电子日报：美国加州圣何塞举行GTC 2025大会

Investment Rating - The industry investment rating is "Positive," indicating an expected overall return exceeding the CSI 300 Index by more than 5% over the next six months [11]. Core Insights - The report highlights the ongoing GTC 2025 conference in San Jose, California, where significant product announcements are anticipated, including Nvidia's new products [10][8]. - The electronic sector is experiencing varied performance, with specific segments like passive components and semiconductor materials showing declines, while some individual stocks like Chuangyao Technology have seen significant gains [4][5]. Sub-industry Ratings - The report includes sub-industry ratings and recommended companies, although specific details on these ratings are not provided in the excerpts [3]. Market Overview - The report provides a snapshot of the market performance, noting declines in major indices such as the Shanghai Composite Index and Shenzhen Composite Index, with the electronic sector also facing downward pressure [4][5]. - Individual stock performances are highlighted, with top gainers and losers listed, indicating a mixed market sentiment within the electronic sector [4].