Economic Indicators - Guosen Weekly High-tech Manufacturing Diffusion Index A recorded 0.4, while Index B was at 52.2, indicating continued growth[20] - The prices of acrylonitrile rose by 100 CNY/ton to 9850 CNY/ton, while lithium hexafluorophosphate increased by 0.1 million CNY/ton to 61,000 CNY/ton[9] Market Trends - The price of dynamic random access memory (DRAM) remained stable at 0.7830 USD, and the wafer price increased by 0.05 USD to 2.44 USD per piece[9] - The Zhongguancun electronic product price index for LCDs remained unchanged at 91.04[9] Industry Insights - The aerospace and new energy sectors are experiencing improved market conditions, while the semiconductor, pharmaceutical, and computer industries remain stable[20] - On December 19, a court hearing regarding the lawsuit between Arm and Qualcomm could significantly impact the rapidly growing AI PC market[22]
高技术制造业宏观周报国信周频高技术制造业扩散指数涨幅继续扩大
Guoxin Securities·2024-12-20 10:35