电子周跟踪：英伟达细化Blackwell产品系列，华为正式发布原生鸿蒙操作系统

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the electronics industry [4][45]. Core Insights - The overall market saw an increase during the week of October 21-25, 2024, with the Shanghai Composite Index rising by 1.17%, Shenzhen Component Index by 2.53%, and the ChiNext Index by 2.00% [12][14]. - Nvidia has refined its Blackwell product line, with the B300 series expected to start shipping in Q2 to Q3 of 2025, reflecting confidence from large cloud service providers in future AI applications [4][42]. - Huawei officially launched its native HarmonyOS NEXT, marking a significant step towards self-controlled operating systems in China, with over 1 billion devices in the Harmony ecosystem [4][42]. - Tesla reported Q3 2024 revenues of $25.182 billion, a year-on-year increase of 8%, with significant growth in energy revenue [4][42]. Market Overview - The overall market performance for the week included a 2.14% increase in the Shenwan Electronics Index and a 4.68% rise in the Wind Semiconductor Index [12][14]. - The top-performing sectors included discrete devices (+9.29%), optical optoelectronics (+6.63%), and other electronics (+5.98%) [12][14]. Company Performance - Notable stock performances included Fulede (+129.62%), Lierda (+126.91%), and Hualing Co. (+88.45%) [20]. - Companies like Lexin Technology and Zhaoyi Innovation reported significant revenue growth in Q3 2024, with increases of 49.96% and 42.83% respectively [4][3]. Industry News - Nvidia's product line adjustments are expected to cater to the performance needs of large cloud service providers, indicating a strategic focus on AI applications [4][42]. - The semiconductor industry anticipates a rebound in wafer shipments in 2025, driven by increasing demand from AI and advanced manufacturing applications [42].