[tuyere Research Company] Apple MR ground catalysis in the short term and mass production of humanoid robots in the long run. Analyst Qiang call is the domestic one-stop precision manufacturing leader and is expected to benefit from the new round of replacement demand for electronic terminal products brought about by AI.

Nvidia's better-than-expected performance indicates that existing electronic terminal products may break through the performance bottleneck, thus driving the replacement demand of enterprises and consumers. The company deeply binds big customers such as Apple and Huawei in the field of consumer electronics, and extends its business system to new energy vehicles and photovoltaic through horizontal layout and vertical integration, and has gradually expanded its volume, and the second growth curve is gradually taking shape.