纪要精选｜利基存储兑现涨价，锂电与模拟芯片出现修复信号

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东芯股份二季度收入、利润和毛利率同步跃升，确认利基存储涨价正在进入报表。AI服务器转向八百伏供电，为碳化硅、氮化镓和固态电气设备带来增量。锂电全球需求呈现多点修复，思瑞浦、纳芯微的业绩改善则叠加了高速光模块带来的模拟芯片需求。亚马逊AWS和曦智科技继续印证云计算向光互联传导，荃信生物、劲方医药和石药集团分别进入商业化、注册临床和存量业务恢复阶段。

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纪要精选｜利基存储兑现涨价，锂电与模拟芯片出现修复信号

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