Sou Hu Cai Jing·2026-01-14 02:33Group 1 - The A-share market saw a rise in the semiconductor sector, with the China Securities Chip Industry Index increasing over 3% as of January 14, driven by significant gains in stocks like Baiwei Storage, which rose over 14% [1] - The China Securities Chip Industry Index has experienced a cumulative increase of over 19% since November 24 of the previous year, indicating a strong upward trend [1] - The Tianhong Chip ETF (159310) also saw a substantial increase, with a latest scale of 1.129 billion yuan as of January 13, reflecting positive market sentiment [1] Group 2 - The U.S. government approved NVIDIA's export of its H200 AI chips to China, which is expected to restart shipments to Chinese customers, with the U.S. Department of Commerce overseeing the approval and security review process [1] - Guangzhou is seeking public opinion on policies aimed at promoting high-quality development in the integrated circuit industry, focusing on advanced chip design and support for various specialized chips [2] - Recent trends in the semiconductor sector are driven by a price surge in the industry chain, sustained AI demand, and a strengthening of domestic production logic, indicating a structural market shift [2]