芯片产业链全线井喷，科创50涨幅扩大至5%，海光信息冲击20%涨停，寒武纪涨超13%，中芯国际、龙芯中科、芯原股份涨超7%，科创芯片ETF南方(588890)狂飙6.19%，年内涨幅为34%。 消息面上：①DeepSeek正式发布DeepSeek-V3.1使用了UE8M0FP8Scale的参数精度，UE8M0FP8是针对即将发布的下一代国产芯片设计。 ②据The Information，英伟达下令暂停H20芯片生产。 ③二季度芯片产业链各环节公司业绩预告亮眼，目前存储、模拟、功率、被动器件产品价格回升，展望三季度半导体旺季期，Deepseek入局助力快速发展、CIS受益智能车需求及龙头手机新品发布带动芯片需求迭升。 科创芯片ETF南方(588890)紧密跟踪上证科创板芯片指数，该指数聚焦科创板中市值大、研发强、国产替代领先的50家芯片企业，形成了 “设计 - 制造 - 封测 - 设备” 全产业链覆盖，为投资者提供了投资科创板芯片龙头企业的便捷工具。 科创芯片ETF南方(588890)最新规模为6.82亿元，今年份额增长42.89%，位居同标的指数第一。
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