Investment Rating - The industry investment rating is maintained at "Overweight" [4] Core Views - The report highlights that the hardware sector is expected to take over from the software sector, becoming a resilient investment during market fluctuations, with a target valuation for AI hardware leaders at 30X [8] - The report emphasizes the potential of AI hardware and suggests focusing on specific sectors such as AI new consumption scenarios, PCB, optical modules, and satellite internet [8] Market Review - The Shanghai Composite Index closed at 3391.88 points with a weekly change of -0.36%, while the Shenzhen Component Index closed at 10713.07 points with a weekly change of -0.73% [4] - The ChiNext Index closed at 2235.26 points with a weekly change of -1.4%, and the CSI 300 Index closed at 3933.18 points with a weekly change of -1.01% [4] Technology Industry Insights - Google released the AI model Gemini 2.0 on December 12, featuring new functionalities including native image generation and audio output, enhancing its utility in AI applications [5] - OpenAI launched the Sora Turbo video model on December 10, which can generate videos up to 1080p resolution and offers various editing features, indicating rapid advancements in AI model capabilities [6] Investment Recommendations - The report recommends focusing on the following sectors: 1. AI new consumption scenarios: Suggested companies include Sitaiwei and Doctor Glasses [8] 2. PCB: Beneficiaries from the Nvidia and Apple supply chains include Dongshan Precision and Pengding Holdings [8] 3. Optical modules: Companies like Xinyi Technology and Zhongji Xuchuang are highlighted due to favorable competitive dynamics [8] 4. Satellite internet: Companies such as Xinwei Communication are recommended based on domestic and overseas developments [8]
电子行业先进科技主题周报周观点：谷歌发布AI大模型Gemini2.0，OpenAI推出文生视频Sora Turbo
Shanghai Securities·2024-12-18 02:05