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]

华金证券研报指出，随着DeepSeek-V3.1的发布，支持FP8精度，针对即将发布的下一代国产芯片设计， 头部国产模型对国产芯片的支持有望加速国产算力生态进一步完善。看好国产算力芯片的全产业链，从 设计、制造到封测测试以及上游的设备材料，建议关注国产芯片全产业链。 资料显示，芯片ETF（159995）跟踪国证芯片指数，30只成分股集合A股芯片产业中材料、设备、设 计、制造、封装和测试等龙头企业，其中包括中芯国际、寒武纪、长电科技、北方华创等。其场外联接 基金为，A类：008887；C类：008888。 消息方面，DeepSeek-V3.1正式发布，使用UE8M0FP8Scale的参数精度。UE8M0FP8Scale是针对即将发 布的下一代国产芯片设计，预计未来基于DeepSeek模型有望更多应用国产算力芯片。 8月25日下午，A股三大指数集体上涨，上证指数盘中上涨0.70%，房地产、有色金属、通信等板块涨幅 靠前，美容护理、纺织服饰跌幅居前。芯片科技股冲高后回落，截至13:09，芯片ETF（159995）上涨 1.75%，其成分股海光信息上涨11.75%，盛美上海上涨8.29%，寒武纪-U上涨4.81%，士 ...