Maxwell(SZ:300751) Zheng Quan Shi Bao Wang·2025-12-29 07:25Group 1 - The core point of the news is the significant activity in the semiconductor sector, driven by the launch of the National Venture Capital Guidance Fund, which is expected to mobilize trillions in funding for early-stage projects in integrated circuits and artificial intelligence [2][3] - The semiconductor index saw a rise of over 1.5% on December 29, with individual stocks like Maiwei Co. hitting a 20% limit up, and others such as Dongwei Semiconductor and Cambricon also experiencing substantial gains [3] - The National Venture Capital Guidance Fund officially started on December 26, aiming to attract diverse investments to support strategic emerging industries, including integrated circuits and artificial intelligence [3] Group 2 - In the South Korean stock market, major chip companies like SK Hynix and Samsung Electronics have seen their stock prices rise significantly, with SK Hynix increasing over 6% and Samsung Electronics over 2% [4] - Statista Market Insights projects the global semiconductor market to reach $659.1 billion in 2024, reflecting a 20% year-on-year growth, with integrated circuits making up 73.9% of the market share [5] - Investment firms are optimistic about the domestic semiconductor industry, particularly in areas like third-generation semiconductor materials and computing chips, driven by national policies and international dynamics [6]