新易盛半年淨利暴增355%，主要靠哪些客戶？

易簡財經

2025/09/03

來源| 雪球思考新易盛半年淨利大超預期，暴增355%，下面我們來解讀主要靠哪些客戶。一、核心客戶羣體：深度綁定全球科技巨頭2025年上半年，新易盛淨利潤按年增長355.68%至39.42億元。其爆發式增長主要依賴以下兩類客戶：1.北美頭部科技企業英偉達：公司800G光模塊通過其驗證並應用於GB200服務器，拿下20%的800G多模訂單；雲計算三巨頭：亞馬遜AWS、微軟、Meta（原Facebook...

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