As of 10:06 on December 20, 2024, the Shanghai Stock Exchange Science and Technology Innovation Board Chip Index (000685) rose 3.05% strongly, the constituent stocks Yongsi Electronics rose 10.29%, SMIC rose 7.62%, Fengyi Technology rose 7.42%, Anlu Technology, VeriSilicon and other stocks followed suit. The Science and Technology Innovation Chip ETF Bosera (588990) rose 2.81%, hitting three consecutive gains. The latest price is reported at 1.58 yuan, and the intraday turnover has reached 14.968 million yuan.

On December 18, 2024, at the developer forum of the Volcano Engine Winter FORCE Conference, Volcano Engine released a new upgrade of the Doubao large model family, including the bean bag general model, voice model and visual model, all of which have greatly improved performance; In terms of the new model, the visual understanding model of bean bags was released, which has stronger ability to recognize, understand and reason about image and text content, and more delicate visual description ability.

Tianfeng Securities believes that with the landing of AI applications on terminals, it is expected to open up the rapid growth of AIOT demand; SOC as the core chip, technological innovation + AI demand is expected to drive the volume and price of AISOC to rise; Vision enriches downstream application scenarios, which is expected to drive the demand for vision SOC and CIS.

The SSE STAR Market Chip Index selects securities related to semiconductor materials and equipment, chip design, chip manufacturing, chip packaging and testing from the listed companies on the STAR Market as the index sample to reflect the overall performance of the securities of listed companies in the chip industry on the STAR Market.

According to the data, as of November 29, 2024, the top 10 weighted stocks of the SSE Science and Technology Innovation Board Chip Index (000685) are Cambrian (688256), SMIC (688981), China Micro Corporation (688012), Haiguang Information (688041), Montage Technology (688008), Shanghai Silicon Industry (688126), Tuojing Technology (688072), Huahai Qingke (688120), China Resources Micro (688396), Loongson Zhongke (688047), the top ten weighted stocks accounted for 63.59% of the total.