过去两周（05.10-05.23），沪深300 上涨2.76%，电子行业上涨2.44%，跑输沪深300 指数0.32 个百分点；其中，半导体板块上涨3.57%，电子制造板块上涨4.35%，其他电子板块上涨2.20%，光学光电子板块上涨0.91%，元件板块下跌2.27%。

1． 本周观点及投资建议 .................................................................................................................................................. 4
2． 市场行情回顾 .............................................................................................................................................................. 5
3． 行业及公司动态回顾 .................................................................................................................................................. 7
3.1 半导体 ·········································································································································································· 7
3.2 电子制造 ······································································································································································ 9
3.3 汽车电子 ···································································································································································· 10
4． 重点公司公告速览 .................................................................................................................................................... 11
5． 风险提示 ................................................................................................................................................................... 12