Group 1 - The report highlights the resumption of AI chip sales to China by Nvidia and AMD, indicating a potential growth opportunity for semiconductor and AI-related companies listed on the Beijing Stock Exchange [2][3][13] - There are 16 semiconductor-related companies on the Beijing Stock Exchange, with a total market capitalization of 64.865 billion yuan as of July 18, 2025 [3][16] - The AI-related companies total 20, with a combined market capitalization of 75.575 billion yuan as of July 18, 2025 [3][18] Group 2 - The information technology sector experienced an average increase of 0.70% in stock prices during the week of July 14 to July 18, 2025 [24][25] - The average price-to-earnings (P/E) ratio for the information technology sector is reported at 91.3X, with notable performers such as *ST Guandao and Wanyuantong showing significant price increases [24][25][55] - The report indicates that the technology new industry consists of 150 companies, with a median P/E ratio rising from 53.3X to 53.4X during the same week [37][38] Group 3 - Parallel Technology (839493.BJ) is identified as a leading provider of supercomputing cloud services, with a revenue of 614.0033 million yuan in 2024, reflecting a year-on-year growth of 48.27% [3][20] - The company reported a revenue of 198 million yuan in Q1 2025, marking a 51.68% increase year-on-year [20][22] - The report emphasizes the strategic importance of AI and semiconductor sectors in driving growth within the Beijing Stock Exchange [2][3][15]