突发，业绩超预期！

星辰投研2025-07-15

AI算力板块，业绩全面大超预期。新易盛25年上半年实现净利润37-42亿，同比增327%-385%，其中二季度实现净利润24亿，同比增长344%，环比增长50%。新易盛从23年四季度开始，连续7个季度业绩持续环比增长，单季度利润从1.4亿一路飙升到24亿，按照目前这种趋势，新易盛25年有望实现100亿利润。新易盛业绩超预期主要受益800G光模块持续放量，新易盛是亚马逊和Meta的核心供应商，随着...

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