芯片股大爆发，寒武纪逼近5000亿市值

Core Viewpoint - The semiconductor sector is experiencing significant gains, particularly in domestic chip stocks, driven by positive market sentiment and developments in AI chip technology [1][4]. Group 1: Market Performance - Chip stocks are rising sharply, with Haiguang Information up over 17% and Cambrian up over 12% as of midday trading [1]. - Cambrian's stock price approached 1200 yuan, with a market capitalization nearing 500 billion yuan, reflecting a nearly 94% increase since July [1]. - The STAR 50 Index surged over 5%, and several chip-related ETFs rose more than 6% [2]. Group 2: ETF Performance - Multiple chip-related ETFs showed strong performance, with the following notable increases: - The STAR Chip ETF Index rose by 6.55% [3]. - The BoShi STAR Chip ETF increased by 6.54% [3]. - The Guotai STAR Chip ETF saw a rise of 6.48% [3]. Group 3: Industry Developments - The release of DeepSeek-V3.1, which supports the upcoming generation of domestic chips, indicates a shift towards domestic AI chip applications, potentially accelerating the domestic computing ecosystem [3][4]. - Citic Securities believes that the domestic computing sector is entering a phase of intensive catalysts, with opportunities arising from the international supply chain fluctuations [4]. - Noan Fund emphasizes the importance of AI in technology investments, highlighting the need to monitor the ASIC replacement process and the long-term opportunities presented by domestic alternatives [4].