Capital Clean Energy Carriers press release ( CCEC ): Q1 Non-GAAP EPS of $0.37 misses by $0.04 . Revenue of $98M (-3.9% Y/Y) misses by $5.12M . More on Capital Clean Energy Carriers Capital Clean Energy Carriers: Stable LNG Cash Flows With A Rerating Catalyst Capital Clean Energy Carriers Corp. (CCEC) Q4 2025 Earnings Call Transcript Capital Clean Energy Carriers Corp. 2025 Q4 - Results - Earnings Call Presentation Capital Clean Energy Carriers declares $0.15 dividend Capital Clean Energy Carriers to sell LNG carrier into JV with long-term charter deal

格隆汇5月7日｜深南电路(002916.SZ)发布投资者关系活动记录表公告，公司近期综合产能利用率处于高位。PCB业务受益于AI算力基础设施硬件相关产品需求增长，工厂产能利用率维持高位；封装基板业务因存储类、处理器芯片类基板需求拉动，产能利用率延续2025年四季度以来的较高水平。广州封装基板项目中，BT类封装基板产能爬坡稳步推进，FC-BGA类封装基板已实现22层及以下产品量产，24层及以上产品技术研发及打样工作按期推进。南通四期与泰国工厂项目于2025年下半年顺利连线投产，目前产能正稳步爬坡。2026年资本开支主要聚焦PCB与封装基板业务，重点投向无锡高速高密、高多层电子电路产品项目、广州封装基板工厂建设，以及南通四期、泰国工厂项目后续款项支付。

MongoDB美股盘前涨超10%，现报291.82美元。

Iran war is driving up prices for fuel and raw materials, says survey Business live – latest updates Construction companies in the UK are experiencing some of the sharpest cost rises in nearly 30 years as the war in Iran drives up prices for fuel and raw materials, according to a closely watched survey. The poll of UK construction companies found that input cost inflation – which accounts for expenses such as raw materials, energy and labour – rose last month to the highest level since June 2022 when there was a spike in commodity prices caused by Russia’s invasion of Ukraine. Continue reading...

(RTTNews) - While reporting financial results for the third quarter on Thursday, technology company ScanSource, Inc. (SCSC) maintains its net sales guidance for the full-year 2026 between approximately $3.0 billion and $3.1 billion.

四川省都江堰水利发展中心党委书记、主任朱泽华涉嫌严重违纪违法，目前正接受四川省纪委监委纪律审查和监察调查。（央视新闻）

Diesel supplies sink to about a 20-year low as prices jump to $5.67 a gallon nationally — and it isn’t yet peak summer travel

财联社5月7日讯（编辑 张良 实习生 谢艳如） 2026年4月末，债券发行人年报披露季落下帷幕，其中发债大户城投平台的财务状况引人关注。 财联社据企业预警通数据梳理注意到，已披露2025年报的城投平台有3039家，总资产规模近192万亿元。本文初略按照城投公司的资产规模分类，总资产小于200亿元为“小型”，200亿元至500亿元为“中型”，500亿元至1000亿元为“大型”，1000亿元及以上为“超大型”。统计结果呈橄榄型，如下图所示： 数据来源：企业预警通，财联社整理 结合平台层级来看资产规模，企业预警通数据显示，上述3039家平台中，区县级平台数量最为庞大，共计1768家，占总样本的58.2%；地市级平台紧随其后，有1140家；省级平台数量最少，为131家。在资产规模上，省级平台的平均总资产达2677.66亿元，远超地市级（724.46亿元）和区县级（428.97亿元）。 数据来源：企业预警通，财联社整理 根据财报数据，在盈利方面，城投行业总净利润3818.44亿元，89.08%的城投企业实现盈利，9.71%的企业亏损。在偿债能力方面，行业平均资产负债率维持在66.37%的常态水平，95.86%的城投企业EBITDA保障倍数大于1，但短期偿债压力不容忽视，超过三分之一的公司现金比率低于0.1，且有65.11%的公司现金到期债务比为正。 数据来源：企业预警通，财联社整理 中金公司相关研报指出，城投亏损的核心成因：一是城投自身主业“造血”能力不足，刚性费用持续发生而收入端疲软；二是受房地产市场波动及土地财政退潮影响，部分涉房业务及持有土地的资产价值缩水，导致存货跌价或资产减值准备大幅增加；三是随着财政纪律强化，部分区域政府对城投的补贴力度有所下降，进一步加剧了其账面亏损暴露。 截至5月6日，已披露2025年财报的盈利额与亏损额较大城投企业分别如下： 数据来源：公司年报，财联社整理 “335”指标达标率不足4成，城投转型进行时 业内周知，2023年出台的“335”指标（城建类资产≤30%、政府收入≤30%、财政补贴占净利≤50%）已成为监管判断城投平台是否具备产业属性及新增发债资格的核心红线。在当前城投债发行以“借新还旧”为主的背景下，许多平台距离达标仍有巨大差距。 中金公司固收团队相关研报对2025年3月至2026年3月末披露“335”指标的53家样本进行了统计，数...

Liz Ann Sonders, chief investment strategist at Charles Schwab, looks at the market takeaways from earnings and the performance of Mag Seven stocks this year and says the market “is fine” if interest rates stay where they are. (Source: Bloomberg)

今日聚焦 【12天10板金螳螂：目前仅承接少量商业航天发射场配套工程及数据中心施工项目】 金螳螂(002081)公告称，公司股票于4月30日、5月6日、5月7日连续三个交易日收盘价格涨幅偏离值累计超20%，属于异常波动。公司目前未从事商业航天核心产业（含火箭研制、卫星制造、发射服务等），亦未开展数据中心算力运营业务。公司仅以装饰及机电主业为上述领域提供基础设施配套服务，目前仅承接少量商业航天发射场配套工程及数据中心施工项目，施工范围含办公楼、餐厅、公寓楼、机电工程等，合计占营收比例不足1%，对业绩无重大影响。 【海川智能：实控人在未来12个月内没有将信越注入公司的计划 网传信越主营产品为磷化铟衬底系对其业务与产品不实解读】 海川智能(300720.SZ)发布澄清公告称，关注到媒体及东方财富股吧等网络平台关于苏州信越半导体有限公司（简称“信越”）、公司招聘半导体行业人员的相关言论，鉴于该等信息可能误导投资者，影响正常市场秩序，本着对广大投资者负责的态度，公司现对相关情况进行澄清说明。信越系公司实际控制人邓永议间接控制的企业。信越主营业务为MBE（分子束外延）材料的研发、生产与销售。MBE材料是在超高真空环境下，将半导体单质或化合物原料加热至特定温度，形成定向运动的“分子束/原子束”，精准沉积在衬底（如磷化铟）表面生长出外延层材料，是半导体衬底的延伸环节，可以提升磷化铟、砷化镓等衬底的应用价值。信越拥有自主知识产权的MBE设备与工艺，通过建设分子束外延（MBE）特色工艺线，生产基于磷化铟（InP）、砷化镓(GaAs)、锑化物衬底的高性能、高质量的半导体外延材料。网络传闻信越主营产品为磷化铟衬底，系对信越业务与产品的不实解读。信越的业务发展、经营管理正常有序。2025年信越处于亏损状态。公司实际控制人在未来12个月内没有将信越注入上市公司的计划。公司的主营业务为自动衡器的研发、生产和销售，产品主要包括微机组合秤、失重秤、选别秤、金属检测设备及其他配套设备等，用于食品、医药、化工、锂电池制造等行业的称重、连续配料等工序。公司业务拓展、人员招聘工作围绕上述主营业务开展，公司并未招聘半导体行业人员开展半导体业务。 【永杉锂业：正在筹划与四川南充经济开发区管理委员会签署《锂盐项目投资协议》】 永杉锂业(603399)公告称，公司股票于4月30日、5月6日、5月7日连续三个交易日收...

尽管燃油价格高企冲击航空业，亚洲航空联合创始人托尼·费尔南德斯仍计划推出新的航空公司，预计未来一两个月内公布详情。 费尔南德斯近日在蒙特利尔接受彭博社采访时表示，新公司将利用当前市场动荡中的机遇进行扩张，集团正为此调拨部分飞机。他直言：“为何浪费一场危机？危机中蕴藏着机遇。”他预计中东冲突不会持续两年，并拒绝为燃油成本进行对冲，认为油价终将回落。 与此同时，亚航正筹备发行最多6亿美元债券，并与马来西亚银行洽谈大规模再融资贷款以降低利息成本。费尔南德斯还计划与加拿大养老基金接洽以吸引投资。他坦言，短期内公司将面临阵痛，不太可能实现最初的利润目标，但全年收入预计与此前预测大致持平。 就在前一天，亚航与 空客 签订了150架A220飞机的确定订单及150架增购选项，加拿大总理称此为该国商用飞机史上最大单笔采购。费尔南德斯此前确认，该订单价值约190亿美元，若增购更大版本的A220-500，总金额可达380亿美元。 亚航近期因美以与伊朗冲突推高燃油价格而削减了部分航班，但费尔南德斯坚持认为需求依然强劲，公司将在危机过后更加强大。 责任编辑：张俊 SF065

Brembo press release ( BRBOF ): Q1 net profit of €56.9M (+11.2% Y/Y). Revenues at €937M (-2.1%; +1.9% at constant exchange rates). Brembo has revised its guidance for 2026, improving it compared to the previous indications released on 18 March: Revenues +3% on a like -for-like exchange rate basis (previous: in line with FY 2025) EBITDA margin at around 16.5%. Investments at about €350M. Net financial debt below €700M. More on Brembo Brembo N.V. 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Brembo Dividend scorecard for Brembo Financial information for Brembo

格隆汇5月7日｜据重庆日报，从重庆市经济信息委获悉，日前该委联合市公安局、市交委共同印发《重庆市智能网联汽车高速公路测试管理细则(试行)》，进一步补齐高阶自动驾驶高速场景测试制度短板，规范L3级及以上智能网联汽车高速道路测试全流程管理。 《细则》提出，测试主体需配套高速专属测试评价规程、完整风险预案与安全管理制度，方案经第三方评审合格后方可申报。测试车辆覆盖乘用、商用、专用作业车型，严格区分分级里程，要求L3车辆同批次累计安全里程不低于2000公里、单车不少于200公里；L4及以上单车累计安全里程需达10000公里，均须完成仿真模拟、封闭场地、城市道路前置测试并出具完整报告。 针对高阶自动驾驶风险防控，《细则》提出实行三阶段渐进式测试，从前后配备安全车、保留后方安全车，逐步过渡至无安全车独立测试，逐级验证车辆高速自动驾驶可靠性。同时要求测试驾驶人完成不少于20小时高速专项实操与紧急接管应急培训，全面提升突发状况处置能力，层层筑牢高速行车安全屏障。

Datadog美股盘前涨超30%，现报187.14美元。

当地时间7日下午，巴勒斯坦伊斯兰抵抗运动（哈马斯）发布声明表示，以色列针对加沙地带哈马斯领导人、谈判代表团团长哈利勒·哈亚之子阿扎姆·哈亚实施的“懦弱罪行”，反映出以方持续奉行针对平民及巴勒斯坦领导人家属的打击政策，并称这是以方企图通过恐怖手段、杀戮和心理施压，来动摇抵抗组织意志及其政治立场的一次失败尝试。（央视新闻）

Dragon Claws U.S. federal prosecutors charged 30 lawyers and financial professionals in a decade-long insider trading scheme that allegedly generated tens of millions of dollars in illegal profits, the Financial Times reported. Two indictments unsealed in Boston accused the group of using confidential information tied to nearly 30 corporate deals. While the filings did not name specific firms, the transactions cited pointed to involvement from top Wall Street legal advisers, including Latham & Watkins, Goodwin Procter, and Wachtell Lipton. Prosecutors alleged that Nicolo Nourafchan, a Yale Law School graduate who worked at several major firms, accessed sensitive deal information through internal systems and colleagues and passed it to a broader network. He also allegedly recruited his college associate Robert Yadgarov, who helped expand the circle of tipsters. The scheme spanned high-profile deals, including Cigna’s ( CI ) $54B acquisition of Express Scripts and Johnson & Johnson’s ( JNJ ) $30B purchase of Actelion. Other transactions cited included Occidental Petroleum’s ( OXY ) $55B takeover of Anadarko and the $11B Burger King-Tim Hortons merger. The case came as regulators intensified scrutiny of suspicious trading activity across markets. The Department of Justice, alongside the Commodity Futures Trading Commission, was investigating a series of suspiciously timed oil market trades that occurred just before major announcements regarding the Iran conflict, according to a media report published Thursday. “Everyone charged today is accused of scoring significant profits from expected market moves and making out like bandits,” Ted Docks, special agent in charge of the FBI’s Boston division, said. The case highlighted growing concerns around the misuse of non-public information in both corporate dealmaking and broader geopolitical markets, particularly as volatility tied to war, energy, and diplomacy created opportunities for outsized gains. More on markets USD Rema...

格隆汇5月7日｜美国上周初请失业金人数小幅回升，此前一周该数据曾降至数十年来接近最低水平，表明尽管近期出现裁员公告，企业裁员规模整体仍然有限。美国劳工部周四公布的数据显示，截至5月2日当周，初请失业金人数增加1万人至20万人，市场预期为20.5万人。续领失业金人数在前一周降至177万人，创两年新低。尽管Meta和耐克等知名企业宣布裁员，申请失业救济人数仍维持低位，显示美国劳动力市场依然保持近年来“低招聘、低裁员”的状态。市场预计，美国政府将于周五公布的4月非农就业报告将显示，就业人数将连续第二个月增长，这将是近一年来首次出现连续两个月增长。

《科创板日报》5月7日讯（记者 徐赐豪） 营销与销售决策AI企业北京深演智能科技股份有限公司（下称“深演智能”）近日已在港交所披露聆讯后招股书，有望很快在主板挂牌上市，工银国际担任其独家保荐人。 梳理其IPO历程可见，深演智能的上市之路颇为曲折。2025年5月、12月，该公司先后两次向港交所递表；而其前身品友互动早有上市布局，曾计划于2016年左右登陆美股，后于2015年12月宣布拆除VIE架构回归A股；2016年公司曾申请新三板挂牌，但因考虑流动性、融资及业务发展等因素，当年11月终止推进；2022年6月，深演智能申请A股创业板上市，最终于2024年6月自愿撤回申请。 深演智能的前身是北京品友互动广告有限公司，由北大校友黄晓南与谢鹏于2009年4月共同创办。其中，黄晓南曾任职于麦肯锡（北京）咨询有限公司担任项目经理，早在90年代便在宝洁负责基于尼尔森零售审计数据的“小数据”决策相关工作；谢鹏则曾担任广州宝洁有限公司区域销售经理。 融资方面，截至目前深演智能已完成6轮融资，吸引了九弦资本、中移基金、富德懋赏、上海懋耀、起点创投、深创投等多家投资方入局。其中，最后一轮发生在2017年10月，该轮完成后估值约为19亿元人民币。 股权结构上，IPO前，黄晓南与谢鹏为一致行动人，分别持股20.96%、14.77%，合计持股比例达35.72%。外部机构股东中，九弦资本通过北京合音、北广文歌合计持有17.49%股份，为第一大外部机构股东；中移基金紧随其后，持股10.92%；张炜直接持股0.32%，并通过富德懋赏合计持股10.58%；田富钛通过上海懋耀持股9.07%，沈学华持股4.33%，起点创投、深创投分别持股3.25%、2.24%。 业务层面，深演智能聚焦营销及销售场景，提供决策AI应用服务，核心产品包括AlphaDesk智能广告投放平台、AlphaData智能数据管理平台、DeepAgent企业AI智能体，覆盖智能广告投放、智能数据管理及AI智能体平台等领域，助力企业实现营销与销售环节的智能化、自动化决策。据弗若斯特沙利文数据显示，按2024年收入计算，深演智能在中国营销和销售决策AI应用市场排名第一，市场份额为2.6%。 尽管市场地位领先，深演智能的运营及财务数据面临不小压力。运营端，终端客户总数及境内终端客户数量逐年下滑，报告期内终端客户数量分别为266家、243家、2...

Entain wants no operators unlicensed in UK as sponsors Two clubs did not advertise such companies this season The Independent Football Regulator (IFR) has been urged to stop Premier League clubs from accepting sponsorship from gambling companies unlicensed in the UK in the latest public consultation over its licensing regime. Entain, the global sports betting company that owns Ladbrokes and Coral, has submitted a response to the IFR asking for a clarification of its guidance that would prevent clubs from doing commercial deals with operators unlicensed in the UK. Continue reading...

MU, CIEN, STX, FIVE and MUSA are large-cap growth stocks riding on AI demand, strong earnings growth and market momentum into May.

Customers with a prescription can pick up the diabetes pill at select One Medical kiosks or have it delivered the same day for $149 a month

What Could Drive ORCL Stock Higher? Trefis

According to the job research firm Challenger, Gray & Christmas, job cuts rose 38% in April compared to March. Much of this was blamed on AI-driven layoffs. The April number reached 83,387. The number was the third-highest figure since 2009, during the Great Recession. Andy Challenger said, “Technology companies continue to announce large-scale cuts and ... April Job Cuts Surge 38% On AI Downsizing

Hedge funds are staging a dramatic rebound after suffering hefty losses during March's Middle East-fueled market mayhem, with equity-focused strategies landing their biggest monthly gain for investors in a quarter-century last month. Overall, the industry advanced about 3% on average in April, according to new data published by global industry tracker Hedge Fund Research. "We saw in April a historic performance recovery for hedge funds from a historic decline in the prior month of March," said HFR president Kenneth Heinz. Among the industry's big winners were equity hedge funds — a cornerstone strategy in which managers invest both long and short on listed companies. Short selling involves investors betting against a particular stock or security, with the aim of profiting from a decline in its value. Here, stockpickers notched a standout 5.43% monthly return in April, a sharp rebound from March's 4.33% slide. This was also their strongest monthly showing since February 2000, which Heinz described as "an amazing performance." BlackRock back hedge funds Hedge funds suffered steep losses in March, with their portfolio positions caught out by the Middle East conflict and resulting oil price spike. HFR's all-strategy index lost almost 3% for the month, marking its biggest dip since June 2022. .SPX line 2026-03-01 Stocks have staged a rebound after losses in March. But in its latest performance update, Heinz pinpointed three key drivers underpinning hedge funds' strong run in recent weeks: the market rally sparked by the Middle East ceasefire agreed April 8; a "powerful return" of the AI and technology trade; and growing expectations of a flurry of IPO activity in the coming months. More broadly, the all-strategy HFRX Global Hedge Fund Index — a tradeable benchmark which measures overall industry performance across all investment strategies and approaches — advanced 2.98% in April after suffering a 2.95% loss in March. Heinz said: "In February and March there was a lot of...

好上好公告，公司拟以现金方式收购深圳市鼎瑞芯科技有限公司100%股权，交易对价为人民币8408万元，分五期支付。公司支付第二期股权转让款后，公司与交易对方对本次股权转让进行交割，自交割日起，公司将持有鼎瑞芯100%的股权，享有作为鼎瑞芯股东的全部权利和权益，鼎瑞芯及其子公司将成为公司的全资子公司，纳入公司合并报表范围。本次交易不构成关联交易，也不构成《上市公司重大资产重组管理办法》规定的重大资产重组。

Michael Vi/iStock Editorial via Getty Images In the leadup to British semiconductor major Arm Holdings plc's ( NASDAQ : ARM ) FY 2026 earnings release - made on the 6th of May after market close - the stock had risen by an astounding 60%. The earnings release, on the other hand, seems to have more-or-less only mildly exceeded analyst consensus: revenue for its fourth quarter (Q2) was $1.49 billion versus an expectation of $1.47 billion while adjusted earnings per share (EPS) $0.60 versus an expectation of $0.58. The trends and the messaging are potentially either at odds or represent a massive shift in direction. Trend Drilldown At first blush, trends seem to indicate that the company's massive growth spurt in net income in FY25 isn't going to be repeated. Source: Created by Sandeep G. Rao using data from Arm's Financial Statements However, this isn't quite the case and entirely explainable by the nature of Arm, which is a fabless holder of Intellectual Property (IP) and designs employed in chip design and manufacturing. Once a design is finished and the IP is acquired, it is a comparatively minor cost to deliver it to a chipmaker or foundry. The human factor - and with it, Stock-Based Compensation (SBC) - becomes very relevant, particularly in FY 24, i.e. the year Arm had its Initial Public Offering (IPO). The company spent nearly $1.04 billion in SBC for FY24 as employee equity vested. Furthermore, legal, banking, and administrative fees associated with the IPO also ate into the bottom line (i.e. net income). In FY25, SBC was $820 million. Because SBC is an expense, a decrease in SBC directly increases Net Income. If " Adjusted Profit " were estimated for both these years by adding SBC back to Net Income from continuing operations, the " Adjusted Profit " for FY24 and FY25 would be $1.343 billion and $1.612 billion respectively, i.e. a 20% growth in profit relative to a 24% growth in revenue. Adding back the reported $1.052 billion in SBC to net income from contin...

俄罗斯外交部发言人扎哈罗娃7日表示，建议乌方认真对待俄方此前发布的关于胜利日停火的声明，俄方将对乌方任何武装挑衅行为予以坚决回应。扎哈罗娃当天在记者会上表示，若乌方企图在9日卫国战争胜利日期间对俄实施打击，乌方或将遭到大规模报复性打击。(新华社)

Lightspeed Commerce ( LSPD ) on Thursday said it appointed Bhawna Singh as chief technology officer as the company pushes ahead with new AI, payments, and wholesale product initiatives. Singh most recently served as CTO at Okta ( OKTA ), where she led technology strategy for the company’s customer identity platform, and earlier held the CTO role at Glassdoor. Lightspeed said the leadership appointment comes alongside a new wave of product updates aimed at helping retail and hospitality businesses improve operations, manage inventory, and streamline customer experiences across sales channels. More on Lightspeed Commerce Inc. Lightspeed Commerce Inc. (LSPD:CA) Discusses Divestiture of Upserve U.S. Hospitality Product Line and Strategic Refocus Transcript Lightspeed Grows Revenue, But Valuation Compression Worsens As Operating Losses Rise Historical earnings data for Lightspeed Commerce Inc. Financial information for Lightspeed Commerce Inc.

Guardian Pharmacy Services press release ( GRDN ): Q1 Non-GAAP EPS of $0.29 beats by $0.05 . Revenue of $336.6M beats by $6.71M . Net Income of $13.5M. Adjusted EBITDA of $29.8M. The company has raised annual adjusted EBITDA forecast midpoint to $125 million from $122 million; maintained revenue outlook midpoint at $1.41 billion. More on Guardian Pharmacy Services Guardian Pharmacy Services, Inc. (GRDN) Q1 2026 Earnings Call Transcript Guardian Pharmacy Services: Waiting For A Better Entry Point Guardian Pharmacy Services, Inc. (GRDN) Q4 2025 Earnings Call Transcript Guardian Pharmacy Services forecasts $123M-$127M adjusted EBITDA amid ira pricing reset Healthcare quant check: RLAY and TNGX lead Seeking Alpha’s top picks ahead of Q1 earnings

《科创板日报》5月7日讯（记者 黄修眉） 4月1日至4月30日，共192家科创板公司获得机构调研，获机构调研超百家的企业共有28家。 其中，澜起科技、聚和材料、华特气体、中微公司、金盘科技为最受关注的五家企业，分别获得676家、264家、243家、239家、219家机构调研；半导体、医疗器械、化学制药、电子化学品、通用设备则是最受关注的五大细分领域。 企业AI布局受机构重点关注 《科创板日报》记者注意到，随着AI应用及其产业的进一步发展，机构愈发重视对相关产业链企业在AI方面投入的关注。随着企业2025年年报和2026年一季报披露完毕，4月共有超670家机构对澜起科技进行调研。这也成为今年初至今，获机构调研数量最多的科创板企业。 具体来看，澜起科技在调研中表示，受益于AI产业趋势，芯片产业的需求旺盛。一方面，随着DDR5渗透率提高且子代持续迭代，公司DDR5 RCD芯片出货量显著增加，其中第三、第四子代RCD芯片的出货占比进一步提升；另一方面，互连类芯片新产品MRCD/MDB、PCIe Retimer、CKD及CXL MXC芯片收入显著攀升。 对于公司产品在AI方面的应用，澜起科技透露，根据行业分析，随着AI推理及AI Agent应用的快速发展，AI工作负载正从训练端大规模向推理端及智能体迁移， 这一转变对系统的逻辑判断、任务调度与实时交互能力提出了更高的要求，使得CPU的通用计算架构价值凸显，在AI系统中的重要性正在加强，因此，AI服务器中CPU与GPU的配置比例预计将持续提升。 “这一趋势对互连芯片市场的影响主要体现在以下三方面：第一，内存模组用量增加，拓展内存互连芯片市场空间；第二，CPU多核化趋势推动MRDIMM的需求；第三，CPU在AI系统架构中重要性提升，将同步带动其他CPU互连芯片的需求，包括PCIe互连、CXL互连芯片等。”澜起科技表示。 同样备受关注的电子气体龙头华特气体在接受机构调研中表示，AI算力需求的持续攀升，直接带动逻辑芯片、存储芯片产能加速扩张与制程迭代升级， 进而拉动电子特气、高纯化学品等半导体核心材料的市场需求总量同比显著提升，行业整体需求端呈现积极向好态势。 据IBS预测，2030年全球芯片行业年收入将较2021年翻倍至1.35万亿美元，AI计算、高性能计算对芯片的刚性需求尤为突出；受AI应用驱动，用于先进逻辑芯片制造和用于高带宽存...