电子行业周报：政策托底，库存缓解，关注顺周期方向

   1  2020 5G AI 1  2 3 5G  7 21 7 24 7 31 7 ifind TrendForce 23Q3DRAM0~5%NANDFlash3~8% SK 23Q4NANDFlashWafer 5 NAND SK NAND 5%-10% TrendForce TrendForce 23Q2 23Q2 +34.1%/+117.7% +15.9%/+27.5% 7 WitsView2023 WitsViewTrendForce2023.7.20 4.0 AI+ 84HarmonyOS AI AI+ MTK MTK AI SoC AI Meta Llama2 AI ifind ifind ifind ifind ifind ifind ifind ifind ifind