Seek .(US:SKLTY) Mei Ri Jing Ji Xin Wen·2025-09-18 03:02Market Performance - As of September 17, the Shanghai Composite Index rose by 0.37% to close at 3876.34 points, the Shenzhen Component Index increased by 1.16% to 13215.46 points, and the ChiNext Index gained 1.95% to 3147.35 points [1] - The Kweichow Moutai Semiconductor ETF (588170) increased by 3.64%, while the Semiconductor Materials ETF (562590) rose by 3.32% [1] - In the overnight U.S. market, the Dow Jones Industrial Average increased by 0.57%, while the Nasdaq Composite Index fell by 0.33% and the S&P 500 Index decreased by 0.10% [1] Industry Insights - The DeepSeek-R1 inference model research paper, led by Liang Wenfeng, was published in the prestigious journal Nature, marking it as the first mainstream large language model to undergo peer review [2] - Huawei released the "Smart World 2035" series of reports, predicting a significant increase in total computing power by 2035, with a 500-fold increase in AI storage capacity demand compared to 2025 [2] - The Zhangjiang Artificial Intelligence Innovation Town in Shanghai aims to gather over 500 AI companies by 2027 and achieve a scale of 100 billion yuan by 2030, supported by a 2 billion yuan fund initiated by Hillhouse Capital and local state-owned enterprises [3] - Tianfeng Securities anticipates a structural prosperity in the global semiconductor industry driven by rapid growth in AI computing demand, accelerated terminal intelligence, and the recovery of automotive electronics [3] Related ETFs - The Kweichow Moutai Semiconductor ETF (588170) tracks the Shanghai Stock Exchange's semiconductor materials and equipment index, focusing on semiconductor equipment (59%) and materials (25%) [4] - The Semiconductor Materials ETF (562590) also emphasizes semiconductor equipment (59%) and materials (24%), benefiting from the expansion of semiconductor demand driven by the AI revolution [4]