国产AI芯片业绩稳增,赛道含金量继续提升

证券市场周刊市...
Feb 27

文丨李壮编辑丨承承随着业绩快报的陆续披露,申万数字芯片设计公司最新经营情况逐渐浮出水面,部分公司业绩实现了翻倍增长。据Wind统计,截至2月25日,申万数字芯片设计行业共有5家公司发布2025年业绩快报,其中中微半导的业绩实现同比翻倍增长。另外,聚辰股份、联芸科技业绩也实现双位数增长。银叶投资向本刊表示,综合行业增长速度、赛道景气弹性与上市公司市值结构,其优先关注AI芯片赛道。中微半导业绩翻倍...

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