Ge Long Hui A P P·2025-08-22 07:33Core Viewpoint - The semiconductor sector in the A-share market is experiencing a significant surge, with multiple stocks hitting their daily price limits and showing substantial year-to-date gains [1][2]. Group 1: Stock Performance - Chengdu Huami, Cambricon, and Shengmei Shanghai all reached a 20% increase, hitting the daily limit [1]. - Other notable performers include Jingyi Equipment and SMIC, which rose over 14%, while Jiewate and Xinyuanwei increased nearly 14% [1]. - Year-to-date performance shows that Chengdu Huami has gained 52.43%, Cambricon 88.94%, and Shengmei Shanghai 42.95% [2]. Group 2: Market News - Nvidia has reportedly ordered a halt to the production of its H20 chip, which may impact the semiconductor supply chain [1]. - DeepSeek announced the official release of DeepSeek-V3.1, which features significant adjustments in its tokenizer and chat template, indicating advancements in domestic chip design [1].