随着人工智能时代的到来,为AI基础设施提供支撑的半导体行业备受关注。2月24日周一港股开盘,中芯国际(00981)盘中股价大涨5.81%,再创新高。
消息面上,阿里巴巴CEO吴泳铭近期表示,未来三年内公司在云和AI基础设施的投入将超过过去十年总和。此外,DeepSeek将举行开源周活动,进一步分享人工智能新进展。人工智能竞赛加剧,产业加速发展,对芯片制造的需求激增。
业内人士认为,中国AI产业的主要瓶颈在于芯片制造,半导体环节企业将受益于巨大国产市场需求。作为本土一线芯片制造商,中芯国际有望从人工智能热潮中获益,带动其股价持续走高。
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