核心观点半导体:中芯国际25Q4 收入环比增速超出指引上限,创下历史新高。公司判断传统消费电子领域的存储器短缺问题有望在26Q3 迎来缓解。消费电子:苹果将于3 月初举办体验活动,iPhone 17e、入门级MacBook 等新品有望在本次活动中亮相发布,本次新品矩阵以产品梯度完善与常规迭代升级为主。汽车电子:特斯拉首台量产CyberCab 下线,迈出Robotaxi 商业化落地关键一步。行业动态...
Source Link核心观点半导体:中芯国际25Q4 收入环比增速超出指引上限,创下历史新高。公司判断传统消费电子领域的存储器短缺问题有望在26Q3 迎来缓解。消费电子:苹果将于3 月初举办体验活动,iPhone 17e、入门级MacBook 等新品有望在本次活动中亮相发布,本次新品矩阵以产品梯度完善与常规迭代升级为主。汽车电子:特斯拉首台量产CyberCab 下线,迈出Robotaxi 商业化落地关键一步。行业动态...
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