Century Securities·2025-06-16 03:26Investment Rating - The report does not explicitly state an investment rating for the industry, but it suggests a positive outlook on the AI computing sector, particularly related to Nvidia's initiatives in Europe and the growth of AI-related industries [3]. Core Insights - The AI computing landscape is experiencing a significant boost, with Nvidia announcing plans to establish 20 AI factories in Europe, projecting GPU sales to increase by 3 to 10 times by 2025/2026 compared to 2024 [3]. - Apple's recent WWDC25 highlighted software updates across its product lines, focusing on a unified system named OS26, which incorporates advanced UI design and AI functionalities, although major AI features are expected to roll out in 2026 [3]. - The TMT sector saw varied performance, with the media sector gaining 1.55%, while the computer and electronic sectors faced declines of 2.52% and 1.92%, respectively [3]. Weekly Market Review - The TMT sector's performance from June 9 to June 13 showed significant gains in sub-industries such as mass publishing (5.62%) and brand consumer electronics (3.48%), while communication application value-added services saw a decline of 5.38% [3]. - Notable stock performances included a 40.81% increase for Xuguang Electronics and a 49.27% rise for Chengtian Weiye in the communication sector [3][12][14]. Industry News and Key Company Announcements - Major upcoming events include the Global High-Speed Copper Cable Innovation Technology and Supply Chain Conference on June 18, and the Huawei Developer Conference on June 20 [14]. - Significant advancements in AI technology were reported, including the launch of new AI models by Meta and updates from OpenAI regarding their funding plans and model developments [16][19]. - The report highlights the rapid growth in the smart glasses market, with a projected 26% year-on-year increase in global shipments, particularly in China [20]. AI Computing Sector Developments - The AI chip market is expected to exceed $500 billion by 2028, with AMD's CEO indicating a rapid growth trajectory for inference chips [22]. - Nvidia's CEO announced plans for AI technology centers in multiple countries and the establishment of large AI factories in Europe, indicating a strong commitment to expanding AI infrastructure [24]. - The report notes that the global retail market for panoramic cameras is projected to grow from 2.51 billion in 2017 to 7.85 billion by 2027, reflecting increasing demand for content creation tools [20].