2026-08-21
2026-06-29
2026-06-28
- 更新ALABALAB Astera Labs LOGOS 完整复查
- 更新APLDAPLD Applied Digital LOGOS 完整复查
- 更新CIFRCIFR Cipher Digital LOGOS 完整复查
- 更新CLSCLS Celestica LOGOS 完整复查
- 更新CORZCORZ Core Scientific LOGOS 完整复查
- 更新CRWVCRWV CoreWeave LOGOS 完整复查
- 更新EMEEME EMCOR Group LOGOS 完整复查
- 更新ETNETN - Eaton LOGOS v2.0 滚动更新卡(Q1 2026 + Boyd/Ultra 后)
- 更新FIXFIX Comfort Systems USA LOGOS 完整复查
- 更新GEVGEV - GE Vernova LOGOS v2.0 滚动更新卡(Q1 2026 后)
- 更新IRENIREN IREN Limited LOGOS 完整复查
- 更新NBISNBIS Nebius Group LOGOS 完整复查
- 更新NRGNRG Energy LOGOS 完整复查
- 更新PENGPENG Penguin Solutions LOGOS 完整复查
- 更新TTTT Trane Technologies LOGOS 完整复查
- 更新VRTVRT - Vertiv LOGOS v2.0 滚动更新卡(Q1 2026 后再校准)
- 更新VSTVST Vistra LOGOS 完整复查
- 更新WULFWULF TeraWulf LOGOS 完整复查
2026-06-27
2026-06-09
- 更新AAOIAAOI - Applied Optoelectronics LOGOS v2.0 更新卡(800G / 1.6T AI 光模块,Q1 2026 财报后)
- 更新ALABALAB - Astera Labs LOGOS v2.0 更新卡(AI connectivity / PCIe-CXL / Scorpio,Q1 2026 财
- 更新AMATAMAT - Applied Materials LOGOS v2.0 更新卡(半导体设备/材料工程,FY2026 Q2 财报后)
- 更新ANETANET - Arista Networks LOGOS v2.0 更新卡(AI networking / Ethernet switching / XPO,Q
- 更新ARMARM - Arm Holdings LOGOS v2.0 更新卡(CPU IP / AI compute tax,FY2026 年报后)
- 更新AVGOAVGO - Broadcom LOGOS v2.0 更新卡(AI ASIC/AI networking + VMware,FY2026 Q2 财报后)
- 更新BELFBBELFB - Bel Fuse LOGOS v2.0 更新卡(AI data solutions / power / defense,Q1 2026 财报后)
- 更新COHRCOHR - Coherent LOGOS v2.0 更新卡(AI datacenter optics / transceivers / SiC,FY2026
- 更新CRDOCRDO - Credo Technology LOGOS v2.0 更新卡(AI AEC / 1.6T connectivity / retimers,FY2
- 更新CSCOCSCO - Cisco Systems LOGOS v2.0 更新卡(AI networking / security / Splunk,FY2026 Q3
- 更新DELLDELL - Dell Technologies LOGOS v2.0 更新卡(AI servers / ISG / PC + storage,FY2027 Q
- 更新DIODDIOD - Diodes Incorporated LOGOS v2.0 更新卡(analog / power semis / AI-server relat
- 更新FLEXFLEX - Flex LOGOS v2.0 更新卡(Cloud & Power Infrastructure / data center power & co
- 更新FNFN - Fabrinet LOGOS v2.0 更新卡(AI 光通信制造 / DCI / HPC,FY2026 Q3 财报后)
- 更新GLWGLW - Corning LOGOS v2.0 更新卡(Gen AI optical connectivity / hyperscaler agreement
- 更新HPEHPE - Hewlett Packard Enterprise LOGOS v2.0 更新卡(Cloud & AI / Networking / Junipe
- 更新IFNNYIFNNY - Infineon Technologies LOGOS v2.0 深度研究报告(AI 电源/功率半导体/汽车 MCU,FY2026 Q2 后)