电子行业周报：英伟达Q1财报再超预期，台积电成功做出CFET架构

Investment Rating - The report maintains a "Buy" rating for companies such as Inspur Information and a "Hold" rating for companies like Tongfu Microelectronics [4][11]. Core Insights - Nvidia's Q1 2024 financial report shows a revenue of $26 billion, a 262% increase year-over-year, with data center revenue reaching $22.6 billion, up 427% [9][10]. - TSMC has successfully developed CFET (Complementary FET) technology, which is expected to enhance semiconductor performance significantly [10]. Summary by Sections Stock Recommendations - Key recommended stocks include Inspur Information, Tongfu Microelectronics, and others, with varying EPS and PE ratios indicating growth potential [4][11]. Weekly Market Analysis - The electronic industry experienced a decline of 3.55% from May 20 to May 24, ranking 15th among all sectors [16]. - The electronic industry's PE ratio stands at 51.43, placing it 4th in valuation among sectors [16]. Company Performance - Nvidia's net profit surged by 628% to $14.81 billion, with a gross margin of 78.4%, indicating strong operational efficiency [9][10]. - TSMC's advancements in semiconductor technology are expected to support AI chip development, with plans for mass production by 2026 [10]. Sector Trends - The report highlights that the semiconductor sector is poised for growth, driven by innovations in chip architecture and increasing demand for data center capabilities [10][12]. - The report also notes that the semiconductor industry is experiencing a recovery phase, with the Philadelphia Semiconductor Index showing positive trends [14].