华虹半导体(01347)今日盘中大涨5.14%,引发市场关注。与此同时,多家券商机构发布研报关注半导体板块后市表现。
业内人士认为,随着DeepSeek大模型的崛起,AI算力芯片行业需求有望在综合成本快速下行中大幅增长。另一方面,AI端侧应用也可能因技术叠代带来的成本优势而加速普及。未来中美AI企业将在各自优势区域成长为行业龙头。
此外,业内普遍认为大模型行业处于初级阶段,后续还有广阔的成长空间。而外资看好中国在芯片、算法和应用各环节的AI国产化进程,受益于国内外AI服务器需求的相关企业有望迎来发展良机,如中芯国际、华虹半导体等。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.