天風證券:電子行業關注AI催化及二季度細分板塊業績彈性
天風證券研報指出,展望二季度電子行業,建議關注設計板塊SoC/ASIC/存儲/CIS二季度業績彈性。端側AI SoC芯片公司受益於端側AI硬件滲透率釋放,一季度業績已體現高增長,疊加6-7月AI眼鏡密集發佈,後續展望樂觀。ASIC公司收入增速逐步體現,Deepseek入局助力快速發展。CIS受益智能車需求帶動需求迭升。模擬板塊工業控制市場復甦信號已現。存儲板塊預估二季度存儲器合約價漲幅將擴大,企業級產品持續推進,帶動業績環比增長。設備材料板塊,頭部廠商一季度業績表現亮眼,同時行業在新一輪併購重組及資本運作推動下加速資源整合,助力本土頭部企業打造綜合技術平臺並強化全球競爭力。
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