电子行业半导体周跟踪：豆包带动市场情绪高涨，关注下周字节FORCE大会

Investment Rating - The industry rating is "Outperform the Market" [6] Core Views - The semiconductor sector is experiencing varied performance across sub-sectors, with digital chips showing significant gains, while other segments like equipment and materials are facing declines [2][3] - The upcoming Byte FORCE conference is expected to showcase advancements in AI applications, particularly with the Doubao app leading the market in user engagement [2] - The DRAM market is under pressure with ongoing price wars, leading to expectations of a greater decline in prices than previously anticipated [4] Summary by Sections Semiconductor Sector - The overall semiconductor index saw increases, with the Shenwan and Philadelphia semiconductor indices rising by 0.62% and 2.61% respectively [2] - Specific stocks within the SoC segment experienced substantial gains, such as Lexin Technology (+50.2%) and Zhongke Blue Communication (+34.4%) [3] Storage Sector - The storage sector showed mixed results, with notable increases in stocks like Purun Shares (+37.2%) despite a general decline in demand for smartphones and PCs [4] Analog Sector - The analog sector had varied performance, with companies like Shengjing Micro (+12.4%) and Tiande Yu (+9.3%) showing positive trends, while others faced declines [5] Communication Sector - The communication sector saw minor fluctuations, with Longxun Shares increasing by 34.2%, indicating potential opportunities in the AI glasses market [7] Power Sector - The power sector experienced mixed results, with Dongni Electronics rising by 10.2%, while others faced declines, highlighting the need to monitor supply chain changes from foreign manufacturers [7] Equipment Sector - The equipment sector faced a general pullback, with significant declines in stocks like Zhongwei Company (-7.21%) and Jingshi Technology (-7.04%) [8] Manufacturing Sector - The wafer foundry sector showed a recovery trend, with companies like SMIC and Huahong's utilization rates improving significantly [8] Packaging and Testing Sector - The packaging and testing sector had mixed results, with Yongxi Electronics increasing by 4.07% following a convertible bond announcement [9] Materials Sector - The materials sector experienced slight declines, with companies like Yake Technology decreasing by 2.56%, indicating ongoing challenges in the market [9]