电子行业周报：大国科技博弈升级，半导体自主可控重中之重-20251012

Investment Rating - Investment rating for the electronics industry is "Overweight" (maintained) [1] Core Insights - The electronics industry index experienced a weekly decline of 2.5%, with optical and optoelectronics showing a slight increase of 0.9%, while consumer electronics and semiconductors fell by 3.6% and 3.1% respectively [3] - The ongoing U.S.-China trade tensions have intensified, leading to a drop in major U.S. stock indices, including a 3.6% decline in the Nasdaq [3] - New product launches in AI terminals, such as Meta's AR glasses and Tesla's FSD v14, indicate a growing market for AI applications [4] - The demand for storage solutions is expected to enter a "super cycle," with significant partnerships being formed between major companies like Samsung and OpenAI [5] - TSMC reported a substantial year-on-year revenue increase of 31.4% in September, highlighting the strong demand in the semiconductor sector [5] Market Review - The electronics industry index saw a decline of 2.5% during the week of October 6-10, 2025, with notable movements in various sectors [3] - Major companies like Nvidia and AMD are experiencing renewed demand due to advancements in AI models, which are increasing computational power requirements [4] - The semiconductor supply chain is facing increased scrutiny due to U.S. export controls, which may impact companies like Qualcomm and others involved in the semiconductor industry [6]