电子行业周报：英伟达被中国立案调查，谷歌官宣新系统AndroidXR

Investment Rating - The report maintains a "Buy" rating for several companies, including Yidao Information, Guoguang Electric, Tongfu Microelectronics, GoerTek, and others [7][22][24]. Core Insights - The electronic industry showed a mixed performance with a slight increase of 0.22% from December 9 to December 13, ranking 14th among the sectors [32]. - Nvidia is under investigation by Chinese authorities for alleged violations of antitrust laws related to its acquisition of Mellanox Technologies, which may shift market focus towards domestic computing power solutions [4][20]. - Google announced the launch of a new operating system, Android XR, in collaboration with Samsung, aimed at enhancing user experience in head-mounted devices and smart glasses [5][21]. Summary by Sections Weekly Review - The electronic industry experienced a 0.22% increase during the week of December 9-13, with a price-to-earnings (P/E) ratio of 42.02 [32]. - Among the electronic sub-sectors, other electronics, LED, and brand consumer electronics saw the highest gains [38]. Company Focus - Nvidia's investigation is expected to lead to increased attention on domestic computing power, suggesting a focus on the Ascend 910C supply chain, including companies like Yihua Technology and Huafeng Technology [4][20]. - The report highlights several companies with strong earnings forecasts, including Yidao Information and Guoguang Electric, both rated as "Buy" [7][22][24]. Market Dynamics - The report notes that the semiconductor industry is facing challenges due to geopolitical tensions and potential sanctions, which could impact production and R&D [7]. - The overall performance of overseas semiconductor leaders showed a mixed trend, with Broadcom leading in gains and AMD experiencing significant declines [26]. Key Company Recommendations - The report recommends focusing on companies involved in the AI glasses supply chain, such as Doctor Glasses and Edifier, following the launch of Android XR [5][21]. - Specific companies are highlighted for their growth potential, including Tongfu Microelectronics and Longji Technology, which are expected to benefit from market shifts [7][22][24].