Jin Rong Jie·2025-08-07 07:07Group 1 - Semiconductor stocks generally rose, with notable increases in companies such as Hua Hong Semiconductor (+4.62%), Beike Micro (+3.82%), Hongguang Semiconductor (+3.64%), and SMIC (+2.09%) [1] - U.S. President Trump announced a 100% tariff on imported chips and semiconductor products, which can be avoided if manufacturers choose to produce these products in the U.S. [1] - SMIC and Hua Hong Semiconductor are set to release their Q2 earnings reports, with concerns about reduced national subsidies leading to lower performance guidance from both companies [1] Group 2 - Dongwu Securities predicts that both SMIC and Hua Hong Semiconductor will exceed their Q2 performance guidance due to favorable downstream market conditions and operational rates [1] - The new national subsidy policy expected in Q3 is anticipated to further enhance the industry outlook, indicating a positive trend for the wafer foundry sector [1] - The ongoing U.S. regulatory pressures are reinforcing the trend towards self-sufficiency in the semiconductor industry [1]