Core Viewpoint - The article highlights the significant growth and market performance of the semiconductor sector in the A-share market, particularly focusing on the rise of domestic AI chip companies like Cambrian and Haiguang, driven by market enthusiasm for new technologies and products [3][4][9]. Group 1: Market Performance - The electronic sector's A-share market capitalization reached 11.54 trillion yuan, marking a historical high and surpassing the banking sector to become the largest [4]. - Cambrian's stock price surged, hitting a closing price of 1243.20 yuan, with a market capitalization of over 520 billion yuan, increasing by nearly 100 billion yuan in just one day [4]. - Haiguang's market capitalization increased by over 70 billion yuan, reaching 432.5 billion yuan, positioning it as the 30th largest in the A-share market [6]. Group 2: Shareholder Dynamics - Notable shareholders in Cambrian include Chen Tian Shi, holding 119.53 million shares (28.63% of total circulating shares), and Beijing Zhongke Suanyuan Asset Management with 65.67 million shares (15.73%) [5]. - The top 10 shareholders collectively hold 267.48 million shares, representing 64.07% of the total circulating shares [5]. Group 3: Industry Trends - The announcement of "UE8M0 FP8" by DeepSeek has sparked interest in the next generation of domestic chip designs, indicating a growing synergy in the domestic AI hardware and software ecosystem [9]. - The market is witnessing a shift towards domestic AI inference chips, which are expected to play a crucial role in the development of the domestic computing power ecosystem amid international supply chain fluctuations [9].