Group 1 - The Hong Kong stock market closed with the Hang Seng Index rising by 1.76% and the Hang Seng Tech Index increasing by 1.34% [1] - The optical communication sector led the gains, with 澜起科技 (Lanke Technology) surging by 63%, 长飞光纤光缆 (Changfei Optical Fiber) up by 15.3%, 东方电气 (Dongfang Electric) rising by 14.3%, and 兆易创新 (GigaDevice) increasing by over 11% [1] - Consumer stocks showed continued recovery, with 中国中免 (China Duty Free) rising by 8.3% and 泡泡玛特 (Pop Mart) increasing by 5.7% [1] Group 2 - Major tech companies also saw gains, with 阿里巴巴 (Alibaba) up by 1.87%, 腾讯 (Tencent) rising by over 2%, and 中芯国际 (SMIC) increasing by over 4% [1]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The CXL protocol ecosystem is continuously improving, with major CPU manufacturers like Intel and AMD releasing CPUs that support CXL 2.0, enhancing compatibility and performance [5][11] - The demand for memory bandwidth and capacity is increasing in the AI era, leading to a need for solutions that address the "compute-storage imbalance" [12][13] - CXL technology allows for the construction of memory pools, enabling the decoupling of storage and compute resources, which is essential for optimizing resource utilization across devices [14][15] Summary by Sections CXL Protocol Ecosystem - The CXL protocol is being adopted by leading CPU manufacturers, with Intel and AMD launching compatible CPUs, and companies like SK Hynix and Samsung developing CXL-compatible memory modules [11][8] - The introduction of CXL Switch technology by Alibaba Cloud marks a significant advancement in server architecture, allowing for efficient memory resource sharing [20][10] Memory Pool Construction - CXL can create memory pools that address the challenges of memory islands and data overflow in data centers, enhancing memory utilization and performance [14][12] - The CXL protocol includes three core sub-protocols that facilitate memory pooling and management, allowing for dynamic memory allocation across multiple servers [15][16] Future Demand Projections - By 2030, the demand for CXL Switch and CXL MXC chips is projected to reach 7.06 million and 64.52 million units, respectively, under optimistic scenarios [27][28] - The report suggests that as the CXL ecosystem matures, the shipment volumes of CPUs and servers compatible with CXL protocols will gradually increase [29] Investment Recommendations - The report recommends focusing on companies such as 澜起科技 (CXL MXC chip supplier), 江波龙 (CXL AIC expansion card supplier), 佰维存储 (CXL 2.0 DRAM memory expansion module supplier), and 聚辰股份 (VPD chip supplier for CXL modules) as potential investment opportunities [29][5]

澜起科技今日（2月9日）正式登陆港交所，股价开盘涨幅一度接近60%。此次H股发行价较其A股出现 近40%的折让，带动公开发售获得近700倍超额认购。瑞银全球投资银行部亚洲区副主席朱正芹表示， 近期大量海外资金回流香港市场，积极参与港股IPO。 香港股票分析师协会会员郭家耀分析，澜起科技 专注于高性能、低功耗解决方案，受益于全球数据中心与AI基建需求爆发，近年营收稳步成长。点击 视频，一探究竟！ ...

Group 1 - The core viewpoint of the article highlights the performance of the Chip ETF Huatai Fu (516920), which opened with a 2.00% increase, reaching 1.124 yuan [1] - The major holdings of the Chip ETF include companies such as Cambricon, which rose by 2.22%, SMIC by 1.86%, and Haiguang Information by 3.43% [1] - The ETF's performance benchmark is the CSI Chip Industry Index return, managed by Huatai Fu Fund Management Co., Ltd., with a return of 10.18% since its establishment on July 27, 2021, and a recent one-month return of -0.42% [1]

Group 1 - The core viewpoint of the article highlights the performance of the semiconductor leader ETF, 工银 (159665), which opened with a gain of 1.82% at 1.954 yuan [1] - The top holdings of the ETF include companies such as 中芯国际, 海光信息, and 澜起科技, with respective opening gains of 1.86%, 3.43%, and 4.49% [1] - The ETF's performance benchmark is the 国证半导体芯片指数, managed by 工银瑞信基金管理有限公司, with a return of 91.91% since its inception on December 22, 2022, and a 0.17% return over the past month [1]

A股澜起科技为科创50ETF第三大重仓股，截止发稿上涨5.07%，带动科创50ETF（588000）上涨2.2%。 从资金面来看，近5日市场连续调整下，资金流入科创50ETF30.3亿元，逢低布局较为明显。均线位置 来看，科创50ETF触碰45日均线后企稳反弹，建议逢低关注。 2月9日，澜起科技在港交所挂牌上市，开盘价168港元，较发行价上涨57.1%，市值超1900亿港元。作 为全球最大内存互连芯片供应商，澜起科技预计2025年净利润增长52%-66%，扣非净利润增幅最高近 70%，主要受益于AI产业需求旺盛推动芯片出货量增加。 ...

每经AI快讯，港股芯片股今日回暖。截至发稿，澜起科技(06809.HK)涨52.31%，报162.8港元；兆易创 新(03986.HK)涨10.5%，报311.4港元；华虹半导体(01347.HK)涨5.89%，报105.1港元；中芯国际 (00981.HK)涨4.29%，报70.5港元。 ...

国盛证券表示，2026年全球半导体设备销售额有望达1450亿美元，国内晶圆厂扩产意向明确，在区域政治影响下，本土设备厂商将显著受益于"更强国产化 趋势+加大扩产"双重催化，2026年国产半导体设备公司有望迎来价值重估。 布局芯片产业"超级周期"，优选20CM高弹品种！公开资料显示，科创芯片ETF华宝（589190）被动跟踪上证科创板芯片指数，囊括50只涉及半导体材料和 设备、芯片设计、芯片制造、芯片封装和测试的硬科技标的，在全链布局芯片产业的同时，在集成电路、半导体设备等核心领域权重占比超90%，硬科技含 量高、技术壁垒强。 数据显示，截至2025年末，上证科创板芯片指数基日以来年化收益率达17.93%，显著优于科创创业半导体、国证芯片、中证全指半导体等同类指数表现， 同时最大回撤更小，风险收益比更好。 2月9日，半导体芯片爆发，全"芯"科创芯片ETF华宝（589190）高开高走，场内价格现涨超3%。上证科创板芯片指数囊括的50只成份股多数上行，权重股 方面，芯原股份涨超16%，寒武纪-U涨超5%，海光信息、澜起科技、华虹公司涨超3%。 消息面上，谷歌预计2026年CAPEX达1750-1850亿美元，接近2 ...

2月9日，芯片龙头ETF（516640）开盘涨2.21%，报1.155元。芯片龙头ETF（516640）重仓股方面，寒 武纪开盘涨2.22%，中芯国际涨1.86%，海光信息涨3.43%，北方华创涨1.45%，兆易创新涨2.82%，澜起 科技涨4.49%，中微公司涨1.62%，豪威集团涨1.20%，紫光国微涨1.49%，拓荆科技涨1.72%。 芯片龙头ETF（516640）业绩比较基准为中证芯片产业指数收益率，管理人为富国基金管理有限公司， 基金经理为张圣贤，成立（2021-08-19）以来回报为13.21%，近一个月回报为-0.47%。 来源：新浪基金∞工作室 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 ...

消息面上，澜起科技H股今日在港交所正式挂牌，据中国基金报报道，其暗盘交易阶段已大涨超39%， 上市表现强劲，带动板块关注度提升。同时，据南方财经网消息，英飞凌日前宣布自4月1日起上调部分 功率芯片价格，继德州仪器、ADI后又一家国际大厂提价，行业价格调整信号进一步明确。此外，在AI 算力需求推动下，存储芯片价格持续上行，相关芯片设计环节也受到传导影响。政策方面，国家在"十 五五"规划中继续将高端芯片设计列为关键技术攻关方向，为产业提供持续支持。 国信证券认为，芯片设计是巩固技术和成本护城河的关键环节。通过向上游布局芯片设计能力，企业可 将系统开发从"部件级集成"升级为"芯片级协同"，在实现小型化、低成本量产的同时提升产品竞争力， 尤其在民用市场具备更高性价比优势。 盘面上，两市高开高走，芯片设计概念上涨。相关ETF方面，科创芯片设计ETF天弘（589070）标的指 数盘中涨2.88%，产品成交额达7667.79万元。成分股中，国芯科技、芯原股份、帝奥微、灿芯股份、峰 岹科技涨超5%，南芯科技、芯海科技、新相微等多股跟涨。 值得关注的是，Wind显示，科创芯片设计ETF天弘（589070）近5个交易日（2026 ...