全线暴涨！阿里抛出重磅利好！

Core Viewpoint - The A-share and Hong Kong stock markets experienced significant gains on the anniversary of the "9·24" event, with various sectors, particularly semiconductors, leading the rally [1][2]. Market Performance - The Shanghai Composite Index rose by 0.83%, the Shenzhen Component Index increased by 1.8%, the ChiNext Index climbed by 2.28%, and the STAR 50 Index surged by 3.49% [1]. - A total of 4,458 stocks in the market rose, with 88 stocks hitting the daily limit [1]. Sector Highlights - The semiconductor sector led the gains with a rise of 4.60%, supported by significant capital inflow of 156.7 billion [2]. - Other notable sectors included electronic chemicals (+4.08%), energy metals (+3.39%), and photovoltaic equipment (+3.24%) [2]. Key Drivers - Alibaba's announcement of a partnership with NVIDIA in the field of Physical AI at the 2025 Cloud Summit was a major catalyst for the semiconductor market rally [3]. - Alibaba Cloud showcased its comprehensive AI infrastructure, indicating a strong foundation for AI application commercialization [3][6]. Industry Implications - The advancements in AI infrastructure by major companies like Alibaba signal a robust growth opportunity for the semiconductor supply chain [6][8]. - The semiconductor industry is expected to benefit from a significant increase in demand, similar to trends observed in the U.S. tech giants' investments in AI [9]. Recent Developments - Domestic semiconductor companies are transitioning from the investment phase to the revenue generation phase, with many reporting substantial growth in revenue and net profit [13][18]. - The latest performance data indicates that the domestic semiconductor sector is experiencing a strong recovery, with some companies reporting growth rates exceeding 50% [18]. Future Outlook - The performance of the A-share semiconductor sector since September 2025 is attributed to multiple factors, including policy support, technological breakthroughs, and improved liquidity conditions [20]. - The potential for growth in China's tech sector remains significant, with the market still appearing undervalued compared to global peers [20].