Core Viewpoint - Nvidia's CEO Jensen Huang praises TSMC during his visit to Taipei, emphasizing the strategic partnership and the development of new AI chip platforms [1] Group 1: Partnership and Collaboration - Huang's visit aims to discuss ongoing and upcoming collaborations, including Nvidia's new AI chip platform and advanced CPU, GPU, and switch products designed for AI workloads [1] - Huang expresses gratitude towards TSMC for its contributions to Nvidia's next-generation AI chip platform, Rubin, which features a revolutionary architecture [1] Group 2: Market Insights - Huang states that investing in TSMC stock is a wise decision, highlighting the company's significance in the semiconductor industry [1] - Reports indicate that some of Nvidia's suppliers will halt production of the H20 AI chips specifically designed for the Chinese market [1] Group 3: Product Development - Nvidia has completed the packaging of all chips for the Rubin platform, marking a significant milestone in their product development [1] - Huang clarifies that Nvidia's chips do not contain "backdoors" and discusses ongoing negotiations regarding alternative chip offerings for China [1]

英伟达首席执行官黄仁勋高度赞扬台积电，称任何希望投资该公司的人都"非常聪明"。 黄仁勋周五在中国台湾地区访问期间，他此次来台的主要目的是感谢台积电在英伟达下一代AI芯片平 台Rubin方面的工作。他透露台积电正在为英伟达制造六款新产品，包括新的中央处理器和用于高级计 算特别是AI的通用处理器。 黄仁勋在访问中还透露了英伟达在中国台湾地区的扩张计划——"NVIDIA Constellation"项目——英伟 达最近宣布的台湾地区新办事处，用于安置当地员工。目前英伟达仍在与政府合作解决一些问题，以便 开始建设该项目。 "我们的供应链在这里非常繁忙，"黄仁勋表示。他指出英伟达正与中国台湾各地的芯片公司、系统供应 商和系统制造商合作，需要大量工程师与他们并肩工作。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 这一表态正值美国政府释放信号有意收购科技公司股权，特别是那些接受《芯片法案》资金的企业。据 见闻此前文章，特朗普政府正在考虑以股权换取《芯片法案》资金，涉及美 ...

Market News - The national economic operation data for January-February 2025 will be released on March 17, 2025, by the National Bureau of Statistics [1] - The February 2025 housing price data for 70 cities will be published on March 17, showing a continued increase in first-tier cities and a slight decrease in second and third-tier cities [2] - The new Loan Prime Rate (LPR) will be announced on March 20, with the February 2025 data indicating a 1-year LPR of 3.1% and a 5-year LPR of 3.6% [3] - The Shanghai Stock Exchange and China Securities Index Company will optimize the compilation plan for the Sci-Tech Innovation Board indices, effective March 17, 2025 [4] - The Federal Reserve and several central banks will announce interest rate decisions this week, with a 98% probability of maintaining the current rate [5] Sector Matters - NVIDIA's GTC conference will be held from March 17 to March 21, with CEO Jensen Huang set to unveil details of the new AI chip platform "Rubin" on March 19 [7] - FTSE Russell will adjust the constituent stocks of several indices, including the FTSE China A50 Index, effective March 21, 2025 [8] - Domestic refined oil prices are expected to decrease by approximately 320 yuan per ton, with the adjustment window closing on March 19, 2025 [9] Company Events - Tianyuan Pet announced plans to acquire an 89.71% stake in Taotong Technology through a combination of share issuance and cash payment, with trading resuming on March 17, 2025 [11] - New Xiangwei intends to acquire 100% of Aisheng Technology through share issuance and cash payment, with trading resuming on March 17, 2025 [12] - Jiaozuo Wanfang plans to acquire 100% of Sanmenxia Aluminum through share issuance, with a share price set at 5.52 yuan [13][14] - Hualing Cable intends to acquire control of Hunan Xingxin Aerospace New Materials Co., aiming to enhance market share in the aerospace sector [15] - Haichuan Intelligent's controlling shareholder will change to Suzhou Zhongjing Zhixin Semiconductor, pending successful share transfer [16] - Yaqi International's largest shareholder will change to Huili Group, with a share transfer price of 22.8444 yuan per share [17] - Wanders is planning a significant event that may lead to a change in control [18] Restricted Stock Unlocking - A total of 27 companies will have restricted shares unlocked this week, amounting to 634 million shares with a total market value of 12.654 billion yuan [20] - The peak unlocking date is March 17, with eight companies unlocking shares worth a total of 6.379 billion yuan [21] New Stock Calendar - Two new stocks, Zhejiang Huaye and Kaifa Technology, will be available for subscription on March 17 and March 18, 2025, respectively [24] Institutional Outlook - CITIC Securities anticipates a concentrated catalyst in Q2, with core assets in A-shares expected to recover [27] - Galaxy Securities notes that the market is currently in a rebound phase driven by multiple factors, with a potential upward trend following a brief adjustment [28] - Industrial advantages in A-shares are highlighted by Industrial Securities, noting a divergence in performance between Chinese and U.S. markets [29] - Tianfeng Securities emphasizes the potential for wealth management and investment opportunities due to favorable policies [30]