Nvidia(US:NVDA) Xinda Securities·2025-06-15 07:59Investment Rating - The industry investment rating is "Positive" [2] Core Viewpoints - The semiconductor sector has seen a year-to-date decline of 1.86%, while other electronic sectors have shown mixed performance, with components up by 6.55% and consumer electronics down by 9.13% [2][8] - NVIDIA plans to build over 20 AI factories in Europe, collaborating with multiple countries to enhance AI infrastructure and accelerate skill development [2][3] - Quantum computing is approaching a critical point, with NVIDIA's CUDA-Q supporting quantum algorithms, indicating potential for solving practical problems in the coming years [2] - Recommended stocks to watch include industrial AI companies like Hon Hai Precision Industry, and domestic AI firms such as Chipone Technology and Cambricon Technologies [2] Summary by Sections Market Tracking - The performance of the Shenwan electronic industry index has been mixed, with notable fluctuations in various sectors [8][11] - Key North American stocks have shown varied performance, with Tesla up by 10.22% and Apple down by 3.66% this week [11] Semiconductor Sector - The semiconductor sector has experienced a year-to-date decline of 1.86%, with a weekly decline of 3.34% [8] - Top gainers in the semiconductor sector include Zhongying Electronics (+15.65%) and Youyan New Materials (+6.61%) [17][18] Consumer Electronics - The consumer electronics sector has seen a year-to-date decline of 9.13%, with a weekly decline of 0.37% [8] - Leading gainers include Transsion Holdings (+7.97%) and Hongrid (+7.04%) [19] Components - The components sector has increased by 6.55% year-to-date, with a weekly gain of 0.93% [8] - Top performers include Dongjing Electronics (+15.65%) and Huilun Crystal (+10.33%) [20] Optical and Optoelectronic - The optical and optoelectronic sector has seen a year-to-date decline of 7.41%, with a weekly decline of 1.62% [8] - Notable gainers include ST Yushun (+24.96%) and Longli Technology (+13.38%) [21] Electronic Chemicals - The electronic chemicals sector has increased by 2.66% year-to-date, with a weekly decline of 1.86% [8] - Leading gainers include Guangxin Materials (+7.41%) and Sanfu New Materials (+5.47%) [23]