Group 1 - Semiconductor stocks in Hong Kong are rising against the trend, with notable increases in shares of SMIC (3.3%), Hongguang Semiconductor (nearly 2%), and Huahong Semiconductor (1.5%) [1] - Recent industry news indicates a surge in semiconductor-related activities, with several domestic tech giants entering chip development and Huawei announcing the timeline for the iteration of its Ascend chips [1] - SMIC and Huahong Semiconductor have optimistic outlooks regarding future orders and market conditions [1] Group 2 - Major news in the sector includes the upcoming IPO of Moore Threads on the STAR Market, scheduled for September 26, which is positioned as a leading domestic GPU company [1] - Moore Threads focuses on providing computing acceleration platforms for AI, digital twins, and scientific computing, filling several gaps in the domestic GPU market [1] - According to recent analysis from Founder Securities, advanced packaging is becoming a crucial direction for domestic computing chips to overcome performance bottlenecks, with companies like Huawei, Cambricon, and Haiguang Information accelerating their chip iterations [1]