Core Viewpoint - The A-share market showed mixed performance on September 22, with the Shanghai Composite Index rising by 0.12%, driven by gains in sectors such as computer hardware, semiconductors, and electronic components, while the restaurant, tourism, and shipping sectors faced declines [1] Group 1: Market Performance - The Chip ETF (159995) increased by 2.06% as of 10:30 AM, with notable gains from component stocks such as: - Rockchip up by 6.72% - GigaDevice up by 6.37% - Haiguang Information up by 4.48% - Wingtech Technology up by 4.06% - Lattice Semiconductor up by 4.01% [1] Group 2: Company Developments - Huawei officially launched its computing power super nodes and clusters, having introduced the Ascend 910 CAI chip in Q1 2023, with plans to release the Ascend 950PR in Q1 2026, the Ascend 950DT in Q4 2026, the Ascend 960 in Q4 2027, and the Ascend 970 in Q4 2028 [1] - Huajin Securities highlighted Huawei's release of two reports, "Intelligent World 2035" and "Global Digital Intelligence Index 2025," predicting that general artificial intelligence will be the most transformative technological driver in the next decade, with total computing power expected to grow by up to 100,000 times by 2035 [1] Group 3: Industry Insights - There is a positive outlook on the entire domestic computing power chip industry chain, encompassing design, manufacturing, packaging, testing, and upstream equipment materials, with a recommendation to focus on the full industry chain of domestic chips [1]

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]