Dosilicon(SH:688110) Mei Ri Jing Ji Xin Wen·2025-08-01 01:52Market Performance - As of July 31, the Shanghai Composite Index fell by 1.18% to close at 3573.21 points, the Shenzhen Component Index dropped by 1.73% to 11009.77 points, and the ChiNext Index decreased by 1.66% to 2328.31 points [1] - The overnight performance of U.S. markets showed the Dow Jones Industrial Average down by 0.74%, the S&P 500 down by 0.37%, and the Nasdaq Composite down by 0.03% [1] - The Philadelphia Semiconductor Index fell by 3.10%, with notable declines in individual stocks such as Micron Technology down by 4.88%, ARM down by 13.44%, and Applied Materials down by 4.93% [1] Industry News - Ankai Micro announced the launch of the AK1037 series low-power lock control SoC chip on August 1, 2025, featuring a built-in RISC-V core and high integration with low power consumption [2] - Dongxin Co., Ltd. saw its stock price hit a historical high of 64.76 yuan per share, marking a 2.78 times increase from the year's low, with a total market capitalization of 28.64 billion yuan [2] - Dongxin Co., Ltd. has experienced six consecutive days of stock price increases, with a 68.95% rise over the last three trading days [2] - Dongxin Co., Ltd. confirmed that there are no undisclosed significant matters affecting its operations, which remain normal [2] - Dongwu Securities indicated that domestic IC design companies are beginning to migrate inference cards to domestic supply chains, which are expected to benefit from the expansion of advanced logic in 2025 and a new iteration cycle in storage technology next year [2] Related ETFs - The Sci-Tech Semiconductor ETF (588170) tracks the Sci-Tech Board Semiconductor Equipment Theme Index, focusing on semiconductor equipment (59%) and materials (25%) [3] - The Semiconductor Materials ETF (562590) and its linked funds also emphasize semiconductor equipment (59%) and materials (24%), targeting the upstream semiconductor sector [3]