<p>As U.S. President Trump threatens that the Iran war will &#34;end soon,&#34; market focus has shifted back to the prospects of AI-related stocks. Among them, Nvidia, known as the &#34;Spring Festival Gala of the AI world,&#34; will hold its annual developer conference &#34;GTC 2026&#34; next Monday (16th) in the United States. CEO Jensen Huang has previously hinted at the release of &#34;a chip that will shock the world.&#34; The market is also looking forward to Nvidia unveiling the next-generation Rubin Ultra architecture and is expected to launch an open-source AI agent platform similar to OpenClaw. However, Liang Weimin, the investment director of GaoFu Financial Group, stated in an interview with Sing Tao Daily that given the unclear market conditions, although he remains optimistic about Nvidia's prospects over the next year, he does not recommend investors rush into the market for speculation around the GTC conference but suggests considering buying in three tranches.</p>
<h2>Enhanced Rubin Ultra Expected to Debut</h2>
<p>According to market news, Nvidia is likely to introduce several new technologies at the GTC conference, among which Guolian Minsheng Securities indicates that the enhanced version of &#34;Rubin Ultra&#34; is expected to officially debut, and there may even be an early announcement of the preliminary technical roadmap for the next-generation &#34;Feynman&#34; architecture.</p>
<p>At the same time, there are rumors that Nvidia will launch a new inference chip that integrates Groq LPU technology. Guohai Securities pointed out that Groq LPU is designed specifically for inference acceleration, using SRAM storage units closer to the computing core to store model parameters. The 230MB on-chip SRAM can provide memory bandwidth of up to 80TB/s, significantly surpassing the data processing speed of GPU architectures.</p>
<h2>Focus on CPO Technology Roadmap and Partners</h2>
<p>Nomura Orient International Securities also noted that investors are closely watching Nvidia's roadmap for Co-Packaged Optics (CPO) technology and details regarding potential supply chain partners. The firm expects that the market penetration rate of horizontally scalable (Scale-out) co-packaged optical switches will remain low from 2026 to 2027, but Nvidia is likely to introduce a bundled sales strategy that could drive sales of the product beyond expectations.</p>
<p>Additionally, amid the recent excitement surrounding OpenClaw, there are reports that Nvidia is planning to launch an open-source AI agent platform called &#34;NemoClaw,&#34; allowing enterprise software companies to develop and deploy AI agents to automate tedious tasks for employees; moreover, companies can access the platform regardless of whether their products run on Nvidia's chips.</p>
<p>Related article: Nvidia reportedly launching open-source AI agent platform &#34;NemoClaw&#34; targeting the enterprise software market.</p>
<h2>Liang Weimin: U.S.-Iran Conflict May Not End Easily</h2>
<p>Despite the hype surrounding the GTC conference, Liang Weimin maintains a cautious attitude towards the macro market. Although President Trump has claimed that the U.S.-Iran conflict will soon end, Liang Weimin believes that the conflict may not easily come to a close. He stated that as long as the threat from the U.S. to Iran persists, Iran is likely to maintain its blockade of the Strait of Hormuz, and high oil prices will continue to exert pressure on the stock market
He also believes that if the assumption holds, funds may not immediately flow back significantly into technology stocks in the short term, and market sentiment may not immediately return to the heated and optimistic state it was before the conflict.</p>
<p>Regarding one of the focal points, the &#34;open-source AI intelligent platform,&#34; Liang Weimin believes that this is not an innovation by Nvidia and doubts it will bring significant breakthroughs to the market for the time being. He also pointed out that whether it is the AI large models or the current &#34;lobster,&#34; no company can be considered by the market as having successfully emerged. Therefore, whether Nvidia's related developments can succeed in the market in the future remains to be seen. As for the release of new chips, Liang Weimin stated that it has become a norm at GTC, and the market has already anticipated it, which may not bring surprises.</p>
<h2>Valuation Not High, But Don't Rush to Enter the Market</h2>
<p>He candidly stated that tech giants like Amazon, Alphabet, and Meta have indicated they will invest between $100 billion to $200 billion in capital expenditures for AI development this year, and Nvidia remains the preferred choice for AI chips in the short term, so he believes its business can remain hot. However, despite his optimistic outlook for Nvidia's future prospects, he does not recommend investors rush to enter the market just for the hype around the GTC conference.</p>
<p>When asked whether Nvidia's current stock price is high and whether it is worth buying, Liang Weimin indicated that Nvidia's price is not considered high, with a historical price-to-earnings ratio of only 40 times and a forecasted price-to-earnings ratio of only 22 times. He believes that if one is looking for an AI-related stock to buy, Nvidia or TSMC would be the most practical choices, as they already have sufficient performance to support them. However, given the current market uncertainty, he suggests that investors be patient and wait for the stock price to drop, considering buying in three tranches: the first tranche at the low of the past week, around $175 to $180; the second tranche at $165 to $170; and if it drops to $140, then buy the third tranche. He reiterated that he is not pessimistic about Nvidia, but he is still concerned about the possibility of further adjustments in the broader market</p>

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<p>NVIDIA will hold its annual developer conference "GTC 2026" next Monday, expecting to release new chips and an open-source AI platform. Despite the market's optimistic outlook on NVIDIA, investment director Liang Weimin advises investors to enter the market in three phases rather than rushing to speculate. The conference may introduce an enhanced version of Rubin Ultra and new inference chips, with the market focusing on the CPO technology roadmap and potential partners</p>

- The market shifts attention to AI stocks as President Trump claims the Iran war will soon end, with Nvidia's GTC 2026 developer conference approaching.  
- Investment Director Leung Wai-man advises caution for investors, despite optimism about Nvidia's future, recommending a gradual buying approach instead of immediate speculation on the conference.  
- Nvidia is expected to unveil new technologies, including the enhanced Rubin Ultra architecture and the 'NemoClaw' open-source AI platform, amidst market scrutiny on overall tech stock performance and potential economic pressures related to the Iran conflict.

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NVIDIA GTC conference will make a stunning debut next week, looking forward to new chips and the "Lobster" platform. Experts remind that entering the market should be done in three portions