Nvidia(US:NVDA) Xinda Securities·2026-01-11 13:31Investment Rating - The industry investment rating is "Positive" [2] Core Insights - The electronic sub-industry has seen significant growth, with the Shenwan Electronics Secondary Index showing year-to-date changes of: Semiconductors (+10.61%), Other Electronics II (+8.07%), Components (+1.98%), Optical Electronics (+6.68%), Consumer Electronics (+3.36%), and Electronic Chemicals II (+15.95%) [3][10] - Notable stock performance in North America includes: Apple (-4.30%), Tesla (+1.58%), Broadcom (-0.76%), Qualcomm (+2.77%), TSMC (+1.26%), Micron Technology (+9.41%), Intel (+15.67%), and Nvidia (-2.11%) [3][13] - Nvidia officially launched the Rubin platform at CES 2026, featuring new AI hardware and software products aimed at reducing inference costs through a collaborative design of six new chips [3][26] - Hon Hai Precision Industry (Foxconn) reported record monthly and quarterly revenues, with December revenue reaching 862.9 billion TWD, a year-on-year increase of 31.77%, and Q4 revenue of 2.6 trillion TWD, up 22.07% year-on-year [3][4] Summary by Sections Electronic Industry Performance - The electronic sub-industry has experienced a substantial increase, with specific segments like semiconductors and electronic chemicals leading the growth [3][10] - The performance of key North American stocks has varied, with some companies like Intel and Micron showing strong gains while others like Apple and Nvidia faced declines [3][13] Nvidia's Rubin Platform - The Rubin platform was introduced to enhance AI capabilities, focusing on inference models and applications in autonomous driving and robotics [3][26] Hon Hai's Financial Performance - Hon Hai's revenue growth is attributed to strong demand for AI servers, with expectations of continued growth despite entering a traditional off-season [3][4] Investment Opportunities - Suggested companies to watch include: Industrial Fulian, Huadian Technology, and others in the AI sector, as well as storage and SoC companies [4]