电子行业周报:中芯国际、华虹二季度业绩优于指引,GPT-5正式发布

东海证券
Aug 11

(以下内容从东海证券《电子行业周报:中芯国际、华虹二季度业绩优于指引,GPT-5正式发布》研报附件原文摘录)投资要点:电子板块观点:中芯国际、华虹发布二季度财报,整体业绩表现优于指引,产能利用率高企,ASP同比均有所上涨;OpenAI正式发布GPT-5,擅长生成代码、修复漏洞等问题,同时显著解决模型幻觉问题。当前电子行业需求处于温和复苏阶段,建议关注AI服务器产业链、AIOT、设备材料、汽车电子...

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