电子行业周报：端侧AI眼镜持续催化，英伟达B300设计调整将重新流片

Investment Rating - The report suggests a cautious outlook on the electronic industry, indicating a moderate recovery phase with specific focus on AI-driven sectors and consumer electronics [4][40]. Core Insights - The report highlights the ongoing trend of edge AI applications, particularly the surge in AI glasses, with multiple manufacturers entering the market. It recommends monitoring the related supply chain as AI technology continues to evolve [3][23]. - NVIDIA's upcoming B300 Tensor Core GPU is expected to enhance computational power by 50% compared to its predecessor, indicating significant advancements in processing capabilities for AI and high-performance computing [24][57]. - The electronic industry is currently experiencing a mild recovery, with four main investment themes identified: AIOT, AI-driven innovations, and domestic supply chain replacements in semiconductor equipment and materials [25][23]. Summary by Sections Industry Performance - The electronic sector underperformed the broader market, with the Shenwan Electronics Index declining by 0.66% while the CSI 300 Index rose by 1.36%, resulting in a 2.02 percentage point underperformance [4][40]. - As of December 27, 2024, the performance of sub-sectors included: Semiconductors (-0.39%), Electronic Components (+1.32%), Optical Electronics (-2.16%), Consumer Electronics (-0.86%), and Electronic Chemicals (-3.69%) [40][42]. Key Developments - The report notes the launch of various AI glasses by companies such as Ray-Ban Meta, Rokid, and Snap, indicating a growing interest in this technology and its potential applications [3][23]. - The International Consumer Electronics Show (CES 2025) is anticipated to showcase new AI glasses from several tech companies, further emphasizing the industry's focus on this segment [3]. Investment Recommendations - The report recommends focusing on specific companies within the AIOT sector, such as Lexin Technology and Horizon Technology, as well as those involved in AI-driven innovations and domestic semiconductor supply chain replacements [25][23]. - It also highlights the potential for recovery in the consumer electronics cycle, suggesting companies like Weir Shares and Zhaoyi Innovation as key players to watch [6].