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长鑫科技上市后一周股价涨超 5 倍,分析师对其未来估值分歧达万亿美元级别

2026-08-03 08:23:51

ChainCatcher 消息,长鑫科技上市后引发市场高度关注,分析师对其未来价值判断出现巨大分歧。数据显示,最乐观分析师认为长鑫科技未来 12 个月市值可能达到 1.1 万亿美元,而最悲观预测仅约 1600 亿美元。分歧主要围绕长鑫科技是否能够在 DRAM 市场抢占份额,以及未来能否突破 HBM 技术展开。

看多人士认为,中国对半导体自主化的推动以及国内 DRAM 供需缺口,将帮助长鑫科技快速扩张;看空人士则担忧行业新增产能可能导致 2027 年至 2028 年 DRAM 价格下滑,影响整个存储行业盈利。

长鑫科技上市首周股价上涨 523%。目前市场仍关注其 HBM 技术进展,以及中国国产 DUV 光刻技术是否能够帮助其缩小与三星、SK 海力士、美光之间的差距。

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