文|陈俊云 高飞翔近日,微芯科技召开Business Update Call,更新了公司最新经营情况,并表示下游渠道、客户库存接近正常水平,同时25Q1订单亦出现明显好转迹象。微芯科技作为本轮模拟芯片板块库存调整最为惨烈的企业之一,其释放出的积极信号,和此前ADI、英飞凌等企业2024Q4财报反馈较为一致,即美股模拟芯片板块已处于或正在接近周期底部。模拟芯片作为典型的周期板块,周期底部布局仍是...
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