Group 1 - Semiconductor sector shows strong rebound with stocks like Dongxin Co., Huahong Semiconductor, and Fudan Microelectronics rising by 8.12%, 4.04%, and 2% respectively, driving the Southern Science and Technology Chip ETF up by 1.18% and a year-to-date increase of 56% [1] - The rebound is driven by a combination of rising memory chip prices and domestic IPOs, with Samsung increasing memory chip prices by 30%-60% in November and global storage market size reaching $58.459 billion in Q3, expected to hit a new quarterly high in Q4 [1] - SMIC reported record high revenue in Q3 and indicated a supply shortage in the storage industry, predicting that high price levels will persist [1] Group 2 - The Southern Science and Technology Chip ETF tracks the semiconductor index covering upstream to downstream sectors, with a current size of 2.559 billion yuan and a year-to-date increase of 336.64% in fund shares [1] - Despite a weak overall performance in the semiconductor sector last week, the long-term development logic remains unchanged, emphasizing supply chain security and self-sufficiency as long-term trends [2] - The domestic substitution strategy for equipment and materials is considered robust, with digital chips being the core carrier for computing autonomy and advanced packaging benefiting from technological upgrades [2]