Mei Ri Jing Ji Xin Wen·2025-12-11 02:49Group 1 - The A-share market showed mixed performance on December 11, with the Shanghai Composite Index down by 0.15%, while sectors like non-ferrous metals, electric equipment, and defense industries saw gains [1] - The chip technology stocks exhibited divergence, with the chip ETF (159995.SZ) declining by 0.52%. Notable gainers included Huahai Qingke up by 5.39%, Lanke Technology up by 3.14%, and Tuojing Technology up by 1.75%, while Beijing Junzheng and Haiguang Information fell by 3.48% and 2.89% respectively [1] Group 2 - Google is promoting its TPU deployment solutions to Meta and large financial institutions, with Meta planning to invest billions by 2027 to use TPUs in its data centers and renting Google chips from Google Cloud next year [3] - Analysts from ShenGang Securities predict that this business could generate billions in annual revenue for Google, suggesting to pay attention to leading companies in the optical module and PCB sectors, as well as those likely to benefit from the rise of custom AI chips [3] - The chip ETF (159995) tracks the National Chip Index, comprising 30 leading companies in the A-share chip industry, including SMIC, Cambricon, Changdian Technology, and Northern Huachuang [3]