全球科技行业周报：AI大模型迭代频繁，关注存储芯片、AI眼镜等主题机会

Investment Rating - Industry investment rating: Overweight [1] Core Insights - The report highlights the rapid iteration of AI large models, emphasizing investment opportunities in storage chips and AI glasses [4][46] - The performance of major indices shows a mixed trend, with the Shanghai Composite Index down by 0.4% and the ChiNext Index down by 1.12% during the week of March 24 to March 28, 2025 [25][34] Summary by Sections Market Review - The Shanghai Composite Index decreased by 0.4%, the ChiNext Index fell by 1.12%, and the CSI 300 Index remained flat with a change of 0.01% during the week [25][34] - The performance of various sectors included a decline in the AI index by 2.75% and the computer index by 4.89% [25][34] AI Developments - Google's Gemini 2.5 Pro model was launched, designed for complex tasks and achieving significant performance improvements, ranking first in multiple benchmarks [3][46] - DeepSeek released its V3 model, which features 685 billion parameters and excels in programming and complex reasoning tasks [8][47] Storage and AI Glasses - NAND Flash prices are expected to rise by 0% to 5% in Q2 2025, with 3D NAND wafer prices projected to increase by 10% to 15% [4] - Xiaomi's AI glasses are set to launch with a retail price of 1199 yuan, and they have already raised over 3 million yuan in crowdfunding [4][46] Semiconductor Sector - Micron confirmed price increases for DRAM and NAND flash products due to supply constraints, with expected price hikes of 10% to 15% [9][48] - SK Hynix completed the second phase of its acquisition of Intel's NAND flash and SSD business [9][48]