电子周跟踪：Manus推出全球首款通用型AI Agent，博通一季度业绩超预期

Investment Rating - The report maintains an investment rating of "Leading the Market-A" for the electronic industry [1]. Core Insights - The introduction of Manus, the world's first universal AI agent, is expected to accelerate AI application deployment and increase demand for AI computing power [8]. - Broadcom's first-quarter performance exceeded expectations, with a 25% year-on-year revenue growth, reaching $14.6 billion, and a 48.9% increase in non-GAAP net profit [5][43]. Market Performance Summary - The overall market saw significant gains during the week of March 3-7, 2025, with the Shanghai Composite Index rising by 1.56%, the Shenzhen Component Index by 2.19%, and the Semiconductor Index by 2.48% [12][4]. - The semiconductor equipment sector led the gains with a 4.53% increase, followed by analog chip design at 3.65% and discrete devices at 3.52% [4][12]. - Notable individual stock performances included Zhu Cheng Technology (+41.38%), San De Technology (+36.67%), and Vision Smart (+36.28%) [4][22]. Industry News Summary - China is set to promote RISC-V open-source chip applications, marking a significant step towards reducing reliance on Western technology [5][43]. - The NAND Flash and DRAM markets are expected to see improved supply-demand dynamics, with NAND contract prices projected to rebound by the end of Q2 2025 [43]. - TSMC announced an increase in its investment in advanced semiconductor manufacturing in the U.S. to$ 165 billion, with production expected to ramp up by 2030 [43]