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这条芯片赛道，彻底火了 暴涨超225%！5000亿存储超级“黑马”大爆发 长鑫科技：一季度营收同比增 719.13%，净利润 330 亿元
Rapid revenue and profit growth at a major memory chipmaker signals strong market demand and investor interest, affecting supply chains and funding for semiconductor projects. Tech professionals should watch implications for memory pricing, supplier selection, and competitive dynamics in hardware design.
Dossier last updated: 2026-05-20 07:56:59
Most newsworthy: Guoyuan Securities disclosed it indirectly invested in semiconductor maker CXMT (Changxin Memory Technologies) through affiliate vehicles, but said its stake is small. The company clarified on an investor-interaction platform that the investment was made via Guoyuan Equity and Guoyuan Innovation, emphasizing the indirect nature and limited proportion of the exposure. Why it matters: CXMT is a notable DRAM wafer/assembly player in China’s domestic memory supply chain, and disclosures about holdings by securities firms attract market and regulatory attention amid strategic tech and chip industry scrutiny. Key players: Guoyuan Securities, its affiliates, and Changxin Technology.
这条芯片赛道，彻底火了
暴涨超225%！5000亿存储超级“黑马”大爆发
长鑫科技：一季度营收同比增 719.13%，净利润 330 亿元