Single-frame Infrared Small Target Detection (ISTD) aims to localize weak targets under heavy background clutter, yet dense pixel-wise annotations are expensive. Point supervision with online label evolution reduces annotation cost; however, lightweight CNN detectors often lack sufficient semantics, leading to noisy pseudo-masks and unstable optimization. To address this, we propose a hierarchical VFM-driven knowledge distillation framework that uses a frozen Vision Foundation Model (VFM) during training. We formulate point-supervised learning as a bilevel optimization process: the inner loop adapts a VFM-embedded teacher on reweighted training samples, while the outer loop transfers validation-guided knowledge to a lightweight student to mitigate pseudo-label noise and training-set bias. We further introduce Semantic-Conditioned Affine Modulation (SCAM) to inject VFM semantics into CNN features at multiple layers. In addition, a dynamic collaborative learning strategy with cluster-level sample reweighting enhances robustness to imperfect pseudo-masks. Experiments on diverse challenging cases across multiple ISTD backbones demonstrate consistent improvements in detection accuracy and training stability. Our code is available at https://github.com/yuanhang-yao/semantic-prior.