电子行业周报：闪极AI智能眼镜发布，GB200具有5000根NVLink铜缆

Investment Rating - The report maintains an "Overweight" rating for the industry [1] Core Insights - The report highlights the release of the new AI smart glasses by Flash Extreme, which is expected to benefit the related industry chain [1] - The GB200 features 5000 NVLink copper cables, indicating a positive outlook for the high-speed copper connection industry as AI server demand grows [1][14] - The domestic semiconductor equipment sales are projected to grow by 35% in 2024, exceeding 110 billion yuan, suggesting a speeding up of the domestic substitution process [1][15][42] - SK Hynix plans to build an AI chip packaging factory, which is expected to benefit the advanced packaging industry chain [1][4][41] Summary by Sections Market Review - During the week of December 16-20, the A-share Shenwan Electronics Index rose by 3.55%, outperforming the CSI 300 Index by 3.69 percentage points [1][45] - The semiconductor sector saw a notable increase of 5.4%, while electronic chemicals II had a modest rise of 0.43% [1][46] Investment Recommendations - The report suggests focusing on companies benefiting from hardware innovation in the AI edge sector, such as Guoguang Electric, Edifier, and others [1][6] - For high-speed copper connections, companies like Wolong Nuclear Materials and Jingda Co. are recommended [1][43] - In advanced packaging, attention is drawn to companies like Yongxi Electronics and Zhongfu Circuit [1][43]