Group 1 - The semiconductor sector experienced an increase today, with companies such as Haiguang Information, Runxin Technology, and Dongwei Semiconductor showing significant gains [1] - Huajin Securities highlighted the release of DeepSeek-V3.1, which supports FP8 precision, indicating that leading domestic models' support for upcoming domestic chip designs is expected to accelerate the improvement of the domestic computing power ecosystem [1] - The entire industrial chain of domestic computing power chips is viewed positively, from design, manufacturing, to packaging and testing, as well as upstream equipment and materials [1] Group 2 - Huafu Securities noted the continuous expansion of the global semiconductor materials market, with an expected increase in the domestic semiconductor materials localization rate, indicating a favorable investment window for domestic semiconductor materials [1]
半导体板块上涨 机构圈出这些机会
Di Yi Cai Jing·2025-08-25 04:45