The semiconductor sector rises, institutions identify these opportunities

The semiconductor sector rose today, with Hygon Information, Fortune Tech, and Oriental Semi leading the gains. Huajin Securities pointed out that with the release of DeepSeek-V3.1, which supports FP8 precision, the support of leading domestic models for upcoming next-generation domestic chip designs is expected to accelerate the further improvement of the domestic computing power ecosystem. They are optimistic about the entire industry chain of domestic computing power chips, from design, manufacturing to packaging and testing, as well as upstream equipment and materials, and suggest paying attention to the entire industry chain of domestic chips. Huafu Securities noted that the global semiconductor materials market continues to expand, and the localization rate of domestic semiconductor materials is expected to improve simultaneously, ushering in a good investment window period for domestic semiconductor materials