Yuanjie Semiconductor Technology (SH:688498) 2 1 Shi Ji Jing Ji Bao Dao·2025-06-04 02:41Group 1 - A-shares showed strength in early trading, with the ChiNext index rising over 1% and the Sci-Tech Chip Index increasing by 0.38% [1] - Notable stocks in the Sci-Tech Chip Index included Yuanjie Technology, which rose over 4%, along with other companies like Cambricon, Sitaiwei, Chipone, and Shengke Communication [1] - The Sci-Tech Chip ETF (588200) saw a 0.40% increase, with a trading volume exceeding 340 million yuan and a premium rate of 0.03%, indicating frequent premium trading [1] Group 2 - Dongguan Securities reported that the storage industry is expected to improve due to reduced production from original manufacturers and strong demand for enterprise-level storage driven by AI infrastructure [2] - Domestic storage companies are anticipated to gain market share compared to 2023 through innovations in large-capacity products and main control chips, as well as localization of the supply chain and services [2] - The launch of the "video call + online search" feature by ByteDance's Doubao marks a significant step in the commercialization of multimodal perception technology, which is expected to boost demand for upstream computing power chips and AI terminal SoC chips [2]