近期，多家海外云厂商公布了最新一期业绩报告。其中，微软FY2023Q4营收为561.9亿美元，同比增长8%，净利润为200.8亿美元，同比增长20%；Alphabet 2023Q2营收为746.04亿美元，同比增长7%。净利润为183.68亿美元，同比增长15%；Meta 2023Q2营收为319.99亿美元，同比增长11%，净利润为77.88亿美元，同比增长16%。

Equipment Type: Optical proximity sensors for general-purpose industrial controls Industry: Electrical equipment manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Other cable, cord, and flexible conduit fittings Industry: Wiring device manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Other cable, cord, and flexible conduit fittings Industry: Wiring device manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Nonoptical proximity sensors for general-purpose industrial controls Industry: Electrical equipment manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

Equipment Type: Movement sensors for general-purpose industrial controls Industry: Electrical equipment manufacturing The equipment described in this report are primarily defined by its title since the title is generally long and includes most of the criteria used to differentiate the equipment from other similar equipment. The equipment descriptions are sourced from the U.S. Census. Additionally descriptions can be collected from the manufacturing industry descriptions that each equipment is categorized. The U.S. Census manufacturing industry descriptions for equipment are listed below

营收：23Q2，AMD 实现收入 53.59 亿美元，同比-18%，毛利率环比 +2pct 至 46%，运营亏损为 2,000 万美元，净收入为 2,700 万美元，每股摊薄收益为 0.02 美元。按非通用会计准则，毛利率为 50%，运营收入为 11 亿美元，净收入为 9.48 亿美元，每股摊薄收益为 0.58 美元。

新技术、新应用、“OLED”对 DDIC 需求持续拉动。智能手机、平板、PC、电视等传统显示是 DDIC 的基本盘，车载显示屏、AR/VR 等新型显示成为 DDIC 的增量市场。随着显示面板尺寸和清晰度升级，其对DDIC 的数量和规格需求也在升级。相较于 LCD，OLED DDIC 制程更先进，工艺难度更高。新技术、新应用、“OLED”成为拉动 DDIC 需求的三个关键因素。

7126，小鹏与大众联合发布公告，签署战略技术合作签订框架协议。大众未来或将把小鹏的800V碳化硅平台、智能驾驶、智能座舱等技术引入江淮大众的产品阵列中。此前奥迪与上汽智己的合作、比亚迪与丰田的合作，都说明中国汽车企业在上述领域中的技术前瞻，更多外资车企的技术采购与合作也将促进前瞻技术和功能加速投放到市场，也为相关技术和产业链的出海带来更大的可能性。我们看到在此轮汽车智能化浪潮中，自主品牌电子电气架构的平台化优势充分凸显，重申汽车电子三条投资主线:智驾、SiC、和智能座舱。产业链标的有:斯达半导、禾赛、舜宇、联创、京东方精电等。