Cambricon(SH:688256) 2 1 Shi Ji Jing Ji Bao Dao·2025-08-22 10:49Market Overview - The A-share market experienced a strong upward trend on August 22, with the Shanghai Composite Index successfully breaking through the 3,800-point mark, closing at 3,825.76 points, marking a ten-year high [2] Sector Performance - Chip concept stocks became the focus of capital attention, with 22 stocks, including Kede Education, Kunlun Wanwei, and Haiguang Information, hitting the daily limit [2] - Cambricon Technologies achieved a 20% limit increase, with a total market value of 520.1 billion yuan, ranking first in the STAR Market by market capitalization [2] Technological Developments - The DeepSeek-V3.1 model was officially released, utilizing UE8M0FP8 technology, which injects new momentum into the development of domestic chips [2] - Technological advancements are accelerating the domestic chip's computing power process, leading to increased capital interest in related companies [2] Investment Sentiment - Investors are showing a positive attitude towards the future development of the semiconductor industry chain, driving up the prices of related stocks [2] - CITIC Securities believes that the domestic computing power sector is experiencing a series of catalysts, with the DeepSeek model update and the release of DeepSeek V3.1 clearly supporting FP8 precision and the upcoming next-generation domestic chips [2]