Group 1 - Semiconductor stocks continue to show strong performance, with notable increases in share prices for companies such as Huahong Semiconductor (+9.93%), Jingmen Semiconductor (+6.12%), SMIC (+5.47%), and Shanghai Fudan (+3.05%) [1] - Alibaba and Baidu have begun using internally designed chips for training AI models, with Alibaba mentioning a "backup plan" in response to global AI chip supply and policy changes during its latest earnings call [1] - Guosen Securities highlights that domestic computing power chips are gradually replacing NVIDIA, indicating a decoupling of China's AI development from the Western semiconductor ecosystem [1] Group 2 - A recent report from CCTV's "News Broadcast" showcased the achievements of China Unicom's Sanjiangyuan Green Power Intelligent Computing Center, including Alibaba's Pingtouge's newly developed PPU chip, which surpasses NVIDIA's A800 in key performance metrics [2] - The report also mentioned several domestic AI chip brands, including Pingtouge, Muxi Technology, Moore Threads, and others, that have signed or are planning to sign contracts [2]