半导体行业月度深度跟踪：电子大厂持续发力，关注科八条影响和24Q2业绩趋势

Summary of Conference Call Company/Industry Involved - The conference call was organized by China Merchants Securities, targeting professional investment institutions and invited guests [1] Core Points and Arguments - The content of the call represents personal opinions and does not constitute investment advice [1] - Any recording, reproduction, or dissemination of the information without prior written consent from China Merchants Securities is prohibited [1] Other Important but Potentially Overlooked Content - The company reserves all legal rights in case of violations regarding the dissemination of the information shared during the call [1]