通信行业周报：英伟达首批DGX B200开始出货，百度萝卜快跑谋“出海”

Investment Rating - The report maintains an "Accumulate" rating for the industry [1]. Core Insights - The first batch of NVIDIA DGX B200 has begun shipping, which is expected to benefit related sectors. The DGX B200 is equipped with 8 NVIDIA Blackwell GPUs and achieves training and inference performance that is 3 times and 15 times better than previous generations, respectively [1][4]. - Baidu's autonomous taxi service, "Luobo Kuaipao," is planning to expand overseas, which is anticipated to benefit related industries. The service will launch with the latest autonomous driving model, ADFM, and is in discussions with foreign automotive manufacturers and ride-hailing platforms [1][4][16]. - Omdia predicts that the number of 5G RedCap connections will reach nearly 1 billion by 2030, growing at a remarkable compound annual growth rate (CAGR) of 66%. This highlights the increasing influence of 5G technology in the IoT sector [1][4][17]. Market Review - During the week of October 7-11, the A-share Shenwan Communication Index fell by 1.99%, outperforming the CSI 300 Index by 1.26 percentage points and the ChiNext Index by 1.41 percentage points. Among the 31 first-level sub-industries, the communication sector ranked 5th in terms of weekly performance [6][10]. - In the Shenwan secondary industry, the communication equipment sector decreased by 0.93%, while the communication services sector dropped by 4.21% [6][8]. Investment Recommendations - For the computing optical module sector, it is recommended to pay attention to companies such as Zhongji Xuchuang, Tianfu Communication, and Xinyi Sheng [5]. - In the Beidou navigation sector, companies like Huace Navigation and Meiansen are suggested for consideration [5]. - In the IoT sector, it is advised to focus on Yiyuan Communication and Guanghetong [5].