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Changelog
Every dated rolling update and topic card appears here automatically. Report bodies are in Chinese.
2026-08-21
2026-06-29
2026-06-28
- updateALABALAB Astera Labs LOGOS 完整复查
- updateAPLDAPLD Applied Digital LOGOS 完整复查
- updateCIFRCIFR Cipher Digital LOGOS 完整复查
- updateCLSCLS Celestica LOGOS 完整复查
- updateCORZCORZ Core Scientific LOGOS 完整复查
- updateCRWVCRWV CoreWeave LOGOS 完整复查
- updateEMEEME EMCOR Group LOGOS 完整复查
- updateETNETN - Eaton LOGOS v2.0 滚动更新卡（Q1 2026 + Boyd/Ultra 后）
- updateFIXFIX Comfort Systems USA LOGOS 完整复查
- updateGEVGEV - GE Vernova LOGOS v2.0 滚动更新卡（Q1 2026 后）
- updateIRENIREN IREN Limited LOGOS 完整复查
- updateNBISNBIS Nebius Group LOGOS 完整复查
- updateNRGNRG Energy LOGOS 完整复查
- updatePENGPENG Penguin Solutions LOGOS 完整复查
- updateTTTT Trane Technologies LOGOS 完整复查
- updateVRTVRT - Vertiv LOGOS v2.0 滚动更新卡（Q1 2026 后再校准）
- updateVSTVST Vistra LOGOS 完整复查
- updateWULFWULF TeraWulf LOGOS 完整复查
2026-06-27
2026-06-09
- updateAAOIAAOI - Applied Optoelectronics LOGOS v2.0 更新卡（800G / 1.6T AI 光模块，Q1 2026 财报后）
- updateALABALAB - Astera Labs LOGOS v2.0 更新卡（AI connectivity / PCIe-CXL / Scorpio，Q1 2026 财
- updateAMATAMAT - Applied Materials LOGOS v2.0 更新卡（半导体设备/材料工程，FY2026 Q2 财报后）
- updateANETANET - Arista Networks LOGOS v2.0 更新卡（AI networking / Ethernet switching / XPO，Q
- updateARMARM - Arm Holdings LOGOS v2.0 更新卡（CPU IP / AI compute tax，FY2026 年报后）
- updateAVGOAVGO - Broadcom LOGOS v2.0 更新卡（AI ASIC/AI networking + VMware，FY2026 Q2 财报后）
- updateBELFBBELFB - Bel Fuse LOGOS v2.0 更新卡（AI data solutions / power / defense，Q1 2026 财报后）
- updateCOHRCOHR - Coherent LOGOS v2.0 更新卡（AI datacenter optics / transceivers / SiC，FY2026
- updateCRDOCRDO - Credo Technology LOGOS v2.0 更新卡（AI AEC / 1.6T connectivity / retimers，FY2
- updateCSCOCSCO - Cisco Systems LOGOS v2.0 更新卡（AI networking / security / Splunk，FY2026 Q3
- updateDELLDELL - Dell Technologies LOGOS v2.0 更新卡（AI servers / ISG / PC + storage，FY2027 Q
- updateDIODDIOD - Diodes Incorporated LOGOS v2.0 更新卡（analog / power semis / AI-server relat
- updateFLEXFLEX - Flex LOGOS v2.0 更新卡（Cloud & Power Infrastructure / data center power & co
- updateFNFN - Fabrinet LOGOS v2.0 更新卡（AI 光通信制造 / DCI / HPC，FY2026 Q3 财报后）
- updateGLWGLW - Corning LOGOS v2.0 更新卡（Gen AI optical connectivity / hyperscaler agreement
- updateHPEHPE - Hewlett Packard Enterprise LOGOS v2.0 更新卡（Cloud & AI / Networking / Junipe
- updateIFNNYIFNNY - 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）