SEPTWOLVES(SZ:002029) Sou Hu Cai Jing·2025-10-27 09:22Core Insights - Traditional companies are diversifying into AI chip investments as a strategic move to secure future growth while maintaining their core businesses [1][2] - The AI chip market has shown significant potential, with its market size exceeding one trillion yuan last year, making it an attractive sector for investment [1] Group 1: Company Strategies - Seven Wolves has invested in AI chip companies, holding 0.47% of Muxi Integrated Circuit and participating in funding for leading GPU firm Moore Threads through Shenzhen Innovation Investment Group [1] - Jinzi Ham has announced plans to acquire up to 20% of Zhongsheng Microelectronics for no more than 300 million yuan, focusing on high-speed optical communication and wireless access chips [1] - Yangyuan Beverage has invested 1.6 billion yuan to acquire 0.99% of the parent company of Yangtze Memory Technologies, a leading domestic storage chip manufacturer [1] Group 2: Industry Context - The traditional apparel industry is facing growth challenges, prompting companies to seek new avenues for expansion, such as AI chips [1] - The shift towards AI technology is seen as a proactive response to market pressures and a strategic move to build a second growth curve using stable cash flows from existing businesses [2] - The trend of traditional industries entering the semiconductor space reflects a deeper dialogue between established sectors and cutting-edge technology, indicating potential for unexpected cross-industry innovations in the future [2]