Ge Long Hui A P P·2025-11-27 02:54Core Insights - The semiconductor and computing hardware sectors are experiencing significant gains, with companies like Industrial Fulian and Cambrian rising over 6% and 4% respectively, contributing to a 2.63% increase in the chip ETF and a 2% rise in the 5G communication ETF, with a total increase of 11% over the past three days [1] Market Dynamics - Wall Street dismisses the "zero-sum game" theory, suggesting that the AI chip market, valued in trillions, can accommodate multiple players, indicating potential for co-prosperity among chip giants like Google and NVIDIA [1] - Domestic GPU chip manufacturer Muxi Co. is accelerating its IPO process, set to officially launch on December 5, with its new C700 series products competing against NVIDIA's H100 [1] - The flash memory market is seeing a surge in demand for urgent orders, leading to continued price increases for most storage finished products in November [1] - Foxconn has committed to reinvesting $569 million in the U.S. to boost data server production, while Industrial Fulian has raised its share repurchase price limit to no more than 75.00 yuan per share [1] Industry Outlook - According to a report from China Galaxy Securities, the electronics industry is undergoing a critical transition driven by AI, with core opportunities concentrated in three main areas: semiconductor sector, consumer electronics, and component devices, projected through 2026 [1]