Group 1 - The mHC architecture is expected to introduce a new paradigm in AI chip design by combining manifold constraints with engineering optimization, providing a novel approach to address the mismatch between computing power and bandwidth [1] - This architecture promotes the logic of "software actively adapting to hardware bottlenecks," driving the industry towards a direction of "efficiency-first" hardware-software collaboration [1] - mHC significantly reduces bandwidth requirements through optimizations like kernel fusion and selective recomputation, indicating that chip design does not need to solely pursue high-bandwidth memory [1] - The manifold constraint logic of mHC may foster innovation in dedicated computing units for chips, breaking the current monopoly of "general computing units" in AI chips and advancing towards a "general + dedicated" heterogeneous architecture [1] - The mHC framework, released by DeepSeek, demonstrates stable performance and good scalability in large-scale model training, offering high cost-effectiveness and efficiency, potentially guiding the evolution of the next generation of infrastructure [1] - This framework is likely to reignite academic interest in macro-architecture design and deepen the understanding of how topological structures influence optimization and representation learning, breaking current limitations [1] Group 2 - The Computer ETF (512720) tracks the CS Computer Index (930651), which selects listed companies involved in software development, IT services, and hardware manufacturing from the Shanghai and Shenzhen markets to reflect the overall performance of the computer industry [2] - The CS Computer Index focuses on the information technology sector, with constituent stocks exhibiting high growth potential and technological innovation capabilities, effectively representing the development trends of China's computer industry [2]