【风口研报】英伟达Rubin逐步下单+Asic需求提速

Group 1 - Nvidia's Rubin is gradually increasing orders, and the demand for ASICs is accelerating, indicating that Q布 demand is expected to exceed expectations [1] - The company is simultaneously advancing customer sampling and capacity expansion, which is likely to enhance its full industry chain layout in the future [1] - The EU GSR regulation is contributing significantly to incremental demand for the company [1]