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DeepSeek has unveiled its latest model, V3.1, which leverages UE8MO FP8 parameter precision to bolster the model's stability and efficiency. Notably, this version is fully compatible with Huawei Ascend chips, further bolstering the development of domestic computing power and the AI industry. Amidst the momentum driven by policy support and technological advancements, the domestic computing power ecosystem is advancing towards a new era of autonomy and scale. Additionally, the Semiconductor Equipment ETF, which tracks the CSI Semiconductor Index, is focused on the upstream and midstream sectors of the semiconductor industry, encompassing equipment, materials, and design. This segment presents significant potential for domestic substitution, garnering substantial market and policy attention.
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