摩根士丹利研究报告指，今年首三季，可编程化芯片(FPGA)企业表现稳固，其中上海复旦(01385.HK) 及紫光国微(002049.SZ) 收入分别按年升13%及15%。随着“十五五”规划于明年展开，政策强调专用设备智能化，该行预期专用FPGA领域的增长势头将持续，订单能见度有望于明年第一季改善。短期而言，今年第三季订单按季下跌，当中合约负债金额按季减少8%。该行预期两间公司第四季收入将轻微按季...
Source Link摩根士丹利研究报告指，今年首三季，可编程化芯片(FPGA)企业表现稳固，其中上海复旦(01385.HK) 及紫光国微(002049.SZ) 收入分别按年升13%及15%。随着“十五五”规划于明年展开，政策强调专用设备智能化，该行预期专用FPGA领域的增长势头将持续，订单能见度有望于明年第一季改善。短期而言，今年第三季订单按季下跌，当中合约负债金额按季减少8%。该行预期两间公司第四季收入将轻微按季...
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