东海证券表示，华为正式发布原生鸿蒙与nova 13系列，荣耀发布Magic OS 9.0，AI与消费电子产业链持续催化。国信证券指出，宏观事件密集周，半导体细分龙头仍是配置主线。半导体在近2年的下行周期里完成了较为充分的去库存和供给侧出清，如今在AI算力需求的边际拉动下、在新一轮终端AI化的创新预期中，行业正迎来具备较强持续性的上行周期。
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