Workflow
芯片测试设备
icon
Search documents
宝利国际:目前宏泰科技下一代高端SoC测试设备MS8800已通过关键指标验证
Zheng Quan Ri Bao Wang· 2025-09-22 12:45
Core Viewpoint - Baoli International (300135) announced on September 22 that its next-generation high-end SoC testing equipment, MS8800, has passed key performance validations, indicating a positive outlook for the industry and the company's future prospects [1] Company Summary - The company is actively engaging with downstream customers regarding the MS8800 testing equipment [1] - The domestic downstream chip enterprises primarily rely on imported equipment, highlighting a low localization rate for SoC testing machines [1] - The company is optimistic about the industry development due to factors such as domestic substitution, self-control, cost reduction, and the growth of the AI sector [1] Industry Summary - The current market for SoC testing machines is characterized by a low domestic localization rate, with most downstream chip companies still using imported devices [1] - The trend towards domestic substitution and the development of AI technology are expected to drive growth in the relevant industry [1]
历史新高!集体大涨
券商中国· 2025-09-11 14:51
孙正义,再一次站在风口! 今日(9月11日),日本股市高开高走,日经225指数涨幅超过1%,再创历史新高。孙正义旗下软银集团大涨近10%,股 价创出历史新高,单日市值增长超2万亿日元。 有分析师指出,在甲骨文(Oracle)股价飙升后,全球市场对AI的投资热情再度升温,从而引发更加广泛的科技股反 弹。 软银推动日本股市创新高 最近几天,日本股市持续上行,以软银集团为首的科技股功不可没。9月11日,软银集团股价再度大涨,盘中涨幅一度超 过10%,总市值突破26万亿日元。芯片测试设备制造商爱德万测试涨超4%。此外,被视为数据中心投资风向标之一的电 缆制造商藤仓股价涨近3%。 今年3月31日,OpenAI宣布在软银集团领投的新一轮融资中筹集400亿美元,投资估值为3000亿美元。今年8月份,有媒体 报道称,OpenAI现任及前员工拟向软银、Thrive Capital等投资者出售价值近60亿美元的公司股份,交易完成后公司估值 将达5000亿美元。这意味着,短短几个月的时间,OpenAI的估值就增长了近七成,软银集团对该公司的巨额投资,浮盈 不小。 近日,有外媒报道称,OpenAI大幅上调了到2029年的预期现金消耗 ...