Semiconductor sector surges, DeepSeek-R2 release date approaching again

Intraday semiconductor chip stocks surged, with Horizon Robotics soaring nearly 16% and Shanghai Huajing hitting a 20% limit up. Concept stocks related to artificial intelligence saw a collective outbreak. At the same time, there were reports of the time window for the release of DeepSeek-R2 in the market. The artificial intelligence leader, Horizon Robotics, is also rumored to be catalyzing. With the release of ChatGPT-5, competitive pressure may increase. The early plan for DeepSeek-R2 was to release in May 2025, but was delayed due to technological progress and market competition factors. Later information indicated that the release time was postponed to early July, and the most recent time window being considered is between August 15th and 30th. The market saw a surge of nearly 12% this morning due to the daily interactions from the previous round of the rise in DeepSeek. This indicates that the market may have started to price in this "information".