美大选尘埃落定，自主可控助AI技术变革

Core Viewpoints - The report highlights the trend of self-reliance in the semiconductor industry, driven by the U.S.-China trade tensions initiated in 2018, which has led to a focus on domestic semiconductor equipment and materials as long-term investment opportunities [1] - The communication industry is expected to see an acceleration in overseas expansion of Chinese companies, supported by cost and technology advantages, despite tightening U.S. policies [1] - The media industry is advised to focus on advancements in AI applications, with expectations of innovation breakthroughs in the context of a recovering domestic economy and strong AI demand [2] Electronic Industry - The semiconductor industry is anticipated to continue its trend towards self-sufficiency, with specific recommendations to focus on semiconductor materials such as Huahai Chengke (688535), Yake Technology (002409), and Qingyi Optoelectronics (688138) [2] - Investment opportunities in semiconductor equipment include Beifang Huachuang (002371), Tuojing Technology (688072), and Zhongke Feice (688361) [2] - Integrated circuit packaging and testing companies recommended include Tongfu Microelectronics (002156), Changdian Technology (600584), and Yongxi Electronics (688362) [3] Communication Industry - The report suggests a positive outlook for domestic operators expanding their growth trajectories, driven by AI boosting global demand for optical communication and developments in quantum communication [3] - Recommended companies in this sector include China Mobile (600941), China Unicom (600050), and China Telecom (601728), along with optical module companies such as Zhongji Xuchuang (300308) and Xinyi Technology (300502) [3] Media Industry - The report emphasizes the importance of focusing on leading internet companies in Hong Kong and AI application companies, recommending Tencent Holdings (0700), Bilibili-W (9626), and Kuaishou-W (1024) [3] - AI application companies highlighted include Kunlun Wanwei (300418) and Meitu Inc. (1357) [3]