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半导体行业月度深度跟踪：半导体月度销售额持续回暖，关注华为手机等新品浪潮（更新）-20230913-招商证券

半导体月度销售额持续回暖，关注华为手机等新品浪潮半导体行业月度深度跟踪目前国内外半导体公司 23Q2业绩披露完毕，半导体产业链各环节公司业绩分化明显，半导体月度销售额已数月环比提升，行业景气周期整体有望逐步触底回暖，华为 Mate60 系列手机低调开售迅速引发市场关注，建议关注下半年手机和汽车等新品发布对市场的带动效应，关注新技术应用爆发和需求/库存边际变化对半导体板块带来的提升，同时关注自主

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