002600,苹果+英伟达+谷歌+英特尔+AMD五大科技巨头供应商
Zheng Quan Shi Bao·2025-12-28 00:04

Core Insights - The article highlights that in the past week (December 19 to December 25), over 160 stocks were investigated by institutions, with Lingyi iTech (领益智造) receiving the highest number of inquiries from 107 institutions [2]. Group 1: Company Overview - Lingyi iTech was investigated by 107 institutions, including 33 fund companies, 9 securities firms, 19 private equity firms, and 9 insurance companies [2]. - The company announced it will acquire control of Dongguan Liminda Electronics Technology Co., Ltd. for 875 million yuan [2]. - Liminda is a certified supplier for NVIDIA and has joined the Universal Connector Interchange Alliance led by Intel, enhancing flexibility for data center clients [2]. - Lingyi iTech has also become a core supplier for AMD and Google, positioning itself as a comprehensive supplier covering NVIDIA, Google, Intel, and AMD in cooling and power solutions [2]. Group 2: Market Performance - In the past week, stocks investigated by institutions averaged a nearly 5% increase, with some stocks like Chaojie Co., Guanglian Aviation, and Huasheng Lithium Power rising over 20% [7]. - The average performance of stocks under institutional research indicates a positive market sentiment towards these companies [7]. Group 3: Other Companies in Focus - Pulit (普利特) is focusing on the rapid development of the robotics industry, emphasizing the application of new materials in humanoid robots [4]. - Guangting Information (光庭信息) is collaborating with domestic and international manufacturers to explore AI development paradigms [4]. - SAIC Group (上汽集团) is advancing its solid-state battery production, aiming for mass production by 2027 [5].

INTEL-002600,苹果+英伟达+谷歌+英特尔+AMD五大科技巨头供应商 - Reportify