大涨17%！东芯股份领跑半导体，这些个股跟涨

Group 1 - The semiconductor sector is experiencing active performance, with several stocks showing significant gains, including Dongxin Co. leading with a 17.33% increase and Ashi Chuang following with an 11.82% rise [2] - Guosen Securities highlights a comprehensive rebound in the semiconductor industry, driven by a "macro policy cycle, industry inventory cycle, and AI innovation cycle," leading to an expansion in valuations [2] - The consumer electronics sector is benefiting from AI edge innovation and the implementation of tariff policies, showing signs of bottoming out, while the industrial sector is experiencing widespread recovery [2] Group 2 - The electronic sector is expected to improve its supply-demand situation by 2025 due to intensive catalysts [2]