智通财经网·2025-09-08 03:39Core Insights - The artificial intelligence sector index continued to rise in August, indicating a sustained period of prosperity in the industry [1] - The focus is shifting towards domestic computing power chips and infrastructure, as well as the commercialization of AI applications and agents [1] Market Performance - The AI sector index (884201.WI) saw a growth of 14.42% in August, compared to the Shanghai Composite Index's increase of 7.97%, CSI 300's increase of 10.33%, and the ChiNext Index's increase of 24.12% [1] - The trading volume for the AI sector reached 25,333.9 billion yuan, marking a year-on-year increase of 644.23% and a month-on-month increase of 85.5% [1] - Market liquidity remained generally loose, with the PMI index slightly rising by 0.1 percentage points to 49.4, indicating marginal improvement in manufacturing sentiment [1] Technological Developments - DeepSeek launched its new language model DeepSeek-V3.1, which utilizes UE8M0 FP8 Scale parameter precision, marking a significant advancement in domestic computing power [2] - The model supports both "thinking" and "non-thinking" modes, enhancing its capabilities in various applications [2] - The adoption of FP8 precision is expected to create a new technological trend, allowing domestic ASIC chips to approach the performance of advanced NVIDIA GPUs [2] Industry Recommendations - Investment focus should be on the following segments: domestic computing power supply chain, IDC service providers and computing power leasing, domestic innovation manufacturers, AI agents and applications, cloud computing companies, integrated machines and edge AI, and companies involved in the supply, circulation, and application of data elements [4]