半导体股集体走强,市场看好行业发展前景。中电华大科技在盘中一度大涨5.34%。
半导体板块近期受到资金追捧。市场人士分析认为,随着AI大模型DeepSeek的发展,AI算力芯片和端侧应用的需求有望大幅扩张,推动半导体行业需求持续增长。中电华大科技作为业内知名半导体企业,有望从行业景气度的提升中获益。
目前AI和半导体科技创新集中释放,引发广泛关注。未来AI+X等AI应用场景有望加速普及,推动相关行业加速发展壮大。在科技创新的大背景下,中电华大科技等半导体龙头股因此获得机构资金青睐。但也有分析认为,当前科技股估值较高,警示投资者应保持谨慎乐观态度。
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