英伟达股价创历史新高，台积电10月营收创历史新高

Investment Rating - The report maintains a positive investment rating for the electronics industry, specifically stating "看好" (optimistic) [1]. Core Insights - The semiconductor sector has seen a year-to-date increase of +30.07%, with significant gains in other electronic sub-sectors as well. Notably, the semiconductor sector experienced a weekly increase of +11.98% [4]. - NVIDIA's stock price reached a historical high, closing at $147.63, reflecting a year-to-date increase of +202%. TSMC reported a record revenue of 314.24 billion NTD for October, marking a year-on-year growth of +29.2% [1][4]. - TSMC has raised its revenue forecast for 2024, expecting nearly a 30% year-on-year growth in USD revenue, driven by a significant increase in revenue from AI server processors [1]. - The report emphasizes the importance of AI in the global technology sector, highlighting its current phase of resonance between "cloud and edge" and "inference and training" [1]. - Suggested companies to watch include both overseas and domestic AI-related firms, such as Industrial Fulian, Huadian Co., and Cambricon [1]. Summary by Sections Market Tracking - The report notes a general rise in the Shenwan Electronics Index, with various sub-sectors showing positive performance year-to-date and weekly [4]. Individual Stock Performance - Key stocks in the semiconductor sector, such as Zhongke Feimeng and Guoxin Technology, saw significant weekly increases of +42.13% and +37.25%, respectively [8]. - In the consumer electronics sector, stocks like Weimiao Electronics and Langte Intelligent experienced notable gains of +44.91% and +32.49% [10]. Important Announcements - Semiconductor equipment company SMIC Shanghai adjusted its revenue forecast for 2024, now expecting between 5.6 billion to 5.88 billion RMB [15]. - Dinglong Co. plans to raise up to 910 million RMB through convertible bonds for projects related to semiconductor materials [16]. - Crystal Source plans to acquire Easy Charge Technology, which specializes in wireless charging chips, indicating strong growth potential in this segment [17].