AMD更新GPUroadmap，特斯拉展示robotaxi场景

Investment Rating - The report maintains an investment rating of "Outperform" for the communication sector [1]. Core Insights - The communication sector is transitioning from a sentiment-driven surge to a more stable increase driven by policy precision and fundamental improvements. AI computing power remains a key focus, with potential in IoT, military informationization, and satellite internet sectors [3][12]. - Demand for NVIDIA's Blackwell GPUs is exceptionally strong, with orders sold out for the next year. The market is shifting from concerns over supply chain uncertainties to expectations of increased shipments and order catalysts [1][12]. - AMD has released its latest GPU roadmap, showcasing significant advancements in AI chips and network capabilities, which are expected to enhance competition with NVIDIA [4][13]. - Tesla's recent showcase of its robotaxi vision is anticipated to drive growth in multi-modal perception, cloud computing power, and in-vehicle Ethernet [5][14]. Summary by Sections 1. Weekly Perspective and Investment Recommendations - The communication sector experienced a slight adjustment of -1.99%. The market is expected to seek policy-driven improvements and fundamental enhancements for a moderate rise [3][12]. - Key companies to watch include those in AI computing, AI networking, autonomous driving toolchains, and in-vehicle Ethernet [6][15]. 2. Market Review - Overall market performance for the week (October 8 - October 11, 2024) showed a decline, with the communication index down by -1.99% and the Shanghai Composite Index down by -3.56% [16][22]. - The top-performing sectors included optical modules (+6.05%) and operators (+0.99%) [16]. 3. News Announcements - Significant announcements include AMD's launch of the MI325X AI GPU, which boasts 256 GB of HBM3e memory and is expected to outperform NVIDIA's H200 in specific workloads [25][26]. - Tesla's robotaxi initiative is projected to catalyze advancements in autonomous driving technology and related infrastructure [5][14]. 4. Industry News - Global data center infrastructure spending is projected to reach $231.5 billion in 2024, reflecting a year-on-year growth of 35.7% [30]. - Huawei's domestic smartphone sales have surpassed Apple's for the first time in 46 months, indicating a shift in market dynamics [30].