Nvidia(US:NVDA) China Post Securities·2026-03-18 07:34Industry Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [2] Core Viewpoints - The report highlights the launch of the Vera Rubin platform by Nvidia, which is a new generation AI computing system designed for the AI era, consisting of 40 cabinets and various types of racks [5][6] - The platform achieves a total computing power of 3.6 EFLOPS and features a fully liquid-cooled design, significantly enhancing performance and efficiency [6] - The economic forecast for AI chips from Blackwell and Rubin predicts revenues to reach $1 trillion by the end of 2025-2027, doubling from previous estimates [6] Summary by Relevant Sections Industry Basic Situation - The closing index is at 5323.44, with a 52-week high of 6151.34 and a low of 4080.58 [2] Investment Recommendations - Suggested companies to focus on include: 1) LPU: Huadian Technology, Shenghong Technology, Shenzhen South Circuit [10] 2) CPO: Himax, AIXTRON, Lumentum, AAOI, Yizhong Tian, Guangku Technology, Shijia Photon [10] 3) Storage: Samsung, Hynix, Micron, SanDisk, Shannon Semiconductor, Demingli, Baiwei Storage, Shikong Technology [10]