https://reports.zhihai.me/tags/%E4%BC%AF%E6%81%A9%E6%96%AF%E5%9D%A6/Recent content in 伯恩斯坦 on 脱水研报HugoenSun, 30 Aug 2026 00:00:00 +0800https://reports.zhihai.me/posts/2026-08-30-bernstein-montage-2q26/Sun, 30 Aug 2026 00:00:00 +0800https://reports.zhihai.me/posts/2026-08-30-bernstein-montage-2q26/伯恩斯坦维持澜起科技"跑赢大市"评级、A股400元/H股520元目标价不变：1H26营收33亿元同比+26.7%、归母净利+72.3%（主因6.82亿投资收益贡献），毛利率短期承压；研发管线全面提速，DDR5 RCD送样、MRCD/MDB Gen3及PCIe Gen6 retimer tape-out。