过去一周行情回顾：过去一周（10.19-10.25），沪深300 下跌1.53%，电子板块下跌2.51%，跑输沪深300 指数0.98 个百分点；其中，其他电子板块上涨0.57%，半导体板块下跌5.25%，元件板块下跌3.29%，光学光电子板块下跌2.01%，电子制造板块下跌1.35%。

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 光学光电子 ···································································································································· 9

4．重点公司公告速览 ................................................................................................................... 10

5．风险提示 .................................................................................................................................. 13