金吾财讯 | 中信证券报告称，预计25Q3电子行业整体业绩延续正常需求下的增长趋势，综合来看，预计三季度业绩表现相对亮眼的细分板块有算力相关PCB龙头、存储龙头、模拟龙头、设备龙头、光学龙头、CIS（Complementary Metal-Oxide -Semiconductor Image Sensor）龙头、部分功率公司等。
该机构指，25Q4来看，看好板块超额收益，推荐算力、存储、半导体设备、消费电子四个方向的投资机会。该机构预计9-10月电子板块步入备货旺季，带动稼动率上行；基本面角度，自主可控（国产算力突围、存储厂扩产下单、逻辑厂订单确定）、AI创新（海外算力加单与扩产、端侧新品持续推出迭代）、周期景气（存储涨价）三方向均将持续景气，资本市场催化（IPO融资等事件提振）预计加速，继续坚定看好板块未来一个季度的表现。
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