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半导体与AI算力成焦点！上周近200股迎机构调研 3股受追捧_我的网站

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A | 　　上周（8月17日—21日）2026年半年报密集发布，A股共有194家上市公司接受机构投资者调研。 To celebrate AR Rahman's 58th birthday, let's listen in to some of his timeless tunes that continue to influence people today. Because of his unique blending of contemporary sounds and Indian classical music, Rahman has left a lasting musical memory. His unparalleled talent is showcased in these 10 classic songs. In This Article 1 - Radha Kaise Na Jale 2 - Jai Ho3 - Agar Tum Saath Ho 4 - Barso Re5 - Jashn-E-Bahaaraa6 - Kun Faya Kun 7- Kabhi Kabhi Aditi Zindagi8 - Masakali 9 - Raanjhanaa10 - Param Sundari1 - Radha Kaise Na Jale A playful and melodious duet, Radha Kaise Na Jale from Lagaan captures the charming banter between Krishna (Aamir Khan) and Radha (Gracy Singh), beautifully sung by Asha Bhosle and Udit Narayan. Composed by A.R. Rahman with lyrics by Javed Akhtar, this iconic song celebrates love and mischief in a traditional setting. 2 - Jai Ho The electrifying anthem Jai Ho from Slumdog Millionaire, composed by A.R. Rahman, is a celebration of triumph and resilience, featuring powerful vocals by Rahman, Sukhwinder Singh, and others. With lyrics by Gulzar, this Oscar-winning track for Best Original Score and Song remains a global symbol of hope and unity. 3 - Agar Tum Saath Ho The soulful ballad Agar Tum Saath Ho from Tamasha beautifully captures the pain and longing of unfulfilled love, brought to life by the heartfelt voices of Alka Yagnik and Arijit Singh. Composed by A.R. Rahman with lyrics by Irshad Kamil, the song is an emotional masterpiece that resonates deeply with listeners. 4 - Barso Re The vibrant song Barso Re from Guru celebrates the joy of monsoons with Shreya Ghoshal's enchanting vocals. Composed by A.R. Rahman and penned by Gulzar, this melody captures the spirit of rain-soaked festivities with its lively rhythm and poetic lyrics. 5 - Jashn-E-Bahaaraa The enchanting Jashn-E-Bahaaraa from Jodhaa Akbar beautifully captures the delicate interplay of love and longing, enhanced by Javed Ali's soulful rendition. Composed by A.R. Rahman with lyrics by Javed Akhtar, the song brings to life the tender romance between Akbar (Hrithik Roshan) and Jodha (Aishwarya Rai), marked by stolen glances and graceful emotions.See Also: Filmfare Recommends: Hrithik Roshan Movies 6 - Kun Faya Kun The divine Kun Faya Kun from Rockstar is a soul-stirring qawwali that celebrates spirituality and surrender, beautifully sung by A.R. Rahman, Javed Ali, and Mohit Chauhan. With Irshaad Kamil's heartfelt lyrics and Rahman's sublime composition, this masterpiece encapsulates solace and a deep connection to the divine. See Also: Ranbir Kapoor's Best Bollywood Movies 7- Kabhi Kabhi Aditi Zindagi The cheerful Kabhi Kabhi Aditi Zindagi from Jaane Tu... Ya Jaane Na is a heartwarming ode to life's ups and downs, brought to life by Rashid Ali's soothing vocals. Composed by A.R. Rahman with lyrics by Abbas Tyrewala, the song radiates positivity and captures the essence of youthful optimism. 8 - Masakali The playful and peppy Masakali from Delhi-6 is a delightful celebration of freedom and mischief, delivered with charm by Mohit Chauhan's vibrant voice. Composed by A.R. Rahman and penned by Prasoon Joshi, the song perfectly complements the whimsical antics of Sonam Kapoor's character in the film. 9 - Raanjhanaa The title track Raanjhanaa is a soulful celebration of unrequited love, beautifully sung by Jaswinder Singh and Shiraz Uppal. Composed by A.R. Rahman, the song captures the heartfelt emotions of Dhanush's character, bringing depth to this romantic masterpiece. 10 - Param Sundari Param Sundari from Mimi is an electrifying dance anthem, with Kriti Sanon's mesmerizing performance and Shreya Ghoshal's energetic vocals. Composed by the legendary A.R. Rahman and featuring lyrics by Amitabh Bhattacharya, this song promises to stay with you long after the beat fades away.。

B | 　　从赚钱效应来看，约三成被调研公司股价上涨，其中鼎阳科技涨超35.4%，恒逸石化涨近24%，金禄电子涨超22%，尚太科技、瑞纳智能、华之杰、海油工程等8家公司涨超10%。 K图 688627_0 　　精智达：半导体测试设备业务收入增长147.05%
　　精智达（688627）上周接受197家机构投资者调研，机构重点关注该公司2026年上半年经营情况、产品业务最新进展、未来战略规划等方面。据精智达披露，报告期内，该公司半导体测试设备业务延续高速增长态势，营收同比增长147.05%。

C | 2026年1月，该公司披露签订金额为13.11亿元（含税）的重大销售合同。　　在产品业务最新进展方面，精智达表示，公司围绕“存力、算力、运力、感知”四大核心赛道持续推动技术升级与产品迭代。

D | 在存储测试设备领域，公司取得18Gbps（比特率）超高速FT测试设备关键技术突破；在高端算力芯片测试设备领域，项目目标可实现最大6912路数字通道，通道带宽可达1.6Gbps；XR检测设备领域海外收入首次实现大幅增长，持续向海内外客户批量交付，同时获得国内头部ODM（原始设计制造商）厂商订单等。

E | 　　精智达在调研中表示，公司确立了存力、算力、运力、感知四大核心发展主线，以测试检测技术为核心，致力于打造半导体测试检测平台型企业。

F | 未来在存力领域，将依托半导体存储器测试设备及配套治具的完整产品线，为AI（人工智能）基础设施提供存储测试支撑；在算力领域，将持续推进高端算力芯片测试设备研发，打造专业化测试解决方案，助力AI算力核心环节的产业化验证。

G | K图 300012_0 　　华测检测：海外业务营收占比提升至10%以上
　　华测检测上周接待167家机构线上调研，其工业测试业务上半年实现营收7.15亿元，同比增长18.95%，增速较快。对此，华测检测介绍原因称，增长动力包含外延并购与内生业务提升两部分，其中南非SafetySA与希腊Emicert并购项目为板块增长提供了重要助力。

H | 　　在调研中，华测检测进一步透露，公司去年完成三家重点海外企业并购，各标的整合有序推进，业务协同不断落地，海外业务增长较快，今年上半年海外业务营收占比提升至10%以上。　　上半年，华测检测消费品检测板块营收、毛利率同步提升。华测检测高管表示，消费品检测板块增长主要受益于出口市场回暖，轻工、玩具、纺织、电子科技等细分业务表现突出；同时抓住汽车电动化、自动驾驶机遇，汽车相关检测业务持续放量，进一步拉动营收及毛利改善。 K图 301526_0 　　国际复材：特种电子布在收入中已有贡献
　　国际复材上周接受142家机构调研，2026年上半年公司业绩大幅增长，对此，国际复材表示，业绩增长主要受益AI算力、高速通信、车载PCB（进程控制块）拉动高端电子布需求爆发，电子细纱及其制品量价齐升，同时公司主动优化产品结构，资源向高附加值产品倾斜，内部降本增效持续落地，降费控本工作显现成效。　　据国际复材披露，2026年上半年，公司热固产品完成销售30.66万吨，热塑产品销售19.78万吨，风电产品（纱、布）销售12.8万吨，电子细纱销售4.19万吨，电子细纱布销售1.13亿米。　　在机构投资者看来，AI服务器、车载PCB、高速通信是当前高端电子布三大增量赛道，机构重点关注国际复材在这些领域的布局及进展。国际复材表示，目前低介电LDK二代产品已经进入国内外多家头部覆铜板厂商供应链，实现稳定批量供货；低膨胀LCTE产品已形成小批量供给，正在有序推进产能提升等相关工作；Q布产品仍处于研发阶段，力争2026年内完成中试项目建设投用。