江波龍(301308.SZ):整體上來看公司業績表現與存儲晶圓原廠的走勢更加類似
格隆匯9月21日丨江波龍(301308.SZ)於2023年9月18日接受特定對象調研,就“在存儲市場週期裏公司的利潤率波動是什麼樣的?”,公司回覆稱,在存儲市場週期裏,存儲晶圓價格的升跌對公司的盈利會產生被動影響,整體上來看公司業績表現與存儲晶圓原廠的走勢更加類似。
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