闪迪(SNDK.O)：预计2028财年至2030财年非GAAP营业利润率约为75%。

Huatai Securities says AI compute expansion will increase optical-module power consumption, shifting aluminum nitride (AlN) — prized for high thermal conductivity, electrical insulation and thermal compatibility — from an optional to a likely required material. Huatai estimates optical modules could drive demand for high-end AlN powder to exceed 2,000 tonnes by 2027. On the supply side, Japanese suppliers are facing raw-material shortages tied to rare-earth controls, and tight downstream demand could create a supply shortfall and upward pressure on prices. Domestic manufacturers are accelerating capacity ramp-up and customer qualification, presenting a potential domestic-replacement opportunity.

Since Aug 6 and as of 16:00 on Aug 13 the heatwave has lasted eight days. The heat intensity index reached 22.1, the third-strongest since 2008 and in the top 5%, classified as extreme. Futian national basic meteorological station recorded four consecutive days at or above 35°C; Aug 8–10 saw three straight days of 36°C or higher — the third occurrence since continuous records began in 1953, tying the historical record.