Market Overview - On December 1, the Shanghai Composite Index rose by 0.65% to close at 3914.01 points, the Shenzhen Component Index increased by 1.25% to 13146.72 points, and the ChiNext Index gained 1.31% to 3092.50 points [1] - The overnight U.S. market saw the Dow Jones Industrial Average decline by 0.90%, the Nasdaq Composite fell by 0.38%, and the S&P 500 dropped by 0.53% [1] Industry News - DeepSeek released two official model versions, DeepSeek-V3.2 and DeepSeek-V3.2-Speciale, with updates available on their official website, app, and API [2] - NVIDIA invested $2 billion in Synopsys at a share price of $414.79, aiming to enhance GPU-accelerated engineering solutions through collaboration in engineering and marketing activities [2] AI Glasses Market - The AI glasses concept stocks in the A-share market gained renewed attention, with major tech companies entering the space. Alibaba launched Quark AI glasses on November 27, which sold out in the first batch [3] - Li Auto is set to hold a launch event for its first AI glasses on December 3, while Meta's new Ray-Ban smart glasses received positive global feedback, and Google is reviving its AI glasses project, potentially launching in Q4 2026 [3] Semiconductor Supply Chain - Samsung Electronics and SK Hynix have become key players in Google's TPU supply chain, with SK Hynix likely to be the preferred supplier for Google's seventh-generation TPU internal HBM3E 8-layer chips [3] - Huajin Securities remains optimistic about the semiconductor supercycle driven by AI, recommending attention to the entire semiconductor industry chain from design to manufacturing and packaging [3] Related ETFs - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the Sci-Tech Board Semiconductor Materials and Equipment Index, focusing on semiconductor equipment (61%) and materials (23%) [4] - The Semiconductor Materials ETF (562590) also emphasizes semiconductor equipment (61%) and materials (21%), highlighting the importance of domestic substitution in the semiconductor industry [4]
半导体早参 | DeepSeek发布新模型，英伟达投资20亿美元入股EDA霸主新思科技