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On October 20, the A-share market witnessed a notable rally in AI glasses concept stocks, with several companies, including EVT Precision and Bestechnic, reaching the daily limit or experiencing significant surges. Concurrently, from October 20 to 22, the NVIDIA GTC conference took place in Berlin, Germany, with Jensen Huang, NVIDIA's CEO, scheduled to deliver a keynote speech on the 21st. This year's conference marked a strategic pivot from merely 'selling GPUs' to 'selling AI factories,' offering over a hundred thematic sessions that span the entire artificial intelligence technology stack. The conference emphasized emerging trends and advancements in accelerated computing, agent AI, physical AI, robotics, open-source models, and AI infrastructure, reflecting the industry's evolving landscape and NVIDIA's pivotal role in shaping it.
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