电子行业半导体周跟踪：豆包家族更新升级，半导体产业链持续受益

Investment Rating - The industry rating is "Outperform the Market" [9] Core Insights - The semiconductor sector has shown significant price fluctuations, with notable increases in companies like Huagong Information (+5.9%) and Cambricon (+19%), while others like Longxin Zhongke have decreased (-7.4%) [1] - ByteDance's recent upgrade of its Doubao large model is expected to benefit domestic computing power companies, indicating a positive trend for the industry [1] - The semiconductor index has seen a rise of 7.48% this week, with the semiconductor transaction volume accounting for 6.4% of the total A-share market, reflecting a growing interest in the sector [24] Summary by Sections Digital Chips - The digital chip sector has experienced varied stock price movements, with notable gains in companies like Loxin Technology (+23%) and Ruixin Micro (+21%) [1] - OpenAI's release of an SDK for microcontrollers is expected to enhance the integration of AI capabilities in projects using Loxin chips [1] Simulation - The simulation sector has shown significant differences in stock performance, with companies like Fuman Micro (+17.1%) performing well, while others like Naxin Micro (-9.4%) faced declines [3] Packaging and Testing - The packaging and testing sector has seen a notable increase of 4.03%, with companies like Yongxi Electronics (+18.04%) leading the gains [4] Equipment - The equipment sector has rebounded, with companies like Jingzhida (+14.83%) showing strong performance, primarily due to the removal of sanctions on key players [11] Storage - The storage sector has seen all stocks rise, with Zhaoyi Innovation increasing by 21.7%, driven by strong demand in the data center segment [32] Manufacturing - The wafer foundry sector has shown a significant increase of 4.52%, with companies like SMIC rising by 13.6% [33] Focused Companies - The report highlights key companies to watch, including Cambricon, SMIC, Naxin Micro, Longxin Zhongke, Huafeng Measurement, and Loxin Technology [12]