【寒武纪】26Q2业绩速评:Q2出货短期节奏性影响,存货环比大增业绩拐点确定【收入】31.11亿,yoy+75.83%,qoq+7.84%;【利润】12.98亿,yoy+90.11%,qoq+28.08%,扣非12.31亿,yoy+93.41%,qoq+31.78%;【毛利率】56.1%,yoy+0.22pct,qoq+1.77pct;【净利率】41.7%,yoy+3.14pct,qoq+6.59pct;【存货】82.48亿,环比+37.51亿;【预付款】29.14亿,环比+10.17亿;【应收款】2.22亿,环比-9.97亿;【货币资金+交易性金融资产】47.93亿,环比-13.94亿。收入