On June 4th, Guolonghui reported that Morgan Stanley published a research report pointing out that Nvidia is undergoing a new industrial revolution, emphasizing that accelerating industry operations compared to general-purpose computing (CPU) means a cost or power saving of 97-98% under the same performance. In addition, the bank mentioned that Nvidia is developing physical artificial intelligence and building factory robots, manipulator robots, and humanoid robots. The bank pointed out that companies outside the technology and non-Nvidia supply chain are also using its robotic technology in factories, demonstrating that AI robots can outperform the technology industry in terms of economy. The bank believes that there are six AI theme stock beneficiaries in Hong Kong, including AAC Technologies Holdings, ASM Pacific Technology, BYD Electronic, Lenovo Group, Sunny Optical Technology, and Xiaomi Corporation, all rated as "outperform".
大行评级｜麦格理：英伟达进行新产业革命 相信瑞声、比亚迪电子等将受惠于AI主题
Macquarie: nvidia is leading the new industrial revolution and believes that companies like Ruishi, byd electronic, etc. will benefit from the AI theme.
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