GigaDevice(SH:603986) Sou Hu Cai Jing·2025-09-02 02:24Group 1 - The A-share market experienced a collective decline on September 2, with the Shanghai Composite Index down by 0.31%, while sectors such as banking, public utilities, and food and beverage showed gains, contrasting with declines in computer and defense industries [1] - As of June 30, the total scale of operational computing center racks in China reached 10.85 million standard racks, with intelligent computing power scaling up to 788 hundred quintillion times per second (EFLOPS), and storage capacity exceeding 1,680 exabytes (EB), marking a growth of approximately 40% compared to 2023 [1] - The number of large models published reached 1,509, placing China among the top globally, with over 1,000 registered enterprise users and more than 100 computing service providers on platforms by the end of July [1] Group 2 - The ongoing global AI wave is significantly increasing the demand for computing power, with domestic large models like DeepSeek advancing rapidly, suggesting a sustained rise in domestic computing power demand due to geopolitical and supply chain stability factors [2] - The Chip ETF (159995) tracks the National Chip Index, comprising 30 leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, including major players like SMIC, Cambricon, and Northern Huachuang [2]