Nvidia(US:NVDA) China Post Securities·2026-01-08 04:54Industry Investment Rating - The industry investment rating is maintained at "Outperform the Market" [2] Core Viewpoints - The report highlights the significant advancements in storage architecture driven by NVIDIA's Vera Rubin platform, which aims to address the "memory wall" issue in AI applications. The new GPU architecture shows substantial improvements in processing power and memory bandwidth [5][6] - The storage industry is expected to experience a narrative upgrade, with a focus on key players in both overseas and domestic markets, including major companies like SK Hynix, Samsung, and Micron, as well as domestic firms like Shannon Semiconductor and Zhaoyi Innovation [8] Summary by Relevant Sections Industry Basic Situation - The closing index level is 5469.82, with a 52-week high of 5841.52 and a low of 3966.07 [2] Industry Relative Index Performance - The relative performance of the computer industry compared to the CSI 300 index shows fluctuations, with a peak increase of 40% observed from January 2025 to January 2026 [4] Recent Research Reports - The report discusses NVIDIA's Vera Rubin platform, which has entered full production and is expected to significantly enhance AI computing capabilities. The new GPU architecture features a processing power of 50 PFLOPS for inference and 35 PFLOPS for training, with a memory bandwidth of 22 TB/s [5][6] - The report emphasizes the introduction of a new storage architecture that integrates HBM, DRAM, and NAND technologies, which is crucial for managing the increasing demands of AI applications [6][7] Investment Recommendations - The report suggests focusing on the storage supply chain, recommending both international leaders and domestic companies as potential investment opportunities [8]