电子周跟踪：苹果大力投资美国本土，小米双Ultra点燃市场热情

Investment Rating - The report maintains an "Outperform" rating for the electronic industry, indicating expected growth exceeding the benchmark index by over 10% [9][53]. Core Insights - Apple is significantly increasing its investment in the U.S. technology sector, committing $500 billion over the next four years to expand domestic operations, including AI server manufacturing [10][11]. - Xiaomi's launch of the SU7 Ultra and 15 Ultra models showcases high performance and competitive pricing, which is expected to drive demand in the consumer electronics sector [11]. - NVIDIA's financial performance continues to impress, with a 114% year-over-year revenue increase, reaching $130.5 billion, driven by strong demand for AI-related products and services [11][10]. Market Overview - The overall market experienced a decline during the week of February 24-28, 2025, with the Shanghai Composite Index down 1.72% and the Shenzhen Component Index down 3.46% [9][24]. - The semiconductor sector showed mixed performance, with semiconductor materials gaining 0.42%, while digital chip design and semiconductor equipment saw declines of 2.14% and 3.45%, respectively [9][24]. Company Performance - Notable stock performances included Aojie Technology-U (+30.00%), Chip Origin Technology (+27.41%), and Zhuoyue Technology (+26.38%) [9][26]. - Conversely, companies like Shengyi Electronics (-24.29%) and *ST Tongzhou (-21.01%) faced significant declines [9][26]. Industry News - Apple’s investment will create approximately 20,000 jobs focused on R&D, chip engineering, software development, and AI [10][11]. - Samsung has signed an agreement with Yangtze Memory Technologies to utilize their patented technology in NAND flash memory production, enhancing reliability and production efficiency [10][11]. - Lenovo has launched the YOGA AIPC, integrating a large model AI system for enhanced user experience without relying on cloud services [10][11].