文 | 彭琦沈晓涵荣耀启动上市辅导,苹果预计下半年启动首款折叠屏手机开发——电子行业周报本周(2025.6.23-2025.6.29)市场回顾1)海外AI芯片指数本周上涨9.2%,本周海外芯片指数迎来较大涨幅,随着微软、Meta、亚马逊等云计算巨头厂商扩大资本开支,将带动对算力芯片的需求预期。2)国内AI芯片指数本周上涨5.3%。国内芯片公司股价表现分化较大,中芯国际股价上涨10%以上,恒玄科技...
Source Link文 | 彭琦沈晓涵荣耀启动上市辅导,苹果预计下半年启动首款折叠屏手机开发——电子行业周报本周(2025.6.23-2025.6.29)市场回顾1)海外AI芯片指数本周上涨9.2%,本周海外芯片指数迎来较大涨幅,随着微软、Meta、亚马逊等云计算巨头厂商扩大资本开支,将带动对算力芯片的需求预期。2)国内AI芯片指数本周上涨5.3%。国内芯片公司股价表现分化较大,中芯国际股价上涨10%以上,恒玄科技...
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