GPU公司陆续上市,上游国产化进程加速

中国银河
Dec 23

(以下内容从中国银河《GPU公司陆续上市,上游国产化进程加速》研报附件原文摘录)核心观点行情回顾:本周,沪深300涨跌幅为-0.28。电子板块涨跌幅为-3.28%,其中,半导体行业涨跌幅为-3.49%。数字芯片设计:本周,沐曦股份于科创板挂牌上市;天数智芯通过港交所聆讯。存储芯片领域,美光2026财年第一季度营收和毛利率超出市场预期,并将2026财年资本支出从180亿美元上调至200亿美元。模拟...

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