和讯投顾田越滢：周末几个重要消息，与半导体领域相关

Core Viewpoint - The semiconductor industry is experiencing significant developments, including Huawei's return of the Kirin chip after five years, which indicates progress in self-sufficiency in chip packaging, manufacturing, and design [1]. Group 1 - Huawei's Kirin chip is officially returning, marking a major milestone in achieving self-control in the semiconductor sector [1]. - The U.S. plans to impose tariffs on semiconductors next week, which may positively impact domestic alternatives and self-sufficiency in the semiconductor industry [1]. - The central bank's commitment to implementing a moderately loose monetary policy raises speculation about potential interest rate cuts, which is viewed as favorable for the industry [1].