【国元研究】电子行业周报——中芯国际和华虹半导体25Q2业绩高于指引，iPhone 17镜头有望迎来升级

国元研究2025-08-12

文 | 彭琦沈晓涵中芯国际和华虹半导体25Q2业绩高于指引，iPhone 17镜头有望迎来升级——电子行业周报本周（2025.8.4-2025.8.10）市场回顾1）海外AI芯片指数本周上涨4.66%，英伟达和博通股价上涨超5%，Marvell股价上涨3.88%，台积电和MPS涨幅在2%以上，AMD小幅涨幅。2）国内AI芯片指数本周下跌0.6%。澜起科技股价上涨11.19%，长电科技和寒武纪小幅...

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S0020524010002","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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