|47.05\|6.93\|43.30\|47.70\|41.08\|1497110;2026-07-28\|43.50\|-7.55\|45.05\|46.90\|42.56\|1251692;2026-07-29\|39.86\|-8.37\|43.09\|43.28\|39.15\|1136857;2026-07-30\|35.87\|-10.01\|39.00\|39.53\|35.87\|946634;2026-07-31\|35.39\|-1.34\|38.64\|38.75\|35.33\|1087126;2026-08-03\|33.15\|-6.33\|34.50\|35.77\|33.00\|837131;2026-08-04\|36.19\|9.17\|33.67\|36.36\|32.93\|967576;2026-08-05\|39.81\|10.00\|36.50\|39.81\|36.50\|881698;2026-08-06\|43.79\|10.00\|40.80\|43.79\|40.50\|1030100;2026-08-07\|48.17\|10.00\|46.00\|48.17\|44.80\|917105;2026-08-10\|52.03\|8.01\|50.00\|52.99\|50.00\|1582009;2026-08-11\|52.65\|1.19\|50.64\|54.12\|50.03\|1447330;2026-08-12\|52.95\|0.57\|52.65\|54.69\|52.10\|1091464;2026-08-13\|50.21\|-5.17\|54.00\|54.18\|50.19\|1097388;2026-08-14\|50.78\|1.14\|51.44\|52.20\|49.42\|869943;2026-08-17\|55.86\|10.00\|50.77\|55.86\|50.22\|688294;2026-08-18\|57.72\|3.33\|59.77\|60.90\|56.00\|1694063;2026-08-19\|58.87\|1.99\|56.11\|60.06\|54.15\|1829551;2026-08-20\|56.70\|-3.69\|57.82\|58.61\|52.98\|1375199;2026-08-21\|54.24\|-4.27\|54.10\|56.18\|53.44\|1021208;2026-08-24\|52.52\|-3.17\|54.05\|54.87\|50.50\|940652;2026-08-25\|51.15\|-2.61\|51.21\|53.95\|50.20\|800611;2026-08-26\|50.33\|-1.60\|51.87\|52.12\|49.31\|695653;2026-08-27\|53.65\|6.60\|51.00\|54.30\|50.62\|1148456;2026-08-28\|51.65\|-3.73\|53.00\|55.55\|51.56\|982284;2026-08-31\|51.72\|0.14\|49.65\|52.44\|49.65\|675663;2026-09-01\|48.87\|-5.51\|51.80\|51.80\|48.63\|662472;2026-09-02\|48.26\|-1.25\|47.65\|49.12\|47.17\|487347;2026-09-03\|47.25\|-2.09\|49.00\|49.13\|46.68\|547304;2026-09-04\|45.22\|-4.30\|48.01\|48.28\|44.92\|578349;2026-09-07\|46.65\|3.16\|45.82\|46.99\|45.30\|573636;2026-09-08\|46.85\|0.43\|46.67\|48.93\|46.26\|818025;2026-09-09\|46.42\|-0.92\|47.79\|49.16\|46.01\|765908;2026-09-10\|46.79\|0.80\|46.36\|48.16\|45.23\|713301;2026-09-11\|45.55\|-2.65\|45.39\|45.84\|43.40\|736128;2026-09-14\|47.25\|3.73\|44.20\|47.78\|43.68\|768423;2026-09-15\|46.94\|-0.66\|46.60\|47.94\|46.34\|620504;2026-09-16\|51.63\|9.99\|47.31\|51.63\|46.75\|759064;2026-09-17\|50.55\|-2.09\|53.00\|54.25\|50.17\|1361378;2026-09-18\|51.60\|2.08\|51.66\|51.90\|49.58\|1105586;2026-09-21\|51.32\|-0.54\|51.60\|52.04\|50.98\|747712;2026-09-22\|49.95\|-2.67\|52.41\|52.63\|49.87\|820151;2026-09-23\|51.48\|3.06\|49.36\|51.80\|49.36\|730614;2026-09-24\|49.81\|-3.24\|50.81\|51.27\|49.78\|478478;2026-09-28\|51.63\|3.65\|50.61\|52.64\|50.60\|1093192;2026-09-29\|49.70\|-3.74\|49.91\|51.51\|46.47\|874322;2026-09-30\|46.62\|-6.20\|49.05\|49.34\|46.42\|604036;2026-10-08\|44.64\|-4.25\|45.65\|47.62\|44.62\|463253;2026-10-09\|47.95\|7.41\|43.55\|49.00\|42.40\|832777;2026-10-12\|47.90\|-0.10\|46.51\|48.18\|44.50\|657538;2026-10-13\|44.12\|-7.89\|43.12\|47.29\|43.11\|756608;2026-10-14\|39.71\|-10.00\|43.51\|43.74\|39.71\|746703;2026-10-15\|39.82\|0.28\|36.74\|41.30\|36.74\|717865;2026-10-16\|37.51\|-5.80\|40.05\|40.20\|37.37\|579069;2026-10-19\|37.91\|1.07\|37.57\|39.00\|36.53\|520915;2026-10-20\|39.96\|5.41\|38.00\|41.41\|37.54\|744616;2026-10-21\|39.70\|-0.65\|40.11\|40.50\|39.20\|529957;2026-10-22\|41.35\|4.16\|39.83\|43.60\|38.61\|912480;2026-10-23\|42.18\|2.01\|39.21\|42.60\|39.21\|856654;2026-10-26\|38.68\|-8.30\|41.01\|42.00\|38.63\|606768;2026-10-27\|35.69\|-7.73\|39.50\|39.73\|35.32\|652429;2026-10-28\|36.37\|1.91\|36.20\|36.90\|35.10\|593752;2026-10-29\|33.62\|-7.56\|35.70\|36.11\|33.60\|617637;2026-10-30\|31.92\|-5.06\|32.76\|34.03\|31.69\|547693;2026-11-02\|33.71\|5.61\|32.56\|34.25\|31.71\|705951;2026-11-03\|31.73\|-5.87\|33.54\|33.84\|31.56\|552967;2026-11-04\|34.90\|9.99\|32.00\|34.90\|31.77\|774324;2026-11-05\|38.39\|10.00\|35.51\|38.39\|35.42\|740349
134400	隔夜美股芯片股走高	先进封装+AMD封测+三季报增长行业原因： 1、美中期选举落地，市场风险偏好转向积极，科创50指数午后大涨近10%，创业板指涨超6%。 2、11月4日早间，长鑫科技公告拟大幅增加回购金额。近期，证监会推出一揽子稳市场、稳预期举措，拟优化回购制度，便利上市公司运用回购工具，激发市场内生稳市力量。公司原因： 1、据2026年11月4日证券时报报道，隔夜美股费城半导体指数涨2.63%，超威半导体等芯片股涨逾3%，公司是AMD最主要的封测供应商。 2、据2026年10月30日三季报，前三季度营收248.85亿元，同比增长23.71%；归母净利润30.61亿元，同比增长255.68%。 3、据2026年10月8日互动易，公司先进封装业务营收占比稳步提升，多款产品已批量导入高性能计算、推理芯片等领域，布局Chiplet、2D+等顶尖封装技术。	公司是国内第二、全球第四的封测巨头，掌握多种先进封测技术，为 AMD 等国际巨头及华为海思、寒武纪等国内芯片企业提供封测服务	2026-06-25\|77.81\|4.25\|76.67\|79.38\|74.00\|2102778;2026-06-26\|71.60\|-7.98\|76.00\|77.83\|71.56\|1967446;2026-06-29\|72.58\|1.37\|72.20\|74.94\|67.00\|1699015;2026-06-30\|75.87\|4.53\|71.19\|75.97\|69.80\|1556991;2026-07-01\|73.91\|-2.58\|76.20\|78.58\|72.40\|1580487;2026-07-02\|67.37\|-8.85\|70.00\|71.30\|66.60\|1364813;2026-07-03\|64.80\|-3.81\|67.67\|67.99\|63.88\|1041836;2026-07-06\|66.18\|2.13\|66.65\|68.47\|64.30\|1108191;2026-07-07\|68.21\|3.07\|65.00\|69.80\|64.00\|1260553;2026-07-08\|65.61\|-3.81\|67.70\|68.80\|62.42\|1144668;2026-07-09\|72.17\|10.00\|66.92\|72.17\|65.33\|1632466;2026-07-10\|70.95\|-1.69\|74.00\|77.67\|70.78\|2025277;2026-07-13\|73.57\|3.69\|70.70\|77.66\|70.39\|2138804;2026-07-14\|77.87\|5.84\|71.49\|77.87\|68.40\|2429900;2026-07-15\|78.71\|1.08\|84.10\|84.70\|75.80\|2935399;2026-07-16\|75.95\|-3.51\|70.85\|80.80\|70.84\|2405075;2026-07-17\|68.36\|-9.99\|74.97\|75.94\|68.36\|1980891;2026-07-20\|63.00\|-7.84\|70.02\|72.00\|61.53\|2006377;2026-07-21\|69.30\|10.00\|64.26\|69.30\|57.00\|2092912;2026-07-22\|74.90\|8.08\|71.71\|76.23\|70.88\|2478838;2026-07-23\|69.82\|-6.78\|75.99\|76.78\|69.30\|2057105;2026-07-24\|76.64\|9.77\|68.03\|76.80\|68.03\|2634097;2026-07-27\|76.67\|0.04\|72.88\|76.70\|71.00\|2321116;2026-07-28\|69.00\|-10.00\|72.07\|73.85\|69.00\|1917010;2026-07-29\|62.10\|-10.00\|65.88\|66.50\|62.10\|1981737;2026-07-30\|55.89\|-10.00\|61.07\|61.43\|55.89\|1610228;2026-07-31\|56.73\|1.50\|59.00\|60.48\|56.65\|1827441;2026-08-03\|51.34\|-9.50\|55.06\|55.60\|51.23\|1615123;2026-08-04\|55.60\|8.30\|52.84\|55.93\|51.66\|1426086;2026-08-05\|58.00\|4.32\|54.01\|59.45\|54.01\|1657493;2026-08-06\|60.96\|5.10\|56.01\|62.81\|56.01\|1590682;2026-08-07\|64.72\|6.17\|60.94\|65.78\|59.86\|1627249;2026-08-10\|63.20\|-2.35\|64.73\|64.83\|62.00\|1023891;2026-08-11\|62.06\|-1.80\|62.49\|64.30\|61.80\|866147;2026-08-12\|62.86\|1.29\|62.91\|64.11\|61.82\|724024;2026-08-13\|62.22\|-1.02\|63.82\|64.61\|62.10\|923791;2026-08-14\|62.96\|1.19\|63.02\|63.43\|61.21\|707119;2026-08-17\|69.26\|10.01\|63.41\|69.26\|63.40\|1476243;2026-08-18\|70.66\|2.02\|71.20\|72.56\|69.28\|1837548;2026-08-19\|63.59\|-10.01\|69.00\|69.89\|63.59\|1499212;2026-08-20\|63.15\|-0.69\|63.70\|65.14\|61.45\|1228769;2026-08-21\|63.88\|1.16\|63.82\|65.92\|63.01\|969051;2026-08-24\|61.24\|-4.13\|63.08\|63.58\|59.57\|913474;2026-08-25\|60.90\|-0.56\|60.00\|62.06\|59.33\|635927;2026-08-26\|61.25\|0.57\|61.97\|62.70\|60.39\|624204;2026-08-27\|63.73\|4.05\|61.88\|63.87\|61.14\|865630;2026-08-28\|63.75\|0.03\|63.40\|65.90\|63.24\|917805;2026-08-31\|64.56\|1.27\|61.42\|64.62\|61.40\|789871;2026-09-01\|61.38\|-4.93\|64.59\|64.60\|61.30\|795386;2026-09-02\|59.70\|-2.74\|60.12\|60.79\|59.54\|541340;2026-09-03\|59.53\|-0.28\|60.60\|60.80\|58.85\|455030;2026-09-04\|56.87\|-4.47\|59.97\|60.66\|56.38\|821644;2026-09-07\|59.15\|4.01\|57.88\|59.88\|57.65\|663525;2026-09-08\|58.32\|-1.40\|59.15\|60.04\|57.97\|611965;2026-09-09\|58.35\|0.05\|59.22\|59.80\|57.87\|475746;2026-09-10\|58.34\|-0.02\|57.65\|59.23\|57.51\|414215;2026-09-11\|58.00\|-0.58\|57.01\|58.40\|56.22\|550131;2026-09-14\|56.78\|-2.10\|57.30\|57.88\|56.33\|373743;2026-09-15\|57.31\|0.93\|56.77\|58.58\|56.45\|421207;2026-09-16\|59.21\|3.32\|57.38\|59.75\|56.91\|677355;2026-09-17\|58.31\|-1.52\|58.80\|59.54\|58.17\|526469;2026-09-18\|61.38\|5.26\|59.70\|62.23\|58.93\|1191684;2026-09-21\|61.18\|-0.33\|61.90\|61.98\|60.70\|741319;2026-09-22\|63.52\|3.82\|64.50\|66.07\|62.83\|1419686;2026-09-23\|62.80\|-1.13\|63.56\|65.00\|62.70\|745301;2026-09-24\|61.02\|-2.83\|62.49\|62.80\|61.00\|462763;2026-09-28\|58.90\|-3.47\|61.03\|61.36\|58.03\|530915;2026-09-29\|60.36\|2.48\|58.91\|61.80\|58.91\|659179;2026-09-30\|56.90\|-5.73\|60.27\|60.49\|56.78\|735001;2026-10-08\|55.93\|-1.70\|57.71\|58.13\|55.38\|513233;2026-10-09\|55.55\|-0.68\|55.00\|55.99\|52.90\|649994;2026-10-12\|53.21\|-4.21\|54.78\|55.10\|52.89\|449380;2026-10-13\|53.82\|1.15\|51.52\|54.75\|51.20\|544149;2026-10-14\|51.73\|-3.88\|53.61\|53.98\|51.55\|353428;2026-10-15\|49.75\|-3.83\|49.59\|50.79\|48.91\|511992;2026-10-16\|48.67\|-2.17\|50.74\|51.16\|48.05\|467885;2026-10-19\|47.65\|-2.10\|48.22\|48.32\|46.53\|472457;2026-10-20\|48.11\|0.97\|47.65\|48.99\|47.43\|406212;2026-10-21\|47.67\|-0.91\|48.49\|49.38\|47.45\|426059;2026-10-22\|47.80\|0.27\|47.74\|49.19\|45.31\|850757;2026-10-23\|48.32\|1.09\|46.46\|48.57\|44.49\|802641;2026-10-26\|44.56\|-7.78\|47.34\|47.48\|44.41\|621614;2026-10-27\|42.75\|-4.06\|45.30\|45.64\|42.71\|514062;2026-10-28\|45.24\|5.82\|43.65\|45.66\|43.62\|701684;2026-10-29\|42.27\|-6.57\|44.71\|45.00\|42.23\|539852;2026-10-30\|40.72\|-3.67\|40.45\|43.25\|40.45\|598797;2026-11-02\|41.12\|0.98\|41.89\|41.96\|40.38\|581294;2026-11-03\|38.48\|-6.42\|40.30\|40.62\|38.22\|676813;2026-11-04\|42.33\|10.01\|39.50\|42.33\|39.50\|1026474;2026-11-05\|45.30\|7.02\|43.14\|46.56\|42.57\|1166316
134399	隔夜美股芯片股走高	半导体设备+存储芯片+混合键合行业原因： 1、美中期选举落地，市场风险偏好转向积极，科创50指数午后大涨近10%，创业板指涨超6%。 2、11月4日早间，长鑫科技公告拟大幅增加回购金额。近期，证监会推出一揽子稳市场、稳预期举措，拟优化回购制度，便利上市公司运用回购工具，激发市场内生稳市力量。公司原因： 1、据2025年12月29日互动易，公司存储芯片设备覆盖DRAM、NAND等主流品类，HBM领域可提供TSV刻蚀、电镀等核心设备，已批量交付主流存储及HBM客户。 2、据2026年5月15日投资者关系活动记录表，AI算力芯片、HBM及先进存储扩产需求旺盛，公司刻蚀、薄膜沉积产品线布局完整，中长期收入增速有望跑赢行业平均。 3、据2026年10月30日公告，公司收购诺合键维100%股权完成工商变更，交易对价4.05亿元，补齐混合键合设备布局。 4、据2026年10月30日三季报，公司前三季度营收314.67亿元，同比增长15.26%，归母净利润53.92亿元，同比增长5.10%。	国产半导体设备龙头	2026-11-04\|535.50\|10.00\|495.00\|535.50\|486.38\|122305;2026-11-05\|568.18\|6.10\|546.21\|589.00\|544.01\|137197
134398	隔夜美股芯片股走高	半导体前驱体+存储芯片+光刻胶+超跌反弹行业原因： 1、美中期选举落地，市场风险偏好转向积极，科创50指数午后大涨近10%，创业板指涨超6%。 2、11月4日早间，长鑫科技公告拟大幅增加回购金额。近期，证监会推出一揽子稳市场、稳预期举措，拟优化回购制度，便利上市公司运用回购工具，激发市场内生稳市力量。公司原因： 1、据2026年11月2日互动易，受益于下游客户新增产能逐步释放，公司电子材料业务保持持续增长态势，将充分利用自身卡位优势跟随本轮AI及存储需求成长壮大。 2、据2026年9月9日投资者关系活动记录表，在AI需求驱动下半导体存储行业自2025年第四季度进入景气上行周期，公司半导体材料主要客户集中在存储领域，以DRAM晶圆制造厂商为主，主流晶圆厂至2028年产能多已通过长期协议被锁定。 3、据2026年8月26日半年报，公司已转型为专业从事电子材料、LNG保温绝热板材研发生产销售的平台型公司，掌握半导体前驱体、光刻胶、电子粉体材料、特种气体等产品核心技术。 4、据同花顺iFinD数据，公司此前5个交易日累计涨跌幅为-11.59%。	1、公司子公司成都科美特专注于含氟类特种气体的研产销，主要产品为六氟化硫和四氟化碳，目前为合肥长鑫供应含氟类特种气体； 2、公司向SK海力士、三星电子等提供逻辑芯片，海力士占全球HBM市场80%份额	2026-11-04\|83.66\|10.01\|76.51\|83.66\|75.51\|161643;2026-11-05\|89.64\|7.15\|86.36\|92.03\|86.36\|264035
134397	隔夜美股芯片股走高	半导体投资+室内设计+软装增长 1、据2026年9月1日投资者关系活动记录表，公司已完成对深迪半导体的战略入股并成为第一大股东，切入半导体赛道。 2、据2026年9月1日投资者关系活动记录表，公司深耕高端建筑室内设计，2026年上半年营业收入8.96亿元，同比增长41.73%，累计已签约未完工订单43.01亿元。 3、据2026年9月1日投资者关系活动记录表，公司上半年软装业务收入3.40亿元，同比增长138.72%，成为业绩增长的重要构成。	室内设计领域的国际领先企业之一；公司已完成对深迪半导体的战略入股并成为第一大股东，切入MEMS陀螺仪芯片及惯性测量单元IMU的研发与设计赛道，布局第二增长曲线	2026-06-25\|11.62\|-3.00\|12.03\|12.18\|11.53\|48115;2026-06-26\|11.22\|-3.44\|11.51\|11.55\|11.16\|46867;2026-06-29\|11.21\|-0.09\|11.08\|11.29\|10.55\|59266;2026-06-30\|11.19\|-0.18\|11.00\|11.55\|11.00\|51603;2026-07-01\|11.50\|2.77\|11.25\|11.70\|10.90\|62960;2026-07-02\|11.45\|-0.43\|11.50\|11.76\|11.40\|39518;2026-07-03\|11.86\|3.58\|11.50\|12.25\|11.50\|60784;2026-07-06\|11.25\|-5.14\|11.77\|11.87\|11.23\|37502;2026-07-07\|10.91\|-3.02\|11.25\|11.46\|10.91\|42149;2026-07-08\|10.73\|-1.65\|10.87\|10.95\|10.61\|22845;2026-07-09\|10.95\|2.05\|10.78\|11.15\|10.63\|46270;2026-07-10\|11.07\|1.10\|10.90\|11.36\|10.56\|40475;2026-07-13\|10.33\|-6.68\|10.97\|11.06\|10.30\|40173;2026-07-14\|10.75\|4.07\|10.34\|10.76\|10.18\|46626;2026-07-15\|10.66\|-0.84\|10.73\|10.80\|10.61\|33960;2026-07-16\|10.69\|0.28\|10.58\|10.98\|10.46\|39652;2026-07-17\|9.99\|-6.55\|10.61\|10.67\|9.92\|42662;2026-07-20\|9.47\|-5.21\|10.01\|10.31\|9.35\|65072;2026-07-21\|9.40\|-0.74\|9.43\|9.60\|8.75\|85699;2026-07-22\|9.13\|-2.87\|9.36\|9.51\|9.07\|46296;2026-07-23\|9.46\|3.61\|9.20\|9.50\|9.04\|44177;2026-07-24\|9.30\|-1.69\|9.41\|9.45\|9.23\|30920;2026-07-27\|9.54\|2.58\|9.23\|9.65\|9.23\|41302;2026-07-28\|9.69\|1.57\|9.50\|10.01\|9.50\|46874;2026-07-29\|9.76\|0.72\|9.71\|9.94\|9.56\|52038;2026-07-30\|9.59\|-1.74\|9.74\|10.07\|9.55\|50443;2026-07-31\|10.11\|5.42\|9.79\|10.18\|9.60\|66419;2026-08-03\|10.02\|-0.89\|10.13\|10.25\|9.96\|57824;2026-08-04\|10.05\|0.30\|10.07\|10.24\|10.01\|45327;2026-08-05\|10.31\|2.59\|10.08\|10.48\|10.05\|51979;2026-08-06\|10.39\|0.78\|10.22\|10.44\|10.17\|35644;2026-08-07\|10.27\|-1.16\|10.35\|10.37\|10.06\|27913;2026-08-10\|10.55\|2.73\|10.27\|10.60\|10.14\|38036;2026-08-11\|10.40\|-1.42\|10.54\|10.54\|10.36\|26145;2026-08-12\|10.47\|0.67\|10.35\|10.51\|10.35\|30091;2026-08-13\|10.27\|-1.91\|10.49\|10.49\|10.24\|34166;2026-08-14\|11.30\|10.03\|10.35\|11.30\|10.23\|86141;2026-08-17\|11.60\|2.65\|11.30\|11.61\|11.00\|209682;2026-08-18\|12.19\|5.09\|11.60\|12.29\|11.48\|212957;2026-08-19\|12.11\|-0.66\|11.98\|12.45\|11.88\|211004;2026-08-20\|13.32\|9.99\|12.49\|13.32\|12.20\|165756;2026-08-21\|13.54\|1.65\|13.32\|13.56\|12.72\|255513;2026-08-24\|13.22\|-2.36\|13.48\|13.84\|12.95\|160066;2026-08-25\|13.12\|-0.76\|13.03\|13.45\|12.95\|137787;2026-08-26\|13.03\|-0.69\|13.34\|13.37\|12.93\|106639;2026-08-27\|13.23\|1.53\|12.99\|13.34\|12.90\|88674;2026-08-28\|13.25\|0.15\|13.43\|13.65\|13.19\|63444;2026-08-31\|13.48\|1.74\|13.07\|13.73\|13.07\|112026;2026-09-01\|13.81\|2.45\|13.46\|13.93\|13.35\|104407;2026-09-02\|14.54\|5.29\|13.73\|14.73\|13.69\|187189;2026-09-03\|15.68\|7.84\|14.90\|15.85\|14.90\|307753;2026-09-04\|14.92\|-4.85\|15.56\|15.95\|14.83\|275392;2026-09-07\|14.38\|-3.62\|15.18\|15.29\|14.31\|213874;2026-09-08\|14.66\|1.95\|14.38\|14.77\|14.24\|172003;2026-09-09\|14.50\|-1.09\|14.55\|14.85\|14.41\|87780;2026-09-10\|14.18\|-2.21\|14.38\|14.55\|14.14\|90423;2026-09-11\|14.01\|-1.20\|14.07\|14.22\|13.76\|95497;2026-09-14\|13.82\|-1.36\|13.85\|14.03\|13.71\|60379;2026-09-15\|14.03\|1.52\|13.73\|14.22\|13.73\|88683;2026-09-16\|14.78\|5.35\|14.00\|14.78\|13.98\|96323;2026-09-17\|15.08\|2.03\|14.65\|15.23\|14.62\|122232;2026-09-18\|15.37\|1.92\|15.10\|15.51\|15.00\|92940;2026-09-21\|16.65\|8.33\|15.49\|16.72\|15.38\|161220;2026-09-22\|17.11\|2.76\|16.65\|17.38\|16.48\|138634;2026-09-23\|17.35\|1.40\|17.44\|18.00\|16.60\|225009;2026-09-24\|16.36\|-4.66\|17.17\|17.20\|16.23\|221412;2026-09-28\|15.87\|-3.00\|16.42\|16.44\|15.25\|126627;2026-09-29\|16.42\|3.47\|15.87\|16.68\|15.87\|105140;2026-09-30\|16.97\|3.35\|16.61\|17.05\|16.26\|131024;2026-10-08\|16.73\|-1.41\|16.91\|17.14\|16.62\|131759;2026-10-09\|18.40\|9.98\|16.73\|18.40\|16.27\|206729;2026-10-12\|18.43\|0.16\|18.72\|19.59\|17.79\|307650;2026-10-13\|20.27\|9.98\|18.39\|20.27\|17.90\|257668;2026-10-14\|20.70\|2.12\|20.70\|21.91\|19.80\|377323;2026-10-15\|19.70\|-4.83\|20.50\|20.58\|19.14\|250909;2026-10-16\|20.87\|5.94\|19.85\|21.27\|19.72\|223625;2026-10-19\|20.87\|0.00\|20.50\|21.73\|20.42\|211522;2026-10-20\|21.96\|5.22\|20.97\|22.33\|20.50\|235637;2026-10-21\|24.16\|10.02\|21.64\|24.16\|21.61\|215893;2026-10-22\|24.65\|2.03\|24.23\|25.48\|23.40\|373696;2026-10-23\|22.19\|-9.98\|23.89\|23.90\|22.19\|209718;2026-10-26\|19.97\|-10.00\|20.45\|21.58\|19.97\|88794;2026-10-27\|20.11\|0.70\|18.65\|21.18\|18.28\|361066;2026-10-28\|19.20\|-4.53\|20.47\|20.50\|18.79\|332344;2026-10-29\|17.28\|-10.00\|17.45\|18.96\|17.28\|183199;2026-10-30\|15.55\|-10.01\|15.55\|15.55\|15.55\|21858;2026-11-02\|17.11\|10.03\|15.00\|17.11\|14.66\|377000;2026-11-03\|18.52\|8.24\|17.83\|18.82\|17.60\|407316;2026-11-04\|20.37\|9.99\|18.75\|20.37\|18.54\|312256;2026-11-05\|21.91\|7.56\|20.78\|22.35\|20.44\|200319
134396	隔夜美股芯片股走高	铟+离子注入机+半导体设备+SOFC 行业原因： 1、美中期选举落地，市场风险偏好转向积极，科创50指数午后大涨近10%，创业板指涨超6%。 2、11月4日早间，长鑫科技公告拟大幅增加回购金额。近期，证监会推出一揽子稳市场、稳预期举措，拟优化回购制度，便利上市公司运用回购工具，激发市场内生稳市力量。公司原因： 1、据2026年半年报，先导科技集团自有镓、锗、铟等稀散金属（产量全球领先），能够提供电子材料（如掺杂材料、前驱体、电子特气）以及工艺测试等多方面支持，为公司零部件产品研发及国产化验证提供保障。 2、据公司2026年三季报，9月公司与关联方共同投资设立控股子公司上海元朔基电科技有限公司，布局电解质片、金属连接体、中高压开关柜、变压器、超级电容等核心产品，该等产品是固体氧化物燃料电池（SOFC）的核心部件。 3、据2026年10月20日投资者关系活动记录表，子公司凯世通离子注入机客户进展良好，上半年新获2家头部客户批量重复订单并新增2家新客户订单；铋业务收入9.96亿元、占营收86.86%。 4、据2026年半年报，公司确立半导体装备、新材料及终端器件的平台化发展战略，完成由传统房地产业务向集成电路全链条硬科技平台的转型。	公司大股东先导科技集团自有镓、锗、铟等稀散金属（产量全球领先），能够提供电子材料（如掺杂材料、前驱体、电子特气）以及工艺测试等多方面支持，为公司零部件产品研发及国产化验证提供保障	2026-06-25\|37.20\|-1.48\|38.00\|39.08\|36.43\|949712;2026-06-26\|38.26\|2.85\|37.00\|39.36\|36.62\|909678;2026-06-29\|36.24\|-5.28\|37.82\|38.65\|34.62\|1020827;2026-06-30\|39.86\|9.99\|36.96\|39.86\|36.33\|761918;2026-07-01\|43.85\|10.01\|41.17\|43.85\|40.59\|1265872;2026-07-02\|48.24\|10.01\|48.24\|48.24\|44.98\|686965;2026-07-03\|47.51\|-1.51\|47.76\|50.99\|47.00\|1804534;2026-07-06\|43.44\|-8.57\|46.36\|48.36\|42.76\|1478709;2026-07-07\|44.35\|2.09\|42.98\|45.88\|42.10\|927804;2026-07-08\|41.58\|-6.25\|44.08\|44.82\|39.92\|939796;2026-07-09\|43.24\|3.99\|42.10\|43.39\|40.84\|816986;2026-07-10\|42.70\|-1.25\|41.56\|46.48\|41.39\|938657;2026-07-13\|39.38\|-7.78\|41.10\|43.30\|38.84\|828338;2026-07-14\|40.14\|1.93\|40.00\|40.97\|38.38\|666790;2026-07-15\|39.70\|-1.10\|40.60\|41.55\|38.50\|638040;2026-07-16\|35.73\|-10.00\|38.00\|39.18\|35.73\|692618;2026-07-17\|32.16\|-9.99\|34.27\|35.60\|32.16\|881113;2026-07-20\|28.94\|-10.01\|32.98\|32.98\|28.94\|622215;2026-07-21\|31.83\|9.99\|28.30\|31.83\|26.05\|1219735;2026-07-22\|31.31\|-1.63\|31.00\|33.15\|30.86\|740050;2026-07-23\|29.93\|-4.41\|31.94\|31.95\|29.52\|549826;2026-07-24\|30.52\|1.97\|29.93\|32.11\|28.98\|648817;2026-07-27\|30.52\|0.00\|30.53\|31.43\|28.90\|617247;2026-07-28\|28.73\|-5.87\|30.00\|31.36\|28.31\|567160;2026-07-29\|27.55\|-4.11\|28.57\|28.97\|25.89\|764049;2026-07-30\|24.80\|-9.98\|27.50\|27.65\|24.80\|592159;2026-07-31\|26.01\|4.88\|26.80\|27.28\|25.73\|883573;2026-08-03\|23.41\|-10.00\|25.30\|25.55\|23.41\|814995;2026-08-04\|24.41\|4.27\|23.00\|24.68\|22.35\|939320;2026-08-05\|26.58\|8.89\|24.50\|26.85\|24.26\|940643;2026-08-06\|28.44\|7.00\|26.20\|28.48\|26.01\|913013;2026-08-07\|31.28\|9.99\|28.44\|31.28\|28.10\|798330;2026-08-10\|34.41\|10.01\|33.40\|34.41\|33.00\|290152;2026-08-11\|32.47\|-5.64\|33.73\|35.80\|32.09\|1504645;2026-08-12\|35.72\|10.01\|32.52\|35.72\|31.91\|751006;2026-08-13\|34.02\|-4.76\|37.78\|38.00\|34.00\|1221929;2026-08-14\|34.20\|0.53\|34.89\|35.20\|33.47\|782079;2026-08-17\|36.06\|5.44\|34.56\|36.06\|34.56\|855487;2026-08-18\|35.80\|-0.72\|36.78\|37.18\|35.03\|814212;2026-08-19\|33.15\|-7.40\|33.95\|36.65\|32.81\|885395;2026-08-20\|32.84\|-0.94\|33.97\|33.97\|32.35\|547360;2026-08-21\|32.55\|-0.88\|32.84\|33.96\|32.10\|543280;2026-08-24\|32.17\|-1.17\|32.44\|32.77\|31.13\|630501;2026-08-25\|31.46\|-2.21\|31.21\|31.88\|29.70\|591107;2026-08-26\|30.91\|-1.75\|31.36\|31.88\|30.36\|413450;2026-08-27\|34.00\|10.00\|31.05\|34.00\|30.92\|599921;2026-08-28\|34.80\|2.35\|35.00\|37.31\|34.70\|1123009;2026-08-31\|34.73\|-0.20\|34.45\|35.18\|34.03\|610134;2026-09-01\|33.15\|-4.55\|34.75\|34.86\|32.70\|593182;2026-09-02\|32.04\|-3.35\|32.11\|32.58\|31.85\|425445;2026-09-03\|31.49\|-1.72\|32.33\|32.45\|31.02\|402798;2026-09-04\|29.64\|-5.87\|31.85\|32.06\|29.33\|521382;2026-09-07\|31.07\|4.82\|30.00\|31.42\|29.70\|481106;2026-09-08\|30.35\|-2.32\|31.11\|31.74\|30.15\|473809;2026-09-09\|30.51\|0.53\|31.12\|31.65\|30.26\|439803;2026-09-10\|30.05\|-1.51\|30.00\|30.60\|29.82\|279070;2026-09-11\|29.31\|-2.46\|29.50\|29.94\|28.10\|394734;2026-09-14\|31.90\|8.84\|28.89\|32.10\|28.22\|697275;2026-09-15\|31.32\|-1.82\|31.90\|32.07\|30.93\|431676;2026-09-16\|33.45\|6.80\|31.32\|34.10\|31.15\|689283;2026-09-17\|36.80\|10.01\|33.10\|36.80\|32.90\|847724;2026-09-18\|37.30\|1.36\|37.64\|38.25\|36.62\|1074015;2026-09-21\|39.76\|6.60\|38.00\|39.86\|37.86\|854383;2026-09-22\|43.74\|10.01\|42.51\|43.74\|42.51\|585751;2026-09-23\|47.80\|9.28\|44.50\|48.11\|43.74\|1684345;2026-09-24\|51.56\|7.87\|47.99\|52.58\|47.68\|1554864;2026-09-28\|49.21\|-4.56\|51.61\|52.08\|47.74\|1277475;2026-09-29\|48.76\|-0.91\|49.21\|49.72\|48.27\|574199;2026-09-30\|48.57\|-0.39\|50.00\|51.99\|48.45\|787960;2026-10-08\|45.32\|-6.69\|49.13\|50.32\|44.77\|811457;2026-10-09\|44.66\|-1.46\|44.20\|45.87\|41.45\|732774;2026-10-12\|43.54\|-2.51\|44.00\|44.88\|42.29\|568800;2026-10-13\|45.33\|4.11\|41.61\|46.58\|41.48\|745924;2026-10-14\|44.16\|-2.58\|45.63\|46.75\|43.86\|542801;2026-10-15\|40.59\|-8.08\|42.08\|43.49\|40.09\|668167;2026-10-16\|40.30\|-0.71\|42.39\|42.86\|39.80\|423511;2026-10-19\|39.09\|-3.00\|39.00\|40.30\|36.60\|547968;2026-10-20\|38.16\|-2.38\|38.80\|39.54\|37.70\|510495;2026-10-21\|39.10\|2.46\|39.08\|41.10\|38.68\|629539;2026-10-22\|35.66\|-8.80\|39.86\|39.89\|35.64\|622516;2026-10-23\|35.50\|-0.45\|34.32\|35.96\|32.20\|781926;2026-10-26\|34.04\|-4.11\|34.97\|35.27\|33.28\|496716;2026-10-27\|34.25\|0.62\|34.95\|36.73\|34.25\|777092;2026-10-28\|35.20\|2.77\|35.03\|35.56\|33.00\|810209;2026-10-29\|31.68\|-10.00\|34.60\|35.20\|31.68\|676710;2026-10-30\|28.73\|-9.31\|30.01\|31.20\|28.51\|792514;2026-11-02\|28.47\|-0.91\|29.27\|29.60\|27.60\|680399;2026-11-03\|25.64\|-9.94\|27.87\|27.90\|25.62\|666555;2026-11-04\|28.20\|9.98\|26.32\|28.20\|26.07\|656003;2026-11-05\|31.02\|10.00\|29.50\|31.02\|29.20\|204634
134395	隔夜美股芯片股走高	功率半导体+回购提议+三季报增长行业原因： 1、美中期选举落地，市场风险偏好转向积极，科创50指数午后大涨近10%，创业板指涨超6%。 2、11月4日早间，长鑫科技公告拟大幅增加回购金额。近期，证监会推出一揽子稳市场、稳预期举措，拟优化回购制度，便利上市公司运用回购工具，激发市场内生稳市力量。公司原因： 1、据2026年3月27日年报，公司拥有IGBT、屏蔽栅MOSFET、超结MOSFET及沟槽型MOSFET等产品平台，产品覆盖新能源汽车及充电桩、AI服务器与数据中心、机器人、光伏储能等下游，并连续多年名列中国半导体功率器件十强企业。 2、据2026年10月30日公告，公司控股股东、实际控制人、董事长提议以自有或自筹资金回购股份，资金总额不低于3500万元、不超过4500万元，拟用于股权激励或员工持股计划。 3、据2026年10月29日三季报，公司前三季度营收18.90亿元，同比增长36.44%；归母净利润3.77亿元，同比增长12.73%。	功率半导体龙头，国内最早专门从事MOSFET、IGBT研发设计的企业之一	2026-06-25\|80.83\|1.69\|79.48\|81.35\|77.25\|304428;2026-06-26\|83.13\|2.85\|80.00\|86.78\|79.51\|322438;2026-06-29\|90.13\|8.42\|85.65\|91.44\|85.08\|434682;2026-06-30\|99.14\|10.00\|90.69\|99.14\|89.00\|337749;2026-07-01\|92.20\|-7.00\|104.04\|104.43\|90.66\|477986;2026-07-02\|83.38\|-9.57\|88.43\|90.42\|82.98\|346744;2026-07-03\|80.77\|-3.13\|83.10\|84.77\|80.35\|268468;2026-07-06\|80.36\|-0.51\|81.50\|84.66\|78.34\|252073;2026-07-07\|79.74\|-0.77\|79.76\|81.51\|76.00\|195246;2026-07-08\|78.05\|-2.12\|79.99\|81.98\|74.50\|195164;2026-07-09\|79.58\|1.96\|80.60\|80.86\|74.01\|319851;2026-07-10\|73.34\|-7.84\|80.50\|82.50\|73.20\|359218;2026-07-13\|67.29\|-8.25\|70.47\|73.90\|66.90\|297110;2026-07-14\|70.16\|4.27\|67.39\|71.79\|65.99\|235160;2026-07-15\|64.78\|-7.67\|71.56\|71.56\|64.06\|216175;2026-07-16\|59.11\|-8.75\|63.80\|64.46\|58.98\|221256;2026-07-17\|53.58\|-9.36\|59.10\|60.00\|53.58\|240736;2026-07-20\|48.95\|-8.64\|55.50\|56.38\|48.22\|278609;2026-07-21\|53.85\|10.01\|50.02\|53.85\|45.14\|259931;2026-07-22\|56.10\|4.18\|54.89\|59.20\|54.87\|364653;2026-07-23\|55.60\|-0.89\|56.65\|56.98\|53.00\|296780;2026-07-24\|55.16\|-0.79\|55.00\|57.02\|54.01\|205719;2026-07-27\|56.26\|1.99\|55.17\|56.70\|53.02\|188740;2026-07-28\|50.63\|-10.01\|54.80\|55.64\|50.63\|224884;2026-07-29\|53.18\|5.04\|50.88\|54.00\|49.03\|324317;2026-07-30\|47.86\|-10.00\|52.87\|53.15\|47.86\|256560;2026-07-31\|48.70\|1.76\|51.80\|52.39\|48.70\|246045;2026-08-03\|45.83\|-5.89\|48.00\|48.60\|45.70\|195470;2026-08-04\|49.48\|7.96\|46.50\|49.99\|45.95\|217748;2026-08-05\|52.29\|5.68\|49.30\|53.06\|48.98\|196219;2026-08-06\|55.13\|5.43\|51.11\|55.58\|50.96\|220968;2026-08-07\|57.03\|3.45\|55.00\|57.92\|53.90\|208778;2026-08-10\|55.68\|-2.37\|57.33\|57.43\|54.21\|181814;2026-08-11\|56.30\|1.11\|55.50\|58.40\|55.01\|203266;2026-08-12\|57.38\|1.92\|56.31\|57.79\|55.60\|151020;2026-08-13\|58.52\|1.99\|58.00\|62.02\|57.43\|277607;2026-08-14\|58.24\|-0.48\|59.00\|59.51\|56.40\|206017;2026-08-17\|62.95\|8.09\|58.58\|63.22\|58.55\|207559;2026-08-18\|63.50\|0.87\|62.79\|64.40\|61.00\|246744;2026-08-19\|60.25\|-5.12\|61.00\|65.10\|58.66\|330102;2026-08-20\|59.45\|-1.33\|60.50\|60.61\|57.51\|216577;2026-08-21\|61.05\|2.69\|59.67\|63.85\|59.02\|208473;2026-08-24\|59.50\|-2.54\|61.08\|63.40\|58.00\|222465;2026-08-25\|58.67\|-1.40\|56.44\|59.96\|56.09\|209051;2026-08-26\|58.33\|-0.58\|58.89\|60.32\|57.80\|145768;2026-08-27\|60.49\|3.70\|58.95\|61.35\|57.76\|196991;2026-08-28\|58.91\|-2.61\|59.60\|61.50\|58.90\|136361;2026-08-31\|59.19\|0.48\|57.00\|59.29\|56.30\|158807;2026-09-01\|56.74\|-4.14\|59.10\|59.18\|56.20\|121838;2026-09-02\|55.40\|-2.36\|55.58\|56.19\|55.09\|89640;2026-09-03\|56.01\|1.10\|55.79\|57.12\|55.00\|95899;2026-09-04\|53.96\|-3.66\|56.36\|57.36\|53.30\|100331;2026-09-07\|55.15\|2.21\|54.86\|55.74\|53.98\|97260;2026-09-08\|54.17\|-1.78\|55.15\|55.65\|53.89\|83451;2026-09-09\|53.95\|-0.41\|54.84\|55.63\|53.70\|77435;2026-09-10\|53.77\|-0.33\|54.00\|54.65\|53.12\|75437;2026-09-11\|52.20\|-2.92\|53.50\|53.50\|50.55\|111617;2026-09-14\|53.16\|1.84\|51.76\|53.70\|51.00\|94169;2026-09-15\|53.47\|0.58\|52.75\|54.55\|52.66\|67696;2026-09-16\|56.60\|5.85\|54.00\|57.09\|53.08\|145374;2026-09-17\|59.23\|4.65\|58.14\|61.50\|57.60\|236311;2026-09-18\|62.85\|6.11\|60.48\|64.54\|59.80\|273855;2026-09-21\|61.52\|-2.12\|63.00\|63.60\|61.17\|180679;2026-09-22\|60.45\|-1.74\|62.38\|62.83\|60.12\|133298;2026-09-23\|62.38\|3.19\|60.62\|63.75\|60.16\|195073;2026-09-24\|59.70\|-4.30\|61.30\|62.30\|59.66\|117341;2026-09-28\|56.79\|-4.87\|59.11\|59.90\|55.75\|121988;2026-09-29\|56.12\|-1.18\|56.07\|57.80\|55.29\|87953;2026-09-30\|54.00\|-3.78\|56.41\|56.60\|53.96\|81015;2026-10-08\|50.18\|-7.07\|54.02\|55.55\|49.78\|128102;2026-10-09\|49.80\|-0.76\|50.16\|50.62\|47.00\|141912;2026-10-12\|47.49\|-4.64\|48.79\|49.19\|47.28\|107889;2026-10-13\|46.78\|-1.50\|45.57\|47.79\|44.86\|115014;2026-10-14\|45.21\|-3.36\|46.70\|47.09\|45.03\|92237;2026-10-15\|42.74\|-5.46\|43.80\|44.50\|42.28\|116659;2026-10-16\|41.75\|-2.32\|44.40\|44.64\|41.24\|114745;2026-10-19\|41.65\|-0.24\|41.45\|42.20\|39.80\|116143;2026-10-20\|42.69\|2.50\|41.55\|43.67\|41.37\|119549;2026-10-21\|42.25\|-1.03\|43.54\|43.58\|41.93\|106084;2026-10-22\|40.36\|-4.47\|42.77\|42.77\|39.72\|166097;2026-10-23\|40.26\|-0.25\|39.76\|40.73\|37.09\|303159;2026-10-26\|38.98\|-3.18\|39.80\|40.88\|38.72\|183848;2026-10-27\|36.85\|-5.46\|39.60\|40.00\|36.85\|140888;2026-10-28\|39.37\|6.84\|37.58\|40.20\|37.22\|172856;2026-10-29\|37.95\|-3.61\|40.16\|40.30\|37.87\|141251;2026-10-30\|36.17\|-4.69\|37.00\|38.50\|36.16\|159169;2026-11-02\|37.04\|2.41\|37.59\|37.89\|36.33\|156632;2026-11-03\|35.13\|-5.16\|37.00\|37.00\|34.81\|170793;2026-11-04\|38.64\|9.99\|35.40\|38.64\|35.21\|347570;2026-11-05\|41.76\|8.07\|40.48\|42.50\|40.35\|338082
134394	隔夜美股芯片股走高	洁净室+参建数据中心+建筑装饰行业原因： 1、美中期选举落地，市场风险偏好转向积极，科创50指数午后大涨近10%，创业板指涨超6%。 2、11月4日早间，长鑫科技公告拟大幅增加回购金额。近期，证监会推出一揽子稳市场、稳预期举措，拟优化回购制度，便利上市公司运用回购工具，激发市场内生稳市力量。公司原因： 1、据2026年5月18日投资者关系活动记录表，洁净室是公司重点布局的战略新赛道，已具备在电子半导体、新能源、大健康、实验室等高附加值领域构建系统集成能力，代表项目包括南京集成电路产业服务中心、杰华特微电子高性能电源芯片项目等。 2、据2026年2月27日互动易，公司参建的贵州华为云数据中心项目，为公司在大型数据中心基础设施建设领域积累了高精密施工管控、全流程质量把控、绿色建材应用以及“工厂化预制+现场装配化”建造等成熟实践经验。 3、据2025年年报，公司多年蝉联“中国建筑装饰行业综合数据统计”装饰类、设计类双第一，累计获“鲁班奖”144项，在高端公共建筑、酒店、医疗、交通枢纽等领域形成稳定的优质客户群体与良好口碑。	1、洁净室是公司重点布局的战略新赛道，已具备在电子半导体、新能源、大健康、实验室等高附加值领域构建系统集成能力，代表项目包括南京集成电路产业服务中心、杰华特微电子高性能电源芯片项目等； 2、综合性专业化装饰集团；公司曾中标海南商业航天发射场项目，目前该工程已完工并投入使用，已为多次卫星发射任务提供稳定保障	2026-06-25\|4.87\|5.87\|4.60\|5.05\|4.57\|4026663;2026-06-26\|4.46\|-8.42\|4.68\|4.73\|4.44\|2457410;2026-06-29\|4.46\|0.00\|4.39\|4.49\|4.32\|1804701;2026-06-30\|4.33\|-2.91\|4.40\|4.45\|4.29\|1383701;2026-07-01\|4.44\|2.54\|4.30\|4.47\|4.27\|1417275;2026-07-02\|4.46\|0.45\|4.36\|4.57\|4.34\|1479402;2026-07-03\|4.38\|-1.79\|4.46\|4.55\|4.37\|1062643;2026-07-06\|4.16\|-5.02\|4.37\|4.41\|4.16\|1198905;2026-07-07\|4.05\|-2.64\|4.17\|4.20\|4.04\|848012;2026-07-08\|3.93\|-2.96\|4.05\|4.06\|3.92\|874498;2026-07-09\|4.02\|2.29\|3.91\|4.03\|3.86\|961451;2026-07-10\|4.08\|1.49\|4.00\|4.18\|3.95\|1094894;2026-07-13\|3.77\|-7.60\|4.05\|4.08\|3.76\|1067118;2026-07-14\|3.84\|1.86\|3.81\|3.85\|3.71\|810950;2026-07-15\|3.90\|1.56\|3.84\|3.98\|3.83\|862805;2026-07-16\|3.79\|-2.82\|3.88\|3.88\|3.75\|810237;2026-07-17\|3.58\|-5.54\|3.79\|3.84\|3.55\|832201;2026-07-20\|3.50\|-2.23\|3.61\|3.69\|3.43\|1064867;2026-07-21\|3.60\|2.86\|3.53\|3.61\|3.33\|1259979;2026-07-22\|3.58\|-0.56\|3.55\|3.65\|3.53\|903886;2026-07-23\|3.68\|2.79\|3.58\|3.70\|3.56\|929303;2026-07-24\|3.55\|-3.53\|3.62\|3.67\|3.53\|726075;2026-07-27\|3.69\|3.94\|3.56\|3.69\|3.53\|759295;2026-07-28\|3.66\|-0.81\|3.66\|3.74\|3.63\|739811;2026-07-29\|3.73\|1.91\|3.64\|3.78\|3.60\|1016858;2026-07-30\|3.65\|-2.14\|3.73\|3.81\|3.60\|1064641;2026-07-31\|3.73\|2.19\|3.67\|3.80\|3.67\|1050007;2026-08-03\|3.85\|3.22\|3.73\|3.86\|3.73\|1048155;2026-08-04\|3.92\|1.82\|3.85\|3.92\|3.84\|1038393;2026-08-05\|3.98\|1.53\|3.92\|3.98\|3.90\|1014246;2026-08-06\|4.00\|0.50\|3.94\|4.03\|3.90\|1092544;2026-08-07\|3.95\|-1.25\|3.99\|4.00\|3.83\|985932;2026-08-10\|4.01\|1.52\|3.97\|4.01\|3.88\|889030;2026-08-11\|3.97\|-1.00\|3.96\|4.03\|3.92\|606615;2026-08-12\|4.37\|10.08\|3.99\|4.37\|3.98\|663079;2026-08-13\|4.81\|10.07\|4.81\|4.81\|4.81\|272871;2026-08-14\|5.29\|9.98\|5.29\|5.29\|4.65\|5214047;2026-08-17\|5.82\|10.02\|5.50\|5.82\|5.50\|4828726;2026-08-18\|6.27\|7.73\|5.90\|6.40\|5.73\|7388788;2026-08-19\|5.64\|-10.05\|5.64\|5.99\|5.64\|3491369;2026-08-20\|5.55\|-1.60\|5.13\|5.74\|5.13\|5236998;2026-08-21\|5.15\|-7.21\|5.44\|5.48\|5.05\|4089938;2026-08-24\|5.00\|-2.91\|5.11\|5.15\|4.71\|3445005;2026-08-25\|5.50\|10.00\|4.96\|5.50\|4.82\|2196422;2026-08-26\|5.66\|2.91\|5.45\|5.85\|5.35\|5598261;2026-08-27\|5.69\|0.53\|5.50\|5.85\|5.50\|4696309;2026-08-28\|5.60\|-1.58\|5.56\|5.74\|5.47\|3312225;2026-08-31\|6.16\|10.00\|5.85\|6.16\|5.61\|2700605;2026-09-01\|5.69\|-7.63\|6.10\|6.10\|5.64\|4913302;2026-09-02\|5.34\|-6.15\|5.64\|5.68\|5.26\|3460701;2026-09-03\|4.97\|-6.93\|5.25\|5.31\|4.94\|2953309;2026-09-04\|5.18\|4.23\|5.01\|5.45\|5.01\|3905615;2026-09-07\|5.33\|2.90\|5.04\|5.38\|4.94\|3298050;2026-09-08\|5.56\|4.32\|5.23\|5.82\|5.15\|4300708;2026-09-09\|5.18\|-6.83\|5.50\|5.53\|5.16\|3511250;2026-09-10\|5.02\|-3.09\|5.19\|5.23\|4.96\|2172489;2026-09-11\|4.79\|-4.58\|4.90\|4.90\|4.67\|1973614;2026-09-14\|4.75\|-0.84\|4.70\|4.80\|4.61\|1480804;2026-09-15\|4.70\|-1.05\|4.70\|4.79\|4.62\|1438099;2026-09-16\|4.86\|3.40\|4.71\|4.93\|4.64\|1901436;2026-09-17\|4.80\|-1.23\|4.79\|4.89\|4.75\|1402461;2026-09-18\|4.92\|2.50\|4.84\|4.96\|4.79\|1963068;2026-09-21\|5.16\|4.88\|4.91\|5.30\|4.91\|2660243;2026-09-22\|5.23\|1.36\|5.08\|5.34\|5.02\|2824024;2026-09-23\|5.32\|1.72\|5.25\|5.66\|5.15\|4000202;2026-09-24\|4.97\|-6.58\|5.04\|5.24\|4.93\|2866043;2026-09-28\|4.76\|-4.23\|4.98\|5.05\|4.71\|1663730;2026-09-29\|4.78\|0.42\|4.73\|4.90\|4.70\|1307353;2026-09-30\|4.77\|-0.21\|4.98\|5.02\|4.60\|1815512;2026-10-08\|4.76\|-0.21\|4.80\|4.97\|4.71\|1650674;2026-10-09\|4.74\|-0.42\|4.70\|4.76\|4.50\|1455223;2026-10-12\|4.57\|-3.59\|4.70\|4.79\|4.55\|1086236;2026-10-13\|4.57\|0.00\|4.47\|4.63\|4.36\|1093731;2026-10-14\|4.39\|-3.94\|4.57\|4.58\|4.38\|883818;2026-10-15\|4.20\|-4.33\|4.28\|4.33\|4.17\|977146;2026-10-16\|4.25\|1.19\|4.28\|4.37\|4.21\|1132494;2026-10-19\|4.17\|-1.88\|4.20\|4.24\|4.11\|704657;2026-10-20\|4.23\|1.44\|4.17\|4.24\|4.13\|698971;2026-10-21\|4.26\|0.71\|4.25\|4.32\|4.23\|684041;2026-10-22\|4.09\|-3.99\|4.25\|4.26\|4.08\|685384;2026-10-23\|4.13\|0.98\|4.01\|4.15\|3.88\|941053;2026-10-26\|4.08\|-1.21\|4.08\|4.15\|4.05\|643486;2026-10-27\|4.00\|-1.96\|4.09\|4.15\|3.99\|679064;2026-10-28\|4.01\|0.25\|3.99\|4.03\|3.91\|785899;2026-10-29\|3.88\|-3.24\|3.98\|4.00\|3.88\|722006;2026-10-30\|3.76\|-3.09\|3.80\|3.93\|3.76\|780442;2026-11-02\|3.91\|3.99\|3.77\|3.92\|3.73\|983239;2026-11-03\|3.91\|0.00\|3.91\|4.02\|3.86\|925342;2026-11-04\|4.30\|9.97\|4.14\|4.30\|4.12\|597486;2026-11-05\|4.73\|10.00\|4.73\|4.73\|4.73\|338167
134393	隔夜美股芯片股走高	培育钻石+电子真空器件+半导体设备+可控核聚变行业原因：据东吴证券7月6日研报，金刚石材料凭借超高热导率和低热膨胀特性，有望成为下一代高端AI芯片先进散热方案的重要技术路径。近期，黄仁勋公开表示英伟达Rubin架构将采用金刚石铜作为热扩散板，进一步验证金刚石散热材料在高性能计算领域的应用潜力。公司原因： 1、据2024年12月10日互动易，公司磁控管满足客户人造钻石业务需求，质量获得客户认可，已经批量推广。 2、据2026年6月25日互动易，公司在可控核聚变领域主要产品包括氢闸流管、速调管及真空电容器等，正推进回旋管等核心部件研发，已中标中国科学院高能物理研究所速调管采购项目。 3、据2026年4月21日年报，公司真空电容器和真空继电器是半导体设备射频电源的核心元件，已向北方华创、中微公司等国内头部设备厂商稳定供货。	1、公司真空电容器和真空继电器已进入北方华创、中微公司等主流半导体设备制造商，应用于等离子体刻蚀、增强气相沉积等关键设备中； 2、公司磁控管满足客户人造钻石业务需求，质量获得客户认可，已经批量推广； 3、公司在可控核聚变领域主要产品包括氢闸流管、速调管及真空电容器等，正推进回旋管等加热系统核心部件研发，并已中标中科院高能物理研究所速调管采购项目	2026-11-04\|64.50\|10.07\|58.90\|65.38\|58.20\|2688904;2026-11-05\|65.50\|1.55\|64.01\|67.50\|63.86\|1441585
134392	隔夜美股芯片股走高	存储芯片+SK海力士代理+一季报暴增行业原因：投研机构Aletheia指出，存储器件在AI硬件系统中的综合价值占比，预计将从2025年的40%中段水平跃升至2027年的70%以上，存储正在成为AI硬件系统中最关键的核心组件。公司原因： 1、据2026年5月27日投资者关系管理信息，5月存储芯片价格仍在上涨，存储芯片供需紧张局面难以缓解，2026年存储芯片价格预计维持高位。公司作为SK海力士授权代理商，受益于存储市场高景气度。 2、据2026年5月27日投资者关系管理信息及2025年年报，公司自主品牌“海普存储”企业级SSD已与国内主流算力设备厂商完成验证对接并取得规模销售，2025年首次实现年度规模收入。 3、据2026年4月24日公告，公司2026年第一季度营收237.65亿元，同比增长200.60%，归母净利润13.27亿元，同比增长7835.06%。	国内领先的电子元器件分销企业，子公司联合创泰拥有SK海力士、MTK等的授权代理权，具备数据存储器、控制芯片、模组等电子元器件产品提供能力，产品广泛应用于云计算存储、手机等领域	2026-06-25\|306.25\|5.75\|300.68\|313.80\|291.02\|561390;2026-06-26\|301.00\|-1.71\|300.05\|317.88\|298.53\|436965;2026-06-29\|296.00\|-1.66\|290.01\|312.60\|284.00\|402123;2026-06-30\|300.00\|1.35\|292.83\|304.00\|280.10\|304147;2026-07-01\|302.51\|0.84\|300.00\|325.82\|295.50\|359003;2026-07-02\|262.04\|-13.38\|275.07\|284.45\|260.00\|457469;2026-07-03\|264.25\|0.84\|261.05\|274.94\|253.33\|323336;2026-07-06\|265.00\|0.28\|274.00\|283.45\|259.80\|387402;2026-07-07\|244.33\|-7.80\|257.06\|259.50\|239.00\|337346;2026-07-08\|244.09\|-0.10\|249.90\|263.00\|243.24\|327000;2026-07-09\|267.98\|9.79\|253.96\|267.99\|245.00\|411240;2026-07-10\|271.00\|1.13\|266.67\|283.10\|263.02\|434333;2026-07-13\|216.80\|-20.00\|244.90\|253.65\|216.80\|573961;2026-07-14\|230.89\|6.50\|216.00\|238.58\|206.00\|521478;2026-07-15\|221.20\|-4.20\|235.04\|242.89\|220.00\|425153;2026-07-16\|206.00\|-6.84\|203.33\|216.99\|199.00\|380529;2026-07-17\|174.10\|-15.49\|201.39\|203.50\|173.50\|440471;2026-07-20\|153.68\|-11.73\|180.99\|183.00\|147.09\|464869;2026-07-21\|176.98\|15.16\|160.00\|177.65\|140.10\|538492;2026-07-22\|166.60\|-5.87\|173.00\|185.87\|166.18\|446707;2026-07-23\|163.02\|-2.15\|172.04\|172.80\|161.83\|257298;2026-07-24\|161.59\|-0.88\|160.01\|166.80\|157.47\|264539;2026-07-27\|165.84\|2.63\|161.59\|166.20\|154.49\|273143;2026-07-28\|147.27\|-11.20\|158.06\|160.66\|145.56\|334231;2026-07-29\|145.50\|-1.20\|146.72\|147.60\|136.16\|330751;2026-07-30\|140.83\|-3.21\|145.03\|147.59\|134.28\|371606;2026-07-31\|145.79\|3.52\|158.00\|160.77\|145.79\|451999;2026-08-03\|134.03\|-8.07\|144.62\|145.00\|133.61\|313419;2026-08-04\|142.20\|6.10\|135.28\|143.40\|133.68\|300841;2026-08-05\|151.35\|6.43\|143.33\|154.29\|143.21\|350064;2026-08-06\|152.59\|0.82\|145.01\|156.38\|144.44\|310119;2026-08-07\|158.69\|4.00\|152.59\|160.78\|150.70\|366546;2026-08-10\|156.64\|-1.29\|159.50\|161.00\|151.80\|269665;2026-08-11\|158.00\|0.87\|154.00\|161.80\|153.30\|293818;2026-08-12\|163.80\|3.67\|160.01\|166.00\|155.60\|359550;2026-08-13\|157.43\|-3.89\|167.80\|169.29\|157.00\|386308;2026-08-14\|161.03\|2.29\|161.50\|163.18\|157.60\|258909;2026-08-17\|171.99\|6.81\|161.52\|171.99\|161.52\|357211;2026-08-18\|173.58\|0.92\|172.99\|177.82\|169.55\|353604;2026-08-19\|154.40\|-11.05\|165.07\|166.00\|152.80\|373088;2026-08-20\|157.15\|1.78\|157.70\|160.56\|154.60\|213646;2026-08-21\|158.10\|0.60\|157.16\|161.04\|154.60\|193279;2026-08-24\|153.00\|-3.23\|157.08\|157.89\|148.70\|196908;2026-08-25\|153.70\|0.46\|151.98\|155.43\|147.20\|149549;2026-08-26\|152.47\|-0.80\|154.79\|154.96\|148.70\|139649;2026-08-27\|165.33\|8.43\|153.93\|165.64\|153.33\|293733;2026-08-28\|172.10\|4.09\|166.20\|178.52\|166.04\|428240;2026-08-31\|178.00\|3.43\|170.00\|178.00\|168.04\|292409;2026-09-01\|169.65\|-4.69\|180.00\|180.00\|168.90\|231295;2026-09-02\|167.80\|-1.09\|166.04\|173.90\|165.04\|269750;2026-09-03\|175.61\|4.65\|170.00\|180.92\|169.00\|399897;2026-09-04\|164.85\|-6.13\|176.61\|177.50\|163.50\|307523;2026-09-07\|176.85\|7.28\|169.80\|177.88\|168.15\|329605;2026-09-08\|179.66\|1.59\|179.88\|187.52\|176.66\|379734;2026-09-09\|174.52\|-2.86\|181.30\|182.80\|172.74\|297230;2026-09-10\|173.18\|-0.77\|174.00\|179.05\|173.00\|212841;2026-09-11\|167.65\|-3.19\|169.68\|170.52\|163.01\|231732;2026-09-14\|161.38\|-3.74\|162.02\|165.99\|158.34\|203192;2026-09-15\|161.67\|0.18\|161.38\|164.68\|160.03\|175406;2026-09-16\|166.07\|2.72\|161.67\|166.58\|159.20\|202491;2026-09-17\|164.03\|-1.23\|164.00\|169.88\|163.57\|181840;2026-09-18\|174.32\|6.27\|168.69\|174.97\|165.80\|307808;2026-09-21\|183.20\|5.09\|177.18\|189.92\|176.66\|388586;2026-09-22\|181.20\|-1.09\|186.15\|187.00\|179.40\|255539;2026-09-23\|179.03\|-1.20\|183.80\|185.28\|178.75\|174175;2026-09-24\|172.87\|-3.44\|179.03\|180.06\|172.76\|150915;2026-09-28\|159.70\|-7.62\|170.07\|170.98\|158.47\|203120;2026-09-29\|160.20\|0.31\|158.01\|160.88\|156.88\|147976;2026-09-30\|153.24\|-4.34\|161.15\|161.78\|152.60\|165453;2026-10-08\|144.98\|-5.39\|153.61\|153.85\|143.30\|164812;2026-10-09\|135.09\|-6.82\|140.00\|141.60\|130.60\|303092;2026-10-12\|127.88\|-5.34\|132.68\|132.97\|127.83\|185690;2026-10-13\|128.65\|0.60\|121.10\|130.53\|120.66\|224870;2026-10-14\|121.91\|-5.24\|126.04\|127.63\|121.71\|165266;2026-10-15\|112.60\|-7.64\|116.80\|117.37\|111.55\|275650;2026-10-16\|111.70\|-0.80\|115.60\|115.98\|110.92\|213799;2026-10-19\|114.00\|2.06\|111.70\|115.87\|107.90\|246862;2026-10-20\|114.44\|0.39\|114.09\|116.69\|112.73\|217175;2026-10-21\|116.78\|2.04\|116.30\|118.88\|115.55\|216110;2026-10-22\|111.87\|-4.20\|116.73\|116.78\|110.87\|212555;2026-10-23\|114.68\|2.51\|109.00\|115.20\|105.00\|257965;2026-10-26\|109.06\|-4.90\|113.86\|113.86\|108.50\|183318;2026-10-27\|104.53\|-4.15\|111.20\|112.50\|104.44\|203804;2026-10-28\|109.41\|4.67\|110.34\|111.27\|105.88\|273843;2026-10-29\|100.61\|-8.04\|108.83\|109.19\|100.30\|257002;2026-10-30\|94.03\|-6.54\|95.14\|100.93\|93.93\|238100;2026-11-02\|94.29\|0.28\|95.61\|97.15\|92.15\|219467;2026-11-03\|87.18\|-7.54\|92.80\|93.41\|86.70\|275628;2026-11-04\|95.99\|10.11\|88.00\|96.86\|85.28\|343841;2026-11-05\|96.45\|0.48\|92.86\|98.86\|92.02\|233249
134391	隔夜美股芯片股走高	芯片电感+服务器电源+稀土永磁+业绩增长 1、据2026年4月16日投资者关系管理信息，公司已完成芯片电感高端市场、高端产品的重大突破，中标知名国际半导体客户新项目，多款电感产品已通过客户性能测试并收到小批量订单；据2025年年度报告，芯片电感元件是AI服务器电源产业链上游的核心零部件。 2、据2025年年度报告，公司是全球汽车与变频家电领域领先的磁性材料供应商，70%以上磁瓦产品面向汽车领域，已形成5万吨永磁铁氧体产能，构建“磁粉-磁芯-电感”垂直整合产业链。 3、据2026年4月27日公告，公司2026年一季度营收3.35亿元，同比增长30.43%；据2025年年度报告，2025年营收12.89亿元，同比增长10.18%，归母净利润1.68亿元，同比增长51.71%。	国内高性能永磁铁氧体湿压磁瓦主要生产企业之一；公司芯片电感二季度批量出货，已中标国际半导体客户新项目，产品用于AI服务器电源	2026-06-25\|253.15\|1.94\|238.36\|259.80\|225.88\|102042;2026-06-26\|242.36\|-4.26\|248.87\|262.00\|240.49\|62860;2026-06-29\|222.08\|-8.37\|243.28\|256.80\|219.00\|84256;2026-06-30\|229.49\|3.34\|226.52\|233.00\|217.56\|48628;2026-07-01\|222.60\|-3.00\|226.49\|228.50\|209.20\|85573;2026-07-02\|202.01\|-9.25\|210.00\|215.80\|198.99\|59662;2026-07-03\|190.50\|-5.70\|199.20\|200.00\|188.28\|70282;2026-07-06\|177.00\|-7.09\|192.01\|194.20\|175.02\|54761;2026-07-07\|168.80\|-4.63\|176.01\|178.88\|165.00\|42273;2026-07-08\|174.45\|3.35\|172.18\|178.42\|162.69\|63772;2026-07-09\|178.76\|2.47\|176.48\|179.28\|161.48\|60038;2026-07-10\|169.55\|-5.15\|179.48\|179.99\|169.15\|49836;2026-07-13\|164.01\|-3.27\|168.00\|171.00\|158.75\|52887;2026-07-14\|175.84\|7.21\|166.41\|175.88\|162.88\|46578;2026-07-15\|164.40\|-6.51\|178.94\|180.58\|162.98\|40868;2026-07-16\|155.02\|-5.71\|162.59\|166.00\|154.00\|35466;2026-07-17\|137.99\|-10.99\|153.62\|155.67\|135.70\|55150;2026-07-20\|126.60\|-8.25\|144.85\|145.98\|123.18\|63242;2026-07-21\|143.45\|13.31\|128.88\|143.64\|114.00\|84266;2026-07-22\|135.86\|-5.29\|145.45\|146.68\|134.87\|48786;2026-07-23\|142.00\|4.52\|138.04\|150.68\|134.60\|51092;2026-07-24\|134.73\|-5.12\|137.62\|140.97\|132.30\|32178;2026-07-27\|142.00\|5.40\|136.27\|142.00\|131.51\|35500;2026-07-28\|128.55\|-9.47\|139.03\|141.48\|126.84\|39443;2026-07-29\|132.17\|2.82\|130.86\|133.50\|124.06\|43903;2026-07-30\|118.63\|-10.24\|132.16\|133.41\|116.00\|45770;2026-07-31\|124.15\|4.65\|129.54\|133.78\|124.08\|43673;2026-08-03\|118.93\|-4.20\|124.77\|126.00\|117.70\|33045;2026-08-04\|128.06\|7.68\|120.00\|129.36\|118.94\|38670;2026-08-05\|138.70\|8.31\|126.67\|140.83\|126.00\|49974;2026-08-06\|142.08\|2.44\|137.92\|146.65\|135.00\|48352;2026-08-07\|147.92\|4.11\|142.74\|150.97\|140.25\|53547;2026-08-10\|147.67\|-0.17\|149.01\|149.63\|142.60\|29779;2026-08-11\|152.09\|2.99\|147.66\|159.04\|145.35\|43993;2026-08-12\|152.95\|0.57\|150.09\|154.59\|150.09\|26014;2026-08-13\|155.00\|1.34\|154.41\|164.36\|154.00\|36281;2026-08-14\|166.80\|7.61\|155.54\|167.00\|155.54\|39689;2026-08-17\|166.88\|0.05\|167.34\|168.00\|162.00\|32213;2026-08-18\|171.69\|2.88\|166.87\|173.00\|165.50\|31170;2026-08-19\|151.47\|-11.78\|167.00\|167.00\|150.00\|44402;2026-08-20\|157.26\|3.82\|155.01\|162.75\|153.81\|31825;2026-08-21\|159.32\|1.31\|156.87\|160.87\|155.03\|18727;2026-08-24\|156.52\|-1.76\|160.08\|162.60\|150.05\|32631;2026-08-25\|152.26\|-2.72\|153.91\|155.23\|147.87\|28430;2026-08-26\|151.00\|-0.83\|153.80\|155.01\|148.50\|19161;2026-08-27\|161.35\|6.85\|152.83\|166.98\|152.00\|40118;2026-08-28\|159.43\|-1.19\|161.35\|168.00\|159.34\|30913;2026-08-31\|165.30\|3.68\|154.95\|166.79\|154.95\|26931;2026-09-01\|160.95\|-2.63\|165.65\|165.65\|159.45\|21357;2026-09-02\|160.37\|-0.36\|159.00\|161.48\|156.07\|14778;2026-09-03\|164.00\|2.26\|164.00\|166.37\|160.87\|30341;2026-09-04\|154.20\|-5.98\|166.01\|167.07\|151.88\|37759;2026-09-07\|173.50\|12.52\|160.00\|174.47\|158.48\|62473;2026-09-08\|172.45\|-0.61\|172.80\|178.55\|171.00\|34835;2026-09-09\|176.30\|2.23\|173.20\|179.88\|173.20\|32318;2026-09-10\|169.49\|-3.86\|175.88\|176.99\|169.26\|23983;2026-09-11\|168.69\|-0.47\|165.62\|171.00\|159.60\|27968;2026-09-14\|177.81\|5.41\|165.88\|177.88\|162.58\|41824;2026-09-15\|175.20\|-1.47\|176.61\|178.50\|170.30\|32878;2026-09-16\|179.16\|2.26\|176.00\|181.80\|173.49\|27400;2026-09-17\|176.05\|-1.74\|177.11\|182.50\|175.60\|25064;2026-09-18\|187.00\|6.22\|179.14\|189.50\|178.50\|49699;2026-09-21\|192.66\|3.03\|190.00\|195.73\|183.38\|43800;2026-09-22\|193.22\|0.29\|195.00\|199.50\|187.00\|41023;2026-09-23\|193.20\|-0.01\|193.23\|197.00\|191.00\|24690;2026-09-24\|189.93\|-1.69\|191.00\|195.99\|186.00\|31372;2026-09-28\|185.78\|-2.19\|189.81\|194.46\|180.78\|29641;2026-09-29\|194.21\|4.54\|184.99\|197.68\|184.70\|35175;2026-09-30\|187.21\|-3.60\|193.81\|195.00\|186.66\|24987;2026-10-08\|178.18\|-4.82\|187.80\|192.98\|172.66\|30493;2026-10-09\|179.87\|0.95\|176.32\|181.98\|165.19\|35512;2026-10-12\|172.29\|-4.21\|178.25\|179.30\|167.28\|24149;2026-10-13\|177.00\|2.73\|170.08\|181.88\|167.13\|29084;2026-10-14\|169.03\|-4.50\|176.99\|177.89\|169.00\|22823;2026-10-15\|161.42\|-4.50\|160.01\|167.91\|157.18\|23518;2026-10-16\|161.99\|0.35\|167.00\|169.30\|160.62\|14688;2026-10-19\|156.88\|-3.15\|161.36\|164.00\|153.26\|20190;2026-10-20\|163.35\|4.12\|155.53\|166.88\|154.37\|20251;2026-10-21\|164.86\|0.92\|165.03\|168.50\|163.50\|16109;2026-10-22\|155.10\|-5.92\|164.86\|165.94\|155.04\|16299;2026-10-23\|162.00\|4.45\|151.46\|162.02\|139.66\|36340;2026-10-26\|148.92\|-8.07\|160.01\|161.48\|148.80\|25566;2026-10-27\|141.70\|-4.85\|149.00\|153.00\|141.43\|20933;2026-10-28\|150.09\|5.92\|144.52\|152.99\|138.20\|24483;2026-10-29\|136.30\|-9.19\|150.00\|150.00\|135.88\|21999;2026-10-30\|127.00\|-6.82\|132.88\|137.69\|124.52\|35526;2026-11-02\|120.31\|-5.27\|129.42\|130.85\|119.41\|31018;2026-11-03\|106.18\|-11.74\|120.01\|120.01\|104.53\|46242;2026-11-04\|117.06\|10.25\|107.11\|117.06\|99.50\|62726;2026-11-05\|115.88\|-1.01\|113.60\|120.52\|111.30\|26936
134390	隔夜美股芯片股走高	存储芯片+AI端侧+业绩爆发行业原因： 1、近日，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。 2、招商证券5月5日研报指出，AI拉动HBM与eSSD需求，DRAM、NAND现货价格近期大幅跳涨，存储超级周期逻辑强化。公司原因： 1、据2026年4月28日年报及互动易，2025年营收227.66亿元、净利14.23亿元，同比增185%；2026Q1营收99.09亿元、净利38.62亿元，同比扭亏并增26倍。 2、据2026年3月30日投资者关系记录表，UFS4.1已切入多家全球头部手机厂，超薄ePOP5x、mSSD等新品批量用于AI眼镜、AI PC，锁定AI端侧高景气。 3、据2026年4月28日年报，公司与长江存储、长鑫存储续签长期供货协议，库存180亿元保障UFS4.1等高端产品2026年持续放量。	综合性半导体存储巨头，自研多种闪存主控芯片，推出PTM全栈定制化服务，覆盖芯片设计到测试制造全流程，应用于智能穿戴设备等领域	2026-11-04\|223.00\|10.29\|204.18\|224.35\|200.18\|181393;2026-11-05\|226.20\|1.43\|215.01\|231.31\|214.96\|115690
134389	隔夜美股芯片股走高	“CPU+DCU”+AI算力+一季报高增行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、英特尔、AMD大涨验证CPU需求。据2026年4月21日互动易，公司坚持 “CPU+DCU” 双芯战略，公司与字节跳动等互联网企业在算力产品适配、场景化应用等方面开展合作。DCU方面，公司发布自研软件栈的最新升级并宣布全面开放，为超节点及分布式训练、推理提供软硬件耦合支撑。 2、DeepSeek全新系列模型DeepSeek-V4的预览版本正式上线。据2026年4月21日互动易，在AI算力领域，海光已打造出全栈软硬件协同体系，并与DeepSeek、Qwen3、ChatGPT、混元、智谱等365款主流大模型完成全面适配与联合精调，覆盖全球99%非闭源大模型。 3、据2026年4月8日一季报，公司营收40.34亿元、归母净利润6.87亿元，分别同比增长68.06%、35.82%，在AI算力爆发与数字基建升级的双重驱动下，市场需求持续增长。	国产CPU、GPU龙头，国内稀缺的DCU设计厂商	2026-11-04\|187.50\|10.29\|168.30\|188.81\|166.99\|27623283;2026-11-05\|192.55\|2.69\|184.00\|195.90\|183.00\|17001925
134388	隔夜美股芯片股走高		1、全球领先的金属软磁粉芯生产商和服务提供商；公司金属软磁材料制造的芯片电感适用于新一代内存，研发的金属软磁粉芯电感性能指标领先，已进入小批量测评； 2、公司聚焦 “金属软磁粉末 - 磁粉芯 - 电感元件” 全产业链，核心产品为金属软磁粉芯、芯片电感等典型被动元件，广泛应用于消费电子、汽车电子等领域	2026-06-25\|99.45\|2.96\|97.50\|100.88\|94.53\|249034;2026-06-26\|94.93\|-4.54\|98.97\|103.81\|94.80\|274171;2026-06-29\|93.48\|-1.53\|95.16\|101.71\|89.52\|276754;2026-06-30\|94.89\|1.51\|92.08\|95.88\|91.93\|199887;2026-07-01\|100.65\|6.07\|96.82\|105.00\|93.32\|363258;2026-07-02\|92.53\|-8.07\|95.55\|99.30\|91.50\|232325;2026-07-03\|87.40\|-5.54\|91.00\|93.16\|87.30\|209991;2026-07-06\|87.90\|0.57\|89.90\|91.45\|82.44\|224369;2026-07-07\|85.26\|-3.00\|86.90\|90.58\|83.88\|130187;2026-07-08\|83.40\|-2.18\|86.78\|87.93\|80.51\|136120;2026-07-09\|90.40\|8.39\|85.88\|91.47\|85.26\|186796;2026-07-10\|84.93\|-6.05\|91.01\|91.90\|84.85\|169840;2026-07-13\|78.52\|-7.55\|84.66\|85.73\|78.00\|162227;2026-07-14\|80.79\|2.89\|79.07\|81.93\|77.00\|124114;2026-07-15\|79.45\|-1.66\|83.50\|84.54\|78.50\|119621;2026-07-16\|73.50\|-7.49\|78.01\|78.99\|72.60\|140191;2026-07-17\|65.42\|-10.99\|73.50\|73.50\|65.30\|165751;2026-07-20\|60.10\|-8.13\|68.01\|68.50\|58.03\|198748;2026-07-21\|65.50\|8.98\|61.90\|65.79\|54.30\|201785;2026-07-22\|65.27\|-0.35\|66.00\|69.30\|64.48\|175185;2026-07-23\|64.71\|-0.86\|65.52\|68.28\|64.18\|123758;2026-07-24\|63.19\|-2.35\|63.59\|65.08\|62.02\|104616;2026-07-27\|65.20\|3.18\|63.39\|65.25\|61.99\|111127;2026-07-28\|59.64\|-8.53\|62.70\|63.78\|59.00\|132815;2026-07-29\|59.96\|0.54\|59.88\|60.95\|55.60\|163222;2026-07-30\|55.13\|-8.06\|59.71\|59.93\|54.35\|138145;2026-07-31\|58.09\|5.37\|59.83\|64.00\|57.90\|208865;2026-08-03\|57.31\|-1.34\|58.10\|59.48\|56.24\|117691;2026-08-04\|63.73\|11.20\|61.00\|64.00\|58.40\|199827;2026-08-05\|68.17\|6.97\|63.73\|68.91\|63.00\|186694;2026-08-06\|68.73\|0.82\|68.34\|69.68\|66.00\|128846;2026-08-07\|70.98\|3.27\|68.80\|72.10\|68.00\|138334;2026-08-10\|70.48\|-0.70\|71.92\|75.42\|68.40\|152420;2026-08-11\|72.60\|3.01\|69.19\|74.90\|69.19\|168100;2026-08-12\|74.51\|2.63\|72.83\|76.20\|72.83\|141513;2026-08-13\|74.79\|0.38\|76.08\|79.99\|74.00\|183416;2026-08-14\|78.17\|4.52\|75.71\|78.69\|74.92\|134556;2026-08-17\|80.48\|2.96\|78.50\|80.70\|77.63\|117200;2026-08-18\|82.39\|2.37\|80.59\|83.83\|80.00\|134171;2026-08-19\|74.04\|-10.13\|79.79\|79.80\|73.34\|186764;2026-08-20\|76.93\|3.90\|76.00\|78.69\|75.00\|131134;2026-08-21\|77.30\|0.48\|76.61\|78.88\|75.15\|92326;2026-08-24\|74.28\|-3.91\|77.31\|77.68\|72.25\|127471;2026-08-25\|75.22\|1.27\|73.73\|75.80\|71.27\|91445;2026-08-26\|74.58\|-0.85\|78.59\|79.00\|72.69\|100542;2026-08-27\|78.87\|5.75\|75.49\|79.89\|74.78\|133984;2026-08-28\|78.55\|-0.41\|79.80\|80.88\|78.22\|101806;2026-08-31\|79.30\|0.95\|76.23\|79.80\|76.00\|99651;2026-09-01\|75.66\|-4.59\|79.51\|79.60\|75.60\|95017;2026-09-02\|73.21\|-3.24\|74.74\|74.74\|72.60\|92791;2026-09-03\|75.40\|2.99\|74.17\|76.64\|73.02\|95700;2026-09-04\|72.46\|-3.90\|75.80\|77.22\|71.94\|81877;2026-09-07\|84.50\|16.62\|73.95\|85.31\|73.95\|253706;2026-09-08\|81.60\|-3.43\|84.40\|85.79\|80.90\|157707;2026-09-09\|83.01\|1.73\|82.19\|85.29\|81.78\|142881;2026-09-10\|82.20\|-0.98\|82.02\|83.31\|80.29\|100685;2026-09-11\|82.20\|0.00\|80.60\|83.14\|78.60\|161349;2026-09-14\|83.50\|1.58\|80.13\|84.67\|78.30\|192581;2026-09-15\|83.58\|0.10\|83.00\|85.58\|82.36\|132623;2026-09-16\|84.45\|1.04\|83.74\|85.26\|82.74\|109751;2026-09-17\|81.90\|-3.02\|83.83\|84.88\|81.75\|96730;2026-09-18\|84.69\|3.41\|83.04\|85.78\|81.90\|125854;2026-09-21\|85.42\|0.86\|86.50\|86.80\|84.30\|108044;2026-09-22\|86.45\|1.21\|87.01\|89.76\|86.11\|150095;2026-09-23\|86.82\|0.43\|87.50\|88.05\|85.33\|89625;2026-09-24\|83.28\|-4.08\|86.12\|86.50\|83.14\|86025;2026-09-28\|78.00\|-6.34\|83.02\|83.27\|76.88\|142323;2026-09-29\|80.62\|3.36\|77.30\|81.56\|77.00\|74192;2026-09-30\|78.55\|-2.57\|81.03\|81.30\|78.20\|62775;2026-10-08\|76.05\|-3.18\|78.56\|79.75\|75.16\|75427;2026-10-09\|71.88\|-5.48\|74.86\|75.60\|68.98\|148112;2026-10-12\|68.79\|-4.30\|71.40\|71.50\|68.00\|89985;2026-10-13\|69.71\|1.34\|66.00\|71.27\|65.00\|96349;2026-10-14\|68.26\|-2.08\|69.65\|71.00\|67.89\|58776;2026-10-15\|64.41\|-5.64\|64.85\|65.88\|63.30\|86944;2026-10-16\|67.58\|4.92\|66.34\|69.34\|66.34\|113931;2026-10-19\|65.51\|-3.06\|66.50\|67.48\|63.50\|80718;2026-10-20\|68.11\|3.97\|65.40\|69.32\|64.50\|90486;2026-10-21\|69.77\|2.44\|68.99\|71.76\|68.13\|89046;2026-10-22\|67.67\|-3.01\|69.80\|70.20\|67.22\|77983;2026-10-23\|70.07\|3.55\|66.28\|70.59\|62.35\|149901;2026-10-26\|68.06\|-2.87\|70.02\|72.83\|67.80\|118400;2026-10-27\|65.60\|-3.61\|69.39\|70.47\|65.60\|75470;2026-10-28\|72.26\|10.15\|68.87\|72.66\|68.87\|150346;2026-10-29\|67.51\|-6.57\|72.26\|72.26\|67.50\|121173;2026-10-30\|64.54\|-4.40\|66.21\|69.25\|63.03\|136014;2026-11-02\|63.61\|-1.44\|65.45\|67.00\|63.36\|134382;2026-11-03\|59.10\|-7.09\|62.93\|63.30\|58.86\|131944;2026-11-04\|65.19\|10.30\|59.88\|65.19\|58.39\|156285;2026-11-05\|63.01\|-3.34\|63.27\|64.80\|61.34\|100950
134387	隔夜美股芯片股走高	电子大宗气体+氦气涨价+广州国资+一季报增长行业原因：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6月22日投资者关系活动记录表，因中东地缘局势及俄罗斯出口管制等影响，全球氦气现货价格出现明显波动，供应链运行受到巨大冲击，目前全球氦气供应紧张；公司已构建涵盖中东、北美、欧洲的多渠道货源，是国内唯一实现大批量、长期稳定协议及多区域气源集中采购的内资气体企业，可有效对冲外部扰动，保障业务稳定运作。 2、据2026年4月25日披露的一季报，公司2026年一季度实现归母净利润9178.79万元，同比增长62.63%；一季度毛利率同比提升主要系多地电子大宗现场制气项目二期装置顺利投产，高毛利现场制气业务占比提升。 3、据2025年年度报告，公司是国内领先的电子大宗气体综合服务商，2025年电子大宗气体业务实现营收17.32亿元，同比增长16.41%，占主营业务收入比重达77.03%；2024年公司在半导体和面板领域新增现场制气项目市占率达41%，居全国第一。 4、公司实际控制人为广州市人民政府国有资产监督管理委员会。	国内极少数超高纯电子大宗气体综合性服务商，国内最大高纯氦气厂商之一，与韩国AF E&C签署战略合作，联合开发半导体超高纯制氮方案	2026-11-04\|25.54\|10.32\|23.40\|25.80\|22.71\|32702832;2026-11-05\|27.02\|5.79\|24.98\|28.11\|24.82\|22721719
134386	隔夜美股芯片股走高	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	2026-06-25\|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\|131950;2026-07-13\|1390.00\|-0.71\|1421.40\|1504.96\|1363.00\|164764;2026-07-14\|1411.00\|1.51\|1410.00\|1425.98\|1315.00\|136598;2026-07-15\|1347.46\|-4.50\|1420.00\|1425.00\|1334.00\|94702;2026-07-16\|1279.22\|-5.06\|1305.90\|1357.77\|1261.00\|132087;2026-07-17\|1190.58\|-6.93\|1268.00\|1278.00\|1156.00\|166501;2026-07-20\|1209.00\|1.55\|1240.00\|1278.53\|1167.00\|161400;2026-07-21\|1350.02\|11.66\|1260.00\|1357.46\|1208.00\|171844;2026-07-22\|1310.00\|-2.96\|1320.66\|1382.80\|1285.00\|132757;2026-07-23\|1249.00\|-4.66\|1336.00\|1336.00\|1233.00\|108612;2026-07-24\|1225.00\|-1.92\|1235.98\|1265.00\|1210.00\|85864;2026-07-27\|1241.02\|1.31\|1239.00\|1248.00\|1180.00\|84936;2026-07-28\|1128.00\|-9.11\|1202.61\|1226.00\|1091.00\|144422;2026-07-29\|1146.90\|1.68\|1153.00\|1166.66\|1071.91\|142465;2026-07-30\|1042.43\|-9.11\|1115.00\|1136.00\|1010.83\|188604;2026-07-31\|1106.00\|6.10\|1139.50\|1179.50\|1101.58\|162674;2026-08-03\|1028.00\|-7.05\|1100.00\|1105.00\|1015.00\|139771;2026-08-04\|1078.21\|4.88\|1041.00\|1097.87\|1019.00\|176299;2026-08-05\|1136.90\|5.44\|1088.00\|1161.94\|1080.01\|181931;2026-08-06\|1168.15\|2.75\|1103.00\|1185.00\|1095.00\|124785;2026-08-07\|1199.93\|2.72\|1168.15\|1210.00\|1145.02\|159489;2026-08-10\|1124.00\|-6.33\|1163.00\|1213.00\|1110.01\|207110;2026-08-11\|1090.64\|-2.97\|1100.00\|1123.99\|1070.00\|134160;2026-08-12\|1105.38\|1.35\|1095.98\|1134.55\|1092.00\|103077;2026-08-13\|1105.50\|0.01\|1130.00\|1170.00\|1100.55\|129918;2026-08-14\|1093.00\|-1.13\|1119.99\|1123.30\|1072.50\|101317;2026-08-17\|1156.00\|5.76\|1096.00\|1156.68\|1085.70\|139992;2026-08-18\|1162.50\|0.56\|1150.00\|1170.00\|1134.12\|108832;2026-08-19\|1050.49\|-9.64\|1130.56\|1138.00\|1038.39\|157464;2026-08-20\|1010.88\|-3.77\|1060.02\|1068.90\|995.00\|148554;2026-08-21\|1035.00\|2.39\|999.98\|1061.47\|996.00\|120333;2026-08-24\|969.05\|-6.37\|1035.00\|1039.00\|950.00\|172806;2026-08-25\|1010.48\|4.28\|970.00\|1029.24\|953.00\|125720;2026-08-26\|1020.00\|0.94\|1005.00\|1036.85\|1001.12\|97283;2026-08-27\|1048.00\|2.75\|1045.50\|1055.00\|1033.18\|91384;2026-08-28\|1046.63\|-0.13\|1050.00\|1090.71\|1042.01\|108604;2026-08-31\|1112.18\|6.26\|1015.50\|1115.00\|1015.00\|121956;2026-09-01\|1109.00\|-0.29\|1112.18\|1140.96\|1100.00\|95979;2026-09-02\|1108.00\|-0.09\|1087.81\|1130.00\|1084.90\|77132;2026-09-03\|1099.99\|-0.72\|1126.00\|1129.86\|1085.00\|65099;2026-09-04\|1072.00\|-2.54\|1115.00\|1120.00\|1063.41\|82828;2026-09-07\|1092.38\|1.90\|1077.75\|1104.99\|1050.00\|102029;2026-09-08\|1058.99\|-3.06\|1093.00\|1100.50\|1050.56\|86295;2026-09-09\|1054.96\|-0.38\|1067.00\|1070.19\|1045.99\|65453;2026-09-10\|1043.84\|-1.05\|1049.00\|1058.90\|1031.13\|56790;2026-09-11\|1040.00\|-0.37\|1020.99\|1047.33\|1006.00\|107648;2026-09-14\|1040.00\|0.00\|1020.00\|1048.98\|998.88\|83309;2026-09-15\|1075.79\|3.44\|1045.00\|1109.99\|1040.02\|107299;2026-09-16\|1136.01\|5.60\|1088.00\|1148.88\|1076.20\|133049;2026-09-17\|1105.99\|-2.64\|1130.00\|1137.00\|1103.52\|87104;2026-09-18\|1113.14\|0.65\|1123.01\|1154.79\|1103.59\|119646;2026-09-21\|1112.77\|-0.03\|1123.94\|1137.50\|1101.00\|75413;2026-09-22\|1121.00\|0.74\|1131.00\|1145.00\|1113.77\|86043;2026-09-23\|1103.08\|-1.60\|1121.00\|1126.00\|1100.56\|53642;2026-09-24\|1091.48\|-1.05\|1098.00\|1126.00\|1091.00\|65295;2026-09-28\|1020.00\|-6.55\|1075.00\|1080.00\|1020.00\|85333;2026-09-29\|1046.00\|2.55\|1023.81\|1053.20\|1013.00\|70754;2026-09-30\|1009.01\|-3.54\|1044.04\|1052.00\|998.80\|85888;2026-10-08\|981.00\|-2.78\|1000.00\|1028.33\|973.00\|91953;2026-10-09\|985.99\|0.51\|979.10\|998.50\|916.20\|113680;2026-10-12\|971.88\|-1.43\|976.00\|1016.66\|963.00\|83969;2026-10-13\|976.49\|0.47\|955.00\|998.80\|940.05\|85756;2026-10-14\|929.00\|-4.86\|971.03\|979.00\|924.00\|73781;2026-10-15\|897.17\|-3.43\|887.90\|908.00\|878.90\|105487;2026-10-16\|915.00\|1.99\|914.21\|926.98\|895.68\|74399;2026-10-19\|928.51\|1.48\|900.00\|948.00\|896.14\|89602;2026-10-20\|921.00\|-0.81\|915.93\|944.61\|885.00\|91736;2026-10-21\|916.42\|-0.50\|935.10\|944.04\|907.00\|63385;2026-10-22\|883.94\|-3.54\|925.00\|925.00\|882.00\|88814;2026-10-23\|932.20\|5.46\|870.00\|942.00\|833.93\|142638;2026-10-26\|968.00\|3.84\|930.00\|985.00\|908.10\|141950;2026-10-27\|912.98\|-5.68\|967.79\|967.79\|911.51\|81873;2026-10-28\|958.00\|4.93\|945.00\|966.60\|930.45\|94682;2026-10-29\|913.00\|-4.70\|944.17\|952.60\|901.68\|87564;2026-10-30\|880.00\|-3.61\|882.70\|920.00\|861.89\|91982;2026-11-02\|861.00\|-2.16\|907.61\|907.61\|836.00\|121923;2026-11-03\|767.93\|-10.81\|850.00\|850.00\|750.01\|182740;2026-11-04\|847.66\|10.38\|767.93\|850.00\|760.00\|15388049;2026-11-05\|844.98\|-0.32\|815.52\|881.88\|812.52\|9138581
134385	隔夜美股芯片股走高	射频前端+高端模组+海外客户 1、据2026年9月21日互动易，公司高端5G射频前端模组在国内外头部品牌客户持续放量，客户结构与毛利率水平逐步改善。 2、据2026年9月1日机构调研，海外安卓客户产品已于2026年上半年规模上量，新导入产品预计于三季度、四季度陆续出货。 3、据2026年8月31日半年报，公司Phase8L全集成L-PAMiD产品已在vivo X300s、X Fold6等旗舰机型规模量产。	公司是一家为智能手机、物联网等领域提供射频前端的芯片设计公司，主营业务为射频前端芯片及模组的研发、设计和销售	2026-06-25\|14.80\|-1.14\|15.08\|15.35\|14.56\|190491;2026-06-26\|14.41\|-2.64\|14.57\|14.90\|14.00\|203080;2026-06-29\|14.54\|0.90\|14.45\|14.79\|13.52\|241249;2026-06-30\|15.97\|9.83\|14.40\|16.03\|14.16\|309765;2026-07-01\|15.84\|-0.81\|16.26\|16.47\|15.69\|254588;2026-07-02\|15.38\|-2.90\|15.31\|16.37\|14.97\|242240;2026-07-03\|14.60\|-5.07\|15.38\|15.60\|14.57\|213473;2026-07-06\|15.58\|6.71\|14.80\|15.98\|14.37\|268675;2026-07-07\|15.85\|1.73\|15.73\|16.42\|15.25\|229631;2026-07-08\|15.61\|-1.51\|15.80\|16.08\|14.77\|203816;2026-07-09\|16.09\|3.08\|15.80\|16.15\|15.26\|226073;2026-07-10\|15.33\|-4.72\|16.00\|16.60\|15.27\|258886;2026-07-13\|14.09\|-8.09\|15.30\|15.66\|13.97\|255075;2026-07-14\|14.68\|4.19\|14.02\|15.14\|13.61\|275417;2026-07-15\|14.46\|-1.50\|14.88\|15.18\|14.06\|181660;2026-07-16\|13.58\|-6.09\|14.12\|14.76\|13.41\|226045;2026-07-17\|12.53\|-7.73\|13.41\|14.02\|12.40\|256001;2026-07-20\|10.99\|-12.29\|12.73\|12.75\|10.60\|233871;2026-07-21\|11.90\|8.28\|11.18\|12.14\|10.20\|237981;2026-07-22\|11.78\|-1.01\|11.80\|12.58\|11.64\|186531;2026-07-23\|11.45\|-2.80\|11.76\|11.88\|11.15\|120358;2026-07-24\|11.16\|-2.53\|11.15\|11.58\|11.06\|119916;2026-07-27\|11.53\|3.32\|11.01\|11.61\|10.77\|107246;2026-07-28\|11.08\|-3.90\|11.27\|11.65\|11.00\|88048;2026-07-29\|11.66\|5.23\|11.03\|11.80\|10.82\|152255;2026-07-30\|11.00\|-5.66\|11.50\|11.65\|10.90\|131979;2026-07-31\|11.32\|2.91\|11.44\|11.71\|11.23\|138482;2026-08-03\|11.18\|-1.24\|11.35\|11.40\|11.11\|70811;2026-08-04\|12.61\|12.79\|11.27\|13.00\|11.25\|251600;2026-08-05\|12.60\|-0.08\|12.55\|12.97\|12.37\|157582;2026-08-06\|13.50\|7.14\|12.50\|13.98\|12.25\|208183;2026-08-07\|14.11\|4.52\|13.66\|14.25\|13.28\|165414;2026-08-10\|14.83\|5.10\|14.40\|15.10\|14.22\|169341;2026-08-11\|14.52\|-2.09\|14.81\|15.10\|14.39\|125877;2026-08-12\|15.23\|4.89\|14.50\|15.33\|14.43\|136869;2026-08-13\|14.80\|-2.82\|15.30\|15.65\|14.75\|181679;2026-08-14\|14.77\|-0.20\|15.20\|15.51\|14.44\|151715;2026-08-17\|15.27\|3.39\|14.79\|15.63\|14.69\|162608;2026-08-18\|15.00\|-1.77\|15.20\|15.40\|14.72\|126797;2026-08-19\|14.07\|-6.20\|14.63\|14.96\|13.98\|153936;2026-08-20\|14.45\|2.70\|14.30\|14.83\|14.03\|125430;2026-08-21\|14.40\|-0.35\|14.32\|14.70\|14.15\|81798;2026-08-24\|13.75\|-4.51\|14.50\|14.61\|13.51\|139045;2026-08-25\|13.46\|-2.11\|13.68\|13.69\|13.20\|91871;2026-08-26\|13.44\|-0.15\|13.60\|13.74\|13.25\|84717;2026-08-27\|14.41\|7.22\|13.48\|14.48\|13.37\|122416;2026-08-28\|14.12\|-2.01\|14.35\|14.82\|14.07\|107109;2026-08-31\|13.82\|-2.12\|13.77\|14.00\|13.60\|95508;2026-09-01\|13.30\|-3.76\|13.80\|13.80\|13.18\|90488;2026-09-02\|13.20\|-0.75\|13.17\|13.33\|12.90\|82587;2026-09-03\|13.34\|1.06\|13.37\|13.58\|13.07\|85315;2026-09-04\|13.39\|0.37\|13.58\|14.20\|13.26\|165238;2026-09-07\|13.99\|4.48\|13.49\|14.37\|13.38\|161395;2026-09-08\|13.43\|-4.00\|13.89\|14.15\|13.40\|133326;2026-09-09\|13.57\|1.04\|13.40\|14.02\|13.39\|126447;2026-09-10\|13.39\|-1.33\|13.41\|13.77\|13.30\|80296;2026-09-11\|13.34\|-0.37\|13.31\|13.35\|12.59\|126905;2026-09-14\|13.40\|0.45\|13.08\|13.48\|13.02\|66514;2026-09-15\|13.25\|-1.12\|13.23\|13.52\|13.16\|52218;2026-09-16\|14.10\|6.42\|13.25\|14.24\|13.18\|124574;2026-09-17\|13.97\|-0.92\|14.01\|14.30\|13.87\|80446;2026-09-18\|14.18\|1.50\|14.20\|14.49\|14.05\|121158;2026-09-21\|14.19\|0.07\|14.24\|14.44\|14.14\|91027;2026-09-22\|14.43\|1.69\|14.39\|14.88\|14.35\|127711;2026-09-23\|17.32\|20.03\|14.46\|17.32\|14.46\|579728;2026-09-24\|17.58\|1.50\|17.00\|18.30\|16.70\|686927;2026-09-28\|16.59\|-5.63\|17.67\|18.15\|16.33\|469109;2026-09-29\|16.47\|-0.72\|16.79\|16.79\|16.12\|252547;2026-09-30\|16.28\|-1.15\|16.83\|17.30\|16.26\|234581;2026-10-08\|16.35\|0.43\|16.53\|17.79\|16.00\|357290;2026-10-09\|15.72\|-3.85\|16.25\|16.60\|14.81\|364866;2026-10-12\|14.56\|-7.38\|15.80\|15.80\|14.50\|228158;2026-10-13\|15.16\|4.12\|14.22\|15.58\|13.68\|272893;2026-10-14\|14.53\|-4.16\|15.12\|15.30\|14.50\|148698;2026-10-15\|13.78\|-5.16\|14.00\|14.21\|13.50\|154456;2026-10-16\|13.11\|-4.86\|14.12\|14.20\|12.93\|177000;2026-10-19\|13.06\|-0.38\|12.88\|13.12\|12.06\|182989;2026-10-20\|13.03\|-0.23\|12.78\|13.31\|12.66\|112008;2026-10-21\|13.20\|1.30\|13.19\|13.70\|13.04\|145381;2026-10-22\|12.32\|-6.67\|13.39\|13.39\|12.31\|137033;2026-10-23\|12.60\|2.27\|12.08\|12.80\|11.31\|239517;2026-10-26\|12.15\|-3.57\|12.33\|12.65\|12.05\|129286;2026-10-27\|11.62\|-4.36\|12.33\|12.45\|11.60\|112673;2026-10-28\|11.98\|3.10\|11.85\|12.16\|11.61\|131284;2026-10-29\|11.45\|-4.42\|11.90\|11.95\|11.41\|114248;2026-10-30\|10.60\|-7.42\|11.20\|11.49\|10.58\|170605;2026-11-02\|10.83\|2.17\|10.68\|11.08\|10.28\|150599;2026-11-03\|10.18\|-6.00\|10.63\|10.75\|10.08\|142770;2026-11-04\|11.24\|10.41\|10.15\|11.36\|9.88\|23621003;2026-11-05\|11.92\|6.05\|11.00\|12.11\|10.90\|15392884
134384	隔夜美股芯片股走高	半导体靶材+股东户数下降+一季报扭亏行业原因：英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年6月11日互动易，公司产品可应用于共封装光学、光通讯领域及玻璃基板。 2、据2026年6月11日互动易，公司截止2026年5月29日股东户数为28384户，较上期减少9298户，环比下降24.67%。 3、据2025年年度报告，公司多款金属及合金靶材已导入国内外头部晶圆制造及存储芯片客户并获得正式订单，产品覆盖逻辑芯片、存储芯片等四大关键领域。 4、据2026年4月28日公告，公司2026年一季度实现归母净利润1752.77万元，同比扭亏为盈。	公司掌握PVD镀膜材料关键技术，产品覆盖溅射靶材、蒸镀材料，可广泛用于半导体、光伏、光学光通信等领域，钙钛矿光伏电池空穴传输层用氧化镍靶材开发处于小批量测试阶段	2026-11-04\|38.61\|10.54\|35.25\|38.80\|34.57\|109721;2026-11-05\|39.15\|1.40\|37.64\|40.10\|37.64\|75209
134383	隔夜美股芯片股走高	半导体设备+液冷散热+铝合金压铸 1、据2026年4月24日年报，公司是行业内极少数实现可钎焊压铸技术从散热模拟仿真到高散热液冷产品规模化量产全流程覆盖的领军企业，2025年已向客户在5G-A基站上批量提供高散热效能的液冷通信结构件产品；据2025年11月26日投资者关系活动记录表，公司与钜量公司签订合作协议，拟共同开拓服务器液冷关键零部件市场。 2、据2026年4月24日年报，公司2025年5月设立全资子公司重庆渝莱昇精密科技有限公司，为客户提供包括真空腔体、机械臂等半导体设备精密零部件，是国内半导体领域头部客户的供应商；据2025年12月5日公告，公司已通过国内多家头部半导体设备厂商的合格供应商认证，将半导体业务作为第二增长曲线重点培育。 3、据2026年4月24日年报，公司是通信基站和储能壳体铝合金精密压铸件领域极具竞争力的企业之一，在5G基站大型结构件领域拥有先发优势。	1、公司拟将部分募集资金投向“半导体装备精密结构件建设项目”，已掌握关键零部件制造技术并实现批量供货，锁定第二增长曲线； 2、公司具有为固态电池提供箱体类铝合金精密压铸件产品的能力和技术储备	2026-11-04\|38.88\|10.58\|35.40\|38.96\|34.25\|83208;2026-11-05\|40.50\|4.17\|38.00\|41.91\|37.50\|49155
134382	隔夜美股芯片股走高	三季报高增+视觉芯片+端侧AI+供货机器人行业原因： 1、10月22日，在特斯拉最新第三季度财报电话会上，特斯拉CEO埃隆·马斯克正式对外披露，Optimus人形机器人已经在弗里蒙特工厂大批量产线开启早期生产。 2、10月22日，宇树科技CEO王兴兴表示，物理AI目前已经看到取得突破的苗头，快的话可能需要1至2年，慢的话可能需要2至3年。公司原因： 1、据2026年10月28日三季报，公司前三季度营收25.54亿元，同比增长123.94%；归母净利润7.75亿元，同比增长845.02%。 2、据2026年8月28日半年报，公司属于集成电路行业中的数字芯片设计企业，为业内领先的芯片设计公司之一，长期深耕视觉领域，是以视频为中心的芯片和完整解决方案提供商，致力于为客户提供高性能视频编解码SoC芯片（IPC以及NVRSoC芯片）、图像信号处理器ISP芯片、智能显示芯片、车载视频传输芯片及相应的完整产品解决方案，同时也提供技术开发、IC设计等专业技术服务。 3、据2026年8月11日互动易，公司芯片已供货人形机器人及工业机器人公司。	公司是国内领先的视频处理芯片设计企业，专注于安防视频监控、汽车电子等领域，其自研的智能安防与物联网 SoC 芯片、车规级 ISP 芯片等产品；前三季度净利润同比增长845.02%	2026-06-25\|80.10\|9.34\|74.58\|85.80\|74.00\|237028;2026-06-26\|76.67\|-4.28\|79.48\|81.39\|76.32\|187315;2026-06-29\|77.17\|0.65\|77.52\|80.50\|73.96\|179573;2026-06-30\|80.08\|3.77\|76.95\|80.15\|74.66\|186938;2026-07-01\|77.73\|-2.93\|78.83\|82.21\|76.97\|190785;2026-07-02\|74.15\|-4.61\|75.69\|77.66\|72.30\|164097;2026-07-03\|72.35\|-2.43\|74.13\|74.83\|71.51\|115883;2026-07-06\|71.70\|-0.90\|73.00\|73.37\|69.18\|108775;2026-07-07\|70.90\|-1.12\|71.18\|72.88\|69.35\|89572;2026-07-08\|70.81\|-0.13\|70.95\|72.50\|67.01\|115882;2026-07-09\|72.07\|1.78\|71.00\|72.17\|68.18\|123839;2026-07-10\|68.17\|-5.41\|72.11\|73.09\|68.10\|144535;2026-07-13\|64.65\|-5.16\|67.84\|69.12\|64.23\|113542;2026-07-14\|63.65\|-1.55\|64.95\|65.00\|59.50\|128921;2026-07-15\|59.96\|-5.80\|64.00\|64.60\|59.18\|107124;2026-07-16\|58.60\|-2.27\|58.77\|61.41\|58.00\|114238;2026-07-17\|51.41\|-12.27\|58.30\|58.60\|51.31\|136945;2026-07-20\|53.20\|3.48\|56.73\|56.90\|51.56\|186461;2026-07-21\|57.25\|7.61\|54.38\|57.44\|51.00\|188858;2026-07-22\|58.56\|2.29\|56.62\|60.93\|56.18\|186315;2026-07-23\|56.25\|-3.94\|59.61\|59.62\|55.90\|127953;2026-07-24\|58.38\|3.79\|54.99\|60.08\|54.81\|170060;2026-07-27\|59.80\|2.43\|57.97\|61.50\|56.95\|167757;2026-07-28\|57.86\|-3.24\|57.98\|60.00\|57.30\|108562;2026-07-29\|58.75\|1.54\|57.90\|59.85\|56.34\|130442;2026-07-30\|54.20\|-7.74\|57.80\|58.33\|53.10\|143387;2026-07-31\|56.23\|3.75\|57.60\|58.34\|56.17\|124425;2026-08-03\|67.48\|20.01\|67.47\|67.48\|67.46\|111966;2026-08-04\|70.30\|4.18\|69.00\|70.77\|64.10\|338190;2026-08-05\|70.86\|0.80\|69.39\|71.98\|68.76\|304303;2026-08-06\|71.24\|0.54\|69.10\|72.74\|68.84\|208200;2026-08-07\|74.25\|4.23\|70.60\|74.88\|70.60\|234003;2026-08-10\|74.15\|-0.13\|73.99\|74.75\|72.38\|156017;2026-08-11\|74.43\|0.38\|73.34\|75.73\|72.20\|151460;2026-08-12\|77.81\|4.54\|74.80\|78.66\|73.88\|182284;2026-08-13\|75.66\|-2.76\|78.18\|78.58\|75.62\|166076;2026-08-14\|75.91\|0.33\|76.62\|77.60\|74.20\|140851;2026-08-17\|78.41\|3.29\|75.16\|78.79\|74.80\|145305;2026-08-18\|76.18\|-2.84\|78.38\|78.38\|74.80\|129515;2026-08-19\|71.14\|-6.62\|74.50\|76.13\|70.88\|135862;2026-08-20\|70.85\|-0.41\|72.21\|72.82\|70.53\|89967;2026-08-21\|70.53\|-0.45\|70.45\|71.56\|69.80\|75280;2026-08-24\|68.40\|-3.02\|70.32\|70.80\|66.66\|83817;2026-08-25\|66.86\|-2.25\|67.30\|67.74\|64.58\|100122;2026-08-26\|65.96\|-1.35\|66.75\|67.30\|64.66\|99069;2026-08-27\|70.68\|7.16\|66.95\|71.22\|66.66\|144995;2026-08-28\|73.85\|4.49\|71.30\|76.15\|71.20\|207495;2026-08-31\|79.88\|8.17\|72.00\|79.89\|71.88\|218321;2026-09-01\|78.48\|-1.75\|78.46\|81.50\|78.19\|183005;2026-09-02\|77.13\|-1.72\|77.61\|79.25\|76.95\|123537;2026-09-03\|76.00\|-1.47\|77.69\|78.11\|74.60\|125047;2026-09-04\|72.37\|-4.78\|76.69\|76.83\|71.60\|135080;2026-09-07\|72.63\|0.36\|73.57\|73.79\|71.47\|130723;2026-09-08\|70.64\|-2.74\|72.31\|72.88\|70.17\|102880;2026-09-09\|70.30\|-0.48\|70.81\|73.08\|69.80\|100428;2026-09-10\|68.96\|-1.91\|69.77\|70.50\|68.81\|65170;2026-09-11\|66.99\|-2.86\|68.00\|68.11\|64.68\|95825;2026-09-14\|66.85\|-0.21\|66.05\|67.50\|65.01\|75989;2026-09-15\|67.12\|0.40\|67.27\|68.71\|66.52\|85218;2026-09-16\|73.75\|9.88\|67.13\|75.60\|66.58\|176289;2026-09-17\|74.91\|1.57\|73.42\|76.10\|73.02\|164643;2026-09-18\|79.80\|6.53\|76.84\|80.50\|75.53\|180494;2026-09-21\|82.32\|3.16\|80.96\|83.50\|80.20\|181783;2026-09-22\|83.74\|1.73\|83.05\|86.88\|82.60\|169402;2026-09-23\|86.59\|3.40\|83.49\|87.02\|82.80\|135711;2026-09-24\|86.88\|0.33\|86.70\|89.88\|86.10\|126112;2026-09-28\|82.04\|-5.57\|86.70\|86.80\|81.39\|146469;2026-09-29\|82.52\|0.59\|82.45\|83.00\|80.13\|107327;2026-09-30\|80.80\|-2.08\|83.55\|83.78\|80.58\|91936;2026-10-08\|72.39\|-10.41\|80.78\|80.79\|71.75\|146876;2026-10-09\|75.18\|3.85\|72.50\|76.75\|70.88\|208683;2026-10-12\|73.99\|-1.58\|74.43\|75.83\|71.75\|127830;2026-10-13\|73.00\|-1.34\|72.07\|74.18\|69.70\|134485;2026-10-14\|74.85\|2.53\|75.04\|77.04\|74.58\|176526;2026-10-15\|71.45\|-4.54\|72.11\|75.29\|70.14\|158955;2026-10-16\|65.73\|-8.01\|72.98\|73.10\|64.53\|214031;2026-10-19\|63.74\|-3.03\|64.64\|65.20\|60.18\|148895;2026-10-20\|67.73\|6.26\|63.44\|69.09\|61.60\|154065;2026-10-21\|68.06\|0.49\|68.20\|69.88\|67.60\|115537;2026-10-22\|65.01\|-4.48\|67.85\|68.33\|65.01\|114045;2026-10-23\|69.30\|6.60\|63.86\|69.84\|60.99\|180119;2026-10-26\|65.61\|-5.32\|68.04\|68.61\|65.25\|133322;2026-10-27\|60.40\|-7.94\|66.59\|66.86\|60.03\|148154;2026-10-28\|72.48\|20.00\|66.00\|72.48\|66.00\|149220;2026-10-29\|69.23\|-4.48\|73.92\|76.79\|69.00\|354290;2026-10-30\|68.20\|-1.49\|67.19\|72.80\|66.68\|283913;2026-11-02\|65.99\|-3.24\|69.51\|70.00\|65.22\|280266;2026-11-03\|62.00\|-6.05\|64.86\|65.00\|61.83\|210201;2026-11-04\|68.56\|10.58\|62.06\|69.48\|60.15\|292229;2026-11-05\|71.13\|3.75\|66.80\|72.96\|66.39\|203612

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