Group 1 - Semiconductor stocks in Hong Kong continue to rise, with Huahong Semiconductor up over 6% and Zhongke Huada Technology up nearly 4% [1] - Alibaba Group's CEO announced a plan to invest 380 billion yuan in AI infrastructure, aiming for a tenfold increase in energy consumption at Alibaba Cloud's global data centers by 2032 compared to 2022 [1] - Goldman Sachs highlighted the long-term demand growth prospects for AI chips in China, benefiting leading domestic foundries like SMIC [1] Group 2 - Nvidia's increased investment in AI and Micron Technology's unexpected net outflow strengthen the demand logic for memory chips, catalyzing interest in packaging and testing segments [1] - Recent gains in the semiconductor equipment sector are seen as a market vote for more certain directions, supported by frequent industry benefits [1] - The long-term increase in domestic production rates for semiconductor equipment and materials is expected, with related companies likely to see performance improvements as a trend [1]