--- title: "隨着 AI 基礎設施建設的持續推進，芯片製造商瀾起科技的股價飆升" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/285894703.md" description: "蒙太奇科技（Montage Technology），一家中國的人工智能芯片製造商，其股票在上海和香港大幅上漲，全球人工智能基礎設施正在蓬勃發展。自首次公開募股以來，該股已上漲四倍，最近上漲了 17%，達到 440 港元。蒙太奇專注於對人工智能計算至關重要的內存接口芯片，受益於日益增長的需求。花旗分析師指出，蒙太奇是一個強勁的人工智能投資，第一季度由於 DDR5 RCD 芯片的出貨量增加，利潤增長了 61%。整體半導體市場受到美國芯片製造商強勁盈利的提振，推動全球股票上漲" 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) --- # 隨着 AI 基礎設施建設的持續推進，芯片製造商瀾起科技的股價飆升 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. ### 相關股票 - [06809.HK](https://longbridge.com/zh-HK/quote/06809.HK.md) - [688008.CN](https://longbridge.com/zh-HK/quote/688008.CN.md) - [.IXIC.US](https://longbridge.com/zh-HK/quote/.IXIC.US.md) - [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md) - [C.US](https://longbridge.com/zh-HK/quote/C.US.md) - [NVD.DE](https://longbridge.com/zh-HK/quote/NVD.DE.md) - [C-R.US](https://longbridge.com/zh-HK/quote/C-R.US.md) ## 相關資訊與研究 - [瀾起科技，“卡脖” 專家](https://longbridge.com/zh-HK/news/286666897.md) - [《外資精點》花旗：美國批准 H200 晶片對華銷售，瀾起科技受惠 AI 伺服器需求](https://longbridge.com/zh-HK/news/286522927.md) - [摩根大通增持瀾起科技 2.42 萬股 每股作價約 496.74 港元](https://longbridge.com/zh-HK/news/286909822.md) - [《異動股》瀾起科技大漲一成二，瑞銀恢復追蹤並上調營收預測](https://longbridge.com/zh-HK/news/285505253.md) - [【北水炒 D 乜】淨流入 7.9 億元，買瀾起科技沽華虹](https://longbridge.com/zh-HK/news/286072382.md)