Huatai Securities: Launch of DeepSeek-V3.1 Heralds Robust Growth for Domestic Computing Power Ecosystem
2025-08-26 / Read about 0 minute
Author:小编   

A recent research report from Huatai Securities highlights the release of DeepSeek-V3.1, incorporating the UE8M0 FP8 precision parameter. This advanced version excels in efficiency, boasts an extensive dynamic range, and effectively mitigates information loss. Tailored for the forthcoming generation of domestic chips, this parameter signifies a substantial leap forward in the synergy between domestic software and hardware. Amidst the escalating capital expenditures by domestic internet firms and disruptions in overseas GPU supply chains, the demand for domestic computing power infrastructure is projected to remain robust. It is advisable to closely monitor the progression of domestic computing power and its ancillary industrial chain, encompassing optical modules, AIDC, switches, copper connections, and other pertinent sectors.

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