Di Yi Cai Jing·2025-10-29 06:05Core Insights - Multiple Nvidia concept stocks in A-shares saw significant increases, with Industrial Fulian rising by 7.16%, Jingwang Electronics by over 5%, and Huajin Technology by 4.94% [2] - Nvidia's CEO Jensen Huang announced investments in Nokia and confirmed the full production of the Blackwell chip, projecting revenues exceeding $500 billion from Blackwell and Rubin chips by 2026 [2][3] - The AI industry's strong demand is driving the need for comprehensive and collaborative computing infrastructure, as more users adopt AI technologies [2] Company Performance - Industrial Fulian reported a revenue of 360.76 billion yuan for the first half of 2025, a year-on-year increase of 35.58%, with a net profit of 12.11 billion yuan, up 38.61% [3] - The company's AI server revenue grew over 60% year-on-year, benefiting from increased capital expenditures by cloud service providers and a higher proportion of AI infrastructure investments [3] - Jingwang Electronics achieved a revenue of 7.095 billion yuan, a 20.93% increase, but its net profit decreased by 1.06% to 650 million yuan; however, its net profit excluding share-based payments rose by 9.55% [3] Industry Opportunities - The high certainty of AI demand is creating numerous opportunities in sectors such as AI servers, optical modules, liquid cooling, and high-end PCBs, leading to increased market optimism for players in Nvidia's supply chain [3] - Jingwang Electronics announced a 5 billion yuan investment in Zhuhai Jinwan to enhance high-end production capacity and address bottlenecks in technology [4] - The company expressed confidence in the sustainable market demand for high-end products, indicating manageable pressure on capacity digestion [4]