【风口研报】公告两笔芯片收购，分析师看好此举不仅有望迅速增厚业绩，且公司在芯片链条最高环节中的布局也将获得补充

Group 1 - The article highlights two significant chip acquisitions by a company, which analysts believe will not only enhance earnings quickly but also strengthen the company's position in the highest segment of the chip supply chain [1] - There is an increasing awareness of health and continuous expansion of cold chain infrastructure, leading analysts to view the low-temperature dairy product category as resilient. The company, leveraging stable milk sources and efficient cold chain logistics, is expected to gradually become a national benchmark for high-end dairy products [1]