券商积极调研，电子赛道热度攀升

Group 1 - The electronic industry is currently favored by brokerages, with 50 companies receiving research attention in June, the highest among all sectors [1] - Hongjing Optoelectronics has engaged with 21 brokerages, discussing its collaboration with Yingstone Innovation and future development plans, focusing on smart cars, smart homes, and panoramic sports cameras [1] - Yangjie Technology has received attention from 13 brokerages, highlighting the strong demand in the consumer electronics market and the growth potential in emerging fields like low-altitude economy [1] Group 2 - Over half of the electronic companies that received brokerage research have seen their stock prices rise since June, with Shengyi Electronics experiencing a nearly 48% increase [1] - Zhongyuan Securities suggests that domestic internet companies are increasing capital expenditure on AI infrastructure, which may enhance the market share of domestic memory manufacturers [2]