11:03影响评分 8585中国半导体盈利环比激增150%,存储利润率71%中国半导体板块二季度盈利环比激增150%至230亿美元,存储利润率高达71%,AI硬件利润占比升至42%。利多半导体及存储板块盈利能力显著提升,AI硬件需求强劲。SemiconductorStorage chipsWafer foundryDomestic storage leaders财报业绩展开相关厂商Domestic storage leaders影响评分85 / 100,高影响