2 1 Shi Ji Jing Ji Bao Dao·2025-08-28 05:48Group 1 - Semiconductor stocks experienced a significant surge on August 28, with SMIC rising over 12% to reach a historical high, and Cambricon increasing by over 7%, also hitting a new high [1] - The Chip 50 ETF (159560) closely tracks the CSI Semiconductor Industry Index, which includes companies involved in chip design, manufacturing, packaging, testing, and related materials and equipment [1] - The top ten weighted stocks in the index include leading semiconductor companies such as SMIC, Cambricon-U, Northern Huachuang, and Haiguang Information [1] Group 2 - The State Council issued an opinion on August 26 to deepen the implementation of the "Artificial Intelligence +" initiative, emphasizing the need to strengthen intelligent computing power and support innovation in AI chips [2] - According to Dongfang Securities, the release of the "Artificial Intelligence +" top-level planning document is expected to positively impact the development and implementation of AI applications, enhancing the support for computing power and data [2] - Tianfeng Securities predicts continued optimistic growth in the global semiconductor market through 2025, driven by AI, while also highlighting the ongoing risks related to supply chain disruptions and the push for domestic innovation [2]