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
134381	隔夜美股芯片股走高	HITS先进封装+存储芯片+显示驱动封测行业原因：据财闻6月23日消息，花旗近日大幅上调长电科技、通富微电、华天科技目标价，其核心判断是封测行业已从周期性服务提供商转变为先进封装的关键赋能者，在AI和HPC驱动下进入前所未有的超级景气周期，行业估值基准被重塑。公司原因： 1、据2026年6月18日公告，公司拟出资4亿元与关联方共同设立合资公司合肥晶瑞旺科技有限公司，布局HITS先进封装工艺平台，旨在把握人工智能及高性能计算领域的市场增长机遇。 2、据2026年3月20日年报，公司2025年以战略投资方式切入DRAM封测业务，形成“显示+存储”双轮驱动格局，投资标的鑫丰科技为境内少数具备LPDDR5量产封装能力的厂商。 3、据2026年3月20日年报，公司是全球少数可以实现显示驱动芯片封装测试服务一体化的企业，已跻身全球显示驱动芯片封测领域第一梯队，2025年营收达178,313.55万元，同比增长18.79%。	国内显示驱动芯片封测领域龙头，以前段金凸块制造为核心，具备显示驱动芯片全制程封装测试综合服务能力	2026-11-04\|15.00\|10.62\|13.70\|15.03\|13.30\|46424179;2026-11-05\|15.53\|3.53\|14.41\|16.13\|14.37\|32169427
134380	隔夜美股芯片股走高	先进封装+长鑫+光刻胶+电镀液行业原因： 1、据财闻7月6日报道，华为发布“韬定律”V2版论文，明确“逻辑折叠”为后摩尔时代芯片性能提升的核心路径，单元级3D垂直堆叠与超细间距混合键合使先进封装成为关键技术支撑。 2、中国银河7月2日研报指出，国产AI芯片、存储厂商转向大陆封测厂做2.5D、HBM封装，国产先进封装自给率提升空间大。公司原因： 1、据2025年年度报告及2026年6月17日投资者关系活动记录表，公司聚焦先进封装与晶圆制造，构建“电镀液+光刻胶”双核心赛道，产品覆盖HBM、TSV等先进封装工艺，先进制程钴电镀液已通过客户认证并实现小批量量产供货。 2、据2025年年度报告，公司RDL/Bumping/TSV全工艺材料解决方案已覆盖90%以上国内封装厂，多款产品进入规模性商业化阶段；据2025年9月29日互动易，公司先进封装负性光刻胶可用于HBM存储芯片封装并已稳定量产。 3、据2025年12月31日互动易，长鑫存储和长江存储是公司的客户。	公司现有量产产品“先进封装负性光刻胶”、“电镀铜基液”、“铜钛蚀刻液”以及客户认证中的“电镀锡银添加剂”等产品可以用于存储芯片封装	2026-06-25\|88.20\|2.68\|87.32\|90.88\|85.04\|74232;2026-06-26\|94.26\|6.87\|89.00\|97.98\|87.32\|92409;2026-06-29\|96.00\|1.85\|95.00\|98.60\|88.00\|106796;2026-06-30\|101.00\|5.21\|97.20\|101.22\|93.25\|97696;2026-07-01\|94.42\|-6.51\|99.17\|101.88\|94.21\|101120;2026-07-02\|91.38\|-3.22\|90.07\|101.00\|88.10\|86087;2026-07-03\|87.88\|-3.83\|91.38\|93.00\|87.00\|68142;2026-07-06\|85.75\|-2.42\|90.78\|92.75\|82.50\|64789;2026-07-07\|86.75\|1.17\|85.00\|88.32\|83.38\|50593;2026-07-08\|88.00\|1.44\|87.27\|90.83\|81.00\|65483;2026-07-09\|105.60\|20.00\|90.00\|105.60\|89.03\|114530;2026-07-10\|105.33\|-0.26\|110.99\|120.00\|105.00\|159233;2026-07-13\|96.22\|-8.65\|103.98\|107.99\|94.68\|109548;2026-07-14\|94.62\|-1.66\|94.73\|98.80\|89.00\|79465;2026-07-15\|87.20\|-7.84\|96.51\|97.00\|84.70\|88089;2026-07-16\|76.72\|-12.02\|84.34\|86.00\|76.00\|80596;2026-07-17\|66.56\|-13.24\|75.99\|77.52\|66.09\|89801;2026-07-20\|61.81\|-7.14\|69.30\|74.27\|59.50\|117570;2026-07-21\|72.59\|17.44\|64.23\|72.88\|56.79\|127195;2026-07-22\|68.14\|-6.13\|70.45\|74.18\|67.23\|93249;2026-07-23\|66.33\|-2.66\|68.67\|69.56\|65.43\|52024;2026-07-24\|65.23\|-1.66\|65.00\|67.55\|64.01\|58542;2026-07-27\|69.01\|5.79\|65.50\|69.01\|62.06\|64419;2026-07-28\|60.85\|-11.82\|63.16\|70.10\|60.50\|84294;2026-07-29\|57.46\|-5.57\|60.85\|62.00\|53.58\|100054;2026-07-30\|50.99\|-11.26\|57.20\|58.38\|50.90\|90765;2026-07-31\|53.35\|4.63\|56.05\|58.00\|53.26\|78938;2026-08-03\|49.13\|-7.91\|52.73\|53.49\|48.88\|77415;2026-08-04\|54.30\|10.52\|49.99\|55.29\|49.19\|72845;2026-08-05\|60.15\|10.77\|54.20\|60.46\|54.20\|83986;2026-08-06\|62.38\|3.71\|59.15\|63.58\|58.87\|70980;2026-08-07\|65.70\|5.32\|62.00\|66.06\|61.09\|68368;2026-08-10\|66.47\|1.17\|65.75\|67.09\|64.27\|58264;2026-08-11\|65.15\|-1.99\|66.00\|66.49\|63.09\|46003;2026-08-12\|66.65\|2.30\|65.58\|67.30\|64.63\|35351;2026-08-13\|64.82\|-2.75\|67.98\|68.80\|64.50\|45371;2026-08-14\|66.22\|2.16\|65.89\|66.58\|64.15\|36852;2026-08-17\|72.69\|9.77\|66.87\|72.88\|65.93\|56182;2026-08-18\|74.10\|1.94\|72.50\|74.60\|71.46\|59852;2026-08-19\|67.38\|-9.07\|71.01\|73.88\|66.88\|65636;2026-08-20\|67.05\|-0.49\|69.80\|69.80\|66.02\|52692;2026-08-21\|67.34\|0.43\|67.00\|68.56\|65.31\|33989;2026-08-24\|65.30\|-3.03\|67.02\|68.15\|63.13\|44947;2026-08-25\|64.60\|-1.07\|64.01\|65.56\|61.04\|39999;2026-08-26\|63.82\|-1.21\|65.48\|65.48\|61.00\|41521;2026-08-27\|66.24\|3.79\|64.62\|66.80\|62.90\|46786;2026-08-28\|63.33\|-4.39\|65.90\|67.15\|63.30\|37563;2026-08-31\|64.75\|2.24\|61.75\|65.01\|61.00\|36005;2026-09-01\|62.09\|-4.11\|64.78\|65.80\|61.50\|35778;2026-09-02\|60.10\|-3.21\|61.00\|62.00\|59.58\|30526;2026-09-03\|60.21\|0.18\|60.68\|61.30\|59.01\|31542;2026-09-04\|57.55\|-4.42\|61.22\|61.79\|57.00\|37982;2026-09-07\|60.47\|5.07\|58.50\|61.38\|57.89\|42170;2026-09-08\|59.77\|-1.16\|60.18\|62.00\|59.44\|30999;2026-09-09\|60.86\|1.82\|60.28\|63.88\|60.00\|46916;2026-09-10\|60.46\|-0.66\|60.50\|61.83\|59.00\|26868;2026-09-11\|58.80\|-2.75\|59.40\|59.82\|56.00\|35664;2026-09-14\|59.32\|0.88\|58.00\|59.75\|56.89\|26911;2026-09-15\|60.48\|1.96\|59.00\|61.96\|58.59\|33286;2026-09-16\|63.72\|5.36\|60.70\|64.29\|59.80\|41498;2026-09-17\|64.29\|0.89\|63.88\|66.58\|63.51\|42858;2026-09-18\|67.68\|5.27\|65.99\|68.19\|64.73\|53347;2026-09-21\|68.99\|1.94\|68.57\|69.98\|67.68\|41677;2026-09-22\|67.59\|-2.03\|70.88\|70.88\|67.10\|41866;2026-09-23\|70.03\|3.61\|67.93\|70.72\|67.90\|37028;2026-09-24\|67.80\|-3.18\|70.02\|70.58\|67.76\|26626;2026-09-28\|63.55\|-6.27\|68.05\|68.05\|63.17\|35036;2026-09-29\|65.64\|3.29\|63.54\|66.90\|62.78\|37989;2026-09-30\|62.03\|-5.50\|67.43\|67.43\|61.88\|34636;2026-10-08\|58.70\|-5.37\|61.46\|64.30\|58.03\|39496;2026-10-09\|56.43\|-3.87\|58.72\|58.88\|53.00\|47593;2026-10-12\|55.33\|-1.95\|56.00\|57.97\|53.75\|35189;2026-10-13\|55.55\|0.40\|53.50\|56.77\|51.00\|40853;2026-10-14\|52.55\|-5.40\|55.24\|55.60\|52.12\|27334;2026-10-15\|50.62\|-3.67\|49.96\|51.76\|49.01\|38186;2026-10-16\|50.20\|-0.83\|53.00\|53.37\|49.50\|35792;2026-10-19\|48.86\|-2.67\|49.50\|50.36\|46.62\|35130;2026-10-20\|50.02\|2.37\|48.50\|51.58\|47.72\|30150;2026-10-21\|49.90\|-0.24\|50.32\|51.65\|49.59\|24556;2026-10-22\|47.10\|-5.61\|50.01\|50.68\|46.91\|31513;2026-10-23\|48.62\|3.23\|46.12\|48.95\|43.10\|45793;2026-10-26\|46.21\|-4.96\|47.74\|48.30\|46.01\|29491;2026-10-27\|43.70\|-5.43\|47.00\|47.97\|43.64\|35162;2026-10-28\|46.60\|6.64\|44.98\|46.93\|44.25\|40509;2026-10-29\|43.60\|-6.44\|46.50\|46.65\|43.50\|31224;2026-10-30\|41.00\|-5.96\|42.00\|44.57\|40.80\|40192;2026-11-02\|43.36\|5.76\|41.60\|44.19\|40.50\|44569;2026-11-03\|40.68\|-6.18\|43.36\|43.36\|40.51\|33341;2026-11-04\|45.03\|10.69\|41.03\|45.29\|39.70\|6524434;2026-11-05\|46.38\|3.00\|43.00\|47.42\|43.00\|4858972
134379	隔夜美股芯片股走高	六氟化钨+存储芯片+电子化学品行业原因： 1、闪迪2026财年Q4营收89.6亿美元同比增372%，西部数据Q4营收37.5亿美元同比增44%，两大存储巨头业绩超预期印证AI驱动需求强劲。 2、据TrendForce集邦咨询最新报告，2027年DRAM供应与需求缺口将扩大，三大存储原厂提前完成2027年DRAM与HBM产能分配，产能已售罄仅能满足下游60%-70%需求，供给紧张格局延续。公司原因： 1、据2026年6月22日公告，公司关注到市场传闻涉及“六氟化钨海外断供”、“六氟化钨价格暴涨”等事项，但澄清高纯六氟化钨目前尚未签署新的任何具有法律约束力的长期或大额实质性订单，该产品由控股子公司博瑞中硝生产，目前产能为600吨且暂无扩产计划。 2、据2024年3月28日公告，公司是国内少数能为逻辑芯片、存储芯片制造稳定批量供应电子级硝酸的企业，产品已在中芯国际、长江存储、SK海力士等多家客户批量供货。 3、据2025年年度报告，公司主要从事电子湿化学品、电子特种气体、前驱体材料的研发、生产和销售，是国内少数同时生产三类产品的企业之一。	公司主要从事电子湿化学品、电子特种气体和前驱体材料，为逻辑芯片、存储芯片制造稳定批量供应电子级硝酸，六氟化钨目前产能为600吨/年	2026-11-04\|16.86\|10.92\|15.38\|16.96\|15.06\|51754002;2026-11-05\|17.27\|2.43\|16.40\|17.70\|16.29\|44932860
134378	隔夜美股芯片股走高	业绩预增+FPGA+存储芯片 1、据2026年10月16日业绩预告，公司预计前三季度营收34.5亿至36.5亿元、归母净利润9.5亿至11.5亿元，同比分别增长14.07%至20.68%、187.63%至248.18%；各产品线收入与综合毛利率均增长，第三季度经营延续良好态势。 2、据2026年9月投资者关系记录表，公司上半年FPGA产品线营收约7.40亿元，FPAI产品相关收入快速增长，并配套提供FPGA开发智能体。 3、据2026年9月30日互动易，公司工业级存储产品下游需求旺盛，部分产品价格仍呈上升态势，带动营收增长。	国产大型半导体设计企业，FPGA芯片设计领域领先，拥有丰富的NOR Flash设计经验，可提供多个系列通用SPI接口Flash存储器；前三季度净利润预增188%-248%	2026-06-25\|63.83\|4.97\|61.49\|64.46\|59.51\|303519;2026-06-26\|64.30\|0.74\|62.98\|66.49\|62.00\|346502;2026-06-29\|68.04\|5.82\|64.00\|68.17\|62.06\|379600;2026-06-30\|71.29\|4.78\|69.00\|71.53\|66.98\|316210;2026-07-01\|70.14\|-1.61\|71.46\|73.72\|69.37\|340027;2026-07-02\|65.40\|-6.76\|68.00\|69.95\|65.02\|287539;2026-07-03\|68.72\|5.08\|65.39\|71.42\|63.63\|291297;2026-07-06\|66.90\|-2.56\|68.72\|69.50\|64.80\|199826;2026-07-07\|66.50\|-0.60\|66.90\|69.68\|65.51\|181791;2026-07-08\|68.70\|3.31\|70.00\|73.77\|68.52\|478700;2026-07-09\|72.35\|5.31\|70.50\|72.35\|68.27\|329975;2026-07-10\|74.00\|2.28\|71.48\|80.83\|69.91\|553648;2026-07-13\|66.90\|-9.59\|73.95\|75.74\|66.30\|349112;2026-07-14\|63.83\|-4.59\|66.47\|67.27\|61.12\|293160;2026-07-15\|61.02\|-4.40\|64.85\|65.50\|60.32\|207753;2026-07-16\|58.70\|-3.80\|59.50\|64.39\|57.92\|250260;2026-07-17\|51.96\|-11.48\|58.01\|58.68\|51.72\|277490;2026-07-20\|50.01\|-3.75\|53.56\|54.20\|48.29\|266485;2026-07-21\|53.32\|6.62\|50.65\|53.34\|47.83\|296263;2026-07-22\|53.81\|0.92\|53.01\|55.82\|52.51\|260415;2026-07-23\|52.05\|-3.27\|53.84\|54.21\|51.45\|170398;2026-07-24\|50.51\|-2.96\|51.00\|52.29\|50.50\|155360;2026-07-27\|51.39\|1.74\|50.18\|51.50\|48.80\|157902;2026-07-28\|48.32\|-5.97\|50.00\|51.03\|47.98\|159392;2026-07-29\|48.17\|-0.31\|48.40\|48.62\|46.00\|167918;2026-07-30\|46.20\|-4.09\|47.85\|48.48\|45.60\|152132;2026-07-31\|48.65\|5.30\|48.98\|49.98\|48.41\|189277;2026-08-03\|48.40\|-0.51\|47.92\|49.50\|47.92\|125215;2026-08-04\|50.74\|4.83\|48.96\|51.29\|48.42\|138656;2026-08-05\|52.99\|4.43\|50.96\|54.00\|50.77\|191845;2026-08-06\|53.22\|0.43\|52.01\|53.74\|51.93\|137383;2026-08-07\|54.47\|2.35\|52.99\|54.76\|52.81\|141024;2026-08-10\|55.18\|1.30\|54.54\|55.18\|54.05\|123938;2026-08-11\|53.89\|-2.34\|54.30\|55.08\|53.50\|124102;2026-08-12\|54.80\|1.69\|53.99\|55.00\|53.60\|90797;2026-08-13\|53.80\|-1.82\|55.44\|55.66\|53.80\|105472;2026-08-14\|54.60\|1.49\|54.15\|54.72\|53.13\|99682;2026-08-17\|56.80\|4.03\|54.61\|56.97\|54.43\|132074;2026-08-18\|57.86\|1.87\|58.00\|59.56\|57.14\|243401;2026-08-19\|53.98\|-6.71\|56.90\|58.62\|53.70\|209811;2026-08-20\|53.63\|-0.65\|55.00\|55.55\|53.09\|133885;2026-08-21\|53.60\|-0.06\|53.23\|54.88\|53.08\|112272;2026-08-24\|52.53\|-2.00\|53.61\|53.88\|51.51\|127881;2026-08-25\|52.10\|-0.82\|51.51\|53.10\|50.92\|90394;2026-08-26\|51.26\|-1.61\|52.22\|52.38\|51.15\|93978;2026-08-27\|54.53\|6.38\|51.66\|54.72\|51.35\|139129;2026-08-28\|53.61\|-1.69\|54.05\|55.79\|53.50\|124661;2026-08-31\|57.52\|7.29\|53.08\|57.72\|52.93\|195881;2026-09-01\|55.78\|-3.02\|57.40\|57.60\|55.63\|135703;2026-09-02\|55.29\|-0.88\|55.30\|56.14\|54.70\|112246;2026-09-03\|56.17\|1.59\|55.93\|56.77\|54.48\|138527;2026-09-04\|54.32\|-3.29\|56.61\|56.65\|53.90\|120827;2026-09-07\|54.95\|1.16\|54.83\|55.40\|53.85\|121388;2026-09-08\|53.61\|-2.44\|54.97\|55.25\|53.35\|101086;2026-09-09\|53.64\|0.06\|53.89\|54.68\|53.35\|67410;2026-09-10\|52.90\|-1.38\|53.20\|53.78\|52.01\|65256;2026-09-11\|52.08\|-1.55\|52.55\|52.58\|50.50\|99646;2026-09-14\|52.15\|0.13\|51.68\|52.45\|51.00\|60524;2026-09-15\|52.14\|-0.02\|51.89\|52.95\|51.68\|65705;2026-09-16\|55.02\|5.52\|52.14\|55.31\|51.92\|125464;2026-09-17\|55.65\|1.15\|54.65\|56.33\|54.38\|131312;2026-09-18\|59.59\|7.08\|56.30\|60.55\|55.65\|252037;2026-09-21\|59.30\|-0.49\|59.62\|60.58\|58.75\|152222;2026-09-22\|60.13\|1.40\|60.12\|62.18\|59.91\|162896;2026-09-23\|60.87\|1.23\|60.13\|61.57\|59.32\|121435;2026-09-24\|59.78\|-1.79\|60.50\|62.36\|59.76\|130572;2026-09-28\|56.95\|-4.73\|59.75\|59.78\|56.56\|122164;2026-09-29\|57.52\|1.00\|56.70\|57.79\|56.28\|77232;2026-09-30\|56.18\|-2.33\|57.69\|57.90\|56.02\|80665;2026-10-08\|54.32\|-3.31\|56.26\|56.50\|53.90\|113540;2026-10-09\|52.75\|-2.89\|54.10\|54.81\|50.71\|126024;2026-10-12\|51.14\|-3.05\|52.60\|52.73\|50.80\|97499;2026-10-13\|51.78\|1.25\|50.28\|52.48\|48.96\|121798;2026-10-14\|49.33\|-4.73\|51.45\|51.90\|49.30\|101314;2026-10-15\|47.30\|-4.12\|47.50\|48.40\|46.02\|148946;2026-10-16\|54.21\|14.61\|49.91\|56.76\|49.17\|468117;2026-10-19\|52.40\|-3.34\|53.93\|55.44\|51.68\|254637;2026-10-20\|52.85\|0.86\|52.00\|54.49\|50.46\|209024;2026-10-21\|52.43\|-0.79\|53.45\|54.10\|52.13\|115681;2026-10-22\|51.30\|-2.16\|52.10\|53.00\|50.93\|137911;2026-10-23\|54.04\|5.34\|50.55\|54.58\|49.06\|198082;2026-10-26\|51.68\|-4.37\|53.80\|54.00\|51.42\|132598;2026-10-27\|49.21\|-4.78\|52.69\|52.99\|49.18\|144874;2026-10-28\|50.61\|2.85\|50.00\|51.48\|49.40\|134538;2026-10-29\|48.41\|-4.35\|50.01\|50.47\|48.14\|163065;2026-10-30\|45.76\|-5.47\|47.00\|48.10\|45.75\|172882;2026-11-02\|46.05\|0.63\|46.30\|46.98\|45.00\|166168;2026-11-03\|43.30\|-5.97\|45.06\|45.75\|43.07\|158489;2026-11-04\|48.10\|11.09\|43.70\|48.30\|43.21\|23089383;2026-11-05\|49.54\|2.99\|47.01\|50.58\|46.86\|13347455
134377	隔夜美股芯片股走高		公司直接持有摩尔线程智能科技（北京）股份有限公司134.04万股，占其首次公开发行前总股本的0.34%	2026-06-25\|157.00\|3.84\|149.80\|159.20\|145.60\|59092;2026-06-26\|153.14\|-2.46\|155.24\|157.98\|147.00\|63074;2026-06-29\|145.03\|-5.30\|151.50\|157.77\|143.10\|65901;2026-06-30\|157.50\|8.60\|146.79\|159.42\|143.17\|63834;2026-07-01\|154.20\|-2.10\|158.50\|162.42\|151.00\|49282;2026-07-02\|149.32\|-3.16\|149.58\|161.50\|147.00\|48299;2026-07-03\|147.11\|-1.48\|150.98\|154.30\|142.30\|47313;2026-07-06\|133.64\|-9.16\|148.88\|150.57\|131.00\|65333;2026-07-07\|136.80\|2.36\|133.06\|137.00\|127.00\|57168;2026-07-08\|138.51\|1.25\|135.32\|146.49\|134.01\|61075;2026-07-09\|148.32\|7.08\|141.68\|148.60\|137.23\|46115;2026-07-10\|137.05\|-7.60\|149.29\|149.82\|137.02\|46450;2026-07-13\|123.30\|-10.03\|134.02\|138.49\|122.00\|60203;2026-07-14\|122.78\|-0.42\|124.51\|124.51\|115.11\|51810;2026-07-15\|115.09\|-6.26\|122.78\|124.50\|113.78\|42634;2026-07-16\|108.18\|-6.00\|113.56\|119.80\|106.26\|68874;2026-07-17\|91.88\|-15.07\|109.05\|109.85\|91.66\|75003;2026-07-20\|81.72\|-11.06\|95.59\|96.27\|78.59\|79680;2026-07-21\|86.10\|5.36\|82.18\|86.59\|72.71\|89714;2026-07-22\|91.11\|5.82\|86.10\|96.93\|84.92\|89821;2026-07-23\|85.21\|-6.48\|92.00\|92.67\|84.10\|61065;2026-07-24\|84.15\|-1.24\|83.48\|86.71\|82.92\|40217;2026-07-27\|84.67\|0.62\|84.25\|85.29\|80.80\|35402;2026-07-28\|78.07\|-7.79\|81.91\|83.85\|77.20\|41371;2026-07-29\|80.93\|3.66\|78.79\|80.98\|74.73\|65685;2026-07-30\|73.25\|-9.49\|79.22\|80.90\|72.00\|69376;2026-07-31\|81.20\|10.85\|78.99\|84.88\|78.10\|76565;2026-08-03\|78.80\|-2.96\|79.50\|82.21\|76.44\|52695;2026-08-04\|81.37\|3.26\|79.86\|82.88\|78.75\|48235;2026-08-05\|85.50\|5.08\|81.49\|87.65\|80.71\|61359;2026-08-06\|86.74\|1.45\|83.92\|88.87\|82.80\|52006;2026-08-07\|88.50\|2.03\|86.79\|89.37\|85.55\|49883;2026-08-10\|86.95\|-1.75\|88.78\|89.12\|85.30\|41593;2026-08-11\|89.18\|2.56\|86.30\|90.91\|86.00\|46587;2026-08-12\|91.49\|2.59\|90.43\|93.26\|88.19\|39551;2026-08-13\|89.27\|-2.43\|92.90\|95.08\|89.16\|42738;2026-08-14\|92.72\|3.86\|90.12\|92.80\|89.80\|34589;2026-08-17\|100.98\|8.91\|94.77\|100.98\|93.22\|54697;2026-08-18\|103.19\|2.19\|100.88\|104.66\|98.75\|53812;2026-08-19\|88.31\|-14.42\|99.80\|102.00\|87.50\|97909;2026-08-20\|91.41\|3.51\|90.00\|92.21\|88.02\|51778;2026-08-21\|91.12\|-0.32\|90.27\|93.28\|89.00\|33766;2026-08-24\|88.86\|-2.48\|91.29\|93.26\|86.79\|39064;2026-08-25\|87.85\|-1.14\|86.01\|88.98\|83.82\|48279;2026-08-26\|87.53\|-0.36\|87.85\|88.99\|86.23\|36038;2026-08-27\|92.41\|5.58\|87.95\|93.91\|87.95\|44948;2026-08-28\|95.07\|2.88\|91.86\|97.77\|90.80\|51351;2026-08-31\|96.29\|1.28\|93.18\|96.66\|92.20\|41962;2026-09-01\|94.45\|-1.91\|95.80\|97.30\|93.81\|32901;2026-09-02\|97.68\|3.42\|93.15\|98.56\|93.15\|64392;2026-09-03\|97.33\|-0.36\|96.80\|98.00\|92.70\|64621;2026-09-04\|92.59\|-4.87\|97.33\|98.00\|91.71\|50507;2026-09-07\|98.53\|6.42\|92.90\|99.88\|92.59\|84727;2026-09-08\|97.70\|-0.84\|99.88\|101.33\|96.70\|51102;2026-09-09\|94.50\|-3.28\|97.70\|98.70\|93.56\|40779;2026-09-10\|90.28\|-4.47\|93.71\|94.40\|90.18\|41209;2026-09-11\|86.02\|-4.72\|89.00\|89.74\|82.81\|53532;2026-09-14\|85.24\|-0.91\|85.90\|86.23\|82.44\|41248;2026-09-15\|87.70\|2.89\|85.76\|89.66\|83.60\|41278;2026-09-16\|92.66\|5.66\|88.00\|92.98\|87.17\|47716;2026-09-17\|91.49\|-1.26\|93.50\|95.50\|90.65\|42525;2026-09-18\|95.04\|3.88\|92.99\|96.80\|92.90\|44185;2026-09-21\|93.82\|-1.28\|96.00\|96.00\|93.16\|39127;2026-09-22\|97.37\|3.78\|94.80\|100.88\|94.80\|66103;2026-09-23\|97.70\|0.34\|97.39\|98.78\|96.96\|37452;2026-09-24\|93.84\|-3.95\|96.98\|97.98\|93.82\|28956;2026-09-28\|87.87\|-6.36\|93.00\|94.27\|86.63\|57793;2026-09-29\|87.83\|-0.05\|87.86\|88.77\|86.68\|27704;2026-09-30\|85.60\|-2.54\|87.88\|88.78\|85.20\|43776;2026-10-08\|79.88\|-6.68\|85.17\|86.60\|79.03\|46086;2026-10-09\|77.27\|-3.27\|79.60\|80.38\|74.40\|43761;2026-10-12\|74.79\|-3.21\|77.28\|77.28\|74.18\|33428;2026-10-13\|73.86\|-1.24\|72.00\|74.77\|70.77\|35725;2026-10-14\|71.33\|-3.43\|73.86\|73.86\|71.10\|26110;2026-10-15\|66.67\|-6.53\|69.00\|69.74\|65.78\|43091;2026-10-16\|66.50\|-0.26\|68.90\|69.29\|65.88\|33313;2026-10-19\|65.76\|-1.11\|65.66\|66.48\|63.50\|26033;2026-10-20\|71.75\|9.11\|65.00\|72.97\|65.00\|53135;2026-10-21\|73.60\|2.58\|72.43\|75.99\|71.00\|53349;2026-10-22\|71.05\|-3.46\|72.27\|74.99\|70.79\|42378;2026-10-23\|75.00\|5.56\|69.16\|75.60\|65.61\|52584;2026-10-26\|73.10\|-2.53\|74.66\|76.68\|72.81\|42980;2026-10-27\|68.25\|-6.63\|73.30\|74.10\|68.10\|39618;2026-10-28\|68.90\|0.95\|69.58\|70.99\|68.58\|45429;2026-10-29\|63.20\|-8.27\|61.66\|67.43\|60.00\|79098;2026-10-30\|61.86\|-2.12\|61.21\|66.75\|61.00\|48008;2026-11-02\|61.70\|-0.26\|61.60\|63.16\|59.71\|49024;2026-11-03\|57.49\|-6.82\|60.24\|61.00\|56.60\|40366;2026-11-04\|63.90\|11.15\|57.60\|64.49\|56.78\|5895325;2026-11-05\|68.20\|6.73\|62.45\|71.20\|62.10\|5078562
134376	隔夜美股芯片股走高	硅光芯片+12英寸产线+北京国资行业原因：据财联社，台积电计划于2026年下半年再度上调3纳米制程晶圆代工报价，涨幅最高可达15%，2027年可能进一步上涨5%至10%。这一轮涨价并非单一客户拉货所致，而是AI时代先进制程供需结构发生根本性转变的集中体现。公司原因： 1、据2026年5月7日互动易，公司建成国内领先的8英寸SiN硅光平台量产线，月产能达3000片，累计产出1.48万片，并成功发布PDK。 2、据2026年4月29日年报及2026年5月7日互动易，公司主营产品与方案和制造与服务业务，规划月产能5万片的北电集成12英寸线主厂房提前封顶并完成首台设备搬入，预计年底通线；燕东科技12英寸线一阶段已量产，月产能突破2万片。 3、据2026年4月29日年报，公司控股股东为北京电子控股有限责任公司，最终控制人为北京市人民政府国有资产监督管理委员会。	国内知名的集成电路及分立器件制造和系统方案提供商，6 英寸 SiC 生产线已具备量产条件	2026-06-25\|83.99\|-0.32\|81.60\|85.19\|80.20\|284216;2026-06-26\|80.00\|-4.75\|81.81\|83.98\|75.00\|283558;2026-06-29\|85.97\|7.46\|79.50\|86.08\|76.20\|310043;2026-06-30\|83.66\|-2.69\|85.65\|90.00\|83.00\|273294;2026-07-01\|80.00\|-4.37\|85.65\|88.80\|78.95\|261263;2026-07-02\|72.00\|-10.00\|77.74\|80.97\|71.40\|309081;2026-07-03\|70.60\|-1.94\|71.99\|75.28\|69.76\|194741;2026-07-06\|76.40\|8.22\|72.00\|78.50\|69.01\|296329;2026-07-07\|77.85\|1.90\|74.88\|80.98\|74.20\|208873;2026-07-08\|79.62\|2.27\|78.58\|82.99\|73.00\|241203;2026-07-09\|88.30\|10.90\|79.62\|88.30\|78.23\|294060;2026-07-10\|78.32\|-11.30\|87.59\|89.50\|77.90\|302813;2026-07-13\|71.46\|-8.76\|77.50\|80.79\|71.30\|247661;2026-07-14\|69.99\|-2.06\|71.57\|73.00\|64.00\|310716;2026-07-15\|65.29\|-6.72\|72.23\|73.50\|64.60\|178001;2026-07-16\|63.63\|-2.54\|64.02\|69.58\|62.62\|199998;2026-07-17\|60.10\|-5.55\|63.63\|66.80\|59.80\|358901;2026-07-20\|54.10\|-9.98\|61.80\|62.00\|50.58\|304905;2026-07-21\|63.20\|16.82\|55.18\|63.21\|49.97\|338233;2026-07-22\|63.63\|0.68\|61.54\|66.85\|61.54\|271216;2026-07-23\|56.92\|-10.55\|64.51\|64.60\|56.40\|242018;2026-07-24\|56.33\|-1.04\|56.50\|58.80\|55.38\|164488;2026-07-27\|58.75\|4.30\|55.86\|59.18\|54.00\|160787;2026-07-28\|55.60\|-5.36\|58.44\|60.71\|55.00\|191309;2026-07-29\|52.65\|-5.31\|56.00\|56.85\|49.10\|247941;2026-07-30\|47.94\|-8.95\|52.31\|52.62\|45.77\|185349;2026-07-31\|50.07\|4.44\|52.27\|55.30\|49.86\|167658;2026-08-03\|45.87\|-8.39\|49.20\|50.41\|45.48\|222050;2026-08-04\|49.72\|8.39\|46.57\|50.70\|45.30\|179325;2026-08-05\|52.80\|6.19\|49.49\|54.79\|49.49\|198965;2026-08-06\|53.98\|2.23\|51.77\|54.65\|51.42\|162735;2026-08-07\|56.50\|4.67\|53.54\|56.88\|53.00\|152712;2026-08-10\|56.45\|-0.09\|56.55\|56.90\|54.00\|155262;2026-08-11\|55.50\|-1.68\|55.58\|57.00\|54.20\|89708;2026-08-12\|56.17\|1.21\|55.55\|56.93\|54.87\|93471;2026-08-13\|56.20\|0.05\|57.00\|59.60\|56.18\|145657;2026-08-14\|55.62\|-1.03\|57.31\|57.89\|54.30\|123108;2026-08-17\|59.06\|6.18\|55.80\|59.89\|55.00\|162620;2026-08-18\|58.96\|-0.17\|58.71\|59.71\|56.65\|128396;2026-08-19\|53.57\|-9.14\|57.06\|58.55\|53.23\|141390;2026-08-20\|55.55\|3.70\|54.50\|57.07\|53.82\|134876;2026-08-21\|55.65\|0.18\|55.55\|56.34\|54.45\|87483;2026-08-24\|53.25\|-4.31\|55.33\|55.83\|51.41\|156018;2026-08-25\|52.03\|-2.29\|53.00\|53.30\|49.28\|116055;2026-08-26\|53.53\|2.88\|52.31\|54.75\|51.41\|98984;2026-08-27\|55.18\|3.08\|54.50\|55.55\|52.81\|103700;2026-08-28\|53.75\|-2.59\|54.70\|55.80\|53.60\|99286;2026-08-31\|49.52\|-7.87\|51.72\|52.00\|47.18\|361866;2026-09-01\|48.13\|-2.81\|49.53\|51.18\|47.50\|180105;2026-09-02\|46.71\|-2.95\|47.56\|47.90\|46.01\|160062;2026-09-03\|46.28\|-0.92\|47.24\|47.50\|45.54\|132611;2026-09-04\|44.09\|-4.73\|46.57\|47.30\|43.68\|177658;2026-09-07\|45.11\|2.31\|44.97\|45.60\|44.36\|147756;2026-09-08\|45.18\|0.16\|45.16\|46.05\|44.33\|104968;2026-09-09\|44.57\|-1.35\|45.48\|46.29\|44.33\|92789;2026-09-10\|44.10\|-1.05\|44.33\|44.98\|43.60\|102664;2026-09-11\|42.90\|-2.72\|43.50\|43.50\|41.33\|151536;2026-09-14\|42.13\|-1.79\|42.00\|42.22\|41.07\|126440;2026-09-15\|42.12\|-0.02\|42.00\|43.86\|41.82\|100582;2026-09-16\|45.05\|6.96\|41.93\|45.25\|41.82\|159071;2026-09-17\|44.67\|-0.84\|45.06\|45.45\|44.00\|99961;2026-09-18\|46.91\|5.01\|45.40\|48.15\|45.39\|182866;2026-09-21\|47.60\|1.47\|47.01\|48.86\|46.67\|134969;2026-09-22\|46.98\|-1.30\|48.60\|49.13\|46.70\|110731;2026-09-23\|46.96\|-0.04\|47.30\|48.15\|46.56\|69229;2026-09-24\|45.26\|-3.62\|46.81\|46.89\|45.26\|85492;2026-09-28\|43.74\|-3.36\|45.20\|45.84\|42.88\|95850;2026-09-29\|44.05\|0.71\|44.18\|44.72\|43.00\|83909;2026-09-30\|42.43\|-3.68\|44.46\|44.55\|42.23\|57907;2026-10-08\|40.35\|-4.90\|43.10\|43.56\|39.32\|114529;2026-10-09\|39.55\|-1.98\|39.98\|40.22\|37.10\|146232;2026-10-12\|38.55\|-2.53\|38.97\|39.95\|37.80\|107751;2026-10-13\|38.24\|-0.80\|37.58\|38.65\|36.50\|88211;2026-10-14\|37.20\|-2.72\|37.86\|38.49\|37.02\|60329;2026-10-15\|35.78\|-3.82\|35.77\|36.48\|34.53\|118113;2026-10-16\|35.28\|-1.40\|37.00\|37.22\|34.80\|108156;2026-10-19\|34.47\|-2.30\|34.86\|35.50\|33.36\|79584;2026-10-20\|35.41\|2.73\|34.47\|36.30\|34.16\|84769;2026-10-21\|34.83\|-1.64\|35.90\|35.90\|34.60\|79897;2026-10-22\|33.28\|-4.45\|34.83\|35.14\|33.28\|87962;2026-10-23\|33.09\|-0.57\|32.56\|33.28\|30.46\|161654;2026-10-26\|31.93\|-3.51\|32.88\|32.88\|31.70\|101148;2026-10-27\|30.65\|-4.01\|32.57\|32.88\|30.65\|84013;2026-10-28\|31.84\|3.88\|31.26\|32.35\|30.97\|87721;2026-10-29\|30.24\|-5.03\|31.88\|32.00\|30.20\|86607;2026-10-30\|28.43\|-5.99\|29.39\|30.45\|28.38\|92942;2026-11-02\|29.12\|2.43\|28.99\|29.79\|27.71\|118739;2026-11-03\|27.48\|-5.63\|28.83\|28.83\|27.06\|110091;2026-11-04\|30.55\|11.17\|27.67\|30.65\|27.01\|16951446;2026-11-05\|32.91\|7.73\|29.47\|35.00\|29.41\|16371800
134375	隔夜美股芯片股走高	先进封装+显示驱动芯片+合肥国资行业原因：美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月14日机构调研，公司以5000万元增资成都奕成科技，补齐板级系统集成、高密度RDL及异构集成技术短板，形成完整先进封测能力闭环，提升对AI、HPC、汽车电子等高毛利领域覆盖。 2、据2025年年度报告，公司是境内收入规模最高的显示驱动芯片封测企业，全球第三，具备28nm制程显示驱动芯片封测量产能力，并发展了电源管理芯片、射频前端芯片等多元化封测业务。 3、据2025年年度报告，公司实控人为合肥市人民政府国有资产监督管理委员会；据2026年6月4日机构调研，公司正推进苏州厂区三期地块资本支出项目，拟计划投入24.54亿元布局先进封装产能建设。	公司是境内收入规模最高的显示驱动芯片封测企业，全球第三，具备28nm制程封测量产能力	2026-06-25\|20.55\|-2.97\|20.67\|21.16\|19.80\|486204;2026-06-26\|21.00\|2.19\|20.05\|21.78\|19.86\|503167;2026-06-29\|20.15\|-4.05\|20.75\|21.50\|19.07\|455854;2026-06-30\|24.18\|20.00\|20.15\|24.18\|19.90\|605818;2026-07-01\|22.89\|-5.33\|23.60\|24.48\|22.47\|578394;2026-07-02\|21.73\|-5.07\|22.21\|24.81\|21.09\|578359;2026-07-03\|21.10\|-2.90\|21.89\|22.30\|20.39\|390574;2026-07-06\|21.96\|4.08\|21.58\|22.98\|20.09\|471557;2026-07-07\|21.42\|-2.46\|21.75\|22.91\|21.00\|342216;2026-07-08\|20.30\|-5.23\|21.68\|21.95\|19.53\|332939;2026-07-09\|23.49\|15.71\|20.90\|23.80\|20.50\|483503;2026-07-10\|22.00\|-6.34\|23.70\|24.68\|21.97\|440383;2026-07-13\|19.50\|-11.36\|21.57\|23.06\|19.38\|441102;2026-07-14\|18.85\|-3.33\|18.92\|19.64\|18.11\|344138;2026-07-15\|17.75\|-5.84\|19.21\|19.48\|17.40\|287766;2026-07-16\|16.07\|-9.46\|17.10\|17.67\|15.90\|311879;2026-07-17\|14.12\|-12.13\|16.14\|16.28\|14.02\|296624;2026-07-20\|13.00\|-7.93\|14.68\|14.86\|12.55\|380541;2026-07-21\|14.19\|9.15\|13.36\|14.65\|12.21\|516177;2026-07-22\|14.33\|0.99\|14.07\|15.10\|13.90\|405808;2026-07-23\|14.37\|0.28\|14.41\|14.65\|13.78\|273312;2026-07-24\|14.28\|-0.63\|14.18\|14.62\|13.88\|235312;2026-07-27\|14.19\|-0.63\|14.26\|14.52\|13.66\|199980;2026-07-28\|13.52\|-4.72\|14.00\|14.55\|13.36\|265042;2026-07-29\|13.29\|-1.70\|13.62\|13.73\|12.58\|243229;2026-07-30\|12.49\|-6.02\|13.11\|13.29\|12.37\|230569;2026-07-31\|13.91\|11.37\|13.37\|14.53\|13.25\|358869;2026-08-03\|13.31\|-4.31\|13.60\|14.19\|13.00\|263547;2026-08-04\|14.74\|10.74\|13.45\|14.79\|13.21\|304782;2026-08-05\|15.28\|3.66\|14.50\|15.59\|14.48\|272921;2026-08-06\|15.87\|3.86\|15.02\|16.43\|14.86\|292864;2026-08-07\|17.38\|9.51\|15.74\|18.07\|15.64\|342057;2026-08-10\|17.70\|1.84\|17.40\|18.00\|17.06\|262407;2026-08-11\|17.48\|-1.24\|17.51\|17.99\|17.20\|150472;2026-08-12\|18.06\|3.32\|17.51\|18.25\|17.47\|167816;2026-08-13\|18.23\|0.94\|18.28\|19.05\|18.02\|228469;2026-08-14\|18.83\|3.29\|18.50\|19.35\|18.36\|258336;2026-08-17\|20.03\|6.37\|19.45\|20.29\|19.12\|358001;2026-08-18\|20.31\|1.40\|20.00\|20.45\|19.76\|253260;2026-08-19\|18.14\|-10.68\|19.60\|19.96\|17.80\|473798;2026-08-20\|18.36\|1.21\|18.59\|19.13\|18.11\|244963;2026-08-21\|18.52\|0.87\|18.40\|19.27\|18.35\|193477;2026-08-24\|18.04\|-2.59\|18.63\|18.76\|17.52\|226290;2026-08-25\|17.51\|-2.94\|17.80\|17.98\|16.80\|212406;2026-08-26\|17.05\|-2.63\|17.67\|17.72\|16.89\|176123;2026-08-27\|18.46\|8.27\|17.10\|18.61\|16.96\|284899;2026-08-28\|18.08\|-2.06\|18.45\|18.88\|18.02\|229764;2026-08-31\|17.98\|-0.55\|17.57\|18.44\|17.42\|185291;2026-09-01\|17.25\|-4.06\|17.97\|18.04\|17.17\|171746;2026-09-02\|17.54\|1.68\|17.04\|17.66\|16.51\|192100;2026-09-03\|17.07\|-2.68\|17.67\|18.12\|16.82\|181180;2026-09-04\|16.41\|-3.87\|17.30\|18.34\|16.25\|240497;2026-09-07\|17.16\|4.57\|16.60\|17.44\|16.46\|199406;2026-09-08\|17.42\|1.52\|17.08\|18.08\|16.94\|261527;2026-09-09\|17.70\|1.61\|17.57\|18.48\|17.42\|292044;2026-09-10\|17.26\|-2.49\|17.53\|17.88\|17.19\|151593;2026-09-11\|16.59\|-3.88\|17.01\|17.20\|15.92\|223698;2026-09-14\|17.46\|5.24\|16.37\|17.86\|15.93\|237963;2026-09-15\|18.02\|3.21\|17.65\|18.40\|17.28\|218674;2026-09-16\|19.23\|6.71\|18.09\|19.66\|17.85\|330715;2026-09-17\|19.32\|0.47\|19.19\|19.66\|19.04\|195677;2026-09-18\|19.47\|0.78\|19.50\|20.20\|19.33\|248052;2026-09-21\|19.81\|1.75\|19.80\|20.25\|19.61\|227163;2026-09-22\|19.88\|0.35\|20.20\|20.42\|19.70\|214571;2026-09-23\|19.81\|-0.35\|19.89\|20.17\|19.70\|180803;2026-09-24\|19.09\|-3.63\|19.65\|19.85\|19.04\|188111;2026-09-28\|17.67\|-7.44\|19.11\|19.28\|17.37\|254768;2026-09-29\|18.23\|3.17\|17.67\|18.50\|17.37\|221498;2026-09-30\|17.18\|-5.76\|18.30\|18.33\|17.17\|159795;2026-10-08\|15.80\|-8.03\|17.27\|17.56\|15.64\|217434;2026-10-09\|15.23\|-3.61\|15.49\|15.88\|14.18\|259133;2026-10-12\|14.77\|-3.02\|15.03\|15.11\|14.40\|185451;2026-10-13\|14.90\|0.88\|14.40\|15.07\|13.83\|198659;2026-10-14\|14.24\|-4.43\|14.89\|14.95\|14.15\|135462;2026-10-15\|13.48\|-5.34\|13.80\|14.03\|13.30\|170709;2026-10-16\|13.35\|-0.96\|13.80\|13.98\|13.15\|180034;2026-10-19\|13.21\|-1.05\|13.26\|13.45\|12.61\|153007;2026-10-20\|13.50\|2.20\|13.28\|13.90\|13.11\|138776;2026-10-21\|13.41\|-0.67\|13.67\|13.85\|13.26\|166610;2026-10-22\|13.42\|0.07\|13.68\|13.93\|13.30\|282786;2026-10-23\|13.77\|2.61\|13.00\|13.90\|12.44\|273470;2026-10-26\|12.85\|-6.68\|13.59\|13.68\|12.78\|184482;2026-10-27\|12.25\|-4.67\|13.10\|13.20\|12.23\|135890;2026-10-28\|12.97\|5.88\|12.50\|13.25\|12.34\|201150;2026-10-29\|12.63\|-2.62\|12.91\|13.48\|12.57\|182318;2026-10-30\|12.29\|-2.69\|12.28\|13.27\|12.10\|200335;2026-11-02\|12.68\|3.17\|12.58\|12.90\|12.21\|187514;2026-11-03\|12.50\|-1.42\|12.66\|13.00\|12.34\|166040;2026-11-04\|13.90\|11.20\|12.60\|13.99\|12.32\|28570078;2026-11-05\|14.21\|2.23\|13.60\|14.66\|13.50\|17192008
134374	隔夜美股芯片股走高		公司主要从事12英寸晶圆代工业务	2026-06-25\|58.21\|1.77\|57.27\|58.95\|55.62\|487153;2026-06-26\|58.11\|-0.17\|56.98\|61.03\|55.46\|609695;2026-06-29\|59.26\|1.98\|58.00\|60.39\|54.30\|597026;2026-06-30\|59.03\|-0.39\|59.94\|60.29\|58.23\|408922;2026-07-01\|61.28\|3.81\|59.28\|67.33\|57.00\|773861;2026-07-02\|60.43\|-1.39\|59.24\|66.56\|57.50\|824684;2026-07-03\|61.10\|1.11\|62.00\|65.99\|61.00\|796690;2026-07-06\|61.48\|0.62\|62.30\|63.30\|54.89\|868245;2026-07-07\|60.10\|-2.24\|59.51\|62.92\|58.56\|467375;2026-07-08\|58.51\|-2.65\|60.55\|61.77\|55.18\|520284;2026-07-09\|65.21\|11.45\|61.75\|65.31\|58.43\|721844;2026-07-10\|54.12\|-17.01\|65.21\|65.21\|53.96\|1089386;2026-07-13\|51.09\|-5.60\|53.55\|55.46\|50.57\|636563;2026-07-14\|51.30\|0.41\|51.03\|51.85\|48.50\|488196;2026-07-15\|50.34\|-1.87\|52.10\|53.80\|48.90\|407563;2026-07-16\|48.72\|-3.22\|49.00\|52.00\|47.13\|375822;2026-07-17\|45.10\|-7.43\|48.12\|50.29\|45.00\|445185;2026-07-20\|43.40\|-3.77\|46.99\|47.00\|41.89\|526405;2026-07-21\|49.80\|14.75\|44.29\|50.09\|40.40\|686193;2026-07-22\|48.50\|-2.61\|48.70\|50.30\|47.60\|452557;2026-07-23\|45.42\|-6.35\|48.88\|49.19\|44.61\|343021;2026-07-24\|46.79\|3.02\|44.66\|47.46\|44.12\|290388;2026-07-27\|44.38\|-5.15\|46.01\|46.26\|43.08\|442165;2026-07-28\|40.99\|-7.64\|43.00\|44.65\|40.50\|385591;2026-07-29\|39.69\|-3.17\|41.19\|41.50\|37.80\|420803;2026-07-30\|35.92\|-9.50\|39.48\|39.65\|35.88\|445014;2026-07-31\|37.25\|3.70\|39.00\|39.52\|37.18\|359368;2026-08-03\|34.59\|-7.14\|36.46\|36.98\|34.20\|313156;2026-08-04\|36.62\|5.87\|35.00\|36.84\|34.60\|255449;2026-08-05\|39.20\|7.05\|36.99\|39.65\|36.98\|371605;2026-08-06\|39.69\|1.25\|38.60\|40.50\|38.07\|211123;2026-08-07\|40.95\|3.17\|39.69\|41.27\|39.45\|235875;2026-08-10\|40.18\|-1.88\|40.96\|41.18\|39.39\|181365;2026-08-11\|39.70\|-1.19\|39.88\|40.98\|39.12\|144687;2026-08-12\|40.21\|1.28\|40.49\|40.66\|39.53\|135608;2026-08-13\|39.59\|-1.54\|40.90\|41.78\|39.50\|203483;2026-08-14\|40.09\|1.26\|40.60\|40.60\|39.29\|162428;2026-08-17\|43.60\|8.76\|40.26\|43.68\|40.00\|375964;2026-08-18\|43.86\|0.60\|43.59\|44.51\|42.40\|299374;2026-08-19\|39.75\|-9.37\|42.80\|42.80\|39.51\|267762;2026-08-20\|39.39\|-0.91\|40.68\|40.68\|39.08\|155478;2026-08-21\|39.12\|-0.69\|39.27\|40.28\|38.74\|146442;2026-08-24\|38.46\|-1.69\|39.51\|39.60\|37.28\|214269;2026-08-25\|37.37\|-2.83\|37.50\|37.96\|35.98\|216618;2026-08-26\|38.30\|2.49\|37.60\|39.18\|37.40\|170354;2026-08-27\|41.03\|7.13\|38.31\|41.37\|37.85\|322576;2026-08-28\|39.10\|-4.70\|40.67\|40.88\|39.09\|220662;2026-08-31\|38.77\|-0.84\|37.93\|38.96\|37.22\|261979;2026-09-01\|37.25\|-3.92\|38.70\|38.94\|37.12\|171874;2026-09-02\|36.02\|-3.30\|36.55\|36.85\|35.73\|175148;2026-09-03\|36.34\|0.89\|36.68\|36.73\|35.60\|151954;2026-09-04\|35.07\|-3.49\|36.50\|37.13\|34.69\|186169;2026-09-07\|35.98\|2.59\|35.50\|36.25\|35.00\|151762;2026-09-08\|35.60\|-1.06\|35.80\|36.55\|35.47\|153188;2026-09-09\|35.50\|-0.28\|35.81\|36.06\|35.13\|124101;2026-09-10\|35.50\|0.00\|35.35\|35.85\|34.88\|89080;2026-09-11\|34.99\|-1.44\|34.71\|35.00\|33.60\|199112;2026-09-14\|34.21\|-2.23\|34.31\|35.01\|33.99\|115464;2026-09-15\|34.30\|0.26\|33.90\|35.30\|33.90\|130488;2026-09-16\|35.67\|3.99\|34.59\|36.09\|34.32\|153646;2026-09-17\|35.01\|-1.85\|35.65\|36.03\|34.95\|129043;2026-09-18\|36.75\|4.97\|35.68\|37.65\|35.67\|242907;2026-09-21\|36.55\|-0.54\|36.92\|37.76\|36.20\|153536;2026-09-22\|36.61\|0.16\|37.18\|37.61\|36.51\|157831;2026-09-23\|36.36\|-0.68\|36.62\|37.10\|36.25\|128557;2026-09-24\|34.82\|-4.24\|36.20\|36.20\|34.80\|138425;2026-09-28\|33.21\|-4.62\|34.74\|35.08\|33.10\|170330;2026-09-29\|34.08\|2.62\|33.50\|34.73\|33.00\|115630;2026-09-30\|32.81\|-3.73\|34.66\|34.70\|32.66\|142621;2026-10-08\|30.01\|-8.53\|32.69\|33.09\|29.71\|356399;2026-10-09\|29.96\|-0.17\|29.74\|30.17\|28.30\|245900;2026-10-12\|29.22\|-2.47\|29.76\|30.30\|29.07\|136014;2026-10-13\|29.20\|-0.07\|28.68\|29.65\|27.88\|154935;2026-10-14\|28.37\|-2.84\|29.00\|29.36\|28.15\|101159;2026-10-15\|27.61\|-2.68\|27.20\|28.00\|27.11\|163118;2026-10-16\|27.39\|-0.80\|28.13\|28.39\|27.04\|137524;2026-10-19\|26.97\|-1.53\|27.01\|27.33\|26.00\|174877;2026-10-20\|27.59\|2.30\|26.83\|27.94\|26.72\|137897;2026-10-21\|27.35\|-0.87\|27.80\|28.04\|27.20\|105655;2026-10-22\|27.01\|-1.24\|27.35\|27.66\|26.72\|137443;2026-10-23\|28.03\|3.78\|26.84\|28.29\|25.63\|259407;2026-10-26\|26.74\|-4.60\|27.71\|27.96\|26.58\|175339;2026-10-27\|26.31\|-1.61\|27.65\|28.12\|26.19\|197959;2026-10-28\|27.16\|3.23\|27.25\|27.65\|26.68\|177140;2026-10-29\|26.06\|-4.05\|26.97\|27.06\|26.01\|154422;2026-10-30\|24.35\|-6.56\|25.26\|25.96\|24.35\|193429;2026-11-02\|25.45\|4.52\|24.84\|25.76\|24.70\|206515;2026-11-03\|24.87\|-2.28\|25.29\|25.62\|24.52\|210661;2026-11-04\|27.67\|11.26\|24.95\|27.83\|24.52\|26380906;2026-11-05\|28.72\|3.79\|27.02\|29.33\|26.80\|19309008
134373	隔夜美股芯片股走高	碳化硅设备+12英寸+氮化铝设备行业原因： 1、《电子信息制造业发展“十五五”规划》提出实施电子专用设备攻坚计划，推进电子专用设备、测量仪器整机及配套系统攻关。推进攻关产品的应用推广，多渠道扩大国产电子专用设备和测量仪器使用。 2、高盛研报预计，中国半导体行业资本开支2026至2030年增长10%至15%，AI需求与本土化率提升利好设备环节。公司原因： 1、据2026年8月28日半年报，公司碳化硅单晶炉支持6英寸、8英寸及12英寸碳化硅单晶生长，12英寸设备可用于人工智能算力等高端应用。 2、据2026年8月28日年度报告，公司为国内碳化硅单晶炉主要厂商之一，产品已大批量交付国内碳化硅材料主流厂商，并实现新能源汽车、光伏、工业等领域认证及量产。 3、据2026年8月28日互动易，公司氮化铝长晶设备已交付数家客户，并通过下游客户验证。	公司主要从事晶体生长设备的研产销，向半导体材料厂商及其他材料客户提供半导体级单晶硅炉、碳化硅单晶炉和其他设备等定制化产品	2026-06-25\|86.80\|-2.55\|87.07\|88.82\|81.16\|119979;2026-06-26\|81.93\|-5.61\|85.00\|86.80\|80.18\|80116;2026-06-29\|83.85\|2.34\|81.97\|85.78\|74.00\|95240;2026-06-30\|88.55\|5.61\|82.28\|89.89\|80.03\|107413;2026-07-01\|82.98\|-6.29\|85.80\|94.30\|81.00\|105152;2026-07-02\|78.24\|-5.71\|77.00\|82.80\|75.08\|69183;2026-07-03\|72.00\|-7.98\|77.35\|79.48\|71.99\|75596;2026-07-06\|68.65\|-4.65\|72.86\|73.24\|67.25\|58536;2026-07-07\|68.59\|-0.09\|68.00\|70.32\|66.80\|56192;2026-07-08\|67.70\|-1.30\|68.59\|71.88\|63.00\|56154;2026-07-09\|72.69\|7.37\|69.90\|73.24\|68.08\|60608;2026-07-10\|66.60\|-8.38\|72.80\|75.00\|66.33\|61617;2026-07-13\|61.66\|-7.42\|64.75\|68.43\|61.28\|56296;2026-07-14\|61.55\|-0.18\|61.65\|63.80\|57.38\|46232;2026-07-15\|58.22\|-5.41\|63.80\|64.25\|57.55\|39092;2026-07-16\|54.37\|-6.61\|57.97\|58.97\|52.84\|43011;2026-07-17\|46.72\|-14.07\|53.87\|55.30\|46.35\|52245;2026-07-20\|42.82\|-8.35\|48.10\|50.65\|41.18\|67866;2026-07-21\|47.28\|10.42\|43.68\|47.88\|36.38\|100958;2026-07-22\|45.50\|-3.76\|46.74\|48.44\|44.68\|76248;2026-07-23\|44.19\|-2.88\|44.59\|47.10\|43.60\|47116;2026-07-24\|43.70\|-1.11\|43.42\|45.51\|42.80\|46934;2026-07-27\|45.30\|3.66\|43.90\|45.39\|41.08\|44239;2026-07-28\|41.84\|-7.64\|45.20\|45.83\|41.45\|40926;2026-07-29\|43.25\|3.37\|42.08\|43.28\|38.17\|64149;2026-07-30\|38.95\|-9.94\|42.69\|43.14\|37.76\|56721;2026-07-31\|40.69\|4.47\|42.00\|43.86\|40.60\|54654;2026-08-03\|38.46\|-5.48\|40.11\|41.19\|38.06\|51747;2026-08-04\|41.30\|7.38\|39.14\|41.65\|37.88\|39723;2026-08-05\|44.82\|8.52\|41.05\|47.30\|41.05\|68847;2026-08-06\|46.52\|3.79\|43.53\|46.90\|43.53\|58555;2026-08-07\|48.94\|5.20\|47.70\|49.86\|45.79\|81298;2026-08-10\|48.80\|-0.29\|50.00\|52.89\|47.11\|67516;2026-08-11\|47.27\|-3.14\|47.00\|49.33\|46.69\|57047;2026-08-12\|49.60\|4.93\|47.01\|50.60\|47.01\|60168;2026-08-13\|51.07\|2.96\|50.12\|55.78\|49.64\|92198;2026-08-14\|50.12\|-1.86\|51.82\|52.50\|49.41\|71351;2026-08-17\|53.73\|7.20\|49.98\|53.94\|49.98\|73772;2026-08-18\|55.54\|3.37\|53.73\|57.20\|53.29\|81914;2026-08-19\|49.74\|-10.44\|54.01\|54.86\|49.10\|81181;2026-08-20\|49.70\|-0.08\|51.25\|51.78\|48.67\|55671;2026-08-21\|49.96\|0.52\|49.36\|52.88\|49.02\|57415;2026-08-24\|48.05\|-3.82\|49.41\|49.89\|46.60\|49025;2026-08-25\|47.80\|-0.52\|46.59\|48.60\|45.04\|48478;2026-08-26\|46.92\|-1.84\|48.00\|48.00\|45.90\|43175;2026-08-27\|50.41\|7.44\|47.29\|50.60\|46.89\|50837;2026-08-28\|47.70\|-5.38\|49.41\|51.20\|47.65\|47665;2026-08-31\|47.31\|-0.82\|46.35\|47.90\|45.42\|53266;2026-09-01\|45.49\|-3.85\|47.63\|47.65\|44.40\|50625;2026-09-02\|44.00\|-3.28\|44.59\|44.81\|43.32\|43117;2026-09-03\|43.16\|-1.91\|44.30\|44.68\|42.40\|52399;2026-09-04\|41.55\|-3.73\|43.47\|44.59\|41.10\|38404;2026-09-07\|43.00\|3.49\|42.31\|43.47\|41.81\|37543;2026-09-08\|41.89\|-2.58\|42.99\|43.50\|41.70\|32312;2026-09-09\|41.68\|-0.50\|42.33\|43.12\|41.20\|23656;2026-09-10\|40.93\|-1.80\|41.60\|41.70\|40.75\|24003;2026-09-11\|39.75\|-2.88\|40.71\|40.87\|38.18\|40099;2026-09-14\|39.86\|0.28\|39.44\|40.24\|38.39\|30518;2026-09-15\|39.82\|-0.10\|39.32\|41.06\|39.32\|28841;2026-09-16\|47.78\|19.99\|39.64\|47.78\|39.39\|85301;2026-09-17\|47.18\|-1.26\|48.90\|50.00\|47.18\|129753;2026-09-18\|48.11\|1.97\|48.83\|49.46\|47.85\|79724;2026-09-21\|48.99\|1.83\|49.13\|49.60\|47.91\|68575;2026-09-22\|48.37\|-1.27\|50.80\|51.50\|48.05\|68103;2026-09-23\|53.18\|9.94\|48.40\|55.70\|48.08\|119265;2026-09-24\|50.64\|-4.78\|52.25\|54.50\|50.50\|77166;2026-09-28\|48.68\|-3.87\|51.04\|53.50\|48.00\|72103;2026-09-29\|48.68\|0.00\|49.20\|49.95\|47.68\|55155;2026-09-30\|46.05\|-5.40\|49.00\|49.45\|45.81\|56129;2026-10-08\|46.27\|0.48\|48.00\|49.95\|45.63\|77758;2026-10-09\|44.06\|-4.78\|44.68\|46.79\|41.22\|73375;2026-10-12\|42.57\|-3.38\|43.72\|43.77\|41.42\|49536;2026-10-13\|42.70\|0.31\|40.68\|43.78\|39.00\|49080;2026-10-14\|40.45\|-5.27\|42.40\|42.78\|40.42\|34220;2026-10-15\|38.62\|-4.52\|38.44\|39.57\|37.63\|48245;2026-10-16\|37.60\|-2.64\|39.91\|39.91\|37.18\|40875;2026-10-19\|37.06\|-1.44\|37.83\|38.48\|35.00\|46912;2026-10-20\|38.15\|2.94\|36.78\|39.29\|36.49\|43289;2026-10-21\|37.58\|-1.49\|38.50\|38.93\|37.28\|36563;2026-10-22\|35.41\|-5.77\|37.50\|37.97\|35.20\|50438;2026-10-23\|35.96\|1.55\|34.03\|36.30\|31.92\|55987;2026-10-26\|34.47\|-4.14\|35.92\|35.97\|34.30\|35142;2026-10-27\|31.22\|-9.43\|34.37\|35.50\|30.90\|51437;2026-10-28\|33.10\|6.02\|31.36\|33.59\|31.14\|44021;2026-10-29\|30.87\|-6.74\|32.80\|32.97\|30.50\|35968;2026-10-30\|28.21\|-8.62\|30.00\|30.84\|28.01\|56378;2026-11-02\|28.94\|2.59\|28.77\|29.45\|27.21\|80588;2026-11-03\|27.04\|-6.57\|28.64\|28.80\|26.68\|55967;2026-11-04\|30.11\|11.35\|27.10\|30.56\|26.26\|7626406;2026-11-05\|31.50\|4.62\|28.97\|32.50\|28.97\|6566336
134372	隔夜美股芯片股走高	存储芯片+PCIe6/7+UFS5.0 行业原因： 1、5月17日，长鑫科技恢复上市审核进程。5月19日，长江存储启动上市辅导备案。 2、AI算力需求爆发推动存储芯片进入“超级周期”。公司原因： 1、据2026年4月10日定增预案，股东大会已批准拟募资20.62亿元投向企业级PCIe Gen6/Gen7、消费级PCIe Gen6及UFS5.0新一代存储主控芯片，完善全栈产品布局。 2、据2026年4月28日一季报，公司一季度营收3.55亿元，同比增长47.38%，归母净利润886万元，同比扭亏为盈。 3、据2025年9月12日互动易，公司SSD主控芯片已进入江波龙、佰维、威刚等头部客户供应链，为全球独立固态硬盘主控芯片出货量排名前列厂商。	全球少数掌握全系存储主控芯片核心技术的企业之一，产品涵盖SATA 3.2、PCIe 3.0到PCIe 5.0 SSD主控芯片等，还有适配移动终端的UFS 3.1嵌入式数据存储主控芯片	2026-06-25\|83.70\|2.83\|85.00\|86.00\|80.26\|205372;2026-06-26\|80.70\|-3.58\|81.26\|84.70\|79.26\|127187;2026-06-29\|83.40\|3.35\|80.11\|85.00\|74.50\|206189;2026-06-30\|86.31\|3.49\|83.28\|87.30\|81.03\|159252;2026-07-01\|84.70\|-1.87\|84.21\|89.36\|82.38\|175755;2026-07-02\|81.68\|-3.57\|80.00\|90.00\|77.50\|157996;2026-07-03\|80.33\|-1.65\|81.90\|84.88\|78.30\|134443;2026-07-06\|76.70\|-4.52\|81.93\|82.22\|72.00\|168708;2026-07-07\|74.79\|-2.49\|76.10\|78.45\|73.49\|105516;2026-07-08\|74.65\|-0.19\|74.94\|78.69\|71.40\|120018;2026-07-09\|81.90\|9.71\|76.89\|82.00\|75.50\|130242;2026-07-10\|78.00\|-4.76\|83.90\|88.77\|77.81\|152728;2026-07-13\|70.30\|-9.87\|76.50\|78.88\|69.80\|139953;2026-07-14\|69.70\|-0.85\|71.00\|72.18\|66.36\|103140;2026-07-15\|70.99\|1.85\|75.19\|78.00\|70.79\|186525;2026-07-16\|64.40\|-9.28\|68.50\|70.49\|63.76\|149343;2026-07-17\|57.78\|-10.28\|63.72\|64.93\|57.11\|134530;2026-07-20\|53.01\|-8.26\|60.00\|60.36\|50.03\|145595;2026-07-21\|58.36\|10.09\|53.01\|58.59\|50.80\|152021;2026-07-22\|56.68\|-2.88\|57.60\|59.74\|56.13\|101502;2026-07-23\|55.22\|-2.58\|57.20\|57.75\|54.15\|78435;2026-07-24\|54.53\|-1.25\|54.60\|56.28\|53.55\|79788;2026-07-27\|56.35\|3.34\|54.58\|56.50\|52.35\|79263;2026-07-28\|52.28\|-7.22\|55.00\|55.98\|52.00\|81023;2026-07-29\|51.96\|-0.61\|52.50\|52.78\|48.88\|98060;2026-07-30\|48.66\|-6.35\|51.51\|52.15\|47.75\|85810;2026-07-31\|52.45\|7.79\|53.50\|56.18\|51.78\|130658;2026-08-03\|48.96\|-6.65\|52.08\|52.76\|48.53\|101760;2026-08-04\|53.10\|8.46\|49.00\|53.44\|48.70\|100240;2026-08-05\|57.43\|8.15\|53.15\|58.49\|53.02\|112550;2026-08-06\|56.62\|-1.41\|55.44\|57.89\|54.80\|93952;2026-08-07\|59.54\|5.16\|56.38\|60.50\|55.80\|107196;2026-08-10\|57.85\|-2.84\|60.00\|60.16\|56.50\|97621;2026-08-11\|63.63\|9.99\|57.28\|66.00\|56.80\|168081;2026-08-12\|62.45\|-1.85\|63.40\|63.70\|61.93\|112886;2026-08-13\|62.60\|0.24\|64.01\|66.33\|62.50\|127376;2026-08-14\|69.65\|11.26\|66.04\|70.36\|65.31\|203167;2026-08-17\|70.88\|1.77\|69.65\|72.85\|68.99\|185855;2026-08-18\|71.03\|0.21\|70.88\|73.23\|69.52\|166195;2026-08-19\|67.36\|-5.17\|68.41\|71.35\|67.00\|149624;2026-08-20\|68.20\|1.25\|68.70\|70.77\|66.69\|100467;2026-08-21\|68.15\|-0.07\|67.89\|69.91\|67.00\|87658;2026-08-24\|66.04\|-3.10\|69.55\|70.32\|64.83\|105904;2026-08-25\|66.65\|0.92\|65.00\|68.29\|63.79\|92609;2026-08-26\|63.35\|-4.95\|68.00\|68.86\|63.25\|107008;2026-08-27\|68.58\|8.26\|64.04\|69.55\|62.89\|123962;2026-08-28\|64.84\|-5.45\|68.43\|68.76\|64.82\|100407;2026-08-31\|68.81\|6.12\|63.28\|69.69\|62.82\|117150;2026-09-01\|65.08\|-5.42\|68.42\|68.81\|64.85\|89986;2026-09-02\|63.35\|-2.66\|63.99\|64.78\|62.91\|59503;2026-09-03\|65.22\|2.95\|63.99\|66.40\|62.18\|85382;2026-09-04\|61.00\|-6.47\|65.75\|66.05\|59.23\|91829;2026-09-07\|62.64\|2.69\|62.00\|63.28\|61.51\|73814;2026-09-08\|61.92\|-1.15\|62.31\|64.20\|61.23\|62666;2026-09-09\|61.45\|-0.76\|63.00\|63.77\|61.06\|48332;2026-09-10\|61.13\|-0.52\|60.91\|62.15\|60.60\|47329;2026-09-11\|59.60\|-2.50\|60.20\|60.79\|57.52\|62100;2026-09-14\|58.99\|-1.02\|58.60\|59.47\|57.84\|45484;2026-09-15\|59.17\|0.31\|58.51\|60.98\|58.22\|46726;2026-09-16\|62.80\|6.13\|59.50\|64.20\|58.76\|69501;2026-09-17\|62.65\|-0.24\|61.70\|64.54\|61.70\|70305;2026-09-18\|65.20\|4.07\|63.99\|66.59\|63.30\|93731;2026-09-21\|64.84\|-0.55\|66.50\|66.88\|64.50\|75143;2026-09-22\|64.19\|-1.00\|65.85\|66.50\|63.96\|67577;2026-09-23\|64.36\|0.26\|64.80\|65.58\|64.00\|42247;2026-09-24\|61.61\|-4.27\|64.70\|64.77\|61.57\|42628;2026-09-28\|57.25\|-7.08\|62.00\|62.00\|56.41\|65586;2026-09-29\|57.69\|0.77\|57.78\|58.20\|57.04\|42130;2026-09-30\|55.80\|-3.28\|57.16\|58.33\|55.55\|45747;2026-10-08\|52.55\|-5.82\|55.44\|55.97\|51.95\|63827;2026-10-09\|52.23\|-0.61\|52.40\|52.87\|49.70\|66576;2026-10-12\|49.57\|-5.09\|52.47\|52.48\|49.49\|61714;2026-10-13\|49.25\|-0.65\|48.35\|49.87\|46.70\|61544;2026-10-14\|47.50\|-3.55\|48.27\|49.36\|47.33\|56543;2026-10-15\|44.97\|-5.33\|45.80\|46.39\|44.45\|79953;2026-10-16\|44.90\|-0.16\|45.99\|46.46\|44.36\|59682;2026-10-19\|46.96\|4.59\|44.58\|47.48\|44.09\|89713;2026-10-20\|47.26\|0.64\|46.61\|48.09\|45.76\|71653;2026-10-21\|47.78\|1.10\|47.60\|48.99\|47.51\|62641;2026-10-22\|46.00\|-3.73\|48.23\|48.23\|45.41\|57514;2026-10-23\|47.56\|3.39\|44.93\|47.86\|43.03\|78403;2026-10-26\|45.15\|-5.07\|47.05\|47.07\|44.74\|58014;2026-10-27\|43.21\|-4.30\|45.90\|46.40\|43.15\|54108;2026-10-28\|46.03\|6.53\|44.77\|46.72\|44.44\|78285;2026-10-29\|42.93\|-6.73\|45.24\|45.87\|42.90\|72316;2026-10-30\|38.76\|-9.71\|39.96\|41.88\|38.76\|96143;2026-11-02\|38.32\|-1.14\|39.00\|39.88\|37.52\|96737;2026-11-03\|36.28\|-5.32\|37.82\|38.26\|35.93\|83346;2026-11-04\|40.41\|11.38\|36.47\|40.48\|36.00\|11034263;2026-11-05\|40.81\|0.99\|39.11\|42.20\|39.05\|6383596
134371	隔夜美股芯片股走高		1、公司光刻胶产品主要有两类，第一类主要是应用在面板领域的正性光刻胶和负性光刻胶产品，当下两者已形成稳定营收；第二类是应用于半导体领域的i-line光刻胶及KrF配套Barc光刻胶，其中i-line光刻胶和Barc光刻胶都已经形成少量销售； 2、公司光纤光缆涂覆材料主要用于光纤光缆制造过程，保护光导玻璃纤维免受外界环境影响、保持其足够的机械强度和光学性能，下游客户基本覆盖了光纤光缆行业的国内上市公司以及知名制造企业	2026-06-25\|56.66\|3.58\|56.06\|58.30\|54.23\|1045465;2026-06-26\|61.29\|8.17\|56.61\|63.95\|55.62\|1136233;2026-06-29\|64.26\|4.85\|61.48\|65.31\|55.27\|1349755;2026-06-30\|61.75\|-3.91\|62.21\|63.59\|59.50\|924900;2026-07-01\|60.01\|-2.82\|60.58\|64.88\|58.60\|987738;2026-07-02\|56.74\|-5.45\|55.99\|59.97\|53.10\|749757;2026-07-03\|52.34\|-7.75\|56.35\|56.73\|52.01\|701380;2026-07-06\|49.81\|-4.83\|53.40\|53.66\|48.50\|525756;2026-07-07\|48.75\|-2.13\|49.06\|50.20\|47.60\|418486;2026-07-08\|46.96\|-3.67\|48.88\|49.55\|44.81\|465517;2026-07-09\|49.72\|6.04\|48.02\|49.90\|46.91\|513225;2026-07-10\|46.75\|-5.97\|50.99\|52.86\|46.75\|709161;2026-07-13\|43.43\|-7.10\|46.00\|47.56\|43.20\|503530;2026-07-14\|44.48\|2.42\|44.31\|44.93\|42.00\|430926;2026-07-15\|41.59\|-6.50\|45.40\|46.37\|41.32\|427006;2026-07-16\|38.46\|-7.53\|40.00\|41.69\|38.15\|472026;2026-07-17\|35.64\|-7.33\|38.03\|39.08\|35.62\|495728;2026-07-20\|31.69\|-11.08\|36.50\|36.98\|30.20\|610733;2026-07-21\|35.22\|11.14\|32.33\|35.30\|28.56\|704066;2026-07-22\|33.95\|-3.61\|34.50\|35.84\|33.69\|517339;2026-07-23\|33.74\|-0.62\|33.96\|35.07\|33.09\|379412;2026-07-24\|33.09\|-1.93\|33.26\|34.30\|32.66\|333293;2026-07-27\|35.36\|6.86\|33.02\|35.40\|32.05\|480381;2026-07-28\|33.04\|-6.56\|35.36\|35.83\|32.76\|451183;2026-07-29\|32.05\|-3.00\|32.97\|33.34\|30.44\|478985;2026-07-30\|31.00\|-3.28\|31.94\|33.80\|30.21\|469654;2026-07-31\|31.47\|1.52\|33.61\|34.34\|31.36\|530201;2026-08-03\|29.98\|-4.73\|30.97\|31.43\|29.90\|346446;2026-08-04\|32.10\|7.07\|30.54\|32.46\|30.28\|390026;2026-08-05\|34.36\|7.04\|31.88\|34.83\|31.81\|447103;2026-08-06\|35.59\|3.58\|33.66\|36.00\|33.66\|483789;2026-08-07\|36.81\|3.43\|35.60\|37.23\|34.83\|486190;2026-08-10\|36.50\|-0.84\|36.86\|37.26\|35.69\|381631;2026-08-11\|36.68\|0.49\|36.28\|37.65\|35.85\|355742;2026-08-12\|37.04\|0.98\|36.71\|37.65\|36.40\|330737;2026-08-13\|35.83\|-3.27\|37.59\|37.69\|35.80\|380243;2026-08-14\|36.94\|3.10\|36.31\|37.04\|36.16\|309527;2026-08-17\|39.20\|6.12\|37.27\|39.23\|36.76\|482216;2026-08-18\|38.40\|-2.04\|38.70\|39.13\|37.77\|411909;2026-08-19\|35.23\|-8.26\|36.81\|37.52\|34.73\|384003;2026-08-20\|35.37\|0.40\|35.60\|36.10\|34.82\|282116;2026-08-21\|35.67\|0.85\|35.00\|36.07\|34.38\|235143;2026-08-24\|35.16\|-1.43\|35.50\|35.58\|33.90\|247842;2026-08-25\|34.87\|-0.82\|34.57\|35.57\|33.07\|212619;2026-08-26\|35.07\|0.57\|34.88\|35.47\|34.20\|202531;2026-08-27\|36.51\|4.11\|35.14\|36.65\|34.65\|409675;2026-08-28\|35.52\|-2.71\|36.30\|36.97\|35.36\|401305;2026-08-31\|36.41\|2.51\|34.51\|36.49\|34.45\|329113;2026-09-01\|35.00\|-3.87\|36.43\|36.63\|34.57\|284681;2026-09-02\|33.91\|-3.11\|34.17\|34.36\|33.60\|246010;2026-09-03\|33.76\|-0.44\|34.16\|34.33\|33.20\|208871;2026-09-04\|32.23\|-4.53\|33.97\|34.19\|31.79\|283721;2026-09-07\|33.11\|2.73\|32.50\|33.45\|31.98\|238750;2026-09-08\|32.99\|-0.36\|33.01\|33.77\|32.67\|200481;2026-09-09\|33.49\|1.52\|33.26\|34.74\|33.13\|282066;2026-09-10\|33.30\|-0.57\|33.00\|33.89\|32.81\|175502;2026-09-11\|32.80\|-1.50\|32.71\|33.09\|31.60\|200874;2026-09-14\|34.69\|5.76\|32.51\|34.80\|31.86\|324755;2026-09-15\|35.22\|1.53\|34.02\|35.61\|34.02\|373966;2026-09-16\|36.40\|3.35\|35.10\|36.74\|34.90\|419935;2026-09-17\|37.12\|1.98\|36.62\|37.33\|36.16\|506045;2026-09-18\|38.35\|3.31\|37.53\|38.89\|36.40\|568823;2026-09-21\|38.35\|0.00\|39.09\|39.30\|38.02\|370418;2026-09-22\|37.92\|-1.12\|38.93\|39.10\|37.46\|341299;2026-09-23\|39.14\|3.22\|37.89\|39.30\|37.72\|377878;2026-09-24\|37.77\|-3.50\|38.78\|39.00\|37.68\|234044;2026-09-28\|35.60\|-5.75\|37.77\|38.10\|35.35\|304205;2026-09-29\|34.94\|-1.85\|35.55\|35.74\|34.46\|265007;2026-09-30\|33.92\|-2.92\|35.24\|35.60\|33.43\|223182;2026-10-08\|31.72\|-6.49\|33.99\|34.13\|31.30\|260365;2026-10-09\|30.25\|-4.63\|31.47\|31.50\|28.63\|338121;2026-10-12\|29.49\|-2.51\|29.65\|30.63\|29.02\|212365;2026-10-13\|29.30\|-0.64\|28.80\|29.80\|27.75\|257191;2026-10-14\|28.35\|-3.24\|29.08\|29.70\|28.29\|179570;2026-10-15\|27.43\|-3.25\|27.27\|27.88\|26.82\|243365;2026-10-16\|27.04\|-1.42\|28.28\|28.28\|26.80\|221710;2026-10-19\|27.05\|0.04\|26.71\|27.35\|25.95\|214645;2026-10-20\|27.95\|3.33\|27.05\|28.58\|26.79\|233147;2026-10-21\|27.95\|0.00\|28.28\|28.73\|27.82\|175162;2026-10-22\|26.87\|-3.86\|28.00\|28.20\|26.79\|194895;2026-10-23\|27.15\|1.04\|26.50\|27.34\|24.81\|290283;2026-10-26\|26.05\|-4.05\|26.69\|26.93\|25.97\|185959;2026-10-27\|27.04\|3.80\|27.50\|28.88\|27.03\|520125;2026-10-28\|28.35\|4.84\|27.98\|28.60\|27.48\|403898;2026-10-29\|26.71\|-5.78\|28.21\|28.35\|26.58\|318564;2026-10-30\|26.34\|-1.39\|25.88\|27.88\|25.74\|374511;2026-11-02\|27.97\|6.19\|27.01\|28.38\|27.01\|442933;2026-11-03\|26.72\|-4.47\|27.66\|27.83\|26.49\|349297;2026-11-04\|29.79\|11.49\|26.96\|29.80\|26.96\|530879;2026-11-05\|29.70\|-0.30\|28.89\|30.45\|28.80\|331230
134370	隔夜美股芯片股走高	测量仪器+自研芯片+高端新品 1、据2026年9月8日公告，公司发布旗舰级任意波形发生器，最高输出频率和信号带宽达8GHz，可用于高速器件及汽车电子测试。 2、据2026年9月15日互动易，公司自研示波器前端芯片带宽提升至40GHz，2026年上半年高端产品销售收入同比增长65.75%，收入占比升至40%。 3、据2026年9月14日互动易，公司主营数字示波器、矢量网络分析仪、信号发生器等通用电子测试测量仪器，2026年上半年营收同比增长28.31%，归母净利润同比增长19.40%。	1、，公司自研示波器前端芯片带宽达40吉赫兹，33吉赫兹高速数字示波器搭载自研前端芯片组，产品广泛应用于通讯、半导体芯片、人工智能数据中心等领域； 2、国内头部电子测量仪器供应商，可为光模块、AI芯片、电源等下游客户提供测试仪器，用于研发和产线测试	2026-06-25\|73.91\|3.91\|73.42\|76.42\|71.52\|56176;2026-06-26\|69.90\|-5.43\|73.98\|74.88\|68.50\|43554;2026-06-29\|70.30\|0.57\|69.79\|74.30\|67.33\|47520;2026-06-30\|73.46\|4.50\|70.50\|75.34\|69.22\|39731;2026-07-01\|79.47\|8.18\|74.00\|80.06\|72.18\|60913;2026-07-02\|80.30\|1.04\|76.02\|84.85\|74.30\|70711;2026-07-03\|84.91\|5.74\|80.44\|88.77\|77.88\|67888;2026-07-06\|77.37\|-8.88\|87.55\|91.17\|76.88\|82883;2026-07-07\|74.13\|-4.19\|75.93\|79.19\|72.50\|59426;2026-07-08\|71.98\|-2.90\|74.64\|76.50\|66.15\|60730;2026-07-09\|72.60\|0.86\|72.08\|72.98\|67.68\|42277;2026-07-10\|69.02\|-4.93\|72.93\|74.98\|69.02\|45510;2026-07-13\|63.41\|-8.13\|68.68\|69.69\|61.80\|45905;2026-07-14\|65.95\|4.01\|63.35\|67.13\|62.00\|28501;2026-07-15\|63.82\|-3.23\|66.00\|66.64\|62.75\|22225;2026-07-16\|61.68\|-3.35\|63.00\|65.47\|60.58\|25257;2026-07-17\|55.53\|-9.97\|60.96\|62.80\|55.02\|38563;2026-07-20\|49.51\|-10.84\|56.53\|57.00\|48.21\|49742;2026-07-21\|53.04\|7.13\|50.00\|53.30\|45.00\|46681;2026-07-22\|51.37\|-3.15\|52.99\|54.16\|50.95\|35774;2026-07-23\|50.29\|-2.10\|51.72\|52.75\|49.30\|23673;2026-07-24\|48.80\|-2.96\|50.00\|50.62\|48.21\|19957;2026-07-27\|50.98\|4.47\|49.26\|51.34\|48.05\|24024;2026-07-28\|47.43\|-6.96\|50.49\|51.24\|46.80\|20934;2026-07-29\|46.79\|-1.35\|47.44\|47.93\|44.68\|27106;2026-07-30\|43.58\|-6.86\|46.57\|46.57\|43.17\|27645;2026-07-31\|45.70\|4.86\|45.87\|49.35\|45.66\|30718;2026-08-03\|44.67\|-2.25\|46.07\|46.07\|43.88\|23018;2026-08-04\|47.80\|7.01\|45.50\|48.38\|44.56\|20826;2026-08-05\|50.54\|5.73\|48.58\|51.20\|47.00\|24630;2026-08-06\|51.48\|1.86\|49.90\|52.46\|49.90\|20724;2026-08-07\|52.70\|2.37\|51.71\|53.35\|50.60\|22104;2026-08-10\|50.81\|-3.59\|52.69\|53.11\|50.00\|31040;2026-08-11\|50.11\|-1.38\|50.80\|50.90\|49.12\|23548;2026-08-12\|51.58\|2.93\|50.61\|53.20\|50.00\|27889;2026-08-13\|51.30\|-0.54\|52.80\|54.30\|51.14\|34467;2026-08-14\|52.52\|2.38\|51.50\|52.58\|51.05\|17547;2026-08-17\|58.19\|10.80\|52.73\|58.40\|52.30\|40532;2026-08-18\|69.83\|20.00\|61.95\|69.83\|61.06\|50551;2026-08-19\|67.84\|-2.85\|69.00\|71.00\|65.65\|103967;2026-08-20\|70.50\|3.92\|69.30\|73.50\|66.02\|77465;2026-08-21\|71.11\|0.87\|70.49\|73.25\|68.85\|54720;2026-08-24\|68.21\|-4.08\|70.90\|71.50\|66.00\|43087;2026-08-25\|68.95\|1.08\|68.16\|69.85\|65.13\|34814;2026-08-26\|66.30\|-3.84\|70.30\|70.66\|65.50\|29595;2026-08-27\|69.68\|5.10\|66.71\|69.88\|64.99\|40307;2026-08-28\|69.55\|-0.19\|68.65\|72.28\|68.46\|30075;2026-08-31\|71.20\|2.37\|66.73\|71.70\|66.73\|29487;2026-09-01\|68.59\|-3.67\|71.69\|71.74\|68.00\|26821;2026-09-02\|66.50\|-3.05\|68.00\|68.99\|66.36\|22987;2026-09-03\|66.18\|-0.48\|67.74\|67.74\|65.02\|24942;2026-09-04\|64.61\|-2.37\|67.00\|69.49\|63.89\|26762;2026-09-07\|69.57\|7.68\|65.97\|69.93\|65.83\|35064;2026-09-08\|69.82\|0.36\|69.17\|71.60\|68.11\|39618;2026-09-09\|71.13\|1.88\|71.50\|74.30\|70.51\|46397;2026-09-10\|66.63\|-6.33\|68.11\|70.11\|66.02\|49733;2026-09-11\|64.00\|-3.95\|65.28\|65.90\|61.23\|39255;2026-09-14\|67.83\|5.98\|62.90\|68.45\|62.00\|32141;2026-09-15\|67.64\|-0.28\|67.11\|69.34\|67.11\|18824;2026-09-16\|68.36\|1.06\|63.78\|69.72\|63.78\|26368;2026-09-17\|72.15\|5.54\|68.50\|72.76\|67.42\|42787;2026-09-18\|76.49\|6.02\|72.49\|77.70\|70.26\|61960;2026-09-21\|91.79\|20.00\|81.80\|91.79\|81.17\|104878;2026-09-22\|105.01\|14.40\|98.89\|106.98\|97.20\|133828;2026-09-23\|114.98\|9.49\|105.00\|118.44\|101.92\|139982;2026-09-24\|117.08\|1.83\|115.92\|122.00\|114.01\|112617;2026-09-28\|102.66\|-12.32\|115.32\|116.79\|96.31\|161919;2026-09-29\|104.25\|1.55\|102.71\|110.65\|101.42\|115441;2026-09-30\|98.00\|-6.00\|104.91\|105.17\|97.99\|96076;2026-10-08\|91.68\|-6.45\|98.80\|98.98\|91.64\|76557;2026-10-09\|87.36\|-4.71\|91.24\|91.65\|84.00\|65546;2026-10-12\|82.09\|-6.03\|86.97\|87.37\|81.50\|54897;2026-10-13\|85.70\|4.40\|78.68\|87.70\|78.51\|88739;2026-10-14\|84.35\|-1.58\|86.43\|88.99\|82.59\|60352;2026-10-15\|80.20\|-4.92\|79.04\|82.63\|78.83\|52987;2026-10-16\|78.90\|-1.62\|82.00\|83.55\|78.00\|50851;2026-10-19\|76.00\|-3.68\|78.00\|79.90\|71.21\|56230;2026-10-20\|77.94\|2.55\|75.30\|80.50\|74.00\|47008;2026-10-21\|76.90\|-1.33\|78.72\|80.50\|76.12\|41936;2026-10-22\|73.87\|-3.94\|78.00\|79.57\|73.50\|52159;2026-10-23\|73.90\|0.04\|73.87\|74.50\|66.39\|52545;2026-10-26\|70.58\|-4.49\|73.20\|73.88\|70.01\|39745;2026-10-27\|65.59\|-7.07\|71.99\|73.74\|65.02\|44180;2026-10-28\|70.73\|7.84\|67.00\|71.81\|65.21\|49284;2026-10-29\|65.90\|-6.83\|70.75\|70.75\|65.66\|34009;2026-10-30\|59.95\|-9.03\|63.00\|64.91\|59.40\|42600;2026-11-02\|62.82\|4.79\|61.14\|64.65\|59.20\|45327;2026-11-03\|57.80\|-7.99\|62.79\|62.79\|56.90\|44440;2026-11-04\|64.55\|11.68\|58.20\|65.03\|56.49\|4943910;2026-11-05\|62.12\|-3.76\|62.00\|64.63\|60.21\|3258411
134369	隔夜美股芯片股走高	空白掩膜版+半导体材料+光伏银浆行业原因： 1、据财信证券8月12日研报，AI推理需求爆发重塑存储需求结构，云厂商资本开支高增带动服务器存储成为核心增长引擎，供需关系的结构性重塑有望使本轮周期持续性更强。 2、上周五美股存储芯片板块延续涨势，闪迪涨超7%，西部数据涨超4%，美光科技涨超2%，对市场情绪产生积极映射。公司原因： 1、据2026年4月30日业绩说明会，公司已完成对SK Enpulse旗下空白掩膜版业务的收购，产品已通过SK海力士等客户量产验证并实现量产销售，国内部分客户已签订年度框架订单。 2、据2025年年报及2026年4月30日业绩说明会，公司是全球领先的光伏电池金属化综合解决方案提供商，2026年一季度综合市占率超30%，优势产品市占率超40%。 3、据2026年8月12日公告，公司拟与关联人共同投资产业平台，加强在半导体材料相关领域的产业布局，深化产融协同。	公司空白掩膜版产品已通过SK海力士、TMC、迪思微、中微掩模等国内外半导体客户的量产验证	2026-11-04\|45.89\|11.71\|41.21\|45.96\|40.41\|12767013;2026-11-05\|51.78\|12.84\|44.72\|53.27\|44.09\|15109090
134368	隔夜美股芯片股走高		公司产品线已覆盖了半导体芯片掩膜版中的封装领域	2026-11-04\|29.85\|11.71\|27.25\|30.01\|26.78\|10545500;2026-11-05\|30.16\|1.04\|28.90\|30.73\|28.82\|7779254
134367	隔夜美股芯片股走高		子公司近期在KrF/ArF高端晶圆光刻胶领域持续取得订单突破	2026-06-25\|95.45\|-1.29\|97.20\|97.58\|92.42\|515431;2026-06-26\|95.07\|-0.40\|95.45\|98.98\|93.10\|576831;2026-06-29\|104.00\|9.39\|97.91\|104.60\|93.25\|750900;2026-06-30\|105.97\|1.89\|100.29\|106.55\|97.50\|677791;2026-07-01\|100.30\|-5.35\|105.00\|111.03\|98.50\|688716;2026-07-02\|93.37\|-6.91\|95.68\|98.37\|90.85\|588095;2026-07-03\|89.88\|-3.74\|92.99\|93.71\|88.21\|470897;2026-07-06\|90.56\|0.76\|91.67\|92.96\|86.88\|425937;2026-07-07\|91.26\|0.77\|89.00\|92.55\|87.51\|367476;2026-07-08\|89.36\|-2.08\|91.26\|92.38\|83.00\|517493;2026-07-09\|95.99\|7.42\|91.59\|96.18\|90.01\|566472;2026-07-10\|83.10\|-13.43\|96.00\|98.00\|82.88\|980342;2026-07-13\|79.92\|-3.83\|83.85\|84.84\|79.27\|539485;2026-07-14\|82.60\|3.35\|81.35\|83.65\|77.01\|451706;2026-07-15\|77.92\|-5.67\|83.85\|84.56\|77.33\|369761;2026-07-16\|72.50\|-6.96\|75.55\|78.20\|71.95\|449597;2026-07-17\|69.41\|-4.26\|72.88\|74.49\|69.33\|511517;2026-07-20\|65.88\|-5.09\|71.43\|72.01\|63.79\|535823;2026-07-21\|77.32\|17.36\|67.05\|77.90\|64.11\|675004;2026-07-22\|75.55\|-2.29\|76.56\|79.32\|74.91\|463894;2026-07-23\|72.42\|-4.14\|76.10\|76.55\|71.50\|342108;2026-07-24\|73.79\|1.89\|71.79\|75.50\|70.11\|364108;2026-07-27\|74.17\|0.52\|73.02\|75.69\|71.18\|409431;2026-07-28\|71.31\|-3.86\|72.00\|76.38\|70.48\|491996;2026-07-29\|69.60\|-2.40\|70.91\|71.49\|66.30\|440282;2026-07-30\|65.53\|-5.85\|69.60\|69.87\|63.90\|431109;2026-07-31\|68.68\|4.81\|70.98\|73.33\|68.57\|464053;2026-08-03\|62.90\|-8.42\|68.00\|68.59\|62.62\|405501;2026-08-04\|70.05\|11.37\|64.48\|70.81\|63.15\|510451;2026-08-05\|74.02\|5.67\|70.48\|75.34\|70.06\|478070;2026-08-06\|76.80\|3.76\|73.00\|77.82\|72.00\|432164;2026-08-07\|77.74\|1.22\|76.70\|79.17\|76.19\|429576;2026-08-10\|78.65\|1.17\|78.98\|79.65\|76.85\|340079;2026-08-11\|76.52\|-2.71\|77.30\|79.00\|76.22\|279162;2026-08-12\|77.58\|1.39\|77.01\|78.50\|76.33\|249121;2026-08-13\|74.92\|-3.43\|78.99\|78.99\|74.80\|315642;2026-08-14\|76.14\|1.63\|76.02\|76.85\|74.75\|201473;2026-08-17\|81.30\|6.78\|76.43\|82.30\|76.18\|423586;2026-08-18\|81.48\|0.22\|81.62\|82.99\|79.85\|310108;2026-08-19\|74.54\|-8.52\|78.13\|80.40\|74.00\|383611;2026-08-20\|74.46\|-0.11\|75.60\|75.98\|72.60\|247992;2026-08-21\|73.84\|-0.83\|74.00\|75.30\|73.00\|188203;2026-08-24\|73.62\|-0.30\|73.96\|74.39\|71.60\|279970;2026-08-25\|72.19\|-1.94\|72.69\|72.75\|69.36\|243614;2026-08-26\|72.19\|0.00\|72.20\|73.17\|70.74\|197794;2026-08-27\|75.00\|3.89\|73.00\|75.46\|72.07\|278903;2026-08-28\|72.50\|-3.33\|74.20\|75.68\|72.50\|240511;2026-08-31\|72.72\|0.30\|71.89\|73.79\|69.62\|283924;2026-09-01\|69.37\|-4.61\|72.96\|73.67\|69.21\|210815;2026-09-02\|68.73\|-0.92\|67.82\|69.66\|67.50\|148898;2026-09-03\|68.51\|-0.32\|69.37\|70.00\|67.60\|148803;2026-09-04\|66.20\|-3.37\|69.01\|70.15\|65.54\|224618;2026-09-07\|68.45\|3.40\|67.39\|69.45\|66.82\|214751;2026-09-08\|67.55\|-1.31\|68.82\|69.35\|67.08\|182019;2026-09-09\|67.72\|0.25\|68.25\|69.24\|67.17\|148493;2026-09-10\|67.32\|-0.59\|67.50\|68.45\|66.31\|114718;2026-09-11\|66.64\|-1.01\|66.36\|67.12\|64.56\|162200;2026-09-14\|66.94\|0.45\|65.57\|67.65\|64.64\|132546;2026-09-15\|68.02\|1.61\|66.45\|69.38\|66.44\|189825;2026-09-16\|70.39\|3.48\|68.33\|70.76\|67.67\|286707;2026-09-17\|71.15\|1.08\|70.51\|71.82\|69.94\|259381;2026-09-18\|72.58\|2.01\|72.48\|73.28\|70.39\|300537;2026-09-21\|72.11\|-0.65\|73.65\|73.93\|71.70\|201551;2026-09-22\|71.07\|-1.44\|73.16\|73.44\|70.85\|202501;2026-09-23\|71.13\|0.08\|71.80\|72.18\|70.82\|124267;2026-09-24\|70.11\|-1.43\|70.32\|71.02\|69.53\|133674;2026-09-28\|67.50\|-3.72\|70.38\|71.10\|67.10\|192009;2026-09-29\|68.38\|1.30\|67.07\|68.75\|66.50\|138590;2026-09-30\|67.45\|-1.36\|69.48\|69.71\|66.47\|132888;2026-10-08\|62.94\|-6.69\|67.55\|68.10\|62.31\|234967;2026-10-09\|63.53\|0.94\|62.46\|64.50\|60.73\|321107;2026-10-12\|62.45\|-1.70\|62.81\|65.10\|61.12\|182813;2026-10-13\|62.45\|0.00\|60.90\|63.75\|59.75\|187688;2026-10-14\|59.91\|-4.07\|62.48\|62.75\|59.80\|157969;2026-10-15\|57.60\|-3.86\|57.86\|58.58\|56.85\|222489;2026-10-16\|57.51\|-0.16\|58.60\|59.17\|56.93\|175299;2026-10-19\|57.11\|-0.70\|57.92\|57.92\|55.89\|144272;2026-10-20\|58.09\|1.72\|56.81\|59.01\|56.56\|163434;2026-10-21\|58.20\|0.19\|58.65\|59.78\|57.90\|134150;2026-10-22\|56.43\|-3.04\|58.33\|58.55\|56.37\|177585;2026-10-23\|59.10\|4.73\|55.97\|59.35\|53.61\|274685;2026-10-26\|57.38\|-2.91\|58.98\|59.56\|57.17\|180225;2026-10-27\|56.16\|-2.13\|58.80\|59.28\|56.16\|158637;2026-10-28\|58.60\|4.34\|57.84\|59.27\|56.61\|237607;2026-10-29\|57.72\|-1.50\|58.00\|58.96\|56.57\|199894;2026-10-30\|54.00\|-6.44\|56.00\|57.10\|53.99\|232746;2026-11-02\|56.35\|4.35\|54.84\|57.50\|54.00\|218488;2026-11-03\|54.20\|-3.82\|55.25\|56.65\|53.58\|203074;2026-11-04\|60.55\|11.72\|54.21\|61.16\|53.83\|360539;2026-11-05\|63.18\|4.34\|59.01\|64.50\|59.01\|247172
134366	隔夜美股芯片股走高		公司与上海语荻签署战略合作框架协议，加码精密光学物镜及系统，后者创始股东及核心团队来自于上海光机所，主要从事半导体设备精密光学物镜及组件、卫星激光通信光学系统等产品主要客户包括部分国内半导体设备、商业卫星等领域的头部公司	2026-06-25\|72.86\|5.87\|68.88\|73.28\|68.13\|180014;2026-06-26\|68.22\|-6.37\|71.52\|72.13\|67.00\|143604;2026-06-29\|66.19\|-2.98\|69.40\|70.70\|62.40\|178952;2026-06-30\|71.11\|7.43\|66.80\|71.88\|65.85\|173354;2026-07-01\|72.43\|1.86\|71.48\|75.90\|70.44\|192462;2026-07-02\|68.75\|-5.08\|71.58\|73.80\|68.34\|156301;2026-07-03\|66.22\|-3.68\|68.12\|69.12\|65.50\|138767;2026-07-06\|63.52\|-4.08\|66.58\|67.45\|62.00\|128424;2026-07-07\|61.00\|-3.97\|62.98\|64.30\|60.20\|100114;2026-07-08\|62.17\|1.92\|61.37\|64.00\|56.15\|180606;2026-07-09\|66.10\|6.32\|62.93\|67.00\|60.50\|139274;2026-07-10\|65.00\|-1.66\|66.01\|67.48\|64.51\|128277;2026-07-13\|58.59\|-9.86\|64.00\|67.36\|58.44\|160166;2026-07-14\|58.35\|-0.41\|59.21\|59.80\|55.55\|131333;2026-07-15\|54.62\|-6.39\|59.98\|61.61\|54.36\|138045;2026-07-16\|52.52\|-3.84\|53.41\|56.62\|52.35\|153182;2026-07-17\|44.56\|-15.16\|51.81\|52.99\|44.45\|202659;2026-07-20\|39.00\|-12.48\|46.56\|47.20\|37.33\|274400;2026-07-21\|42.50\|8.97\|39.70\|42.56\|33.88\|275373;2026-07-22\|41.37\|-2.66\|42.00\|43.88\|40.79\|175586;2026-07-23\|42.76\|3.36\|41.78\|43.63\|39.96\|172772;2026-07-24\|42.50\|-0.61\|43.16\|43.62\|41.51\|160105;2026-07-27\|43.50\|2.35\|42.29\|43.75\|40.16\|137242;2026-07-28\|40.00\|-8.05\|43.38\|45.55\|39.61\|261313;2026-07-29\|38.91\|-2.73\|40.68\|41.00\|37.00\|225685;2026-07-30\|35.98\|-7.53\|38.34\|38.82\|35.43\|180728;2026-07-31\|38.91\|8.14\|39.21\|41.45\|38.55\|193391;2026-08-03\|36.66\|-5.78\|38.66\|39.30\|36.33\|140655;2026-08-04\|39.69\|8.27\|37.32\|40.20\|36.71\|161384;2026-08-05\|42.45\|6.95\|39.50\|43.21\|39.28\|164341;2026-08-06\|44.74\|5.39\|42.17\|45.30\|41.51\|154912;2026-08-07\|47.14\|5.36\|45.30\|47.50\|44.44\|159241;2026-08-10\|46.76\|-0.81\|47.12\|47.59\|45.75\|114269;2026-08-11\|48.75\|4.26\|46.27\|50.68\|45.50\|175768;2026-08-12\|49.35\|1.23\|48.70\|50.30\|48.16\|107133;2026-08-13\|47.75\|-3.24\|49.89\|50.33\|47.57\|120771;2026-08-14\|50.36\|5.47\|48.21\|50.87\|48.21\|127140;2026-08-17\|52.62\|4.49\|50.66\|52.69\|50.00\|113566;2026-08-18\|52.02\|-1.14\|53.12\|54.00\|51.20\|112284;2026-08-19\|46.13\|-11.32\|50.36\|50.65\|45.69\|164324;2026-08-20\|49.00\|6.22\|46.99\|50.17\|46.50\|151487;2026-08-21\|48.51\|-1.00\|48.47\|49.10\|46.91\|96184;2026-08-24\|48.42\|-0.19\|48.41\|50.55\|46.86\|152006;2026-08-25\|47.81\|-1.26\|47.94\|48.63\|44.70\|131981;2026-08-26\|47.73\|-0.17\|47.77\|48.69\|45.60\|104501;2026-08-27\|49.81\|4.36\|48.21\|49.93\|47.33\|129635;2026-08-28\|47.66\|-4.32\|49.36\|49.64\|47.40\|110802;2026-08-31\|49.66\|4.20\|46.63\|49.75\|46.15\|125263;2026-09-01\|48.19\|-2.96\|49.80\|49.80\|47.61\|92507;2026-09-02\|47.59\|-1.25\|47.52\|48.91\|47.06\|78471;2026-09-03\|49.57\|4.16\|48.51\|50.85\|48.41\|130287;2026-09-04\|47.20\|-4.78\|49.50\|50.25\|46.40\|127674;2026-09-07\|48.40\|2.54\|48.08\|48.98\|47.00\|126813;2026-09-08\|48.00\|-0.83\|47.80\|48.69\|46.82\|99570;2026-09-09\|47.17\|-1.73\|48.38\|50.08\|47.02\|99457;2026-09-10\|46.30\|-1.84\|46.88\|47.30\|46.13\|68549;2026-09-11\|44.61\|-3.65\|45.47\|45.98\|43.13\|101898;2026-09-14\|45.19\|1.30\|44.00\|45.77\|43.25\|79780;2026-09-15\|45.29\|0.22\|44.66\|46.30\|44.63\|74799;2026-09-16\|48.39\|6.84\|45.61\|49.27\|44.77\|114199;2026-09-17\|47.48\|-1.88\|48.24\|48.85\|46.98\|70768;2026-09-18\|48.56\|2.27\|48.54\|48.99\|47.24\|94624;2026-09-21\|49.41\|1.75\|48.87\|49.55\|48.34\|88777;2026-09-22\|49.76\|0.71\|50.27\|51.65\|49.46\|105127;2026-09-23\|49.19\|-1.15\|49.77\|50.17\|48.99\|61958;2026-09-24\|47.31\|-3.82\|48.85\|49.24\|47.07\|63683;2026-09-28\|43.48\|-8.10\|47.08\|47.28\|42.89\|103736;2026-09-29\|43.20\|-0.64\|43.00\|43.66\|42.60\|54491;2026-09-30\|42.27\|-2.15\|44.99\|45.32\|42.12\|66006;2026-10-08\|40.88\|-3.29\|42.61\|44.37\|40.38\|84624;2026-10-09\|39.45\|-3.50\|40.64\|41.17\|37.16\|114071;2026-10-12\|38.22\|-3.12\|39.45\|39.57\|37.97\|60824;2026-10-13\|38.02\|-0.52\|37.00\|38.50\|35.25\|93140;2026-10-14\|36.89\|-2.97\|37.83\|38.06\|36.77\|54309;2026-10-15\|34.63\|-6.13\|35.01\|35.89\|34.30\|96714;2026-10-16\|34.17\|-1.33\|35.43\|35.90\|33.85\|61617;2026-10-19\|33.80\|-1.08\|33.58\|34.18\|31.92\|77962;2026-10-20\|34.59\|2.34\|33.58\|35.35\|33.50\|65701;2026-10-21\|34.42\|-0.49\|35.01\|35.83\|34.33\|56740;2026-10-22\|32.82\|-4.65\|34.40\|35.11\|32.56\|66402;2026-10-23\|33.23\|1.25\|32.00\|33.49\|30.05\|107966;2026-10-26\|32.14\|-3.28\|33.20\|33.60\|31.93\|71968;2026-10-27\|30.00\|-6.66\|32.41\|32.91\|30.00\|84689;2026-10-28\|33.39\|11.30\|30.49\|34.18\|30.49\|133376;2026-10-29\|31.45\|-5.81\|33.04\|33.66\|31.42\|83468;2026-10-30\|29.10\|-7.47\|30.44\|31.48\|29.10\|103756;2026-11-02\|30.39\|4.43\|29.66\|30.98\|28.80\|103367;2026-11-03\|28.38\|-6.61\|29.92\|30.20\|28.00\|99432;2026-11-04\|31.71\|11.73\|28.33\|31.98\|27.94\|156279;2026-11-05\|32.51\|2.52\|31.00\|33.40\|30.81\|86561
134365	隔夜美股芯片股走高	MCU+存储芯片+业绩增长行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年6月5日互动易，公司首款存储产品CMS25Q40A已量产回货并实现销售出货，该产品为4M bit SPI NOR Flash，具有低成本、低功耗等优势。 2、据2026年6月16日机构调研，公司供应仍处于相对紧张状态，此轮供不应求源于下游算力、AI等需求迅速增长与产能挤占间的矛盾；据2026年6月9日互动易，公司当前各业务产能较紧张。 3、据2026年6月16日机构调研，公司实施“MCU+”战略，在坚持以MCU为核，持续改善8位MCU产品、快速丰富32位MCU品类的前提下，开辟储存、电源、通信产线，寻求业绩增长的第二、第三曲线，目的是快速做大做强公司。 4、据2026年4月24日一季报，公司一季度营收3.25亿元，同比增长57.47%，归母净利润5124.84万元，同比增长48.89%，主要系出货量提升和产品价格上涨所致。	公司MCU、Nor flash等产品涨价15%~50%	2026-11-04\|29.70\|11.74\|26.83\|29.89\|26.50\|11143963;2026-11-05\|30.13\|1.45\|28.91\|30.83\|28.80\|5931487
134364	隔夜美股芯片股走高		公司锡膏产品已在大功率IGBT器件、封测领域取得客户认可并批量交付	2026-06-25\|202.68\|1.09\|210.50\|225.00\|198.44\|123927;2026-06-26\|207.00\|2.13\|206.34\|220.00\|193.68\|101261;2026-06-29\|177.01\|-14.49\|199.99\|200.00\|170.00\|154731;2026-06-30\|167.33\|-5.47\|176.89\|188.08\|165.81\|160038;2026-07-01\|172.38\|3.02\|167.00\|178.00\|165.00\|110946;2026-07-02\|176.99\|2.67\|165.00\|189.99\|163.00\|110315;2026-07-03\|157.40\|-11.07\|177.80\|181.24\|157.00\|110558;2026-07-06\|140.07\|-11.01\|159.12\|162.00\|138.95\|153801;2026-07-07\|133.55\|-4.65\|142.08\|142.08\|128.49\|118460;2026-07-08\|127.46\|-4.56\|136.00\|137.09\|126.77\|91619;2026-07-09\|138.43\|8.61\|130.00\|138.98\|122.10\|124850;2026-07-10\|131.30\|-5.15\|138.50\|147.66\|131.22\|126943;2026-07-13\|118.20\|-9.98\|128.82\|133.33\|117.36\|130546;2026-07-14\|127.03\|7.47\|120.57\|128.88\|117.43\|101656;2026-07-15\|119.98\|-5.55\|128.70\|132.50\|119.21\|84657;2026-07-16\|112.03\|-6.63\|118.00\|120.85\|110.23\|98247;2026-07-17\|99.14\|-11.51\|112.33\|113.88\|97.80\|88759;2026-07-20\|86.37\|-12.88\|102.99\|103.75\|83.76\|117721;2026-07-21\|95.75\|10.86\|91.52\|96.45\|75.99\|144008;2026-07-22\|94.85\|-0.94\|94.67\|102.00\|93.06\|129980;2026-07-23\|90.20\|-4.90\|96.47\|99.47\|89.30\|114756;2026-07-24\|90.52\|0.35\|89.33\|94.62\|86.51\|103344;2026-07-27\|98.88\|9.24\|90.23\|99.95\|87.80\|111928;2026-07-28\|91.17\|-7.80\|95.01\|97.21\|90.00\|100494;2026-07-29\|88.55\|-2.87\|91.19\|92.52\|84.00\|105962;2026-07-30\|79.43\|-10.30\|88.01\|88.90\|76.88\|107529;2026-07-31\|86.22\|8.55\|89.76\|92.80\|86.14\|119634;2026-08-03\|81.81\|-5.11\|85.01\|87.88\|80.68\|84985;2026-08-04\|92.80\|13.43\|83.11\|92.80\|80.91\|98966;2026-08-05\|98.01\|5.61\|89.78\|101.00\|88.37\|177548;2026-08-06\|108.30\|10.50\|91.34\|109.24\|91.34\|216371;2026-08-07\|119.63\|10.46\|105.50\|129.00\|101.31\|263118;2026-08-10\|113.60\|-5.04\|118.88\|119.30\|108.70\|183886;2026-08-11\|111.10\|-2.20\|109.00\|118.26\|108.50\|142523;2026-08-12\|113.66\|2.30\|110.07\|116.66\|108.33\|117812;2026-08-13\|109.80\|-3.40\|115.80\|118.88\|109.50\|138307;2026-08-14\|115.12\|4.85\|110.16\|116.88\|109.01\|134280;2026-08-17\|123.19\|7.01\|116.73\|123.68\|114.87\|145512;2026-08-18\|130.00\|5.53\|124.01\|138.87\|124.01\|211468;2026-08-19\|110.36\|-15.11\|126.14\|126.70\|109.30\|193890;2026-08-20\|112.62\|2.05\|112.51\|116.95\|108.01\|134869;2026-08-21\|110.15\|-2.19\|112.31\|116.56\|108.20\|108646;2026-08-24\|102.51\|-6.94\|112.22\|112.34\|98.66\|116203;2026-08-25\|101.22\|-1.26\|99.94\|103.50\|95.60\|94010;2026-08-26\|99.43\|-1.77\|102.23\|102.77\|95.55\|84888;2026-08-27\|106.84\|7.45\|101.81\|108.30\|99.36\|126277;2026-08-28\|104.19\|-2.48\|106.01\|107.99\|103.83\|89444;2026-08-31\|105.41\|1.17\|100.49\|106.56\|99.80\|72094;2026-09-01\|98.74\|-6.33\|106.30\|106.66\|98.00\|94016;2026-09-02\|96.00\|-2.77\|96.80\|98.41\|95.00\|63768;2026-09-03\|95.66\|-0.35\|97.01\|98.50\|94.20\|61162;2026-09-04\|91.17\|-4.69\|97.01\|98.71\|90.38\|82110;2026-09-07\|97.33\|6.76\|91.50\|97.85\|90.86\|98536;2026-09-08\|94.50\|-2.91\|96.66\|97.89\|93.81\|68120;2026-09-09\|92.80\|-1.80\|96.01\|97.29\|91.82\|65243;2026-09-10\|92.10\|-0.75\|91.62\|94.68\|90.80\|50166;2026-09-11\|90.52\|-1.72\|90.85\|91.50\|86.40\|60974;2026-09-14\|91.11\|0.65\|89.26\|92.09\|86.37\|53186;2026-09-15\|93.77\|2.92\|90.58\|97.45\|90.32\|86890;2026-09-16\|100.45\|7.12\|94.01\|100.92\|92.10\|117247;2026-09-17\|95.75\|-4.68\|100.01\|100.01\|95.35\|101883;2026-09-18\|99.09\|3.49\|97.90\|101.00\|95.04\|109697;2026-09-21\|99.88\|0.80\|100.03\|102.50\|98.45\|93855;2026-09-22\|97.96\|-1.92\|102.00\|103.53\|97.48\|91503;2026-09-23\|99.29\|1.36\|98.51\|100.56\|97.00\|71714;2026-09-24\|95.33\|-3.99\|98.46\|99.26\|95.18\|51653;2026-09-28\|86.66\|-9.09\|95.30\|95.33\|85.82\|69059;2026-09-29\|86.16\|-0.58\|86.00\|87.50\|85.00\|43936;2026-09-30\|81.77\|-5.10\|88.00\|88.58\|81.50\|68184;2026-10-08\|77.90\|-4.73\|81.81\|83.28\|77.02\|54472;2026-10-09\|74.54\|-4.31\|77.90\|78.06\|69.89\|77459;2026-10-12\|72.14\|-3.22\|74.50\|74.99\|72.00\|57336;2026-10-13\|74.20\|2.86\|70.30\|75.59\|67.78\|71580;2026-10-14\|71.88\|-3.13\|73.99\|75.23\|71.78\|43399;2026-10-15\|68.07\|-5.30\|68.76\|70.00\|66.85\|54911;2026-10-16\|67.07\|-1.47\|70.12\|70.70\|66.43\|53582;2026-10-19\|65.70\|-2.04\|67.00\|67.40\|62.74\|50116;2026-10-20\|70.31\|7.02\|65.41\|72.48\|65.00\|90663;2026-10-21\|69.64\|-0.95\|71.00\|72.62\|69.38\|49696;2026-10-22\|66.06\|-5.14\|69.71\|70.26\|65.88\|44636;2026-10-23\|67.06\|1.51\|65.03\|67.90\|60.22\|67356;2026-10-26\|63.32\|-5.58\|66.20\|67.05\|62.77\|47903;2026-10-27\|60.53\|-4.41\|65.00\|66.68\|60.53\|47741;2026-10-28\|62.89\|3.90\|62.00\|63.96\|61.12\|52599;2026-10-29\|57.56\|-8.48\|62.89\|63.30\|57.39\|61149;2026-10-30\|53.61\|-6.86\|54.82\|57.74\|53.21\|64997;2026-11-02\|54.60\|1.85\|55.69\|55.89\|52.46\|74053;2026-11-03\|50.00\|-8.42\|53.83\|54.16\|49.61\|61369;2026-11-04\|55.87\|11.74\|50.61\|56.20\|48.41\|92601;2026-11-05\|58.84\|5.32\|54.65\|61.56\|54.11\|67758
134363	隔夜美股芯片股走高		公司拟购买磐启微100%股权，后者与公司同属于低功耗无线物联网芯片设计领域企业，双方在业务上具有较高的协同性	2026-06-25\|33.23\|-1.54\|33.72\|34.20\|33.03\|51307;2026-06-26\|32.32\|-2.74\|32.95\|33.23\|31.60\|58317;2026-06-29\|31.93\|-1.21\|32.18\|32.83\|30.68\|65173;2026-06-30\|34.38\|7.67\|31.59\|34.45\|31.59\|74530;2026-07-01\|35.13\|2.18\|34.50\|36.66\|34.00\|107869;2026-07-02\|34.51\|-1.76\|34.30\|36.00\|33.28\|79450;2026-07-03\|34.93\|1.22\|34.46\|35.36\|33.23\|74382;2026-07-06\|33.61\|-3.78\|35.00\|35.34\|32.92\|64406;2026-07-07\|33.90\|0.86\|33.23\|34.88\|32.95\|53886;2026-07-08\|34.77\|2.57\|34.00\|34.91\|33.28\|77100;2026-07-09\|35.35\|1.67\|34.72\|35.35\|33.41\|103536;2026-07-10\|34.66\|-1.95\|35.20\|35.90\|34.66\|95141;2026-07-13\|35.15\|1.41\|34.21\|35.88\|34.08\|89386;2026-07-14\|32.96\|-6.23\|34.76\|35.21\|31.33\|101949;2026-07-15\|32.57\|-1.18\|33.25\|33.58\|31.53\|61193;2026-07-16\|31.99\|-1.78\|32.64\|34.43\|31.86\|75068;2026-07-17\|28.82\|-9.91\|32.30\|33.60\|28.81\|99572;2026-07-20\|26.49\|-8.08\|28.82\|29.43\|25.68\|89615;2026-07-21\|27.40\|3.44\|26.64\|27.75\|25.20\|75116;2026-07-22\|28.56\|4.23\|27.14\|29.96\|26.90\|91126;2026-07-23\|26.93\|-5.71\|28.12\|28.59\|26.84\|65077;2026-07-24\|27.02\|0.33\|26.50\|27.87\|26.25\|59995;2026-07-27\|27.08\|0.22\|26.61\|27.39\|25.81\|48056;2026-07-28\|26.18\|-3.32\|26.75\|27.00\|26.03\|39884;2026-07-29\|27.12\|3.59\|26.40\|27.37\|26.03\|59055;2026-07-30\|26.12\|-3.69\|26.86\|27.20\|25.69\|52408;2026-07-31\|27.05\|3.56\|27.03\|27.86\|26.92\|58725;2026-08-03\|27.12\|0.26\|26.93\|27.93\|26.67\|36356;2026-08-04\|27.78\|2.43\|27.36\|28.06\|26.98\|38886;2026-08-05\|28.60\|2.95\|27.80\|28.98\|27.70\|43267;2026-08-06\|28.54\|-0.21\|28.41\|28.84\|27.90\|40605;2026-08-07\|28.34\|-0.70\|28.54\|28.80\|27.75\|46600;2026-08-10\|28.17\|-0.60\|28.87\|28.87\|27.61\|34735;2026-08-11\|28.29\|0.43\|27.98\|28.88\|27.73\|40846;2026-08-12\|28.19\|-0.35\|28.30\|28.50\|28.01\|28179;2026-08-13\|27.32\|-3.09\|28.25\|28.61\|27.27\|47149;2026-08-14\|27.91\|2.16\|27.53\|28.15\|27.18\|44036;2026-08-17\|28.57\|2.36\|27.76\|28.62\|27.60\|53922;2026-08-18\|28.56\|-0.04\|28.50\|28.73\|27.94\|52260;2026-08-19\|27.09\|-5.15\|28.18\|28.38\|26.95\|66666;2026-08-20\|26.80\|-1.07\|27.30\|27.47\|26.63\|40286;2026-08-21\|26.94\|0.52\|26.98\|27.19\|26.40\|27318;2026-08-24\|26.70\|-0.89\|27.00\|27.28\|26.01\|35257;2026-08-25\|29.18\|9.29\|27.56\|29.58\|27.50\|118958;2026-08-26\|28.55\|-2.16\|29.33\|29.42\|28.52\|60977;2026-08-27\|29.45\|3.15\|28.27\|29.48\|28.23\|63310;2026-08-28\|29.15\|-1.02\|29.35\|29.97\|29.11\|47050;2026-08-31\|31.04\|6.48\|28.96\|31.15\|28.96\|74264;2026-09-01\|30.61\|-1.39\|30.60\|31.21\|30.28\|48083;2026-09-02\|29.87\|-2.42\|30.31\|30.62\|29.79\|38102;2026-09-03\|29.28\|-1.98\|30.10\|30.26\|29.03\|33333;2026-09-04\|28.64\|-2.19\|29.49\|29.89\|28.40\|38247;2026-09-07\|28.79\|0.52\|28.75\|29.04\|28.30\|36150;2026-09-08\|27.93\|-2.99\|28.69\|28.74\|27.92\|38831;2026-09-09\|27.69\|-0.86\|28.01\|28.39\|27.53\|28525;2026-09-10\|27.17\|-1.88\|27.55\|27.56\|27.01\|20699;2026-09-11\|26.35\|-3.02\|27.03\|27.05\|25.81\|39860;2026-09-14\|27.58\|4.67\|26.15\|27.97\|25.92\|48986;2026-09-15\|27.34\|-0.87\|27.70\|27.80\|27.20\|23357;2026-09-16\|28.24\|3.29\|27.34\|28.28\|27.22\|34816;2026-09-17\|28.19\|-0.18\|28.01\|28.59\|27.95\|25301;2026-09-18\|30.19\|7.09\|28.53\|30.29\|28.53\|77389;2026-09-21\|30.39\|0.66\|30.18\|30.56\|30.00\|45117;2026-09-22\|31.28\|2.93\|30.80\|32.52\|30.69\|79377;2026-09-23\|33.16\|6.01\|31.34\|33.65\|31.30\|114288;2026-09-24\|32.45\|-2.14\|32.96\|33.45\|32.36\|69473;2026-09-28\|30.95\|-4.62\|32.13\|32.35\|30.80\|49213;2026-09-29\|31.11\|0.52\|30.98\|31.46\|30.53\|34539;2026-09-30\|30.50\|-1.96\|31.15\|31.42\|30.37\|34870;2026-10-08\|29.22\|-4.20\|30.56\|31.33\|28.91\|44341;2026-10-09\|29.71\|1.68\|29.20\|31.38\|28.58\|91447;2026-10-12\|28.61\|-3.70\|29.71\|29.75\|28.43\|51387;2026-10-13\|27.91\|-2.45\|28.04\|28.24\|26.75\|56854;2026-10-14\|28.22\|1.11\|27.74\|28.86\|27.55\|58411;2026-10-15\|26.40\|-6.45\|27.35\|27.96\|26.36\|55387;2026-10-16\|25.95\|-1.70\|27.19\|27.23\|25.70\|58192;2026-10-19\|26.03\|0.31\|25.70\|26.29\|25.25\|38922;2026-10-20\|29.67\|13.98\|25.98\|29.70\|25.67\|103913;2026-10-21\|29.54\|-0.44\|29.99\|30.34\|29.21\|66334;2026-10-22\|29.57\|0.10\|29.33\|30.95\|29.33\|72606;2026-10-23\|31.24\|5.65\|28.99\|31.40\|27.87\|94692;2026-10-26\|30.11\|-3.62\|30.76\|32.48\|29.96\|78208;2026-10-27\|27.75\|-7.84\|30.48\|30.66\|27.75\|61447;2026-10-28\|28.87\|4.04\|27.76\|29.46\|27.76\|66004;2026-10-29\|27.34\|-5.30\|28.37\|28.65\|27.34\|54218;2026-10-30\|25.40\|-7.10\|26.85\|27.57\|25.40\|75749;2026-11-02\|26.74\|5.28\|25.61\|27.26\|24.67\|76763;2026-11-03\|26.42\|-1.20\|26.41\|27.06\|25.68\|53750;2026-11-04\|29.55\|11.85\|26.42\|29.81\|25.85\|12280186;2026-11-05\|30.75\|4.06\|29.08\|31.64\|28.82\|6691616
134362	隔夜美股芯片股走高	定增+高速通信芯片+人形机器人行业原因：据财闻，2026年陆家嘴论坛释放科创板、创业板改革多重信号，政策定调“扶优扶科”，两大科技成长板块同步迎来明确催化窗口。公司原因： 1、据2026年6月4日及6月10日异常波动公告与互动易，公司近期披露拟向特定对象发行股票募资不超13.61亿元，用于面向数据中心与汽车场景的新一代高速通信芯片研发及产业化项目，该定增事项已通过股东会审议，目前处于推进阶段。 2、据2025年年度报告，公司基于以太网物理层芯片技术积累，已开发适配机器人运动控制的通信产品，当前应用于工业协作机器人及人形机器人原型机通信模块。 3、据2025年年度报告及2026年一季报，公司2025年营收6.17亿元，同比增长55.62%；2026年一季度营收1.42亿元，同比增长74.83%，网通及车载多款芯片持续放量。	公司是国内少数实现集成以太网物理层芯片的以太网交换机芯片规模量产的企业，推出了 YT9230 系列等适用于安防、中小微企业等多场景的以太网交换芯片，发布了 YT99 系列车规级 TSN 交换芯片，相关产品可适配多领域交换机相关设备与场景的需求	2026-06-25\|258.70\|-2.97\|265.99\|265.99\|253.30\|45613;2026-06-26\|248.16\|-4.07\|258.70\|267.88\|244.00\|51023;2026-06-29\|241.50\|-2.68\|246.55\|259.70\|230.00\|50964;2026-06-30\|248.76\|3.01\|243.67\|253.99\|234.02\|41935;2026-07-01\|234.72\|-5.64\|254.00\|260.00\|232.89\|48720;2026-07-02\|226.90\|-3.33\|226.22\|242.00\|219.00\|44260;2026-07-03\|215.98\|-4.81\|221.00\|229.00\|215.55\|38895;2026-07-06\|212.00\|-1.84\|219.00\|221.00\|202.28\|36610;2026-07-07\|212.58\|0.27\|212.90\|221.50\|205.01\|34177;2026-07-08\|209.37\|-1.51\|214.83\|221.50\|203.37\|37804;2026-07-09\|222.09\|6.08\|215.30\|223.00\|206.35\|48880;2026-07-10\|204.80\|-7.79\|225.00\|232.00\|204.80\|52717;2026-07-13\|192.15\|-6.18\|199.36\|209.95\|190.00\|43876;2026-07-14\|190.00\|-1.12\|195.61\|197.99\|175.94\|39053;2026-07-15\|175.94\|-7.40\|193.37\|196.00\|174.60\|36415;2026-07-16\|164.03\|-6.77\|171.17\|177.50\|163.01\|39406;2026-07-17\|140.00\|-14.65\|160.90\|165.00\|140.00\|50111;2026-07-20\|126.92\|-9.34\|145.60\|149.50\|122.01\|59968;2026-07-21\|140.48\|10.68\|129.97\|140.63\|115.78\|53589;2026-07-22\|156.17\|11.17\|137.68\|164.90\|136.95\|77424;2026-07-23\|147.00\|-5.87\|159.00\|159.89\|145.88\|48508;2026-07-24\|142.35\|-3.16\|143.55\|150.90\|142.01\|38218;2026-07-27\|147.32\|3.49\|142.09\|148.79\|138.50\|38377;2026-07-28\|141.17\|-4.17\|145.00\|148.55\|139.01\|43962;2026-07-29\|141.97\|0.57\|141.32\|143.68\|131.91\|48262;2026-07-30\|130.00\|-8.43\|141.97\|141.97\|128.00\|36713;2026-07-31\|136.26\|4.82\|141.00\|148.20\|136.00\|41797;2026-08-03\|126.88\|-6.88\|134.60\|138.69\|126.02\|37012;2026-08-04\|135.54\|6.83\|128.33\|137.19\|127.01\|39920;2026-08-05\|149.79\|10.51\|136.79\|152.00\|135.00\|50324;2026-08-06\|153.61\|2.55\|145.02\|157.37\|144.10\|54359;2026-08-07\|155.87\|1.47\|151.00\|157.00\|148.86\|47151;2026-08-10\|152.65\|-2.07\|157.62\|160.00\|148.81\|35978;2026-08-11\|151.65\|-0.66\|150.89\|154.49\|147.67\|28721;2026-08-12\|154.05\|1.58\|150.98\|156.60\|150.65\|24873;2026-08-13\|152.55\|-0.97\|156.50\|160.40\|152.49\|33834;2026-08-14\|154.85\|1.51\|154.00\|157.31\|151.31\|31752;2026-08-17\|163.33\|5.48\|152.30\|166.00\|152.30\|44950;2026-08-18\|161.93\|-0.86\|161.99\|164.03\|156.00\|33547;2026-08-19\|145.15\|-10.36\|155.00\|158.60\|144.00\|41822;2026-08-20\|149.83\|3.22\|148.00\|153.20\|144.00\|29864;2026-08-21\|157.18\|4.91\|150.20\|161.27\|150.20\|39151;2026-08-24\|148.80\|-5.33\|155.92\|158.00\|144.20\|33731;2026-08-25\|148.44\|-0.24\|145.00\|149.49\|140.12\|29067;2026-08-26\|147.22\|-0.82\|149.68\|150.49\|144.20\|19264;2026-08-27\|157.65\|7.08\|148.59\|157.90\|146.34\|30051;2026-08-28\|151.48\|-3.91\|156.00\|159.89\|151.35\|29941;2026-08-31\|157.70\|4.11\|146.00\|157.91\|144.54\|32552;2026-09-01\|149.34\|-5.30\|157.68\|157.68\|148.21\|32618;2026-09-02\|145.50\|-2.57\|146.01\|147.81\|144.61\|20914;2026-09-03\|145.70\|0.14\|147.56\|148.75\|142.80\|19524;2026-09-04\|141.92\|-2.59\|147.00\|149.99\|140.71\|29007;2026-09-07\|145.74\|2.69\|145.50\|147.94\|143.37\|24342;2026-09-08\|142.68\|-2.10\|145.75\|148.00\|141.70\|19652;2026-09-09\|146.03\|2.35\|145.49\|155.25\|143.11\|38604;2026-09-10\|143.92\|-1.44\|144.62\|147.50\|143.38\|22798;2026-09-11\|139.59\|-3.01\|143.82\|145.88\|135.00\|28928;2026-09-14\|139.56\|-0.02\|138.49\|141.50\|136.10\|17473;2026-09-15\|139.10\|-0.33\|140.00\|142.50\|138.00\|15611;2026-09-16\|148.12\|6.48\|139.10\|149.41\|138.00\|27346;2026-09-17\|146.49\|-1.10\|146.88\|152.32\|146.03\|22661;2026-09-18\|153.22\|4.59\|149.13\|156.45\|148.60\|34185;2026-09-21\|152.24\|-0.64\|154.27\|155.97\|151.64\|21257;2026-09-22\|151.90\|-0.22\|154.98\|157.47\|151.36\|23491;2026-09-23\|158.00\|4.02\|153.20\|161.28\|150.95\|34625;2026-09-24\|152.50\|-3.48\|157.50\|158.00\|151.62\|27238;2026-09-28\|143.73\|-5.75\|152.00\|154.34\|141.69\|27290;2026-09-29\|143.40\|-0.23\|143.10\|144.76\|140.72\|17269;2026-09-30\|137.58\|-4.06\|145.75\|145.76\|137.00\|19707;2026-10-08\|126.99\|-7.70\|136.32\|137.57\|125.62\|22981;2026-10-09\|124.19\|-2.20\|125.27\|126.32\|117.84\|25929;2026-10-12\|119.30\|-3.94\|124.12\|124.12\|119.00\|14558;2026-10-13\|117.83\|-1.23\|115.00\|119.27\|112.61\|20791;2026-10-14\|113.53\|-3.65\|116.59\|118.30\|113.00\|13662;2026-10-15\|107.52\|-5.29\|108.42\|110.54\|106.28\|22373;2026-10-16\|106.62\|-0.84\|110.01\|111.38\|105.55\|17048;2026-10-19\|107.13\|0.48\|107.10\|108.00\|102.55\|16140;2026-10-20\|109.56\|2.27\|106.99\|111.97\|105.38\|16290;2026-10-21\|109.48\|-0.07\|111.95\|113.10\|108.61\|13387;2026-10-22\|104.76\|-4.31\|110.59\|110.59\|104.38\|15635;2026-10-23\|109.82\|4.83\|102.31\|110.67\|97.27\|26124;2026-10-26\|106.35\|-3.16\|111.50\|111.50\|105.50\|15614;2026-10-27\|100.50\|-5.50\|107.70\|108.97\|100.50\|15135;2026-10-28\|105.72\|5.19\|102.84\|107.29\|102.04\|17239;2026-10-29\|100.40\|-5.03\|104.94\|106.23\|100.10\|15909;2026-10-30\|95.20\|-5.18\|98.40\|103.50\|95.00\|25252;2026-11-02\|97.40\|2.31\|97.00\|99.45\|92.90\|22454;2026-11-03\|91.22\|-6.34\|95.50\|96.53\|90.20\|21013;2026-11-04\|102.05\|11.87\|91.98\|102.50\|90.82\|2799485;2026-11-05\|105.06\|2.95\|100.01\|107.65\|99.50\|1609329
134361	隔夜美股芯片股走高	CXL运力芯片+存储芯片+AI算力行业原因： 1、美光、闪迪等美股上周五大涨逾15%，SK海力士周一早盘涨超10%。 2、据证券时报5月11日报道，全球存储芯片短缺创15年之最，DRAM、NAND二季度合约价预计再涨58%—75%，供需缺口延续至2027年。公司原因： 1、据2026年4月28日一季报，公司2026Q1营收14.61亿元、归母净利8.47亿元，分别同比增19.5%、61.3%，互连类芯片毛利率升至71.5%。 2、据2026年4月30日互动易，AI推理及Agent应用带动CPU配置比例提升，公司DDR5 RCD、MRCD/MDB、PCIe Retimer、CXL MXC等运力芯片需求同步放大。 3、据2025年度报告，公司互连类芯片收入51.39亿元，同比增53.4%，全球内存接口芯片市占率第一，PCIe Retimer市占率第二。	公司主要产品包括内存接口芯片（RCD/DB、MRCD/MDB）、内存模组配套芯片、PCIe Retimer、CKD芯片、MXC芯片、时钟发生器、津逮CPU等	2026-11-04\|167.82\|11.87\|150.67\|169.96\|148.55\|46199662;2026-11-05\|164.76\|-1.82\|160.80\|169.80\|158.44\|29255538
134360	隔夜美股芯片股走高	先进封装+存储芯片+订单饱满行业原因：据上证报，伴随AI算力需求持续爆发，全球先进封装行业进入高速增长周期。叠加国内产业政策扶持与半导体国产替代提速，本土封测企业迎来明确发展机遇。公司原因： 1、据2026年7月3日投资者关系活动记录表，公司主要从事半导体封装装备的研发、设计、制造和服务，已与通富微电、长电科技、华天科技等国内头部封装企业建立长期合作关系，并成功开拓海外安世、英飞凌、德州仪器等客户。 2、据2025年6月13日互动易，公司涉及HBM高带宽存储芯片生产制造过程的产品为半导体全自动封装设备，主要用于塑料封装工艺环节；据2026年7月3日投资者关系活动记录表，公司100mm×300mm基板类封装装备样机已发往客户端测试试用，320mm×320mm板级封装装备及晶圆级封装装备正按计划推进。 3、据2026年7月3日投资者关系活动记录表及2026年7月22日互动易，公司目前在手订单充足，产能饱满，截至2026年5月底，在手订单3.03亿元。	公司生产的半导体全自动封装设备已成功应用QFN和DFN等先进封装	2026-06-25\|72.46\|-2.99\|74.71\|79.00\|72.38\|57711;2026-06-26\|71.30\|-1.60\|72.08\|74.00\|70.20\|49103;2026-06-29\|76.34\|7.07\|71.64\|82.86\|71.64\|80610;2026-06-30\|78.65\|3.03\|76.00\|82.59\|74.01\|64149;2026-07-01\|75.05\|-4.58\|78.84\|83.83\|74.66\|66805;2026-07-02\|67.00\|-10.73\|70.05\|73.67\|66.01\|65754;2026-07-03\|64.11\|-4.31\|66.14\|68.00\|64.01\|49367;2026-07-06\|64.08\|-0.05\|64.88\|67.98\|58.22\|63398;2026-07-07\|68.20\|6.43\|63.47\|69.75\|62.00\|70261;2026-07-08\|69.72\|2.23\|66.66\|71.69\|61.20\|64370;2026-07-09\|75.20\|7.86\|69.88\|75.91\|68.96\|78621;2026-07-10\|68.38\|-9.07\|73.89\|76.68\|68.38\|66257;2026-07-13\|63.17\|-7.62\|65.10\|69.35\|62.00\|52642;2026-07-14\|63.18\|0.02\|62.14\|64.44\|58.72\|45508;2026-07-15\|58.57\|-7.30\|64.83\|65.77\|58.17\|33567;2026-07-16\|53.34\|-8.93\|57.12\|58.15\|52.50\|36539;2026-07-17\|47.08\|-11.74\|52.50\|53.15\|47.00\|41146;2026-07-20\|39.04\|-17.08\|48.02\|49.13\|37.78\|71073;2026-07-21\|43.51\|11.45\|39.59\|43.63\|33.56\|77343;2026-07-22\|42.21\|-2.99\|43.46\|45.63\|41.63\|54770;2026-07-23\|40.22\|-4.71\|42.52\|43.45\|39.40\|42407;2026-07-24\|39.60\|-1.54\|39.70\|41.11\|38.91\|36603;2026-07-27\|40.83\|3.11\|39.93\|40.87\|37.51\|37406;2026-07-28\|37.35\|-8.52\|39.79\|42.24\|37.31\|42817;2026-07-29\|36.15\|-3.21\|37.37\|38.58\|33.73\|51794;2026-07-30\|32.10\|-11.20\|35.61\|36.48\|31.65\|56567;2026-07-31\|33.80\|5.30\|34.51\|37.28\|33.78\|50707;2026-08-03\|34.26\|1.36\|34.66\|35.25\|33.50\|53708;2026-08-04\|36.18\|5.60\|34.60\|36.66\|34.30\|40172;2026-08-05\|40.52\|12.00\|37.00\|41.00\|36.10\|50397;2026-08-06\|41.39\|2.15\|39.99\|42.10\|39.30\|41880;2026-08-07\|49.67\|20.00\|41.37\|49.67\|40.25\|78257;2026-08-10\|48.10\|-3.16\|49.98\|50.98\|46.38\|88398;2026-08-11\|46.71\|-2.89\|47.53\|48.79\|46.16\|42702;2026-08-12\|49.54\|6.06\|46.80\|50.78\|46.78\|65172;2026-08-13\|47.32\|-4.48\|50.00\|50.22\|46.78\|47772;2026-08-14\|50.40\|6.51\|48.15\|50.42\|47.11\|48891;2026-08-17\|52.35\|3.87\|50.38\|53.99\|49.00\|67757;2026-08-18\|53.15\|1.53\|53.10\|54.77\|51.57\|62091;2026-08-19\|47.55\|-10.54\|50.44\|51.79\|47.23\|54234;2026-08-20\|47.70\|0.32\|48.00\|49.07\|46.72\|33459;2026-08-21\|48.83\|2.37\|47.28\|49.87\|46.62\|28660;2026-08-24\|56.78\|16.28\|52.85\|58.50\|50.61\|108062;2026-08-25\|55.84\|-1.66\|56.51\|56.79\|52.58\|74454;2026-08-26\|55.11\|-1.31\|56.80\|56.80\|53.91\|48475;2026-08-27\|55.39\|0.51\|55.12\|56.04\|53.67\|56713;2026-08-28\|52.30\|-5.58\|54.59\|55.34\|52.10\|51432;2026-08-31\|52.95\|1.24\|50.15\|53.10\|50.15\|38738;2026-09-01\|51.09\|-3.51\|52.95\|53.46\|50.72\|39538;2026-09-02\|49.99\|-2.15\|49.88\|51.05\|49.00\|32852;2026-09-03\|49.61\|-0.76\|50.60\|50.60\|48.61\|33040;2026-09-04\|47.10\|-5.06\|50.09\|51.26\|46.75\|38932;2026-09-07\|49.27\|4.61\|47.57\|49.77\|47.57\|35513;2026-09-08\|48.08\|-2.42\|49.27\|50.18\|47.92\|30333;2026-09-09\|47.70\|-0.79\|48.46\|49.67\|46.99\|28024;2026-09-10\|47.41\|-0.61\|47.50\|48.57\|46.98\|23802;2026-09-11\|46.08\|-2.81\|46.50\|46.87\|44.01\|25159;2026-09-14\|46.90\|1.78\|45.16\|47.45\|44.86\|21252;2026-09-15\|48.64\|3.71\|46.59\|50.26\|46.59\|35549;2026-09-16\|51.79\|6.48\|48.79\|52.00\|48.35\|39778;2026-09-17\|51.26\|-1.02\|51.71\|52.31\|50.60\|29117;2026-09-18\|53.08\|3.55\|53.00\|54.02\|51.52\|39625;2026-09-21\|53.00\|-0.15\|53.55\|53.97\|52.40\|31401;2026-09-22\|52.70\|-0.57\|54.67\|54.88\|52.40\|25215;2026-09-23\|53.55\|1.61\|52.98\|54.00\|52.41\|24691;2026-09-24\|52.08\|-2.75\|53.39\|53.84\|52.05\|18552;2026-09-28\|48.90\|-6.11\|52.01\|52.03\|48.08\|28587;2026-09-29\|49.47\|1.17\|48.60\|50.13\|48.25\|17605;2026-09-30\|47.48\|-4.02\|50.00\|50.79\|47.12\|20476;2026-10-08\|45.97\|-3.18\|47.57\|49.39\|45.40\|25319;2026-10-09\|44.49\|-3.22\|45.52\|45.74\|41.88\|30339;2026-10-12\|44.30\|-0.43\|44.49\|46.76\|43.01\|24281;2026-10-13\|44.47\|0.38\|42.20\|45.17\|40.78\|28295;2026-10-14\|42.90\|-3.53\|44.01\|44.83\|42.74\|17316;2026-10-15\|40.50\|-5.59\|35.05\|41.59\|35.05\|24734;2026-10-16\|41.00\|1.23\|42.05\|42.68\|40.31\|22905;2026-10-19\|39.45\|-3.78\|40.55\|40.68\|37.90\|20059;2026-10-20\|40.90\|3.68\|39.29\|41.81\|38.88\|18844;2026-10-21\|40.84\|-0.15\|41.15\|41.93\|40.52\|17732;2026-10-22\|38.80\|-5.00\|40.78\|41.47\|38.51\|20382;2026-10-23\|40.65\|4.77\|37.98\|40.78\|35.15\|31083;2026-10-26\|37.80\|-7.01\|39.77\|39.93\|37.61\|31348;2026-10-27\|35.00\|-7.41\|37.98\|38.63\|35.00\|22071;2026-10-28\|38.19\|9.11\|35.80\|38.76\|35.41\|31815;2026-10-29\|36.01\|-5.71\|38.24\|38.66\|36.01\|21682;2026-10-30\|34.00\|-5.58\|35.19\|36.75\|33.97\|23896;2026-11-02\|35.50\|4.41\|34.30\|36.23\|33.38\|30374;2026-11-03\|32.92\|-7.27\|35.10\|35.10\|32.60\|24519;2026-11-04\|36.83\|11.88\|33.19\|37.25\|32.50\|3555971;2026-11-05\|37.90\|2.91\|35.80\|38.86\|35.51\|2606348
134359	隔夜美股芯片股走高		公司是广东省自主培育且首家进入量产的12英寸晶圆制造企业，面向境内外芯片设计公司提供特色工艺晶圆代工服务，承担多项国家级、省市级半导体科研项目，助力集成电路产业链实现自主可控和国产替代	2026-10-13\|38.80\|223.06\|45.00\|45.00\|38.00\|1711578;2026-10-14\|34.26\|-11.70\|35.24\|37.96\|33.24\|1096714;2026-10-15\|34.85\|1.72\|32.10\|36.25\|31.68\|887602;2026-10-16\|34.70\|-0.43\|35.35\|37.45\|33.80\|845444;2026-10-19\|35.34\|1.84\|33.90\|37.79\|33.90\|773514;2026-10-20\|30.56\|-13.53\|34.02\|34.56\|30.44\|954739;2026-10-21\|30.45\|-0.36\|30.17\|32.38\|29.51\|668248;2026-10-22\|28.03\|-7.95\|29.80\|29.81\|28.03\|675079;2026-10-23\|33.64\|20.01\|27.02\|33.64\|27.02\|1154409;2026-10-26\|31.04\|-7.73\|32.88\|33.35\|30.89\|1028237;2026-10-27\|30.05\|-3.19\|31.78\|32.45\|29.96\|639495;2026-10-28\|30.37\|1.06\|31.02\|31.58\|29.56\|716143;2026-10-29\|27.00\|-11.10\|28.50\|29.01\|27.00\|683222;2026-10-30\|25.76\|-4.59\|25.75\|27.67\|25.68\|494449;2026-11-02\|25.85\|0.35\|26.52\|26.79\|25.66\|471844;2026-11-03\|26.60\|2.90\|25.07\|27.51\|24.87\|652056;2026-11-04\|29.77\|11.92\|26.79\|30.89\|26.70\|938867;2026-11-05\|28.83\|-3.16\|27.51\|29.69\|27.27\|549941
134358	隔夜美股芯片股走高	功率半导体+算力电源+人形机器人行业原因： 1、半导体板块大幅反弹，板块内超80只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%，科创50指数午后大涨逾10%。 2、亚洲股市今日普遍反弹，韩国综合指数、日经225指数涨超3%。公司原因： 1、据2026年4月28日年报，公司是国内领先的高性能功率半导体厂商，主营超级结MOSFET、屏蔽栅MOSFET、TGBT及SiC MOSFET等产品，2025年营收12.53亿元，车规与工业领域整体营收占比达83%。 2、据2026年5月15日投资者关系活动记录表，公司受益于数据中心、算力服务器电源等领域业务增长，2025年各类工业及通信电源领域收入同比增长约53%，产品批量出货给维谛技术、欧陆通等头部企业。 3、据2025年8月29日半年报及2026年4月28日年报，公司中低压SGT器件已完成在人形机器人关节应用中的部分规格开发并实现批量出货，技术水平国际领先，产品已导入灵足时代、优必选等客户。	全球领先的MOSFET功率器件厂商；公司董事长与中国科学院半导体所研究员共同设立上海东脑智合，专注侵入式脑机接口研发	2026-06-25\|98.00\|-0.45\|99.96\|100.02\|93.66\|85364;2026-06-26\|92.50\|-5.61\|96.00\|100.49\|91.63\|78665;2026-06-29\|96.65\|4.49\|97.12\|101.99\|90.00\|107851;2026-06-30\|104.93\|8.57\|99.55\|106.76\|95.99\|133921;2026-07-01\|103.38\|-1.48\|107.15\|114.30\|101.94\|130904;2026-07-02\|92.82\|-10.21\|98.02\|102.23\|92.20\|109356;2026-07-03\|86.01\|-7.34\|93.60\|94.98\|85.28\|97042;2026-07-06\|85.17\|-0.98\|86.98\|89.78\|82.88\|80104;2026-07-07\|99.08\|16.33\|88.39\|102.20\|88.39\|193266;2026-07-08\|92.18\|-6.89\|99.00\|101.39\|90.20\|153232;2026-07-09\|96.10\|4.25\|93.65\|96.20\|88.83\|120456;2026-07-10\|88.01\|-8.42\|96.82\|99.80\|87.50\|128130;2026-07-13\|92.25\|4.82\|87.97\|101.37\|87.57\|148810;2026-07-14\|90.79\|-1.58\|91.00\|94.50\|84.68\|111382;2026-07-15\|80.48\|-11.36\|90.00\|91.38\|79.00\|107055;2026-07-16\|74.01\|-8.04\|78.17\|81.50\|73.37\|73638;2026-07-17\|62.99\|-14.89\|73.96\|74.19\|62.89\|84698;2026-07-20\|59.84\|-5.00\|66.00\|67.09\|58.00\|78655;2026-07-21\|71.81\|20.00\|62.45\|71.81\|55.14\|121498;2026-07-22\|73.81\|2.79\|71.80\|77.29\|71.10\|123099;2026-07-23\|73.45\|-0.49\|74.18\|75.75\|72.60\|61928;2026-07-24\|70.20\|-4.42\|70.84\|73.99\|70.20\|56553;2026-07-27\|71.46\|1.79\|69.80\|71.70\|67.08\|46272;2026-07-28\|66.83\|-6.48\|69.60\|71.85\|66.18\|47810;2026-07-29\|68.35\|2.27\|66.81\|69.00\|62.00\|65191;2026-07-30\|62.60\|-8.41\|66.35\|68.25\|61.00\|59177;2026-07-31\|64.92\|3.71\|69.05\|69.49\|64.50\|65096;2026-08-03\|64.28\|-0.99\|64.00\|66.20\|63.80\|38144;2026-08-04\|67.81\|5.49\|65.00\|68.74\|64.68\|49679;2026-08-05\|70.98\|4.67\|68.99\|72.71\|67.83\|66497;2026-08-06\|71.40\|0.59\|69.50\|72.97\|69.16\|58816;2026-08-07\|73.40\|2.80\|70.56\|73.80\|69.95\|68351;2026-08-10\|71.26\|-2.92\|73.98\|74.38\|70.96\|55982;2026-08-11\|72.22\|1.35\|70.00\|74.18\|69.90\|62431;2026-08-12\|72.25\|0.04\|72.00\|74.16\|71.76\|44245;2026-08-13\|72.27\|0.03\|73.00\|75.14\|72.02\|61074;2026-08-14\|71.35\|-1.27\|72.98\|73.72\|69.51\|63439;2026-08-17\|75.19\|5.38\|71.26\|75.66\|70.50\|73476;2026-08-18\|76.10\|1.21\|75.29\|78.67\|74.21\|80572;2026-08-19\|69.90\|-8.15\|73.48\|77.53\|69.00\|82383;2026-08-20\|73.68\|5.41\|72.00\|76.62\|71.21\|90823;2026-08-21\|74.81\|1.53\|72.66\|77.21\|72.66\|75468;2026-08-24\|71.64\|-4.24\|74.05\|76.55\|69.23\|73023;2026-08-25\|69.73\|-2.67\|68.50\|70.65\|67.01\|52493;2026-08-26\|68.95\|-1.12\|69.79\|70.35\|67.92\|36600;2026-08-27\|74.41\|7.92\|69.50\|74.55\|68.58\|63445;2026-08-28\|72.38\|-2.73\|74.36\|74.97\|72.28\|42597;2026-08-31\|73.02\|0.88\|69.38\|73.02\|69.12\|35096;2026-09-01\|70.05\|-4.07\|72.88\|73.21\|69.89\|37947;2026-09-02\|68.76\|-1.84\|69.00\|69.47\|68.20\|25571;2026-09-03\|68.87\|0.16\|69.49\|70.36\|68.50\|28283;2026-09-04\|66.47\|-3.48\|69.84\|70.48\|66.00\|35167;2026-09-07\|67.93\|2.20\|67.57\|68.46\|66.68\|32140;2026-09-08\|66.91\|-1.50\|67.56\|68.15\|66.30\|27279;2026-09-09\|66.06\|-1.27\|67.00\|68.30\|66.06\|21548;2026-09-10\|65.42\|-0.97\|65.40\|66.15\|64.89\|18031;2026-09-11\|65.09\|-0.50\|64.01\|65.40\|62.03\|30524;2026-09-14\|64.96\|-0.20\|64.50\|65.65\|63.05\|18027;2026-09-15\|64.90\|-0.09\|64.90\|66.48\|64.51\|20025;2026-09-16\|68.32\|5.27\|64.66\|68.57\|64.66\|37234;2026-09-17\|70.66\|3.43\|68.30\|72.62\|67.41\|51006;2026-09-18\|81.37\|15.16\|74.16\|84.79\|73.49\|161920;2026-09-21\|79.32\|-2.52\|81.37\|81.60\|78.09\|118379;2026-09-22\|78.74\|-0.73\|80.64\|80.79\|78.27\|70521;2026-09-23\|79.82\|1.37\|78.73\|80.88\|77.77\|61546;2026-09-24\|77.30\|-3.16\|78.07\|79.66\|77.20\|43110;2026-09-28\|74.00\|-4.27\|76.99\|77.00\|72.33\|45598;2026-09-29\|74.95\|1.28\|73.11\|75.80\|73.08\|32539;2026-09-30\|72.72\|-2.98\|76.00\|76.50\|72.51\|31603;2026-10-08\|68.38\|-5.97\|72.55\|73.06\|67.95\|32482;2026-10-09\|67.06\|-1.93\|67.91\|68.77\|63.80\|40548;2026-10-12\|65.35\|-2.55\|66.99\|67.51\|64.61\|29002;2026-10-13\|64.59\|-1.16\|63.70\|65.65\|61.69\|37552;2026-10-14\|63.80\|-1.22\|64.33\|65.36\|63.51\|29021;2026-10-15\|60.05\|-5.88\|60.86\|62.30\|59.91\|34732;2026-10-16\|58.97\|-1.80\|62.50\|62.70\|58.15\|30074;2026-10-19\|58.72\|-0.42\|58.95\|59.37\|56.18\|25591;2026-10-20\|61.96\|5.52\|58.72\|63.40\|58.20\|36042;2026-10-21\|61.78\|-0.29\|62.10\|63.05\|61.22\|25250;2026-10-22\|59.82\|-3.17\|62.01\|62.55\|59.60\|25132;2026-10-23\|61.98\|3.61\|58.77\|62.00\|55.34\|41579;2026-10-26\|57.67\|-6.95\|60.95\|61.01\|57.50\|30118;2026-10-27\|54.20\|-6.02\|58.80\|59.71\|54.20\|24250;2026-10-28\|57.45\|6.00\|55.28\|58.24\|55.18\|30951;2026-10-29\|54.68\|-4.82\|57.37\|58.57\|54.60\|26629;2026-10-30\|51.51\|-5.80\|53.00\|55.51\|51.51\|29184;2026-11-02\|52.19\|1.32\|51.51\|53.49\|49.80\|32877;2026-11-03\|49.20\|-5.73\|51.51\|51.98\|48.91\|32041;2026-11-04\|55.10\|11.99\|50.20\|55.47\|49.43\|4779914;2026-11-05\|56.07\|1.76\|54.01\|57.78\|53.80\|3057152
134357	隔夜美股芯片股走高		公司主营存储芯片和MCU芯片，产品包括NOR Flash芯片和MCU芯片两大类，同时还致力于开发基于NOR闪存技术的存算一体终端推理AI芯片	2026-06-25\|137.56\|7.68\|132.60\|140.28\|129.36\|103726;2026-06-26\|130.78\|-4.93\|135.00\|145.00\|127.80\|104741;2026-06-29\|127.87\|-2.23\|129.58\|135.00\|118.00\|93196;2026-06-30\|140.00\|9.49\|125.90\|141.88\|123.51\|85323;2026-07-01\|132.49\|-5.36\|137.60\|144.94\|131.28\|89596;2026-07-02\|121.40\|-8.37\|122.24\|131.81\|120.78\|70952;2026-07-03\|129.39\|6.58\|120.00\|134.55\|118.36\|76880;2026-07-06\|128.03\|-1.05\|133.55\|133.71\|123.22\|69361;2026-07-07\|120.97\|-5.51\|124.43\|128.54\|120.00\|48628;2026-07-08\|117.09\|-3.21\|122.00\|124.84\|115.20\|48714;2026-07-09\|126.00\|7.61\|120.64\|126.33\|115.41\|68142;2026-07-10\|116.74\|-7.35\|126.32\|130.49\|116.52\|62646;2026-07-13\|106.38\|-8.87\|111.56\|117.86\|105.00\|61121;2026-07-14\|107.80\|1.33\|108.02\|109.40\|99.14\|60960;2026-07-15\|98.60\|-8.53\|110.81\|111.45\|97.50\|56825;2026-07-16\|88.15\|-10.60\|94.60\|97.60\|85.99\|60385;2026-07-17\|71.48\|-18.91\|87.65\|88.87\|71.07\|92927;2026-07-20\|62.14\|-13.07\|74.33\|76.42\|59.61\|117330;2026-07-21\|71.67\|15.34\|63.95\|71.96\|54.32\|118550;2026-07-22\|72.44\|1.07\|71.29\|77.88\|71.29\|119797;2026-07-23\|70.10\|-3.23\|72.30\|75.00\|69.10\|75324;2026-07-24\|68.18\|-2.74\|69.88\|71.22\|66.25\|64283;2026-07-27\|69.27\|1.60\|68.00\|70.28\|64.11\|63164;2026-07-28\|63.10\|-8.91\|67.37\|70.45\|62.62\|73401;2026-07-29\|62.49\|-0.97\|63.09\|64.57\|57.57\|88966;2026-07-30\|59.68\|-4.50\|61.80\|64.00\|57.86\|79471;2026-07-31\|62.67\|5.01\|66.43\|68.86\|62.52\|94138;2026-08-03\|59.56\|-4.96\|61.86\|62.90\|58.59\|76638;2026-08-04\|63.01\|5.79\|60.37\|63.89\|59.80\|63978;2026-08-05\|69.80\|10.78\|63.18\|71.51\|63.18\|76682;2026-08-06\|70.70\|1.29\|67.30\|72.12\|67.30\|66800;2026-08-07\|74.04\|4.72\|70.89\|74.80\|69.22\|66351;2026-08-10\|72.10\|-2.62\|74.97\|75.31\|70.11\|59979;2026-08-11\|71.78\|-0.44\|72.17\|73.67\|70.66\|42171;2026-08-12\|73.31\|2.13\|72.87\|74.79\|71.10\|43898;2026-08-13\|71.72\|-2.17\|75.11\|76.88\|71.54\|58369;2026-08-14\|75.24\|4.91\|73.89\|76.68\|72.56\|58634;2026-08-17\|81.08\|7.76\|76.00\|81.19\|75.25\|61817;2026-08-18\|81.51\|0.53\|80.99\|83.33\|79.50\|60255;2026-08-19\|72.80\|-10.69\|78.83\|80.68\|71.71\|62835;2026-08-20\|74.45\|2.27\|74.00\|75.38\|71.77\|51833;2026-08-21\|75.45\|1.34\|73.92\|77.49\|73.92\|41887;2026-08-24\|72.87\|-3.42\|75.45\|76.39\|70.50\|46333;2026-08-25\|75.90\|4.16\|71.22\|76.50\|69.00\|53605;2026-08-26\|73.30\|-3.43\|75.89\|76.01\|70.56\|68883;2026-08-27\|80.00\|9.14\|73.56\|80.62\|73.56\|75464;2026-08-28\|75.35\|-5.81\|79.00\|80.32\|75.27\|60119;2026-08-31\|78.31\|3.93\|74.00\|78.50\|73.17\|52711;2026-09-01\|75.60\|-3.46\|79.44\|79.44\|74.67\|48327;2026-09-02\|74.13\|-1.94\|74.64\|75.50\|73.60\|31375;2026-09-03\|74.76\|0.85\|75.09\|76.28\|72.51\|40320;2026-09-04\|70.91\|-5.15\|75.30\|76.50\|70.03\|47498;2026-09-07\|76.84\|8.36\|72.97\|77.50\|72.96\|70920;2026-09-08\|75.78\|-1.38\|77.03\|78.56\|74.68\|42285;2026-09-09\|74.30\|-1.95\|76.88\|78.38\|73.64\|46117;2026-09-10\|75.03\|0.98\|73.62\|76.58\|73.25\|40813;2026-09-11\|71.44\|-4.78\|72.95\|74.45\|69.08\|55333;2026-09-14\|70.77\|-0.94\|70.56\|71.82\|68.41\|35263;2026-09-15\|76.62\|8.27\|70.55\|78.68\|70.18\|93872;2026-09-16\|79.10\|3.24\|76.71\|79.90\|75.27\|69324;2026-09-17\|77.57\|-1.93\|79.00\|80.80\|77.40\|59227;2026-09-18\|81.13\|4.59\|79.69\|83.58\|79.03\|78606;2026-09-21\|80.75\|-0.47\|83.00\|83.50\|80.08\|54725;2026-09-22\|81.67\|1.14\|82.48\|84.70\|80.90\|60149;2026-09-23\|83.32\|2.02\|82.51\|84.88\|82.43\|55631;2026-09-24\|79.71\|-4.33\|82.36\|82.96\|79.70\|48070;2026-09-28\|73.24\|-8.12\|78.95\|79.75\|72.51\|47562;2026-09-29\|75.63\|3.26\|72.12\|76.46\|72.12\|40810;2026-09-30\|72.63\|-3.97\|76.01\|77.00\|72.51\|37187;2026-10-08\|66.97\|-7.79\|72.62\|72.62\|66.00\|51682;2026-10-09\|65.60\|-2.05\|66.71\|66.88\|61.15\|55342;2026-10-12\|62.26\|-5.09\|64.85\|64.85\|61.87\|44202;2026-10-13\|62.02\|-0.39\|59.82\|63.18\|57.85\|46830;2026-10-14\|59.99\|-3.27\|61.99\|62.50\|59.75\|29541;2026-10-15\|55.78\|-7.02\|56.90\|57.60\|55.18\|58730;2026-10-16\|56.13\|0.63\|57.90\|58.19\|55.11\|48140;2026-10-19\|55.50\|-1.12\|55.07\|56.93\|52.94\|51865;2026-10-20\|57.05\|2.79\|54.80\|58.49\|54.78\|51887;2026-10-21\|57.56\|0.89\|58.30\|58.77\|56.94\|43911;2026-10-22\|54.18\|-5.87\|57.92\|57.92\|54.18\|50010;2026-10-23\|56.97\|5.15\|52.55\|57.36\|50.18\|63395;2026-10-26\|54.47\|-4.39\|56.79\|56.85\|53.73\|50662;2026-10-27\|51.40\|-5.64\|55.98\|56.48\|51.00\|38561;2026-10-28\|54.84\|6.69\|53.68\|56.08\|52.82\|73547;2026-10-29\|51.02\|-6.97\|54.60\|55.00\|51.00\|49968;2026-10-30\|48.13\|-5.66\|48.42\|52.13\|48.07\|53913;2026-11-02\|50.67\|5.28\|49.27\|51.97\|49.00\|62660;2026-11-03\|46.14\|-8.94\|49.80\|49.85\|45.90\|51964;2026-11-04\|51.73\|12.12\|47.01\|51.93\|46.07\|7587457;2026-11-05\|52.35\|1.20\|49.90\|54.44\|49.70\|4922192
134356	隔夜美股芯片股走高	球形硅微粉+纳米二氧化硅+一季报增长 1、据2026年6月4日投资者关系活动记录表，公司控股子公司江苏辉迈生产的球形硅微粉，已实现规模化连续生产与批量稳定交付，具备产业化能力；据2026年5月21日互动易，江苏辉迈具备化学合成法球形硅微粉的产业化能力。 2、公司主营纳米二氧化硅新材料，是国内消光用二氧化硅领域龙头企业，产品涵盖消光剂、吸附剂、开口剂及防锈颜料等，并已研发生产太阳能电池涂覆背板膜用二氧化硅。 3、据2026年4月24日公告，公司2026年一季度实现营收1.48亿元，同比增长35.51%，主要系产品销量增长及江苏辉迈并表所致；归母净利润3828.09万元，同比增长21.80%。	1、公司的抛光液产品专用于半导体芯片的化学机械抛光（CMP）工艺，可提升晶圆表面平整度与质量，是芯片制造的关键材料； 2、国内消光用二氧化硅领域龙头企业；公司主要产品有太阳能电池涂覆背板膜用二氧化硅	2026-06-25\|184.10\|2.85\|178.63\|193.34\|174.00\|73947;2026-06-26\|165.50\|-10.10\|180.00\|180.59\|165.00\|74441;2026-06-29\|155.71\|-5.92\|167.01\|172.80\|149.56\|73767;2026-06-30\|155.50\|-0.13\|156.10\|158.70\|150.00\|54696;2026-07-01\|165.38\|6.35\|156.78\|167.68\|153.00\|86004;2026-07-02\|146.62\|-11.34\|152.85\|156.88\|144.00\|55142;2026-07-03\|138.90\|-5.27\|146.74\|148.00\|138.80\|52330;2026-07-06\|134.37\|-3.26\|142.88\|144.44\|132.04\|46025;2026-07-07\|123.84\|-7.84\|134.79\|134.79\|121.50\|60046;2026-07-08\|116.02\|-6.31\|124.89\|127.30\|115.77\|52203;2026-07-09\|124.41\|7.23\|123.88\|128.84\|117.11\|77232;2026-07-10\|119.38\|-4.04\|124.95\|129.39\|119.20\|59103;2026-07-13\|109.60\|-8.19\|116.51\|120.15\|109.00\|47837;2026-07-14\|118.37\|8.00\|111.66\|121.40\|110.78\|57340;2026-07-15\|111.03\|-6.20\|119.97\|122.16\|110.51\|42094;2026-07-16\|105.81\|-4.70\|109.36\|112.15\|104.88\|35842;2026-07-17\|95.71\|-9.55\|106.02\|107.20\|94.08\|51146;2026-07-20\|82.90\|-13.38\|98.59\|101.00\|79.00\|71817;2026-07-21\|91.99\|10.96\|84.39\|92.18\|71.99\|75828;2026-07-22\|88.26\|-4.05\|91.33\|94.41\|86.92\|52224;2026-07-23\|88.26\|0.00\|89.99\|92.80\|87.34\|34966;2026-07-24\|85.01\|-3.68\|86.91\|88.80\|83.65\|28309;2026-07-27\|90.31\|6.23\|86.54\|90.45\|83.95\|38478;2026-07-28\|81.69\|-9.54\|87.68\|90.74\|81.13\|38838;2026-07-29\|79.02\|-3.27\|81.91\|83.49\|74.48\|47292;2026-07-30\|70.64\|-10.60\|79.85\|80.02\|69.31\|54172;2026-07-31\|73.55\|4.12\|79.51\|80.87\|72.72\|57082;2026-08-03\|71.07\|-3.37\|73.45\|75.61\|69.67\|49440;2026-08-04\|78.20\|10.03\|72.11\|78.59\|70.43\|52466;2026-08-05\|85.97\|9.94\|77.00\|87.68\|77.00\|61641;2026-08-06\|89.50\|4.11\|83.88\|90.62\|82.60\|60984;2026-08-07\|95.22\|6.39\|88.81\|96.80\|86.98\|91166;2026-08-10\|91.25\|-4.17\|100.07\|103.00\|89.20\|81423;2026-08-11\|89.12\|-2.33\|89.88\|91.96\|87.79\|60557;2026-08-12\|97.80\|9.74\|89.02\|97.95\|89.02\|81210;2026-08-13\|102.35\|4.65\|104.16\|111.88\|102.00\|128691;2026-08-14\|106.10\|3.66\|104.04\|110.53\|101.33\|83244;2026-08-17\|109.50\|3.20\|108.27\|109.50\|103.38\|78875;2026-08-18\|108.00\|-1.37\|109.51\|111.40\|105.33\|65952;2026-08-19\|95.10\|-11.94\|101.59\|105.91\|94.48\|74007;2026-08-20\|95.49\|0.41\|98.01\|98.60\|93.01\|45718;2026-08-21\|98.36\|3.01\|97.40\|102.00\|92.84\|57258;2026-08-24\|93.02\|-5.43\|98.94\|100.00\|89.90\|47417;2026-08-25\|94.99\|2.12\|91.78\|96.50\|89.08\|47849;2026-08-26\|99.16\|4.39\|95.00\|99.50\|90.14\|70569;2026-08-27\|116.80\|17.79\|103.32\|117.50\|99.00\|134587;2026-08-28\|111.64\|-4.42\|117.98\|118.90\|111.30\|103984;2026-08-31\|110.51\|-1.01\|108.00\|115.68\|105.80\|74460;2026-09-01\|106.13\|-3.96\|110.51\|111.00\|103.00\|71836;2026-09-02\|104.20\|-1.82\|105.00\|110.06\|101.00\|65156;2026-09-03\|99.21\|-4.79\|105.81\|107.48\|97.28\|62638;2026-09-04\|95.73\|-3.51\|99.22\|104.32\|94.41\|56683;2026-09-07\|102.81\|7.40\|96.66\|104.84\|96.60\|64926;2026-09-08\|97.15\|-5.51\|101.40\|103.58\|96.66\|51890;2026-09-09\|100.18\|3.12\|97.21\|103.58\|97.21\|61622;2026-09-10\|99.10\|-1.08\|98.01\|104.27\|98.01\|65521;2026-09-11\|97.52\|-1.59\|97.15\|98.60\|91.88\|61244;2026-09-14\|98.28\|0.78\|95.11\|100.27\|92.55\|40611;2026-09-15\|109.60\|11.52\|102.62\|117.94\|101.50\|142903;2026-09-16\|128.00\|16.79\|112.88\|131.44\|108.90\|152458;2026-09-17\|119.85\|-6.37\|128.00\|128.60\|119.55\|109339;2026-09-18\|118.44\|-1.18\|121.00\|122.19\|115.87\|82483;2026-09-21\|123.58\|4.34\|118.00\|126.12\|117.20\|113419;2026-09-22\|119.76\|-3.09\|125.56\|127.89\|119.01\|87396;2026-09-23\|135.35\|13.21\|122.55\|137.00\|121.00\|119663;2026-09-24\|136.68\|0.98\|134.15\|139.84\|127.08\|111651;2026-09-28\|122.52\|-10.36\|135.50\|135.99\|121.30\|81658;2026-09-29\|132.27\|7.96\|120.22\|137.60\|119.21\|82660;2026-09-30\|119.15\|-9.92\|132.87\|132.87\|118.50\|75492;2026-10-08\|114.60\|-3.82\|116.90\|123.99\|113.00\|57520;2026-10-09\|106.70\|-6.89\|113.46\|113.46\|101.50\|78400;2026-10-12\|98.40\|-7.78\|106.16\|106.70\|98.02\|58829;2026-10-13\|100.80\|2.44\|93.34\|102.13\|89.70\|66443;2026-10-14\|107.00\|6.15\|101.09\|112.23\|100.82\|89409;2026-10-15\|107.67\|0.63\|101.66\|110.51\|100.01\|72258;2026-10-16\|100.30\|-6.84\|110.80\|112.90\|99.06\|75785;2026-10-19\|100.54\|0.24\|100.01\|106.88\|93.42\|66149;2026-10-20\|102.63\|2.08\|98.50\|104.99\|95.99\|59898;2026-10-21\|100.11\|-2.46\|104.35\|104.60\|98.30\|58991;2026-10-22\|92.58\|-7.52\|100.24\|100.40\|92.12\|66224;2026-10-23\|92.00\|-0.63\|88.10\|92.88\|81.31\|73813;2026-10-26\|85.84\|-6.70\|90.28\|90.77\|83.86\|62612;2026-10-27\|81.40\|-5.17\|87.00\|88.39\|81.40\|42851;2026-10-28\|90.11\|10.70\|82.88\|92.87\|82.00\|73093;2026-10-29\|81.50\|-9.55\|88.55\|90.00\|81.50\|49106;2026-10-30\|75.44\|-7.44\|77.08\|81.88\|73.77\|53837;2026-11-02\|76.56\|1.48\|76.57\|79.63\|74.20\|46960;2026-11-03\|68.49\|-10.54\|74.65\|76.00\|67.86\|59725;2026-11-04\|76.83\|12.18\|67.88\|77.27\|66.19\|70708;2026-11-05\|76.31\|-0.68\|74.35\|79.25\|73.66\|47918
134355	隔夜美股芯片股走高	端侧AI+存内计算+SoC芯片 1、据2026年7月21日公告，公司端侧AI芯片已落地AI音频、智能穿戴AI交互、AI智能办公等场景，今年上半年搭载存内计算NPU的SoC芯片和端侧AI处理器芯片营收占比超25%。 2、据2026年7月21日公告，公司第二代存内计算技术研发取得重大进展，算力大幅提升且支持更大模型规模，搭载该技术的SoC芯片将于今年正式流片。 3、据2025年年度报告，公司主营中高端智能音频SoC芯片，是全球蓝牙音箱SoC芯片的重要供应商，产品覆盖无线麦克风、电竞耳机等品类。	低功耗系统级芯片设计厂商，主要产品为蓝牙音频SoC芯片系列、便携式音视频SoC芯片系列、智能语音交互SoC芯片系列等	2026-06-25\|45.25\|-0.98\|45.70\|45.89\|44.10\|72767;2026-06-26\|43.00\|-4.97\|44.59\|45.00\|42.39\|66476;2026-06-29\|43.20\|0.47\|42.87\|44.11\|41.53\|61298;2026-06-30\|46.91\|8.59\|43.19\|46.94\|43.10\|83799;2026-07-01\|46.96\|0.11\|46.90\|48.79\|46.37\|95418;2026-07-02\|45.10\|-3.96\|46.02\|47.44\|44.22\|73022;2026-07-03\|44.33\|-1.71\|44.58\|45.50\|43.91\|65280;2026-07-06\|43.53\|-1.80\|44.53\|44.56\|42.11\|79279;2026-07-07\|43.78\|0.57\|43.00\|45.08\|42.60\|69988;2026-07-08\|44.18\|0.91\|44.50\|45.45\|42.95\|97603;2026-07-09\|45.36\|2.67\|44.37\|45.39\|43.08\|74040;2026-07-10\|44.75\|-1.34\|45.57\|47.08\|44.71\|103044;2026-07-13\|43.16\|-3.55\|43.80\|46.18\|43.00\|83259;2026-07-14\|41.97\|-2.76\|43.00\|43.95\|39.76\|84182;2026-07-15\|40.99\|-2.33\|42.26\|42.90\|40.14\|62048;2026-07-16\|41.02\|0.07\|40.17\|43.29\|40.16\|78296;2026-07-17\|36.75\|-10.41\|40.65\|41.45\|36.75\|95413;2026-07-20\|34.99\|-4.79\|37.26\|37.78\|34.00\|79973;2026-07-21\|37.10\|6.03\|35.65\|37.26\|34.02\|80890;2026-07-22\|42.70\|15.09\|36.66\|44.52\|36.64\|229259;2026-07-23\|41.45\|-2.93\|41.01\|43.50\|40.80\|153299;2026-07-24\|44.37\|7.04\|41.00\|46.30\|40.93\|161367;2026-07-27\|44.00\|-0.83\|43.00\|44.80\|42.15\|135552;2026-07-28\|42.00\|-4.55\|42.90\|43.43\|41.84\|92296;2026-07-29\|42.67\|1.60\|41.76\|44.86\|41.63\|128267;2026-07-30\|37.66\|-11.74\|41.86\|42.58\|37.66\|144253;2026-07-31\|40.80\|8.34\|40.00\|42.30\|39.00\|136399;2026-08-03\|39.79\|-2.48\|40.67\|42.80\|39.52\|94146;2026-08-04\|41.05\|3.17\|40.10\|41.60\|39.25\|87007;2026-08-05\|42.33\|3.12\|40.68\|43.36\|40.53\|96540;2026-08-06\|42.03\|-0.71\|41.30\|43.10\|41.30\|84438;2026-08-07\|42.51\|1.14\|42.03\|42.69\|41.00\|78184;2026-08-10\|41.73\|-1.83\|42.50\|42.50\|41.18\|63110;2026-08-11\|42.40\|1.61\|41.58\|43.45\|40.93\|92532;2026-08-12\|42.51\|0.26\|42.32\|43.06\|41.77\|56040;2026-08-13\|41.25\|-2.96\|43.07\|43.30\|41.10\|62353;2026-08-14\|41.25\|0.00\|41.50\|42.39\|40.56\|49200;2026-08-17\|42.60\|3.27\|41.04\|42.60\|41.03\|65056;2026-08-18\|42.06\|-1.27\|42.20\|42.44\|41.52\|60877;2026-08-19\|39.78\|-5.42\|41.30\|41.50\|39.66\|85289;2026-08-20\|39.67\|-0.28\|40.16\|40.58\|39.42\|36112;2026-08-21\|39.17\|-1.26\|39.66\|39.98\|38.80\|42882;2026-08-24\|38.47\|-1.79\|39.10\|39.36\|37.50\|48944;2026-08-25\|39.68\|3.15\|38.00\|39.98\|37.69\|65390;2026-08-26\|39.10\|-1.46\|40.30\|40.30\|38.81\|33818;2026-08-27\|40.59\|3.81\|39.39\|40.72\|38.88\|67076;2026-08-28\|40.48\|-0.27\|40.29\|41.08\|40.05\|44264;2026-08-31\|45.78\|13.09\|39.96\|46.00\|39.84\|157216;2026-09-01\|44.55\|-2.69\|45.60\|46.08\|44.08\|94631;2026-09-02\|43.29\|-2.83\|43.82\|44.50\|42.92\|60784;2026-09-03\|43.32\|0.07\|43.83\|44.15\|42.87\|44076;2026-09-04\|41.89\|-3.30\|43.79\|43.79\|41.37\|49276;2026-09-07\|41.84\|-0.12\|42.20\|42.46\|41.23\|58250;2026-09-08\|40.50\|-3.20\|41.66\|42.00\|40.30\|52564;2026-09-09\|40.52\|0.05\|40.71\|41.95\|40.30\|54028;2026-09-10\|39.91\|-1.51\|39.90\|40.36\|39.71\|35235;2026-09-11\|39.04\|-2.18\|39.45\|39.48\|38.48\|36988;2026-09-14\|39.05\|0.03\|38.90\|39.62\|38.32\|30763;2026-09-15\|38.89\|-0.41\|39.05\|39.60\|38.81\|30395;2026-09-16\|39.99\|2.83\|38.89\|40.08\|38.89\|42119;2026-09-17\|40.01\|0.05\|39.80\|40.35\|39.55\|33906;2026-09-18\|41.80\|4.47\|40.56\|42.30\|40.56\|80122;2026-09-21\|41.82\|0.05\|41.90\|42.39\|41.63\|51435;2026-09-22\|44.98\|7.56\|42.90\|45.75\|42.28\|182237;2026-09-23\|46.11\|2.51\|45.25\|46.85\|44.76\|129226;2026-09-24\|47.10\|2.15\|45.81\|48.19\|45.76\|123890;2026-09-28\|45.45\|-3.50\|46.52\|46.90\|45.15\|80938;2026-09-29\|47.00\|3.41\|45.41\|47.38\|44.98\|80722;2026-09-30\|45.78\|-2.60\|47.08\|47.26\|45.66\|52418;2026-10-08\|42.45\|-7.27\|46.64\|46.68\|42.04\|97947;2026-10-09\|42.90\|1.06\|42.01\|45.25\|41.32\|139363;2026-10-12\|40.08\|-6.57\|42.49\|42.59\|39.75\|100511;2026-10-13\|38.95\|-2.82\|39.18\|39.55\|37.11\|101655;2026-10-14\|39.96\|2.59\|38.94\|41.38\|38.72\|86393;2026-10-15\|37.15\|-7.03\|38.60\|39.29\|36.88\|83970;2026-10-16\|35.79\|-3.66\|38.00\|38.00\|35.51\|89085;2026-10-19\|35.72\|-0.20\|35.20\|35.99\|34.51\|50226;2026-10-20\|39.69\|11.11\|35.39\|40.42\|35.18\|154983;2026-10-21\|40.47\|1.97\|39.60\|41.41\|39.35\|91631;2026-10-22\|41.41\|2.32\|40.40\|44.44\|40.36\|131381;2026-10-23\|43.94\|6.11\|40.48\|44.40\|38.80\|120341;2026-10-26\|42.92\|-2.32\|43.40\|44.58\|42.70\|105506;2026-10-27\|40.33\|-6.03\|42.87\|43.25\|40.19\|82445;2026-10-28\|41.18\|2.11\|40.99\|42.67\|40.70\|99695;2026-10-29\|40.71\|-1.14\|41.20\|42.40\|40.03\|92145;2026-10-30\|39.50\|-2.97\|40.01\|42.27\|39.41\|88305;2026-11-02\|40.71\|3.06\|40.00\|41.97\|38.27\|79449;2026-11-03\|39.30\|-3.46\|40.02\|40.93\|39.02\|54011;2026-11-04\|44.09\|12.19\|39.50\|44.14\|38.71\|13224489;2026-11-05\|47.64\|8.05\|43.02\|49.81\|43.01\|13175655
134354	隔夜美股芯片股走高		公司DEMO设备已发往长江存储等国内领先存储芯片制造商进行试产验证，存储芯片是公司未来的重点拓展方向之一	2026-06-25\|400.41\|-0.89\|408.00\|422.00\|393.00\|24557;2026-06-26\|432.27\|7.96\|396.00\|436.00\|391.00\|28268;2026-06-29\|416.00\|-3.76\|427.95\|440.13\|368.88\|29457;2026-06-30\|430.40\|3.46\|408.52\|435.00\|392.00\|23410;2026-07-01\|439.00\|2.00\|430.87\|460.55\|425.00\|26574;2026-07-02\|407.00\|-7.29\|404.00\|437.97\|391.00\|21805;2026-07-03\|360.69\|-11.38\|398.01\|401.99\|360.00\|22968;2026-07-06\|356.88\|-1.06\|365.00\|365.77\|331.97\|17500;2026-07-07\|347.23\|-2.70\|351.00\|359.80\|340.01\|11547;2026-07-08\|364.10\|4.86\|346.84\|375.00\|327.95\|18736;2026-07-09\|376.00\|3.27\|366.00\|376.00\|355.21\|16378;2026-07-10\|360.00\|-4.26\|380.00\|407.83\|360.00\|18568;2026-07-13\|360.10\|0.03\|347.62\|389.73\|347.62\|19495;2026-07-14\|345.48\|-4.06\|357.39\|362.57\|328.50\|14507;2026-07-15\|321.00\|-7.09\|349.00\|351.00\|317.00\|12525;2026-07-16\|303.50\|-5.45\|311.83\|339.60\|301.49\|17846;2026-07-17\|271.02\|-10.70\|303.50\|303.99\|268.00\|15559;2026-07-20\|243.00\|-10.34\|276.44\|278.88\|231.11\|19379;2026-07-21\|263.55\|8.46\|245.43\|264.60\|216.00\|19926;2026-07-22\|256.39\|-2.72\|257.26\|271.77\|252.28\|14953;2026-07-23\|248.07\|-3.25\|257.68\|260.09\|244.28\|9977;2026-07-24\|249.39\|0.53\|242.99\|256.66\|242.99\|11692;2026-07-27\|254.50\|2.05\|247.77\|255.00\|236.48\|10325;2026-07-28\|240.94\|-5.33\|250.00\|261.00\|238.54\|9690;2026-07-29\|230.15\|-4.48\|240.80\|243.08\|217.39\|11864;2026-07-30\|210.00\|-8.76\|227.22\|231.98\|209.00\|11640;2026-07-31\|225.51\|7.39\|229.32\|240.78\|223.05\|15270;2026-08-03\|211.00\|-6.43\|224.62\|227.00\|208.99\|11294;2026-08-04\|223.60\|5.97\|212.00\|225.44\|210.04\|11402;2026-08-05\|239.21\|6.98\|223.62\|242.80\|222.39\|14268;2026-08-06\|247.01\|3.26\|235.00\|249.85\|234.32\|13851;2026-08-07\|255.41\|3.40\|245.99\|257.51\|242.00\|13550;2026-08-10\|255.85\|0.17\|257.00\|257.17\|247.42\|11350;2026-08-11\|254.06\|-0.70\|253.29\|259.84\|246.20\|8079;2026-08-12\|259.60\|2.18\|256.09\|262.80\|253.51\|9453;2026-08-13\|252.56\|-2.71\|262.01\|268.00\|252.30\|9940;2026-08-14\|256.49\|1.56\|256.00\|259.00\|251.00\|6945;2026-08-17\|271.51\|5.86\|256.51\|272.75\|255.29\|10363;2026-08-18\|275.18\|1.35\|270.00\|277.77\|268.07\|10054;2026-08-19\|251.39\|-8.65\|265.94\|271.18\|249.60\|12056;2026-08-20\|251.81\|0.17\|256.00\|258.47\|248.00\|7970;2026-08-21\|255.01\|1.27\|248.00\|260.18\|246.06\|8438;2026-08-24\|255.79\|0.31\|253.94\|261.97\|249.30\|10529;2026-08-25\|255.90\|0.04\|245.00\|260.70\|240.02\|11462;2026-08-26\|255.92\|0.01\|253.35\|259.91\|245.52\|8068;2026-08-27\|291.00\|13.71\|255.00\|292.32\|252.48\|19603;2026-08-28\|309.85\|6.48\|312.55\|325.00\|301.00\|28027;2026-08-31\|299.70\|-3.28\|306.84\|310.01\|294.11\|14560;2026-09-01\|295.02\|-1.56\|303.01\|303.01\|290.45\|13917;2026-09-02\|303.88\|3.00\|292.93\|308.68\|287.80\|17426;2026-09-03\|287.32\|-5.45\|322.19\|323.45\|276.60\|18509;2026-09-04\|268.80\|-6.45\|288.75\|303.35\|264.01\|17974;2026-09-07\|292.77\|8.92\|272.51\|293.50\|269.37\|14343;2026-09-08\|290.26\|-0.86\|292.78\|301.26\|287.87\|12456;2026-09-09\|288.75\|-0.52\|293.30\|298.70\|286.80\|7838;2026-09-10\|281.00\|-2.68\|288.02\|289.67\|278.82\|7110;2026-09-11\|265.57\|-5.49\|275.01\|277.80\|254.01\|12199;2026-09-14\|269.50\|1.48\|261.06\|271.49\|254.41\|9114;2026-09-15\|274.61\|1.90\|267.11\|285.00\|265.01\|10479;2026-09-16\|285.78\|4.07\|272.28\|289.56\|272.28\|9896;2026-09-17\|280.00\|-2.02\|284.80\|288.00\|277.51\|7879;2026-09-18\|285.91\|2.11\|286.00\|295.00\|280.58\|13074;2026-09-21\|282.60\|-1.16\|288.89\|291.00\|281.13\|10494;2026-09-22\|282.30\|-0.11\|287.11\|298.50\|281.03\|12046;2026-09-23\|281.18\|-0.40\|282.00\|286.99\|280.56\|7600;2026-09-24\|274.31\|-2.44\|279.50\|284.95\|274.05\|6552;2026-09-28\|264.56\|-3.55\|272.71\|277.94\|256.40\|9307;2026-09-29\|267.21\|1.00\|263.01\|277.00\|263.00\|8429;2026-09-30\|266.20\|-0.38\|270.20\|297.00\|265.30\|18719;2026-10-08\|242.77\|-8.80\|265.20\|265.98\|236.99\|13863;2026-10-09\|232.56\|-4.21\|242.78\|243.99\|218.26\|11850;2026-10-12\|240.45\|3.39\|233.98\|245.89\|228.04\|9399;2026-10-13\|237.36\|-1.29\|233.08\|240.59\|225.88\|7621;2026-10-14\|228.02\|-3.94\|236.00\|237.00\|228.00\|4686;2026-10-15\|218.00\|-4.39\|220.00\|222.66\|210.60\|8470;2026-10-16\|214.36\|-1.67\|226.29\|226.29\|212.25\|6866;2026-10-19\|207.51\|-3.20\|213.95\|213.95\|201.00\|5589;2026-10-20\|214.03\|3.14\|207.51\|219.93\|205.00\|8731;2026-10-21\|212.85\|-0.55\|216.00\|219.06\|211.01\|4827;2026-10-22\|203.88\|-4.21\|215.00\|215.99\|203.01\|6150;2026-10-23\|205.89\|0.99\|198.29\|206.85\|184.04\|9327;2026-10-26\|195.54\|-5.03\|202.00\|202.98\|194.08\|6243;2026-10-27\|186.50\|-4.62\|199.00\|200.33\|186.50\|6646;2026-10-28\|195.62\|4.89\|195.81\|196.88\|188.86\|10337;2026-10-29\|181.00\|-7.47\|194.14\|194.78\|180.33\|10300;2026-10-30\|164.50\|-9.12\|176.13\|178.61\|164.23\|10952;2026-11-02\|176.78\|7.46\|167.79\|181.84\|166.00\|12557;2026-11-03\|163.60\|-7.46\|174.00\|174.56\|161.50\|7755;2026-11-04\|183.59\|12.22\|164.00\|183.59\|161.25\|12083;2026-11-05\|192.20\|4.69\|179.55\|193.78\|178.08\|10046
134353	隔夜美股芯片股走高	电子特气龙头+存储上游+六氟化钨+央企行业原因： 6月2日，SK集团会长崔泰源称，SK海力士计划五年内将晶圆产能翻番。他表示，存储芯片产能瓶颈问题可能会持续到2030年。公司原因： 1、据2026年5月29日及5月14日公告，公司关注到媒体报道及市场传闻涉及日本六氟化钨供应商因原料问题计划减产，受钨相关物项出口管制及开采总量控制政策影响，上游钨原料供应趋紧，近期部分下游客户就六氟化钨产品与公司业务洽谈增加。 2、据2026年5月8日机构调研，公司当前六氟化钨年产能2000吨，产能利用率处于较高水平，产品纯度达6N级，已实现全球主要半导体厂商稳定供应；受下游存储芯片资本支出增长及AI驱动HBM需求拉动，预计需求将持续旺盛。 3、据2026年4月21日年报，公司是国内电子特种气体收入规模最大的企业，2024年集成电路电子特气领域销售收入全球第九、国内第一；已建有三氟化氮年产能18500吨、六氟化钨年产能2000吨，规模位居国内及世界前列。 4、公司最终控制人为国务院国有资产监督管理委员会。	公司电子特种气体产品及三氟甲磺酸主要用于集成电路、半导体照明等行业	2026-06-26\|385.60\|-1.13\|406.50\|416.99\|370.00\|182664;2026-06-29\|370.00\|-4.05\|365.15\|393.00\|312.19\|216063;2026-06-30\|349.99\|-5.41\|355.00\|363.00\|331.88\|153399;2026-07-01\|378.61\|8.18\|349.99\|386.00\|347.50\|149479;2026-07-02\|365.00\|-3.59\|353.00\|399.99\|350.13\|149993;2026-07-03\|330.14\|-9.55\|358.00\|369.91\|319.30\|130286;2026-07-06\|302.80\|-8.28\|335.00\|344.00\|301.06\|133450;2026-07-07\|315.99\|4.36\|290.00\|319.90\|280.59\|150212;2026-07-08\|331.00\|4.75\|313.00\|339.99\|309.00\|152598;2026-07-09\|363.60\|9.85\|344.00\|370.00\|328.60\|140176;2026-07-10\|293.99\|-19.14\|341.00\|352.99\|291.80\|198707;2026-07-13\|244.50\|-16.83\|285.00\|309.78\|237.33\|221513;2026-07-14\|248.34\|1.57\|239.00\|256.88\|222.00\|172314;2026-07-15\|250.35\|0.81\|251.57\|258.80\|233.33\|143135;2026-07-16\|255.00\|1.86\|240.00\|262.99\|231.50\|139979;2026-07-17\|251.00\|-1.57\|252.00\|274.99\|239.70\|173822;2026-07-20\|200.80\|-20.00\|252.00\|257.99\|200.80\|180169;2026-07-21\|212.00\|5.58\|192.48\|215.00\|161.37\|272273;2026-07-22\|210.00\|-0.94\|197.00\|225.00\|192.26\|220988;2026-07-23\|215.00\|2.38\|211.20\|219.86\|205.00\|140139;2026-07-24\|245.67\|14.27\|213.00\|256.80\|213.00\|240136;2026-07-27\|284.94\|15.98\|247.63\|293.00\|246.79\|241310;2026-07-28\|275.80\|-3.21\|276.00\|292.80\|265.01\|238243;2026-07-29\|301.17\|9.20\|274.26\|304.80\|266.66\|279933;2026-07-30\|284.64\|-5.49\|295.15\|310.72\|268.00\|259265;2026-07-31\|266.00\|-6.55\|310.63\|326.00\|260.97\|287126;2026-08-03\|247.99\|-6.77\|258.60\|274.30\|230.40\|233655;2026-08-04\|253.10\|2.06\|250.00\|258.50\|241.08\|205969;2026-08-05\|286.32\|13.13\|256.00\|286.66\|256.00\|249563;2026-08-06\|308.00\|7.57\|278.00\|325.25\|272.00\|307852;2026-08-07\|316.00\|2.60\|304.00\|316.00\|299.00\|252622;2026-08-10\|325.30\|2.94\|310.46\|333.98\|296.71\|240173;2026-08-11\|311.11\|-4.36\|318.00\|334.00\|311.11\|197683;2026-08-12\|307.35\|-1.21\|313.00\|316.00\|301.36\|179879;2026-08-13\|295.49\|-3.86\|310.00\|318.66\|295.00\|196503;2026-08-14\|300.96\|1.85\|300.00\|305.92\|295.81\|145640;2026-08-17\|310.11\|3.04\|297.00\|313.88\|288.01\|232582;2026-08-18\|290.28\|-6.39\|310.00\|310.00\|284.80\|229216;2026-08-19\|275.33\|-5.15\|279.90\|294.88\|274.18\|189438;2026-08-20\|260.88\|-5.25\|280.00\|280.00\|256.00\|192407;2026-08-21\|263.09\|0.85\|261.50\|274.99\|256.57\|146490;2026-08-24\|250.08\|-4.95\|255.00\|261.60\|243.00\|145388;2026-08-25\|247.00\|-1.23\|242.88\|250.80\|238.00\|108822;2026-08-26\|242.10\|-1.98\|249.00\|249.00\|240.58\|93107;2026-08-27\|258.50\|6.77\|244.96\|259.22\|242.81\|156061;2026-08-28\|249.10\|-3.64\|257.01\|263.80\|249.10\|119677;2026-08-31\|259.94\|4.35\|240.71\|259.94\|240.71\|134644;2026-09-01\|237.02\|-8.82\|255.88\|256.00\|236.03\|139539;2026-09-02\|232.00\|-2.12\|232.10\|235.50\|227.77\|95551;2026-09-03\|231.89\|-0.05\|233.99\|234.26\|228.02\|72633;2026-09-04\|227.04\|-2.09\|235.00\|238.50\|225.40\|87779;2026-09-07\|234.01\|3.07\|230.50\|235.40\|228.00\|95057;2026-09-08\|228.36\|-2.41\|236.00\|241.03\|227.58\|102670;2026-09-09\|225.70\|-1.16\|228.53\|235.00\|224.08\|96189;2026-09-10\|224.80\|-0.40\|224.53\|227.99\|222.22\|72799;2026-09-11\|226.35\|0.69\|221.00\|226.80\|215.71\|97679;2026-09-14\|218.14\|-3.63\|219.63\|222.30\|216.00\|91135;2026-09-15\|227.99\|4.52\|219.00\|234.99\|217.77\|136941;2026-09-16\|235.58\|3.33\|229.10\|238.50\|223.10\|141871;2026-09-17\|225.90\|-4.11\|232.96\|237.62\|225.55\|124956;2026-09-18\|239.20\|5.89\|230.44\|242.67\|226.26\|173358;2026-09-21\|238.03\|-0.49\|243.08\|246.98\|234.52\|140194;2026-09-22\|214.61\|-9.84\|238.99\|241.00\|213.18\|235897;2026-09-23\|217.40\|1.30\|216.24\|219.57\|213.00\|121279;2026-09-24\|212.99\|-2.03\|214.51\|219.21\|212.56\|79413;2026-09-28\|201.07\|-5.60\|211.59\|212.00\|198.08\|130167;2026-09-29\|193.25\|-3.89\|200.00\|201.07\|190.36\|118265;2026-09-30\|190.66\|-1.34\|195.98\|196.00\|190.17\|78198;2026-10-08\|183.21\|-3.91\|188.70\|190.59\|181.58\|85559;2026-10-09\|177.80\|-2.95\|180.21\|182.54\|170.51\|105449;2026-10-12\|170.88\|-3.89\|177.80\|178.87\|170.18\|81006;2026-10-13\|172.91\|1.19\|168.83\|174.50\|163.10\|101298;2026-10-14\|165.31\|-4.40\|173.27\|173.50\|164.35\|77156;2026-10-15\|158.80\|-3.94\|160.00\|162.79\|157.00\|93602;2026-10-16\|154.92\|-2.44\|160.63\|161.40\|152.68\|83577;2026-10-19\|151.76\|-2.04\|153.36\|154.00\|145.62\|90539;2026-10-20\|153.81\|1.35\|150.10\|157.98\|149.10\|84685;2026-10-21\|155.00\|0.77\|156.56\|161.51\|154.17\|92526;2026-10-22\|148.68\|-4.08\|154.90\|156.38\|147.18\|87411;2026-10-23\|149.15\|0.32\|147.00\|150.25\|138.30\|103928;2026-10-26\|143.92\|-3.51\|149.15\|151.59\|143.28\|83201;2026-10-27\|136.70\|-5.02\|147.00\|148.00\|136.00\|75033;2026-10-28\|142.60\|4.32\|140.00\|143.98\|138.50\|84072;2026-10-29\|135.00\|-5.33\|142.49\|144.50\|134.25\|77344;2026-10-30\|127.50\|-5.56\|132.00\|135.48\|127.22\|80000;2026-11-02\|136.89\|7.36\|129.56\|138.68\|128.10\|131678;2026-11-03\|127.70\|-6.71\|132.60\|134.77\|126.40\|91640;2026-11-04\|143.44\|12.33\|128.11\|145.78\|127.00\|15579072;2026-11-05\|150.07\|4.62\|141.17\|154.53\|139.50\|14013562
134352	隔夜美股芯片股走高		1、半导体领域是公司重点关注和持续拓展的高端应用方向之一；公司电子显微镜等产品可应用于芯片检测、半导体材料分析、先进制程芯片失效分析与结构表征、晶圆表面缺陷检测、透射电镜制样、微纳加工等环节，可为存储芯片等半导体产业链的研发检测提供配套支持； 2、公司是国内首家实现离子阱量子计算机商业化交付的企业，全面满足用户量子计算、量子模拟与量子算法的研究需求，技术实力位于国内领先、国际先进水平	2026-08-11\|110.23\|419.46\|110.00\|118.00\|97.79\|218057;2026-08-12\|114.88\|4.22\|104.00\|124.00\|99.90\|140340;2026-08-13\|98.51\|-14.25\|115.00\|116.88\|97.10\|121675;2026-08-14\|103.11\|4.67\|94.10\|103.60\|93.29\|90101;2026-08-17\|104.95\|1.78\|100.10\|106.32\|99.60\|74227;2026-08-18\|97.10\|-7.48\|102.11\|105.99\|94.08\|82416;2026-08-19\|79.42\|-18.21\|92.33\|92.87\|78.00\|79242;2026-08-20\|81.16\|2.19\|81.00\|83.48\|75.11\|50356;2026-08-21\|89.59\|10.39\|79.95\|97.39\|79.00\|110986;2026-08-24\|97.00\|8.27\|90.55\|98.60\|88.92\|74198;2026-08-25\|102.96\|6.14\|92.33\|105.88\|90.00\|83457;2026-08-26\|118.50\|15.09\|105.26\|123.55\|102.55\|103076;2026-08-27\|115.38\|-2.63\|117.30\|118.87\|110.10\|82424;2026-08-28\|105.03\|-8.97\|113.03\|113.25\|103.49\|77402;2026-08-31\|102.50\|-2.41\|102.00\|106.45\|100.68\|41198;2026-09-01\|96.56\|-5.80\|103.02\|103.02\|96.00\|43733;2026-09-02\|95.33\|-1.27\|95.01\|98.99\|94.79\|27885;2026-09-03\|94.55\|-0.82\|96.44\|97.36\|92.85\|22054;2026-09-04\|91.00\|-3.75\|95.60\|96.48\|90.00\|33650;2026-09-07\|93.15\|2.36\|91.90\|94.57\|91.00\|24702;2026-09-08\|91.00\|-2.31\|92.90\|92.90\|89.38\|23524;2026-09-09\|88.02\|-3.27\|91.20\|92.00\|87.17\|19168;2026-09-10\|87.24\|-0.89\|86.80\|90.94\|85.80\|28744;2026-09-11\|87.30\|0.07\|86.02\|91.55\|86.00\|32029;2026-09-14\|91.42\|4.72\|86.18\|93.88\|85.28\|32433;2026-09-15\|91.61\|0.21\|91.00\|93.96\|89.50\|31144;2026-09-16\|99.82\|8.96\|92.00\|102.12\|91.70\|49619;2026-09-17\|93.90\|-5.93\|99.00\|101.63\|93.46\|36155;2026-09-18\|96.10\|2.34\|95.30\|97.37\|92.96\|32406;2026-09-21\|93.57\|-2.63\|95.29\|95.93\|92.18\|29022;2026-09-22\|92.00\|-1.68\|93.99\|95.47\|91.30\|24485;2026-09-23\|95.86\|4.20\|96.22\|98.72\|93.80\|43162;2026-09-24\|92.20\|-3.82\|93.66\|96.38\|88.80\|34922;2026-09-28\|87.38\|-5.23\|92.50\|92.50\|85.20\|26609;2026-09-29\|84.10\|-3.75\|86.18\|87.38\|83.38\|20830;2026-09-30\|82.68\|-1.69\|85.49\|85.88\|82.50\|15555;2026-10-08\|80.00\|-3.24\|82.30\|83.39\|79.38\|12021;2026-10-09\|80.56\|0.70\|79.35\|80.69\|75.20\|21987;2026-10-12\|78.25\|-2.87\|79.50\|80.97\|77.08\|14081;2026-10-13\|78.66\|0.52\|77.02\|80.26\|75.00\|13577;2026-10-14\|73.86\|-6.10\|78.30\|78.30\|73.86\|15501;2026-10-15\|70.96\|-3.93\|70.88\|73.32\|70.38\|14427;2026-10-16\|72.04\|1.52\|75.00\|75.09\|70.81\|12976;2026-10-19\|69.12\|-4.05\|71.40\|72.67\|68.00\|18233;2026-10-20\|73.06\|5.70\|69.12\|74.31\|68.58\|24533;2026-10-21\|71.29\|-2.42\|73.03\|73.86\|70.09\|19020;2026-10-22\|69.30\|-2.79\|71.49\|71.76\|69.10\|16629;2026-10-23\|71.38\|3.00\|68.07\|71.87\|64.30\|27448;2026-10-26\|70.00\|-1.93\|69.99\|71.60\|69.55\|21776;2026-10-27\|69.20\|-1.14\|70.50\|70.99\|68.05\|16569;2026-10-28\|68.80\|-0.58\|69.00\|69.22\|64.67\|33535;2026-10-29\|65.19\|-5.25\|67.10\|68.25\|65.18\|15803;2026-10-30\|62.93\|-3.47\|63.11\|66.88\|62.92\|18851;2026-11-02\|66.76\|6.09\|64.00\|67.70\|62.55\|26030;2026-11-03\|59.81\|-10.41\|65.50\|66.38\|59.12\|34406;2026-11-04\|67.24\|12.42\|60.00\|67.76\|59.70\|3598038;2026-11-05\|68.04\|1.19\|66.00\|70.71\|66.00\|1669059
134351	隔夜美股芯片股走高		国内领先的芯片设计供应商	2026-11-04\|101.99\|12.45\|91.45\|102.01\|88.00\|25707367;2026-11-05\|110.52\|8.36\|98.00\|114.87\|97.00\|23158245
134350	隔夜美股芯片股走高	除权除息+高性能计算电源芯片+收购易冲科技行业原因： 1、据证券时报6月9日报道，隔夜美股芯片股强势反弹，费城半导体指数涨5.61%，30只成份股全线上涨，英特尔、美光科技等大幅走高，提振A股半导体板块情绪。 2、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8日权益分派实施公告，公司实施10转4股派10元的高送转分红方案，股权登记日为2026年6月8日，除权除息日为2026年6月9日。 2、据2026年4月18日年报及2026年4月27日机构调研，公司高性能计算电源芯片业务2025年度实现销售收入0.96亿元，同比增长122.26%，全系列产品已实现量产并在新一代显卡应用中批量出货。 3、据2026年4月29日公告及2026年4月27日机构调研，公司已完成收购四川易冲科技100%股权，自2026年3月起将其纳入合并报表，带动公司2026年一季度整体营收同比增长86.35%至6.09亿元。	公司是国内 LED 照明驱动芯片龙头企业，推出新一代单级高PF恒压控制器BP83323，该产品以第三代碳化硅（SiC）器件集成为核心，采用单级APFC + 反激恒压输出的创新拓扑架构，支持全电压（90-264Vac）输入，可实现高达150W的输出功率，为高性能AC/DC电源设计提供了具备竞争力的解决方案	2026-06-25\|225.58\|1.57\|219.81\|231.20\|212.90\|35837;2026-06-26\|219.79\|-2.57\|222.00\|228.06\|213.02\|28168;2026-06-29\|208.90\|-4.95\|220.00\|227.68\|198.00\|50369;2026-06-30\|216.52\|3.65\|206.00\|217.70\|203.00\|41638;2026-07-01\|201.99\|-6.71\|221.03\|225.42\|200.78\|37047;2026-07-02\|190.94\|-5.47\|195.02\|205.95\|188.88\|35400;2026-07-03\|187.99\|-1.54\|191.89\|194.75\|181.70\|31169;2026-07-06\|181.92\|-3.23\|190.00\|192.90\|173.33\|30482;2026-07-07\|179.69\|-1.23\|180.80\|185.50\|176.00\|25109;2026-07-08\|198.57\|10.51\|180.90\|207.90\|180.00\|54156;2026-07-09\|198.99\|0.21\|200.74\|203.21\|190.02\|34578;2026-07-10\|181.02\|-9.03\|197.69\|202.49\|180.90\|34749;2026-07-13\|169.77\|-6.21\|178.51\|184.63\|169.46\|34098;2026-07-14\|171.16\|0.82\|169.68\|173.00\|162.08\|28163;2026-07-15\|155.98\|-8.87\|170.86\|173.33\|155.01\|34000;2026-07-16\|140.80\|-9.73\|153.74\|156.46\|138.59\|39496;2026-07-17\|128.00\|-9.09\|142.63\|145.20\|126.00\|44684;2026-07-20\|120.01\|-6.24\|133.00\|138.58\|116.31\|47790;2026-07-21\|129.33\|7.77\|122.00\|129.84\|107.77\|71730;2026-07-22\|127.50\|-1.42\|128.00\|136.92\|126.11\|65007;2026-07-23\|122.80\|-3.69\|128.00\|129.90\|119.98\|39601;2026-07-24\|119.50\|-2.69\|120.34\|124.97\|118.00\|34159;2026-07-27\|128.87\|7.84\|120.65\|129.32\|119.11\|39529;2026-07-28\|115.36\|-10.48\|127.50\|128.24\|114.61\|36975;2026-07-29\|112.28\|-2.67\|114.88\|117.84\|105.09\|43739;2026-07-30\|103.23\|-8.06\|111.60\|112.53\|100.00\|36070;2026-07-31\|107.49\|4.13\|111.44\|117.33\|107.00\|41435;2026-08-03\|96.59\|-10.14\|105.04\|108.00\|96.09\|57343;2026-08-04\|107.30\|11.09\|96.66\|107.33\|95.95\|53717;2026-08-05\|113.83\|6.09\|105.16\|116.50\|105.08\|43402;2026-08-06\|117.70\|3.40\|113.00\|119.99\|111.25\|37362;2026-08-07\|125.87\|6.94\|119.61\|128.00\|116.07\|49842;2026-08-10\|125.13\|-0.59\|128.20\|131.87\|121.42\|40572;2026-08-11\|124.30\|-0.66\|123.23\|126.58\|121.00\|29611;2026-08-12\|126.30\|1.61\|124.83\|129.28\|122.03\|30483;2026-08-13\|123.74\|-2.03\|129.89\|132.00\|123.00\|26563;2026-08-14\|130.02\|5.08\|124.38\|130.49\|124.38\|31223;2026-08-17\|134.34\|3.32\|131.32\|135.17\|127.08\|37181;2026-08-18\|137.54\|2.38\|134.41\|141.85\|133.00\|42795;2026-08-19\|124.65\|-9.37\|133.00\|136.28\|123.34\|48121;2026-08-20\|129.41\|3.82\|126.25\|131.45\|124.00\|36043;2026-08-21\|126.84\|-1.99\|128.00\|135.00\|126.18\|38576;2026-08-24\|122.00\|-3.82\|126.68\|126.99\|117.35\|45940;2026-08-25\|118.24\|-3.08\|116.00\|120.17\|111.16\|44151;2026-08-26\|116.90\|-1.13\|117.97\|120.88\|113.00\|34904;2026-08-27\|140.28\|20.00\|118.48\|140.28\|115.77\|61460;2026-08-28\|141.50\|0.87\|144.53\|150.62\|137.99\|101245;2026-08-31\|150.75\|6.54\|140.14\|153.30\|137.01\|75132;2026-09-01\|152.55\|1.19\|147.24\|156.70\|147.24\|61822;2026-09-02\|151.99\|-0.37\|147.24\|155.88\|147.24\|49105;2026-09-03\|154.52\|1.66\|155.22\|157.30\|149.50\|44184;2026-09-04\|146.61\|-5.12\|157.55\|158.20\|144.99\|42472;2026-09-07\|150.70\|2.79\|150.60\|151.99\|144.44\|33953;2026-09-08\|145.91\|-3.18\|150.00\|151.49\|145.00\|30157;2026-09-09\|144.00\|-1.31\|148.80\|154.98\|143.20\|29871;2026-09-10\|140.98\|-2.10\|144.00\|146.26\|140.00\|26364;2026-09-11\|129.67\|-8.02\|140.47\|140.47\|125.30\|39066;2026-09-14\|127.25\|-1.87\|130.01\|130.29\|124.83\|34912;2026-09-15\|126.97\|-0.22\|125.80\|132.20\|125.80\|27338;2026-09-16\|146.28\|15.21\|125.71\|152.10\|125.71\|74890;2026-09-17\|140.52\|-3.94\|143.00\|146.96\|140.30\|45178;2026-09-18\|149.00\|6.03\|143.39\|151.00\|140.37\|54719;2026-09-21\|146.85\|-1.44\|149.59\|150.95\|145.23\|37424;2026-09-22\|145.93\|-0.63\|148.00\|156.65\|144.87\|56875;2026-09-23\|146.97\|0.71\|146.98\|150.00\|144.28\|41736;2026-09-24\|140.21\|-4.60\|146.72\|146.82\|140.20\|44583;2026-09-28\|129.59\|-7.57\|139.00\|139.00\|124.56\|49310;2026-09-29\|127.02\|-1.98\|126.08\|131.88\|126.08\|32253;2026-09-30\|120.73\|-4.95\|127.47\|128.16\|120.12\|34758;2026-10-08\|111.98\|-7.25\|120.72\|122.80\|109.62\|33679;2026-10-09\|105.39\|-5.88\|110.87\|111.54\|102.50\|44610;2026-10-12\|101.99\|-3.23\|105.00\|108.46\|101.41\|42762;2026-10-13\|100.45\|-1.51\|98.50\|101.76\|94.35\|37428;2026-10-14\|97.79\|-2.65\|100.18\|102.18\|97.40\|28794;2026-10-15\|91.75\|-6.18\|92.00\|94.68\|89.00\|40167;2026-10-16\|90.52\|-1.34\|93.58\|95.00\|89.62\|29381;2026-10-19\|89.12\|-1.55\|90.00\|91.50\|85.35\|25943;2026-10-20\|91.80\|3.01\|90.10\|93.80\|87.05\|36620;2026-10-21\|91.82\|0.02\|93.50\|95.32\|91.32\|24652;2026-10-22\|88.30\|-3.83\|92.98\|93.62\|87.95\|29043;2026-10-23\|105.96\|20.00\|90.00\|105.96\|88.62\|108631;2026-10-26\|91.16\|-13.97\|100.99\|101.82\|90.00\|144053;2026-10-27\|85.28\|-6.45\|92.37\|92.99\|85.28\|86733;2026-10-28\|96.58\|13.25\|87.22\|99.99\|87.22\|108234;2026-10-29\|94.40\|-2.26\|96.58\|99.60\|94.00\|77198;2026-10-30\|86.80\|-8.05\|90.54\|93.69\|86.80\|77300;2026-11-02\|90.33\|4.07\|87.67\|93.91\|85.36\|76271;2026-11-03\|81.97\|-9.26\|88.90\|89.49\|80.04\|80506;2026-11-04\|92.30\|12.60\|82.40\|92.55\|80.06\|8575931;2026-11-05\|92.52\|0.24\|88.00\|95.63\|87.72\|5221472
134349	隔夜美股芯片股走高		公司拥有数十款半导体设备特殊涂层零部件产品，覆盖了晶圆制造、封装以及硅片制造领域的设备，在刻蚀、光刻、量检测、退火、薄膜沉积设备领域取得较为突出的技术优势，并且在扩散、离子注入、键合和先进封装等设备领域开展量产或客户验证，并为硅外延片制造设备提供关键零部件产品	2026-08-11\|503.00\|662.24\|450.00\|554.73\|420.00\|149391;2026-08-12\|502.00\|-0.20\|499.00\|524.44\|491.00\|89744;2026-08-13\|510.98\|1.79\|497.02\|544.00\|497.00\|64048;2026-08-14\|538.00\|5.29\|509.00\|554.60\|509.00\|49416;2026-08-17\|520.00\|-3.35\|530.23\|537.99\|489.68\|58215;2026-08-18\|473.00\|-9.04\|510.11\|521.91\|440.46\|78770;2026-08-19\|383.00\|-19.03\|450.24\|455.00\|378.40\|71276;2026-08-20\|389.29\|1.64\|383.00\|390.90\|355.60\|52812;2026-08-21\|385.14\|-1.07\|382.54\|404.89\|377.00\|43416;2026-08-24\|389.99\|1.26\|377.54\|400.55\|364.01\|43603;2026-08-25\|375.80\|-3.64\|373.00\|389.98\|362.94\|35815;2026-08-26\|404.00\|7.50\|374.88\|422.99\|374.88\|61126;2026-08-27\|414.48\|2.59\|392.83\|417.87\|385.00\|48281;2026-08-28\|378.59\|-8.66\|408.05\|416.00\|377.84\|45734;2026-08-31\|374.00\|-1.21\|365.88\|378.30\|361.22\|36709;2026-09-01\|349.93\|-6.44\|374.00\|383.80\|347.74\|41271;2026-09-02\|341.03\|-2.54\|346.32\|352.15\|338.50\|26814;2026-09-03\|348.49\|2.19\|346.11\|358.40\|338.88\|37261;2026-09-04\|354.46\|1.71\|350.79\|369.88\|348.00\|41687;2026-09-07\|362.22\|2.19\|362.01\|368.98\|351.80\|35559;2026-09-08\|351.81\|-2.87\|354.99\|362.10\|343.21\|29927;2026-09-09\|321.09\|-8.73\|353.67\|356.00\|319.30\|41582;2026-09-10\|320.50\|-0.18\|321.49\|322.50\|314.95\|23070;2026-09-11\|323.20\|0.84\|316.19\|326.58\|315.02\|30279;2026-09-14\|332.50\|2.88\|317.00\|341.80\|312.80\|30927;2026-09-15\|346.16\|4.11\|330.33\|362.50\|330.33\|39654;2026-09-16\|363.66\|5.06\|351.16\|371.52\|347.30\|37543;2026-09-17\|359.00\|-1.28\|360.10\|375.66\|356.00\|25377;2026-09-18\|371.70\|3.54\|366.00\|374.56\|359.12\|33234;2026-09-21\|360.28\|-3.07\|365.00\|369.81\|353.11\|26331;2026-09-22\|361.31\|0.29\|366.50\|380.38\|359.61\|27461;2026-09-23\|376.00\|4.07\|363.02\|377.82\|361.47\|24508;2026-09-24\|370.68\|-1.41\|370.20\|387.97\|370.00\|36722;2026-09-28\|355.25\|-4.16\|370.63\|370.63\|342.03\|22075;2026-09-29\|354.36\|-0.25\|353.00\|365.50\|346.08\|14732;2026-09-30\|338.00\|-4.62\|355.00\|355.89\|335.59\|16227;2026-10-08\|321.62\|-4.85\|338.80\|340.60\|320.09\|14483;2026-10-09\|319.00\|-0.81\|319.12\|321.61\|292.58\|22118;2026-10-12\|316.32\|-0.84\|314.88\|328.00\|309.56\|16361;2026-10-13\|313.90\|-0.77\|309.75\|321.60\|296.00\|18253;2026-10-14\|299.49\|-4.59\|310.77\|313.00\|299.49\|11226;2026-10-15\|297.00\|-0.83\|288.00\|308.50\|287.00\|15273;2026-10-16\|288.00\|-3.03\|302.98\|303.00\|285.00\|16715;2026-10-19\|281.54\|-2.24\|286.65\|289.60\|275.00\|14123;2026-10-20\|286.23\|1.67\|278.01\|292.50\|278.01\|13372;2026-10-21\|283.50\|-0.95\|288.10\|291.98\|277.24\|13235;2026-10-22\|273.39\|-3.57\|283.03\|291.99\|273.39\|14654;2026-10-23\|279.53\|2.25\|266.77\|280.99\|258.00\|17227;2026-10-26\|274.35\|-1.85\|274.98\|277.77\|268.00\|15618;2026-10-27\|263.63\|-3.91\|276.56\|279.30\|263.62\|11211;2026-10-28\|279.82\|6.14\|271.00\|281.36\|269.10\|18411;2026-10-29\|274.99\|-1.73\|275.01\|281.75\|266.30\|16338;2026-10-30\|255.60\|-7.05\|268.34\|285.90\|255.11\|26778;2026-11-02\|267.20\|4.54\|257.50\|270.70\|249.51\|19709;2026-11-03\|255.39\|-4.42\|261.00\|266.50\|252.00\|14625;2026-11-04\|287.70\|12.65\|259.00\|289.50\|257.00\|25828;2026-11-05\|285.00\|-0.94\|280.37\|302.00\|279.88\|21420
134348	隔夜美股芯片股走高		公司是一家聚焦高性能、高可靠性模拟集成电路研发和销售的集成电路设计企业，产品在技术领域覆盖模拟及混合信号芯片，目前已能提供800余款可供销售的产品型号，广泛应用于信息通讯、工业控制、汽车电子和消费电子等领域	2026-06-25\|283.55\|-1.89\|293.08\|294.18\|272.22\|55927;2026-06-26\|273.33\|-3.60\|280.43\|289.98\|270.00\|77846;2026-06-29\|268.30\|-1.84\|273.33\|274.50\|254.00\|53729;2026-06-30\|288.31\|7.46\|269.78\|288.88\|265.01\|46279;2026-07-01\|266.99\|-7.39\|289.00\|293.78\|262.98\|49364;2026-07-02\|260.42\|-2.46\|260.00\|275.80\|251.01\|42372;2026-07-03\|257.00\|-1.31\|261.56\|270.38\|249.96\|42166;2026-07-06\|262.68\|2.21\|257.00\|268.00\|246.02\|38733;2026-07-07\|251.55\|-4.24\|265.60\|269.98\|249.38\|35785;2026-07-08\|249.19\|-0.94\|249.90\|256.89\|238.00\|40524;2026-07-09\|256.30\|2.85\|252.13\|258.70\|240.64\|33494;2026-07-10\|250.60\|-2.22\|259.72\|270.00\|249.00\|48218;2026-07-13\|238.78\|-4.72\|246.00\|251.42\|235.87\|42262;2026-07-14\|242.91\|1.73\|237.43\|247.77\|232.48\|33768;2026-07-15\|235.47\|-3.06\|242.90\|252.57\|233.67\|34216;2026-07-16\|217.73\|-7.53\|233.33\|238.64\|213.34\|37271;2026-07-17\|199.53\|-8.36\|217.98\|222.72\|196.59\|45021;2026-07-20\|188.50\|-5.53\|204.50\|204.53\|181.10\|51431;2026-07-21\|202.19\|7.26\|190.29\|203.60\|177.77\|37537;2026-07-22\|216.15\|6.90\|205.82\|229.72\|201.50\|62021;2026-07-23\|204.45\|-5.41\|217.61\|221.58\|203.86\|34013;2026-07-24\|201.55\|-1.42\|203.20\|209.00\|200.00\|31102;2026-07-27\|203.47\|0.95\|201.49\|208.90\|197.23\|31784;2026-07-28\|191.16\|-6.05\|202.47\|202.54\|188.66\|46127;2026-07-29\|197.55\|3.34\|192.72\|205.00\|186.97\|43711;2026-07-30\|181.92\|-7.91\|194.00\|195.74\|177.50\|36012;2026-07-31\|186.11\|2.30\|199.00\|199.10\|185.00\|36252;2026-08-03\|181.44\|-2.51\|184.00\|189.04\|178.50\|25795;2026-08-04\|191.33\|5.45\|181.01\|195.30\|180.00\|29520;2026-08-05\|202.05\|5.60\|192.04\|203.99\|191.67\|34472;2026-08-06\|200.50\|-0.77\|200.00\|204.50\|197.07\|19953;2026-08-07\|211.92\|5.70\|199.96\|212.38\|197.72\|30341;2026-08-10\|206.33\|-2.64\|208.00\|212.77\|198.00\|32133;2026-08-11\|219.00\|6.14\|205.50\|221.31\|204.20\|34840;2026-08-12\|227.00\|3.65\|218.00\|235.93\|216.14\|33850;2026-08-13\|225.39\|-0.71\|228.00\|234.50\|223.00\|36947;2026-08-14\|237.30\|5.28\|233.00\|242.99\|231.44\|46033;2026-08-17\|244.00\|2.82\|243.27\|245.00\|235.30\|27316;2026-08-18\|237.07\|-2.84\|245.00\|246.40\|233.18\|30558;2026-08-19\|222.30\|-6.23\|230.18\|238.80\|220.86\|40203;2026-08-20\|245.30\|10.35\|225.00\|252.88\|224.22\|50657;2026-08-21\|244.36\|-0.38\|242.83\|250.68\|240.69\|30945;2026-08-24\|232.00\|-5.06\|244.43\|246.99\|226.00\|32769;2026-08-25\|235.18\|1.37\|229.14\|237.36\|224.73\|28671;2026-08-26\|234.12\|-0.45\|235.80\|240.75\|233.08\|24599;2026-08-27\|250.46\|6.98\|233.90\|251.68\|233.33\|28818;2026-08-28\|253.44\|1.19\|246.97\|268.88\|246.62\|41762;2026-08-31\|253.56\|0.05\|246.61\|255.55\|244.32\|27406;2026-09-01\|247.79\|-2.28\|251.82\|256.00\|245.82\|22482;2026-09-02\|242.32\|-2.21\|243.38\|247.57\|240.50\|19492;2026-09-03\|247.61\|2.18\|244.21\|249.35\|241.82\|18589;2026-09-04\|240.00\|-3.07\|249.78\|254.50\|238.25\|21446;2026-09-07\|242.61\|1.09\|240.31\|247.32\|238.00\|24258;2026-09-08\|239.03\|-1.48\|241.29\|246.98\|237.03\|19521;2026-09-09\|234.01\|-2.10\|242.00\|249.90\|232.77\|22887;2026-09-10\|229.20\|-2.06\|232.00\|235.00\|226.03\|26038;2026-09-11\|225.00\|-1.83\|227.00\|227.34\|217.87\|24007;2026-09-14\|228.72\|1.65\|225.96\|230.00\|219.15\|18212;2026-09-15\|228.18\|-0.24\|226.46\|232.56\|226.21\|13167;2026-09-16\|235.35\|3.14\|228.18\|236.50\|226.00\|21562;2026-09-17\|238.20\|1.21\|235.20\|243.33\|234.95\|19271;2026-09-18\|250.47\|5.15\|241.00\|258.30\|238.00\|36353;2026-09-21\|252.10\|0.65\|252.72\|255.22\|248.00\|20426;2026-09-22\|255.50\|1.35\|255.00\|263.00\|252.80\|21475;2026-09-23\|254.29\|-0.47\|258.44\|258.44\|252.30\|14930;2026-09-24\|253.01\|-0.50\|255.42\|259.88\|248.17\|22403;2026-09-28\|246.15\|-2.71\|250.76\|254.68\|242.00\|29619;2026-09-29\|240.36\|-2.35\|249.59\|249.69\|236.41\|17003;2026-09-30\|236.32\|-1.68\|241.59\|244.48\|235.35\|12806;2026-10-08\|209.77\|-11.23\|235.00\|235.00\|206.82\|38701;2026-10-09\|206.77\|-1.43\|209.91\|210.49\|199.03\|31270;2026-10-12\|200.30\|-3.13\|206.60\|208.72\|199.36\|17860;2026-10-13\|200.46\|0.08\|198.01\|201.99\|186.60\|26085;2026-10-14\|194.80\|-2.82\|198.68\|202.51\|194.04\|15086;2026-10-15\|186.44\|-4.29\|189.96\|190.93\|183.55\|28082;2026-10-16\|184.25\|-1.17\|188.95\|192.00\|182.00\|23456;2026-10-19\|184.70\|0.24\|182.18\|186.85\|175.22\|24292;2026-10-20\|189.00\|2.33\|184.70\|195.00\|181.93\|21098;2026-10-21\|189.50\|0.26\|190.98\|192.72\|188.14\|15275;2026-10-22\|190.09\|0.31\|189.00\|195.50\|185.31\|26410;2026-10-23\|199.00\|4.69\|184.89\|200.84\|180.51\|29027;2026-10-26\|195.14\|-1.94\|198.70\|199.68\|191.70\|25335;2026-10-27\|191.16\|-2.04\|197.96\|203.80\|189.68\|18935;2026-10-28\|190.21\|-0.50\|187.98\|194.02\|176.08\|48131;2026-10-29\|175.99\|-7.48\|186.41\|187.96\|172.75\|45848;2026-10-30\|168.79\|-4.09\|170.00\|177.55\|168.00\|31019;2026-11-02\|165.02\|-2.23\|168.80\|170.00\|161.00\|31331;2026-11-03\|157.63\|-4.48\|161.50\|164.00\|153.58\|29827;2026-11-04\|177.59\|12.66\|157.31\|177.77\|154.64\|3595768;2026-11-05\|174.75\|-1.60\|172.78\|178.47\|171.50\|1501206
134347	隔夜美股芯片股走高	机器人传感+MEMS传感+高可靠应用行业原因：卡塔尔称美伊核问题谈判仍在继续，SpaceX与超微电脑业绩超预期，重新提振了市场对AI交易的乐观情绪。公司原因： 1、据2026年6月5日互动易，公司人形机器人传感器及模组研发按计划推进，正与相关厂商开展技术交流、推进方案验证和市场化应用，但研发及市场推广存在不确定性。 2、据2026年10月14日投资者关系活动记录表，公司是国内少有的集MEMS设计、封测及配套ASIC自研于一体的厂商，正依托现有消费类业务推进向高附加值市场转型。 3、据2026年9月24日路演活动，公司拟收购浦丹光电，双方在MEMS惯性传感器、压力传感器及惯性测量单元等产品上具有协同效应，交易尚需监管审核、注册及募集资金到账。	公司为国内领先的MEMS传感器设计企业，布局机器人用力传感器、力矩传感器及惯性测量单元，相关产品正按计划研发	2026-06-25\|103.48\|6.79\|96.93\|108.38\|94.80\|66161;2026-06-26\|101.51\|-1.90\|103.98\|108.38\|101.00\|48563;2026-06-29\|95.89\|-5.54\|100.06\|106.49\|92.83\|64722;2026-06-30\|115.07\|20.00\|94.94\|115.07\|94.94\|58258;2026-07-01\|133.33\|15.87\|120.63\|138.07\|120.63\|109488;2026-07-02\|85.77\|-9.95\|87.03\|93.01\|85.25\|101234;2026-07-03\|83.70\|-2.41\|86.80\|87.00\|80.81\|81782;2026-07-06\|77.22\|-7.74\|84.50\|86.09\|76.51\|77487;2026-07-07\|72.65\|-5.92\|77.12\|77.25\|71.21\|51190;2026-07-08\|68.47\|-5.75\|72.42\|74.47\|67.35\|53766;2026-07-09\|69.91\|2.10\|68.99\|70.80\|66.50\|48311;2026-07-10\|66.82\|-4.42\|69.50\|71.95\|66.71\|53110;2026-07-13\|59.38\|-11.13\|64.05\|67.81\|58.79\|63137;2026-07-14\|59.33\|-0.08\|60.32\|61.48\|56.35\|43491;2026-07-15\|56.15\|-5.36\|58.53\|60.80\|55.52\|41320;2026-07-16\|53.06\|-5.50\|55.73\|57.33\|52.53\|45582;2026-07-17\|45.43\|-14.38\|53.58\|53.99\|45.00\|63024;2026-07-20\|40.84\|-10.10\|49.07\|49.63\|39.53\|77634;2026-07-21\|44.81\|9.72\|41.66\|44.97\|36.60\|94060;2026-07-22\|42.54\|-5.07\|44.00\|45.78\|42.25\|57557;2026-07-23\|41.50\|-2.44\|42.30\|43.60\|41.00\|41910;2026-07-24\|40.89\|-1.47\|41.50\|42.34\|40.20\|43288;2026-07-27\|41.66\|1.88\|40.16\|42.12\|39.51\|34712;2026-07-28\|39.39\|-5.45\|40.80\|42.65\|39.15\|39415;2026-07-29\|39.28\|-0.28\|39.60\|39.83\|37.21\|46333;2026-07-30\|36.61\|-6.80\|39.28\|39.78\|36.50\|43976;2026-07-31\|38.55\|5.30\|39.25\|40.91\|38.51\|53344;2026-08-03\|37.68\|-2.26\|38.47\|39.15\|37.35\|31646;2026-08-04\|40.84\|8.39\|38.91\|41.48\|38.00\|41653;2026-08-05\|43.03\|5.36\|40.80\|43.55\|40.50\|45780;2026-08-06\|43.44\|0.95\|42.90\|44.28\|42.28\|37784;2026-08-07\|45.26\|4.19\|44.25\|45.57\|42.41\|42917;2026-08-10\|45.26\|0.00\|46.17\|46.61\|44.20\|37118;2026-08-11\|45.50\|0.53\|44.31\|46.46\|44.31\|32542;2026-08-12\|46.09\|1.30\|46.33\|47.00\|45.02\|35117;2026-08-13\|44.63\|-3.17\|46.63\|47.12\|44.60\|33585;2026-08-14\|53.56\|20.01\|44.88\|53.56\|44.88\|121922;2026-08-17\|52.93\|-1.18\|52.00\|53.56\|50.71\|118025;2026-08-18\|50.75\|-4.12\|52.67\|53.55\|49.69\|83205;2026-08-19\|46.43\|-8.51\|49.00\|50.20\|45.82\|64864;2026-08-20\|51.28\|10.45\|49.00\|54.72\|46.43\|152894;2026-08-21\|49.00\|-4.45\|50.09\|51.00\|48.52\|93620;2026-08-24\|47.14\|-3.80\|48.51\|49.88\|45.43\|75557;2026-08-25\|46.18\|-2.04\|45.91\|46.80\|43.50\|59560;2026-08-26\|45.25\|-2.01\|46.18\|46.41\|44.18\|43692;2026-08-27\|48.16\|6.43\|45.35\|48.40\|44.72\|60361;2026-08-28\|47.75\|-0.85\|47.88\|49.47\|47.05\|49392;2026-08-31\|51.65\|8.17\|45.54\|52.06\|45.54\|83196;2026-09-01\|49.39\|-4.38\|51.99\|51.99\|49.19\|49827;2026-09-02\|49.20\|-0.38\|48.51\|51.00\|48.51\|44992;2026-09-03\|48.51\|-1.40\|49.33\|49.90\|47.56\|35093;2026-09-04\|46.00\|-5.17\|49.10\|49.60\|45.52\|44639;2026-09-07\|48.26\|4.91\|46.40\|48.34\|46.40\|42656;2026-09-08\|46.86\|-2.90\|48.27\|48.27\|46.38\|33658;2026-09-09\|45.38\|-3.16\|47.22\|48.26\|45.15\|34086;2026-09-10\|44.58\|-1.76\|44.93\|45.66\|44.40\|29671;2026-09-11\|43.25\|-2.98\|44.34\|44.34\|41.63\|34348;2026-09-14\|43.50\|0.58\|43.35\|43.91\|42.15\|25752;2026-09-15\|44.89\|3.20\|42.67\|45.38\|42.67\|33919;2026-09-16\|48.30\|7.60\|44.80\|48.52\|44.33\|50945;2026-09-17\|48.26\|-0.08\|47.90\|49.17\|47.59\|35452;2026-09-18\|49.12\|1.78\|49.43\|49.59\|47.88\|34147;2026-09-21\|48.84\|-0.57\|49.70\|49.70\|48.21\|28318;2026-09-22\|49.73\|1.82\|50.00\|50.91\|49.23\|39881;2026-09-23\|51.15\|2.86\|49.72\|52.49\|49.37\|44378;2026-09-24\|55.80\|9.09\|51.00\|58.37\|50.66\|95321;2026-09-28\|50.24\|-9.96\|55.80\|55.92\|49.58\|72048;2026-09-29\|52.94\|5.37\|50.01\|53.40\|49.03\|60788;2026-09-30\|51.37\|-2.97\|53.80\|54.00\|50.32\|54343;2026-10-08\|47.86\|-6.83\|51.50\|52.76\|47.32\|46757;2026-10-09\|47.19\|-1.40\|47.00\|49.25\|44.44\|44255;2026-10-12\|44.96\|-4.73\|47.18\|47.37\|44.49\|30909;2026-10-13\|44.74\|-0.49\|43.50\|44.92\|41.80\|31849;2026-10-14\|42.66\|-4.65\|44.19\|44.63\|42.66\|22402;2026-10-15\|39.91\|-6.45\|41.35\|41.88\|39.58\|36335;2026-10-16\|41.05\|2.86\|40.85\|44.38\|40.05\|41797;2026-10-19\|40.27\|-1.90\|40.32\|41.35\|38.11\|33343;2026-10-20\|44.01\|9.29\|40.06\|45.33\|40.00\|57826;2026-10-21\|52.81\|20.00\|44.00\|52.81\|44.00\|124567;2026-10-22\|51.84\|-1.84\|53.00\|58.00\|51.52\|149051;2026-10-23\|60.18\|16.09\|50.18\|60.21\|47.20\|153742;2026-10-26\|60.20\|0.03\|58.31\|65.00\|54.73\|184424;2026-10-27\|61.91\|2.84\|58.00\|67.53\|57.50\|171520;2026-10-28\|67.31\|8.72\|62.00\|73.96\|61.19\|177792;2026-10-29\|63.50\|-5.66\|65.00\|71.05\|63.00\|162133;2026-10-30\|58.00\|-8.66\|60.00\|64.99\|58.00\|137207;2026-11-02\|61.00\|5.17\|57.25\|62.96\|51.26\|134295;2026-11-03\|56.60\|-7.21\|59.80\|61.79\|56.31\|90999;2026-11-04\|63.82\|12.76\|57.57\|65.00\|55.01\|12561499;2026-11-05\|66.39\|4.03\|62.11\|69.00\|62.07\|9202709
134346	隔夜美股芯片股走高		公司的光刻掩膜版设备主要应用于集成电路、平板显示等领域	2026-11-04\|115.44\|12.84\|103.00\|115.78\|100.03\|43909;2026-11-05\|124.17\|7.56\|112.11\|127.08\|110.82\|35372
134345	隔夜美股芯片股走高	模拟芯片+光模块+人形机器人行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年4月30日投资者关系活动记录表，公司是国内为数不多的全产品线布局光模块模拟芯片的企业，高效率大电流电源已应用于光模块头部客户，多款产品在光迅科技、华工正源、剑桥科技等国内头部光模块厂商中出货，并向海外头部厂商Coherent送样测试。 2、据2025年年报，公司低电压/超低功耗USB3.2Gen1 Redriver产品已应用到国内头部机器人中，并投资了全球实现高自由度灵巧手千台量产的企业灵心巧手，同时正在研发磁编码、马达驱动等产品以丰富机器人产品矩阵。 3、据2025年年报，公司主营高性能模拟芯片，产品覆盖信号链与电源管理，应用范围涵盖手机、电脑、汽车、服务器、光模块、智能穿戴、机器人和工业等领域，2025年毛利率为42.86%。	公司专注模拟芯片赛道，携完整光通信解决方案矩阵亮相本届CIOE，以光通信为核心视觉，展出高速光模块、OCS、XPO/NPO、外置光源 ELSFP等全系列方案，覆盖从光调控到光供给、从可插拔到共封装的全链路模拟控制场景	2026-11-04\|28.39\|12.97\|25.30\|28.58\|24.66\|12624632;2026-11-05\|28.44\|0.18\|27.51\|29.18\|27.20\|8045479
134344	隔夜美股芯片股走高	存储芯片+芯片定制+半导体IP 行业原因： 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8%。公司原因： 1、据2026年8月28日半年报，公司与客户共同开展超级计算内存芯片设计，产品可通过标准DDR接口替代普通内存，适用于云端及边缘算力场景。 2、据2026年9月7日特定对象调研，公司主营一站式芯片定制服务，提供从芯片架构设计到芯片成品的服务。 3、据2026年9月7日特定对象调研，公司研发的高速接口IP包括DDR、SerDes、PCIe、MIPI等。	公司与客户共同开展超级计算内存芯片设计，产品可通过标准DDR接口替代普通内存，适用于云端及边缘算力场景	2026-06-25\|109.60\|1.84\|107.62\|112.49\|101.80\|120340;2026-06-26\|103.00\|-6.02\|106.30\|107.63\|100.80\|85759;2026-06-29\|101.01\|-1.93\|102.10\|105.88\|96.96\|82566;2026-06-30\|115.93\|14.77\|101.86\|116.60\|100.80\|149662;2026-07-01\|110.50\|-4.68\|117.59\|119.16\|109.30\|102621;2026-07-02\|103.82\|-6.05\|108.00\|114.18\|102.10\|81805;2026-07-03\|99.56\|-4.10\|103.00\|105.50\|99.18\|83986;2026-07-06\|97.30\|-2.27\|100.23\|101.50\|93.10\|74734;2026-07-07\|98.37\|1.10\|95.58\|101.56\|94.10\|57105;2026-07-08\|113.98\|15.87\|103.33\|118.04\|103.33\|261287;2026-07-09\|116.05\|1.82\|113.00\|117.00\|106.29\|195540;2026-07-10\|107.51\|-7.36\|117.56\|120.70\|107.51\|123712;2026-07-13\|106.27\|-1.15\|104.20\|111.86\|103.88\|98856;2026-07-14\|103.68\|-2.44\|107.00\|107.99\|96.81\|107811;2026-07-15\|96.49\|-6.93\|104.84\|105.00\|93.82\|95147;2026-07-16\|92.23\|-4.42\|93.60\|99.36\|91.60\|79268;2026-07-17\|77.09\|-16.42\|91.19\|92.09\|76.92\|104305;2026-07-20\|70.06\|-9.12\|78.88\|80.00\|67.49\|90650;2026-07-21\|74.80\|6.77\|72.00\|75.18\|61.10\|99685;2026-07-22\|73.30\|-2.01\|73.00\|76.73\|72.10\|75116;2026-07-23\|68.87\|-6.04\|73.58\|73.89\|68.33\|60591;2026-07-24\|66.83\|-2.96\|66.88\|69.58\|66.83\|47858;2026-07-27\|66.97\|0.21\|66.11\|67.99\|64.38\|50783;2026-07-28\|61.78\|-7.75\|64.98\|67.43\|61.30\|57805;2026-07-29\|60.68\|-1.78\|63.00\|63.00\|57.00\|61130;2026-07-30\|56.63\|-6.67\|61.24\|64.36\|56.58\|67545;2026-07-31\|59.90\|5.77\|61.50\|63.42\|59.89\|65565;2026-08-03\|58.00\|-3.17\|59.29\|60.44\|57.11\|41207;2026-08-04\|61.25\|5.60\|58.06\|61.97\|57.94\|50800;2026-08-05\|64.60\|5.47\|61.15\|65.09\|60.45\|67628;2026-08-06\|65.80\|1.86\|63.58\|66.81\|62.88\|65762;2026-08-07\|68.35\|3.88\|65.99\|68.70\|64.44\|71108;2026-08-10\|67.45\|-1.32\|68.17\|68.40\|65.92\|54465;2026-08-11\|66.80\|-0.96\|65.95\|67.95\|65.65\|38021;2026-08-12\|68.50\|2.54\|66.58\|68.80\|66.20\|46073;2026-08-13\|67.65\|-1.24\|69.54\|70.28\|67.50\|48217;2026-08-14\|68.96\|1.94\|68.88\|69.29\|67.10\|36371;2026-08-17\|71.17\|3.20\|68.99\|71.32\|68.09\|43760;2026-08-18\|69.97\|-1.69\|70.18\|71.44\|68.28\|43477;2026-08-19\|63.63\|-9.06\|67.78\|68.89\|63.30\|54450;2026-08-20\|64.02\|0.61\|64.63\|65.59\|63.35\|37439;2026-08-21\|64.50\|0.75\|63.66\|65.77\|62.64\|29773;2026-08-24\|63.02\|-2.29\|65.10\|65.32\|61.29\|31440;2026-08-25\|63.46\|0.70\|62.50\|63.76\|60.22\|27470;2026-08-26\|63.50\|0.06\|62.88\|64.00\|61.63\|27157;2026-08-27\|66.88\|5.32\|63.50\|67.22\|63.44\|47606;2026-08-28\|64.51\|-3.54\|66.14\|67.50\|64.41\|37741;2026-08-31\|66.89\|3.69\|63.04\|67.12\|63.04\|40808;2026-09-01\|64.52\|-3.54\|66.89\|66.99\|64.33\|31355;2026-09-02\|63.89\|-0.98\|63.57\|64.37\|63.04\|24195;2026-09-03\|63.50\|-0.61\|64.60\|64.61\|62.52\|22371;2026-09-04\|61.20\|-3.62\|63.89\|64.73\|60.63\|31303;2026-09-07\|62.50\|2.12\|61.58\|63.20\|61.16\|24626;2026-09-08\|61.70\|-1.28\|62.20\|63.71\|61.50\|23393;2026-09-09\|61.02\|-1.10\|61.97\|63.56\|60.69\|21739;2026-09-10\|60.41\|-1.00\|60.47\|61.90\|59.52\|23636;2026-09-11\|58.91\|-2.48\|59.90\|60.18\|57.18\|27289;2026-09-14\|58.53\|-0.65\|58.30\|59.18\|57.21\|28318;2026-09-15\|58.83\|0.51\|58.29\|60.60\|58.01\|24300;2026-09-16\|61.90\|5.22\|58.83\|62.33\|58.30\|34196;2026-09-17\|61.62\|-0.45\|61.51\|63.36\|61.03\|27410;2026-09-18\|65.03\|5.53\|62.69\|66.21\|62.50\|48137;2026-09-21\|65.27\|0.37\|65.51\|66.24\|64.60\|30329;2026-09-22\|65.55\|0.43\|67.39\|68.30\|65.31\|36190;2026-09-23\|65.49\|-0.09\|65.95\|66.37\|64.86\|24424;2026-09-24\|64.35\|-1.74\|64.41\|66.00\|64.31\|24858;2026-09-28\|60.47\|-6.03\|64.08\|64.35\|59.46\|42133;2026-09-29\|61.43\|1.59\|59.68\|61.94\|59.40\|30532;2026-09-30\|58.32\|-5.06\|61.58\|62.48\|58.32\|29696;2026-10-08\|54.78\|-6.07\|59.49\|59.55\|54.08\|37314;2026-10-09\|53.88\|-1.64\|54.28\|54.56\|50.88\|38907;2026-10-12\|52.18\|-3.16\|53.79\|53.99\|51.41\|25717;2026-10-13\|51.53\|-1.25\|51.00\|52.75\|49.50\|29138;2026-10-14\|50.04\|-2.89\|51.54\|51.76\|50.01\|19610;2026-10-15\|48.02\|-4.04\|48.15\|49.30\|47.10\|29634;2026-10-16\|47.53\|-1.02\|49.82\|49.85\|47.23\|25144;2026-10-19\|47.81\|0.59\|47.13\|48.48\|46.01\|27436;2026-10-20\|49.06\|2.61\|47.57\|50.20\|47.00\|51596;2026-10-21\|51.10\|4.16\|49.65\|54.20\|49.65\|66457;2026-10-22\|49.88\|-2.39\|51.10\|53.50\|49.88\|60299;2026-10-23\|51.70\|3.65\|49.00\|52.35\|46.00\|64656;2026-10-26\|50.00\|-3.29\|50.67\|51.33\|49.51\|42691;2026-10-27\|48.74\|-2.52\|50.99\|51.82\|48.60\|40736;2026-10-28\|57.27\|17.50\|49.71\|58.49\|49.02\|133294;2026-10-29\|55.20\|-3.61\|56.67\|58.99\|55.20\|110195;2026-10-30\|48.39\|-12.34\|53.69\|54.91\|48.38\|90365;2026-11-02\|51.13\|5.66\|48.39\|52.58\|46.33\|82832;2026-11-03\|46.44\|-9.17\|50.98\|50.99\|46.01\|68286;2026-11-04\|52.51\|13.07\|46.45\|52.98\|45.56\|9713430;2026-11-05\|53.76\|2.38\|50.75\|55.19\|50.53\|4551681
134343	隔夜美股芯片股走高	三季报高增+洁净室设备+海外扩产行业原因： 1、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。韩股SK海力士午后涨超5%，大规模回购推动股价上涨。 2、长鑫科技第三季度营收同比增613.18%，全球DRAM供不应求、量价齐升叠加单位成本下降。公司原因： 1、据2026年10月31日三季报，第三季度营收6.21亿元，同比增长12.56%；归母净利润7174.05万元，同比增长67.36%。据华泰证券2026年10月31日研报，第三季度毛利率同环比大幅改善。 2、据2026年8月29日半年报，公司主营业务聚焦半导体超洁净厂房，是半导体领域洁净装备和耗材的国产化龙头企业，产品覆盖海内外知名半导体企业。 3、据2026年10月12日投资者关系活动记录表，2026年上半年耗材收入占比约30%，毛利率约30%至40%，高于设备类；公司加速布局东南亚、欧洲、南亚和中东，积极布局海外产能，在手订单饱满。	公司为半导体行业提供国际最高洁净等级标准（ISO Class 1 级）洁净环境提供EFU（超薄型设备端自带风机过滤机组）及ULPA（超高效过滤器）等产品；第三季度净利润同比增长67.36%	2026-11-04\|53.60\|13.08\|48.00\|56.88\|47.59\|5221356;2026-11-05\|55.37\|3.30\|51.53\|59.64\|51.53\|4668706
134342	隔夜美股芯片股走高	GPU+存储芯片+业绩扭亏行业原因： 1、半导体板块大幅反弹，板块内超80只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%，科创50指数午后大涨逾10%。 2、亚洲股市今日普遍反弹，韩国综合指数、日经225指数涨超3%。公司原因： 1、据2026年7月21日业绩预告，公司预计2026年上半年归母净利润6.4亿元至6.8亿元，同比扭亏为盈；Q2净利润环比增长262%至291%，主要系以SLC NAND Flash为代表的存储业务量价齐升。 2、据2026年7月14日互动易及2026年7月3日投资者关系活动记录表，公司是国内少数可同时提供NAND Flash、NOR Flash、DRAM完整存储方案的厂商，受益于海外原厂退出利基型市场及下游需求复苏，产品价格上行。 3、据2026年7月14日互动易及2026年7月3日投资者关系活动记录表，公司持有砺算科技约35.87%股权，其首款自研GPU芯片的专业卡和消费卡销售正有序推进。	1、参股公司砺算科技发布GPU芯片“7G100”系列和显卡Lisuan eXtreme系列。 2、公司自身是中国大陆少数可以同时提供NAND、NOR、DRAM等存储芯片完整解决方案的公司。	2026-06-25\|179.45\|4.50\|175.40\|186.88\|170.73\|339882;2026-06-26\|190.53\|6.17\|178.88\|200.20\|172.39\|389779;2026-06-29\|193.30\|1.45\|186.00\|194.50\|182.38\|352170;2026-06-30\|203.70\|5.38\|188.44\|207.60\|184.67\|292594;2026-07-01\|193.29\|-5.11\|202.00\|209.55\|191.00\|286353;2026-07-02\|176.10\|-8.89\|182.00\|189.78\|175.01\|287689;2026-07-03\|178.80\|1.53\|175.00\|191.38\|170.34\|245825;2026-07-06\|174.77\|-2.25\|183.42\|183.42\|170.44\|199254;2026-07-07\|169.17\|-3.20\|172.06\|176.84\|166.03\|163953;2026-07-08\|168.80\|-0.22\|171.00\|173.80\|163.00\|177020;2026-07-09\|176.34\|4.47\|173.20\|176.59\|168.10\|198922;2026-07-10\|164.00\|-7.00\|178.11\|180.88\|164.00\|224731;2026-07-13\|154.15\|-6.01\|162.00\|169.88\|152.88\|210020;2026-07-14\|155.96\|1.17\|157.00\|158.79\|145.83\|191911;2026-07-15\|147.33\|-5.53\|159.00\|161.55\|145.00\|183948;2026-07-16\|136.50\|-7.35\|143.83\|147.78\|135.10\|188186;2026-07-17\|116.83\|-14.41\|138.00\|139.50\|116.21\|284392;2026-07-20\|100.38\|-14.08\|121.11\|121.99\|94.46\|378596;2026-07-21\|120.46\|20.00\|109.59\|120.46\|101.11\|395038;2026-07-22\|120.15\|-0.26\|122.40\|130.00\|118.64\|349593;2026-07-23\|113.90\|-5.20\|122.63\|123.04\|112.93\|235455;2026-07-24\|110.15\|-3.29\|112.76\|114.18\|109.50\|161276;2026-07-27\|115.15\|4.54\|110.75\|115.65\|106.50\|176663;2026-07-28\|106.00\|-7.95\|111.72\|114.26\|104.66\|179098;2026-07-29\|107.51\|1.42\|107.00\|108.60\|99.11\|250375;2026-07-30\|101.52\|-5.57\|105.00\|107.30\|99.01\|207022;2026-07-31\|102.15\|0.62\|114.50\|114.58\|101.80\|286516;2026-08-03\|97.10\|-4.94\|99.50\|102.99\|96.28\|197378;2026-08-04\|101.78\|4.82\|98.56\|103.00\|96.10\|198716;2026-08-05\|109.92\|8.00\|102.97\|111.79\|102.00\|234788;2026-08-06\|111.90\|1.80\|105.98\|113.52\|105.92\|214471;2026-08-07\|115.98\|3.65\|111.21\|116.91\|111.20\|212285;2026-08-10\|113.28\|-2.33\|115.60\|116.50\|110.80\|160450;2026-08-11\|112.21\|-0.94\|112.01\|114.77\|110.90\|122428;2026-08-12\|114.69\|2.21\|112.80\|115.45\|111.02\|137885;2026-08-13\|112.50\|-1.91\|116.90\|118.40\|112.19\|156066;2026-08-14\|117.09\|4.08\|115.00\|117.66\|113.88\|167720;2026-08-17\|125.99\|7.60\|118.45\|125.99\|117.20\|209158;2026-08-18\|124.15\|-1.46\|126.00\|128.50\|122.43\|167245;2026-08-19\|114.51\|-7.76\|119.00\|126.00\|113.91\|221737;2026-08-20\|114.32\|-0.17\|116.80\|117.93\|112.90\|144882;2026-08-21\|120.70\|5.58\|114.35\|122.00\|113.28\|203656;2026-08-24\|116.10\|-3.81\|122.51\|123.50\|112.80\|280259;2026-08-25\|113.97\|-1.83\|112.81\|114.93\|110.10\|176689;2026-08-26\|113.40\|-0.50\|114.10\|115.00\|110.67\|141218;2026-08-27\|118.35\|4.37\|114.44\|119.74\|114.00\|185792;2026-08-28\|115.01\|-2.82\|117.01\|118.99\|115.00\|154646;2026-08-31\|119.84\|4.20\|112.00\|120.07\|111.47\|180788;2026-09-01\|118.00\|-1.54\|119.83\|122.22\|117.32\|130951;2026-09-02\|116.40\|-1.36\|116.00\|118.19\|115.80\|125803;2026-09-03\|117.10\|0.60\|117.99\|118.40\|114.00\|137490;2026-09-04\|112.94\|-3.55\|118.32\|119.58\|111.74\|154044;2026-09-07\|116.06\|2.76\|116.00\|116.93\|113.83\|141161;2026-09-08\|116.12\|0.05\|115.60\|119.93\|114.71\|159193;2026-09-09\|114.88\|-1.07\|116.50\|120.44\|114.60\|142913;2026-09-10\|114.26\|-0.54\|114.00\|116.80\|112.88\|98357;2026-09-11\|110.28\|-3.48\|112.00\|112.66\|106.37\|181656;2026-09-14\|108.55\|-1.57\|107.83\|110.62\|106.88\|103593;2026-09-15\|110.54\|1.83\|109.85\|112.96\|108.70\|108372;2026-09-16\|115.80\|4.76\|111.39\|116.20\|109.58\|125841;2026-09-17\|115.53\|-0.23\|115.53\|117.21\|114.66\|106966;2026-09-18\|122.36\|5.91\|117.95\|124.22\|116.78\|186397;2026-09-21\|120.51\|-1.51\|123.60\|123.97\|119.50\|130439;2026-09-22\|123.45\|2.44\|123.00\|126.56\|120.88\|162875;2026-09-23\|122.65\|-0.65\|124.12\|125.70\|122.40\|109211;2026-09-24\|118.73\|-3.20\|121.50\|122.00\|118.63\|97448;2026-09-28\|116.75\|-1.67\|118.09\|124.40\|116.30\|164854;2026-09-29\|117.73\|0.84\|116.10\|119.00\|115.26\|109735;2026-09-30\|113.81\|-3.33\|119.00\|119.50\|113.80\|98216;2026-10-08\|105.73\|-7.10\|114.37\|114.49\|104.44\|122347;2026-10-09\|104.38\|-1.28\|104.79\|105.75\|99.00\|141131;2026-10-12\|65.71\|-5.66\|68.98\|69.30\|65.33\|176742;2026-10-13\|64.93\|-1.19\|62.00\|66.20\|60.80\|203181;2026-10-14\|61.17\|-5.79\|65.45\|65.75\|61.00\|171631;2026-10-15\|57.18\|-6.52\|57.80\|58.81\|56.01\|245546;2026-10-16\|56.99\|-0.33\|58.47\|59.41\|56.39\|188792;2026-10-19\|57.13\|0.25\|56.99\|57.74\|54.41\|177755;2026-10-20\|59.02\|3.31\|56.86\|59.54\|55.77\|195113;2026-10-21\|59.63\|1.03\|59.97\|60.29\|58.60\|163274;2026-10-22\|56.60\|-5.08\|59.49\|60.08\|56.40\|184875;2026-10-23\|58.65\|3.62\|54.60\|58.90\|52.90\|244145;2026-10-26\|58.65\|0.00\|58.06\|59.74\|57.15\|191484;2026-10-27\|54.58\|-6.94\|62.00\|62.29\|54.52\|341778;2026-10-28\|57.33\|5.04\|57.00\|58.41\|55.08\|299293;2026-10-29\|53.01\|-7.54\|56.50\|56.98\|53.00\|257977;2026-10-30\|50.32\|-5.07\|50.02\|54.48\|49.70\|243370;2026-11-02\|51.79\|2.92\|52.04\|52.96\|50.51\|248836;2026-11-03\|47.99\|-7.34\|50.62\|51.49\|47.30\|284726;2026-11-04\|54.38\|13.32\|48.45\|54.47\|47.88\|32996684;2026-11-05\|54.18\|-0.37\|51.80\|55.16\|51.76\|19299982
134341	隔夜美股芯片股走高		半导体关键工艺材料提供商；公司KrF光刻胶已批量化生产销售，ArF类光刻胶样品目前在国内晶圆制造企业验证中，EUV光刻胶尚在开发阶段	2026-11-04\|75.49\|13.37\|67.39\|76.31\|66.90\|116719;2026-11-05\|76.50\|1.34\|72.99\|78.89\|72.58\|72415
134340	隔夜美股芯片股走高	半导体硅材料+12英寸硅片+重大资产重组行业原因：工信部、发改委联合印发《电子信息制造业发展“十五五”规划》。规划提出，推动高性能电子功能材料、封装与装联材料、工艺与辅助材料突破，提升电子元器件和电子材料产品质量稳定性、可靠性和一致性水平，更好保障整机和系统发展需求。公司原因： 1、据2026年6月1日特定对象调研，山东有研艾斯12英寸产能为15万片/月，一季度收入同比增长62%，轻掺产品已通过长江存储等客户认证。 2、据2026年8月19日互动易，公司上半年刻蚀业务收入同比增长约30%，毛利同比增长约16%，大尺寸半导体硅单晶基地项目按规划推进。 3、据2026年9月12日公告，公司拟收购山东有研艾斯71.89%股权及山东有研半导体14.98%股权，交易完成后两标的将成为全资子公司，预计构成重大资产重组。	国内半导体材料龙头企业；公司通过公开摘牌方式收购安徽晶隆半导体60%股权，标的公司已完成8英寸硅外延片试生产并获客户验证，收购后可形成衬底到外延的一站式解决方案	2026-11-04\|32.45\|13.46\|29.00\|32.50\|28.16\|51944844;2026-11-05\|34.42\|6.07\|30.90\|35.20\|30.70\|47641064
134339	隔夜美股芯片股走高	涨停揭秘：模拟芯片龙头业绩持续修复，信号链与电源管理芯片订单饱满，AI服务器电源模块升级催生高压高精度DC/DC芯片需求，国产替代进程加速；涨停缘由：公司深耕模拟芯片领域，产品覆盖运算放大器、数据转换器、DC/DC转换器等5200余款型号；AI服务器对多相VRM、高精度电压监控芯片需求激增；2026年Q1国产模拟芯片市占率达28.5%，同比提升6.2个百分点；资金逻辑：涨停当日主力资金净流入2.6亿元，北向资金单日增持超1200万股，融资余额周增幅达15.8%，显示产业与金融资本双重认可；风险提示：模拟芯片行业周期性较强，消费电子复苏力度尚待验证；公司存货周转天数升至186天，库存压力增大；境外收入占比达63%，地缘政治扰动风险未消除	模拟芯片龙头，拟斥资8.33亿元收购申矽凌微电子58.29%股份，标的公司曾与高通合作	2026-06-25\|138.28\|0.58\|138.64\|141.00\|134.00\|172956;2026-06-26\|131.55\|-4.87\|139.00\|141.02\|129.00\|200257;2026-06-29\|133.60\|1.56\|131.57\|140.93\|126.03\|214683;2026-06-30\|143.48\|7.40\|133.61\|144.20\|131.49\|225991;2026-07-01\|137.21\|-4.37\|142.77\|149.00\|135.12\|208419;2026-07-02\|142.00\|3.49\|136.06\|151.90\|128.40\|310042;2026-07-03\|139.60\|-1.69\|141.31\|144.40\|135.10\|226032;2026-07-06\|135.97\|-2.60\|140.96\|141.88\|128.13\|206848;2026-07-07\|129.10\|-5.05\|136.00\|136.01\|126.26\|214287;2026-07-08\|129.74\|0.50\|130.00\|133.79\|122.58\|163854;2026-07-09\|134.86\|3.95\|131.99\|135.19\|126.64\|146870;2026-07-10\|124.25\|-7.87\|133.00\|136.30\|124.00\|179742;2026-07-13\|116.26\|-6.43\|122.79\|123.97\|114.40\|213742;2026-07-14\|117.31\|0.90\|117.20\|119.91\|112.76\|154050;2026-07-15\|112.73\|-3.90\|118.00\|119.98\|111.68\|118396;2026-07-16\|107.32\|-4.80\|111.22\|113.50\|105.49\|178701;2026-07-17\|101.00\|-5.89\|107.32\|107.85\|98.83\|202948;2026-07-20\|98.01\|-2.96\|102.97\|105.12\|95.10\|185231;2026-07-21\|110.05\|12.28\|99.31\|110.79\|95.01\|264966;2026-07-22\|106.11\|-3.58\|109.86\|112.50\|105.41\|161423;2026-07-23\|103.86\|-2.12\|106.11\|108.47\|102.00\|130280;2026-07-24\|100.41\|-3.32\|101.40\|103.65\|98.96\|111729;2026-07-27\|98.89\|-1.51\|99.82\|100.93\|94.70\|175105;2026-07-28\|94.99\|-3.94\|95.81\|97.90\|92.38\|165401;2026-07-29\|100.74\|6.05\|96.00\|101.63\|95.09\|277301;2026-07-30\|89.58\|-11.08\|99.88\|99.88\|88.72\|212105;2026-07-31\|95.73\|6.87\|96.20\|101.19\|95.41\|200673;2026-08-03\|94.40\|-1.39\|95.43\|95.75\|92.00\|112168;2026-08-04\|101.56\|7.58\|96.08\|103.01\|94.05\|184782;2026-08-05\|104.02\|2.42\|100.00\|105.00\|98.87\|208109;2026-08-06\|106.24\|2.13\|102.00\|106.50\|100.58\|133548;2026-08-07\|111.68\|5.12\|106.87\|113.30\|106.02\|131702;2026-08-10\|110.27\|-1.26\|115.13\|115.13\|105.28\|161458;2026-08-11\|115.49\|4.73\|110.84\|118.50\|110.50\|193309;2026-08-12\|116.02\|0.46\|114.36\|118.78\|113.58\|106597;2026-08-13\|118.70\|2.31\|118.37\|122.59\|115.10\|156063;2026-08-14\|123.00\|3.62\|119.00\|123.80\|117.00\|198824;2026-08-17\|123.24\|0.20\|122.45\|123.60\|120.00\|148669;2026-08-18\|116.92\|-5.13\|122.22\|122.89\|115.00\|227188;2026-08-19\|106.49\|-8.92\|114.17\|114.80\|105.80\|181900;2026-08-20\|116.58\|9.48\|108.61\|120.00\|108.61\|202035;2026-08-21\|116.60\|0.02\|116.00\|118.12\|114.01\|86111;2026-08-24\|111.13\|-4.69\|116.90\|117.70\|108.66\|102477;2026-08-25\|114.86\|3.36\|110.02\|115.81\|108.36\|103953;2026-08-26\|113.51\|-1.18\|115.36\|116.99\|112.66\|63909;2026-08-27\|116.90\|2.99\|114.74\|117.30\|113.16\|73008;2026-08-28\|114.50\|-2.05\|116.25\|118.49\|114.14\|64850;2026-08-31\|114.00\|-0.44\|112.21\|114.23\|108.60\|143029;2026-09-01\|112.58\|-1.25\|114.88\|116.16\|111.92\|87431;2026-09-02\|110.73\|-1.64\|111.28\|111.73\|108.47\|88635;2026-09-03\|109.76\|-0.88\|112.88\|112.88\|108.80\|49694;2026-09-04\|106.92\|-2.59\|113.36\|115.00\|105.67\|98441;2026-09-07\|110.60\|3.44\|108.84\|112.51\|107.24\|105847;2026-09-08\|107.13\|-3.14\|111.00\|111.49\|106.86\|72788;2026-09-09\|107.75\|0.58\|108.37\|110.49\|107.03\|78389;2026-09-10\|106.69\|-0.98\|107.01\|108.77\|105.48\|87116;2026-09-11\|107.98\|1.21\|105.01\|108.43\|104.22\|115445;2026-09-14\|107.60\|-0.35\|106.50\|109.49\|104.37\|84069;2026-09-15\|108.78\|1.10\|108.02\|110.50\|107.58\|55639;2026-09-16\|111.80\|2.78\|109.13\|112.46\|107.86\|87527;2026-09-17\|116.46\|4.17\|114.33\|119.00\|112.95\|142027;2026-09-18\|125.13\|7.44\|118.20\|127.47\|116.50\|206641;2026-09-21\|122.61\|-2.01\|124.99\|125.10\|120.68\|136481;2026-09-22\|121.68\|-0.76\|123.85\|125.57\|120.81\|87744;2026-09-23\|122.45\|0.63\|121.67\|124.29\|119.00\|88323;2026-09-24\|120.55\|-1.55\|121.28\|121.87\|118.19\|88584;2026-09-28\|117.00\|-2.94\|119.66\|123.53\|116.60\|106179;2026-09-29\|112.80\|-3.59\|115.98\|117.96\|111.11\|106254;2026-09-30\|110.21\|-2.30\|112.98\|114.30\|109.99\|75610;2026-10-08\|96.00\|-12.89\|109.63\|109.98\|95.01\|203734;2026-10-09\|95.97\|-0.03\|95.73\|98.00\|92.30\|148212;2026-10-12\|93.41\|-2.67\|95.43\|96.10\|92.00\|88122;2026-10-13\|95.24\|1.96\|90.66\|96.58\|88.28\|123795;2026-10-14\|93.26\|-2.08\|95.06\|96.96\|92.85\|87233;2026-10-15\|89.99\|-3.51\|90.00\|91.88\|88.40\|84559;2026-10-16\|90.36\|0.41\|90.60\|95.65\|89.52\|106143;2026-10-19\|87.37\|-3.31\|90.17\|90.31\|86.02\|87659;2026-10-20\|89.47\|2.40\|86.50\|91.50\|85.48\|111074;2026-10-21\|89.79\|0.36\|90.97\|91.50\|88.88\|75340;2026-10-22\|86.74\|-3.40\|90.01\|90.19\|85.67\|106576;2026-10-23\|88.08\|1.54\|85.67\|88.86\|82.50\|117867;2026-10-26\|87.50\|-0.66\|87.21\|88.71\|85.37\|102144;2026-10-27\|84.22\|-3.75\|88.88\|90.00\|84.06\|79020;2026-10-28\|90.03\|6.90\|86.38\|91.40\|86.38\|134300;2026-10-29\|88.59\|-1.60\|89.30\|90.03\|86.11\|103519;2026-10-30\|81.43\|-8.08\|85.15\|87.50\|81.18\|135617;2026-11-02\|79.51\|-2.36\|83.05\|83.22\|77.10\|188428;2026-11-03\|75.00\|-5.67\|78.80\|78.80\|72.93\|215826;2026-11-04\|85.11\|13.48\|75.80\|85.49\|75.12\|200191;2026-11-05\|85.61\|0.59\|82.92\|87.28\|81.87\|111292
134338	隔夜美股芯片股走高	湿电子化学品+Mini-LED+车载显示+一季报扭亏 1、据2026年7月7日公告，公司参股公司合肥芯东进收购韩国东进在华湿电子化学品资产事宜正有序推进，东进世美肯上海新材料有限公司已完成全部境内9家目标公司股权等资产的归集；据2026年6月12日互动易，相关交割事项正按协议约定推进。 2、据2026年6月25日投资者关系活动记录表，公司已掌握Mini-LED相关技术并实现量产，车载Mini-LED背光产品已与众多Tier1供应商及蔚来、奇瑞、吉利等整车厂展开合作，并加速布局车载连屏、异形屏等创新形态。 3、据2026年4月25日年报及2026年6月25日投资者关系活动记录表，公司2026年第一季度实现营收9.27亿元，同比增长27.19%，归母净利润461.10万元，同比扭亏为盈，主要得益于下游需求回暖及背光显示主业出货量稳步提升。	东进世美肯及其子公司在湿电子化学品领域拥有长期技术积累，已实现剥离液、蚀刻液等多系列产品量产并批量供应相关客户	2026-06-25\|40.85\|7.64\|39.81\|41.18\|38.12\|90355;2026-06-26\|42.74\|4.63\|40.85\|43.38\|39.58\|92371;2026-06-29\|39.39\|-7.84\|42.14\|42.63\|36.85\|112503;2026-06-30\|44.15\|12.08\|40.27\|46.28\|39.56\|119897;2026-07-01\|43.96\|-0.43\|43.65\|45.99\|43.31\|100015;2026-07-02\|41.60\|-5.37\|42.41\|43.80\|41.40\|65892;2026-07-03\|41.35\|-0.60\|41.71\|42.37\|39.39\|52352;2026-07-06\|39.30\|-4.96\|41.35\|41.78\|38.02\|61335;2026-07-07\|41.51\|5.62\|39.29\|42.09\|38.65\|89964;2026-07-08\|49.81\|20.00\|43.93\|49.81\|39.23\|141614;2026-07-09\|52.73\|5.86\|52.00\|53.69\|48.00\|186493;2026-07-10\|47.70\|-9.54\|55.39\|56.66\|47.60\|171488;2026-07-13\|45.80\|-3.98\|47.66\|49.57\|45.00\|137203;2026-07-14\|45.77\|-0.07\|46.31\|47.50\|43.03\|115010;2026-07-15\|44.59\|-2.58\|47.50\|47.50\|43.74\|84236;2026-07-16\|42.00\|-5.81\|39.89\|44.83\|39.89\|85367;2026-07-17\|38.46\|-8.43\|41.16\|42.76\|37.57\|80389;2026-07-20\|33.76\|-12.22\|39.65\|40.49\|32.50\|116625;2026-07-21\|36.10\|6.93\|33.69\|36.69\|28.66\|109220;2026-07-22\|34.93\|-3.24\|35.73\|37.70\|34.50\|71078;2026-07-23\|34.43\|-1.43\|35.28\|36.26\|33.90\|53208;2026-07-24\|35.47\|3.02\|34.20\|37.68\|33.09\|74180;2026-07-27\|34.60\|-2.45\|34.83\|35.37\|32.21\|71851;2026-07-28\|33.83\|-2.23\|34.90\|37.40\|33.31\|81764;2026-07-29\|32.20\|-4.82\|34.00\|34.00\|30.30\|84142;2026-07-30\|29.17\|-9.41\|31.25\|32.61\|28.44\|87574;2026-07-31\|30.31\|3.91\|32.36\|32.75\|30.22\|68463;2026-08-03\|29.20\|-3.66\|30.43\|31.25\|28.64\|63314;2026-08-04\|32.95\|12.84\|29.78\|33.33\|29.21\|82189;2026-08-05\|35.16\|6.71\|32.49\|35.45\|32.05\|69849;2026-08-06\|35.15\|-0.03\|34.83\|35.82\|33.00\|56766;2026-08-07\|36.68\|4.35\|35.00\|36.88\|33.50\|61713;2026-08-10\|38.20\|4.14\|37.00\|38.37\|35.14\|89969;2026-08-11\|36.81\|-3.64\|38.41\|39.83\|36.50\|100054;2026-08-12\|37.03\|0.60\|36.64\|37.99\|36.20\|50673;2026-08-13\|35.88\|-3.11\|37.42\|38.11\|35.79\|46894;2026-08-14\|38.34\|6.86\|36.10\|38.49\|35.78\|67600;2026-08-17\|38.96\|1.62\|38.50\|39.45\|37.70\|49800;2026-08-18\|40.26\|3.34\|38.97\|40.38\|38.19\|55800;2026-08-19\|36.64\|-8.99\|38.36\|40.61\|36.42\|75887;2026-08-20\|37.32\|1.86\|36.48\|39.01\|35.88\|59591;2026-08-21\|39.07\|4.69\|37.17\|41.15\|36.45\|77783;2026-08-24\|41.04\|5.04\|41.00\|42.70\|38.77\|99291;2026-08-25\|41.98\|2.29\|40.00\|42.28\|39.43\|114691;2026-08-26\|40.39\|-3.79\|41.80\|41.98\|39.70\|88769;2026-08-27\|40.43\|0.10\|39.92\|41.32\|39.35\|72410;2026-08-28\|41.89\|3.61\|40.17\|42.84\|39.90\|93797;2026-08-31\|42.24\|0.84\|40.55\|42.44\|40.30\|63999;2026-09-01\|40.96\|-3.03\|42.15\|42.39\|40.55\|50431;2026-09-02\|41.17\|0.51\|40.80\|41.80\|39.50\|40661;2026-09-03\|41.45\|0.68\|42.50\|42.68\|39.02\|68030;2026-09-04\|41.65\|0.48\|41.80\|44.98\|40.75\|82543;2026-09-07\|44.14\|5.98\|43.42\|45.00\|41.86\|81523;2026-09-08\|46.14\|4.53\|46.00\|47.98\|44.19\|97887;2026-09-09\|45.51\|-1.37\|46.77\|48.23\|45.41\|73254;2026-09-10\|45.78\|0.59\|45.25\|46.39\|44.30\|59470;2026-09-11\|43.98\|-3.93\|44.76\|45.57\|43.46\|55524;2026-09-14\|46.16\|4.96\|43.28\|46.68\|43.17\|66206;2026-09-15\|45.50\|-1.43\|46.18\|47.75\|45.21\|62162;2026-09-16\|47.45\|4.29\|44.32\|47.60\|43.63\|75993;2026-09-17\|47.95\|1.05\|47.20\|48.80\|46.70\|59773;2026-09-18\|48.87\|1.92\|48.70\|49.88\|47.60\|50777;2026-09-21\|51.65\|5.69\|49.25\|51.84\|48.86\|65648;2026-09-22\|51.43\|-0.43\|52.57\|54.65\|50.50\|72026;2026-09-23\|53.32\|3.67\|52.01\|54.40\|51.47\|56248;2026-09-24\|51.28\|-3.83\|53.26\|53.27\|50.70\|53368;2026-09-28\|47.08\|-8.19\|51.18\|51.28\|46.77\|73822;2026-09-29\|46.44\|-1.36\|46.11\|47.97\|46.11\|45849;2026-09-30\|44.95\|-3.21\|46.45\|47.60\|44.73\|45184;2026-10-08\|42.80\|-4.78\|44.70\|45.65\|42.10\|43507;2026-10-09\|40.14\|-6.21\|42.76\|42.76\|38.47\|71203;2026-10-12\|40.10\|-0.10\|40.00\|41.41\|37.60\|69236;2026-10-13\|41.51\|3.52\|39.73\|42.51\|38.25\|72262;2026-10-14\|41.65\|0.34\|41.58\|43.33\|40.50\|54841;2026-10-15\|39.15\|-6.00\|39.71\|40.97\|38.09\|60383;2026-10-16\|38.67\|-1.23\|39.94\|40.35\|37.60\|47693;2026-10-19\|37.55\|-2.90\|38.30\|39.31\|35.56\|54930;2026-10-20\|39.15\|4.26\|37.53\|39.48\|36.61\|41799;2026-10-21\|39.98\|2.12\|39.42\|41.11\|39.42\|40416;2026-10-22\|37.31\|-6.68\|40.29\|41.19\|37.16\|51356;2026-10-23\|39.20\|5.07\|36.65\|39.62\|34.91\|77528;2026-10-26\|40.10\|2.30\|38.61\|41.50\|37.26\|70861;2026-10-27\|38.05\|-5.11\|40.60\|41.60\|37.80\|47186;2026-10-28\|38.13\|0.21\|38.52\|39.00\|37.30\|46336;2026-10-29\|33.22\|-12.88\|37.43\|37.43\|33.13\|77866;2026-10-30\|31.17\|-6.17\|31.73\|34.01\|31.00\|72791;2026-11-02\|31.75\|1.86\|30.78\|32.33\|29.80\|76674;2026-11-03\|29.05\|-8.50\|31.75\|31.75\|28.63\|56653;2026-11-04\|32.99\|13.56\|29.05\|33.30\|28.31\|75664;2026-11-05\|33.62\|1.91\|31.47\|34.85\|30.80\|45735
134337	隔夜美股芯片股走高		全功能GPU量产量销的厂商，覆盖芯片、板卡、集群及软件生态全链条	2026-06-25\|700.00\|-0.68\|705.90\|715.00\|685.00\|32148;2026-06-26\|672.77\|-3.89\|685.00\|697.99\|663.80\|25003;2026-06-29\|703.18\|4.52\|665.00\|708.20\|665.00\|35120;2026-06-30\|716.49\|1.89\|700.00\|722.79\|693.33\|31930;2026-07-01\|673.80\|-5.96\|714.82\|723.95\|665.02\|37614;2026-07-02\|641.59\|-4.78\|660.00\|687.04\|639.40\|30859;2026-07-03\|643.81\|0.35\|643.88\|664.48\|633.01\|20370;2026-07-06\|635.51\|-1.29\|645.00\|649.88\|615.00\|20085;2026-07-07\|663.20\|4.36\|629.16\|699.00\|629.00\|35790;2026-07-08\|666.00\|0.42\|663.19\|681.99\|644.00\|24171;2026-07-09\|759.00\|13.96\|677.72\|769.50\|666.66\|70252;2026-07-10\|701.01\|-7.64\|744.00\|765.84\|699.99\|48002;2026-07-13\|715.90\|2.12\|693.00\|765.00\|692.00\|46283;2026-07-14\|695.12\|-2.90\|729.77\|729.77\|666.66\|38047;2026-07-15\|648.17\|-6.75\|700.00\|709.87\|636.18\|34036;2026-07-16\|648.90\|0.11\|629.01\|672.00\|621.07\|25120;2026-07-17\|612.98\|-5.54\|651.00\|666.88\|585.76\|35371;2026-07-20\|603.00\|-1.63\|625.00\|629.00\|583.58\|24054;2026-07-21\|644.30\|6.85\|603.05\|644.45\|585.88\|29055;2026-07-22\|623.91\|-3.16\|633.00\|644.99\|622.00\|21587;2026-07-23\|610.36\|-2.17\|621.00\|628.00\|601.00\|14907;2026-07-24\|600.01\|-1.70\|600.00\|616.00\|595.00\|10762;2026-07-27\|605.86\|0.97\|595.98\|605.96\|579.00\|12015;2026-07-28\|563.30\|-7.02\|590.00\|596.00\|560.00\|16018;2026-07-29\|564.54\|0.22\|560.07\|569.00\|540.02\|14174;2026-07-30\|540.01\|-4.35\|554.94\|559.87\|530.05\|13950;2026-07-31\|570.48\|5.64\|575.00\|592.00\|570.00\|19316;2026-08-03\|563.00\|-1.31\|562.00\|573.00\|559.17\|8124;2026-08-04\|576.63\|2.42\|567.00\|581.00\|567.00\|11609;2026-08-05\|593.13\|2.86\|577.00\|600.02\|575.97\|17393;2026-08-06\|586.00\|-1.20\|583.00\|596.81\|580.01\|11903;2026-08-07\|597.89\|2.03\|586.00\|598.89\|583.10\|13951;2026-08-10\|573.97\|-4.00\|587.01\|595.00\|572.66\|15168;2026-08-11\|572.00\|-0.34\|570.00\|579.89\|568.00\|8475;2026-08-12\|572.49\|0.09\|571.00\|576.70\|570.00\|9161;2026-08-13\|584.31\|2.06\|575.99\|598.66\|575.99\|17126;2026-08-14\|576.98\|-1.25\|584.39\|588.66\|571.00\|11234;2026-08-17\|590.00\|2.26\|573.98\|590.94\|573.98\|15884;2026-08-18\|578.90\|-1.88\|584.99\|587.29\|573.80\|13230;2026-08-19\|548.00\|-5.34\|569.00\|569.49\|545.00\|15216;2026-08-20\|546.99\|-0.18\|548.00\|552.27\|541.01\|8099;2026-08-21\|542.89\|-0.75\|542.10\|550.00\|538.03\|7097;2026-08-24\|527.66\|-2.81\|540.01\|540.10\|519.03\|9715;2026-08-25\|532.88\|0.99\|523.50\|533.98\|516.23\|6875;2026-08-26\|526.62\|-1.17\|532.97\|536.00\|525.63\|6822;2026-08-27\|544.02\|3.30\|535.00\|544.99\|533.00\|11491;2026-08-28\|533.88\|-1.86\|542.90\|550.77\|533.38\|9644;2026-08-31\|535.89\|0.38\|521.00\|537.36\|520.03\|7926;2026-09-01\|532.20\|-0.69\|535.80\|540.94\|531.17\|6482;2026-09-02\|532.99\|0.15\|522.25\|536.38\|520.23\|6625;2026-09-03\|525.17\|-1.47\|533.17\|535.96\|524.70\|5213;2026-09-04\|519.35\|-1.11\|529.94\|530.99\|517.00\|6361;2026-09-07\|415.49\|-20.00\|498.00\|513.89\|415.48\|82421;2026-09-08\|400.11\|-3.70\|395.76\|407.85\|371.17\|144071;2026-09-09\|387.15\|-3.24\|395.30\|398.70\|384.00\|90439;2026-09-10\|364.05\|-5.97\|383.50\|384.00\|364.00\|88125;2026-09-11\|357.85\|-1.70\|360.00\|364.00\|345.18\|64889;2026-09-14\|346.02\|-3.31\|350.00\|355.90\|345.30\|38694;2026-09-15\|350.40\|1.27\|347.59\|361.22\|343.77\|52506;2026-09-16\|364.00\|3.88\|349.88\|367.51\|346.79\|62343;2026-09-17\|395.58\|8.68\|362.88\|406.88\|360.05\|119925;2026-09-18\|410.00\|3.65\|397.99\|427.99\|396.00\|114532;2026-09-21\|412.00\|0.49\|407.99\|413.77\|401.18\|59490;2026-09-22\|443.00\|7.52\|430.00\|474.33\|430.00\|97315;2026-09-23\|435.00\|-1.81\|443.00\|449.00\|432.03\|44536;2026-09-24\|433.33\|-0.38\|428.00\|443.53\|427.00\|50569;2026-09-28\|408.88\|-5.64\|428.47\|428.47\|405.50\|53329;2026-09-29\|409.48\|0.15\|406.00\|415.01\|402.00\|31968;2026-09-30\|393.94\|-3.80\|410.02\|414.00\|388.58\|40273;2026-10-08\|372.00\|-5.57\|391.66\|394.86\|368.09\|33583;2026-10-09\|376.90\|1.32\|368.08\|378.48\|356.01\|35982;2026-10-12\|359.80\|-4.54\|371.00\|374.98\|358.67\|23452;2026-10-13\|355.00\|-1.33\|355.00\|359.80\|339.50\|30169;2026-10-14\|338.00\|-4.79\|353.24\|354.36\|337.94\|22700;2026-10-15\|321.27\|-4.95\|320.00\|332.00\|315.00\|31083;2026-10-16\|327.11\|1.82\|331.00\|339.50\|323.00\|35914;2026-10-19\|326.75\|-0.11\|326.69\|340.77\|320.00\|43391;2026-10-20\|363.20\|11.16\|326.75\|366.00\|320.81\|66290;2026-10-21\|361.50\|-0.47\|363.17\|368.59\|351.35\|49524;2026-10-22\|344.99\|-4.57\|360.00\|363.86\|343.88\|36528;2026-10-23\|384.18\|11.36\|334.12\|388.84\|334.12\|75437;2026-10-26\|378.00\|-1.61\|378.96\|384.05\|367.67\|60534;2026-10-27\|360.46\|-4.64\|385.78\|390.78\|360.45\|39703;2026-10-28\|381.50\|5.84\|370.00\|385.00\|357.01\|56455;2026-10-29\|333.99\|-12.45\|370.00\|370.00\|332.04\|68199;2026-10-30\|322.65\|-3.40\|318.00\|347.88\|318.00\|54682;2026-11-02\|324.55\|0.59\|326.00\|333.39\|311.00\|48528;2026-11-03\|295.51\|-8.95\|317.90\|319.00\|292.31\|53350;2026-11-04\|335.71\|13.60\|298.00\|339.75\|296.00\|6549432;2026-11-05\|350.88\|4.52\|326.00\|359.20\|324.44\|4213589
134336	隔夜美股芯片股走高	光刻胶+前驱体+机构调研行业原因：据证券时报6月26日报道，全球半导体硅片巨头信越化学、SUMCO、环球晶圆年内已启动两轮涨价，其中AI/HPC用高端硅片涨幅达18%-22%。国内已有硅片厂商跟随调价，个别厂商全品类外延片产品上调幅度达15%。公司原因： 1、据证券时报2026年6月27日报道，近一周恒坤新材接受35家机构调研，公司拥有光刻胶概念。据2026年6月25日投资者关系活动记录表，公司目前业绩主要来源为3D NAND、DRAM存储类客户，自产业务保持高速增长。 2、据2025年年报，公司是境内少数具备12英寸集成电路晶圆制造关键材料研发和量产能力的企业，主要从事光刻材料和前驱体材料的研发、生产和销售，产品主要应用于先进NAND、DRAM存储芯片与逻辑芯片制造。 3、据2026年6月26日公告，公司与恒申控股等共同出资设立合资公司的事项已完成工商登记，注册资本1亿元，其中恒坤新材出资5000万元。	公司SOC、BARC、KrF光刻胶等产品已批量用于12英寸晶圆先进NAND、DRAM存储芯片制造	2026-11-04\|33.31\|13.61\|29.39\|33.68\|29.16\|4711951;2026-11-05\|34.18\|2.61\|32.60\|34.96\|32.25\|3067361
134335	隔夜美股芯片股走高		公司是中国大陆最大的DRAM芯片设计制造一体化企业	2026-07-27\|49.00\|465.82\|49.50\|55.03\|38.11\|29901292;2026-07-28\|47.00\|-4.08\|45.22\|49.74\|45.21\|9304778;2026-07-29\|52.95\|12.66\|46.50\|53.99\|46.26\|9023135;2026-07-30\|52.87\|-0.15\|52.20\|54.66\|49.25\|8608392;2026-07-31\|53.97\|2.08\|58.20\|60.60\|52.88\|8774496;2026-08-03\|54.99\|1.89\|52.51\|55.98\|50.73\|5579254;2026-08-04\|55.00\|0.02\|55.00\|56.16\|53.02\|5082056;2026-08-05\|54.30\|-1.27\|54.60\|56.06\|53.01\|5745330;2026-08-06\|51.96\|-4.31\|52.96\|53.23\|51.13\|5605749;2026-08-07\|52.48\|1.00\|51.01\|53.15\|50.06\|5155129;2026-08-10\|51.30\|-2.25\|52.47\|52.59\|49.77\|5033977;2026-08-11\|50.40\|-1.75\|50.81\|51.30\|50.05\|2840951;2026-08-12\|53.52\|6.19\|50.82\|54.40\|50.81\|5141021;2026-08-13\|52.88\|-1.20\|54.80\|55.92\|52.73\|4653777;2026-08-14\|55.18\|4.35\|54.49\|55.38\|54.20\|3622357;2026-08-17\|61.80\|12.00\|55.60\|61.80\|55.50\|5661368;2026-08-18\|59.19\|-4.22\|61.15\|61.30\|58.23\|4265049;2026-08-19\|57.55\|-2.77\|57.10\|58.34\|55.70\|4606386;2026-08-20\|57.57\|0.03\|57.58\|58.43\|56.05\|2964183;2026-08-21\|58.00\|0.75\|57.21\|59.56\|57.21\|2758478;2026-08-24\|56.60\|-2.41\|57.60\|58.88\|55.29\|2937319;2026-08-25\|56.50\|-0.18\|55.35\|57.19\|54.91\|2368430;2026-08-26\|56.10\|-0.71\|56.60\|56.97\|55.51\|2012841;2026-08-27\|59.12\|5.38\|56.65\|59.30\|56.20\|3246245;2026-08-28\|58.60\|-0.88\|58.50\|59.80\|58.09\|2262167;2026-08-31\|58.01\|-1.01\|58.80\|59.90\|57.01\|3576534;2026-09-01\|56.50\|-2.60\|58.50\|58.88\|56.06\|2315925;2026-09-02\|54.32\|-3.86\|55.55\|55.88\|54.00\|2439497;2026-09-03\|55.55\|2.26\|55.00\|56.05\|54.37\|2023925;2026-09-04\|54.80\|-1.35\|56.01\|56.65\|54.45\|1996465;2026-09-07\|58.47\|6.70\|56.51\|58.97\|56.50\|3538398;2026-09-08\|58.39\|-0.14\|58.40\|59.39\|57.61\|1977844;2026-09-09\|56.87\|-2.60\|58.90\|59.08\|56.47\|1787394;2026-09-10\|57.20\|0.58\|57.04\|58.28\|57.02\|1623299;2026-09-11\|56.73\|-0.82\|56.00\|57.00\|54.80\|2083902;2026-09-14\|54.49\|-3.95\|55.22\|55.49\|54.40\|1912144;2026-09-15\|54.22\|-0.50\|54.49\|55.89\|54.05\|1793760;2026-09-16\|55.10\|1.62\|54.40\|55.80\|53.51\|2132454;2026-09-17\|53.47\|-2.96\|54.60\|54.99\|53.33\|2070595;2026-09-18\|55.54\|3.87\|54.43\|55.96\|54.18\|2626513;2026-09-21\|56.88\|2.41\|57.00\|58.76\|56.46\|2434676;2026-09-22\|57.86\|1.72\|57.89\|59.50\|57.01\|2870817;2026-09-23\|58.62\|1.31\|58.50\|59.83\|58.20\|2064281;2026-09-24\|56.20\|-4.13\|57.70\|57.80\|56.20\|1516063;2026-09-28\|53.80\|-4.27\|56.00\|56.29\|53.80\|2154314;2026-09-29\|55.55\|3.25\|53.71\|55.78\|53.68\|1494581;2026-09-30\|54.79\|-1.37\|55.55\|55.85\|54.38\|1168700;2026-10-08\|50.52\|-7.79\|54.50\|54.51\|50.20\|3652898;2026-10-09\|51.00\|0.95\|49.81\|51.36\|48.00\|3029904;2026-10-12\|48.34\|-5.22\|49.99\|50.23\|48.29\|2233069;2026-10-13\|46.99\|-2.79\|46.30\|48.55\|45.77\|2352063;2026-10-14\|46.00\|-2.11\|47.45\|47.78\|46.00\|1721191;2026-10-15\|43.59\|-5.24\|44.01\|44.55\|43.33\|2814146;2026-10-16\|45.02\|3.28\|44.50\|46.44\|44.10\|3025673;2026-10-19\|41.52\|-7.77\|42.79\|42.97\|41.00\|4322272;2026-10-20\|40.32\|-2.89\|41.10\|41.89\|39.81\|3567856;2026-10-21\|40.97\|1.61\|41.20\|41.75\|40.75\|2300159;2026-10-22\|39.70\|-3.10\|40.80\|41.12\|39.10\|3033429;2026-10-23\|42.85\|7.93\|38.76\|43.15\|38.75\|4806608;2026-10-26\|42.66\|-0.44\|41.89\|43.18\|41.60\|3255307;2026-10-27\|43.00\|0.80\|43.80\|44.69\|42.99\|3444443;2026-10-28\|44.36\|3.16\|44.80\|44.95\|42.36\|3682928;2026-10-29\|42.87\|-3.36\|43.56\|44.82\|42.83\|2734965;2026-10-30\|41.80\|-2.50\|40.90\|43.91\|40.81\|2855138;2026-11-02\|41.72\|-0.19\|42.49\|42.80\|41.20\|2585943;2026-11-03\|38.80\|-7.00\|40.88\|41.09\|38.80\|3904581;2026-11-04\|44.09\|13.63\|39.10\|44.14\|39.10\|505633168;2026-11-05\|42.81\|-2.90\|42.29\|44.04\|42.16\|295364755
134334	隔夜美股芯片股走高		公司与阿里平头哥建立合作，为其自研 AI 芯片提供测试方案，包括含光 800 等，参与 RISC-V 生态建设，为玄铁系列处理器提供测试服务，在云端 AI、车载 AI 等领域均有合作，是平头哥 AI 芯片量产的重要测试伙伴	2026-06-25\|40.07\|-0.79\|41.00\|41.00\|39.18\|160305;2026-06-26\|39.00\|-2.67\|39.32\|40.41\|38.10\|140069;2026-06-29\|40.45\|3.72\|38.98\|40.49\|37.19\|231262;2026-06-30\|42.08\|4.03\|40.04\|42.24\|39.63\|247713;2026-07-01\|40.92\|-2.76\|42.30\|43.48\|40.57\|246967;2026-07-02\|39.49\|-3.49\|39.53\|41.90\|37.90\|224237;2026-07-03\|38.16\|-3.37\|39.80\|40.16\|38.05\|156145;2026-07-06\|39.33\|3.07\|38.15\|41.48\|36.21\|244968;2026-07-07\|39.47\|0.36\|38.80\|40.48\|38.03\|150268;2026-07-08\|40.99\|3.85\|39.20\|41.70\|37.20\|248406;2026-07-09\|43.35\|5.76\|41.38\|43.35\|39.51\|299381;2026-07-10\|42.53\|-1.89\|43.86\|48.56\|42.51\|450213;2026-07-13\|38.10\|-10.42\|41.60\|43.49\|37.58\|292779;2026-07-14\|38.80\|1.84\|38.03\|39.49\|35.56\|221573;2026-07-15\|35.61\|-8.22\|39.10\|39.40\|35.18\|189701;2026-07-16\|31.08\|-12.72\|34.70\|35.55\|30.92\|205988;2026-07-17\|25.68\|-17.37\|30.85\|31.00\|25.65\|228428;2026-07-20\|22.46\|-12.54\|26.31\|26.68\|21.66\|298656;2026-07-21\|24.76\|10.24\|22.80\|24.80\|20.10\|270443;2026-07-22\|23.88\|-3.55\|24.50\|25.25\|23.60\|206112;2026-07-23\|22.85\|-4.31\|23.99\|24.25\|22.62\|146661;2026-07-24\|22.46\|-1.71\|22.30\|23.20\|22.15\|128422;2026-07-27\|22.96\|2.23\|22.40\|23.16\|21.62\|123283;2026-07-28\|21.73\|-5.36\|22.52\|23.30\|21.59\|143709;2026-07-29\|21.44\|-1.33\|21.76\|21.90\|20.44\|134643;2026-07-30\|19.87\|-7.32\|21.53\|21.53\|19.75\|142384;2026-07-31\|21.01\|5.74\|21.01\|22.72\|21.00\|182606;2026-08-03\|20.51\|-2.38\|20.90\|21.18\|20.38\|118242;2026-08-04\|21.69\|5.75\|20.88\|21.80\|20.67\|122775;2026-08-05\|23.31\|7.47\|21.73\|23.68\|21.52\|168987;2026-08-06\|23.93\|2.66\|22.80\|24.12\|22.70\|161675;2026-08-07\|24.90\|4.05\|23.92\|25.07\|23.50\|147065;2026-08-10\|25.11\|0.84\|25.16\|25.33\|24.23\|132915;2026-08-11\|24.81\|-1.19\|24.71\|25.48\|24.27\|114728;2026-08-12\|26.55\|7.01\|24.92\|26.60\|24.82\|140950;2026-08-13\|25.64\|-3.43\|26.75\|27.27\|25.61\|140318;2026-08-14\|26.20\|2.18\|26.15\|26.55\|25.57\|103136;2026-08-17\|27.28\|4.12\|26.26\|27.31\|26.26\|104573;2026-08-18\|27.25\|-0.11\|27.28\|27.65\|26.54\|98988;2026-08-19\|25.14\|-7.74\|26.99\|27.02\|24.88\|142902;2026-08-20\|25.70\|2.23\|25.60\|26.11\|24.96\|104858;2026-08-21\|25.44\|-1.01\|25.28\|25.99\|25.06\|67975;2026-08-24\|24.99\|-1.77\|25.44\|25.89\|24.35\|93673;2026-08-25\|25.30\|1.24\|24.36\|25.53\|23.88\|92492;2026-08-26\|25.40\|0.40\|25.52\|26.09\|24.78\|91803;2026-08-27\|27.30\|7.48\|25.39\|27.49\|25.39\|132165;2026-08-28\|26.78\|-1.90\|27.31\|27.97\|26.73\|113111;2026-08-31\|27.75\|3.62\|26.37\|27.93\|26.18\|102593;2026-09-01\|27.92\|0.61\|28.05\|28.46\|27.30\|113297;2026-09-02\|27.76\|-0.57\|27.41\|28.28\|27.27\|84678;2026-09-03\|27.72\|-0.14\|27.92\|28.30\|27.22\|78175;2026-09-04\|27.35\|-1.33\|27.99\|28.78\|27.10\|91890;2026-09-07\|29.49\|7.82\|27.35\|29.74\|27.35\|152926;2026-09-08\|32.15\|9.02\|29.59\|32.28\|29.26\|206261;2026-09-09\|34.55\|7.46\|32.50\|35.00\|31.69\|243777;2026-09-10\|36.50\|5.64\|34.40\|37.57\|33.81\|270852;2026-09-11\|37.07\|1.56\|36.51\|37.33\|35.30\|270781;2026-09-14\|39.50\|6.56\|37.00\|39.64\|36.90\|247909;2026-09-15\|38.83\|-1.70\|38.91\|39.49\|38.01\|198770;2026-09-16\|39.15\|0.82\|38.70\|39.38\|36.00\|224973;2026-09-17\|40.52\|3.50\|39.60\|41.06\|39.08\|197202;2026-09-18\|41.69\|2.89\|41.00\|41.88\|40.25\|160711;2026-09-21\|36.37\|-12.76\|41.50\|41.50\|36.12\|375997;2026-09-22\|38.50\|5.86\|37.20\|39.78\|37.20\|327114;2026-09-23\|40.30\|4.68\|38.78\|40.50\|38.27\|187483;2026-09-24\|39.55\|-1.86\|39.68\|40.38\|39.27\|128726;2026-09-28\|37.67\|-4.75\|39.54\|39.55\|37.33\|123075;2026-09-29\|37.53\|-0.37\|37.70\|38.43\|37.00\|94469;2026-09-30\|36.50\|-2.74\|37.85\|38.33\|36.48\|86290;2026-10-08\|35.31\|-3.26\|36.93\|37.84\|34.93\|97094;2026-10-09\|34.93\|-1.08\|35.45\|35.45\|32.34\|114169;2026-10-12\|34.69\|-0.69\|35.12\|35.79\|32.90\|109422;2026-10-13\|34.37\|-0.92\|34.03\|34.69\|32.31\|102522;2026-10-14\|33.38\|-2.88\|34.34\|35.15\|33.35\|85418;2026-10-15\|31.38\|-5.99\|32.04\|32.49\|31.20\|94156;2026-10-16\|31.27\|-0.35\|31.70\|32.50\|30.75\|97656;2026-10-19\|30.80\|-1.50\|30.83\|31.29\|28.55\|105728;2026-10-20\|31.41\|1.98\|30.93\|32.58\|30.32\|104420;2026-10-21\|31.37\|-0.13\|31.47\|31.82\|31.00\|79481;2026-10-22\|30.08\|-4.11\|31.20\|32.21\|30.00\|110840;2026-10-23\|30.08\|0.00\|29.08\|30.27\|26.84\|135844;2026-10-26\|28.40\|-5.59\|29.55\|30.15\|28.20\|85307;2026-10-27\|26.90\|-5.28\|29.00\|29.15\|26.86\|100887;2026-10-28\|27.60\|2.60\|27.44\|28.37\|27.01\|86032;2026-10-29\|26.21\|-5.04\|28.15\|28.38\|26.10\|94917;2026-10-30\|24.90\|-5.00\|25.35\|26.68\|24.42\|118367;2026-11-02\|25.94\|4.18\|25.20\|26.55\|24.28\|135004;2026-11-03\|24.40\|-5.94\|25.53\|26.13\|24.12\|116626;2026-11-04\|27.73\|13.65\|24.89\|27.92\|23.91\|20141185;2026-11-05\|27.75\|0.07\|27.00\|28.55\|26.71\|10987506
134333	隔夜美股芯片股走高	模拟芯片+数字电源+机器人传感行业原因： 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3月14日年报，公司主营高性能模拟及数模混合集成电路设计和销售，产品涵盖电源管理、电机驱动、电池管理、信号链及微控制器芯片。 2、据2026年8月15日半年报，公司推出面向服务器及数据中心等大功率应用的全栈数字电源方案，相关大功率电源、同步整流器及传感器芯片收入同比增长126.80%。 3、据2026年3月20日投资者关系活动记录表，公司在人形机器人领域已有小批量出货，产品包括磁传感器、磁编码器。	1、公司主营高性能模拟及数模混合集成电路设计和销售，产品涵盖电源管理、电机驱动、电池管理、信号链及微控制器芯片；第三季度营收创历史新高，扣非后净利润同比大增4375.82%； 2、公司推出面向服务器及数据中心等大功率应用的全栈数字电源方案，相关大功率电源、同步整流器及传感器芯片； 3、公司在人形机器人领域已有小批量出货，产品包括磁传感器、磁编码器	2026-06-25\|80.00\|-0.41\|81.04\|83.00\|78.81\|22741;2026-06-26\|78.29\|-2.14\|79.00\|80.99\|77.09\|22332;2026-06-29\|76.36\|-2.47\|78.00\|79.73\|72.84\|23629;2026-06-30\|80.78\|5.79\|76.40\|81.10\|76.02\|27337;2026-07-01\|78.80\|-2.45\|81.30\|83.25\|78.01\|29476;2026-07-02\|75.50\|-4.19\|76.96\|79.99\|74.02\|22415;2026-07-03\|73.50\|-2.65\|74.71\|76.78\|73.03\|21678;2026-07-06\|72.00\|-2.04\|74.00\|74.86\|69.04\|20520;2026-07-07\|70.96\|-1.44\|69.29\|73.59\|69.03\|19676;2026-07-08\|70.62\|-0.48\|69.33\|73.58\|67.78\|21495;2026-07-09\|72.95\|3.30\|71.41\|73.21\|68.50\|21637;2026-07-10\|71.31\|-2.25\|72.63\|77.77\|71.00\|23642;2026-07-13\|63.03\|-11.61\|69.81\|70.99\|62.09\|29114;2026-07-14\|63.15\|0.19\|63.73\|65.00\|59.41\|24194;2026-07-15\|61.57\|-2.50\|64.20\|65.18\|60.73\|21305;2026-07-16\|57.48\|-6.64\|60.33\|62.36\|57.48\|21521;2026-07-17\|52.00\|-9.53\|56.85\|58.50\|50.12\|24307;2026-07-20\|47.99\|-7.71\|54.13\|54.59\|47.05\|24351;2026-07-21\|51.85\|8.04\|48.89\|52.47\|42.01\|37064;2026-07-22\|51.18\|-1.29\|51.25\|53.70\|50.66\|26757;2026-07-23\|49.85\|-2.60\|52.10\|52.72\|49.01\|19994;2026-07-24\|49.92\|0.14\|48.72\|50.99\|48.72\|19633;2026-07-27\|52.49\|5.15\|49.25\|52.50\|48.50\|24522;2026-07-28\|48.37\|-7.85\|51.39\|52.55\|47.80\|24870;2026-07-29\|47.57\|-1.65\|48.37\|49.09\|45.61\|20030;2026-07-30\|44.56\|-6.33\|47.46\|47.48\|44.00\|19497;2026-07-31\|46.80\|5.03\|47.86\|49.28\|46.80\|19223;2026-08-03\|46.19\|-1.30\|46.37\|48.93\|45.60\|29865;2026-08-04\|49.09\|6.28\|46.44\|49.52\|46.29\|18489;2026-08-05\|51.53\|4.97\|49.33\|52.12\|48.65\|19108;2026-08-06\|53.02\|2.89\|50.45\|53.20\|50.20\|17089;2026-08-07\|56.18\|5.96\|53.00\|57.20\|52.44\|27505;2026-08-10\|55.00\|-2.10\|57.30\|57.30\|53.70\|20042;2026-08-11\|55.40\|0.73\|54.35\|57.09\|53.91\|19757;2026-08-12\|58.41\|5.43\|54.29\|58.95\|54.29\|22543;2026-08-13\|62.00\|6.15\|59.57\|67.65\|58.43\|45245;2026-08-14\|62.36\|0.58\|61.62\|63.08\|60.80\|28070;2026-08-17\|63.87\|2.42\|63.32\|64.28\|60.95\|38045;2026-08-18\|66.21\|3.66\|63.86\|68.55\|63.18\|32918;2026-08-19\|60.96\|-7.93\|64.11\|65.58\|60.39\|28346;2026-08-20\|61.26\|0.49\|61.18\|63.17\|60.01\|30126;2026-08-21\|60.10\|-1.89\|60.53\|61.40\|59.18\|27888;2026-08-24\|58.00\|-3.49\|59.68\|60.46\|56.42\|20054;2026-08-25\|57.91\|-0.16\|57.00\|58.20\|54.74\|16977;2026-08-26\|56.82\|-1.88\|57.34\|59.06\|55.71\|16563;2026-08-27\|59.09\|4.00\|57.15\|59.67\|56.55\|20784;2026-08-28\|57.91\|-2.00\|58.50\|60.37\|57.90\|15663;2026-08-31\|60.57\|4.59\|57.02\|61.00\|56.52\|21853;2026-09-01\|57.04\|-5.83\|60.00\|60.39\|56.50\|28847;2026-09-02\|56.23\|-1.42\|56.30\|57.70\|55.83\|17668;2026-09-03\|56.25\|0.04\|56.63\|57.36\|55.51\|16486;2026-09-04\|55.28\|-1.72\|57.48\|58.88\|54.71\|20083;2026-09-07\|55.24\|-0.07\|55.88\|56.38\|54.90\|16879;2026-09-08\|54.53\|-1.29\|55.68\|55.98\|54.18\|14188;2026-09-09\|55.03\|0.92\|54.65\|56.64\|54.22\|16190;2026-09-10\|54.00\|-1.87\|54.51\|54.89\|53.75\|11309;2026-09-11\|52.90\|-2.04\|53.40\|53.87\|51.20\|12243;2026-09-14\|54.42\|2.87\|52.90\|54.45\|51.75\|12997;2026-09-15\|54.30\|-0.22\|54.66\|55.66\|53.65\|12224;2026-09-16\|59.65\|9.85\|54.72\|60.30\|53.76\|26407;2026-09-17\|58.75\|-1.51\|59.18\|60.70\|58.55\|18178;2026-09-18\|60.35\|2.72\|59.99\|61.01\|59.30\|18042;2026-09-21\|60.10\|-0.41\|59.91\|60.91\|59.41\|14657;2026-09-22\|60.23\|0.22\|61.48\|61.83\|60.16\|17005;2026-09-23\|62.20\|3.27\|60.44\|62.70\|60.20\|17276;2026-09-24\|60.58\|-2.60\|61.78\|62.57\|60.42\|15135;2026-09-28\|56.95\|-5.99\|60.88\|61.23\|56.07\|22948;2026-09-29\|57.40\|0.79\|57.26\|57.97\|56.30\|20230;2026-09-30\|55.20\|-3.83\|57.21\|57.98\|54.88\|14239;2026-10-08\|53.35\|-3.35\|55.24\|58.12\|52.90\|25011;2026-10-09\|52.01\|-2.51\|53.90\|53.90\|49.30\|26135;2026-10-12\|51.20\|-1.56\|51.89\|53.30\|50.52\|21652;2026-10-13\|51.31\|0.21\|50.40\|51.80\|47.86\|19002;2026-10-14\|49.90\|-2.75\|51.53\|51.53\|49.50\|15959;2026-10-15\|47.89\|-4.03\|48.20\|49.08\|47.30\|16802;2026-10-16\|47.47\|-0.88\|49.00\|49.89\|47.00\|12595;2026-10-19\|46.55\|-1.94\|46.53\|47.66\|45.44\|17295;2026-10-20\|47.95\|3.01\|46.55\|49.00\|46.35\|14176;2026-10-21\|48.08\|0.27\|49.78\|50.73\|47.63\|16687;2026-10-22\|46.40\|-3.49\|47.64\|48.92\|46.29\|15333;2026-10-23\|47.81\|3.04\|45.20\|48.20\|42.70\|22969;2026-10-26\|47.26\|-1.15\|47.82\|48.63\|46.52\|21394;2026-10-27\|46.56\|-1.48\|47.21\|48.76\|46.56\|19160;2026-10-28\|55.87\|20.00\|47.17\|55.87\|46.60\|47065;2026-10-29\|51.56\|-7.71\|56.00\|56.00\|51.00\|57742;2026-10-30\|61.87\|20.00\|56.35\|61.87\|56.35\|49792;2026-11-02\|59.98\|-3.05\|60.76\|61.93\|54.24\|100383;2026-11-03\|53.10\|-11.47\|59.31\|59.31\|52.71\|70083;2026-11-04\|60.35\|13.65\|54.00\|61.20\|52.39\|8228589;2026-11-05\|59.64\|-1.18\|57.01\|62.21\|56.75\|4873708
134332	隔夜美股芯片股走高		公司8英寸碳化硅衬底产品正进入加快发展的关键阶段	2026-06-25\|172.28\|-1.94\|176.00\|188.88\|167.69\|284259;2026-06-26\|168.63\|-2.12\|171.02\|180.50\|164.57\|226277;2026-06-29\|175.28\|3.94\|169.30\|175.30\|157.50\|228701;2026-06-30\|173.51\|-1.01\|171.78\|175.99\|163.00\|210443;2026-07-01\|162.20\|-6.52\|176.00\|179.91\|161.15\|197786;2026-07-02\|152.88\|-5.75\|152.00\|162.53\|149.03\|151788;2026-07-03\|145.60\|-4.76\|152.00\|154.60\|145.00\|150897;2026-07-06\|141.41\|-2.88\|148.88\|149.65\|137.39\|126078;2026-07-07\|146.00\|3.25\|140.51\|148.40\|138.11\|121933;2026-07-08\|145.45\|-0.38\|144.90\|152.00\|140.72\|126227;2026-07-09\|156.67\|7.71\|150.90\|156.78\|146.77\|148369;2026-07-10\|141.78\|-9.50\|157.00\|161.61\|141.43\|162387;2026-07-13\|138.59\|-2.25\|138.38\|144.88\|137.66\|104714;2026-07-14\|134.02\|-3.30\|138.63\|141.98\|125.00\|160021;2026-07-15\|129.83\|-3.13\|136.00\|137.80\|126.96\|107722;2026-07-16\|120.24\|-7.39\|127.26\|130.78\|119.30\|108495;2026-07-17\|104.50\|-13.09\|120.20\|120.24\|103.33\|149599;2026-07-20\|93.00\|-11.00\|108.00\|108.55\|90.00\|182472;2026-07-21\|101.12\|8.73\|94.81\|101.98\|84.01\|194592;2026-07-22\|99.47\|-1.63\|99.00\|104.57\|98.00\|136449;2026-07-23\|97.32\|-2.16\|101.45\|102.00\|96.09\|91054;2026-07-24\|95.81\|-1.55\|95.18\|99.40\|94.12\|85061;2026-07-27\|100.00\|4.37\|95.08\|100.10\|92.81\|131705;2026-07-28\|91.52\|-8.48\|98.47\|99.50\|90.60\|107373;2026-07-29\|90.39\|-1.23\|91.34\|93.90\|86.21\|125799;2026-07-30\|81.35\|-10.00\|89.60\|90.38\|81.21\|163521;2026-07-31\|86.65\|6.52\|90.00\|92.48\|86.35\|131214;2026-08-03\|81.39\|-6.07\|85.00\|87.35\|81.30\|123368;2026-08-04\|86.45\|6.22\|82.83\|88.00\|81.60\|108143;2026-08-05\|93.52\|8.18\|86.20\|94.49\|86.20\|142104;2026-08-06\|95.60\|2.22\|91.98\|98.08\|91.33\|130087;2026-08-07\|102.49\|7.21\|96.78\|102.68\|96.58\|144399;2026-08-10\|103.77\|1.25\|106.00\|109.37\|100.65\|136800;2026-08-11\|102.08\|-1.63\|102.00\|105.20\|100.59\|97997;2026-08-12\|110.36\|8.11\|102.68\|114.45\|102.10\|156814;2026-08-13\|112.03\|1.51\|111.60\|118.50\|109.50\|181224;2026-08-14\|111.15\|-0.79\|112.90\|114.00\|108.80\|104897;2026-08-17\|120.24\|8.18\|113.00\|120.86\|110.70\|149716;2026-08-18\|120.65\|0.34\|120.26\|124.00\|116.06\|136143;2026-08-19\|112.63\|-6.65\|115.00\|118.60\|111.12\|158316;2026-08-20\|108.20\|-3.93\|112.63\|113.98\|106.00\|143370;2026-08-21\|109.95\|1.62\|106.00\|113.53\|106.00\|116882;2026-08-24\|105.05\|-4.46\|107.81\|110.91\|102.35\|105505;2026-08-25\|106.41\|1.29\|102.68\|108.20\|101.68\|100982;2026-08-26\|104.83\|-1.48\|107.25\|108.20\|102.77\|78299;2026-08-27\|109.56\|4.51\|106.00\|111.00\|106.00\|79055;2026-08-28\|105.86\|-3.38\|109.00\|111.01\|105.50\|68344;2026-08-31\|107.41\|1.46\|102.10\|107.78\|102.10\|74468;2026-09-01\|104.46\|-2.75\|107.16\|108.48\|103.15\|71654;2026-09-02\|101.20\|-3.12\|102.78\|104.14\|100.11\|69197;2026-09-03\|100.66\|-0.53\|102.20\|103.57\|99.50\|71600;2026-09-04\|97.43\|-3.21\|101.47\|104.30\|96.44\|75475;2026-09-07\|100.01\|2.65\|99.10\|100.99\|97.51\|65189;2026-09-08\|97.80\|-2.21\|100.01\|102.43\|97.36\|65419;2026-09-09\|98.05\|0.26\|98.74\|101.80\|97.33\|56346;2026-09-10\|96.55\|-1.53\|97.83\|97.98\|95.92\|41741;2026-09-11\|94.90\|-1.71\|94.67\|95.80\|91.66\|61617;2026-09-14\|95.00\|0.11\|93.18\|95.93\|91.96\|48950;2026-09-15\|94.45\|-0.58\|94.47\|97.15\|93.80\|58767;2026-09-16\|105.10\|11.28\|94.66\|106.28\|94.42\|119187;2026-09-17\|104.39\|-0.68\|104.25\|108.00\|104.25\|96138;2026-09-18\|107.30\|2.79\|106.39\|108.61\|105.20\|83639;2026-09-21\|106.38\|-0.86\|108.65\|109.98\|105.38\|72163;2026-09-22\|109.40\|2.84\|109.05\|112.99\|108.02\|99092;2026-09-23\|114.07\|4.27\|109.41\|115.88\|109.41\|119973;2026-09-24\|110.35\|-3.26\|113.56\|114.14\|109.26\|88288;2026-09-28\|105.28\|-4.59\|109.29\|111.95\|104.01\|98335;2026-09-29\|109.00\|3.53\|104.80\|111.30\|103.99\|94724;2026-09-30\|104.39\|-4.23\|109.52\|109.79\|104.30\|69047;2026-10-08\|102.50\|-1.81\|110.00\|113.29\|101.88\|101332;2026-10-09\|97.54\|-4.84\|99.00\|100.99\|93.08\|106702;2026-10-12\|93.57\|-4.07\|96.90\|96.90\|91.72\|77870;2026-10-13\|93.85\|0.30\|91.70\|95.28\|86.60\|86382;2026-10-14\|91.09\|-2.94\|93.31\|94.74\|90.96\|53640;2026-10-15\|86.73\|-4.79\|87.33\|88.51\|85.00\|84650;2026-10-16\|86.13\|-0.69\|88.46\|89.86\|85.00\|58534;2026-10-19\|88.47\|2.72\|84.01\|90.30\|80.96\|105557;2026-10-20\|98.12\|10.91\|88.08\|98.15\|87.25\|149499;2026-10-21\|88.52\|-9.78\|97.01\|97.40\|87.00\|191030;2026-10-22\|84.50\|-4.54\|87.10\|90.26\|84.50\|118060;2026-10-23\|85.88\|1.63\|82.40\|86.69\|76.80\|159505;2026-10-26\|83.41\|-2.88\|85.00\|86.88\|83.00\|93929;2026-10-27\|77.48\|-7.11\|84.60\|85.99\|77.00\|82885;2026-10-28\|81.00\|4.54\|79.00\|82.58\|77.88\|91993;2026-10-29\|75.68\|-6.57\|80.21\|80.41\|75.40\|85518;2026-10-30\|70.42\|-6.95\|73.10\|75.78\|70.42\|100324;2026-11-02\|71.41\|1.41\|71.75\|72.66\|69.18\|103816;2026-11-03\|66.52\|-6.85\|70.00\|70.37\|66.11\|87620;2026-11-04\|75.62\|13.68\|67.50\|76.50\|66.22\|14952961;2026-11-05\|78.82\|4.23\|73.50\|81.20\|73.28\|11424942

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