科技股两大龙头，创历史新高

Core Viewpoint - The recent surge in "hard technology" stocks, particularly in the semiconductor industry, has led to significant market interest, with key players like SMIC and Cambricon seeing substantial stock price increases, indicating a bullish sentiment in the sector [1][4]. Semiconductor Industry - A list of leading stocks in the semiconductor supply chain, including SMIC, Cambricon, and others, has sparked market discussions [1]. - SMIC's stock rose by 13.17%, reaching a historical high, while Cambricon increased by 7.13%, also hitting a new peak [1][4]. - The semiconductor sector's overall performance is reflected in the 1.80% increase in the semiconductor index [5]. Market Performance - The Shanghai Composite Index rose by 0.07%, the Shenzhen Component increased by 0.56%, and the ChiNext Index saw a 1.26% rise [3]. - Technology stocks are leading the market, with significant gains in sectors like photolithography machines and storage chips [4]. Investment Opportunities - Analysts highlight that the demand for domestic AI chips and the trend towards localizing chip production are expected to drive SMIC's performance beyond expectations [6]. - Cambricon is projected to experience substantial revenue growth and high profit margins by mid-2025, supported by a stable supply chain [6]. Catalysts for Growth - Recent favorable policies, such as the State Council's "Artificial Intelligence+" initiative, and the rising global demand for AI computing power are key drivers for the semiconductor market [7]. - The domestic AI computing sector is anticipated to gain market share, with a positive outlook for the semiconductor cycle due to innovations in AI applications [7]. Financial Sector Performance - The financial sector, including securities, banking, and insurance, has shown active performance, with notable gains in various stocks [9][10]. - The non-bank financial sector is viewed as having a low average valuation, providing a safety margin, and is expected to benefit from economic recovery [10].