先进科技主题：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-2025-03-19

Investment Rating - The industry investment rating is "Overweight (Maintain)" [4] Core Views - 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, allowing users to access the model via a single API without the need for hardware configuration, showcasing significant performance improvements [6][9] - The report emphasizes the potential for growth in sectors such as PCB, ODM, AIOT, and AIDC, particularly in light of policy support and the revaluation of core technology assets [9] 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, with a weekly increase of +1.24% - The ChiNext Index closed at 2,226.72 points, with a weekly increase of +0.97% - The CSI 300 Index closed at 4,006.56 points, with a weekly increase of +1.59% - The China Artificial Intelligence Index closed at 1,449.98 points, with a weekly decrease of -1.98%, underperforming the broader market [2] Industry Dynamics - The report discusses the anticipated release of NVIDIA's GB300 and B300 chips, which are expected to deliver a 50% performance improvement over the previous B200 series [6] - The GTC 2025 conference will feature a dedicated China AI Day, where major Chinese tech companies will present advancements in large language models and data science [6] - The report notes that Amazon's DeepSeek-R1 model has shown superior performance metrics compared to its official website service, indicating the robustness of Amazon's cloud infrastructure [6][9]