刚刚，集体爆发！四大重磅，彻底引爆！

Core Viewpoint - The artificial intelligence sector is experiencing significant momentum, driven by major developments and predictions regarding computational power and AI capabilities [1][4][5]. Group 1: AI Developments - The DeepSeek-R1 model research paper, led by Liang Wenfeng, was featured on the cover of the prestigious journal Nature, marking a significant milestone as the first mainstream large language model to undergo peer review [3]. - Elon Musk stated that xAI has the potential to achieve Artificial General Intelligence (AGI) through its GROK 5 model, while the Colossus 2 data center is set to become the world's first G-Watt level cluster [4]. - Huawei predicts that by 2035, the total computational power in society will increase by 100,000 times, with AI storage capacity demand expected to grow by 500 times compared to 2025 [4]. Group 2: Market Performance - Semiconductor stocks surged in early trading, with SMIC A-shares rising over 7% and Huahong Semiconductor also seeing a similar increase, while the semiconductor ETF rose nearly 6% [2]. - The AI-related ETFs also performed well, with the semiconductor ETF increasing by over 4% and the Sci-Tech AI ETF rising by over 3% [1][2]. Group 3: Industry Growth - China's AI industry is projected to exceed 700 billion yuan in scale by 2024, maintaining a growth rate of over 20% annually [5]. - The World Trade Organization forecasts that AI applications could boost global trade by nearly 40% by 2040, with trade volumes expected to increase by 34% to 37% under favorable policies [5][6].