电子行业周报:中芯国际三季度产能利用率与ASP双增,百度公布昆仑芯五年路线图

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(以下内容从东海证券《电子行业周报:中芯国际三季度产能利用率与ASP双增,百度公布昆仑芯五年路线图》研报附件原文摘录)投资要点:电子板块观点:中芯国际发布三季度财报,产能利用率进一步提升,ASP环比增长3.8%,主要系产品结构优化所致,展望四季度淡季不淡,产线将继续保持满载,体现半导体行业复苏态势持续。百度发布文心大模型5.0以及昆仑芯M100、M300和相关超节点产品,未来五年将保持“五年五芯”...

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