[tuyere Research Co., Ltd.] the progress of performance transformation of Nvidia has exceeded market expectations, and the company has achieved full coverage of global well-known server customers, with related revenue increasing by more than 90% in 2022 alone, opening up room for long-term growth; gold strategy: bottom area.

The progress of ① Nvidia's performance transformation has exceeded market expectations. The company has achieved full coverage of the world's well-known server customers, and the related revenue will increase by more than 90% in 2022 alone, opening up room for long-term growth. ② gold medal strategy: the bottom area pays attention to the potential positive changes, and A shares are expected to rebound strongly at present.