Nvidia(US:NVDA) Century Securities·2025-06-09 01:15Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests a focus on specific companies within the NVIDIA supply chain for potential investment opportunities [3]. Core Insights - The TMT sector outperformed the CSI 300 index, with notable weekly gains in sub-industries such as printed circuit boards (9.89%) and communication network equipment (8.33%) [3]. - NVIDIA's upcoming GTC conference is expected to catalyze demand in its supply chain, particularly for B-series chips, which are anticipated to offset revenue losses from export restrictions [3]. - ChatGPT's updates, including support for the MCP protocol and meeting transcription features, indicate its evolution into a comprehensive collaboration platform, suggesting investment interest in related AI tools [3]. Weekly Market Review - The TMT sector's performance from June 3 to June 6 showed significant gains, with communication up 5.27%, electronics up 3.60%, and computers up 2.79%, outperforming the CSI 300 index [3][8]. - Top-performing stocks in the electronics sector included Shengyi Technology (39.78%) and Ruikeda (23.94%), while the computer sector saw ST Huijin (50.54%) and Qingyun Technology-U (38.27%) leading [3][10][12][13]. Industry News and Key Company Announcements - Key events in June include NVIDIA's GTC conference and the launch of AI products by various companies, indicating a busy month for AI advancements [16][18]. - The semiconductor market is projected to reach $700.9 billion in 2025, driven by demand from AI and cloud infrastructure [22]. - Brookfield's investment of up to $9.5 billion in an AI data center in Sweden highlights the growing interest in AI infrastructure [20][23].