电子行业简评报告：2024美国大选对电子行业影响

Investment Rating - The industry investment rating is "Positive" [2][11]. Core Insights - The report highlights that Trump has announced his victory in the 2024 U.S. presidential election, which may have significant implications for the technology sector [2]. - Trump's technology policy is characterized by a dual logic of "self-reliance" and "weakening China," focusing on strategic competition with China as a primary concern [3]. - The U.S. semiconductor industry is reportedly removing Chinese suppliers from its supply chain due to increasing restrictions from Washington [4]. - In September 2023, the U.S. Department of Commerce announced new regulations to strengthen export controls on advanced semiconductor manufacturing and related technologies [5]. - The report suggests that U.S. restrictions may inadvertently stimulate China's technological self-innovation capabilities, emphasizing the need for China to focus on independent innovation in the semiconductor sector [6]. Summary by Sections Industry Overview - The report discusses the impact of the 2024 U.S. presidential election on the electronics industry, particularly in relation to semiconductor policies and competition with China [2][3]. Regulatory Environment - New regulations from the U.S. Department of Commerce are tightening controls on key technologies, which may affect global supply chains and innovation dynamics [5]. Investment Recommendations - The report recommends focusing on critical segments of the semiconductor supply chain and leading companies in niche markets [6].