Group 1 - The semiconductor sector experienced a strong rally on December 12, with companies like Shanghai Hejing and Cambricon hitting a 20% limit up, and others like Shengke Communication and Fuman Micro rising over 10% [1] - The global semiconductor industry entered an upward cycle in Q2 2023, with overseas semiconductor industries, particularly in North America, maintaining high growth rates around 20% driven by AI infrastructure [1] - Domestic semiconductor industry benefits more from the recovery in consumer electronics rather than AI, with sales growth expected to slow down in the second half of 2024, while the general industrial sector is anticipated to gradually recover and drive sales growth upward in the first half of 2025 [1] Group 2 - CITIC Securities indicates that the current semiconductor cycle is still in an upward channel, with AI continuing to be the main growth driver for the semiconductor industry [1] - The demand for cloud AI is persistent, and terminal AI applications are expected to accelerate, with Chinese semiconductor manufacturers likely to benefit significantly in the ongoing AI industry development [1] - The investment logic for listed companies can be divided into two main lines: focusing on domestic substitution in the cloud sector and looking at downstream increments in the terminal sector [1] Group 3 - The overseas AI industry has consistently exceeded expectations this year, while domestic foundational models are iterating continuously, narrowing the gap with overseas counterparts and driving domestic computing power demand [2] - The trend of domestic computing power expansion is irreversible, which is expected to promote the overall development of the domestic computing power industry chain [2] - Key areas of focus within the domestic computing power chain include advanced processes, computing chips, advanced storage, and upstream equipment, with significant growth potential in AI applications at the endpoint, such as AI Phones, AIoT, and smart driving [2]

处于低位的优质股票有哪些特征？DS对半导体，算力等的影响有多大，我们普通股民该如何应对？ 作者 | beyond 编辑 | 小白 首先，AI技术更新迭代加快，如DeepSeek发布的开源模型DeepSeek-R1，以极低的成本实现了与国际 顶尖模型相近的性能，这不仅推动了中国AI技术的价值重估，也加速了AI技术的普及和应用。 把握时机是成功的关键。没有合适的时机应耐心等待，时机出现时坚决果断的把握，这是对每一个实 战炒家的基本要求。 ——佚名 第一部分，思维的碰撞 1、小莲蓬翻倍之旅问：2025年AI是否依旧是投资主线？ 回答：2025年，AI确实应该被视为投资主线之一。 【免责声明】本内容所谈及的观点、介绍的工具，仅是本人的个人看法，不构成具体投资建议。本内 容只供付费用户作非商业用途及仅供一般资料及参考之用。请内容使用者根据自己的实际需求做出独 立思考判断。市场有风险，投资定谨慎。 本期投资箴语： 其次，是应用端的拓展。智能驾驶、AI PC、AI Phone、AI眼镜和AI耳机等消费电子产品的创新，以 及企业软件领域与AI的结合，都为AI技术提供了新的应用场景。 还有，政府对AI技术的政策支持持续加强，如 ...