【环球网财经综合报道】2月28日消息，根据寒武纪发布的2025年度业绩快报，去年该公司实现营业收入64.97亿元，同比增长453.21%，归属于母公司所有 者的净利润为20.59亿元，同比扭亏为盈。 | | | | 单位: | | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期 | 增減 | | | | | 度 | | 营业总收入 | 6,497,196,198.68 | 1,174,464,377.35 | ব | 据机构统计，分季度来看，2025年四季度，寒武纪实现营收14亿元-24亿元，同比增长40%—141%，实现净利润2.5亿元-5.5亿元，同比下降11%和增长 100%。 对于业绩增长，寒武纪在业绩快报中解释称，受益于人工智能行业算力需求的持续攀升，公司凭借产品的优异竞争力持续拓展市场，积极推动人工智能应用 场景落地。2月27日，寒武纪收盘上涨0.79%，报1178元/股。（闻辉） ...

IT之家 2 月 28 日消息，OpenAI 昨日宣布了 1100 亿美元的新融资并深化了与英伟达、亚马逊的合作关系。IT之家注意到，在与亚马逊的部分，OpenAI 承诺 将原本的 7 年期 380 亿美元算力交易扩展至 8 年期 1000 亿美元（IT之家注：现汇率约合 6870.63 亿元人民币）。 除此前的 GPU 云算力合同外，OpenAI 还承诺通过 AWS 基础设施消耗约 2 GW 的 Trainium 算力容量，以支持有状态运行时、Frontier 及其他高级工作负载 的需求。 此项承诺涵盖了 AWS 已发布的 Trainium3 及下一代 Trainium4 芯片。新闻稿表示 Trainium4 预计于 2027 年开始交付，将拥有显著提升的 FP4 计算性能、 更宽的内存带宽、更高的显存容量。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：300666 证券简称：江丰电子公告编号：2026-016 二、经营业绩和财务状况情况说明 （一）经营业绩 报告期内，公司实现营业收入460,538.32万元，较上年同期增长27.75%；营业利润为54,113.00万元，较 上年同期增长41.13%；利润总额为53,776.56万元，较上年同期增长40.87%；归属于上市公司股东的净 利润为48,127.62万元，较上年同期增长20.15%。 报告期内，公司基本每股收益为1.81元，较上年同期增长19.87%；加权平均净资产收益率为10.18%，较 上年同期增加0.94个百分点。 报告期内，公司经营业绩变动的主要原因有： 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 本公告所载2025年度的财务数据仅为初步核算数据，未经会计师事务所审计，与年度报告中披露的最终 数据可能存在差异，请投资者注意投资风险。 一、2025年度主要财务数据和指标 单位：万元 注：本表数据为公司合并报表数据（未经审计）。 本报告期营业利润、利润总额同比增长41.1 ...

证券代码：688591 证券简称：泰凌微 公告编号：2026-013 泰凌微电子（上海）股份有限公司 2025年度业绩快报公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审计，具体数据以泰凌微电子 （上海）股份有限公司（以下简称"公司"或"泰凌微"）2025年年度报告为准，提请投资者注意投资风 险。 2025年，公司在复杂国际环境及行业竞争加剧背景下，坚持"高性能无线连接+端侧智能化"战略方向， 推动产品结构升级与技术平台能力提升。报告期内，公司凭借领先的产品和技术获得大量新老客户的认 可，出货量持续增长，实现营业收入101,552.39万元，同比增长20.32%；营业利润13,145.13万元，同比 增长40.98%；利润总额12,629.68万元，同比增长36.85%；归属于母公司所有者的净利润12,812.74万 元，同比增长31.53%；归属于母公司所有者的扣除非经常性损益的净利润11,874.04万元，同比增长 30.72%。归属于母公司所有 ...

Market Indexes Open in the Red Following Inflation SurpriseU.S. stock markets opened sharply lower on Friday, February 27, 2026, as investors reacted to a surprisingly "hot" wholesale inflation report that has reignited concerns over the Federal Reserve's interest rate path. The major indexes faced immediate pressure at the 9:30 AM ET opening bell, with the tech-heavy Nasdaq Composite (COMP) leading the decline, dropping 1.3%. The S&P 500 (SPX) and the Dow Jones Industrial Average (DJI) both opened down 0.9 ...

Core Insights - Synopsys reported a significant increase in first-quarter fiscal 2026 revenues, reaching $2.41 billion, which is a 65.5% year-over-year growth, surpassing the Zacks Consensus Estimate by 0.8% [2][10] - The company's EDA revenues were $1.1 billion, making up 45.6% of total revenues, while the Ansys product group contributed 36.8% of revenues, indicating strong demand for multiphysics simulation and digital engineering solutions [1][10] Financial Performance - Adjusted earnings for Synopsys in the reported quarter were $3.77 per share, exceeding the Zacks Consensus Estimate by 5.6% [1] - For fiscal 2026, Synopsys anticipates revenues between $9.56 billion and $9.66 billion, including $2.9 billion from Ansys, with a year-over-year growth projection of 36.5% [6] - Non-GAAP EPS is expected to be between $14.38 and $14.46, reflecting an increase from the previous range, while non-GAAP expenses are projected to be between $5.69 billion and $5.75 billion [7] Growth Drivers - The results were primarily driven by AI-led semiconductor demand and the integration of Ansys, which has enhanced Synopsys' capabilities in semiconductor R&D and design [3][10] - Synopsys is embedding AI throughout its EDA stack, leading to significant productivity gains for customers, with reported improvements such as 50% faster knowledge assistance and 5x quicker formal testbench generation [4][10] Market Positioning - The combined Synopsys-Ansys portfolio is strategically positioned to leverage the industry shift from physical prototyping to digital twins, facilitating faster and more cost-effective product development across various sectors, including aerospace and automotive [5][10] - For the second quarter of fiscal 2026, Synopsys expects revenues between $2.225 billion and $2.275 billion, with a year-over-year growth estimate of 40.3% [8]

Financial Data and Key Metrics Changes - Revenue for Q1 2026 was $225 million, a 4% sequential increase and a 6% year-over-year increase, exceeding expectations [4][9] - GAAP diluted EPS was $0.74, while non-GAAP diluted EPS was $0.61, both above expectations [4][10] - Gross margin was at 35%, benefiting from higher revenue levels and a greater mix of high-end IC revenue [10] Business Line Data and Key Metrics Changes - Integrated Circuit (IC) revenue was $165 million, a 7% year-over-year increase, with high-end IC revenue reaching a record $71 million, up 19% [5][9] - Flat Panel Display (FPD) revenue was $60 million, a 3% year-over-year increase, with strong demand in the mainstream category targeted at the China IT display market [7][9] Market Data and Key Metrics Changes - The U.S. market showed slight year-over-year revenue growth, while mainstream IC revenue remained flat at $94 million [9] - In Asia, particularly China, the company maintained a strong competitive position, focusing on high-end nodes where competition is lower [7][46] Company Strategy and Development Direction - The company is prioritizing operational efficiency and focusing on high-end opportunities to advance its node migration strategy while broadening geographic diversification [5][8] - Ongoing expansion projects in the U.S. and Korea are set to enter volume production in 2027, aimed at meeting increasing photomask demand [6][11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about improved operational performance driving higher revenue and market share gains as industry demand expands [5] - The company anticipates fiscal Q2 revenue to be in the range of $212 million to $220 million, with operating margins estimated between 22% and 24% [14] Other Important Information - Total cash and short-term investments increased by $49 million sequentially to $637 million, with a focus on reinvesting for organic growth and pursuing strategic opportunities [12] - Capital expenditures (CapEx) for fiscal 2026 are projected at $330 million, aimed at special project investments in the U.S. and Korea [11] Q&A Session Summary Question: Impact of Chinese New Year on Revenue and Operating Margin - Management noted that the Chinese New Year holiday caused a temporary slowdown in output, but no major differences in market conditions were observed [16][17] Question: Future High-End IC Revenue Expectations - The Allen facility is expected to contribute to business, particularly in mainstream segments, while maximizing high-end capacity at the Boise facility [18][20] Question: AMOLED and G8.6 Technology Applications - The G8.6 AMOLED market is in its infancy, with expectations for broader adoption later this year, and the company aims to lead in this segment [21][22] Question: Margin Stability and Capacity Concerns - Management does not foresee significant margin declines but acknowledges potential fluctuations based on product mix and increased capacity coming online [25][27] Question: Competitive Landscape in China - The company focuses on high-end markets where competition is less intense, and believes that high entry barriers will protect its position against new entrants [46][47]

在资产及资本结构方面，得益于年内的资本运作，沐曦股份的资产规模实现了爆发式扩张。截至2025年 12月31日，公司总资产达到136.74亿元，较期初暴增251.56%；归属于母公司的所有者权益攀升至 131.73亿元，增幅高达1018.00%。此外，因报告期内实施了资本公积转增股本及首次公开发行股票 （IPO）募资，公司总股本扩大至4.00亿股，较期初激增4560.67%。股本的急剧扩张也直接导致归属于 母公司所有者的每股净资产摊薄至32.93元，同比下降76.01%。上述财务数据目前为初步核算结果，最 终准确数据将以公司正式发布的2025年年度报告为准。 在核心盈利指标方面，沐曦股份的各项利润数据均呈现减亏态势。2025年，公司营业利润为-7.60亿 元，利润总额为-7.71亿元。剔除非经常性损益后，归属于母公司所有者的扣非净利润为-8.22亿元，同 比收窄21.28%。对于亏损收窄的原因，除营业收入的大幅拉动外，公司提及股份支付费用的减少也对 当期利润产生了正向影响，降低了整体亏损幅度。 凤凰网科技讯 2月27日，国内高性能GPU芯片设计企业沐曦集成电路（上海）股份有限公司（以下简称 沐曦股份，股票代码： ...

报告期内，公司依托优秀的全栈存储解决方案能力，在企业级存储、消费电子等市场主赛道实现客户突 破，加快自主产能与高端制造能力建设，保障产品交付与质量稳定，推动公司经营规模与盈利能力快速 增长。在数据中心、信创金融、工控安防等领域，公司以具备系统级整合与场景化应用能力的复合型专 家团队为核心支撑，带动相关存储产品销售规模快速增长；在嵌入式存储领域，公司深化重点客户合 作，以稳定可靠的产品品质与优秀的供应链管理能力，实现嵌入式存储产品的快速导入与批量落地。依 托上市平台优势，公司已经成长为一家专业的存储控制芯片及解决方案提供商，新一代存储卡主控芯片 及固态硬盘存储主控芯片已经实现量产，深化智能制造基地在介质研究、智能制造领域能力，新设企业 级产品测试线，进一步提升存储解决方案的全生命周期支持能力。 格隆汇2月27日丨德明利(001309.SZ)公布2025年年度报告，报告期内，公司实现营业收入107.89亿元， 同比增长126.07%，实现归属于上市公司股东的净利润6.88亿元，同比增长96.35%。向全体股东每10股 派发现金红利4元。 ...

具体来看，上证50、沪深300指数行业结构优化，信息技术等"新经济"行业权重较2024年底分别提升 4.9%、4.7%，充分反映现代产业结构变化趋势，更好发挥支持新质生产力高质量发展的作用。新发指 数多元布局，33条科创板指数实现市值全覆盖、产业链全覆盖，引导超3200亿元资金通过指数化投资支 持"硬科技"领域上市公司发展。科创综指自2025年发布以来涨幅达68%，是境内市场表现最好的综合指 数。 新华财经上海2月27日电（记者杜康）27日，科创板指数一季度定期调整结果发布。国盾量子、中科飞 测、中科星图将被调入科创50指数，热景生物、斯瑞新材、君实生物等10只证券将被调入科创100指 数。 根据指数编制规则，科创50等科创指数样本每季度进行定期调整，本次调整将于3月13日收市后实施。 记者获悉，此次样本调整后，一方面，科创宽基指数对科创板市场的代表性进一步提升。其中，科创50 指数总市值4.5万亿元，覆盖率39%；科创100指数总市值2.7万亿元，覆盖率24%。科创50、科创100总 市值覆盖率达63%，较调样前提升1.1%。另一方面，科创50和科创100实现了体系内样本的有序互换， 科创50调入样本来自科 ...