Ge Long Hui A P P·2025-09-18 02:41Group 1 - Semiconductor stocks surged, with Zhongwei Company rising over 12%, and other companies like Haiguang Information, Chipone, and SMIC increasing by more than 5% [1] - The STAR 50 Index led the broad market, with the STAR 50 ETF (588080) rising by 3.36% and over 15.8% in the last 10 days [1] - The STAR 50 ETF focuses heavily on the semiconductor industry, with a weight of 66% in semiconductor stocks, including leading companies like Cambricon, SMIC, and Haiguang Information [1] Group 2 - Domestic computing power chips are becoming increasingly popular, with tech giants like Alibaba and Baidu increasing their procurement of domestic computing power [1] - Alibaba revealed plans to address global AI chip supply and policy changes during its earnings call [1] - The Federal Reserve lowered the federal funds rate target range by 25 basis points to 4.00%-4.25%, aligning with market expectations, with an 87.7% probability of a rate cut in October [1][2]