电子行业先进科技主题周报：周观点，特朗普官宣“星际之门计划”，豆包发布大模型1.5Pro

Investment Rating - The industry investment rating is "Overweight (Maintain)" [2] Core Views - The report highlights the launch of Trump's "Gateway to the Stars" plan, which aims to invest $500 billion over the next four years to reshape the U.S. leadership in AI, creating 100,000 jobs and significant economic benefits globally [9] - The release of Doubao's large model 1.5Pro is noted for its enhanced capabilities, low training costs, and leading performance in multiple evaluation benchmarks [10] - The hardware sector is expected to take over from software, becoming a resilient investment during market fluctuations, with a target valuation of 30X for leading AI hardware companies [11] Market Review - The Shanghai Composite Index closed at 3252.63 points, with a weekly change of +0.33% - The Shenzhen Component Index closed at 10292.73 points, with a weekly change of +1.29% - The ChiNext Index closed at 2121.84 points, with a weekly change of +2.64% - The CSI 300 Index closed at 3832.86 points, with a weekly change of +0.54% - The China AI Index closed at 1291.34 points, with a weekly change of +5.72% [3] Industry Dynamics - The report emphasizes the potential of various sectors within the AI hardware landscape, including: 1. AI New Consumption Scenarios: Recommended companies include Hengxuan Technology, Sitwei, and Boshi Optical 2. PCB: Benefiting from the Nvidia and Apple supply chains, recommended companies include Dongshan Precision, Pengding Holdings, and Shiyun Circuit 3. Optical Modules: Highlighting a favorable competitive landscape, recommended companies include Xinyi Sheng, Zhongji Xuchuang, and Tianfu Communication 4. Satellite Internet: Focus on domestic and overseas developments, with recommended company Xinwei Communication [11]