美国大选即将落下帷幕，建议持续关注AI优质标的

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry, consistent with the previous rating [1]. Core Viewpoints - The report highlights the upcoming U.S. presidential election and suggests continued focus on high-quality AI stocks. The election results are expected to be revealed soon, which may impact market dynamics [1]. - The report notes that the current advancements in AI represent one of the most competitive and strategically significant areas in the global technology sector, with North American tech giants leading the field. However, there is potential for high-quality domestic AI companies to emerge amid a recovering macroeconomic environment in China [1]. - Recommended stocks to watch include overseas AI companies such as Industrial Fulian, Huadian Co., Shenghong Technology, and Shengyi Technology, as well as domestic AI firms like Cambricon, Haiguang Information, Xingsen Technology, and Shenzhen South Circuit [1]. Market Trends - The report indicates that the majority of the Shenwan electronic sub-indices experienced declines this week. Year-to-date performance for various segments includes: Semiconductors (+16.16%), Other Electronics II (+19.91%), Components (+25.22%), Optical Electronics (+6.08%), Consumer Electronics (+11.06%), and Electronic Chemicals II (-2.64%) [4][5]. - Weekly performance shows declines for Semiconductors (-4.27%), Other Electronics II (-3.88%), Components (-1.92%), and Consumer Electronics (-1.45%), while Optical Electronics (+4.06%) showed an increase [4][5]. Stock Performance - In the semiconductor sector, top gainers included Xinxin Microelectronics (+30.15%) and Tongfu Microelectronics (+26.31%), while top losers included Hualing Co. (-22.30%) and Kaide Quartz (-22.14%) [8][9]. - In the consumer electronics sector, top gainers were Green Precision (+110.69%) and ST Star (+43.70%), while top losers included Xinhui Technology (-20.08%) and Jiebang Technology (-16.86%) [10]. - The components sector saw East Mountain Precision (+24.65%) and Shangluo Electronics (+15.45%) as top gainers, while Jingsai Technology (-22.78%) and Zeceng Electronics (-17.15%) were the biggest losers [11]. - In the optical electronics sector, Huaying Technology (+61.11%) and Fuguang Co. (+52.40%) led the gains, while Jingwei Huikai (-24.86%) and Changyang Technology (-12.98%) faced declines [12]. - The electronic chemicals sector had Tiancheng Technology (+19.93%) and Lekai New Materials (+13.33%) as top gainers, while Silane Technology (-12.20%) and Guangxin Materials (-9.10%) were the biggest losers [14].