Group 1 - The A-share market saw a strong performance on August 22, with semiconductor stocks leading the gains, particularly the chip ETF Tianhong (159310) which rose by 5.06% [1] - Notable individual stocks included Haiguang Information, which increased by over 17%, and Cambrian-U, which rose by over 12% [1] - The Tianhong chip ETF has a latest circulating scale of 1.003 billion yuan, making it the largest in its category in the Shenzhen market [1] Group 2 - The Tianhong Sci-Tech Innovation Index ETF (589860) closely tracks the Sci-Tech Innovation Index, covering approximately 97% of the market capitalization of the Sci-Tech Innovation Board, focusing on small-cap hard technology companies [2] - The release of DeepSeek-V3.1, which supports the upcoming generation of domestic chips, is expected to enhance the competitiveness of domestic chips [2] - The domestic computing power sector is experiencing a surge in catalysts, with companies like Tencent indicating multiple supply options for inference chips amid international supply chain fluctuations [2] Group 3 - Guoyuan Securities highlights that the release of the latest model versions has significantly boosted market expectations for the commercial viability of large models and the continuity of capital investment [3] - The focus is recommended on the entire supply chain of computing power hardware, particularly the upstream optical chip segment and the module segment that benefits from market share [3]