Nvidia(US:NVDA) Xinda Securities·2025-03-16 14:26Investment Rating - The industry investment rating is "Positive" [2] Core Insights - The report highlights the upcoming NVIDIA GTC 2025 conference, emphasizing the importance of the computing power supply chain and suggesting investors pay attention to related stocks [3][4] - The AI sector is experiencing a resonance between software and hardware, with new products being launched and significant advancements in AI applications [3] - The report recommends focusing on specific stocks in the AI cloud and edge sectors, indicating potential investment opportunities [3] Summary by Sections Industry Performance - The performance of the Shenwan Electronics sub-indices since the beginning of the year shows varied results: Semiconductors (+11.27%), Other Electronics II (+6.14%), Components (+15.86%), Optical Electronics (+6.15%), Consumer Electronics (+9.47%), and Electronic Chemicals II (+5.75%) [5] - Weekly performance indicates fluctuations, with Semiconductors down by 2.11% and Other Electronics II up by 2.47% [5] Key Events - The NVIDIA GTC 2025 conference will take place from March 17-21, featuring industry leaders and numerous sessions focused on AI and accelerated computing [3] - The conference is expected to showcase over 1,000 sessions and 300 demonstrations, highlighting real-world AI applications [3] Stock Recommendations - Suggested stocks for AI cloud include: Industrial Fulian, Huadian Co., Shenghong Technology, and others [3] - Suggested stocks for AI edge include: Lens Technology, Lingyi Technology, and others [3]