Group 1 - The semiconductor sector in both A-shares and Hong Kong stocks is experiencing significant strength, with notable stocks like Haiguang Information and Cambricon Technologies seeing substantial gains [1] - Oracle's recent financial results have catalyzed the computing power sector, with its remaining performance obligations soaring to $455 billion, a 359% year-on-year increase, driven by large cloud contracts with top AI companies [1] - The semiconductor materials market is expanding steadily, with growth observed in sub-sectors such as photoresists and electronic chemicals, indicating a positive outlook for the semiconductor materials sector [1] Group 2 - The Hang Seng Technology Index is currently undervalued, with expectations of a rebound due to continuous inflow of southbound funds and the potential start of a new interest rate cut cycle in the US [2] - The ongoing anti-involution policies and Alibaba's better-than-expected financial results, along with rapid iterations in AI large models, suggest a potential revaluation of the Hang Seng Technology sector [2]