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In terms of market performance, the overall performance of listed companies has stagnated, with an average increase of less than 26% since September 18. The biggest gainer was Jiajiayue, with a cumulative increase of over 64%. Xueda Education, Shandong Gold, Guodian Power and other stocks fell against the market, and Xueda Education fell by nearly 8%.[Bean bag concept leading stock exposure! 】The industry believes that the news is expected to boost the market sentiment of domestic computing power and chips in a short period of time. In the medium and long term, the overall localization pace of domestic semiconductor industry is expected to further accelerate.

The concept of AI application side has continued to soar recently. Zhongke Lanxun is close to the 20cm daily limit, and Hengxuan Technology and Juxin Technology have all risen by more than 10%.Today, the AI theme continues to soar, and the hardware direction has soared across the board. Tianjian shares, Star Technology, Lexin Technology and other stocks have a daily limit of 20cm. Among them, Lexin Technology has been trading for 20cm in a row. This unit is a global fabless semiconductor company, which has been deeply involved in the research and design of software and hardware products in the AIoT field for many years, focusing on the research and development of wireless communication SoC with high integration, low power consumption, excellent performance, safety, stability and high cost performance.

The concept of AI application side has continued to soar recently. Zhongke Lanxun is close to the 20cm daily limit, and Hengxuan Technology and Juxin Technology have all risen by more than 10%.In the news, on December 9, the General Administration of Market Supervision announced that NVIDIA Company was suspected of violating the Anti-monopoly Law of the People's Republic of China and the Announcement of the General Administration of Market Supervision on the Decision of Anti-monopoly Review on the Case of Approving NVIDIA Company to Buy the Equity of Milos Technology Co., Ltd. (Announcement of the General Administration of Market Supervision [2020] No.16), and the General Administration of Market Supervision launched an investigation on NVIDIA Company according to law.The concept of bean bag is on fire.