Nvidia(US:NVDA) Guotou Securities·2025-09-06 23:36Investment Rating - The industry investment rating is "Outperform the Market - A" [6] Core Insights - The report highlights the strong demand for storage products driven by AI applications and data centers, leading to a price increase of over 10% by SanDisk [3] - The potential of silicon carbide (SiC) in various applications, including AI and AR glasses, is emphasized, with Nvidia exploring SiC for its next-generation products [2] - The electronic sector has shown significant relative and absolute returns over the past year, with a 12-month relative return of 44.5% and an absolute return of 81.4% [8] Summary by Sections Industry Performance - The electronic sector index fell by 4.57% in the past week, ranking 28 out of 31 industries [31] - The semiconductor sub-sector experienced the largest decline at -6.55% [32] - The electronic industry PE ratio is 64.23, with a 10-year PE percentile of 85.64% [41] Investment Recommendations - For SiC CoWoS, companies to watch include Tianyue Advanced, Sanan Optoelectronics, and Jingsheng Mechanical [11] - In the storage industry, recommended companies are Zhaoyi Innovation, Baiwei Storage, Jiangbolong, Demingli, and Shannon Chip [11] - In consumer electronics, focus on Luxshare Precision, Lens Technology, GoerTek, Pengding Holdings, and Crystal Optoelectronics [11]