智通财经网·2025-10-28 03:56Group 1 - Chip stocks continue their recent upward trend, with notable increases in Shanghai Fudan (+4.71% to HKD 43.6), Huahong Semiconductor (+3.12% to HKD 89.2), Hongguang Semiconductor (+1.92% to HKD 0.53), and SMIC (+1.75% to HKD 84.25) [1] - Domestic technology assets are rapidly appreciating, particularly in core AI computing power assets, driven by significant investments in high-end AI computing that are becoming industrialized and rapidly iterating [1] - The domestic AI chip era is emerging, with a fully integrated domestic AI industry chain from advanced processes and packaging to model acceleration and upgrades by major companies like ByteDance, Alibaba, and Tencent [1] Group 2 - The trend towards the localization of core software and hardware is becoming increasingly prominent against the backdrop of major power technology competition, with domestic computing power expected to resonate with domestic software [1] - This synergy is anticipated to drive the construction of a localized ecosystem, contributing to the important goal of achieving high-level technological self-reliance and strength [1]