图文 | 躺姐最近中芯国际的股价波动比较大,很多人都有疑虑,正好聊聊他们的二季报。先说明一点,在宏大叙事之外,有些基础认识是需要建立的。首先,中国是全球最大的消费电子产品生产国和消费国,2024年全球手机出货厂家前十中八名都是中国厂商,还有电脑、新能源汽车这些,中国都是全球绝对第一;但是,作为这些消费电子产品的核心部件——芯片,长期严重依赖进口。这是客观上的严重失衡,更不用说自从ChatGPT引爆...
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