Cambricon(SH:688256) Xin Lang Ji Jin·2025-09-30 01:30Group 1 - DeepSeek officially released the DeepSeek-V3.2-Exp model, which incorporates a sparse Attention architecture to reduce computational resource consumption and enhance inference efficiency [1] - The new pricing policy allows developers to access the DeepSeek API at a cost reduction of over 50% [1] - Cambricon announced it has adapted to DeepSeek-V3.2-Exp and open-sourced the vLLM-MLU inference engine, indicating deep collaboration among leading companies in China's AI industry [1] Group 2 - Analysts believe that with continuous investment in computing infrastructure, domestic computing power is expected to maintain good growth momentum, potentially surpassing overseas computing power in the medium term [2] - The Sci-Tech Innovation Artificial Intelligence ETF (589520) focuses on the domestic AI industry chain, with Cambricon accounting for 16.62% of its weight as of September 29 [2] Group 3 - The top ten holdings of the Sci-Tech Innovation Artificial Intelligence ETF include Cambricon, Lattice Semiconductor, Chipone Technology, Kingsoft Office, Stone Technology, Amlogic, Hengxuan Technology, Yuntian Lifei, Fudan Microelectronics, and Espressif Systems [3] Group 4 - The Sci-Tech Innovation Artificial Intelligence ETF highlights three key points: 1. Policy support is igniting AI growth, with AI expected to lead the current market trend [4] 2. Domestic substitution and self-control are crucial in the context of technological friction, emphasizing the importance of AI as a core technology [4] 3. The ETF offers high elasticity and strong offensive potential, with over 70% of its top ten holdings concentrated in the semiconductor sector [4]