Company Insights - Nvidia is under further investigation by the State Administration for Market Regulation for violating the Anti-Monopoly Law of the People's Republic of China, related to its acquisition of Mellanox Technologies six years ago, which may lead to increased transparency in Nvidia's market strategies and provide more growth opportunities for domestic GPU manufacturers [4] Industry Insights - The medical device sector is expected to improve in the second half of the year, with companies beginning to show positive performance based on their operational trends, and the current valuation of the sector is considered reasonable, indicating potential for valuation switching [10] - The low-altitude economy is gaining attention as various regions implement development policies, with significant orders for eVTOL manufacturers and a clear trend towards large-scale development of the industry chain [11]
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智通财经网·2025-09-16 00:27