港股詳情

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上海復旦

30.600

+1.5005.15%

成交量：1,888.55萬

成交額：5.60億

市值：251.23億

市盈率：40.67

高：30.750

開：28.300

低：27.950

收：29.100

資料載入中...

總覽公司新聞公告

港股午評|恒生指數早盤衝高回落漲0.18% 芯片股再度走高

【港股異動丨半導體股普漲，中芯國際漲超4%，華虹半導體漲3%】港股半導體股持續活躍，其中，龍頭中芯國際漲超4%領銜，晶門半導體漲3.7%，華虹半導體漲3%，上海復旦漲超2%。消息上，天風證券表示，長期來看，外部地緣政治影響帶來的不確定性有望加快中國大陸半導體產業鏈國產替代的步伐。國信證券認為，通過與DeepSeek等國產大模型的適配，國內全功能GPU對複雜AI任務的支持能力將得到驗證和優化，有助於國內AI全產業鏈發展，繼續推薦相關半導體公司中芯國際等。另外，日前中芯國際一季度指引為：銷售收入環比增長6-8%，毛利率預計在19%-21%之間。

上海復旦(01385)上漲5.06%，報18.28元/股

上海復旦(01385)股價上升5.057%，現價港幣$18.28

阿斯达克财经

半導體概念港股走弱上海復旦跌5%

每日经济新闻

上海復旦(01385)下跌5.07%，報17.96元/股

8000億芯片龍頭績後猛漲！國產算力崛起，行業“芯”機遇？

上海復旦02月12日獲主力加倉1056萬元

港股異動 | 半導體股持續走高上海復旦(01385)漲超12% 華虹半導體(01347)漲超6%

港股芯片股午後再度走高，上海復旦(01385.HK)漲近11%，地平線機器人(09660.HK)漲近8.5%，晶門半導體

【半導體概念港股漲幅擴大上海復旦漲12%】截至發稿，上海復旦(01385.HK)漲12%，華虹半導體(01347.HK)漲6%，中芯國際(00981.HK)漲4%。消息面上，SIA半導體行業協會數據顯示，2024年全球實現6276億美元的半導體銷售額，這一水平較2023年增長19.1%，也是首度突破六千億美元大關。SIA認為今年全球半導體銷售額將再度取得兩位數百分比的增長。

異動解讀 | 上海復旦股價盤中大漲5.07% 或受益於半導體產業復甦和AI算力需求爆發

港股半導體及芯片股早盤大漲，地平線機器人、中芯國際均漲超5%，晶門半導體漲近4%，上海復旦漲近3%，華虹半導體漲近2%。

南向資金2月11日淨賣出上海復旦149.70萬股連續3日減持

港股概念追蹤|2025年半導體產業復甦 DeepSeek帶動國產供應鏈（附概念股）

港股午評|恒生指數早盤跌0.59% 半導體板塊集體承壓

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消息上，天風證券表示，長期來看，外部地緣政治影響帶來的不確定性有望加快中國大陸半導體產業鏈國產替代的步伐。國信證券認為，通過與DeepSeek等國產大模型的適配，國內全功能GPU對複雜AI任務的支持能力將得到驗證和優化，有助於國內AI全產業鏈發展，繼續推薦相關半導體公司中芯國際等。另外，日前中芯國際一季度指引為：銷售收入環比增長6-8%，毛利率預計在19%-21%之間。","url":"https://stock-news.laohu8.com/highlight/detail?id=2512599889","media":"金融界","labels":["dataReport","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512599889?lang=zh_tw&edition=fundamental","pubTime":"2025-02-17 10:44","pubTimestamp":1739760268,"startTime":"0","endTime":"0","summary":"港股半导体股持续活跃，其中，龙头中芯国际涨超4%领衔，晶门半导体涨3.7%，华虹半导体涨3%，上海复旦涨超2%。 消息上，天风证券表示，长期来看，外部地缘政治影响带来的不确定性有望加快中国大陆半导体产业链国产替代的步伐。国信证券认为，通过与DeepSeek等国产大模型的适配，国内全功能GPU对复杂AI任务的支持能力将得到验证和优化，有助于国内AI全产业链发展，继续推荐相关半导体公司中芯国际等。另外，日前中芯国际一季度指引为：销售收入环比增长6-8%，毛利率预计在19%-21%之间。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/17104448194842.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,movement","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["002736","HSCEI","601162","YANG","159582","01385","688981","02878","01347","00981"],"gpt_icon":0},{"id":"2511687842","title":"上海復旦(01385)上漲5.06%，報18.28元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2511687842","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2511687842?lang=zh_tw&edition=fundamental","pubTime":"2025-02-14 11:40","pubTimestamp":1739504405,"startTime":"0","endTime":"0","summary":"2月14日，上海复旦盘中上涨5.06%，截至11:40，报18.28元/股，成交1.22亿元。关键经营数据显示，公司的射频识别读写器RFID/Reader累计出货量超过100亿片，单相表主控MCU市场占有率超过60%，累计销售高可靠工业级主控MCU达到4亿颗，非挥发存储器月出货量超过亿片。截至2024年三季报，上海复旦营业总收入26.84亿元、净利润4.27亿元。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/02/14114048157912.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["01385","BK1163"],"gpt_icon":0},{"id":"2511687591","title":"上海復旦(01385)股價上升5.057%，現價港幣$18.28","url":"https://stock-news.laohu8.com/highlight/detail?id=2511687591","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2511687591?lang=zh_tw&edition=fundamental","pubTime":"2025-02-14 11:30","pubTimestamp":1739503800,"startTime":"0","endTime":"0","summary":"[上升股]上海复旦(01385) 股价在上午11:30比前收市价上升5.057%，现股价为港币$18.28。至目前为止，今日最高价为$18.28，而最低价为$17.4。总成交量为635万股，总成交金额为港币$1.132亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180112133338093_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180112133338093_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2502144720/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["01385","BK1163"],"gpt_icon":0},{"id":"2511959615","title":"半導體概念港股走弱 上海復旦跌5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2511959615","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2511959615?lang=zh_tw&edition=fundamental","pubTime":"2025-02-13 14:39","pubTimestamp":1739428797,"startTime":"0","endTime":"0","summary":"每经AI快讯，2月13日，截至发稿，上海复旦(01385.HK)跌5%，中芯国际(00981.HK)跌3%，华虹半导体(01347.HK)跌3%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://stock.eastmoney.com/a/202502133318373542.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/a/202502133318373542.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK1163","YANG","HSCEI","01385","HSTECH"],"gpt_icon":0},{"id":"2511570557","title":"上海復旦(01385)下跌5.07%，報17.96元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2511570557","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2511570557?lang=zh_tw&edition=fundamental","pubTime":"2025-02-13 10:41","pubTimestamp":1739414501,"startTime":"0","endTime":"0","summary":"2月13日，上海复旦盘中下跌5.07%，截至10:41，报17.96元/股，成交8484.77万元。关键经营数据显示，公司的射频识别读写器RFID/Reader累计出货量超过100亿片，单相表主控MCU市场占有率超过60%，累计销售高可靠工业级主控MCU达到4亿颗，非挥发存储器月出货量超过亿片。截至2024年三季报，上海复旦营业总收入26.84亿元、净利润4.27亿元。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/02/13104148129055.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["01385","BK1163"],"gpt_icon":0},{"id":"2510407763","title":"8000億芯片龍頭績後猛漲！國產算力崛起，行業“芯”機遇？","url":"https://stock-news.laohu8.com/highlight/detail?id=2510407763","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510407763?lang=zh_tw&edition=fundamental","pubTime":"2025-02-12 16:44","pubTimestamp":1739349870,"startTime":"0","endTime":"0","summary":"半导体突然发力","market":"us","thumbnail":"https://img3.gelonghui.com/fc3a6-a6637db1-14ab-4fee-ac36-9c1cfd9d7715.jpg?guru_height=719&guru_width=1280","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/fc3a6-a6637db1-14ab-4fee-ac36-9c1cfd9d7715.jpg?guru_height=719&guru_width=1280"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/1738399","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["SGXZ81163826.USD","LU1328615791.USD","603501","BK1163","BK0214","688981","BK1526","688153","LU2148510915.USD","LU1064130708.USD","BK1607","00981","LU1064131003.USD","01385","BK0125","BK1610","SGXZ49509284.SGD","SG9999014674.SGD"],"gpt_icon":1},{"id":"2510347044","title":"上海復旦02月12日獲主力加倉1056萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2510347044","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510347044?lang=zh_tw&edition=fundamental","pubTime":"2025-02-12 16:15","pubTimestamp":1739348150,"startTime":"0","endTime":"0","summary":"02月12日, 上海复旦股价涨11.56%，报收18.92元，成交金额4.08亿元，换手率7.83%，振幅14.15%，量比2.22。上海复旦今日主力资金净流入1056万元，连续3日净流入，上一交易日主力净流入193万元。近一年数据显示，该股主力连续3日净流入后，次日上涨概率为50.00%，平均涨幅为4.26%。该股近5个交易日上涨13.10%，主力资金累计净流入2320万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流入4170万元，其中净流入天数为10日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250212161614abcbfd1c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250212161614abcbfd1c&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1163","01385"],"gpt_icon":0},{"id":"2510312294","title":"港股異動 | 半導體股持續走高 上海復旦(01385)漲超12% 華虹半導體(01347)漲超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2510312294","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510312294?lang=zh_tw&edition=fundamental","pubTime":"2025-02-12 14:15","pubTimestamp":1739340905,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，半导体股持续走高，截至发稿，上海复旦涨12.03%，报19港元；华虹半导体涨6.17%，报27.55港元；晶门半导体涨5.66%，报0.56港元；中芯国际涨4.64%，报47.4港元。消息面上，SIA半导体行业协会数据显示，2024年全球实现6276亿美元的半导体销售额，这一水平较2023年增长19.1%，也是首度突破六千亿美元大关。此外，中芯国际日前发布2024年第四季度业绩。中芯国际一季度指引为：销售收入环比增长6-8%，毛利率预计在19%-21%之间。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"69badab3f8dd2ba9c51792cbc43291f8","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1248778.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE0034224299.USD","02878","BK1163","BK1607","BK1610","BK1526","BK1589","01385","159582","LU0320764599.SGD","01347","LU0052750758.USD","00981","SG9999006597.SGD","LU0708995583.HKD"],"gpt_icon":1},{"id":"2510312983","title":"港股芯片股午後再度走高，上海復旦(01385.HK)漲近11%，地平線機器人(09660.HK)漲近8.5%，晶門半導體","url":"https://stock-news.laohu8.com/highlight/detail?id=2510312983","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510312983?lang=zh_tw&edition=fundamental","pubTime":"2025-02-12 14:10","pubTimestamp":1739340624,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["HSTECH","02878","BK1589","09660","688981","LU0320764599.SGD","LU0708995583.HKD","BK1163","01385","159813","LU0052750758.USD","BK1607","BK1109","00981","LU1064130708.USD","HSCEI","SGXZ81163826.USD","BK0214","BK1526","00085","07226","BK1610","LU2148510915.USD","IE0034224299.USD","SGXZ49509284.SGD","SG9999006597.SGD","LU1064131003.USD","01347","YANG"],"gpt_icon":0},{"id":"2510312100","title":"【半導體概念港股漲幅擴大 上海復旦漲12%】截至發稿，上海復旦(01385.HK)漲12%，華虹半導體(01347.HK)漲6%，中芯國際(00981.HK)漲4%。消息面上，SIA半導體行業協會數據顯示，2024年全球實現6276億美元的半導體銷售額，這一水平較2023年增長19.1%，也是首度突破六千億美元大關。SIA認為今年全球半導體銷售額將再度取得兩位數百分比的增長。","url":"https://stock-news.laohu8.com/highlight/detail?id=2510312100","media":"金融界","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510312100?lang=zh_tw&edition=fundamental","pubTime":"2025-02-12 14:06","pubTimestamp":1739340380,"startTime":"0","endTime":"0","summary":"截至发稿，上海复旦(01385.HK)涨12%，华虹半导体(01347.HK)涨6%，中芯国际(00981.HK)涨4%。消息面上，SIA半导体行业协会数据显示，2024年全球实现6276亿美元的半导体销售额，这一水平较2023年增长19.1%，也是首度突破六千亿美元大关。SIA认为今年全球半导体销售额将再度取得两位数百分比的增长。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"69badab3f8dd2ba9c51792cbc43291f8","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/12140648104835.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK1163","HSCEI","LU0052750758.USD","688981","01347","01385","IE0034224299.USD","YANG","LU1064131003.USD","SG9999006597.SGD","BK1607","BK1526","HSTECH","LU2148510915.USD","LU1064130708.USD","BK0214","159582","BK1589","BK1610","LU0320764599.SGD","SGXZ81163826.USD","SGXZ49509284.SGD","LU0708995583.HKD"],"gpt_icon":0},{"id":"1184107135","title":"異動解讀 | 上海復旦股價盤中大漲5.07%  或受益於半導體產業復甦和AI算力需求爆發","url":"https://stock-news.laohu8.com/highlight/detail?id=1184107135","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1184107135?lang=zh_tw&edition=fundamental","pubTime":"2025-02-12 13:24","pubTimestamp":1739337873,"startTime":"0","endTime":"0","summary":"上海复旦(01385)今日盘中大涨5.07%,引发市场广泛关注。\n\n从近期发布的报告来看,2024年下半年以来,半导体产业开始从行业下行周期中复苏,预计复苏将一直持续到2025年下半年。而半导体晶圆厂的生产利用率和出货量也将随之提高,库存调整预计将加速推进。\n\n同时,国内人工智能企业DeepSeek通过工程化创新实现了模型降本增效,DeepSeek最新发布的大模型DeepSeek-R1可适配国产算力芯片架构,不仅降低了对高端芯片的依赖,也为国产芯片厂商提供了技术验证场景。这种小而美的模型或将引爆国产算力芯片的需求,进而带动国内半导体供应链企业发展。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"异动解读 | 上海复旦股价盘中大涨5.07%  或受益于半导体产业复苏和AI算力需求爆发","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01385"],"gpt_icon":0},{"id":"2510399288","title":"港股半導體及芯片股早盤大漲，地平線機器人、中芯國際均漲超5%，晶門半導體漲近4%，上海復旦漲近3%，華虹半導體漲近2%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2510399288","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510399288?lang=zh_tw&edition=fundamental","pubTime":"2025-02-12 10:12","pubTimestamp":1739326360,"startTime":"0","endTime":"0","summary":"港股半导体及芯片股早盘大涨，地平线机器人、中芯国际均涨超5%，晶门半导体涨近4%，上海复旦涨近3%，华虹半导体涨近2%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/12101248098627.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["LU0052750758.USD","159813","01347","BK1610","BK1526","LU1064130708.USD","BK1607","LU1064131003.USD","YANG","688981","BK0214","SGXZ81163826.USD","LU0708995583.HKD","HSTECH","07226","01385","LU0320764599.SGD","BK1589","159582","IE0034224299.USD","HSCEI","LU2148510915.USD","SG9999006597.SGD","00981","02878","SGXZ49509284.SGD","BK1163"],"gpt_icon":0},{"id":"2510395509","title":"南向資金2月11日淨賣出上海復旦149.70萬股 連續3日減持","url":"https://stock-news.laohu8.com/highlight/detail?id=2510395509","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510395509?lang=zh_tw&edition=fundamental","pubTime":"2025-02-12 09:30","pubTimestamp":1739323821,"startTime":"0","endTime":"0","summary":"2月11日，南向资金减持上海复旦149.70万股连续3日减持。截止当日收盘，港股通共持有上海复旦7724.71万股，占流通股27.15%。上海复旦近5个交易日上涨4.56%，港股通累计减持385.50万股；近20个交易日上涨20.80%，港股通累计减持689.80万股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250212093222abcb9514&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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DeepSeek-R1，震动海内外科技圈。DeepSeek通过技术创新成功降低了对高端GPU的依赖，可以适配国产芯片架构，并为国产芯片提供技术验证场景。DeepSeek和国产算力芯片的适配不仅给予我国AI发展弯道超车的机会，也将进一步抬升我国半导体制造产业链的天花板。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1248668.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["HSCEI","01347","03898","01385","HSTECH","00981","YANG","159582"],"gpt_icon":1},{"id":"2510682803","title":"港股午評|恒生指數早盤跌0.59%    半導體板塊集體承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=2510682803","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2510682803?lang=zh_tw&edition=fundamental","pubTime":"2025-02-11 12:00","pubTimestamp":1739246421,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，港股恒生指数跌0.59%，报21395点；恒生科技指数跌1.55%。半导体股集体承压，中芯、华虹四季度业绩公布在即。华虹半导体跌超3%，中芯国际跌超2.82%。KEEP涨超8%，公司近日提出“All in AI”战略规划，机构指其具备数据优势。泡泡玛特涨2.25%，股价创历史新高。博彩股早盘普跌，1月澳门博彩收入同比下滑5.6%，高盛预计上季度行业收入短暂回调。光伏股全线走低，新能源全面入市新政出炉，新能源项目投资收益率或发生变化。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1248185.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00981","HHImain","BK1607","BK1526","HSI","159582","BK1589","HSCEI","01347","BK1610","LU0320764599.SGD","IE0034224299.USD","SG9999006597.SGD","513600","02833","LU0708995583.HKD","MCHmain","01385","HSTECH","BK1163","LU0052750758.USD","YANG"],"gpt_icon":1}],"pageSize":16,"totalPage":13,"pageCount":5,"totalSize":200}]}}