Zheng Quan Shi Bao·2026-01-21 11:04Group 1 - The semiconductor sector is experiencing strong performance, with notable gains in stocks such as Longxin Zhongke, which hit a 20% limit up, and Haiguang Information, which rose over 13% [1][3] - The A-share market saw approximately 3,100 stocks in the green, with the total trading volume in the Shanghai and Shenzhen markets around 2.62 trillion yuan, a decrease of about 180 billion yuan from the previous day [1] - The glass substrate industry is transitioning from technology validation to early-stage mass production, with expectations for commercial shipments to begin in small quantities by 2026 [7] Group 2 - The demand for server CPUs is expected to grow continuously due to data center architecture upgrades and the increasing need for AI inference computing power, with domestic server CPUs improving in performance and software compatibility [5] - The AI industry chain stocks saw significant increases, with Zhishang Technology reaching a 20% limit up and other companies like Robotech and Liantech also showing strong gains [9][11] - TSMC's latest financial report exceeded market expectations, indicating strong growth potential in the computing power sector, with a forecast for continued robust demand through 2027 [12]