Ingenic(SZ:300223) Mei Ri Jing Ji Xin Wen·2025-12-01 04:56Group 1 - The A-share market saw all three major indices rise, with the Shanghai Composite Index increasing by 0.29%. Key sectors that performed well included precious metals, base metals, and energy equipment, while engineering machinery and power generation equipment faced declines [1] - The chip technology sector showed mixed performance, with the chip ETF (159995) down by 0.30%. Notable gainers among its constituent stocks included Beijing Junzheng up by 4.99%, Hu Silicon Industry up by 2.60%, and Changdian Technology up by 1.98%. Conversely, companies like Tuojing Technology and Jinghe Integration experienced declines of -4.30% and -3.40%, respectively [1] Group 2 - Alibaba Group reported its Q2 FY2026 earnings, with revenue increasing by 5% year-on-year to 247.795 billion yuan. AI-related product revenue continued to show strong momentum, achieving another quarter of triple-digit year-on-year growth. Over the past four quarters, Alibaba's capital expenditure in AI and cloud infrastructure reached approximately 120 billion yuan [3] - Huajin Securities highlighted Huawei's release of the "Intelligent World 2035" and "Global Digital Intelligence Index 2025" reports, indicating that general artificial intelligence will be a transformative technological driver over the next decade, with total societal computing power expected to grow by up to 100,000 times by 2035. The report suggests a positive outlook for the semiconductor cycle driven by AI, recommending attention to the entire semiconductor industry chain [3] - The chip ETF (159995) tracks the Guozheng Chip Index, comprising 30 leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, including SMIC, Cambricon, Changdian Technology, and Northern Huachuang. The fund has both A-class (008887) and C-class (008888) options available [3]