电子行业周报：苹果选择阿里巴巴合作，新款iPhone SE即将问世

Investment Rating - The report maintains a "Buy" rating for Inspur Information (000977.SZ) and recommends "Increase" for Luxshare Precision (002475.SZ), Zhongji Xuchuang (300308.SZ), and Tianfu Communication (300394.SZ) [8][14]. Core Insights - Apple has chosen Alibaba as its local partner in China, opting out of collaborations with DeepSeek and Tencent, indicating a strategic shift towards more transparent and capable partners in AI development [3][11]. - A new iPhone SE is set to be launched on February 19, featuring significant upgrades such as a larger screen, Face ID, and the A18 chip, marking the end of the Home button era [6][12]. - The electronic industry overall saw a 0.27% increase from February 10 to February 14, ranking 21st among sectors, with a current P/E ratio of 58.01 [20][22]. Summary by Sections Recent Developments - Apple confirmed its partnership with Alibaba at the World Governments Summit 2025, emphasizing the need for a local partner in China [3][11]. - The upcoming iPhone SE will be similar to the iPhone 14, featuring advanced technology and a new internal modem chip [6][12]. Market Performance - The electronic sector's performance was mixed, with significant gains in segments like analog chip design and printed circuit boards [20][25]. - The report highlights the top-performing stocks in the electronic sector, including Li Erda and Lianchuang Electronics, with notable weekly increases [28]. Company Valuations and Earnings Forecasts - The report provides earnings per share (EPS) and price-to-earnings (P/E) ratios for key companies, indicating strong growth potential for several firms in the electronic sector [8][14].