电子行业先进科技主题周报-周观点：英伟达CES发布多款产品，驱动AI赋能全行业

Investment Rating - The industry investment rating is maintained at "Overweight" [2] Core Views - The report highlights that NVIDIA's recent CES announcements, including the launch of the GeForce RTX 50 series GPUs, are expected to drive AI empowerment across various sectors, indicating a strong outlook for the hardware segment to complement software during market fluctuations [6][7] - The report suggests that AI hardware leaders are likely to see a valuation recovery to 30X, with specific sectors recommended for attention, including AI new consumption scenarios, PCB, optical modules, and satellite internet [8] Market Review - The Shanghai Composite Index closed at 3168.52 points with a weekly decline of -1.34%, while the Shenzhen Component Index and the ChiNext Index also experienced declines of -1.02% and -2.02% respectively. The CSI Artificial Intelligence Index, however, reported a slight increase of +0.18%, outperforming the broader market [4] Industry Dynamics - NVIDIA's CEO Jensen Huang presented significant advancements in AI, robotics, gaming, and autonomous driving at CES, showcasing new products that enhance automation and data analysis capabilities [7] - The report emphasizes the introduction of five new RTX 50 series GPUs, with notable specifications such as the RTX 5070 maintaining 12GB GDDR7 memory and a high memory bandwidth of 533GB/s, while also offering improved performance at competitive pricing compared to previous generations [7] - The report identifies key companies to watch in various sectors, including Hengxuan Technology, Eastcompeace Technology, and Xinwei Communication, which are positioned to benefit from trends in AI and related technologies [8]