Group 1 - DeepSeek officially released DeepSeek-V3.1, which utilizes UE8M0 FP8 Scale parameter precision designed for domestic chips, marking an expansion in the application of domestic AI chips [1] - The release indicates DeepSeek's strategic positioning in model and hardware adaptation, contributing to the collaborative development of the domestic industry chain [1] - The development of domestic AI is expected to accelerate with the updates from DeepSeek, as the domestic AI ecosystem continues to improve [1] Group 2 - The online consumption ETF fund is positioned as an AI application ETF, closely tracking the CSI Hong Kong-Shenzhen Online Consumption Theme Index, which is expected to benefit from the explosion of AI applications [1] - As of August 22, 2025, the CSI Hong Kong-Shenzhen Online Consumption Theme Index (931481) increased by 0.76%, with notable gains from constituent stocks such as Miniso (17.92%) and Oriental Pearl (9.98%) [1] - The CSI Hong Kong-Shenzhen Online Consumption Theme Index selects 50 listed companies involved in online shopping, digital entertainment, online education, and telemedicine to reflect the overall performance of the online consumption theme in the mainland and Hong Kong markets [1] Group 3 - As of July 31, 2025, the top ten weighted stocks in the CSI Hong Kong-Shenzhen Online Consumption Theme Index (931481) include Tencent Holdings, Alibaba-W, Meituan-W, Kuaishou-W, JD Health, iFlytek, Bilibili-W, Tuo Wei Information, Giant Network, and Kunlun Wanwei, collectively accounting for 53.33% of the index [2] - The online consumption ETF fund (159793) is associated with these top-weighted stocks [2]
DeepSeek发布新模型V3.1,“AI应用ETF”——线上消费ETF基金(159793)涨超0.8%