Group 1 - Semiconductor stocks have shown some recovery, with Huahong Semiconductor (01347) rising by 2.61%, and Hard Egg Innovation (00400), Jingmen Semiconductor (02878), Chip Intelligence Holdings (02166), and Brain Hole Technology (02203) increasing by over 1% [1][2] - HSBC Investment Management's head of China and core Asia equities, Shen Yu, indicates that the story of AI capital expenditure in China has just begun, with significant growth expected in domestic GPU and AI computing power localization over the next 12 to 18 months [1][2] - In the next 6 to 12 months, a large number of domestic GPU and AI computing-related companies are expected to be listed on A-shares and H-shares, with the domestic GPU substitution rate anticipated to rise rapidly to over 50% in the coming years, potentially reaching 79% [1][2] - This development is expected to create a substantial domestic AI industry chain, significantly promoting the development of AI applications in China [1][2]
半导体股部分回升 华虹半导体(01347)升2.61% 汇丰预计本土GPU与AI算力国产化将大幅增长