Nvidia(US:NVDA) 智通财经网·2025-07-08 00:42Group 1: Semiconductor Industry Insights - Demand for NVIDIA's B200 chips continues to exceed supply capabilities, indicating growth potential in upcoming quarters [1] - Despite NVIDIA's increasing production capacity, supply for B200-based PCIe solutions remains tight, with a preference for shipping the GB200 series [1] - This strategic shift may benefit model builders, NeoCloud, supercomputing centers, and sovereign data centers that require enhanced network capabilities [1] Group 2: Hard Drive Market Dynamics - Western Digital (WDC) and Seagate Technology (STX) are expected to benefit from increasing demand due to limited production capacity and no current expansion plans in the industry [2] - The current advantage of perpendicular magnetic recording (PMR) technology may provide short-term benefits to Western Digital, while Seagate is shifting more capacity to heat-assisted magnetic recording (HAMR) technology [2] - The report highlights Asian fund managers' unexpected reaction to the recent strong performance of the U.S. stock market, expressing concerns over potential policy risks [2]