【DW电子】每日复盘每日新-电子2.3 -CPO：AYZ更新RubinUltra CPO Scale up方案，罗博特科+20%，炬光科技+18.06%，致尚科技+15.56%，天孚通信 +13.21%。 -国产算力：GPU标的寒武纪25Q4利润略不及预期、海光信息未发布业绩预告，ASIC标的芯原股份当前ASIC叙事 逐渐看到落地项目，业绩趋势也有望逐渐改善，继续看多！ -芯碁微装持续重点推荐，坚定看450e以上市值，预计一季度单月交付2e金额设备，后续业绩确定高增长！先进封 装出货预计每年翻倍！ -佰维存储：26年全年业绩高增，26Q1业绩环比翻倍不止。 先进封测样品送测GPU上市客户。 PCB：威尔高传接到谷歌一次电源订单，二次电源对接中，GB300/Rubin进展顺利，今日+18.23%。 -CPO：AYZ更新RubinUltra CPO Scale up方案，罗博特科+20%，炬光科技+18.06%，致尚科技+15.56%，天孚通信 +13.21%。 PCB：威尔高传接到谷歌一次电源订单，二次电源对接中，GB300/Rubin进展顺利，今日+18.23%。 -国产算力：GPU与ASIC行情分化明显，交 ...

Summary of Conference Call Records Company: Baiwei Storage Key Points - Baiwei Storage has showcased samples to core domestic chip customers, indicating strong engagement with key clients [1] - The advanced packaging business is projected to contribute 4 billion in revenue by 2027, with a net profit margin of 30%, leading to an estimated profit of 1.2 billion [1] - A price-to-earnings (PE) ratio of 35-40 is anticipated, resulting in a market value estimate of 42 billion to 52 billion [1] - The storage business is expected to have a market value of 100 billion, leading to a total valuation target of 150 billion [1] - Emphasis on domestic computing power, particularly on Haiguang Information due to its production capacity advantages [1] - The importance of CPUs is highlighted in the Agentic AI era, where orchestration and scheduling are prioritized over raw computing power, enhancing the strategic position of CPUs [1] - Notable performance opportunities are expected in the industry [1] - The company anticipates a rise in both volume and price, with a focus on the packaging and testing segment, particularly for Xinhenghui, which is seen as a key player with significant growth potential [1] - Strong recommendation for ChipMOS Technologies, with expectations of improved performance in Q4/Q1 due to successful advancements in new products such as IC substrates and advanced packaging [1] - Forecasts from overseas institutions suggest that the price of SanDisk NAND used for enterprise SSDs may increase by over 100% quarter-on-quarter in the March quarter [1] Company: Feilihua Key Points - Feilihua is positioned to benefit from explosive growth in demand for Q fabric driven by cutting-edge AI chip products from Nvidia and Google, with global capacity currently unable to meet demand [2] - The company leverages decades of aerospace quartz fiber technology, positioning itself to become a global leader in Q fabric, with a target market value of 100 billion [2]