GlobalX China Semiconductor ETF (03191) climbed more than 3% during the trading session. Public information shows that the GlobalX China Semiconductor ETF aims to invest in companies engaged in semiconductor manufacturing within China. Its portfolio includes names such as Naura Technology, Cambricon, SMIC, and Hua Hong Semiconductor. As of the latest update, the ETF was up 2.52%, trading at HK$68.32, with a turnover of HK$8.6729 million.
On the news front, the computing power chip sector experienced a significant intraday surge on April 24. DeepSeek officially launched a new series of large models, the DeepSeek-V4 preview version, this morning. The models were simultaneously open-sourced, with official website, App, and API call services made available, marking the entry of million-word ultra-long context capabilities into a stage of widespread accessibility.
Subsequently, Cambricon announced via its official WeChat account that it has completed Day 0 adaptation for DeepSeek's latest open-source models—the 285B DeepSeek-V4-Flash and the 1.6T DeepSeek-V4-Pro—based on the vLLM inference framework. The adaptation code has been open-sourced on the GitHub community.
It is worth noting that as early as the beginning of this month, reports indicated that DeepSeek-V4 had achieved deep adaptation with domestic chips like Huawei's Ascend for the first time. Experts point out that beyond the technical breakthrough, the more significant value of the DeepSeek-V4 release lies in advancing China's AI computing power ecosystem towards a critical transition from import dependency to self-sufficiency and controllability. This development is expected to bring comprehensive benefits across the domestic computing power sector, covering core segments such as chips, servers, and computing power leasing.
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