华为多款重磅新品发布，AI眼镜如火如荼

Investment Rating - The industry rating is "Recommended" [6] Core Insights - The electronic sector saw a weekly increase of 2.4%, outperforming the Shanghai Composite Index which rose by 1.3% [2][17] - The semiconductor sub-sector led the gains within the electronic industry, with a rise of 3.25% [20] - The current price-to-earnings (PE) ratio for the Shenwan Electronics Index is 54.06, placing it in the 72.50 percentile over the past 10 years [25] Summary by Sections 1. Market Review - The Shenwan Electronics Index increased by 2.4% from November 25 to November 29, 2024, ranking 16th out of 31 sectors [2][17] - The semiconductor sector had the highest increase at 3.25%, while other electronic sub-sectors showed weaker performance, with a 0.60% increase [20] 2. Industry News Overview - Huawei launched the Mate 70 series and Mate X6, highlighting significant advancements in design and technology [31][48] - The AI glasses market is rapidly attracting new entrants, including startups and major tech companies like Baidu, Xiaomi, and Huawei [4][60] - Jiangsu province introduced a 15% subsidy for mobile phones, benefiting brands like Huawei, Xiaomi, and iPhone [74] - BOE's LCD TV panel shipments surged by 38.9%, maintaining a leading global market share [76][80] - AMD is reportedly entering the mobile chip market, utilizing TSMC's 3nm process technology [81][82] - IBM's Granite 3.0 AI model will be integrated with Amazon's Trainium 2 chip, enhancing AI capabilities on AWS [85]