Ge Long Hui·2025-10-06 07:24Group 1 - Semiconductor companies SMIC and Hua Hong Semiconductor have seen significant stock price increases, with SMIC's stock rising 1.32% to reach a new high of 92.1 HKD, marking a year-to-date increase of 189.6% and a market capitalization exceeding 730 billion HKD [1] - Hua Hong Semiconductor's stock rose by 6.8% to 93.45 HKD, also reaching a new historical high, with a year-to-date increase of 331.6% and a market capitalization surpassing 160 billion HKD [3] Group 2 - Goldman Sachs has raised the target prices for SMIC and Hua Hong Semiconductor to 117 HKD, citing the expanding AI ecosystem in China as a significant opportunity for the semiconductor sector [6] - The report indicates that as domestic AI solutions develop, both SMIC and Hua Hong Semiconductor are expected to become leading foundries in China and benefit in the long term [6] - Citigroup forecasts that AI-related sales will grow from zero to over 25% of the market share within five years, with global semiconductor sales expected to increase by 16% to a record high of 731 billion USD by 2025, driven entirely by price increases [6]