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国信证券4月23日发布研报称,给予澜起科技(688008.SH)买入评级。评级理由主要包括:1)内存模组由DDR4向DDR5迭代升级,公司DDR5内存接口芯片开启子代迭代;2)公司是DDR5内存模组配套芯片的主要供应商之一;3)推出多款高性能“运力”芯片以把握AI机遇。(每日经济新闻)

Guoxin Securities released a research report on April 23 stating that it gave Lanqi Technology (688008.SH) a purchase rating. The main reasons for the rating include: 1) the memory module was iteratively upgraded from DDR4 to DDR5, and the company's DDR5

Zhitong Finance ·  Apr 23 09:05
Guoxin Securities released a research report on April 23 stating that it gave Lanqi Technology (688008.SH) a purchase rating. The main reasons for the rating include: 1) the memory module was iteratively upgraded from DDR4 to DDR5, and the company's DDR5 memory interface chip started sub-iteration; 2) the company is one of the main suppliers of supporting chips for DDR5 memory modules; 3) launching a variety of high-performance “capacity” chips to seize AI opportunities. (Mainichi Keizai Shimbun)

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