2 1 Shi Ji Jing Ji Bao Dao·2025-08-22 10:23Group 1 - The core viewpoint of the article highlights the surge in computing chip concept stocks, particularly the significant rise of Cambrian (688256.SH), which closed at 1243.2 CNY per share, with a total market capitalization of 520.1 billion CNY [1] - Cambrian's stock price is now only 220.75 CNY away from the closing price of Kweichow Moutai (600519.SH) at 1463.95 CNY per share, indicating its proximity to becoming the "king of stocks" [1] - The release of the DeepSeek-V3.1 model, which utilizes UE8M0FP8 technology, is seen as a catalyst for the development of domestic chips, enhancing investor interest in the semiconductor industry [1] Group 2 - CITIC Securities (601066) believes that the domestic computing sector is experiencing a wave of catalysts, with the update of the DeepSeek model and the release of DeepSeekV3.1 clearly supporting FP8 precision and the upcoming next-generation domestic chips [1] - The support from leading domestic open-source models for domestic chips is expected to accelerate the establishment of the domestic computing ecosystem [1]