记者丨赵云帆 国产半导体的市场投机热情高涨。截至8月22日收盘，Wind半导体指数收涨7.31%，创下2022年4月以来新高。 编辑丨黄剑 8月22日，A股算力板块再度成为"执牛耳者"。截至收盘，本轮行情的"股王"寒武纪以20%涨停报收，总市值来到惊人的5200亿人民币；晶圆龙 头中芯国际A/H股分别上涨14.19%和10.06%，其中A股创下去年10月以来单日涨幅之最。光模块"双雄"新易盛、中际旭创续创新高，并分别上 涨6.19%和5.16%；国产IDC龙头中科曙光亦以涨停报收，市值接近去年11月高点。 引爆日内算力行情的源点，来自两则消息。 8月21日晚间，杭州深度求索公司（DeepSeek）悄然于大模型资源网站HuggingFace上线 "DeepSeekV3.1" 版本。 同时，该公司宣称其模型版 本使用适配国产芯片结构的参数精度，暗示国产芯片未来有望得到大规模使用。 分析人士认为，在国际贸易保护主义背景下，国际芯片产业链供应链的不确定性犹存。 DeepSeek-V3.1发布，以及腾讯业绩会透露GPU数量足 够等信息，均利好AI算力国产化和本土AI芯片发展，国产算力板块再度迎来催化。 国产芯片+模型的 ...

Group 1 - The A-share computing power sector has become a leader, with notable stocks like Cambricon Technologies reaching a market value of 520 billion RMB after a 20% surge [1] - The release of DeepSeek V3.1, which is optimized for domestic chip structures, signals potential large-scale adoption of domestic chips in AI applications [1][2] - The semiconductor market is experiencing a speculative surge, with the Wind semiconductor index rising by 7.31%, the highest since April 2022 [2] Group 2 - DeepSeek V3.1 integrates deep thinking and fast thinking, aligning with recent trends in AI model development [3][4] - The new model's parameters are designed for next-generation domestic chips, aiming to maximize theoretical computing power and efficiency despite being slightly inferior to Nvidia GPUs [4][5] - The performance of domestic chips like the Cambrian's Siyuan 590 and Huawei's Ascend 910D is approaching that of Nvidia's A100, indicating a competitive edge in specific applications [6] Group 3 - The release of DeepSeek V3.1 is seen as a precursor to the domestic chip market's growth in computing power [7] - Analysts caution that uncertainties regarding model compatibility with domestic chip manufacturers and development progress may pose risks [7]