Seek .(US:SKLTY) Xuan Gu Bao·2025-08-22 02:30Group 1: Market Performance - Semiconductor and AI computing chip sectors experienced significant gains, with stocks like Kede Education and Yuntian Lifeng hitting the daily limit up of 20% [1] - Notable increases were also seen in companies such as Haiguang Information and Jiewate, which rose over 10%, while semiconductor equipment firms like Beifang Huachuang reached historical highs with a rise of over 4% [1] Group 2: Product Launch and Developments - DeepSeek officially announced the release of DeepSeek-V3.1, which utilizes the UE8M0 FP8Scale parameter precision, aimed at the next generation of domestic chip designs [3] - Tencent Holdings reported that its AI chip reserves are sufficient to support existing model training and upgrades, with an increase in user numbers for various applications leading to a rise in inference load [3] Group 3: Industry Insights - The FP8 format offers double the performance compared to FP16 for the same chip area, with lower power and bandwidth requirements, indicating a potential increase in the application of domestic AI chips in training and inference [4] - The semiconductor industry is experiencing a trend of de-globalization, with export control measures from the US, Japan, and the Netherlands reinforcing the logic of self-sufficiency in domestic semiconductor manufacturing [4] - Domestic semiconductor equipment, particularly in etching, thin film deposition, and cleaning, has seen rapid progress in localization, achieving over 20% domestic replacement rates, although areas like photolithography and measurement still lag behind [4]