电子行业周报：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 electronics industry, consistent with the previous rating [1]. Core Insights - The upcoming U.S. presidential election is highlighted as a significant event, with a recommendation to focus on high-quality AI stocks. The report emphasizes that the AI sector is a competitive and strategically important area in global technology, with North American tech giants currently leading [1]. - The report notes that the domestic AI sector in China is expected to see the emergence of high-quality companies due to anticipated economic recovery and significant market demand, despite existing gaps compared to North American counterparts [1]. Industry Summary - The report indicates that the majority of the Shenwan Electronics sector experienced declines this week. The year-to-date performance of various sub-sectors is as follows: 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 for the sub-sectors shows: Semiconductors (-4.27%), Other Electronics II (-3.88%), Components (-1.92%), Optical Electronics (+4.06%), Consumer Electronics (-1.45%), and Electronic Chemicals II (-2.38%) [4][5]. - Key North American tech stocks mostly declined this week, with notable changes including Apple (-3.67%), Tesla (-7.51%), and TSMC (-5.16%). However, Intel saw a slight increase of +2.29% [1][5]. Stock Performance - In the semiconductor sector, top gainers included Xinxiang Micro (+30.15%) and Tongfu Microelectronics (+26.31%), while top losers were 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%), with top losers including 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 Jingcai Technology (-22.78%) and Zeceng Electronics (-17.15%) were the biggest losers [11]. - The optical electronics sector had Huaying Technology (+61.11%) and Fuguang Co. (+52.40%) as top gainers, while Jingwei Huikai (-24.86%) and Changyang Technology (-12.98%) faced significant losses [12]. - In the electronic chemicals sector, Tiancheng Technology (+19.93%) and Lekai New Materials (+13.33%) were the top gainers, while Silane Technology (-12.20%) and Guangxin Materials (-9.10%) were the biggest losers [14].