政府投资基金加码科创，东芯股份称砺算科技相关芯片正进行优化提升

Market Performance - As of July 30, the Shanghai Composite Index rose by 0.17% to close at 3615.72 points, while the Shenzhen Component Index fell by 0.77% to 11203.03 points, and the ChiNext Index decreased by 1.62% to 2367.68 points [1] - The overnight performance of U.S. markets showed the Dow Jones Industrial Average down by 0.38%, the S&P 500 down by 0.12%, and the Nasdaq Composite up by 0.15% [1] - The Philadelphia Semiconductor Index increased by 0.83%, with Micron Technology rising by 2.48%, while NXP Semiconductors and Microchip Technology fell by 2.56% and 0.55% respectively [1] Industry News - The National Development and Reform Commission released draft guidelines for government investment funds, focusing on key areas such as modern industrial system upgrades and core technology breakthroughs [2] - The guidelines encourage collaboration between national and local funds, emphasizing support for local industries and small enterprises [2] Company Updates - Dongxin Co., Ltd. announced that its stock price had deviated significantly, with a cumulative increase of 30% over three trading days, attributed to media reports about its investment in GPU chip development [3] - As of July 30, the number of devices running HarmonyOS 5 exceeded 10 million [4] - Huaqin Technology plans to acquire a stake in the domestic third-largest wafer foundry, Jinghe Integrated, for approximately 2.4 billion yuan, becoming its fourth-largest shareholder [4] - The Chongqing High-tech Zone signed contracts for eight integrated circuit projects, aiming to strengthen the automotive-grade chip and power semiconductor sectors [4] Semiconductor Sector Outlook - Tianfeng Securities predicts continued optimistic growth in the global semiconductor market through 2025, driven by domestic substitution and strong performance forecasts for the second quarter [5] - The semiconductor materials ETF and its related funds focus on the semiconductor equipment and materials sectors, which are crucial for domestic substitution and are expected to benefit from the expansion of semiconductor demand driven by AI [5]