Zhong Guo Neng Yuan Wang·2025-12-29 02:52Market Overview - The AI sentiment concerns have eased, leading to an overall increase in electronic technology stocks, with the electronic industry index rising by 4.71% and semiconductors up by 5.07% during the week of December 22-26, 2025 [1] - The consumer electronics sector saw a rise of 3.48%, while optical and optoelectronic stocks increased by 0.94% [1] - In the overseas market, the Christmas rally contributed to a general rise in tech stocks, with the Nasdaq increasing by 1.22% and the Hang Seng Tech index up by 0.37% [1] Industry Updates - The storage market continues to see price increases, with NAND flash wafer prices rising over 10% and SSD prices increasing by 15% to 20% in December [3] - Major storage suppliers like Samsung and SK Hynix have raised HBM3E prices by nearly 20% for 2026 [3] - Semiconductor manufacturers are also adjusting prices, with companies like Beijing Junzheng implementing new pricing for some storage and computing chips [3] Product Launches and Developments - Huawei launched the nova15 series, featuring the Kirin 9010S processor and advanced imaging systems [2] - Samsung introduced the Exynos 2600, the industry's first 2nm process smartphone application processor, claiming a performance improvement of up to 39% [2] - Groq and NVIDIA have signed a non-exclusive licensing agreement for inference technology, indicating ongoing collaboration in computing power [2] Investment Recommendations - The strong performance in the tech market and the acceleration of AI deployments by major companies suggest potential investment opportunities in firms like SMIC, Beijing Junzheng, and Huafeng Technology [4] - The ongoing price increases in storage and wafer production may benefit companies involved in these sectors [4]