DeepSeek-V3.1正式发布，半导体相关版块走势强劲

Group 1 - The semiconductor industry is experiencing significant growth, with various indices showing substantial increases, such as the CPO index rising over 123% from April 8 to August 21 [3] - Longjing Technology has completed a strategic financing round, attracting investments from notable funds, indicating strong investor interest in the semiconductor sector [2] - Lante Optics reported a 52.54% increase in revenue and a 110.27% increase in net profit for the first half of 2025, driven by demand in consumer electronics and automotive sectors [3] Group 2 - The release of DeepSeek-V3.1, designed for next-generation domestic chips, highlights advancements in technology within the semiconductor industry [2] - Open-source securities suggest that the uncertainty caused by the H20 embargo has led to a temporary slowdown in capital expenditures for internet companies, but this is expected to recover as project tenders restart [4] - The semiconductor materials ETF and its related funds focus on companies in the semiconductor equipment and materials sectors, which are crucial for domestic substitution and are expected to benefit from the expansion of semiconductor demand driven by AI [4]