大模型与国产芯片深度融合！芯片ETF上涨1.75%，海光信息上涨11.75%

Group 1 - A-shares indices collectively rose on August 25, with the Shanghai Composite Index increasing by 0.70%, driven by gains in real estate, non-ferrous metals, and telecommunications sectors, while beauty care and textile sectors saw declines [1] - The chip ETF (159995) rose by 1.75%, with notable increases in component stocks such as Haiguang Information (+11.75%), Shengmei Shanghai (+8.29%), and Cambrian-U (+4.81%) [1] Group 2 - The official release of DeepSeek-V3.1, utilizing UE8M0FP8Scale parameter precision, is expected to enhance the application of domestic computing chips based on the DeepSeek model [3] - Huajin Securities' report highlights that the support for FP8 precision in leading domestic models is likely to accelerate the improvement of the domestic computing ecosystem, suggesting a focus on the entire domestic chip industry chain from design to testing [3] - The chip ETF (159995) tracks the Guozheng Chip Index, comprising 30 leading companies in the A-share chip industry, including SMIC, Cambrian, Changdian Technology, and Northern Huachuang [3]