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中信建投:海外模拟IC龙头业绩验证拐点,结构性复苏主线清晰

intermediate36氪3 min read
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Tap any word above to look it up or add it to your review deck

Grammar Points

已...并...completed action plus continuationHSK 4

Use `已` to describe a state or action that has already happened, and connect with `并` to link another related fact, often showing an expected follow-up or related development.

"海外模拟 IC 厂商已陆续在 2025 年恢复季度收入的同比正增长,并预期 2026 年传统 1—3 月淡季实现环比增长。"

正由...过渡至...transition phaseHSK 5

`正由…过渡至…` highlights that an entity is currently moving from one stage or state to another, emphasizing the process.

"产业链正由被动去库存阶段过渡至订单修复与成长阶段。"

成为to becomeHSK 3

`成为` introduces a result or transformation, stating that something has turned into or serves as something else.

"AI 数据中心相关需求成为核心引擎,服务器及高速光模块等领域配套的模拟 IC 持续放量。"

在...下under the condition ofHSK 4

`在…下` indicates the background, condition, or framework in which a subsequent action or situation unfolds.

"结构性景气主线下,国内在服务器、光模块等方向布局较深的模拟厂商,有望在需求修复与产品升级双重驱动下实现更具弹性的业绩增长。"

将...覆盖到...will cover/extend toHSK 4

`将…覆盖到…` uses `将` to signal a deliberate future action and `覆盖到` to express the extent or target area of coverage.

"通过与星链合作,德国电信将把移动通信服务覆盖到网络建设难度极高的区域。"

Key Vocabulary

deHSK1

(used after an attribute when it modifies a noun)

小时xiǎo shíHSK1

CL:個|个[ge4]

zàiHSK1

(used before a verb to indicate an action in progress)

HSK4

to take part in

qiánHSK1

front

欧洲ōu zhōuHSK5

Europe (abbr. for 歐羅巴洲|欧罗巴洲[Ou1 luo2 ba1 Zhou1])

模拟mó nǐHSK6

to simulate

HSK4

afterwards

移动yí dòngHSK5

mobile

HSK1

to compose a poem in reply (to sb's poem) using the same rhyme sequence

hàoHSK1
增长zēng zhǎngHSK4

to grow; to increase

星链xīng liàn
zhànHSK2

to halt

jīng
leHSK1

to understand clearly (variant of 瞭|了[liao3])

服务fú wùHSK3

service

举报jǔ bàoHSK7

to report (malefactors to the police)

结构性jié gòu xìng
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中信建投:海外模拟IC龙头业绩验证拐点,结构性复苏主线清晰 - ISCBJ