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Group 1 - The article discusses the impact of increased "domestic substitution" policies on the semiconductor sector, particularly in China, where the government has reportedly banned state-owned data centers from using foreign AI chips [3] - New guidelines require that any data center receiving national funding must use 100% domestic AI chips for new projects, and existing projects with less than 30% completion must replace foreign chips with domestic ones [3] - The news has led to a significant rise in market expectations for domestic high-end AI chip demand, resulting in substantial stock price increases for related listed companies [3] Group 2 - The overall market is showing signs of recovery, with the technology sector, especially the semiconductor segment, performing particularly well [3] - The credibility of the news regarding the government's stance on foreign AI chips is considered reasonable, as there has been no official denial from authorities, suggesting a tacit acceptance of the policy [3]