Ultra2•ŽE¡¢£Q¤¥—¦•\§¨©XAMDrªwZen5«¬Er-M®¯\NPU°¥EA±²³AMD‚AIPC´µ\¶·¸¹X‚AIPC´µ\¶·¸¹Xº»•2023m10¼Š‹½¾¿XEliteE•2024m4¼Š‹½XPlus•ŽXÀÁÂÃÄÅÆÇÈÉÊ••\¥¦BCXËŠSÌ¥r)”Ís~ÎEÏÐWindowsonArm\PCno¶·EÑÀÒÓÔÕÖ×ØÙE•ComputexIŠ‹\ÀÒrÚÔt-Û\ÅgXFCanalysÜC114HlCounterpoint32024Q1ÝÞGalaxyS24•ŽßàáâOãAIäino\58%pqåænoçèi¬CounterpointResearchZ§&éE2024mêŒëìEíîGenAIFâOã„ïð¥H°¥\ð¥äiñàáð¥äiòy\óô•st½6%E/IŒëì\1.3%¡õö•€X‚2024mêŒëìEº÷ð¥äiFøŠùú>6008ûHßGenAI°¥ð¥äiòy\70%ÆIXü¨Eý‚êŒëìþÿEíîGenAI°¥\ð¥äi!"(y#A16ƒ•Ït$%30ƒX‚2024mêŒëìZ&ò\'-GenAI°¥ð¥äi(EÝÞ\GalaxyS24•Žßæ½)*¸¹Eßæ½+Ý,E-.58%\nopqXÈ(EGalaxyS24Ultra]Z&ò\GenAI°¥ð¥äiEnopq$%30%E/0/123äÜ4546—ɨ789GenAI°¥:t;<\=>X‚'-&ò\GenAI°¥ð¥äi(E(?•@ßæ½Aƒ¹BXCD14—vivoX1000EF,êG—ê|XCDÜvivoÜH5—OPPOÃIJ‚È••(K~GenAI°¥ELMAIâO\„NÜAIOPQïí—Ö-\RSTU3ä9E(?•@GenAIßæ½àáno\Ý0‘ŒXCounterpointResearchuaE2024míîGenAI°¥\ð¥äirßKVð¥äiòy\11%EWXr‚YmZ[¨\]^È2024miPhone•Ž¯ÐGenAI´µXFCounterpointResearchÜC114H-30%-20%-10%0%10%20%30%5/238/2311/232/245/24电⼦(申万)沪深300