Group 1 - Semiconductor stocks are performing actively, with ASMPT rising 6.33% to HKD 84, SMIC up 3.37% to HKD 75.05, and Huagong Semiconductor increasing by 1.72% to HKD 0.59 [1] - The expectation of rising prices for semiconductor silicon wafers is intensifying, leading to significant stock price increases for companies like GlobalWafers, Win Semiconductors, and others [1] - Dongguan Securities recently reported that policies are strongly favoring the localization of computing power chips, while major cloud companies like Alibaba and Tencent are increasing capital expenditures and adapting to mainstream domestic chips [1] Group 2 - Alibaba and Baidu have begun using internally designed chips to train AI models, replacing some of NVIDIA's chips, which is expected to accelerate the construction of a domestic computing power ecosystem [1] - Apart from AI computing power chips, advanced process wafer foundry, memory, and advanced packaging sectors are also expected to benefit from these trends [1]