2 1 Shi Ji Jing Ji Bao Dao·2025-08-22 03:36Group 1 - The STAR Market chip index showed strong performance with an intraday increase of 7.33%, and the related ETF, the STAR Chip ETF (588290), surged by 7.15% with a trading volume exceeding 200 million yuan, reflecting a year-to-date increase of over 26% [1] - Key component stocks such as Shengmei Shanghai hit the daily limit, while Haiguang Information and Cambricon Technologies rose over 10% [1] - The DeepSeek-V3.1 was officially released, featuring significant adjustments in tokenizer and chat templates, and is designed for the upcoming generation of domestic chips [1] Group 2 - Zhongyuan Securities predicts that by the first half of 2025, technological innovation will drive the rise of domestic large models, with widespread AI applications and the launch of AI glasses, marking the beginning of an era of universal intelligent driving [2] - The semiconductor industry is expected to continue its recovery, with increasing demand for self-controlled solutions and robust growth in AI computing power on the cloud side [2] - The storage market is rebounding, with customized storage becoming a trend, enhancing the competitive advantage of domestic storage module manufacturers and accelerating the growth of domestic production [2] Group 3 - Huaxin Securities emphasizes the necessity of domestic high-end AI chip localization, with companies like Cambricon, Haiguang Information, and Huawei leading the charge, while other domestic AI chip manufacturers are also accelerating their market penetration [3] - Moore Threads provides AI training and inference cards, with its latest GPU architecture significantly enhancing AI computing power, supporting advanced model pre-training solutions [3] - Muxi offers a series of GPUs with strong parallel computing capabilities, already applied at scale in multiple intelligent computing centers, and also provides inference-focused GPUs for cloud AI scenarios [3]