电子周跟踪：AMD发布新一代AI芯片，字节豆包推出AI智能体耳机Ola Friend

Investment Rating - The report maintains an "Outperform" rating for the electronic industry, indicating expected performance exceeding the benchmark index by over 10% [1]. Core Insights - The AI accelerator market is projected to grow at an annual rate of 60%, reaching $500 billion by 2028, driven by increasing demand for AI technologies and hardware upgrades [3]. - The report emphasizes the ongoing strong demand for AI-related products, particularly in high-performance chips and advanced packaging, as well as the anticipated upgrade cycle in AI end-user applications [3]. Market Overview - The overall market performance for the week of October 7-11, 2024, showed a decline in major indices: Shanghai Composite Index down 3.56%, Shenzhen Component Index down 4.45%, and ChiNext Index down 3.41%. In contrast, the STAR 50 Index increased by 3.04% [7]. - The semiconductor sector showed resilience with the Wind Semiconductor Index rising by 1.75%, while the Philadelphia Semiconductor Index and Taiwan Semiconductor Index increased by 2.48% and 6.05%, respectively [7]. Segment Performance - Within the electronic sector, the top-performing sub-sectors for the week included digital chip design (+5.84%), semiconductors (+4.36%), and discrete devices (+3.41%) [1]. - Notable individual stock performances included Guomin Technology (+42.59%), JieJie Microelectronics (+27.54%), and Runxin Technology (+26.88%), while the largest declines were seen in Lite-On Optoelectronics (-17.26%) and Kosen Technology (-16.72%) [14]. Industry News - Global PC shipments increased by 1% year-on-year in Q3 2024, marking the fourth consecutive quarter of growth, with total shipments reaching 66.4 million units. Notebooks saw a 2.8% increase, while desktop shipments fell by 4.6% [37]. - AMD launched its new flagship AI chip, the AMD Instinct MI325X GPU, which features HBM3E high-bandwidth memory and achieves a peak AI performance of 21 PFLOPS [37]. - ByteDance's Doubao introduced the AI smart earphone Ola Friend, priced at 1199 yuan, which integrates advanced voice interaction capabilities [37].