Zheng Quan Shi Bao·2025-12-24 04:33Core Insights - The AI hardware sector is experiencing significant growth, with key players like Nvidia and its supply chain companies reaching new historical highs in stock prices [1][3][5] - Nvidia plans to deliver its H200 AI chips to Chinese customers by mid-February 2024, with an expected shipment of 5,000 to 10,000 modules, translating to approximately 40,000 to 80,000 chips [1] - The GB300 server series from Nvidia is expected to see a substantial increase in shipments, with a projected 129% year-on-year growth, reaching 55,000 units in 2024 [2] Nvidia's Supply Chain Developments - Nvidia's core suppliers, including Zhongji Xuchuang and Yingweike, have also achieved record stock prices, indicating strong market performance [5] - Zhongji Xuchuang has validated both EML and silicon photonics solutions with key clients, suggesting a potential increase in market share and profit margins [5] - Yingweike has made inroads into the North American market and is expected to secure a share of Nvidia's supply chain [5][6] Market Competition and Growth - The competition in the AI computing market is intensifying, with Google's TPU business posing challenges to Nvidia; however, this competition is expected to drive down computing costs and accelerate technological innovation across the industry [2] - Analysts predict that 26 Nvidia-related stocks will see net profit growth exceeding 25% in 2026 and 2027, indicating strong future performance [6] Stock Performance and Predictions - Zhongji Xuchuang has seen a remarkable increase of over 400% in stock price this year, with 32 instances of reaching historical highs [3][7] - Other notable stocks in the Nvidia ecosystem, such as Weichuang Technology and Maigemeite, are also projected to have significant net profit growth, with respective predictions of 69.82% and 111.25% for the next year [7]