GalaxyCore (SH:688728) Sou Hu Cai Jing·2025-08-27 01:51Core Viewpoint - The A-share market shows mixed performance with the Shanghai Composite Index slightly down by 0.06%, while sectors like communication, computer, and biomedicine are performing well, indicating sector-specific strengths amidst overall market fluctuations [1] Group 1: Market Performance - The Shanghai Composite Index decreased by 0.06% during the trading session [1] - Chip technology stocks are showing strength, with the Chip ETF (159995.SZ) rising by 0.44% [1] - Notable individual stock performances include: - Geke Micro rising by 3.82% - Ruixin Micro increasing by 2.90% - Jingchen Co. up by 1.66% - Cambrian rising by 1.58% - OmniVision increasing by 1.12% [1] Group 2: Policy and Industry Development - The State Council issued opinions on the implementation of the "Artificial Intelligence +" initiative, focusing on enhancing intelligent computing power and supporting innovation in AI chips and software ecosystems [1] - The initiative aims to optimize national computing resource layout and improve the integration of data, computing, electricity, and networks [1] - There is a push for the development of standardized, scalable cloud computing services to promote accessible, efficient, and safe intelligent computing supply [1] Group 3: Investment Outlook - According to Dongfang Securities, breakthroughs in domestic AI models and improvements in domestic AI chips and switching chips are expected to drive the continuous development of AI computing power and applications in China [1] - Investor confidence in China's AI development is anticipated to remain strong due to these advancements [1] Group 4: ETF Composition - The Chip ETF (159995) tracks the Guozheng Chip Index, comprising 30 leading companies in the A-share chip industry, including SMIC, Cambrian, Changdian Technology, and Northern Huachuang [2] - The ETF includes companies across various segments such as materials, equipment, design, manufacturing, packaging, and testing [2]