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室溫超導概念

1,764.88

-58.2324-3.19%

漲家數：1

跌家數：8

平家數：- -

市盈率：- -

高：1,823.42

開：1,823.42

低：1,752.02

收：1,823.11

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【國泰君安：AI模型加速進化，國產半導體突破在即】國泰君安研究認為，AI競賽加劇，產業加速發展，而芯片製造目前是中國AI產業主要瓶頸，有望隨着產業鏈成熟逐步突破。各個科技企業的AI模型競賽加劇，開源生態又加速了AI模型進化速度，也推動AI商業化更快落地，AI產業需求向好。中國與美國的AI模型差距在縮小，但芯片製造領域依然存在差距，是當前AI產業規模化發展的主要瓶頸，目前，中國大陸7nm及以下先進製程產能與臺積電等代工廠依然有數量級的差距，未來隨着產業鏈成熟，供應能力有望逐步增強。半導體製造、封測環節的企業有望受益於巨大的國產市場需求，建議增持中芯國際、華虹半導體、甬硅電子。

量子計算概念股多數收漲，D-Wave Quantum漲8.28%，Quantum Computing漲7.86%，Rigetti Computing漲4.85%，Quantum Corporation漲3.4%。

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