电子行业研究周报:GEMINI3.0强化TPU降本逻辑 AI眼镜有望迈向起量元年

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Nov 30

市场回顾:美国宏观风险有所缓解,全球科技指数修复本周(2025.11.24-2025.11.28),电子行业指数周涨跌幅为6.17%,其中消费电子涨8%,半导体涨5.4%、光学光电涨+3.4%。中芯国际港股和工业富联本周收盘价相对开盘价收平、华虹半导体涨1.7%、寒武纪涨6.6%。海外方面,美联储态度转鸽,投资者押注12 月降息25bp,当前概率达86.3%。风偏修复之下,纳斯达克指数本周涨5%,...

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