明天，1月8日周四，市场面临一个技术上的小考。 指数目前的位置，离短期的那根"生命线"——5日均线有点远了，这种偏离通常意味着有拉回或等待均线 上来的需求。 所以，全天的行情，横着震荡消化一下，是比较理想的走法。 早上开盘后，市场大概率还会尝试向上冲一冲，去试探一下4098点附近的压力。 但这里要留个心眼，即使一时冲过去了，也很可能因为动力不足而掉下 来，形成冲高回落。 所以，如果明天盘中看到指数快速拉升，特别是接近4098点的时候，不是一个适合追着买进去的时点。 冲高受阻之后，市场就会自然地进入回踩阶段，去考验下方的支撑力道。 第一个需要留意的是4071点附近，如果这里撑不住，可能会进一步看向4056点区 域。 指数层面，目前就处于这么一个震荡修整的状态。 指数休息的时候，就要看热点题材能不能接住市场的关注度。 从最近持续的成交量来看，资金并没 有离场，只是在内部进行切换。 这一轮的反弹行情，从结构上看，并没有走完。 市场的资金正在寻找新的去处。 一个明显的迹象是，一些近期暴涨的高位题材股，如果出现集中抛售，很容易引发短线情绪的降温。 这时，资金会更倾向 于流向那些有明确政策背书、产业趋势清晰，且股价位置相 ...

Group 1 - The importance of semiconductor IP is increasing, with discussions at the recent RAISE AI conference highlighting the shift towards IP-centric EDA practices [1] - The global semiconductor design IP market is projected to reach $8.4916 billion in 2024, a 20.2% increase from $7.0625 billion in 2023, marking a historical high [2] - Key drivers of growth in the IP market include wired interface IP and processor IP, which are expected to grow by 23.5% and 22.4% respectively [2] Group 2 - The top 10 vendors in the design IP market are expected to generate $7.089 billion in 2024, with a combined market share of 83.5%, up from 81.7% in 2023 [3] - ARM and Synopsys dominate the market, holding a combined share of 66% in 2024, an increase of 4.5 percentage points from the previous year [3] Group 3 - The wired interface IP market is a major growth driver, with predictions of sustained growth at a rate comparable to the 20% growth seen in the 2020s [4] - Chiplet technology is emerging as a key innovation, allowing for flexible design and cost-effective integration of various IP modules [4] Group 4 - RISC-V architecture is revitalizing the processor IP sector, offering an open-source, modular design that encourages innovation and reduces licensing costs [5] - The demand for high-performance computing and advanced interface IP is expected to continue driving growth in the design IP market in the coming years [5] Group 5 - Companies previously uninvolved in IP are now entering the market, as seen with GlobalFoundries' acquisition of MIPS to enhance its IP offerings [7] - Siemens is also establishing an IP alliance to strengthen its position in advanced wafer fabrication, collaborating with various IP startups [8] Group 6 - Established companies like Cadence and Qualcomm are actively expanding their IP portfolios through acquisitions, such as Cadence's purchase of Arm's Artisan IP business and Qualcomm's acquisition of Alphawave for approximately $2.4 billion [9][10] - Synopsys is enhancing its RISC-V ecosystem by integrating its IP offerings with EDA tools to simplify chip development processes [11] Group 7 - The strategic importance of semiconductor IP is fundamentally changing, with a market growth rate of up to 20% reflecting its increasing economic value [12] - Major industry players are demonstrating clear strategic intentions, with companies like Cadence and Synopsys leveraging their IP assets to expand their business scope [12]