Investment Rating - The industry is rated as "Outperforming the Market - A" with a maintained rating [4] Core Insights - The report highlights significant advancements in domestic CPU technology with the launch of Longxin 3C6000 processors, achieving a performance improvement of 60%-110% compared to previous generations [1] - Micron Technology reported a record revenue of $9.3 billion for Q3 2025, driven by strong demand for NAND and HBM products, with a 50% increase in HBM revenue [3] - Xiaomi's AI glasses were launched, weighing only 40 grams and featuring a 12MP camera, indicating a growing trend in the AI glasses market, which is expected to see rapid expansion [2] Industry Performance - The electronic sector saw a 4.61% increase in the week of June 23-29, 2025, ranking 7th among 31 industries [9][25] - The absolute return for the electronic sector over 12 months is 35.3%, with a relative return of 21.7% [6] Investment Recommendations - Suggested companies to focus on include Shenghong Technology, Huadian Co., and other key players in the AI glasses and storage sectors [10]
电子行业周报：龙芯3C6000国产处理器发布，美光Q3业绩、指引超预期-20250629
Guotou Securities·2025-06-29 11:42