深海油气+燃气轮机业务有望超预期，这家公司未来有望实现4倍+的净利润增长

Group 1 - The article discusses the concept of "super cycles" in commodities, highlighting that since 1850, there have been five such cycles driven primarily by industrialization in major countries like the US, Japan, and China, with supply often lagging behind demand [1] - The current macroeconomic environment shares similarities with the 1970s, characterized by high debt pressure, skepticism towards the monetary credit system, and rising geopolitical conflicts, suggesting that the current commodity market uptrend is more aligned with "stagflation/inventory" logic rather than traditional demand-driven cycles [1] - Since 2020, most commodities, including industrial metals, energy, and agricultural products, have seen price increases that remain below historical super cycle levels, indicating potential for further price appreciation in the future [1] Group 2 - Recent rumors regarding Nvidia's Rubin Ultra orthogonal backplane being "delayed" or "canceled" have caused market fluctuations, but the Longjiang Securities electronic team asserts that these rumors are unfounded, emphasizing that the orthogonal backplane remains the most reliable communication solution within the Rubin Ultra framework [2] - The orthogonal backplane's design, which eliminates cabling, addresses physical bottlenecks in system integration and significantly enhances production efficiency compared to copper cable solutions [2] - Nvidia is currently in the second round of sample delivery, with 15 orthogonal backplane samples expected by mid-February, and a comprehensive new round of testing results anticipated between late February and early March [2]