观点半年报业绩预告期总结，重点关注各行业绩优标的： 设计端业绩全面增长，AIoT、工业控制及汽车电子三大领域驱动 SoC 厂商高速成长，其中瑞芯微（H1 营收 yoy+64%，归母净利 yoy+185%~195%）、乐鑫科技（归母净利 yoy+65%~78%）、泰凌微（归母净利 yoy+267%）、全志科技（归母净利 yoy+31.02%~43.62%）显著受益于 AI 端侧需求渗透与国产替代加速...
Source Link观点半年报业绩预告期总结，重点关注各行业绩优标的： 设计端业绩全面增长，AIoT、工业控制及汽车电子三大领域驱动 SoC 厂商高速成长，其中瑞芯微（H1 营收 yoy+64%，归母净利 yoy+185%~195%）、乐鑫科技（归母净利 yoy+65%~78%）、泰凌微（归母净利 yoy+267%）、全志科技（归母净利 yoy+31.02%~43.62%）显著受益于 AI 端侧需求渗透与国产替代加速...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.