Mei Ri Jing Ji Xin Wen·2025-12-01 06:46Group 1 - The A-share market showed strong fluctuations today, with the semiconductor sector continuing to rebound. Beijing Junzheng rose over 16%, while Transsion Holdings and China Resources Microelectronics increased by over 8% [1] - As of 13:50, the STAR 50 ETF (588080) and the E Fund Semiconductor ETF (516350) saw their respective indices rise by 0.6% and 1.6% [1] - In October, global semiconductor demand continued to improve, with slight growth in PCs and tablets, rapid growth in TWS headphones, wearable devices, and smart home products, and high-speed growth in AI servers. Demand is expected to continue recovering in November [1] Group 2 - Current global AI computing power investment is still significantly increasing, and the structural shortage in storage persists. With the positive support from AIGC and downstream consumer demand, the semiconductor industry is expected to continue its favorable development [1] - The domestic semiconductor industry's localization process is likely to accelerate, with optimism regarding advanced process manufacturing and chip architecture upgrades driving the overall domestic computing power level [1] - The STAR 50 Index consists of 50 stocks with large market capitalization and good liquidity in the STAR Market, prominently featuring "hard technology" leaders, with digital chip design and integrated circuit manufacturing accounting for over 50% [1]