Nvidia(US:NVDA) NORTHEAST SECURITIES·2025-03-17 02:42Investment Rating - The report assigns an "Outperform" rating for the industry, indicating that the industry index is expected to exceed market benchmarks in the next six months [7][21]. Core Insights - The upcoming Huawei China Partner Conference and NVIDIA GTC 2025 are expected to catalyze the AI industry, showcasing developments in AI hardware and software, and providing clearer future guidance for the sector [1][8]. - The report emphasizes a strong outlook for the domestic and international AI industry, driven by discussions on foundational hardware, large models, and applications across various sectors [1][8]. Market Opportunity Analysis - The Huawei China Partner Conference will take place from March 20 to 21, 2025, focusing on digital transformation across industries, while NVIDIA GTC 2025 will occur from March 17 to 21, 2025, highlighting advancements in AI technology [1][8]. - Both events are anticipated to clarify the development trends in the AI field over the next 1-3 years, potentially catalyzing related stocks [1][8]. Related Companies - Key partners mentioned include iFlytek, ChinaSoft International, Softwin, Changshan Beiming, Meilin Data, and Dongsoft Group, among others [2][15]. - Companies involved in quantum computing include Guodun Quantum and Shenzhou Information [2][15].