The semiconductor sector is strong, with institutions identifying these opportunities.

The semiconductor sector is strong, with Shanghai XinYang, SMIC, Zhenrui Technology, and Yitang shares rising by more than 10%. Guosen Securities pointed out that at the current point in time, it still sees a good market for "valuation expansion" in the resonance of semiconductors in the "macro policy cycle, industry inventory cycle, and AI innovation cycle". TF Securities pointed out that by 2025, global semiconductor growth will continue to grow optimistically, with downstream growth driven by AI by 2025. At the same time, the risk of policy disruptions and restructuring in the supply chain continues to rise. The second-quarter performance forecasts of companies at all levels are bright, looking forward to the peak season for semiconductors in the third quarter, and suggest focusing on the design sector's storage/foundry/SoC/ASIC/CIS performance resilience.