本土公司加速芯片国产创新，机构：看好存储领域设备国产化率率先提升

Group 1 - The core viewpoint of the news highlights the strong performance of GPU-related stocks, particularly due to the upcoming IPO of Moore Threads on the STAR Market, with Haiguang Information rising by 10.70% and SMIC by 6.25%, both reaching historical price highs [1] - The semiconductor equipment ETF (561980), which heavily invests in these stocks, also saw a 3.33% increase with a trading volume of 190 million yuan, indicating strong market interest [1] - As of September 19, SMIC and Haiguang Information were the fourth and fifth largest weights in the ETF, accounting for 10.03% and 9.12% respectively, with the top ten weights covering major players in the semiconductor sector [1] Group 2 - Looking ahead to the second half of 2025 and 2026, Haitong Securities identifies three major investment opportunities: AI-driven advanced logic capital expenditure in 2026, sustained advanced logic investment in China, and increased domestic production rates in the storage equipment sector [2] - Dongguan Securities emphasizes that data will be the "new fuel" driving AI development, with AI storage capacity demand expected to grow by 500 times by 2025, accounting for over 70% of the market [2] - The policy environment is strongly favoring the domestic production of computing chips, while local cloud providers are increasing capital expenditures and adapting to mainstream domestic chips, which is expected to accelerate the construction of a domestic computing ecosystem [2]