VeriSilicon(SH:688521) Sou Hu Cai Jing·2025-12-30 03:30Group 1 - The core focus of the news is the active performance of AI-related stocks, particularly the domestic AI industry chain, with the Huabao AI ETF (589520) showing a significant intraday increase of 1.2% and currently up by 0.68%, recovering above the 60-day moving average and aiming for a five-day consecutive rise [1] - Chip Origin Technology (芯原股份) reported new orders of nearly 2.5 billion yuan in the fourth quarter, marking a substantial year-on-year increase of 129.94%, setting a record for the highest quarterly new orders [2] - Over 84% of the new orders for Chip Origin Technology in the fourth quarter were related to AI computing power, indicating a strong demand in this segment [2] Group 2 - According to Everbright Securities, the significant increase in orders for Chip Origin Technology reflects heightened activity in the AI chip design sector, driven by both accelerated domestic substitution and the growing demand for computing power [3] - The Chinese AI chip market is projected to surge from 142.54 billion yuan in 2024 to 1,336.79 billion yuan by 2029, highlighting the expansive market potential for domestic AI chips [3] - The Huabao AI ETF and its associated funds focus on the domestic AI industry chain, with over 70% of the top ten holdings concentrated in this sector, particularly in semiconductors, which account for more than half of the ETF's weight [4]