电子行业周报：Blackwell现已全面投入生产，看好端侧AI硬件创新浪潮

Investment Rating - The report maintains a "Buy" rating for companies such as Lixun Precision, and "Overweight" for companies like Huadian Technology and Blackwell [2][31]. Core Insights - The report highlights the potential of edge AI hardware, particularly with the launch of Rokid Glasses, which integrates advanced AI functionalities and is expected to drive user penetration in the AI market [1][25]. - Nvidia's revenue surged by 94% to $35.1 billion in Q3 2024, driven by the demand for AI products, with the Blackwell product line now in full production [1][26]. - The semiconductor market reached $166 billion in Q3 2024, marking a 10.7% increase from the previous quarter, with a year-on-year growth of 23.2% [14][28]. Summary by Sections 1. Market Review - The overall market saw a decline, with the semiconductor sector underperforming, dropping 3.29% during the period from November 18 to November 22 [8][9]. 2. Sub-industry News 2.1 Semiconductor - The semiconductor market experienced significant growth, with Nvidia leading in revenue at $35.1 billion, followed by Samsung and Broadcom [14][19]. - China's semiconductor industry is expanding, with a notable increase in exports of blank masks from South Korea [14]. 2.2 AI, IoT, and Automotive Electronics - Nvidia launched new AI hardware, including the H200 NVL PCIe GPU, aimed at enhancing AI computing capabilities [17][19]. 2.3 Innovative Electronics & Wearables - Rokid introduced the Rokid Glasses, showcasing a lightweight design and advanced AI features, indicating a strong market potential for wearable AI devices [1][25]. 2.4 Mobile & 5G - OPPO expanded its manufacturing capacity in Indonesia, aiming for a monthly production of 2 million smartphones [22]. 2.5 LCD & LED - Liyad launched a new high-end MIP production line, enhancing its capabilities in Micro LED technology [23]. 3. Industry Investment Strategy - The report emphasizes the importance of edge AI devices and suggests focusing on companies involved in AI hardware and semiconductor manufacturing, highlighting the growth potential in these sectors [1][25][28].