Group 1 - The Shanghai Composite Index has dropped by 1.20%, marking three consecutive days of significant decline, particularly affecting the AI sector, with the Huaxia Sci-Tech AI ETF (589010) down by 3.81% [1] - Major stocks in the AI sector, such as Lingyun Optics and Cambrian, have seen declines of 9.63% and 9.61% respectively, while Stone Technology and Lanke Technology have dropped over 5% [1] - Trading volume has decreased significantly, with over 20 million in transactions and a turnover rate of 7.86%, indicating a more cautious market stance [1] Group 2 - Guosen Securities reports a rapid increase in the semiconductor sector, driven by TSMC's upward revision of annual performance guidance, leading to a sector-wide rally [2] - Companies like DeepSeek and Alibaba have increased their commitment to domestic computing power, enhancing procurement ratios, while domestic advanced process capabilities are improving [2] - The Huaxia Sci-Tech AI ETF (589010) closely tracks the Shanghai Stock Exchange Sci-Tech AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2]