华泰证券：算力链高景气延续，下半年AI眼镜有望迎来拐点

Group 1 - The report from Huatai Securities suggests that the electronic sector is expected to maintain high prosperity due to the continuous iteration of large model architectures and the potential acceleration of inference demand driven by Scaling Law [1] - In terms of self-controllability, the domestic manufacturing sector is advancing in terms of advanced process capacity, presenting opportunities for domestic equipment manufacturers as new capacities continue to emerge, leading to an increase in localization rates [1] - On the AI front, AI glasses are anticipated to reach a turning point in the second half of the year, while the smart driving sector is expected to accelerate its industrial trend due to continuous price reductions [1]