Group 1 - The semiconductor sector is experiencing a strong performance, with the ChiNext 50 ETF (588950) rising by 4.55% and key stocks like Huahai Qingke increasing over 17% [1] - The ChiNext Composite Index ETF (589890) also saw a rise of 3.53%, with stocks such as Shenkong Co. and Shangwei New Materials hitting the daily limit [1] - DeepSeek has released the DeepSeek-V3.1-Terminus version, marking a significant advancement in AI technology in China, addressing key user feedback and improving performance [1] Group 2 - The ChiNext 50 ETF closely tracks the SSE ChiNext 50 Index, focusing heavily on "hard technology" with over 65% weight in the semiconductor industry [2] - The ChiNext Composite Index ETF reflects the overall performance of companies listed on the ChiNext board of the Shanghai Stock Exchange [2]

Group 1 - The State Council has issued an action plan for the deep implementation of "Artificial Intelligence +" with goals set for 2027 and 2030, aiming for significant integration of AI in six key areas and a rapid growth in the scale of the intelligent economy [1] - By 2027, the plan targets over 70% penetration of new generation intelligent terminals and agents, while by 2030, this figure is expected to exceed 90%, positioning the intelligent economy as a crucial growth driver for China's economic development [1] - The "hard technology" related ETFs have shown strong performance, with the Kexin 50 ETF (588950) rising over 2% as of August 25, 2025, driven by significant gains in constituent stocks such as Ailis, Yingxi Network, and Jingchen [1] Group 2 - The Kexin Comprehensive Index ETF (589890) has increased by over 1.5%, with constituent stocks like Nanjing New Pharmaceutical and Kaipu Cloud hitting the upper limit, while Ailis and Shijia Photon also saw gains [2] - Huajin Securities highlights the release of DeepSeek-V3.1, which supports FP8 precision and is expected to accelerate the domestic computing power ecosystem, particularly benefiting the domestic chip design sector [2] - The technology growth sector is anticipated to maintain high prosperity driven by the AI technology revolution and emerging industry trends, as noted by China Galaxy Securities [3]

Group 1 - The Ministry of Industry and Information Technology is guiding the orderly construction of computing power facilities to enhance the quality of computing resource supply and accelerate breakthroughs in key core technologies such as GPU chips [1] Group 2 - Affected by the news, Cambricon's stock opened with a significant increase, reaching nearly 1400 yuan, closing the gap with Kweichow Moutai to less than 100 yuan [2] - Goldman Sachs raised Cambricon's target price by 50% to 1835 yuan, with projected revenue of 1.17 billion yuan in 2024, representing a year-on-year growth of 65.56% [2] - In Q1 of this year, Cambricon's revenue surged to 1.11 billion yuan, showing a year-on-year increase of over 4200% [2] - The STAR 50 ETF and STAR Composite Index ETF also performed strongly, with increases of 4.03% and 3.19% respectively as of August 25, 2025 [2] - Zhongyuan Securities indicated that in the first half of 2025, technological innovation will drive the rise of domestic large models, with widespread AI applications and the launch of new AI glasses, marking the beginning of an era of universal intelligent driving [2] - The semiconductor industry continues to recover, with increased demand for self-controlled technologies, and strong demand for AI computing power expected in the second half of the year [2] Group 3 - The STAR Composite Index ETF closely tracks the performance of the Shanghai Stock Exchange's STAR Market listed companies, reflecting the overall performance of these securities [3]

Group 1 - The semiconductor industry is experiencing significant growth, with over 7.3 billion yuan of net inflow from major funds on August 22, leading to a collective rise in the three major indices [1] - The Shanghai Stock Exchange Sci-Tech Innovation Board 50 Index (000688.SH), which has over 60% weight in the semiconductor sector, increased by 4.91%, with notable stocks like Haiguang Information rising over 16% and Cambrian-U rising over 13%, reaching a historical high [1] - The Tianfeng Securities report indicates a positive outlook for global semiconductor growth through 2025, driven by AI and ongoing domestic innovation, with strong performance expected in the semiconductor sector for Q2 and the upcoming peak season in Q3 [1] Group 2 - The Sci-Tech Innovation Board Comprehensive Index ETF (589890) closely tracks the performance of the Shanghai Stock Exchange Sci-Tech Innovation Board Comprehensive Price Index (000681.SH), reflecting the overall performance of listed companies in the sector [2] - Huafu Securities highlights the continuous expansion of the global semiconductor materials market, predicting an increase in the domestic semiconductor materials localization rate, indicating a favorable investment window for domestic semiconductor materials [2]