--- title: "随着 AI 基础设施建设的持续推进，芯片制造商澜起科技的股价飙升" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/285894703.md" description: "蒙太奇科技（Montage Technology），一家中国的人工智能芯片制造商，其股票在上海和香港大幅上涨，全球人工智能基础设施正在蓬勃发展。自首次公开募股以来，该股已上涨四倍，最近上涨了 17%，达到 440 港元。蒙太奇专注于对人工智能计算至关重要的内存接口芯片，受益于日益增长的需求。花旗分析师指出，蒙太奇是一个强劲的人工智能投资，第一季度由于 DDR5 RCD 芯片的出货量增加，利润增长了 61%。整体半导体市场受到美国芯片制造商强劲盈利的提振，推动全球股票上涨" datetime: "2026-05-11T07:00:27.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285894703.md) - [en](https://longbridge.com/en/news/285894703.md) - [zh-HK](https://longbridge.com/zh-HK/news/285894703.md) --- # 随着 AI 基础设施建设的持续推进，芯片制造商澜起科技的股价飙升 By Sherry Qin Shares of Chinese AI chip maker Montage Technology soared in Shanghai and Hong Kong amid buoyant sentiment as the global AI infrastructure buildout gathers pace. The advances have come as robust earnings and guidance from U.S. chip makers have sent global semiconductor stocks on a sharply upward trajectory in recent weeks. The latest blistering rally in chip stocks lifted U.S. shares to new highs on Friday, with the tech-heavy Nasdaq Composite rising 1.7% for its 11th record close of 2026. Memory chip makers have been the top beneficiaries amid the continuing supply crunch. The company's Hong Kong-listed stock has now more than quadrupled from its IPO price in three months. Shares were recently 17% higher at 440 Hong Kong dollars, equivalent to US$56.20, after rising as much as 24% earlier. In Shanghai, its shares surged by the 20% daily limit to 252.32 yuan, or US$37.10, before also paring gains to about 17%. Shanghai-based Montage, founded in 2004, specializes in memory interface chips that help AI computer works move data faster between processors and memory. That means its growth outlook is closely tied to AI-fueled computing demand. Elsewhere in Asia on Monday, shares of South Korea's SK Hynix, a key memory supplier to Nvidia, rallied more than 15% to a new intraday record. Citi views Montage as "a rare quality AI play" among Chinese semiconductor names, as it is a direct beneficiary of global AI capital spending with a global customer base. With AI agent and inference workloads now demanding more central processing units in addition to graphics processing units, more high-speed, high-density memory interconnect technologies from Montage will be needed, according to Citi analysts in a recent note. Montage's net profit jumped 61% in the first quarter as shipments of its flagship DDR5 RCD chips--which act as a signal traffic controller for server memory--rose sharply. Write to Sherry Qin at sherry.qin@wsj.com (END) Dow Jones Newswires May 11, 2026 02:48 ET (06:48 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. ### 相关股票 - [06809.HK](https://longbridge.com/zh-CN/quote/06809.HK.md) - [688008.CN](https://longbridge.com/zh-CN/quote/688008.CN.md) - [.IXIC.US](https://longbridge.com/zh-CN/quote/.IXIC.US.md) - [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md) - [C.US](https://longbridge.com/zh-CN/quote/C.US.md) - [NVD.DE](https://longbridge.com/zh-CN/quote/NVD.DE.md) - [C-R.US](https://longbridge.com/zh-CN/quote/C-R.US.md) ## 相关资讯与研究 - [澜起科技，“卡脖” 专家](https://longbridge.com/zh-CN/news/286666897.md) - [摩根大通增持澜起科技 2.42 万股 每股作价约 496.74 港元](https://longbridge.com/zh-CN/news/286909822.md) - [直击澜起科技业绩会：多款新品将进入规模商用 AI 推理带动互连芯片市场扩容](https://longbridge.com/zh-CN/news/286424343.md) - [存储芯片龙头，资金爆买，已连续 5 周获加仓](https://longbridge.com/zh-CN/news/286661851.md) - [大摩减持澜起科技 24.8684 万股 每股作价 320.3252 港元](https://longbridge.com/zh-CN/news/286253855.md)