史诗级，暴涨

Core Viewpoint - The semiconductor sector experienced a significant surge, with the Shanghai Composite Index reaching a ten-year high at 3800 points, and the STAR Market 50 Index rising over 8% on August 22 [1][3]. Market Performance - On August 22, the Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index rose 2.07% to 12166.06 [4]. - A total of 2803 stocks increased in value, with 79 stocks hitting the daily limit up, while 2396 stocks declined [5]. Semiconductor Sector Highlights - The semiconductor stocks collectively surged, with notable gains in companies like Cambrian and Zhaoyi Innovation, and SMIC rising over 10% [7]. - Cambrian's stock price is now just 220.75 CNY away from the closing price of Kweichow Moutai, the highest-valued stock in China [7]. Key Drivers of Semiconductor Surge - The surge in semiconductor stocks is attributed to two main factors: 1. The update of the DeepSeek model to version V3.1, which is expected to support FP8 precision and domestic chips [10]. 2. NVIDIA's halt in the production of the H20 chip, leading to increased investor confidence in Chinese AI chip manufacturers as alternative suppliers [11]. Notable Stock Performances - Cambrian-U (SH:688256) saw a price increase of 20% to 1243.20 CNY, with a trading volume of 14.1161 million shares and a total transaction value of 16.489 billion CNY [8]. - Other semiconductor stocks, such as Chengdu Huami and Haiguang Information, also experienced a 20% increase [9]. Conclusion - The semiconductor sector's robust performance reflects a combination of domestic advancements in chip technology and shifts in global supply chains, positioning Chinese companies favorably in the market [11].