Group 1 - Chip stocks have surged, with notable increases: Huahong Semiconductor up 8.69% to HKD 51.65, Shanghai Fudan up 7.37% to HKD 32.06, SMIC up 6.77% to HKD 55.2, and ZTE up 5.87% to HKD 33.16 [1] - Recent positive developments for domestic computing power include Tencent's announcement of multiple supply options for inference chips and DeepSeek's model update to support FP8 precision and domestic chips [1] - Huawei Ascend-based server products have secured large orders in government, finance, and telecommunications sectors, indicating strong market demand [1] Group 2 - The U.S. has tightened security reviews on high-performance GPUs, with Nvidia's H20 chip criticized by state media for being "neither advanced, safe, nor environmentally friendly" [2] - The U.S. has imposed new conditions for the export of H20 chips to China, requiring a 15% revenue share from related sales, increasing costs and supply uncertainty for companies [2] - In this context, there is a growing domestic demand for self-controlled computing power, with policies and capital increasingly directed towards domestic AI chip and computing chain manufacturers [2]

（原标题："寒王"，涨疯了！） 【导读】科创50向上猛攻，芯片产业链集体井喷，寒武纪再创历史新高 中国基金报记者 晨曦 大家好！又到周五，来一起关注最新的市场行情和资讯~ 8月22日，A股市场早间开盘涨跌不一，随后集体上扬。截至发稿，三大指数集体飘红。 科创50指数暴力拉升，盘中涨超5%。中芯国际、寒武纪、海光信息、芯原股份等成份股纷纷飙涨。 盘面上，上午半导体、电脑硬件、互联网、有色金属等板块走高，GPU、服务器、ASIC芯片、AI算力等概念股拉升；纺织服饰、煤炭、石油石化 等板块不振。 港股科技板块同样强势，恒生科技指数涨超1%。小鹏汽车涨超11%，华虹半导体、中芯国际走高。 来看详情—— 芯片产业链全线井喷 寒武纪盘中涨超12% 8月22日，算力、芯片相关概念股盘初走高，海光信息盘中涨超19%，冲击20cm涨停；芯原股份、盈方微、杰华特等多股大涨。 寒武纪向上猛攻，盘中涨超14%，股价最高达到1188元/股。 消息面上，DeepSeek官宣发布DeepSeek-V3.1。相关文章提到，DeepSeek-V3.1使用了UE8M0 FP8 Scale的参数精度。DeepSeek官微在置顶留言里表 示，UE8 ...

消息面上，DeepSeek在其官宣"正式发布DeepSeek-V3.1"的文章里面提到，DeepSeek-V3.1使用了UE8M0 FP8 Scale 的参数精度。另外，V3.1对分词器及chat template进行了较大调整，与 DeepSeek-V3 存在明显差异。DeepSeek官微 在置顶留言里说，UE8M0 FP8是针对即将发布的下一代国产芯片设计。 格隆汇8月22日｜港股市场芯片股全线大涨，其中，华虹半导体涨近10%，贝克微涨超7%，晶门半导体、中芯国际 涨超6%，上海复旦上近6%，宏光半导体涨3%，中电华大科技、ASMPT涨超2%。 另外，据The Information，英伟达下令暂停H20芯片生产。 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 01347 | 华虹半导体 | 9.85% | 52.200 | 902.79亿 | 141.11% | | 02149 | 贝克微 | 7.84% | 66.000 | 41.58亿 | 142.65% | | 02878 | 晶门 ...

华虹半导体有限公司是全球领先的特色工艺纯晶圆代工企业，专注于嵌入式/独立式非易失性存储器、 功率器件、模拟与电源管理和逻辑与射频等"8英寸+12英寸"特色工艺技术的持续创新。公司在上海金桥 和张江拥有三座8英寸晶圆厂和一座无锡的12英寸晶圆厂，月产能分别约18万片和7.5万片，提供多种1.0 微米至65/55纳米技术节点的可定制工艺选择，其产品广泛应用于新能源汽车、绿色能源、物联网等新 兴领域。 截至2025年中报，华虹半导体营业总收入79.25亿元、净利润8376.99万元。 8月28日，华虹半导体将披露2025财年中报。 8月22日，华虹半导体(01347)盘中上涨5.13%，截至09:52，报49.96元/股，成交6.53亿元。 作者：行情君 本文源自：金融界 ...

Group 1: Chip Stock Performance - Chip stocks have surged, with notable increases: Huahong Semiconductor up 8.69% to HKD 51.65, Shanghai Fudan up 7.37% to HKD 32.06, SMIC up 6.77% to HKD 55.2, and ZTE up 5.87% to HKD 33.16 [1] Group 2: Domestic Computing Power Developments - Recent positive developments for domestic computing power include Tencent's announcement of multiple supply options for inference chips and DeepSeek's model update to version V3.1, which is expected to support FP8 precision and domestic chips [1] - Huawei's Ascend chip-based server products are being deployed in large orders across government, finance, and telecommunications sectors [1] - ZTE's inference chip on Huahong's 7nm process has successfully passed initial testing, with the first batch currently being tested by clients [1] Group 3: Regulatory Environment and Market Demand - The U.S. has tightened security reviews on high-performance GPUs, with Nvidia's H20 chip criticized by state media for being "neither advanced, safe, nor environmentally friendly," leading to cautious procurement reminders for key internet companies [2] - Following the U.S. announcement to resume H20 exports to China with new conditions, there is an increasing domestic demand for self-controlled computing power, accelerating policy and capital flow towards domestic AI chip and computing chain manufacturers [2]

中国经济网北京8月21日讯今日，新沃基金管理有限公司发布关于旗下基金调整持有长期停牌股票估值 价格的公告。 待上述股票复牌且其交易体现了活跃市场交易特征之日起，将恢复采用当日收盘价格进行估值，届时不 再另行公告。 公告称，新沃基金管理有限公司决定自2025年8月20日起，对旗下基金持有的停牌股票"华虹公司"(股票 代码：688347)采用"指数收益法"进行估值，敬请投资者予以关注。 ...

| 代码 | 名称 | | --- | --- | | 688347 | 华虹公司 | 中国经济网北京8月21日讯今日，东兴基金管理有限公司发布关于调整旗下部分基金持有的停牌股票估 值方法的提示性公告。 公告称，东兴基金管理有限公司决定自2025年8月20日起，对旗下基金所持有的下列停牌股票"华虹公 司"(股票代码：688347)采用"指数收益法"进行估值，其中所用指数为中基协基金行业股票估值指数(简 称"AMAC行业指数")。 该公司将综合参考各项相关影响因素并与基金托管人协商，待上述股票交易复牌且体现了活跃市场交易 特征后，将恢复采用当日收盘价格进行估值，届时不再另行公告。 ...

中国经济网北京8月21日讯今日，信达澳亚基金管理有限公司发布关于旗下基金调整停牌股票估值方法 的提示性公告。 公告称，公司决定自2025年8月20日起，以中基协AMAC行业指数为计算依据，对旗下基金所持有的华 虹公司(股票代码：688347)采用"指数收益法"进行估值。 该公司将综合参考各项相关影响因素并与托管行协商，自上述股票复牌且其交易体现了活跃市场交易特 征后，恢复按市价估值法进行估值，届时不再另行公告。 ...

Key Points - The top three stocks with net inflows from southbound funds on August 18 are China Life (02628) with 955 million, Alibaba-W (09988) with 617 million, and Bilibili-W (09626) with 484 million [1][2] - The top three stocks with net outflows are the Tracker Fund of Hong Kong (02800) with -6.418 billion, Hang Seng China Enterprises (02828) with -2.181 billion, and CNOOC (00883) with -451 million [1][2] - In terms of net inflow ratio, the top three are Hong Kong and China Gas (01083) at 62.85%, Anjoy Foods (02648) at 59.88%, and Ruipu Lanjun (00666) at 51.93% [1][2] - The top three stocks with the highest net outflow ratios are Jiangsu Nanjing Highway (00177) at -54.22%, United Energy Group (00467) at -48.65%, and Sany International (00631) at -48.21% [1][2] Net Inflow Rankings - The top ten stocks by net inflow include China Life (02628) with 955 million, Alibaba-W (09988) with 617 million, and Bilibili-W (09626) with 484 million [2] - Other notable stocks in the top ten include CICC (03908) with 471 million and CITIC Securities (06030) with 411 million [2] Net Outflow Rankings - The top ten stocks by net outflow include the Tracker Fund of Hong Kong (02800) with -6.418 billion, Hang Seng China Enterprises (02828) with -2.181 billion, and CNOOC (00883) with -451 million [2] - Other significant outflows include Kuaishou-W (01024) with -381 million and Geely Automobile (00175) with -305 million [2] Net Inflow Ratio Rankings - The top three stocks by net inflow ratio are Hong Kong and China Gas (01083) at 62.85%, Anjoy Foods (02648) at 59.88%, and Ruipu Lanjun (00666) at 51.93% [2][3] - Additional stocks with high net inflow ratios include Daxin Financial (00440) at 50.35% and Shougang Resources (00639) at 47.08% [3] Net Outflow Ratio Rankings - The top three stocks by net outflow ratio are Jiangsu Nanjing Highway (00177) at -54.22%, United Energy Group (00467) at -48.65%, and Sany International (00631) at -48.21% [3] - Other notable stocks with significant outflow ratios include Tuhu-W (09690) at -46.99% and Ansteel (00347) at -46.67% [3]

8月20日港股通成交活跃股 | 代码 | 简称 | 类型 | 成交金额（万港元） | 成交净买入（万港元） | 日涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 02800 | 盈富基金 | 港股通(沪) | 690349.78 | -668094.25 | 0.16 | | 01797 | 东方甄选 | 港股通(沪) | 489568.86 | 30371.75 | 8.22 | | 09992 | 泡泡玛特 | 港股通(沪) | 433494.38 | 60642.80 | 12.54 | | 02800 | 盈富基金 | 港股通(深) | 365832.00 | -364146.39 | 0.16 | | 00981 | 中芯国际 | 港股通(沪) | 321263.24 | -14996.10 | 3.40 | | 00700 | 腾讯控股 | 港股通(沪) | 312793.41 | 118750.61 | -0.34 | | 01810 | 小米集团-W | 港股通(沪) | 311536.71 | 65056.36 | 0.29 | | 0282 ...