CCEM(SZ:300655) Sou Hu Cai Jing·2025-10-27 04:11Group 1 - The semiconductor industry index has seen a strong increase of 2.05%, with notable gains in component stocks such as Jingrui Electric Materials up 15.17% and Aisen Co. up 7.36% [3] - The semiconductor industry ETF (159582) rose by 2.21%, reaching a latest price of 2.27 yuan, and has accumulated an 8.30% increase over the past week [3] - The trading activity in the semiconductor industry ETF was robust, with a turnover rate of 14.1% and a transaction volume of 58.68 million yuan [3] Group 2 - A significant breakthrough in the domestic chip sector was reported, where a team from Peking University utilized cryo-electron microscopy to observe the microscopic behavior of photoresist in developing solutions, potentially reducing wafer defects by over 99% [3] - The domestic AI computing power market is entering a growth phase, with expected orders of approximately 2.004 billion yuan for Moer Thread and 1.43 billion yuan in hand orders for Muxi [3] Group 3 - The demand for high-performance computing chips is being driven by cloud-based large model training and edge AI applications, with domestic manufacturers like Huawei Ascend and Muxi enhancing market confidence in autonomous computing power [4] - The semiconductor industry ETF has experienced a net outflow of 6.5534 million yuan recently, but has attracted a total of 40.9866 million yuan over the past ten trading days [4] - The top ten weighted stocks in the semiconductor industry index account for 78.18% of the index, including companies like Zhongwei Company and North Huachuang [4]