国产芯片热度攀升，带动恒生科技上涨，机构：降息是“锦上添花”，“以我为主”是主线

Group 1 - The Hong Kong stock market showed mixed performance with the Hang Seng Index and Hang Seng China Enterprises Index turning negative, while the Hang Seng Tech Index rose over 1% at one point [1] - The largest ETF tracking the Hang Seng Tech Index (513180) followed the index upward, with leading stocks such as Hua Hong Semiconductor, Horizon Robotics, SMIC, Baidu Group, Meituan, and NIO showing strong gains [1] - The Federal Reserve's decision to cut interest rates by 25 basis points and the expectation of two more rate cuts this year were highlighted, with a focus on the uncertainty surrounding future rate cuts due to the changing economic landscape in the U.S. [1] Group 2 - East Money Securities noted that for Chinese assets, the interest rate cut is a positive development, and the focus remains on domestic factors [2] - The semiconductor sector gained attention, with Hua Hong Semiconductor rising over 10% and SMIC increasing by over 7%, driven by the focus on self-sufficiency in semiconductors [2] - Baidu's Kunlun chip winning a bid for China Mobile's procurement project indicates ongoing commercialization of domestic AI chips, with applications expanding in leading internet companies [2]