電子行業點評報告：自主可控趨勢不可逆，國之重器代工雙雄應該重視！

東吳證券

2025/07/24

（以下內容從東吳證券《電子行業點評報告：自主可控趨勢不可逆，國之重器代工雙雄應該重視！》研報附件原文摘錄）投資要點中美科技戰持續加碼，自主可控趨勢不可逆！7月23日，美國發布AI行動計劃《Winning the AI Race:America’AI Action》，從三個方面加強對半導體的出口管制：1.通過芯片定位加強芯片出口管制，從而降低了芯片流入高風險國家地區的風險；2.除設備外，美國及其盟友...

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