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国泰海通计算机 | 计算机周观点第16期:DeepSeek V3.1发布,“制程突围”转向“生态协同”
Group 1 - DeepSeek launched the V3.1 model on August 21, which introduces the "UE8M0" innovation aimed at the next generation of domestic chip design. The upgrade includes a hybrid reasoning architecture, improved reasoning efficiency, and enhanced agent capabilities through post-training optimization. The "UE8M0" FP8 is specifically designed for upcoming domestic chips, optimizing core AI operations like matrix multiplication, which is crucial for building a self-sufficient AI ecosystem in China [5][6][7] Group 2 - The Hong Kong Stock Exchange (HKEX) is cautiously exploring a 24-hour trading mechanism and T+1 settlement cycle. The technology system is expected to support T+1 settlement by the end of this year, but implementation will depend on feedback from market participants. This initiative aims to enhance market efficiency and attract global trading participants, aligning with international trends [6][7] Group 3 - On August 22, the China Information Security Evaluation Center announced that three centralized database products passed the security evaluation. The products include those from China Mobile (Suzhou) Software Technology Co., Tianjin Shenzhou General Data Technology Co., and Shenzhen Computing Science Research Institute. The number of evaluated centralized databases decreased from six to three, indicating a rise in entry barriers for trusted databases, which may lead to increased market share concentration among leading vendors [7]