EPISODE · Jul 27, 2026 · 11 MIN
长鑫科技上市：3-8万亿估值豪赌解析
from 深度
长鑫科技科创板上市，发行价8.66元市值5792亿成最大IPO。东北证券估值3.2-5.7万亿，野村看至7.76万亿。业绩Q1营收增719%，受DRAM涨价、国产替代及AI需求驱动，但需警惕周期见顶、流通盘小等风险。
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长鑫科技上市：3-8万亿估值豪赌解析
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