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 growing number of catalysts in the semiconductor sector, with several domestic tech giants entering chip development and Huawei announcing the timeline for its Ascend chip iteration [1] - The upcoming IPO of Moore Threads on the STAR Market is significant, as it is a leading domestic GPU company focused on providing computing acceleration platforms for AI, digital twins, and scientific computing [1] Group 2 - According to recent analysis from Founder Securities, advanced packaging is becoming a crucial direction for domestic computing chips to overcome performance bottlenecks amid the slowdown of Moore's Law and limitations in advanced process technology [1] - Companies like Huawei, Cambricon, and Haiguang Information are accelerating the iteration of their computing chips, with the domestic supply chain actively supporting the goal of achieving self-sufficiency in computing chips [1]