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国金证券-信息技术产业行业周报：AI持续迭代，关注端侧应用落地带来的投资机会-240609

AI持续迭代，关注端侧应用落地带来的投资机会投资逻辑电子板块：台积电5月营收同比增长30%,看好Q3电子拉货旺季机会。台积电5月合并营收2296亿新台币，同比增长30.1%,达到历史同期新高，主要拉动因素为AI需求持续旺盛及普通服务器需求转好。联发科5月营收为421亿新台币，达到同期次高水准，同比增长33.5%。根据 SIA数据，2024年4月全球半导体行业销售额为464亿美元，同比增长15.

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