电子行业周报：后美国大选时代科技投资方向：聚焦国产替代，算力与特斯拉产业链

Investment Rating - The report maintains an investment rating of "Outperform the Market - A" for the electronic industry [4]. Core Insights - The report highlights the potential for domestic semiconductor replacement opportunities, particularly in the context of ongoing U.S. sanctions against Chinese semiconductor companies, which may accelerate the domestic replacement process [1]. - Tesla's advancements in Robotaxi and humanoid robots are noted, with a recommendation to focus on the related industry chain developments [2]. - The global smartphone market has shown continuous growth for four consecutive quarters, with a 2% year-on-year increase in shipments and a 10% increase in revenue for Q3 2024 [3]. Summary by Sections Semiconductor Industry - The global semiconductor sales reached $166 billion in Q3 2024, marking a 23.2% year-on-year increase and a 10.7% quarter-on-quarter increase [12][44]. - Key domestic companies in the semiconductor sector are recommended for investment, including Longxin Zhongke, Haiguang Information, and Cambrian [8]. SiC Industry - The report emphasizes the clear advantages of domestic replacement in the SiC industry, with increasing penetration rates and domestic manufacturers making significant progress [6]. - Wolfspeed plans to close a SiC factory due to declining demand from automotive customers, highlighting the impact of electric vehicle sales on SiC chip demand [46]. Consumer Electronics - The report notes that the global smartphone market has seen a shipment of 307 million units in Q3 2024, with a 10% increase in revenue, reaching the highest level for a third quarter [3][48]. - Domestic smartphone brands are facing cost pressures due to rising prices of upstream components, leading to a wave of price increases for flagship models [27]. Market Performance - The electronic sector saw a weekly increase of 9.36% from November 4 to November 8, 2024, with semiconductor stocks showing the highest gains at 11.98% [7][52]. - The report lists top-performing stocks in the electronic sector, with notable increases for companies like Landai Technology and Weimao Electronics [53]. Investment Recommendations - The report suggests focusing on the semiconductor industry, Tesla's supply chain, and the smartphone industry for potential investment opportunities [8].