Group 1: Market Performance - Hong Kong chip stocks continue to rise, with increases of nearly 13%, over 8%, and more than 4%, all reaching historical highs [1] - Notable stock performances include BrainTech (+12.90%), SMIC (+8.30%), and Central China Technology (+4.73%) [2] Group 2: Industry Developments - DeepSeek and Zhiyu have announced the launch of new generation large models compatible with domestic chips, with DeepSeek-V3.2-Exp released on September 29 [2] - Major chip manufacturers such as Huawei Ascend, Cambricon, and Haiguang Information have completed adaptations for the new model, showcasing high compatibility and performance [2] Group 3: Price Trends - Micron has notified channels of an impending price increase of 20%-30% for storage products, with NAND flash and DRAM quotes paused for a week [3] - The market anticipates that Micron's NAND flash prices could rise by as much as 30%, indicating a new cycle in storage chip pricing [3]
港股芯片股延续涨势!中芯国际、华虹半导体再创历史新高,机构称国产AI芯片大时代已开启