Venture(US:VEMLY) 2 1 Shi Ji Jing Ji Bao Dao·2025-08-13 03:33Group 1 - A-shares index strengthened on August 13, with the ChiNext index rising over 2%, driven by gains in computing hardware and semiconductor chips [1] - The Chuangye 50 ETF (159682) increased by 2.86%, marking a three-day consecutive rise, with a real-time trading volume exceeding 145 million yuan [1] - Key component stocks such as Xinyiseng and Sanhuan Group surged over 13%, with other stocks like Zhongji Xuchuang and Tianfu Communication also experiencing gains [1] Group 2 - Huawei officially launched its AI inference innovation technology UCM on August 12, which integrates various caching acceleration algorithms to enhance inference performance [2] - UCM is set to be open-sourced by September 2025, with plans to contribute to mainstream inference engine communities and share with storage manufacturers and ecosystem partners [2] - Dongwu Securities anticipates continued policy focus on domestic self-control, suggesting that any new external developments could trigger short-term market movements, particularly in technology sectors [2] Group 3 - Tianfeng Securities projects optimistic growth for the global semiconductor market in 2025, driven by AI and ongoing domestic innovation [3] - The second quarter showed strong performance forecasts across various semiconductor sectors, with the third quarter expected to maintain a peak season [3] - Recommendations include focusing on performance elasticity in storage, power, foundry, ASI, SoC, as well as domestic innovations in equipment materials and computing chips [3]