受此消息刺激，被市场视为DeepSeek概念股的每日互动（300766.SZ）盘中直线拉升，截至收盘报47.98元/ 股，日内涨幅达13.62%。 图目动(300766) < C 闭市 08-21 15:30:54 融 通 47.98 额 39.16亿 股本 3.95亿 市盈 -188 万得 盘口 13.62% 换 24.88% 市值1 189亿 市净 11.90 5.75 盯盘 盘中火箭发射,短线拉升3.08% 时间 15:30:00 价格 47.98 涨跌 5.75 均价 0.00 成交量 0 涨跌幅 13.62% 醬加 盘口 资金 B.66% 卖五 48.00 20 48.02 48.01 137 se 74 48.00 2429 s a m 47.99 438 l 47.98 4966 0.00% 卖一 - - 316 47.97 298 ak 47.96 买 983 47.95 47.94 1300 买四 583 派王 47.93 36.46 -13.66% 15:30 15:27 47.98 9:30 11:30/13:00 5 → 15:28 47.98 1 资金流向 1分钟 0.0000% 全 ...

8月21日，据DeepSeek官方公众号消息，DeepSeek-V3.1正式发布，本次升级包含以下主要变化： 另外，增加了对Anthropic API格式的支持，可以轻松将DeepSeek-V3.1的能力接入Claude Code框架。 此外，DeepSeek表示，将于北京时间2025年9月6日凌晨起，对DeepSeek开放平台API接口调用价格进行如下调 整：执行新版价格表（如下图，详见定价页面）；取消夜间时段优惠。 混合推理架构：一个模型同时支持思考模式与非思考模式； 在9月6日前，所有API服务仍按原价格政策计费。 DeepSeek提到，DeepSeek-V3.1使用了UE8M0 FP8 Scale的参数精度。DeepSeek官微在置顶留言里说，UE8M0 FP8 是针对即将发布的下一代国产芯片设计。 更高的思考效率：相比DeepSeek-R1-0528，DeepSeek-V3.1-Think能在更短时间内给出答案； 更强的Agent能力：通过Post-Training优化，新模型在工具使用与智能体任务中的表现有较大提升。 官方App与网页端模型已同步升级为DeepSeek-V3.1。用户可以通过"深度 ...

Market Overview - The A-share market experienced a slight fluctuation with the ChiNext index rising over 1% in the morning session, while the Shanghai Composite Index increased by 0.34%, and the Shenzhen Component Index rose by 0.3% [1][2] - The total market turnover reached 1.03 trillion yuan, showing a significant increase compared to the previous day, with 2,075 stocks rising and 3,088 stocks falling [2] Rare Earth Sector Performance - The rare earth sector saw a strong surge, with stocks related to rare earths, rare metals, and rare earth permanent magnets performing exceptionally well, leading to multiple stocks hitting the daily limit [4][6] - Notable stocks included Hai Xing Co., Dongfang Zirconium, and Zinc Industry Co., which all experienced significant price increases [4][5] - Northern Rare Earth reached a new high with a price of 32.65 yuan per share, marking an increase of 8.83% and a total market capitalization of 118.032 billion yuan [6] Financial Forecasts - Several rare earth companies reported substantial profit growth forecasts for the first half of the year, with Huahong Technology expecting a net profit increase of 3,047% to 3,722% year-on-year, and Northern Rare Earth projecting a growth of 1,883% to 2,015% [7] - The report from Western Securities highlighted that MP Materials, a rare earth magnet producer, received investment from the U.S. Department of Defense to expand production, contributing to the sector's upward trend [7] Kimi and DeepSeek Concept Stocks - Kimi concept stocks saw a rise, with Century Tianhong hitting the daily limit, while other stocks like Tuorisi and Deepin Technology also performed well [8][9] - The DeepSeek concept stocks experienced similar gains, with Jiaozi Technology reaching the daily limit and Hengwei Technology nearing the limit, indicating strong market interest in AI-related stocks following the release of the Kimi K2 model [9]

Group 1 - Wanda Information (300168) has added the "DeepSeek Concept Stock" category due to its subsidiary, Jintang Software, collaborating with DeepSeek to establish a forward-looking "AI + Healthcare" strategy, creating a new smart healthcare ecosystem with the AI intelligent agent "Jin Xiaotang" [1] - The AI intelligent agent integrates generative large language model technology and AI empowerment, forming a comprehensive intelligent service system covering "data query - intelligent analysis - decision support" for healthcare applications [1] - Other related concept sectors for the company include: medical informationization, Huawei industrial chain, domestic software, Healthy China, artificial intelligence, internet healthcare, mini-programs, cybersecurity, cloud computing data centers, elderly care industry, big data, education, smart cities, smart security, digital economy, data elements, education informationization, digital currency, smart governance, AI large models, Huawei Pangu, AI healthcare, and blockchain [1] Group 2 - Wanda Information's main business consists of software development, operation maintenance, and system integration [2] - In the first quarter of 2025, the company reported a main revenue of 464 million yuan, an increase of 32.61% year-on-year; net profit attributable to shareholders was -152 million yuan, up 28.27% year-on-year; and net profit after deducting non-recurring gains and losses was -160 million yuan, an increase of 24.89% year-on-year [2] - The company's debt ratio stands at 75.52%, with investment income of -6.82 million yuan, financial expenses of 13.07 million yuan, and a gross profit margin of 14.59% [2]

Group 1 - The overall A-share market showed an upward trend on May 12, with major indices mostly rising, and the defense and military industry sector leading the gains [1] - The recently popular Cloud Computing 50 ETF (516630) saw a slight increase in the afternoon, with top-performing holdings including Shiji Information, Qi Anxin, Qianfang Technology, Xinyi Sheng, Electronic Science Digital, China Great Wall, and Qiming Star [1] - The DeepSeek team released a new paper introducing a self-principle commentary tuning (SPCT) method, which presents a new algorithm for generalist reward modeling during the inference phase, demonstrating dual advantages in efficiency and performance [1] Group 2 - Xiangcai Securities noted that the market is awaiting the release of DeepSeek R2, which is expected to trigger a new round of activity in the technology sector [2] - Tianfeng Securities continues to be optimistic about the AI industry as an annual investment theme, anticipating ongoing high prosperity in the AI sector and the AIDC industry chain with advancements in DeepSeek R2/V4 and related multi-modal developments [2] - The Cloud Computing 50 ETF (516630) has a high AI computing power content, covering sectors such as optical modules & devices, computing leasing (IDC), data storage, servers, and liquid cooling [2]

Group 1 - The A-share market showed a collective increase, with the Software 50 ETF (159590) rising by 2.13% and a turnover rate exceeding 5%, indicating strong investor interest [1] - The Software 50 ETF's constituent stocks mostly performed well, with notable gains from companies like Tuowei Information and Fanwei Network, which hit the daily limit, and Guanglian Da rising over 8% [3] - The Software 50 ETF attracted over 18.6 million yuan in net inflows over the past 22 trading days, with a significant increase of 25 million units in the past month, leading its peers [3] Group 2 - Open Source Securities highlighted the importance of self-reliance in key technology products amid escalating global trade tensions, emphasizing the rise of domestic software and hardware [3] - CITIC Securities noted that the AI industry chain is at a pivotal point, with simultaneous acceleration in hardware and software, recommending attention to the evolving AI landscape [3] - The Software 50 ETF closely follows the CSI All-Share Software Index, with a significant focus on AI software, where DeepSeek constitutes 40% of the index, and approximately 67% of the weight is in application software [4]