节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：10/10
随着科技赛道热度回升，今日港股半导体板块再度爆发行情。新上市的澜起科技(06809.HK)挂牌首日大涨超50%，兆易创新(03986.HK)涨幅逾11%，上海复旦(01385.HK)等多只个股跟涨幅度均超5%。短线维度，全球内存互连芯片龙头澜起科技的上市，开盘较发行价拉涨超50%，市值迅速突破2000亿港元，引发半导体板块情绪共振。
据信达证券研究指出，AI大模型训练与推理需求的快速增长，是此轮存储行业复苏的核心驱动力，高性能存储产品需求呈现爆发式增长；在供给端持续收缩趋势下，存储价格涨势有望延续。
半导体产业链迎来新一轮涨价潮，从存储、CPU到封测、设计等细分领域，多家企业于2026年以来发布涨价函，产业链各环节价格...
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