??????????4??14?¥æ?? ?¨ä?A?¡ä?大æ???°é??ä½?é«?å¼?ï¼??©ç??æ²?????æ·±æ?????²é????½ï???ä¸??¿æ?????¡ä?è¡?ï¼?????æ²???å°?å¹?ä¸????¥è???é«?3342.86?¹ï?æ·±æ????????ä¸??¿æ??æ¨????´ç??ï¼?ä¸?大æ???°é??ä½??¶æ¶¨ï¼??¶ä¸­æ²????¨çº¿äº?è¿??³ï???ä¸??»å¹´7??11?¥ä»¥?¥ç???¶ç???°é????þ@?ï¼?ç§???50???°å??åºþ@¤§æ¶??涨å?è¶?è¿?3ï¼???

???????³æ?¶ç??ï¼?æ²???æ¶?.6ï¼?ï¼???338.15?¹ï?æ·±æ????æ¶?.51ï¼?ï¼???1800.09?¹ï???ä¸??¿æ??æ¶?.93ï¼?ï¼???428.09?¹ï?ç§???50???°æ¶¨3.28ï¼?ï¼???136.21?¹ã??æ²?·±ä¸¤å???计æ??交é?11150.36亿å??ï¼?????èµ???å®?????ä¹°å??4.24亿å????两å?39?¡æ¶¨??ï¼???T?¡ï?ï¼?6?¡è?????

????è¡?ä¸?表ç?°æ?¹é????½æ???å±????µå???å­þ@??????导ä???è´µé??å±???汽车?´è½¦ç­?涨å?????ï¼???游é??åº??????²ã??????ä¼?åª?????ä¸??¾è´§???¿é??è¡?ä¸?ç­??¿å??è·?å¹?????ï¼?é¢????¹é???Chiplet?????»è?¶ã???ºæ????å±???EDA??OLED??éº?éº??µæ???æ°???????é»?????人é??å¤??³ç?æ¦?念纷纷活è·???

???????¹æ?¿å??

??????导ä??¿å??大涨ï¼???æµ·é???????¹å????????äº??ºè?½ã???????????èµ??¾è?¡ä»½???¶æ?¹ç??????³çº¯ç§????????¨ç?????ç»?çº??å¼?????ç§?è£?å¤?ç­???ä½?涨å??ï¼?????ç§????????å¾???å¯?ä¹?å¾·ã??å¾??ç§?????????ç¡?ç­?涨è?10ï¼?ï¼?

????è´µé??å±??¿å??é«?å¼?é«?èµ°ï???å·?é»?????ä¸?¶¦èµ?æº???é¹?欣è?æº?涨å??ï¼????þA?¡ä»½??西é?¨é?????ç´????¿ä?涨å?å±???ï¼?

????ä¸??头æ?¿å????ä¸?????ä¸?·¥?½é??涨å??ï¼?ä¸??½ç?ä¼???ä¸??è½?§¦??涨å??ï¼???工奥????ä¸??½æ±½????ä¸??¢å?½é??ç­?è·?æ¶??

???????µæ??¿å??æ´»è?ï¼?æ°¸å?´æ????涨å??ï¼?天å???°è?½ã??天å????µã??ä¸??¿è?æº???èµ??¾è?¡ä»½ç­?äºþ=???ºè?²è¡¨?°ï?

?????»è???¡æ´»è·?ï¼????????©æ¶¨??ï¼??¾è¿ª?????ä¹?ç¿?ç¥?å·????¥ç??»ç????äº??¹å?»è???è·???èµ°é?ï¼?

????汽车?´è½¦?¿å????å¼¹ï?ä¸???è½þA????¿å??汽车???¿å?汽车??äº???客车ä¸???ç¨?åºþ??æ¶??

?????µå??æ¦?念å??è°?ï¼??þ>?¹ç???è·???ï¼??¼å?ä¹°ã?????¨è?¡ä»½????ç»?äº??¨ã????å®??¡ä»½çº·çº·?????

????????ä¼?åª??¿å???¾è??è°??´ï?????ä¼?åª???ä¸????¨çº¿??奥é?娱ä????°å??ç½????°ç??¸ã??人æ?ç½???ä½?大è?ï¼?

??????游é??åº??¿å??é¢?è·?ï¼??¤æ?²æ?????涨å??å¤?ï¼?å²????§è?¡ã????é©?¸¸ä¹?????äº???åº?纷纷è·?è¶?6ï¼?ï¼?ä¹?????游ã??å¼?家ç????大è??£ä?è·?è¶?5ï¼?ï¼?

?????þ>?¹ä¸ª?

????ä¸?季度???©é?å¢?113ï¼?-161ï¼?ï¼?大æ????©æ¶¨??ï¼?

????ä¸?季度?£é?????©æ¶¦??æ¯?å¢???3.59ï¼?ï¼???è§?ç§???涨å??ï¼?

????ä¸?季度???©æ¶¦é¢?å¢?43.54ï¼?ï½?75.44ï¼?ï¼?æµ??½ç?µå??涨å??ï¼?

????ä¸?季度???©é?å¢?70.83ï¼???5.07ï¼?ï¼??¶è½®?¡ä»½æ¶¨å??ï¼?

????ä¸?季度???©å??æ¯?é¢?å¢?171ï¼?-200ï¼?ï¼????¹å????涨å??ï¼?

?????ºæ??è§??

????å±?????å¸?ï¼???大è??¸å????称ï?5????????ï¼?ç¾????¨å¤§æ¦?????æ­¢å??????ä½??¸å??????¾é????使å??©ç??ä¼??¨é?ä½?ç»´æ??ä¸?段æ?¶é?´ï???ç»????è·?è¸??¶è?ä¿¡è´·?¶ç¼©å¼?????é£??©ä?件ï?å¦?ç¾??½å??ä¸??°äº§é£??©ã??欧洲????稳å?é£??©å?ç¾??½ç??????ä¼?导ç?ï¼?????稳å?é£??©å?³æ³¨åºþ=????ç»???????·ä????¡å??ºï?è¡°é??é£??©å??????稳å?é£??©æ??ç»??¨å??é»??????¿é?©ä»·?¼ã???½ç?¶æ?¥æ????ä»·å·²???°é?ï¼?ä½????¥ç??ºå????©ç????ç¾??????°ä»¥??ç¾??½ç?æµ??ºæ???¢èµ°?¿é?½ç?¸å??©å?é»???ï¼???å¸?ä»???ä¸?å®???ä¸?è¡?空é?´ã??

????ä¸?¿¡å»ºæ??认为ï¼?å½???å¸??ºæ??ä»???????åºþ@??????å¸??ºé??¼è?è¡?é£??¼å??平衡ï¼???èµ?????»§ç»??´ç?TMT?¿å?????¨é?ä½?????»¥??å¯??????²ç??ä¸?å­£æ?¥å??¾æ?ºä?ï¼?ä¿???ä»?ä½??????£ã????ç½??¹å??ä¸?ï¼?ä¸????³æ³¨é£???é¥???ï¼??»ç?????¡ï?äº????ä¸??????³æ³¨??©º?ºå?ºã????åº?é¤?é¥?????游æ???ºï?ä¸?????ä¸??¹ä¼°?¼ä?ç³»â????è¦???è§?ï¼????¶æ?°å?ç»?æµ??¹å??ä¾??¶æ???ä¸?主线ï¼?ä¿?????导ä???ä¿¡å???¿å??è¾?é«?????ç½????级ã??

????ä¸???è¯??¸å»ºè®????ç½????åºþ@??è¡¡ä?ï¼?AI???¨å????ï¼????¨æ????AI+??延伸ï¼?对ç?æµ?å¤???主线ï¼??°äº§???¨è?½ã???»è????äº?ä¸??¿å??ä¼??²æ???¡ç?æ¦?念ï?以å??è´µé??å±?ç«?ä¸?2000ç¾???ä¸?æµ·å???ç±»æ?????é£??©ä???è´µç???å±?èµ?æº??¡ã??ä½?ä¼°å?¼ç???¨å??ä¸??头个?¡ç???