Group 1 - Nvidia's Rubin is gradually increasing orders, and the demand for ASICs is accelerating, indicating that Q布 demand is expected to exceed expectations [1] - The company is simultaneously advancing customer sampling and capacity expansion, which is likely to enhance its full industry chain layout in the future [1] - The EU GSR regulation is contributing significantly to incremental demand for the company [1]

Group 1 - The core viewpoint of the article highlights the increasing demand for Q布 and the potential for exceeding expectations due to Nvidia's gradual order placements and accelerated ASIC demand [1] - The company is simultaneously advancing customer sample deliveries and capacity expansion, which is expected to enhance its full industry chain layout in the future [1] - The EU GSR regulations are contributing significantly to incremental demand, with the company's commercial vehicle video monitoring and visual AI products demonstrating strong capabilities [1] Group 2 - The overseas business maintains a gross margin of over 50%, indicating robust profitability in international markets [1]