Mei Ri Jing Ji Xin Wen·2025-08-22 07:05Group 1 - The AI chip sector experienced a significant surge, with the China Securities AI Theme Index rising by 6.6% and the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index increasing by 7.6% [1] - Notable stocks included Cambricon Technologies hitting a 20% limit up, and other companies like Lattice Semiconductor and Chipone Technology rising over 8% and 7% respectively [1] - The trading volume for the AI ETF (159819) exceeded 1 billion during the session [1] Group 2 - The release of DeepSeek-V3.1, which utilizes UE8M0 FP8 Scale parameters, indicates a shift towards more applications of domestic AI chips, enhancing the domestic computing power ecosystem [1] - Nvidia's cancellation of all H20 chip orders to China is expected to further improve the domestic AI chip ecosystem and the localization of large model training processes [1] - Open Source Securities highlighted the robust development of China's AI chip industry, with companies like Huawei and Cambricon continuously iterating their products, showcasing the self-sufficiency of domestic computing chips [1] Group 3 - The construction of the domestic AI ecosystem is anticipated to accelerate, drawing attention to investment opportunities in artificial intelligence [2] - The China Securities AI Theme Index covers leading companies across various segments of the AI industry chain, while the Shanghai Stock Exchange Sci-Tech Innovation Board AI Index selects 30 large-cap stocks related to the AI industry [2] - AI ETFs (159819) and Sci-Tech Innovation AI ETFs (588730) track these indices, providing investors with opportunities to invest in leading companies within the AI sector [2]