电子行业先进科技主题周报-周观点：马斯克xAI公司将推出Grok聊天机器人应用，英伟达发布新AI硬件

Investment Rating - The industry investment rating is maintained at "Overweight" [7] Core Views - The report highlights the significant growth potential in the generative AI sector, emphasizing the importance of commercialization and the expansion of computing power facilities as a key area for investment [7] - The competitive landscape in the AI market is intensifying, particularly with the launch of xAI's Grok chatbot application, which aims to attract users in a market dominated by free offerings from competitors like OpenAI and Google [4] - Nvidia's introduction of new AI hardware, such as the H200 NVL PCIe GPU, is expected to enhance performance in generative AI applications, indicating a strong demand for high-capacity GPUs [5] Market Review - The report notes recent performance metrics for major indices, with the Shanghai Composite Index closing at 3326.46 points, reflecting a weekly increase of +1.81% [3] - The report also mentions the performance of the AI sector, with the China Artificial Intelligence Index showing a weekly increase of +2.07%, aligning with broader market trends [3] Investment Suggestions - The report suggests focusing on specific sectors within the AI and technology landscape, including: 1. AI/Optical Modules: Benefiting from competitive dynamics and strong demand, with recommended companies including NewEase, Zhongji Xuchuang, and Tianfu Communication [7] 2. PCB: Companies like Pengding Holdings and Shennan Circuits are highlighted for their potential gains from Nvidia and Apple supply chains [7] 3. Low-altitude Economy: Companies such as Lais Information and Sujiao Ke are recommended due to favorable policy support [7] 4. Beijing Stock Exchange: Companies with stable fundamentals and performance support, such as Airong Software and Haidar, are suggested for investment [7]