电子行业周报:苹果出货量预期稳健,AI应用持续落地
!"#$%&'()*+,-.*////////////////////////////////////////////////////////////////////012345// [Table_Title] !"#$%&'()*+,-./01AI 234567 [Table_IndNameRptType] !" !"#$ [Table_IndRank] !"#$%&' !"#$%2024-09-22 [Table_Chart] !"%&'() 300 *+,- [Table_Author] ./01234 &'()*%S0010523060001 +,%chenyaobo@hazq.com [Table_Author] ./01567 &'()*%S0010524020002 +,%limeixian@hazq.com [Table_Author] ./0189: &'()*%S0010523120005 +,%liuzhilai@hazq.com [Table_Author] ./015;< &'()*%S0010524070001 +,%liyc@hazq.com ()*+% [Table_Summary] l =#!>?@ A%&BC:DE=#F2024-09-18 G 2024-09-20HEIJ%&#KLM+1.21%E)NO%KLMP+1.15%EQ"R%&KLM+0.09%ESQ 50 KLMP-1.02%ETUVW%&KLM-0.17%XRY!"%&:DEBCZ[\]^_VW.`EKMP+1.87%EabVcRBC-dEKMP-3.28%eRYfg%&:DEBCZ[\]hij%&EKMP+4.56%EBCZd\] IGBT %&EKMP-0.83%X l klmnopqrsEqtuvwxy AI z{ TechInsights -./01 iPhone16 23456789:;<=>?/2024@AB567-.8CD 7300 EFGiPhone16 ProMax -.8HIiPhone16 23J7KL4MN/OPJ74 35%G iPhone Q?RSTUVW Apple Intelligence 4XYZ[/-.\]^_`a]bc/$d AI efMg'hijklQ4mnGopq<rs/tuvI01wxyslz{pQM4J|}~/•€•‚ƒ„…†‡2025 @ iPhone17 234 NPI }~/$dXYˆ4‰lŠ‹QGŒ€/tu-.•Ž2•• 10 ‘’_`^a]“g”•M–—^/˜™š@<›œ••p•žŸ 4¡Q¢5/£¤$d•Ž2p AI ¥Z¦_§Ql¨©Ÿ/‰ª«¬-®¯ƒw4°±G |}~•1 kl€"•‚ƒ„…†‡ˆ‰Š†‡ˆ‹Œ•Že~•••‘’“”ˆ•–hV—X uv€"•‚ƒ˜™š›Fœ•SžŸ ¡¢£Hˆ¤¥VWe~•••¦§Ž¨ˆ©PVWˆª«Sž—X l ¬- Office œ®¯°±1šO O1 ²³EAI ´µ¶·¸¹ º¬- Copilot \»¼½¾¿ÀIECEO ÁÂÃÄ¿1µ AI ÅÆEÇÈÉÊ\œËÌÊÍ——Web+Work+Pages ÎÏxyX =ÐÑÒÓÔ11HCopilot PagesEÕÖרÙÚEÛ܈ÝÞˆßÊÕàáOX¬-âãP“äå¶æç¿”X2Hè霮¯ Copilot °±1Excel êëì AI íO\ Python îïE&ðñòóôõöe÷øíOPPTEùúÕûüX3HCopilot “ýþ1ÿä!"!"#Í$X´µ%\&'¸¹E()*+,º-.º|}/À•0B1Ú23456Blackwell GPU \78E-q9:5;<•\='pq>?@AX |}~•1‚ƒBSËCE~•••Ì"D —X l EFõ1 úGHIpqEžJKîHIpq l #ËL†M 1H NOPhQRéS RoboSense öTUQìVWX“ýEŸ~jY/Z¾›[FRoboSenseH 2H Dell'Oro $\1œ•]"± WLAN 9:^C_`ab Wi-Fi7 cµdPeFDell'OroH -30%-20%-10%0%10%20%30%9/2312/233/246/24电⼦(申万)沪深300[Table_CompanyRptType] !"Zf !"#$%&'()*+,-.* 2/26 012345 !"#$ 1 ²³†´µ¶·¸g'Q¹º» ...................................................................................................................................... 4 1.1 fMg'´¹ ....................................................................................................................................................................... 4 1.2 IOT g'´¹ ........................................................................................................................................................................ 6 1.3 {¼g'´¹ ....................................................................................................................................................................... 9 1.4 ½¾g'´¹ ..................................................................................................................................................................... 12 1.5 ¿À·¸g'´¹ ............................................................................................................................................................. 14 1.6 ABÁÂg'´¹ .........................................................................
[华安证券]:电子行业周报:苹果出货量预期稳健,AI应用持续落地,点击即可下载。报告格式为PDF,大小5.94M,页数26页,欢迎下载。
