恒生指数盘中突破27000点关口，头部互联网大厂自研芯片成市场关注焦点

Group 1 - The Hong Kong stock market showed mixed performance, with the Hang Seng Index briefly surpassing 27,000 points before retreating, while the Hang Seng Tech Index rose over 1% [1] - Semiconductor stocks continued to rally, and the robotics sector maintained strong momentum, with leading stocks like Hua Hong Semiconductor and Horizon Robotics showing significant gains [1] - Baidu's Kunlun chip won a multi-billion yuan order in China Mobile's AI computing device procurement project, highlighting the growing focus on self-developed chips by major internet companies [1] Group 2 - Domestic AI chip applications are expanding, with leading internet firms gaining a first-mover advantage in commercializing these products, which are experiencing performance improvements and broader market coverage [2] - The AI large model sector is identified as the area with the highest demand for AI computing power, with major internet companies investing heavily in this field [2] - The Hang Seng Tech Index has surpassed the 6,300-point mark, with expectations of continued inflows from southbound funds and a potential revaluation of tech stocks driven by AI narratives [2]