DeepSeek 助力国产算力价值重估 [Table_Date] 2025 年 8 月 24 日 [Table_Title2] 计算机行业周报 [Table_Summary] 本周观点: 一、DeepSeek-V3.1：架构焕新智能体，FP8 赋能算力 生态 DeepSeek-V3.1 实现多维度突破，采用创新混合推理 架构，支持"思考"与"非思考"模式，结合混合专 家架构与 UE8M0 FP8 精度，优化效率并降低部署成 本。其智能体能力突出，编程与搜索能力卓越，上下 文窗口扩展至 128K。生态建设上，模型开源且 API 价 格下调、优化功能。该模型与 UE8M0 FP8 组合适配国 产芯片，UE8M0 FP8 动态范围大，提升稳定性与效 率，适配华为昇腾等芯片，实现"低卡高能"部署， 带动全产业链发展。在政策推动下，其与昇腾组合切 入关键领域，打破垄断，根据中研网预测，2025 年中 国 AI 算力市场达 1200 亿元，我们预计 UE8M0 FP8 技 术新增 240 亿元有效算力供给。 ►二、供应链风险与自主化机遇：国产芯片及服务器有 望快速发展 8 月 22 日，英伟达要求部分供应商暂停生产 H2 ...

Group 1 - The first Magic Developer Conference was held on June 30, showcasing the rapid growth of the Magic community, which expanded from 1 million users in April 2023 to 16 million, a growth of approximately 16 times [1] - The community has gathered over 500 contributing organizations and hosts more than 70,000 open-source models, making it the largest AI open-source community in China [1] - The platform facilitates a two-way connection between model contributors and users, enhancing the application potential of models and promoting innovation and exploration in model applications [1] Group 2 - The conference was guided by the National Information Center and hosted by the Magic community, featuring seven major forums and 65 themes, with participation from renowned AI open-source model teams and over 200 global AI experts [2] - An incentive program called the Magic Developer Medal was launched to reward contributors, offering free GPU computing power and high-level training vouchers for model generation and application development [2] - Future expansions of the incentive program will include contributions from various developer groups and will introduce rewards for community engagement [2]