美联储维持基本利率，关注GPU市场多元化发展

Investment Rating - The semiconductor industry is currently undergoing a cyclical adjustment, with a recent weekly increase of 4.40% in the Philadelphia Semiconductor Index [16]. Core Insights - Nvidia's GPU shipments are rapidly increasing, with a total of approximately 3.76 million data center GPUs shipped in 2023, up from 2.64 million in 2022, maintaining a 98% market share [8][16]. - The demand for AI is growing rapidly, and Nvidia's supply is struggling to meet the entire market demand, with AMD and Intel attempting to fill the market gap [8][16]. - Broadcom reported a net revenue of $12.487 billion for Q2 2024, a 43% year-over-year increase, driven by AI demand [9][12]. Summary by Sections Market Review - The US stock market experienced adjustments from June 10 to June 14, 2024, with the Dow Jones, S&P 500, and Nasdaq showing weekly changes of -0.72%, +1.32%, and +2.89%, respectively [2]. Individual Stock Performance - Key semiconductor stocks showed varied performance: TSMC (+2.59%), Intel (-1.49%), AMD (-0.44%), Broadcom (+20.45%), Nvidia (+8.28%) [5][7]. Events/Policy Analysis - Nvidia's GPU shipments reached approximately 3.76 million units in 2023, with a revenue share of 98%, totaling $36.2 billion, which is more than three times that of 2022 [8][16]. - Broadcom's integration of VMware is progressing well, with AI driving revenue growth, reporting a 280% increase in AI revenue to $3.1 billion [9][12]. Investment Recommendations - The report suggests focusing on Nvidia (NVDA.O), AMD (AMD.O), Intel (INTC.O), TSMC (TSM.N), and Qualcomm (QCOM.O) due to their strong market positions and growth potential in the AI sector [16].