Group 1 - The semiconductor and memory sectors experienced a significant surge, with multiple companies reaching their daily limit up, including Purun Co., Huida Technology, and others, indicating strong market sentiment [1] - The increase in stock prices is attributed to the Fourth Plenary Session's announcement to accelerate high-level technological self-reliance and strength, which is expected to boost domestic semiconductor companies [2][3] - Major memory companies like Samsung and SK Hynix have raised DRAM and NAND flash prices by up to 30%, signaling the start of a price increase cycle in response to market supply-demand imbalances [4] Group 2 - The Fourth Plenary Session emphasized the importance of original innovation and key core technology breakthroughs, aiming to enhance China's technological capabilities and competitiveness [3][5] - Financial and fiscal policies during the 15th Five-Year Plan period are expected to support technological innovation and industrial development, with a focus on improving the capital market and financing environment for hard technology and specialized enterprises [5][6] - The current memory supercycle is characterized by a structural shift driven by AI, with domestic memory chip manufacturers gaining market share as leading companies shift focus to advanced process nodes [6]