Jin Rong Jie·2025-08-22 04:12Group 1 - The semiconductor sector in the Hong Kong stock market experienced a collective surge, with Huahong Semiconductor and Shanghai Fudan both rising by 7%, and SMIC increasing by 6% [1][3] - This rally is attributed to the release of the DeepSeek-V3.1 model, which utilizes UE8M0 FP8 technology, providing new momentum for the development of domestic chips [3] - Investor optimism regarding the future of the semiconductor industry has led to increased trading volumes and heightened interest in related stocks [1][3] Group 2 - The A-share semiconductor sector also showed significant activity, with multiple stocks recording substantial gains, including Kede Education reaching a 20% limit up and Haiguang Information rising over 17% [4] - The overall semiconductor sector demonstrated a comprehensive upward trend, with the Kexin Chip ETF index increasing nearly 6%, reflecting strong investor sentiment towards AI chips [4] - The semiconductor sector attracted a net inflow of 7.324 billion yuan from major funds, indicating concentrated capital allocation in this field [4]