MLCC的三环和风华_老虎社区_美港股上老虎

疯狂的铁榔头
04-26

MLCC的三环和风华，三环的MLCC逻辑非常顺，估计利润会往40亿去靠，明年超50亿利润，公司看2千亿以上（不作为投资建议，自己分析和决策）。车\数据中心的需求，在AI逻辑，对MLCC的需求还会持续放量，估计一季报是开始。风华可能滞后一些，可以看一下29号的季报结果，电阻和电感的比例偏高，但是高阶MLCC的市场份额也大。整体来看，GPU\CPU\功率半导体\电能等AI 上游的逻辑还在扩张。

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