智通财经网·2025-09-19 02:41Group 1 - Semiconductor stocks continue to rise, with notable increases in shares of Huahong Semiconductor (+7.25%), SMIC (+3.96%), and others [1] - Nvidia plans to invest $5 billion in Intel, potentially becoming one of its largest shareholders with a stake of 4% or more [1] - Intel will customize x86 CPUs for Nvidia in the data center sector and produce x86 system-on-chip solutions integrated with Nvidia's RTX GPUs for personal computing [1] Group 2 - Guosen Securities reports a rapid increase in the semiconductor sector, driven by TSMC's upward revision of annual performance guidance and optimistic outlooks from SMIC and Huahong Semiconductor [1] - The Ministry of Commerce has initiated anti-dumping investigations on US-made analog chips, highlighting a focus on domestic chip production and wafer foundry sectors [1] - Domestic companies like Alibaba and Baidu are developing their own computing chips, indicating a gradual decoupling from overseas technologies in model training [1]