电子行业周观点：亚马逊云科技提供完全托管的DEEPSEEK-R1模型，关注本周英伟达GTC大会

Investment Rating - The industry investment rating is "Overweight" [4] Core Viewpoints - The report highlights the upcoming NVIDIA GTC 2025 conference, which will focus on advancements in artificial intelligence, graphics technology, and data center innovations, featuring over 1,000 presentations and 300 live demonstrations [6] - Amazon Web Services has launched the fully managed DeepSeek-R1 model, becoming the first international cloud service provider to offer it in a serverless format, allowing users to access the model via a single API without hardware configuration [6][8] - The report emphasizes the potential for significant performance improvements in NVIDIA's upcoming GB300 and B300 chips, which are expected to enhance computational capabilities by 50% compared to the previous B200 series [6] Market Review - The Shanghai Composite Index closed at 3,419.56 points, with a weekly increase of +1.39%. The Shenzhen Component Index closed at 10,978.3 points, up +1.24%, while the ChiNext Index rose by +0.97% to 2,226.72 points. The CSI 300 Index closed at 4,006.56 points, reflecting a weekly gain of +1.59%. However, the CSI Artificial Intelligence Index fell by -1.98%, underperforming the broader market [2] Industry Dynamics - The report notes that the GTC 2025 conference will include a China AI Day, featuring presentations from major domestic tech companies such as ByteDance, Alibaba Cloud, and JD.com, focusing on advancements in large language models and data science [6] - The report suggests that the semiconductor and AI sectors are poised for growth, with specific recommendations for companies in the PCB, ODM, AIOT, and AIDC segments, particularly those benefiting from NVIDIA and Apple supply chains [9]