Ge Long Hui A P P·2025-08-12 05:33Core Insights - The artificial intelligence sector has experienced a significant surge, with companies like Cambricon and Shanghai Hualing hitting a 20% limit-up. The semiconductor equipment ETF (561980) rose by 3.5%, leading similar products [1] Group 1: Market Developments - The anticipated release window for DeepSeek-R2 is from August 15 to August 30, 2025, with market expectations heightened following the release of ChatGPT-5 [1] - Cambricon, once a benchmark in the A-share market, has seen a resurgence due to rumors surrounding DeepSeek-R2, acting as a catalyst for the overall rise in the AI sector [1] Group 2: Investment Opportunities - As of August 11, Cambricon accounted for 8.19% of the semiconductor equipment ETF (561980), indicating a high concentration of "Cambricon" within similar indices [1] - The industry distribution is heavily weighted towards the upstream supply chain, with semiconductor equipment and materials making up nearly 75% of the ETF's composition, positioning it as a strong tool for investors looking to capitalize on the recovery of the semiconductor upstream industry [1]