电子算力周跟踪：英伟达B系列GPU交付开启，关注台积电、CSP10月下旬业绩会催化

Industry Investment Rating - The report maintains a "Strong Overweight" rating for the industry [3] Core Views - The CPU/GPU sector saw broad gains this week, with Cambricon up 28 48%, Hygon up 26 84%, Loongson up 20 35%, Nvidia up 6 19%, Intel up 3 85%, and AMD up 0 07% [1] - In the foundry sector, SMIC surged 39 84%, hitting three consecutive limit-ups [1] - The cloud computing sector experienced a pullback, with SenseTime down 17 92% [1] - Nvidia's B-series GPU deliveries have begun, with Microsoft Azure being the first CSP to receive GB200 superchips [2] - OpenAI and Nvidia have delivered the first engineering version of DGX B200 [2] - Foxconn is building the world's largest GB200 manufacturing plant in Mexico, with NVL 72 server capacity expected to reach 20,000 units by 2025 [2] - OpenAI's DevDay focused on enhancing its developer ecosystem with four new features: real-time API, visual fine-tuning, prompt caching, and model distillation [3] - OpenAI launched Canvas, a new interactive interface for collaborative writing and coding projects [3] - Pika 1 5 was released with new effects like explosion, melting, and crushing, while Meta's Movie Gen model can generate 1080P, 16-second videos at 16fps [5] - China Telecom completed the first domestically produced 10,000-card, trillion-parameter model training, marking a milestone in domestic AI model development [6] - Pika's traffic surged significantly after the release of Pika 1 5, while Leonardo ai's traffic continued to climb, surpassing Midjourney [7] Sector Performance - CPU/GPU sector: Cambricon (+28 48%), Hygon (+26 84%), Loongson (+20 35%), Nvidia (+6 19%), Intel (+3 85%), AMD (+0 07%) [1] - Foundry sector: SMIC (+39 84%) [1] - Cloud computing sector: SenseTime (-17 92%) [1] - Storage sector: GigaDevice (+5 35%), Montage Technology (+17 24%) [10] - Data center hardware: InnoLight (+7 45%), TFC (+9 35%), Wus Printed Circuit (+9 81%), Shengyi Technology (+8 31%) [10] - Advanced packaging: Tongfu Microelectronics (+8 78%), Huatian Technology (+12 63%) [10] Key Companies to Watch - Domestic computing power chain: Cambricon, Hygon, Loongson, Centec [8] - Data center hardware: InnoLight, Foxconn Industrial Internet, TFC, Wus Printed Circuit, Shengyi Technology [8]