电子行业周报：中芯国际25Q4收入环增超指引；CYBERCAB量产下线

中信建投证券02-24

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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