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Deepseek发布V3.1 为何火的却是官方留言?
Huan Qiu Wang Zi Xun·2025-08-23 05:26

Core Viewpoint - DeepSeek has launched DeepSeek-V3.1, featuring comprehensive upgrades in mixed reasoning architecture, cognitive efficiency, and agent capabilities, with a notable focus on the UE8M0 FP8 technology designed for the next generation of domestic chips [1][3]. Company Insights - The announcement of UE8M0 FP8 technology has triggered a positive response in the capital market, with stocks of companies like Cambrian and Haiguang Information experiencing short-term increases [3]. - DeepSeek's introduction of UE8M0 FP8 technology signifies a strategic move into chip technology, reflecting the trend of software-defined hardware, where software stacks and algorithm optimization are crucial for enhancing hardware performance [5]. Industry Trends - The FP8 format is emerging as a new standard for AI training and inference, with major international players like NVIDIA and AMD also investing in this technology, indicating a potential shift in global technology direction [5]. - The FP8 technology optimizes data storage and transmission, significantly improving chip throughput and energy efficiency, thereby enhancing the competitiveness of domestic AI chips in both domestic and international markets [4][5]. - The balance between data precision and computational efficiency remains a core issue in the evolution of technology within the artificial intelligence and high-performance computing sectors [3].