行情速递 / Part 01 ① 大盘指数， 北证50 (+3.27%)/深证成指(+2.19%)/创业板指(+1.86%)/科创50 (+1.39%)/上证指数(+1.29%)/ ①半导体封测，美国加利福尼亚州北区地方法院作出正式裁决/驳回了韩国三星电子对中国中兴通讯发起的FRAND （公平、合理且非歧视的许可）合同诉讼及反垄断诉讼/从目前局势来看/三星电子在英、美、中、巴等国的诉讼中均 遭遇失利/向ETSI的投诉也已撤回/中兴在全球专利博弈中占据明显主动/ ②半导体投资联盟，现代汽车集团将从2026年开始在美国汽车工厂引入其子公司波士顿动力公司生产的人工智能人 形机器人/并计划在未来几年部署超过3万台/以应对美国总统特朗普的关税政策对其北美利润造成的挤压/ ②TMT领涨板块，SW光学元件(+5.62%)/SW通信线缆及配套(+5.09%)/SW通信应用增值服务(+4.13%)/ 国内新闻 / Part 02 ①艾邦ARAI眼镜资讯，昀光科技12英寸Micro OLED产线开工/产线将实现0.13~1.32英寸全系列高端硅基微显示面板 的规模化量产/形成年产约6万片12英寸晶圆的产能/等效可产出约8000万 ...

Core Insights - The 2025 World VR Industry Conference opened in Nanchang, Jiangxi Province, focusing on the theme "VR makes the world more exciting - VR + AI opens a digital future" [1] - The integration of virtual reality (VR) with artificial intelligence (AI) and other advanced information technologies is seen as a key driver for the deep integration of the real economy and the digital economy [1] - The Ministry of Industry and Information Technology aims to leverage the opportunities presented by the integration of VR and AI to enhance innovation, optimize product supply, and strengthen international cooperation for high-quality development of the VR industry [1] Industry Developments - Jiangxi Province plans to seize the opportunities of VR and AI integration by gathering resources and promoting innovation to build a robust VR industry cluster [1] - The provincial government aims to create a world-class VR center by enhancing the scale, level, and cluster of the VR industry, while also focusing on key core technologies and efficient collaboration between industry, academia, and research [2] - The conference featured nine specialized forums and a VR industry investment promotion event, alongside the 7th VR/AR Industry Expo, which attracted over a hundred enterprises and industry organizations [2]