Ge Long Hui A P P·2025-12-30 04:09Group 1 - The semiconductor sector showed active performance with notable stock increases, including a 1.49% rise in SMIC and a 10% increase in Zhaosheng Microelectronics [1] - On December 29, SMIC announced plans to issue 547 million shares to acquire 49% equity in SMIC North, with a transaction price of 40.601 billion yuan [1] - SMIC plans to significantly increase its stake in SMIC South to 41% through a large capital increase with major shareholders, indicating a strategic move to enhance control over core manufacturing [1] Group 2 - The semiconductor equipment ETF E Fund (159558) tracks an index where semiconductor equipment constitutes 62%, showing resilience in the context of domestic substitution trends [2] - The Xinchuan ETF E Fund (159540) focuses on digital chip design, which makes up 41% of its index, potentially benefiting from the rising demand for domestic AI infrastructure [2] - The Sci-Tech Innovation and Entrepreneurship AI ETF E Fund (159140) targets domestic chips and optical modules, serving as an effective investment tool amid the growing certainty in AI hardware construction [2]