电子行业周报：英伟达FQ2业绩超预期，领益智造AI终端及通讯类营收+30％

Investment Rating - The report maintains a positive outlook on the electronic industry, rating it as "Overweight" [3] Core Insights - Nvidia's FQ2 results exceeded expectations, with revenue of $30 billion, a year-over-year increase of 122%, and a net profit of $16.6 billion, up 168% year-over-year [9] - Lianyi Intelligent Manufacturing reported a 25% year-over-year revenue growth in H1 2024, driven by a 30% increase in AI terminal and communication revenue [11] - The report highlights the anticipated upgrades in Apple's products, particularly in cooling and charging technologies, which are expected to benefit Lianyi as a core supplier [11] Summary by Sections Weekly Market Review - From August 26 to August 30, major indices showed strong performance, with the Shenzhen Composite Index rising by 2.52% and the Shanghai Composite Index declining by 0.43% [5][6] - Key stocks with significant gains included Kaisheng Technology (26.39%), Changxin Technology (23.20%), and Lianyi Intelligent Manufacturing (16.71%) [5][6] Nvidia's Financial Performance - Nvidia's FQ2 revenue was $30 billion, surpassing the expected $28.9 billion, with a gross margin of 75.1% [9][10] - Data center revenue reached $26.3 billion, a 154% increase year-over-year, while gaming revenue was $2.88 billion, up 16% [9][10] Lianyi Intelligent Manufacturing's Performance - Lianyi's H1 2024 revenue was 19.12 billion yuan, a 25.06% increase year-over-year, with a net profit of 0.692 billion yuan, down 44.53% [11] - The company is focusing on building an AI terminal hardware manufacturing platform, anticipating significant upgrades in Apple's upcoming products [11] Upcoming Events - Apple announced a product launch event on September 10, expected to unveil the first AI iPhone [12] - The global wearable wristband device market saw Huawei and Xiaomi ranking second and third, respectively, in Q2 2024 [12]