Chip stocks continued their recent upward momentum. As of press time, SMIC (00981) rose 5.52% to HK$59.3; Solomon Systech (02878) gained 4% to HK$0.52; Shanghai Fudan (01385) climbed 2.66% to HK$34.7; and Hua Hong Semi (01347) advanced 2.26% to HK$54.4.

On the news front, DeepSeek officially released the DeepSeek-V3.1 version. According to DeepSeek's official account, DeepSeek-V3.1 utilizes UE8M0 FP8 Scale parameter precision. UE8M0 FP8 is designed specifically for the upcoming next-generation domestic chips, with domestic chips expected to see large-scale application.

Oriental Securities noted that the new generation of domestic chips are beginning to support FP8, including Muxi 690, VeriSilicon VIP9000, Cambricon 690, Moore Threads MUSA 3.1 GPU, and Hygon Deep Computing Unit 3. The firm believes that with the improvement of domestic AI chip design technology and manufacturing processes, along with the continued development of domestic large language models and their adaptation and support for domestic chips, the market share of domestic computing power is expected to continue rising, and the domestic chip market rally is poised to sustain its momentum.