在半导体行业发展前景向好的大背景下,上海复旦(01385)今日盘中大涨7.81%,领涨半导体股板块。
消息面上,随着人工智能(AI)发展带动云端、边缘AI芯片需求旺盛,加之半导体国产化进程加速,为包括上海复旦在内的国内半导体企业带来重大发展机遇。
据报导,随着DeepSeek等大型语言模型推出,模型推理成本越来越低,加速了人工智能眼镜、耳机等边缘AI设备发展,对AI芯片、SoC、加速器等需求旺盛。而中国芯片供应商或将受益于人工智能芯片市场,缓解目前产品供不应求的窘境。此外,近年中国半导体产业链面临严峻外部环境,国产化生存发展迫在眉睫,推动先进制程、设备等核心领域国产化加速,上海复旦作为先进半导体晶圆代工厂商,将迎来重大机遇。
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