英伟达CES2026跟踪报告：VeraRubin已正式量产，展示全新Agentic和PhysicalAI平台

Investment Rating - The industry maintains a "Recommended" rating, indicating a positive outlook for the sector's fundamentals and expectations for the industry index to outperform the benchmark index [4]. Core Insights - The Vera Rubin platform has officially entered mass production, featuring a comprehensive upgrade of six types of chips, including the Vera CPU and Rubin GPU, which significantly enhance performance metrics [1][2]. - The Rubin computing board adopts a cable-free design and introduces a new storage rack to meet the high memory demands of large models, resulting in a 5x increase in peak inference performance and a 3.5x increase in training performance [2]. - The launch of the Alpamayo model marks a significant transition in autonomous driving technology, integrating multi-model and multi-modal systems to enhance reasoning capabilities, with plans for deployment in major markets [3]. Industry Scale - The industry comprises 518 stocks, with a total market capitalization of 14,374 billion and a circulating market capitalization of 12,340.1 billion [4]. Industry Performance - The absolute performance over 1 month, 6 months, and 12 months is 9.3%, 38.5%, and 58.0% respectively, while the relative performance is 6.4%, 20.1%, and 33.0% [6]. Investment Recommendations - The report suggests focusing on NVIDIA and its supply chain, including components related to system assembly, GPU, CPU, storage, high-speed connectors, and various auxiliary chips, as well as domestic computing power manufacturers and advanced manufacturing opportunities [9].