Nvidia(US:NVDA) Ge Long Hui·2026-02-09 03:18Group 1 - The semiconductor sector is experiencing a strong rally, with the Tianhong ETF tracking the Sci-Tech Innovation Board chip design index rising over 3% and recording a net inflow of 214 million yuan over the past five days [1] - The index focuses on companies listed in the chip design sector on the Sci-Tech Innovation Board, with over 95% of its weight concentrated in digital and analog chip design [1] - The semiconductor industry is projected to enter the trillion-dollar era, with total sales expected to reach 791.7 billion USD by 2025, and a further 26% growth anticipated in 2026 according to the Semiconductor Industry Association (SIA) [1] Group 2 - Major internet companies are maintaining high investments in AI, driving a new upcycle in the semiconductor sector, while rising prices of upstream raw materials like copper and gold are causing "semiconductor inflation" [2] - The rapid increase in storage prices is expected to improve the performance of related companies, with domestic GPU companies going public likely to boost demand for upstream wafer foundries [2] - The ongoing listing process of domestic storage leaders and the anticipated rise in DRAM prices are expected to significantly enhance company performance, necessitating expansion [2]