Cambricon(SH:688256) Ge Long Hui A P P·2025-10-22 06:31Group 1 - The core viewpoint of the articles highlights a strengthening trend in the computing power chip sector, with notable gains in stocks like Cambricon, which rose over 4%, pushing its market capitalization back above 600 billion [1] - The Science and Technology Innovation Artificial Intelligence ETF (588730) has turned positive, tracking the Shanghai Stock Exchange's AI index, which covers various segments of the AI industry, with digital chip design accounting for 52.6% of its weight [1] - The Ministry of Industry and Information Technology of China is seeking public opinions on the "Guidelines for the Construction of Computing Power Standard System (2025 Edition)," aiming to revise over 50 standards by 2027 across various computing power aspects [1] Group 2 - Goldman Sachs predicts a more sustained upward trend in the Chinese stock market, estimating a potential 30% increase in key indices by the end of 2027, driven by a 12% growth in profit trends and a 5%-10% further revaluation potential [1] - Analysts suggest that the combination of demand-side stimulation and the new five-year plan will aid in growth rebalancing and mitigate internal risks, while AI is reshaping profit structures with capital expenditures positively impacting profits [2] - There remains a significant undervaluation of Chinese stocks relative to global markets, with potential asset reallocation in China amounting to several trillion dollars [2]