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]

财联社倾力打造王牌栏目《风口研报》，替您"扒一扒"市场含金量超高的研报、调研信息。以机构视 角，追踪研报和调研纪要细节里的"超预期"、"拐点"、"事件催化"和"价值洼地"。 ①英伟达Rubin逐步下单+Asic需求提速，Q布需求有望超预期，这家公司同步推进客户送样与产能扩充， 后续有望向上延伸完善全产业链布局；②欧盟GSR法规贡献显著增量需求，这家公司商用车视频监控+视 前言 觉AI产品力极强，海外业务毛利率维持在50%以上。 ...