高通与华为新发布新品，持续看好算力存力

Investment Rating - The report maintains a rating of "Outperform" for the electronic industry, indicating a positive outlook compared to the broader market [2][30]. Core Insights - The domestic computing power sector is expected to see significant improvements in supply due to rising yield rates and capacity in advanced processes, alongside a clearer commercialization model for domestic CSP manufacturers. This is anticipated to drive demand for domestic computing power in training applications [2][30]. - The storage sector is projected to experience a substantial increase in demand for DRAM and NAND due to the continuous release of large models. Supply-side improvements from new products by Yangtze Memory Technologies and Changxin Memory Technologies are expected to stimulate production capacity [2][30]. - The overseas computing power sector is witnessing rapid growth in AI-related commercial demands, with supply chains expanding and new technologies emerging. Continued attention is recommended for key overseas computing power industry chains [2][30]. Summary by Sections Market Review - The overall market saw an increase, with the electronic industry outperforming the broader market. The Shenwan Electronic Index rose by 6.05%, ranking second among 31 Shenwan industries, and has increased by 30.63% year-to-date, ranking fourth [1][13]. Weekly Focus - Huawei launched the Mate 80 series, featuring advanced technologies and pricing starting from 4699 yuan. Qualcomm introduced the fifth-generation Snapdragon 8 mobile platform, enhancing performance and capabilities for flagship mobile experiences [25][26]. Industry Analysis - The report highlights key players in the domestic computing power sector, including Semiconductor Manufacturing International Corporation and Cambrian Technology. It also identifies significant players in the NAND and DRAM semiconductor industry chain, such as Zhongwei Company and Tuojing Technology [2][30].