Sou Hu Cai Jing·2025-11-09 02:42Core Insights - Huang Renxun's frequent visits to TSMC indicate a strong demand for Nvidia's new chips, driven by the explosive growth of the AI industry [4][5] - The shortage of storage chips highlights ongoing demand in the semiconductor supply chain, which is crucial for long-term investment strategies in A-shares [4][5] Industry Dynamics - Nvidia's latest chip requirements are soaring, with both GPU and CPU demands increasing significantly, reflecting the broader AI industry's rapid expansion [4] - Huang Renxun's statement about the diverse applications of Nvidia's GPUs, including AI, scientific research, and quantum computing, underscores the company's competitive advantage and resilience against potential competition from companies like Google and Amazon [4] Investment Strategy - Long-term investment in A-shares should focus on companies with technological barriers and strong performance that align with the growth of the AI industry, particularly in semiconductor manufacturing and storage sectors [5] - The ongoing demand in the AI supply chain suggests that companies involved in chip manufacturing and related industries will continue to see sustained growth, making them attractive for long-term investment [5]